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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Sep-24 7:24 PM View:  | Phillips 66 (PSX) | 03-Sep-24 | Grant | 83 | $135.99 | $11,287.60 | < 1% 17.85K to 17.93K | |
| 02-Aug-24 5:21 PM View: | Phillips 66 (PSX) | 01-Aug-24 | Grant | 79 | $143.60 | $11,344.40 | < 1% 17.71K to 17.79K | |
| 01-Aug-24 5:11 PM View: | United Technologies Corp. (RTX) | 31-Jul-24 | Disposition | 265,175 | $117.73 | $31,220,000.00 | (27%) 984.42K to 719.24K | |
| 01-Aug-24 5:11 PM View: | United Technologies Corp. (RTX) | 31-Jul-24 | Option Exercise | 400,062 | $78.04 | $31,220,900.00 | 68% 584.36K to 984.42K | |
| 01-Aug-24 5:11 PM View: | United Technologies Corp. (RTX) | 31-Jul-24 | Option Sale | 134,887 | $117.74 | $15,880,900.00 | (19%) 719.24K to 584.36K | |
| 02-Jul-24 6:23 PM View: | Phillips 66 (PSX) | 01-Jul-24 | Grant | 80 | $141.18 | $11,294.00 | < 1% 17.63K to 17.71K | |
| 04-Jun-24 6:58 PM View: | Phillips 66 (PSX) | 03-Jun-24 | Grant | 81 | $140.13 | $11,350.90 | < 1% 17.55K to 17.63K | |
| 02-May-24 6:43 PM View: | Phillips 66 (PSX) | 01-May-24 | Grant | 80 | $141.47 | $11,317.60 | < 1% 17.41K to 17.49K | |
| 29-Apr-24 5:06 PM View: | United Technologies Corp. (RTX) | 25-Apr-24 | Disposition | 275,856 | $101.50 | $27,999,400.00 | (29%) 949.92K to 674.06K | |
| 29-Apr-24 5:06 PM View: | United Technologies Corp. (RTX) | 25-Apr-24 | Option Exercise | 365,618 | $76.58 | $27,999,700.00 | 63% 584.3K to 949.92K | |
| 29-Apr-24 5:06 PM View: | United Technologies Corp. (RTX) | 25-Apr-24 | Option Sale | 89,762 | $101.44 | $9,105,530.00 | (13%) 674.06K to 584.3K | |
| 02-Apr-24 7:16 PM View: | Phillips 66 (PSX) | 01-Apr-24 | Grant | 70 | $162.41 | $11,368.70 | < 1% 17.34K to 17.41K | |
| 05-Mar-24 6:27 PM View: | Phillips 66 (PSX) | 01-Mar-24 | Grant | 79 | $144.02 | $11,377.60 | < 1% 17.26K to 17.34K | |
| 12-Feb-24 5:56 PM View: | United Technologies Corp. (RTX) | 08-Feb-24 | Grant | 171,629 | $91.04 | $15,625,100.00 | 37% 467.77K to 639.4K | (1%) |
| 12-Feb-24 5:56 PM View: | United Technologies Corp. (RTX) | 08-Feb-24 | Payment of Exercise | 96,469 | $91.04 | $8,782,540.00 | (14%) 680.69K to 584.23K | |
| 12-Feb-24 5:56 PM View: | United Technologies Corp. (RTX) | 08-Feb-24 | Option Exercise | 41,298 | -- | -- | 6% 639.4K to 680.69K | |
| 05-Feb-24 6:58 PM View: | Phillips 66 (PSX) | 01-Feb-24 | Grant | 78 | $145.55 | $11,352.90 | < 1% 17.13K to 17.21K | |
| 18-Jan-24 8:08 PM View: | Phillips 66 (PSX) | 16-Jan-24 | Grant | 1,524 | $131.31 | $200,116.00 | 10% 15.61K to 17.13K | |
| 04-Jan-24 7:14 PM View: | Phillips 66 (PSX) | 02-Jan-24 | Grant | 84 | $134.25 | $11,277.00 | < 1% 15.52K to 15.61K | |
| 05-Dec-23 6:43 PM View: | Phillips 66 (PSX) | 01-Dec-23 | Grant | 87 | $129.51 | $11,266.90 | < 1% 15.44K to 15.52K | |
| 03-Nov-23 5:53 PM View: | Phillips 66 (PSX) | 01-Nov-23 | Grant | 98 | $115.42 | $11,310.70 | < 1% 15.3K to 15.39K | |
| 03-Oct-23 10:00 PM View: | Phillips 66 (PSX) | 02-Oct-23 | Grant | 95 | $119.25 | $11,328.30 | < 1% 15.2K to 15.3K | |
| 05-Sep-23 6:16 PM View: | Phillips 66 (PSX) | 01-Sep-23 | Grant | 97 | -- | -- | < 1% 15.1K to 15.2K | |
| 03-Aug-23 6:20 PM View: | Phillips 66 (PSX) | 01-Aug-23 | Grant | 101 | -- | -- | < 1% 14.96K to 15.06K | |
