DAVID C PHELAN
CIK 1268183 · EVP; Gen Counsel and Secretary · last filed 2023-11-17
"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
$21.89M
Companies
2
Total Filings
31
Lifetime Open-Market Net
-$5.51M
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.
Recent Filings · Page 2 of 4
31 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2021-11-17 | XLF | Tax (F) | −1,059 | -$105.8K | EDGAR |
| 2021-08-17 | XLF | Tax (F) | −1,059 | -$96.1K | EDGAR |
| 2021-05-21 | XLF | Sell (S) | −50,000 | -$4.21M | EDGAR |
| 2021-05-18 | XLF | Tax (F) | −741 | -$64.3K | EDGAR |
| 2021-03-02 | XLF | Mixed | +17,062 | -$73.9K | EDGAR |
| 2021-02-17 | XLF | Tax (F) | −1,017 | -$74.7K | EDGAR |
| 2020-11-17 | XLF | Tax (F) | −1,822 | -$124.8K | EDGAR |
| 2020-08-18 | XLF | Tax (F) | −1,599 | -$112.8K | EDGAR |
| 2011-02-28 | STT | Mixed | +18,987 | -$37.1K | EDGAR |
| 2011-02-17 | STT | Tax (F) | −6,869 | -$313.9K | EDGAR |
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.