Daniel R Phillips
CIK 1600203 · Senior Vice President · last filed 2025-02-04
Daniel R Phillips is a Senior Vice President who has filed 23 SEC Form 4 insider transactions across 1 company since 2016. The most recent filing, for PBHC, was dated Feb 4, 2025. Across all open-market trades the lifetime net is −$120.3K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $709.1K 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.
$709.1K
1
23
-$120.3K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| PBHC | Senior Vice President | 44,291 | $16.01 | $709.1K | -$120.3K | 21 | 2025-02-04 |
Recent Filings
23 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-02-04 | PBHC | — | — | $0 | EDGAR |
| 2024-11-21 | PBHC | Exer (M) | +13,266 | $150.6K | EDGAR |
| 2024-11-05 | PBHC | Exer (M) | +9,787 | $107.2K | EDGAR |
| 2024-09-17 | PBHC | Sell (S) | −4,800 | -$75.0K | EDGAR |
| 2024-09-16 | PBHC | Notice (144) | −5,000 | -$78.2K | EDGAR |
| 2024-08-19 | PBHC | Sell (S) | −1,055 | -$16.3K | EDGAR |
| 2024-03-19 | PBHC | — | — | $0 | EDGAR |
| 2023-09-15 | PBHC | Exer (M) | +5,000 | $54.0K | EDGAR |
| 2023-09-11 | PBHC | Notice (144) | −4,000 | -$52.0K | EDGAR |
| 2023-03-23 | PBHC | — | — | $0 | 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.