PHILLIP M FERNANDEZ
CIK 1200465 · President, CEO & Chairman · last filed 2026-07-02
"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.
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Disclosed Exposure
$3.85M
Companies
4
Total Filings
157
Lifetime Open-Market Net
-$30.72M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| BRZE | Director | 28,055 | $25.11 | $704.5K | -$1.51M | 23 | 2026-07-02 |
| PTC | Director | 23,397 | $127.51 | $2.98M | -$916.9K | 44 | 2021-06-17 |
| YEXT | Director | 28,078 | $5.63 | $158.1K | -$530.1K | 19 | 2019-06-14 |
| Marketo, Inc. (MKTO) Delisted | President, CEO & Chairman | 513,421 | — | — | -$27.76M | 61 | 2016-08-11 |
Recent Filings · Page 4 of 16
157 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2021-11-23 | BRZE | Other (J) | — | $0 | EDGAR |
| 2021-06-17 | PTC | Exer (M) | +1,727 | $0 | EDGAR |
| 2021-05-25 | PTC | Sell (S) | −250 | -$33.1K | EDGAR |
| 2021-04-27 | PTC | Sell (S) | −250 | -$36.9K | EDGAR |
| 2021-03-24 | PTC | Sell (S) | −250 | -$32.7K | EDGAR |
| 2021-02-24 | PTC | Sell (S) | −250 | -$34.8K | EDGAR |
| 2021-02-11 | PTC | Mixed | +2,866 | $0 | EDGAR |
| 2021-01-26 | PTC | Sell (S) | −250 | -$33.1K | EDGAR |
| 2020-12-28 | PTC | Sell (S) | −250 | -$30.0K | EDGAR |
| 2020-11-24 | PTC | Sell (S) | −250 | -$26.0K | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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.
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.