Davis Lisa Ann — SEC Form 4 filings
SEC reporting owner CIK 1706496. 30 Form 4 filings on record with FilingPulse; latest filed 2026-09-03.
Transaction summary — filings shown
Covers all 30 filings on record, filed 2024-01-18 to 2026-09-03. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 5 legs across 3 filings — 6,919 shares, $1,267,237 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 27.
- Largest priced transaction: sale of 3,800 shares @ $174.37 ($662,617) in Phillips 66, filed 2026-03-16.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Phillips 66 (PSX) | Director | 5 | — | 4 legs · 5,315 sh · $977,330 | 3 |
| PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Director | 14 | — | 1 leg · 1,604 sh · $289,907 | 13 |
| Air Products & Chemicals, Inc. (APD) | Director | 10 | — | — | 10 |
| C3.ai, Inc. (AI) | Director | 1 | — | — | 1 |
Form 4 filings — Davis Lisa Ann
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-03 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 170 (derivative) | EDGAR |
| 2026-08-11 | 4 | Phillips 66 (PSX) | Sale (S): 1,000 @ $207.21 · Sale (S): 200 @ $208.37 · Sale (S): 315 @ $208.99 | EDGAR |
| 2026-06-05 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 209 (derivative) | EDGAR |
| 2026-03-16 | 4 | Phillips 66 (PSX) | Sale (S): 3,800 @ $174.37 | EDGAR |
| 2026-03-09 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 223 (derivative) | EDGAR |
| 2026-01-20 | 4 | Phillips 66 (PSX) | Grant/award (A): 1,423 @ $140.56 | EDGAR |
| 2026-01-05 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 25.76 (derivative) @ $248.91 | EDGAR |
| 2025-12-18 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 1,488 @ $0 | EDGAR |
| 2025-12-04 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 214 (derivative) | EDGAR |
| 2025-10-02 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 23.55 (derivative) @ $270.48 | EDGAR |
| 2025-09-05 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 178 (derivative) | EDGAR |
| 2025-08-20 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Sale (S): 1,604 @ $180.74 | EDGAR |
| 2025-07-02 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 22.42 (derivative) @ $282.35 | EDGAR |
| 2025-06-04 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 189 (derivative) | EDGAR |
| 2025-04-02 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 21.29 (derivative) @ $292.27 | EDGAR |
| 2025-03-10 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 178 (derivative) | EDGAR |
| 2025-01-27 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 485.94 (derivative) @ $329.26 | EDGAR |
| 2025-01-17 | 4 | Phillips 66 (PSX) | Grant/award (A): 1,684 @ $118.78 | EDGAR |
| 2025-01-03 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 18.46 (derivative) @ $288.69 | EDGAR |
| 2024-12-13 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 1,529 @ $0 | EDGAR |
| 2024-12-05 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 173 (derivative) | EDGAR |
| 2024-10-04 | 4 | C3.ai, Inc. (AI) | Grant/award (A): 23,642 (derivative) @ $0 | EDGAR |
| 2024-10-01 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 17.64 (derivative) @ $300.36 | EDGAR |
| 2024-09-06 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 158 (derivative) | EDGAR |
| 2024-07-02 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 20.00 (derivative) @ $263.07 | EDGAR |
| 2024-06-05 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 152 (derivative) | EDGAR |
| 2024-04-02 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 21.32 (derivative) @ $242.27 | EDGAR |
| 2024-03-05 | 4 | PENSKE AUTOMOTIVE GROUP, INC. (PAG) | Grant/award (A): 133 (derivative) | EDGAR |
| 2024-01-29 | 4 | Air Products & Chemicals, Inc. (APD) | Grant/award (A): 622.18 (derivative) @ $257.16 | EDGAR |
| 2024-01-18 | 4 | Phillips 66 (PSX) | Grant/award (A): 1,524 @ $131.31 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
Need this as JSON?
GET https://api.filingpulse.io/v1/insider-trades?owner_cik=1706496 returns every filing on this page — normalized, with footnotes and derivative legs — and webhooks push new filings to you in seconds. API docs →