Lisa Ann Davis

Insider

First SEC filing: Dec. 23, 2021 · Latest: June 5, 2026

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 3 sells (S) Net: $-314,714 + 76 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

76 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Aug. 10, 2026	PSX	S	1,000	$207.21	$207,210	6,267 Indirect	-13.76%	Disposed	17.8% (price as of 2026-08-20)
Aug. 10, 2026	PSX	S	200	$208.36	$41,672	6,067 Indirect	-3.19%	Disposed	17.1% (price as of 2026-08-20)
Aug. 10, 2026	PSX	S	315	$208.99	$65,832	5,752 Indirect	-5.19%	Disposed	16.8% (price as of 2026-08-20)
June 3, 2026	PAG	A	209	—	—	—	—	—	(price as of 2026-08-20)
Dec. 31, 2025	APD	A	26	$248.91	$6,472	3,608 Direct	+0.73%	Acquired	23.9% (price as of 2026-08-20)
Sept. 30, 2025	APD	A	24	$270.48	$6,492	3,583 Direct	+0.67%	Acquired	14.0% (price as of 2026-08-20)
Sept. 3, 2025	PAG	A	178	—	—	24,900 Direct	+0.72%	Acquired	(price as of 2026-08-20)
Aug. 18, 2025	PAG	S	1,604	$180.74	$289,907	1,529 Indirect	-51.20%	Disposed	20.3% (price as of 2026-08-20)
June 30, 2025	APD	A	22	$282.35	$6,212	3,559 Direct	+0.62%	Acquired	9.2% (price as of 2026-08-20)
June 3, 2025	PAG	A	189	—	—	24,722 Direct	+0.77%	Acquired	(price as of 2026-08-20)
March 31, 2025	APD	A	21	$292.27	$6,138	3,537 Direct	+0.60%	Acquired	5.5% (price as of 2026-08-20)
March 6, 2025	PAG	A	178	—	—	24,533 Direct	+0.73%	Acquired	(price as of 2026-08-20)
Jan. 24, 2025	APD	A	486	$329.26	$160,020	3,515 Direct	+16.04%	Acquired	-6.4% (price as of 2026-08-20)
Dec. 31, 2024	APD	A	18	$288.69	$5,196	3,029 Direct	+0.60%	Acquired	6.8% (price as of 2026-08-20)
Dec. 11, 2024	PAG	A	1,529	—	—	1,529 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 3, 2024	PAG	A	173	—	—	24,355 Direct	+0.72%	Acquired	(price as of 2026-08-20)
Sept. 30, 2024	APD	A	18	$300.36	$5,406	3,011 Direct	+0.60%	Acquired	2.7% (price as of 2026-08-20)
Sept. 4, 2024	PAG	A	158	—	—	24,182 Direct	+0.66%	Acquired	(price as of 2026-08-20)
June 30, 2024	APD	A	20	$263.07	$5,261	2,993 Direct	+0.67%	Acquired	17.2% (price as of 2026-08-20)
June 4, 2024	PAG	A	152	—	—	24,024 Direct	+0.64%	Acquired	(price as of 2026-08-20)
March 31, 2024	APD	A	21	$242.27	$5,088	2,973 Direct	+0.71%	Acquired	27.3% (price as of 2026-08-20)
March 1, 2024	PAG	A	133	—	—	23,872 Direct	+0.56%	Acquired	(price as of 2026-08-20)
Jan. 25, 2024	APD	A	622	$257.16	$159,954	2,952 Direct	+26.70%	Acquired	19.9% (price as of 2026-08-20)
Dec. 31, 2023	APD	A	15	$274.23	$4,113	2,330 Direct	+0.65%	Acquired	12.4% (price as of 2026-08-20)
Dec. 27, 2023	AI	M	2,000	—	—	48,349 Direct	-3.97%	Disposed	(price as of 2026-08-20)
Dec. 27, 2023	AI	F	915	$29.98	$27,432	27,030 Direct	-3.27%	Disposed	-65.4% (price as of 2026-08-20)
Dec. 27, 2023	AI	M	2,000	$13.49	$26,980	27,945 Direct	+7.71%	Acquired	-23.1% (price as of 2026-08-20)
Dec. 13, 2023	PAG	A	1,604	—	—	1,604 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 1, 2023	PAG	A	121	—	—	23,739 Direct	+0.51%	Acquired	(price as of 2026-08-20)
Oct. 4, 2023	AI	A	22,795	—	—	22,795 Direct	—	Acquired	(price as of 2026-08-20)
Sept. 30, 2023	APD	A	14	$286.87	$4,016	2,315 Direct	+0.61%	Acquired	7.5% (price as of 2026-08-20)
Sept. 1, 2023	PAG	A	102	—	—	23,618 Direct	+0.43%	Acquired	(price as of 2026-08-20)
June 30, 2023	APD	A	14	$294.75	$4,126	2,301 Direct	+0.61%	Acquired	4.6% (price as of 2026-08-20)
June 1, 2023	PAG	A	112	—	—	23,516 Direct	+0.48%	Acquired	(price as of 2026-08-20)
