PHILLIP M FERNANDEZ
CIK 1200465 · President, CEO & Chairman · last filed 2026-07-02
PHILLIP M FERNANDEZ is a President, CEO & Chairman who has filed 157 SEC Form 4 insider transactions across 4 companies since 2013. The most recent filing, for BRZE, was dated Jul 2, 2026. Across all open-market trades the lifetime net is −$30.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $3.9M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$3.85M
4
157
-$30.72M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| BRZE | Director | 28,055 | $24.84 | $697.0K | -$1.51M | 23 | 2026-07-02 |
| PTC | Director | 23,397 | $128.00 | $2.99M | -$916.9K | 44 | 2021-06-17 |
| YEXT | Director | 28,078 | $5.63 | $158.2K | -$530.1K | 19 | 2019-06-14 |
| Marketo, Inc. (MKTO) Delisted | President, CEO & Chairman | 513,421 | — | — | -$27.76M | 61 | 2016-08-11 |
Recent Filings
157 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-07-02 | BRZE | Grant (A) | +7,753 | $0 | EDGAR |
| 2026-02-02 | BRZE | Other (J) | — | $0 | EDGAR |
| 2025-06-27 | BRZE | Grant (A) | +5,033 | $0 | EDGAR |
| 2025-04-01 | BRZE | Mixed | — | -$62.2K | EDGAR |
| 2025-03-28 | BRZE | Notice (144) | −1,500 | -$55.0K | EDGAR |
| 2025-02-20 | BRZE | Mixed | — | -$61.9K | EDGAR |
| 2025-01-17 | BRZE | Mixed | — | -$64.7K | EDGAR |
| 2024-12-17 | BRZE | Mixed | — | -$63.0K | EDGAR |
| 2024-12-13 | BRZE | Notice (144) | −4,500 | -$189.0K | EDGAR |
| 2024-07-17 | BRZE | Mixed | — | -$462.4K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.