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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 $3.7M 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.

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Disclosed Exposure

$3.74M

Companies

1

Total Filings

70

Lifetime Open-Market Net

-$3.10M

Filer Profile

Reported Address
3040 POST OAK BLVD
SUITE 300
HOUSTON, TX 77056
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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
CSV Sr. VP & Regional Partner 114,897 $32.52 $3.74M -$3.10M 64 2025-02-25

Recent Filings

70 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
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
Showing 1–10 of 70
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Form 4 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.
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.