May 2, 2023	PAG	S	2,029	$140.92	$285,927	0 Indirect	-100.00%	Disposed	54.3% (price as of 2026-08-20)
March 31, 2023	APD	A	13	$279.72	$3,636	2,287 Direct	+0.57%	Acquired	10.2% (price as of 2026-08-20)
March 1, 2023	PAG	A	98	—	—	23,404 Direct	+0.42%	Acquired	(price as of 2026-08-20)
Jan. 26, 2023	APD	A	513	$312.05	$160,082	2,274 Direct	+29.13%	Acquired	-1.2% (price as of 2026-08-20)
Dec. 31, 2022	APD	A	9	$311.41	$2,803	1,761 Direct	+0.51%	Acquired	-1.0% (price as of 2026-08-20)
Dec. 14, 2022	PAG	A	2,029	—	—	2,029 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 1, 2022	PAG	A	106	—	—	23,306 Direct	+0.46%	Acquired	(price as of 2026-08-20)
Oct. 5, 2022	AI	A	50,349	—	—	50,349 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 5, 2022	AI	A	25,945	—	—	25,945 Direct	—	Acquired	(price as of 2026-08-20)
Sept. 30, 2022	APD	A	12	$231.76	$2,781	1,752 Direct	+0.69%	Acquired	33.0% (price as of 2026-08-20)
Sept. 1, 2022	PAG	A	105	—	—	23,200 Direct	+0.45%	Acquired	(price as of 2026-08-20)
June 30, 2022	APD	A	12	$243.13	$2,918	1,740 Direct	+0.69%	Acquired	26.8% (price as of 2026-08-20)
June 1, 2022	PAG	A	99	—	—	23,095 Direct	+0.43%	Acquired	(price as of 2026-08-20)
March 31, 2022	APD	A	10	$253.16	$2,532	1,729 Direct	+0.58%	Acquired	21.8% (price as of 2026-08-20)
March 1, 2022	PAG	A	113	—	—	22,996 Direct	+0.49%	Acquired	(price as of 2026-08-20)
Feb. 3, 2022	APD	A	528	$284.35	$150,137	1,718 Direct	+44.37%	Acquired	8.4% (price as of 2026-08-20)
Dec. 31, 2021	APD	A	6	$303.89	$1,823	1,191 Direct	+0.51%	Acquired	1.5% (price as of 2026-08-20)
Dec. 21, 2021	AI	A	59,984	—	—	59,984 Direct	—	Acquired	(price as of 2026-08-20)
Dec. 16, 2021	PAG	A	3,072	—	—	22,884 Direct	+15.51%	Acquired	(price as of 2026-08-20)
Dec. 1, 2021	PAG	A	91	—	—	19,812 Direct	+0.46%	Acquired	(price as of 2026-08-20)
Sept. 30, 2021	APD	A	7	$260.22	$1,822	1,185 Direct	+0.59%	Acquired	18.5% (price as of 2026-08-20)
Sept. 1, 2021	PAG	A	98	—	—	19,720 Direct	+0.50%	Acquired	(price as of 2026-08-20)
June 30, 2021	APD	A	6	$288.29	$1,730	1,178 Direct	+0.51%	Acquired	6.9% (price as of 2026-08-20)
June 2, 2021	PAG	A	103	—	—	19,622 Direct	+0.53%	Acquired	(price as of 2026-08-20)
March 31, 2021	APD	A	6	$282.61	$1,696	1,172 Direct	+0.51%	Acquired	9.1% (price as of 2026-08-20)
March 1, 2021	PAG	A	120	—	—	19,520 Direct	+0.62%	Acquired	(price as of 2026-08-20)
Jan. 28, 2021	APD	A	556	$269.98	$150,109	1,167 Direct	+91.00%	Acquired	14.2% (price as of 2026-08-20)
Dec. 31, 2020	APD	A	3	$271.10	$813	611 Direct	+0.49%	Acquired	13.7% (price as of 2026-08-20)
Dec. 9, 2020	PAG	A	4,340	—	—	19,400 Direct	+28.82%	Acquired	(price as of 2026-08-20)
Dec. 1, 2020	PAG	A	109	—	—	15,060 Direct	+0.73%	Acquired	(price as of 2026-08-20)
Sept. 30, 2020	APD	A	3	$293.86	$882	608 Direct	+0.50%	Acquired	4.9% (price as of 2026-08-20)
June 30, 2020	APD	A	3	$238.61	$716	605 Direct	+0.50%	Acquired	29.2% (price as of 2026-08-20)
June 30, 2020	APD	A	3	$238.61	$716	605 Direct	+0.50%	Acquired	29.2% (price as of 2026-08-20)
March 31, 2020	APD	A	3	$206.53	$620	602 Direct	+0.50%	Acquired	49.3% (price as of 2026-08-20)
March 9, 2020	APD	A	599	$229.71	$137,596	599 Direct	—	Acquired	34.2% (price as of 2026-08-20)
March 3, 2020	PAG	A	138	—	—	14,950 Direct	+0.93%	Acquired	(price as of 2026-08-20)
Dec. 11, 2019	PAG	A	4,766	—	—	14,812 Direct	+47.44%	Acquired	(price as of 2026-08-20)
