Joseph Robert Lee
CIK 2014676 · Chief Compliance Officer · last filed 2025-04-16
Joseph Robert Lee is a Chief Compliance Officer who has filed 2 SEC Form 4 insider transactions across 1 company since 2024. The most recent filing shows the insider had shares withheld for taxes covering $268.9K of PACS on Apr 16, 2025. Current disclosed insider exposure totals $29.1M 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.
$29.13M
1
2
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| PACS | Chief Compliance Officer | 648,122 | $44.95 | $29.13M | $0 | 2 | 2025-04-16 |
Recent Filings
2 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-04-16 | PACS | Tax (F) | −28,763 | -$268.9K | EDGAR |
| 2024-04-15 | PACS | Mixed | +676,885 | -$1.55M | 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.