Daniel R Phillips
CIK 1600203 · Senior Vice President · last filed 2025-02-04
Daniel R Phillips is a Senior Vice President who has filed 21 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 $684.3K 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.
$684.3K
1
21
-$120.3K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| PBHC | Senior Vice President | 44,291 | $15.45 | $684.3K | -$120.3K | 21 | 2025-02-04 |
Recent Filings
21 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 |
| 2024-08-19 | 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 |
| 2023-03-23 | PBHC | — | — | $0 | EDGAR |
| 2022-12-01 | PBHC | Exer (M) | +4,000 | $43.2K | EDGAR |
| 2022-06-09 | PBHC | Exer (M) | +4,000 | $43.2K | EDGAR |