William Lawrence Phelan
CIK 1811814 · Chief Financial Officer · last filed 2024-10-21
"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 · Page 2 of 2
18 filingsInsider 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 |
|---|---|---|---|---|---|
| 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 |
| 2022-03-10 | MDXG | Grant (A) | +8,474 | $45.8K | EDGAR |
| 2021-05-03 | MDXG | Tax (F) | −5,433 | -$52.7K | EDGAR |
| 2021-03-08 | MDXG | Grant (A) | +29,791 | $0 | EDGAR |
| 2020-11-05 | MDXG | Grant (A) | +8,474 | $61.3K | EDGAR |
| 2020-08-06 | MDXG | Grant (A) | +59,322 | $0 | EDGAR |
Showing 11–18 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.
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.