Shawn R Phillips
CIK 1427418 · Sr. VP & Regional Partner · last filed 2025-02-25
Shawn R Phillips is a Sr. VP & Regional Partner who has filed 70 SEC Form 4 insider transactions across 1 company since 2009. The most recent filing shows the insider had shares withheld for taxes covering $106.4K of CSV on Feb 25, 2025. Across all open-market trades the lifetime net is −$3.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $4.7M 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.
$4.69M
1
70
-$3.10M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CSV | Sr. VP & Regional Partner | 114,897 | $40.84 | $4.69M | -$3.10M | 64 | 2025-02-25 |
Recent Filings
70 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-02-25 | CSV | Tax (F) | −2,612 | -$106.4K | EDGAR |
| 2025-02-21 | CSV | Mixed | +25,406 | $1.02M | EDGAR |
| 2024-11-27 | CSV | Exer (M) | +7,920 | $163.7K | EDGAR |
| 2024-11-25 | CSV | Mixed | +158 | -$345.6K | EDGAR |
| 2024-11-21 | CSV | Notice (144) | −5,028 | -$195.1K | EDGAR |
| 2024-08-13 | CSV | Sell (S) | −19,916 | -$596.4K | EDGAR |
| 2024-08-13 | CSV | Notice (144) | −7,815 | -$234.8K | EDGAR |
| 2024-08-12 | CSV | Notice (144) | −7,101 | -$213.1K | EDGAR |
| 2024-08-09 | CSV | Notice (144) | −5,000 | -$148.6K | EDGAR |
| 2024-05-10 | CSV | Sell (S) | −21,186 | -$547.4K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.