Dec. 3, 2019	PAG	A	81	—	—	10,046 Direct	+0.81%	Acquired	(price as of 2026-08-20)
Sept. 4, 2019	PAG	A	93	—	—	9,965 Direct	+0.94%	Acquired	(price as of 2026-08-20)
June 4, 2019	PAG	A	83	—	—	9,872 Direct	+0.85%	Acquired	(price as of 2026-08-20)
March 1, 2019	PAG	A	83	—	—	9,789 Direct	+0.86%	Acquired	(price as of 2026-08-20)
Dec. 12, 2018	PAG	A	5,011	—	—	9,705 Direct	+106.75%	Acquired	(price as of 2026-08-20)
Dec. 4, 2018	PAG	A	41	—	—	4,694 Direct	+0.88%	Acquired	(price as of 2026-08-20)
Sept. 5, 2018	PAG	A	32	—	—	4,653 Direct	+0.69%	Acquired	(price as of 2026-08-20)
June 1, 2018	PAG	A	33	—	—	4,621 Direct	+0.72%	Acquired	(price as of 2026-08-20)
March 1, 2018	PAG	A	34	—	—	4,588 Direct	+0.75%	Acquired	(price as of 2026-08-20)
Dec. 13, 2017	PAG	A	4,554	—	—	4,554 Direct	—	Acquired	(price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Dec. 31, 2025	APD	Phantom Stock [F1]	Common Stock (26)	—	—	26	Acquired
Sept. 30, 2025	APD	Phantom Stock [F1]	Common Stock (24)	—	—	24	Acquired
Sept. 3, 2025	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (178)	—	—	178	Acquired
June 30, 2025	APD	Phantom Stock [F1]	Common Stock (22)	—	—	22	Acquired
June 3, 2025	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (189)	—	—	189	Acquired
March 31, 2025	APD	Phantom Stock [F1]	Common Stock (21)	—	—	21	Acquired
March 6, 2025	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (24,533)	—	—	178	Acquired
Jan. 24, 2025	APD	Phantom Stock [F1]	Common Stock (486)	—	—	486	Acquired
Dec. 31, 2024	APD	Phantom Stock [F1]	Common Stock (18)	—	—	18	Acquired
Dec. 3, 2024	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (173)	—	—	173	Acquired
Sept. 30, 2024	APD	Phantom Stock [F1]	Common Stock (18)	—	—	18	Acquired
Sept. 4, 2024	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (158)	—	—	158	Acquired
June 30, 2024	APD	Phantom Stock [F1]	Common Stock (20)	—	—	20	Acquired
June 4, 2024	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (152)	—	—	152	Acquired
March 31, 2024	APD	Phantom Stock [F1]	Common Stock (21)	—	—	21	Acquired
March 1, 2024	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (133)	—	—	133	Acquired
Jan. 25, 2024	APD	Phantom Stock [F1]	Common Stock (622)	—	—	622	Acquired
Dec. 31, 2023	APD	Phantom Stock [F1]	Common Stock (15)	—	—	15	Acquired
Dec. 27, 2023	AI	Stock Option (Right to Buy)	Class A Common Stock (2,000)	$13.49	Oct. 4, 2032	2,000	Disposed
Dec. 1, 2023	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (121)	—	—	121	Acquired
Oct. 4, 2023	AI	Stock Option (Right to Buy)	Class A Common Stock (22,795)	$24.11	Oct. 3, 2033	22,795	Acquired
Sept. 30, 2023	APD	Phantom Stock [F1]	Common Stock (14)	—	—	14	Acquired
Sept. 1, 2023	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (102)	—	—	102	Acquired
June 30, 2023	APD	Phantom Stock [F1]	Common Stock (14)	—	—	14	Acquired
June 1, 2023	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (112)	—	—	112	Acquired
March 31, 2023	APD	Phantom Stock [F1]	Common Stock (13)	—	—	13	Acquired
March 1, 2023	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (98)	—	—	98	Acquired
Jan. 26, 2023	APD	Phantom Stock [F1]	Common Stock (513)	—	—	513	Acquired
Dec. 31, 2022	APD	Phantom Stock [F1]	Common Stock (9)	—	—	9	Acquired
Dec. 1, 2022	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (106)	—	—	106	Acquired
Oct. 5, 2022	AI	Stock Option (Right to Buy)	Class A Common Stock (50,349)	$13.49	Oct. 4, 2032	50,349	Acquired
