Phillip Kent Marshall
CIK 1323020 · CFO · last filed 2020-02-12
"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
$437.4K
Companies
2
Total Filings
27
Lifetime Open-Market Net
$109.5K
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 |
|---|---|---|---|---|---|---|---|
| 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 · Page 2 of 3
27 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2013-06-06 | RICK | Buy (P) | +490 | $4.2K | EDGAR |
| 2013-03-08 | RICK | Buy (P) | +800 | $6.9K | EDGAR |
| 2012-11-14 | RICK | Buy (P) | +360 | $2.9K | EDGAR |
| 2012-08-22 | RICK | Buy (P) | +550 | $4.3K | EDGAR |
| 2012-07-05 | RICK | Mixed | — | $0 | EDGAR |
| 2012-05-18 | RICK | Buy (P) | +330 | $2.8K | EDGAR |
| 2012-04-04 | RICK | Buy (P) | +1,000 | $9.6K | EDGAR |
| 2011-08-17 | RICK | Buy (P) | +245 | $2.0K | EDGAR |
| 2011-08-16 | RICK | Buy (P) | +225 | $1.6K | EDGAR |
| 2011-01-03 | RICK | Buy (P) | +500 | $4.1K | 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.