Jeffrey S Phlegar
CIK 1285634 · View on SEC EDGAR ↗
First SEC filing: June 26, 2012 · Latest: June 26, 2012
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 12, 2021 | MMD | S | 2,500 | $22.87 | $57,175 | 0 Direct | -100.00% | Disposed | -34.0% (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Jan. 23, 2009 | AB | Holding Unit option (right to buy) | Holding Units [F1] (58,405) | $17.05 | Jan. 23, 2019 | 58,405 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 7 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 26, 2012 | MMD | Shares of beneficial interest | 0 | Direct |
| April 7, 2004 | AB | Units rep. assign. of beneficial ownership of l.p. interests | 33,799 | Direct |
| April 7, 2004 | AB | Employee Unit Option (right to buy)→ Units rep. assign. of beneficial ownership of l.p. interests (15,000) | 15,000 | Direct |
| April 7, 2004 | AB | Employee Unit Option (right to buy)→ Units rep. assign. of beneficial ownership of l.p. interests (25,000) | 25,000 | Direct |
| April 7, 2004 | AB | Employee Unit Option (right to buy)→ Units rep. assign. of beneficial ownership of l.p. interests (15,000) | 15,000 | Direct |
| April 7, 2004 | AB | Employee Unit Option (right to buy)→ Units rep. assign. of beneficial ownership of l.p. interests (15,000) | 15,000 | Direct |
| April 7, 2004 | AB | Employee Unit Option (right to buy)→ Units rep. assign. of beneficial ownership of l.p. interests (20,000) | 20,000 | Direct |