Transactions
11
Insider / Phillips 66
Kluppel Ann M
SVP & Controller at Phillips 66
- Company
- Phillips 66
- Ticker
- PSX
- First filing on record
- August 11, 2026
- Latest trade on record
- September 10, 2026
- SEC filings
- EDGAR ↗
Kluppel Ann M, SVP & Controller at Phillips 66, has disclosed 11 transactions in PSX since August 11, 2026: 0 purchases (0 open-market buys) and 4 sales, worth about $3.1M at the reported prices. The latest was filed September 14, 2026, 4 days after the trade.
Open-market buys
0
Sales
4
Avg. disclosure lag
2.1d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Kluppel Ann M made no purchases and 4 sales worth $1.7M, plus 7 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Kluppel Ann M has traded 1 stock on record; the largest by dollars is PSX.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 2 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| M | Option exercise or conversion | 6 | 15,668 | $1.5M |
| S | Open-market sale | 4 | 7,834 | $1.7M |
| G | Gift | 1 | 40 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 11 | 0 | 4 · $1.7M |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| PSX | Other G | September 10, 2026 | September 14, 2026 | 4d | 40 | — | — | Form 4 ↗ | ||
| PSX | Option / conversion M | August 10, 2026 | August 11, 2026 | 1d | 3,934 | $89 | $350K | derivative | Form 4 ↗ | |
| PSX | Option / conversion M | August 10, 2026 | August 11, 2026 | 1d | 2,100 | $100 | $211K | derivative | Form 4 ↗ | |
| PSX | Option / conversion M | August 7, 2026 | August 11, 2026 | 4d | 1,800 | $100 | $181K | derivative | Form 4 ↗ | |
| PSX | Sell S | August 10, 2026 | August 11, 2026 | 1d | 1,967 | $215 | $423K | Form 4 ↗ | ||
| PSX | Sell S | August 10, 2026 | August 11, 2026 | 1d | 1,967 | $212 | $417K | Form 4 ↗ | ||
| PSX | Sell S | August 10, 2026 | August 11, 2026 | 1d | 2,100 | $211 | $442K | Form 4 ↗ | ||
| PSX | Option / conversion M | August 10, 2026 | August 11, 2026 | 1d | 3,934 | $89 | $350K | Form 4 ↗ | ||
| PSX | Option / conversion M | August 10, 2026 | August 11, 2026 | 1d | 2,100 | $100 | $211K | Form 4 ↗ | ||
| PSX | Sell S | August 7, 2026 | August 11, 2026 | 4d | 1,800 | $205 | $369K | Form 4 ↗ | ||
| PSX | Option / conversion M | August 7, 2026 | August 11, 2026 | 4d | 1,800 | $100 | $181K | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| September 14, 2026 | Form 4 | 0002021896-26-000010 | 1 | published | EDGAR ↗ |
| August 11, 2026 | Form 4 | 0002021896-26-000008 | 10 | published | EDGAR ↗ |
Other insiders at Phillips 66
- Mitchell Kevin J Exec. VP and CFO 11 rows
- Mandell Brian Executive Vice President 9 rows
- Harbison Richard G EVP, Refining 7 rows
- Davis Lisa Ann Director 5 rows
- Sutherland Vanessa Allen Director 3 rows
- Meyers Kevin Omar Director 1 row
Everyone on file, with contracts and lobbying under the company's name: Phillips 66.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 2 | 11 | August 11, 2026 | September 14, 2026 | Form 4 list on EDGAR |
Site built October 27, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.