David S. Phillips

CIK 1739917 · Chief Investment Officer · last filed 2026-03-03

David S. Phillips is a Chief Investment Officer who has filed 19 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing shows the insider had shares withheld for taxes covering $1.5M of AXSpE on Mar 3, 2026. Current disclosed insider exposure totals $1.9M 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

$1.91M

Companies

1

Total Filings

19

Lifetime Open-Market Net

$0

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
AXSpE Chief Investment Officer 98,339 $19.47 $1.91M $0 19 2026-03-03

Recent Filings

19 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-03-03 AXSpE Tax (F) −14,327 -$1.51M EDGAR
2026-01-29 AXSpE Grant (A) +23,051 $0 EDGAR
2025-03-04 AXSpE Tax (F) −14,436 -$1.40M EDGAR
2025-01-30 AXSpE Grant (A) +24,439 $0 EDGAR
2024-03-05 AXSpE Tax (F) −4,595 -$279.7K EDGAR
2024-02-01 AXSpE Grant (A) +10,016 $0 EDGAR
2023-03-03 AXSpE Tax (F) −6,354 -$386.6K EDGAR
2023-01-26 AXSpE Grant (A) +8,719 $0 EDGAR
2022-03-03 AXSpE Tax (F) −6,898 -$365.0K EDGAR
2022-01-27 AXSpE Grant (A) +9,178 $0 EDGAR
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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.