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 3 of 3
27 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2010-10-04 | RICK | Grant (A) | — | $0 | EDGAR |
| 2010-08-27 | RICK | Buy (P) | +750 | $4.6K | EDGAR |
| 2010-05-17 | RICK | Buy (P) | +480 | $5.0K | EDGAR |
| 2009-12-31 | RICK | Buy (P) | +755 | $6.6K | EDGAR |
| 2009-02-24 | RICK | Buy (P) | +800 | $2.5K | EDGAR |
| 2008-12-31 | RICK | Buy (P) | +3,000 | $12.0K | EDGAR |
| 2007-08-27 | RICK | Grant (A) | — | $0 | EDGAR |
Showing 21–27 of 27
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Page 3 of 3
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.