Davis Lisa Ann

Director · PAG, PSX, APD

As of 2026-09-16, Davis Lisa Ann has 33 Form 4 transactions on record across 3 companies — 18 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Pattern in the record: open-market sales filed in August in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.

Reconstructed holdings

Direct: $8.8MIndirect: $1.8M$10.7Mas of 2026-09-16
  • Direct $8.8M
  • Indirect $1.8M
PAGdirect25,715 sh$5.5M
PSXdirect8,701 sh$2.3M
PSXindirect5,752 sh$1.5M
APDdirect3,608 sh$1.0M
PAGindirect1,529 sh$327K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

PAG · 21 trades
2026-09-01: Award / grant, 170 sh2026-09-01: Award / grant, 170 sh2026-09-01: Award / grant, 170 sh2026-09-01: Award / grant, 170 sh2026-06-03: Award / grant, 209 sh2026-06-03: Award / grant, 209 sh2026-03-05: Award / grant, 223 sh2026-03-05: Award / grant, 223 sh2025-12-16: Award / grant, 1,488 sh ($0)2025-12-02: Award / grant, 214 sh2025-12-02: Award / grant, 214 sh2025-09-03: Award / grant, 178 sh2025-09-03: Award / grant, 178 sh2025-08-18: Sale, 1,604 sh ($290K)2025-06-03: Award / grant, 189 sh2025-06-03: Award / grant, 189 sh2025-03-06: Award / grant, 178 sh2025-03-06: Award / grant, 178 sh2024-12-11: Award / grant, 1,529 sh ($0)2024-12-03: Award / grant, 173 sh2024-12-03: Award / grant, 173 sh
PSX · 6 trades
2026-08-10: Sale, 1,000 sh ($207K)2026-08-10: Sale, 315 sh ($66K)2026-08-10: Sale, 200 sh ($42K)2026-03-13: Sale, 3,800 sh ($663K)2026-01-15: Award / grant, 1,423 sh ($200K)2025-01-15: Award / grant, 1,684 sh ($200K)
APD · 6 trades
2025-12-31: Award / grant, 26 sh ($6K)2025-09-30: Award / grant, 24 sh ($6K)2025-06-30: Award / grant, 22 sh ($6K)2025-03-31: Award / grant, 21 sh ($6K)2025-01-24: Award / grant, 486 sh ($160K)2024-12-31: Award / grant, 18 sh ($5K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-08-10PSXSale1,000 @ $207.21$207K−13.8% of holding6,267Form 4
2026-08-10PSXSale315 @ $208.99$66K−5.2% of holding5,752Form 4
2026-08-10PSXSale200 @ $208.37$42K−3.2% of holding6,067Form 4
2026-03-13PSXSale3,800 @ $174.37$663K−30.4% of holding8,701Form 4
2025-08-18PAGSale1,604 @ $180.74$290K−51.2% of holding1,529Form 4
28 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-09-01PAGAward / grant17025,715Form 4
2026-09-01PAGAward / grant17025,715Form 4
2026-09-01PAGAward / grant17025,715Form 4
2026-09-01PAGAward / grant17025,715Form 4
2026-06-03PAGAward / grant20925,546Form 4
2026-06-03PAGAward / grant20925,546Form 4
2026-03-05PAGAward / grant22325,336Form 4
2026-03-05PAGAward / grant22325,336Form 4
2026-01-15PSXAward / grant1,42312,490Form 4
2025-12-31APDAward / grant263,608Form 4
2025-12-16PAGAward / grant1,4881,488Form 4
2025-12-02PAGAward / grant21425,113Form 4
2025-12-02PAGAward / grant21425,113Form 4
2025-09-30APDAward / grant243,583Form 4
2025-09-03PAGAward / grant17824,900Form 4
2025-09-03PAGAward / grant17824,900Form 4
2025-06-30APDAward / grant223,559Form 4
2025-06-03PAGAward / grant18924,722Form 4
2025-06-03PAGAward / grant18924,722Form 4
2025-03-31APDAward / grant213,537Form 4
2025-03-06PAGAward / grant17824,533Form 4
2025-03-06PAGAward / grant17824,533Form 4
2025-01-24APDAward / grant4863,515Form 4
2025-01-15PSXAward / grant1,68411,067Form 4
2024-12-31APDAward / grant183,029Form 4
2024-12-11PAGAward / grant1,5291,529Form 4
2024-12-03PAGAward / grant17324,355Form 4
2024-12-03PAGAward / grant17324,355Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.