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William Lawrence Phelan

CIK 1811814 · Chief Financial Officer · last filed 2024-10-21

William Lawrence Phelan is a Chief Financial Officer who has filed 18 SEC Form 4 insider transactions across 2 companies since 2020. The most recent filing, for LUNA, was dated Oct 21, 2024. Across all open-market trades the lifetime net is −$92.9K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $795.8K 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

$795.8K

Companies

2

Total Filings

18

Lifetime Open-Market Net

-$92.9K

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
LUNA INNOVATIONS INC (LUNA) Delisted Chief Financial Officer 150,000 $0.89 $133.4K $0 1 2024-10-21
MDXG Chief Accounting Officer 184,219 $4.32 $795.8K -$92.9K 14 2023-05-12

Recent Filings

18 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
2024-10-21 LUNA INNOVATIONS INC (LUNA) Delisted Grant (A) +150,000 $0 EDGAR
2023-05-12 MDXG Sell (S) −1,595 -$9.5K EDGAR
2023-05-10 MDXG Notice (144) −1,595 -$9.5K EDGAR
2023-05-03 MDXG Sell (S) −5,200 -$19.7K EDGAR
2023-05-02 MDXG Notice (144) −5,200 -$20.6K EDGAR
2023-04-27 MDXG Sell (S) −1,628 -$6.1K EDGAR
2023-04-25 MDXG Notice (144) −1,628 -$6.1K EDGAR
2023-04-13 MDXG Sell (S) −1,632 -$5.4K EDGAR
2023-03-15 MDXG Grant (A) +53,030 $245.0K EDGAR
2023-03-09 MDXG Sell (S) −3,396 -$14.4K EDGAR
Showing 1–10 of 18
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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.