William Lawrence Phelan
CIK 1811814 · Chief Financial Officer · last filed 2024-10-21
William Lawrence Phelan is a Chief Financial Officer who has filed 15 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 $663.2K 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.
$663.2K
2
15
-$92.9K
Holdings By Company
| 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 | $3.60 | $663.2K | -$92.9K | 14 | 2023-05-12 |
Recent Filings
15 filings| 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 |
| 2023-05-03 | MDXG | Sell (S) | −5,200 | -$19.7K | EDGAR |
| 2023-04-27 | MDXG | Sell (S) | −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 |
| 2022-05-10 | MDXG | Sell (S) | −5,750 | -$21.9K | EDGAR |
| 2022-04-12 | MDXG | Grant (A) | +53,030 | $245.0K | EDGAR |
| 2022-03-10 | MDXG | Sell (S) | −3,268 | -$15.9K | EDGAR |