| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| RTX Corp | Director | Phantom Stock Unit | 26.9K | $3.43M | $127.41 | May 1, 2025 | Direct |
| Phillips 66 | Director | Common Stock | 22.8K | $2.71M | $118.78 | Jan 15, 2025 | Direct |
| BANK OF AMERICA CORP /DE/ | Director | Phantom Stock | 77.6K | Apr 22, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| RTX | RTX Corp | May 1, 2025 | 1 | $345K | 4 | May 5, 2025 | Director |
| BAC | BANK OF AMERICA CORP /DE/ | Apr 22, 2025 | 1 | $0 | 4 | Apr 24, 2025 | Director |
| PSX | Phillips 66 | Jan 15, 2025 | 1 | $200K | 4 | Jan 17, 2025 | Director |
| RTX | RTX Corp | May 2, 2024 | 1 | $325K | 4 | May 6, 2024 | Director |
| BAC | BANK OF AMERICA CORP /DE/ | Apr 24, 2024 | 1 | $0 | 4 | Apr 26, 2024 | Director |
| PSX | Phillips 66 | Jan 16, 2024 | 1 | $200K | 4 | Jan 18, 2024 | Director |
| RTX | RAYTHEON TECHNOLOGIES CORP | May 2, 2023 | 1 | $325K | 4 | May 4, 2023 | Director |
| BAC | BANK OF AMERICA CORP /DE/ | Apr 25, 2023 | 1 | $0 | 4 | Apr 27, 2023 | Director |
| PSX | Phillips 66 | Jan 17, 2023 | 1 | $200K | 4 | Jan 19, 2023 | Director |
| BAC | BANK OF AMERICA CORP /DE/ | Apr 26, 2022 | 1 | $0 | 4 | Apr 28, 2022 | Director |
| RTX | RAYTHEON TECHNOLOGIES CORP | Apr 25, 2022 | 1 | $340K | 4 | Apr 27, 2022 | Director |
| PSX | Phillips 66 | Jan 14, 2022 | 1 | $200K | 4 | Jan 19, 2022 | Director |