| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AMGEN INC | Director | Common Stock | 11,834 | $3,339,578 | $282.20 | 07 Nov 2025 | Direct |
| Phillips 66 | Director | Common Stock | 18,419 | $2,588,937 | $140.56 | 15 Jan 2026 | Direct |
| CARRIER GLOBAL Corp | Director | Director DSU | 36,281 | $2,204,805 | $60.77 | 09 Apr 2025 | Direct |
| AMGEN INC | Director | Common Stock | 1,260 | $355,572 | $282.20 | 07 Nov 2025 | Holley Family Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PSX | Phillips 66 | 15 Jan 2026 | 1 | +$200,017 | 4 | Director | 20 Jan 2026, 17:11 |
| AMGN | AMGEN INC | 07 Nov 2025 | 1 | $0 | 4 | Director | 12 Nov 2025, 19:32 |
| AMGN | AMGEN INC | 08 Aug 2025 | 1 | $0 | 4 | Director | 12 Aug 2025, 19:25 |
| AMGN | AMGEN INC | 23 May 2025 | 1 | $0 | 4 | Director | 28 May 2025, 21:01 |
| AMGN | AMGEN INC | 06 May 2025 | 1 | $0 | 4 | Director | 08 May 2025, 20:39 |
| CARR | CARRIER GLOBAL Corp | 09 Apr 2025 | 1 | +$216,000 | 4 | Director | 11 Apr 2025, 17:05 |
| PSX | Phillips 66 | 15 Jan 2025 | 1 | +$200,020 | 4 | Director | 17 Jan 2025, 17:55 |
| AMGN | AMGEN INC | 04 Nov 2024 | 1 | $0 | 4 | Director | 06 Nov 2024, 19:38 |
| AMGN | AMGEN INC | 09 Aug 2024 | 1 | $0 | 4 | Director | 13 Aug 2024, 17:43 |
| AMGN | AMGEN INC | 31 May 2024 | 1 | $0 | 4 | Director | 04 Jun 2024, 19:28 |
| AMGN | AMGEN INC | 07 May 2024 | 1 | $0 | 4 | Director | 08 May 2024, 19:57 |
| CARR | CARRIER GLOBAL Corp | 18 Apr 2024 | 1 | +$201,000 | 4 | Director | 19 Apr 2024, 17:07 |
| PSX | Phillips 66 | 16 Jan 2024 | 1 | +$200,116 | 4 | Director | 18 Jan 2024, 20:09 |
| AMGN | AMGEN INC | 03 Nov 2023 | 1 | $0 | 4 | Director | 07 Nov 2023, 20:09 |
| AMGN | AMGEN INC | 08 Aug 2023 | 1 | $0 | 4 | Director | 10 Aug 2023, 20:57 |
| AMGN | AMGEN INC | 19 May 2023 | 1 | $0 | 4 | Director | 23 May 2023, 19:22 |
| AMGN | AMGEN INC | 02 May 2023 | 1 | $0 | 4 | Director | 03 May 2023, 20:33 |
| CARR | CARRIER GLOBAL Corp | 20 Apr 2023 | 1 | +$201,000 | 4 | Director | 21 Apr 2023, 16:19 |
| PSX | Phillips 66 | 17 Jan 2023 | 1 | +$200,008 | 4 | Director | 19 Jan 2023, 17:23 |
| AMGN | AMGEN INC | 17 May 2022 | 1 | $0 | 4 | Director | 19 May 2022, 21:54 |
| CARR | CARRIER GLOBAL Corp | 14 Apr 2022 | 1 | +$201,000 | 4 | Director | 18 Apr 2022, 16:31 |
| PSX | Phillips 66 | 14 Jan 2022 | 1 | +$200,010 | 4 | Director | 19 Jan 2022, 16:08 |
| PSX | Phillips 66 | 01 Dec 2021 | 1 | $0 | 4 | Director | 02 Dec 2021, 16:58 |
| AMGN | AMGEN INC | 05 Nov 2021 | 1 | $0 | 4 | Director | 09 Nov 2021, 19:15 |
| PSX | Phillips 66 | 01 Nov 2021 | 1 | $0 | 4 | Director | 03 Nov 2021, 17:16 |
| PSX | Phillips 66 | 01 Oct 2021 | 1 | $0 | 4 | Director | 05 Oct 2021, 16:08 |
| PSX | Phillips 66 | 01 Sep 2021 | 1 | $0 | 4 | Director | 02 Sep 2021, 17:00 |
| AMGN | AMGEN INC | 06 Aug 2021 | 1 | $0 | 4 | Director | 10 Aug 2021, 18:56 |
| PSX | Phillips 66 | 02 Aug 2021 | 1 | $0 | 4 | Director | 03 Aug 2021, 18:29 |
| PSX | Phillips 66 | 01 Jul 2021 | 1 | $0 | 4 | Director | 06 Jul 2021, 17:41 |
| PSX | Phillips 66 | 01 Jun 2021 | 1 | $0 | 4 | Director | 03 Jun 2021, 18:15 |
| AMGN | AMGEN INC | 18 May 2021 | 1 | $0 | 4 | Director | 19 May 2021, 21:18 |