Welcome to our dedicated page for Phillips 66 SEC filings (Ticker: PSX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Phillips 66’s regulatory trail is as intricate as its coast-to-coast pipeline system. Between refinery-margin tables, environmental remediation notes, and derivatives footnotes, a single Phillips 66 annual report 10-K simplified can feel impenetrable. If you have ever Googled “How do I read the Phillips 66 quarterly earnings report 10-Q filing?” or asked for “Phillips 66 SEC filings explained simply,” this page was built for you. Stock Titan’s AI distills hundreds of pages into focused insights, flagging what moves cash flow and risk in minutes.
Our platform streams every document from EDGAR the second it drops, then layers on AI-powered summaries, red-flag highlights, and smart search so you can act fast. Wondering about Phillips 66 insider trading Form 4 transactions? We surface Phillips 66 Form 4 insider transactions real-time, chart trends, and send alerts. Need a concise view of Phillips 66 proxy statement executive compensation? Our engine extracts pay tables and peer comparisons. From “Phillips 66 8-K material events explained” to a granular “Phillips 66 earnings report filing analysis,” each document is tied to the refining, midstream, and petrochemical metrics that drive PSX valuation.
Because Phillips 66’s performance hinges on crack spreads, pipeline tariffs, and chemical margins, each form answers a different question. The 10-K details segment EBIT and environmental liabilities; the 10-Q updates utilization rates; Form 4 captures Phillips 66 executive stock transactions Form 4; the 8-K reveals outages or dividend changes. Think of it as your personal dashboard—one place to understand, compare, and monitor every Phillips 66 filing with AI clarity.
Sezzle Inc. (SEZL) – Form 4 insider transaction
Executive Chairman & CEO Charles G. Youakim, who is also a Director and 10 % owner, reported the disposition of 6,978 shares of Sezzle common stock on 01 Jul 2025. The transaction is coded “F,” indicating shares were automatically withheld by the company to cover taxes arising from the vesting of previously granted restricted stock units (RSUs). The shares were valued at $167.58 each, implying an aggregate value of roughly $1.17 million.
Following the withholding, Youakim continues to own 12,346,449 shares directly and an additional 2,455,824 shares indirectly through Cerro Gordo LLC (947,370) and the Charles G. Youakim 2020 Irrevocable GST Trust (1,508,454). His total beneficial stake therefore remains about 14.8 million shares, underscoring a substantial continuing alignment with shareholders.
No derivative security transactions were reported, and the filing contains no information on company fundamentals or outlook. The reported sale represents only 0.05 % of Mr. Youakim’s post-transaction holdings and appears routine rather than a signal of changed sentiment.
Sezzle Inc. (SEZL) – Form 4 insider transaction
Executive Chairman & CEO Charles G. Youakim, who is also a Director and 10 % owner, reported the disposition of 6,978 shares of Sezzle common stock on 01 Jul 2025. The transaction is coded “F,” indicating shares were automatically withheld by the company to cover taxes arising from the vesting of previously granted restricted stock units (RSUs). The shares were valued at $167.58 each, implying an aggregate value of roughly $1.17 million.
Following the withholding, Youakim continues to own 12,346,449 shares directly and an additional 2,455,824 shares indirectly through Cerro Gordo LLC (947,370) and the Charles G. Youakim 2020 Irrevocable GST Trust (1,508,454). His total beneficial stake therefore remains about 14.8 million shares, underscoring a substantial continuing alignment with shareholders.
No derivative security transactions were reported, and the filing contains no information on company fundamentals or outlook. The reported sale represents only 0.05 % of Mr. Youakim’s post-transaction holdings and appears routine rather than a signal of changed sentiment.
Phillips 66 (PSX) – Form 4 insider transaction filed 20-Jun-2025
Executive Vice President Brian Mandell reported a same-day option exercise and sale on 18-Jun-2025:
- Exercised 9,800 employee stock options at an exercise price of $78.62 (Code M).
- Sold the 9,800 resulting common shares at an average price of $125.00 (Code S).
The transaction generated an estimated gross spread of roughly $46.38 per share, or about $454 k before taxes and fees. Following the sale, Mandell’s direct holdings declined from 66,637.92 to 56,837.92 shares. Footnote 1 indicates the total includes 23,726 restricted stock units that settle 1-for-1 in common stock.
The options exercised were part of a grant that vested in three equal installments beginning 2-Feb-2017 and were due to expire 2-Feb-2026. No additional derivative securities remain from this grant.
While the executive remains a significant shareholder, the net disposal represents a 14.7 % reduction in directly-held common shares. Investors often monitor such sales for sentiment signals; however, single-grant exercises near option expiry frequently reflect personal tax or diversification planning rather than a change in outlook.
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