| 06-Jul-23 6:06 PM View: | Phillips 66 (PSX) | 03-Jul-23 | Grant | 118 | -- | -- | < 1% 14.84K to 14.96K | |
| 05-Jun-23 6:56 PM View: | Phillips 66 (PSX) | 01-Jun-23 | Grant | 121 | -- | -- | < 1% 14.72K to 14.84K | |
| 03-May-23 10:00 PM View: | Phillips 66 (PSX) | 01-May-23 | Grant | 115 | -- | -- | < 1% 14.56K to 14.67K | |
| 04-Apr-23 5:41 PM View: | Phillips 66 (PSX) | 03-Apr-23 | Grant | 109 | -- | -- | < 1% 14.45K to 14.56K | |
| 03-Mar-23 6:05 PM View: | Phillips 66 (PSX) | 01-Mar-23 | Grant | 108 | -- | -- | < 1% 14.34K to 14.45K | |
| 07-Feb-23 5:07 PM View: | United Technologies Corp. (RTX) | 04-Feb-23 | Payment of Exercise | 32,385 | $96.48 | $3,124,500.00 | (6%) 499.72K to 467.34K | |
| 07-Feb-23 5:07 PM View: | United Technologies Corp. (RTX) | 04-Feb-23 | Option Exercise | 80,235 | -- | -- | 19% 419.49K to 499.72K | |
| 02-Feb-23 6:00 PM View: | Phillips 66 (PSX) | 02-Feb-23 | Purchase | 10,250 | $97.75 | $1,001,940.00 | 253% 4.05K to 14.3K | |
| 02-Feb-23 6:00 PM View: | Phillips 66 (PSX) | 01-Feb-23 | Grant | 114 | -- | -- | 3% 3.94K to 4.05K | |
| 19-Jan-23 6:20 PM View: | Phillips 66 (PSX) | 17-Jan-23 | Grant | 1,929 | $103.68 | $200,008.00 | 96% 2.01K to 3.94K | |
| 05-Jan-23 6:13 PM View: | Phillips 66 (PSX) | 03-Jan-23 | Grant | 110 | -- | -- | 6% 1.9K to 2.01K | |
| 06-Dec-22 5:05 PM View: | United Technologies Corp. (RTX) | 02-Dec-22 | Disposition | 51,270 | $99.22 | $5,087,010.00 | (11%) 475.0K to 423.73K | |
| 06-Dec-22 5:05 PM View: | United Technologies Corp. (RTX) | 02-Dec-22 | Option Exercise | 60,865 | $83.58 | $5,087,100.00 | 15% 414.14K to 475.0K | |
| 06-Dec-22 5:05 PM View: | United Technologies Corp. (RTX) | 02-Dec-22 | Option Sale | 4,260 | $99.16 | $422,405.00 | (1%) 423.73K to 419.47K | |
| 02-Dec-22 6:34 PM View: | Phillips 66 (PSX) | 01-Dec-22 | Grant | 104 | -- | -- | 6% 1.78K to 1.88K | |
| 02-Nov-22 6:07 PM View: | Phillips 66 (PSX) | 01-Nov-22 | Grant | 105 | -- | -- | 6% 1.67K to 1.78K | |
| 05-Oct-22 5:50 PM View: | Phillips 66 (PSX) | 03-Oct-22 | Grant | 135 | -- | -- | 9% 1.54K to 1.67K | |
| 05-Oct-22 5:01 PM View: | United Technologies Corp. (RTX) | 03-Oct-22 | Payment of Exercise | 1,690 | $83.11 | $140,456.00 | (< 1%) 415.8K to 414.11K | |
| 05-Oct-22 5:01 PM View: | United Technologies Corp. (RTX) | 03-Oct-22 | Option Exercise | 1,690 | -- | -- | < 1% 414.11K to 415.8K | |
| 02-Sep-22 5:06 PM View: | Phillips 66 (PSX) | 01-Sep-22 | Grant | 131 | -- | -- | 9% 1.39K to 1.52K | |
| 03-Aug-22 5:04 PM View: | Phillips 66 (PSX) | 01-Aug-22 | Grant | 214 | -- | -- | 18% 1.18K to 1.39K | |
| 14-Jul-22 5:29 PM View: | Phillips 66 (PSX) | 12-Jul-22 | Grant | 1,175 | -- | -- | 100% 0 to 1.18K | |
| 08-Feb-22 5:40 PM View: | United Technologies Corp. (RTX) | 05-Feb-22 | Payment of Exercise | 46,816 | $93.01 | $4,354,360.00 | (10%) 460.63K to 413.82K | |
| 08-Feb-22 5:40 PM View: | United Technologies Corp. (RTX) | 05-Feb-22 | Option Exercise | 114,320 | -- | -- | 33% 346.31K to 460.63K | |
| 04-Oct-21 5:26 PM View: | United Technologies Corp. (RTX) | 30-Sep-21 | Payment of Exercise | 3,291 | $85.96 | $282,894.00 | (< 1%) 349.54K to 346.25K | |
| 04-Oct-21 5:26 PM View: | United Technologies Corp. (RTX) | 30-Sep-21 | Option Exercise | 3,291 | -- | -- | < 1% 346.25K to 349.54K |