Insider · CIK 0001706496

Davis Lisa Ann

Reports to the SEC for 5 companies · BLOOMFIELD HILLS, MI

sec.gov

Transactions

Companies

Filings

CIK

0001706496

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-09-01	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+170 sh	—	—	25,715
2026-08-10	PSXPhillips 66S Sale	Director	SSale	−1,000 sh	$207.21	−$207K	6,267
2026-08-10	PSXPhillips 66S Sale	Director	SSale	−200 sh	$208.37	−$41.7K	6,067
2026-08-10	PSXPhillips 66S Sale	Director	SSale	−315 sh	$208.99	−$65.8K	5,752
2026-06-03	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+209 sh	—	—	25,546
2026-03-05	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+223 sh	—	—	25,336
2026-01-15	PSXPhillips 66A Award	Director	AAward	+1,423 sh	$140.56	+$200K	12,490
2025-12-31	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+25.764 sh	$248.91	+$6,412.793	3,608.33
2025-12-16	PAGPENSKE AUTOMOTIVE GROUP, INC.A Award	Director	AAward	+1,488 sh	—	—	1,488
2025-12-02	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+214 sh	—	—	25,113
2025-09-30	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+23.553 sh	$270.48	+$6,370.642	3,582.566
2025-09-03	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+178 sh	—	—	24,900
2025-08-18	PAGPENSKE AUTOMOTIVE GROUP, INC.S Sale	Director	SSale	−1,604 sh	$180.74	−$290K	1,529
2025-06-30	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+22.421 sh	$282.35	+$6,330.513	3,559.013
2025-06-03	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+189 sh	—	—	24,722
2025-03-31	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+21.289 sh	$292.27	+$6,222.078	3,536.592
2025-03-06	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+178 sh	—	—	24,533
2025-01-24	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+485.938 sh	$329.26	+$160K	3,515.303
2025-01-15	PSXPhillips 66A Award	Director	AAward	+1,684 sh	$118.78	+$200K	11,067
2024-12-31	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+18.46 sh	$288.69	+$5,329.304	3,029.365
2024-12-11	PAGPENSKE AUTOMOTIVE GROUP, INC.A Award	Director	AAward	+1,529 sh	—	—	1,529
2024-12-03	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+173 sh	—	—	24,355
2024-10-02	AIC3.ai, Inc. · Stock Option (Right to Buy)A Award	Director	AAward	+23.6K sh	—	—	23,642
2024-09-30	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+17.639 sh	$300.36	+$5,298.08	3,010.905
2024-09-04	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+158 sh	—	—	24,182
2024-06-30	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+20.005 sh	$263.07	+$5,262.663	2,993.266
2024-06-04	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+152 sh	—	—	24,024
2024-03-31	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+21.323 sh	$242.27	+$5,165.899	2,973.261
2024-03-01	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+133 sh	—	—	23,872
2024-01-25	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+622.181 sh	$257.16	+$160K	2,951.938
2024-01-16	PSXPhillips 66A Award	Director	AAward	+1,524 sh	$131.31	+$200K	9,383
2023-12-31	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+14.773 sh	$274.23	+$4,051.227	2,329.757
2023-12-27	AIC3.ai, Inc.F Tax Payment	Director	FTax Payment	−915 sh	$29.98	−$27.4K	27,030
2023-12-27	AIC3.ai, Inc. · Stock Option (Right to Buy)M Exercise/Conversion	Director	MExercise/Conversion	−2,000 sh	—	—	48,349
2023-12-27	AIC3.ai, Inc.M Exercise/Conversion	Director	MExercise/Conversion	+2,000 sh	$13.49	+$27K	27,945
2023-12-13	PAGPENSKE AUTOMOTIVE GROUP, INC.A Award	Director	AAward	+1,604 sh	—	—	1,604
2023-12-01	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+121 sh	—	—	23,739
2023-10-04	AIC3.ai, Inc. · Stock Option (Right to Buy)A Award	Director	AAward	+22.8K sh	—	—	22,795
2023-09-30	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+14.037 sh	$286.87	+$4,026.651	2,314.984
2023-09-01	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+102 sh	—	—	23,618
2023-06-30	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+13.581 sh	$294.75	+$4,002.882	2,300.948
2023-06-01	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+112 sh	—	—	23,516
2023-05-02	PAGPENSKE AUTOMOTIVE GROUP, INC.S Sale	Director	SSale	−2,029 sh	$140.92	−$286K	0
2023-03-31	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+13.171 sh	$279.72	+$3,684.192	2,287.367
2023-03-01	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+98 sh	—	—	23,404
2023-01-26	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+512.738 sh	$312.05	+$160K	2,274.196
2023-01-17	PSXPhillips 66A Award	Director	AAward	+1,929 sh	$103.69	+$200K	7,859
2022-12-31	APDAir Products & Chemicals, Inc. · Phantom StockA Award	Director	AAward	+9.116 sh	$311.41	+$2,838.782	1,761.458
2022-12-14	PAGPENSKE AUTOMOTIVE GROUP, INC.A Award	Director	AAward	+2,029 sh	—	—	2,029
2022-12-01	PAGPENSKE AUTOMOTIVE GROUP, INC. · Deferred Stock Units (Phantom Stock)A Award	Director	AAward	+106 sh	—	—	23,306

Recent filings

Accepted (ET)
Sep 34
Davis Lisa Ann0001628280-26-060467
SEC(opens sec.gov)
Aug 114
Davis Lisa Ann0001706496-26-000008
SEC(opens sec.gov)
Jun 54
Davis Lisa Ann0001628280-26-041076
SEC(opens sec.gov)
Mar 94
Davis Lisa Ann0001628280-26-015806
SEC(opens sec.gov)
Jan 204
Davis Lisa Ann0001706496-26-000002
SEC(opens sec.gov)
Jan 54
Davis Lisa Ann0001225208-26-000088
SEC(opens sec.gov)
Dec 184
Davis Lisa Ann0001628280-25-057945
SEC(opens sec.gov)
Dec 44
Davis Lisa Ann0001628280-25-055410
SEC(opens sec.gov)
Oct 24
Davis Lisa Ann0001225208-25-008252
SEC(opens sec.gov)
Sep 54
Davis Lisa Ann0001019849-25-000125
SEC(opens sec.gov)
Aug 204
Davis Lisa Ann0001019849-25-000114
SEC(opens sec.gov)
Jul 24
Davis Lisa Ann0001225208-25-006273
SEC(opens sec.gov)
Jun 44
Davis Lisa Ann0001019849-25-000071
SEC(opens sec.gov)
Apr 24
Davis Lisa Ann0001225208-25-003808
SEC(opens sec.gov)
Mar 104
Davis Lisa Ann0001019849-25-000032
SEC(opens sec.gov)
Jan 274
Davis Lisa Ann0001225208-25-000848
SEC(opens sec.gov)
Jan 174
Davis Lisa Ann0001534701-25-000030
SEC(opens sec.gov)
Jan 34
Davis Lisa Ann0001225208-25-000117
SEC(opens sec.gov)

Companies

Address

2555 TELEGRAPH RD.

BLOOMFIELD HILLS, MI, 48302