DAVID C PHELAN
CIK 1268183 · EVP; Gen Counsel and Secretary · last filed 2023-11-17
DAVID C PHELAN is an EVP; Gen Counsel and Secretary who has filed 31 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing shows the insider had shares withheld for taxes covering $27.3K of XLF on Nov 17, 2023. Across all open-market trades the lifetime net is −$5.5M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $21.9M 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.
$21.89M
2
31
-$5.51M
Holdings By Company
Recent Filings
31 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-11-17 | XLF | Tax (F) | −391 | -$27.3K | EDGAR |
| 2023-08-17 | XLF | Tax (F) | −391 | -$27.2K | EDGAR |
| 2023-05-17 | XLF | Tax (F) | −391 | -$26.6K | EDGAR |
| 2023-02-28 | XLF | Mixed | −2,525 | -$1.30M | EDGAR |
| 2023-02-17 | XLF | Mixed | +4,710 | -$775.7K | EDGAR |
| 2022-11-17 | XLF | Tax (F) | −717 | -$57.0K | EDGAR |
| 2022-08-17 | XLF | Tax (F) | −717 | -$53.4K | EDGAR |
| 2022-05-17 | XLF | Tax (F) | −717 | -$49.6K | EDGAR |
| 2022-03-01 | XLF | Mixed | +15,084 | -$123.3K | EDGAR |
| 2022-02-17 | XLF | Tax (F) | −2,062 | -$206.9K | EDGAR |