Phillips 66 (PSX) VP Ann Kluppel has 228 RSU shares withheld for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Phillips 66 vice president and controller Ann M. Kluppel reported an automatic share withholding tied to equity compensation. On February 7, 2026, 228 shares of common stock were withheld at a price of $156.925 per share to cover tax obligations from vesting restricted stock units granted on February 7, 2023.
After this transaction, Kluppel beneficially owned 23,410 shares directly, which includes 2,729 restricted stock units that settle into Phillips 66 common stock on a one-for-one basis, and 3,585.272 shares indirectly through the Phillips 66 Savings Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Kluppel Ann M
Role
Vice President and Controller
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 228 | $156.925 | $36K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 23,410 shares (Direct);
Common Stock — 3,585.272 shares (Indirect, By Phillips 66 Savings Plan)
Footnotes (1)
- Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of Restricted Stock Units (RSUs) granted on February 7, 2023. The price reflected above is the average of the high and the low price of the Company's stock on February 6, 2026. Includes 2,729 RSUs that settle for shares of Phillips 66 common stock on a 1-for-1 basis. Includes shares acquired through ongoing acquisitions under a 401(k) plan and/or routine dividend transactions that are exempt under rule 16a-11.
FAQ
What insider transaction did Phillips 66 (PSX) report for Ann M. Kluppel?
Phillips 66 reported that Ann M. Kluppel had 228 shares of common stock withheld on February 7, 2026. These shares were used to satisfy tax obligations from the vesting of restricted stock units granted in 2023.
What indirect Phillips 66 (PSX) holdings does Ann M. Kluppel report?
Ann M. Kluppel reports indirect ownership of 3,585.272 Phillips 66 shares through the Phillips 66 Savings Plan. This balance reflects shares acquired via ongoing plan contributions and routine dividend transactions that are exempt under Rule 16a-11.
How are restricted stock units reflected in Ann M. Kluppel’s Phillips 66 (PSX) holdings?
Ann M. Kluppel’s direct holdings include 2,729 restricted stock units that each settle into one Phillips 66 common share. These RSUs are counted within her total directly beneficially owned shares reported in the Form 4 filing.