Phillip Kent Marshall
CIK 1323020 · CFO · last filed 2020-02-12
Phillip Kent Marshall is a CFO who has filed 27 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing shows the insider bought $4.5K of RICK on Feb 12, 2020. Across all open-market trades the lifetime net is +$109.5K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $437.4K 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.
$437.4K
2
27
$109.5K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| RICK | CFO | 16,000 | $27.34 | $437.4K | $117.2K | 25 | 2020-02-12 |
| United Development Funding IV (UDF) Delisted | Director | 3,280 | — | — | -$7.7K | 2 | 2015-12-14 |
Recent Filings
27 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-02-12 | RICK | Buy (P) | +430 | $4.5K | EDGAR |
| 2019-01-04 | RICK | Buy (P) | +320 | $7.0K | EDGAR |
| 2016-02-16 | RICK | Buy (P) | +250 | $2.0K | EDGAR |
| 2016-01-07 | RICK | Buy (P) | +780 | $7.5K | EDGAR |
| 2015-12-14 | United Development Funding IV (UDF) Delisted | Buy (P) | +1,280 | $10.3K | EDGAR |
| 2015-06-10 | RICK | Buy (P) | +650 | $7.9K | EDGAR |
| 2015-03-26 | United Development Funding IV (UDF) Delisted | Sell (S) | −1,000 | -$18.0K | EDGAR |
| 2015-02-17 | RICK | Buy (P) | +1,000 | $10.5K | EDGAR |
| 2014-03-25 | RICK | Buy (P) | +500 | $5.5K | EDGAR |
| 2013-08-15 | RICK | Buy (P) | +345 | $3.3K | EDGAR |