Sept. 30, 2022	APD	Phantom Stock [F1]	Common Stock (12)	—	—	12	Acquired
Sept. 1, 2022	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (105)	—	—	105	Acquired
June 30, 2022	APD	Phantom Stock [F1]	Common Stock (12)	—	—	12	Acquired
June 1, 2022	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (99)	—	—	99	Acquired
March 31, 2022	APD	Phantom Stock [F1]	Common Stock (10)	—	—	10	Acquired
March 1, 2022	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (113)	—	—	113	Acquired
Feb. 3, 2022	APD	Phantom Stock [F1]	Common Stock (528)	—	—	528	Acquired
Dec. 31, 2021	APD	Phantom Stock [F1]	Common Stock (6)	—	—	6	Acquired
Dec. 21, 2021	AI	Stock Option (Right to Buy)	Class A Common Stock (59,984)	$33.64	Dec. 20, 2031	59,984	Acquired
Dec. 16, 2021	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (3,072)	—	—	3,072	Acquired
Dec. 1, 2021	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (91)	—	—	91	Acquired
Sept. 30, 2021	APD	Phantom Stock [F1]	Common Stock (7)	—	—	7	Acquired
Sept. 1, 2021	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (98)	—	—	98	Acquired
June 30, 2021	APD	Phantom Stock [F1]	Common Stock (6)	—	—	6	Acquired
June 2, 2021	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (103)	—	—	103	Acquired
March 31, 2021	APD	Phantom Stock [F1]	Common Stock (6)	—	—	6	Acquired
March 1, 2021	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (120)	—	—	120	Acquired
Jan. 28, 2021	APD	Phantom Stock [F1]	Common Stock (556)	—	—	556	Acquired
Dec. 31, 2020	APD	Phantom Stock [F1]	Common Stock (3)	—	—	3	Acquired
Dec. 9, 2020	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (4,340)	—	—	4,340	Acquired
Dec. 1, 2020	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (109)	—	—	109	Acquired
Sept. 30, 2020	APD	Phantom Stock [F1]	Common Stock (3)	—	—	3	Acquired
June 30, 2020	APD	Phantom Stock [F1]	Common Stock (3)	—	—	3	Acquired
June 30, 2020	APD	Phantom Stock [F1]	Common Stock (3)	—	—	3	Acquired
March 31, 2020	APD	Phantom Stock [F1]	Common Stock (3)	—	—	3	Acquired
March 9, 2020	APD	Phantom Stock [F1]	Common Stock (599)	—	—	599	Acquired
March 3, 2020	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (138)	—	—	138	Acquired
Dec. 11, 2019	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (4,766)	—	—	4,766	Acquired
Dec. 3, 2019	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (81)	—	—	81	Acquired
Sept. 4, 2019	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (93)	—	—	93	Acquired
June 4, 2019	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (83)	—	—	83	Acquired
March 1, 2019	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (83)	—	—	83	Acquired
Dec. 12, 2018	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (5,011)	—	—	5,011	Acquired
Dec. 4, 2018	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (41)	—	—	41	Acquired
Sept. 5, 2018	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (32)	—	—	32	Acquired
June 1, 2018	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (33)	—	—	33	Acquired
March 1, 2018	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (34)	—	—	34	Acquired
Dec. 13, 2017	PAG	Deferred Stock Units (Phantom Stock)	Common Stock (4,554)	—	—	4,554	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Ownership
Dec. 23, 2021	AI	No securities beneficially owned	Direct
Dec. 23, 2021	AI	No securities beneficially owned	Direct
Nov. 8, 2019	KOS	common shares	Direct