Robert J. Phelan
CIK 1802419 · Chief Financial Officer · last filed 2026-08-25
Robert J. Phelan is a Chief Financial Officer who has filed 27 SEC Form 4 insider transactions across 2 companies since 2020. The most recent filing, for CVSA, was dated Aug 25, 2026. Across all open-market trades the lifetime net is −$2.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $6.8M 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.
$6.77M
2
27
-$2.28M
Filer Profile
28TH FLOOR
CHICAGO, IL 60661
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CVSA | Chief Financial Officer | 54,083 | $125.09 | $6.77M | -$2.28M | 4 | 2026-08-25 |
| Covista Inc. (ATGE) Delisted | Chief Financial Officer | 66,429 | $98.54 | $6.55M | $0 | 21 | 2025-11-14 |
Recent Filings
27 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-08-25 | CVSA | Mixed | +8,265 | $1.09M | EDGAR |
| 2026-08-11 | CVSA | Sell (S) | −2,186 | -$295.4K | EDGAR |
| 2026-07-09 | CVSA | Sell (S) | −5,314 | -$719.5K | EDGAR |
| 2026-07-07 | CVSA | Notice (144) | −7,500 | -$971.7K | EDGAR |
| 2026-05-12 | CVSA | Sell (S) | −10,000 | -$1.26M | EDGAR |
| 2026-05-08 | CVSA | Notice (144) | −10,000 | -$1.17M | EDGAR |
| 2025-11-14 | Covista Inc. (ATGE) Delisted | Mixed | +3,636 | $352.6K | EDGAR |
| 2025-11-12 | Covista Inc. (ATGE) Delisted | Tax (F) | −1,637 | -$155.8K | EDGAR |
| 2025-08-27 | Covista Inc. (ATGE) Delisted | Mixed | +19,904 | $2.68M | EDGAR |
| 2024-11-15 | Covista Inc. (ATGE) Delisted | Grant (A) | +4,220 | $379.2K | 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.