Phillip R. Ulrich
CIK 1926529 · View on SEC EDGAR ↗
First SEC filing: June 6, 2022 · Latest: Aug. 5, 2025
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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
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 10, 2025 | AEP | A | 108 | $107.32 | $11,591 | 13,191 Direct | +0.83% | Acquired | 15.0% (price as of 2026-08-21) |
| March 10, 2025 | AEP | F | 13 | $107.32 | $1,395 | 13,178 Direct | -0.10% | Disposed | 15.0% (price as of 2026-08-21) |
| Feb. 26, 2025 | AEP | A | 9,589 | — | — | 17,124 Direct | +127.26% | Acquired | (price as of 2026-08-21) |
| Feb. 26, 2025 | AEP | F | 4,041 | — | — | 13,083 Direct | -23.60% | Disposed | (price as of 2026-08-21) |
| Feb. 21, 2025 | AEP | F | 332 | $105.33 | $34,970 | 8,145 Direct | -3.92% | Disposed | 17.2% (price as of 2026-08-21) |
| Feb. 21, 2025 | AEP | F | 294 | $105.33 | $30,967 | 7,851 Direct | -3.61% | Disposed | 17.2% (price as of 2026-08-21) |
| Feb. 21, 2025 | AEP | F | 316 | $105.33 | $33,284 | 7,535 Direct | -4.02% | Disposed | 17.2% (price as of 2026-08-21) |
| Feb. 18, 2025 | AEP | A | 2,935 | — | — | 16,810 Direct | +21.15% | Acquired | (price as of 2026-08-21) |
| Nov. 1, 2024 | AEP | A | 5,141 | $97.25 | $499,962 | 13,786 Direct | +59.47% | Acquired | 27.0% (price as of 2026-08-21) |
| Nov. 1, 2024 | AEP | A | 5,141 | $97.25 | $499,962 | 13,786 Direct | +59.47% | Acquired | 27.0% (price as of 2026-08-21) |
| May 1, 2024 | AEP | F | 119 | $88.15 | $10,490 | 8,477 Direct | -1.38% | Disposed | 40.1% (price as of 2026-08-21) |
| March 22, 2024 | AEP | F | 19 | $83.84 | $1,593 | 8,584 Direct | -0.22% | Disposed | 47.3% (price as of 2026-08-21) |
| March 1, 2024 | AEP | A | 3,697 | — | — | 12,394 Direct | +42.51% | Acquired | (price as of 2026-08-21) |
| March 1, 2024 | AEP | F | 243 | — | — | 12,151 Direct | -1.96% | Disposed | (price as of 2026-08-21) |
| Feb. 23, 2024 | AEP | A | 3,032 | — | — | 8,697 Direct | +53.52% | Acquired | (price as of 2026-08-21) |
| Feb. 21, 2024 | AEP | F | 335 | $82.56 | $27,658 | 5,805 Direct | -5.46% | Disposed | 49.5% (price as of 2026-08-21) |
| Feb. 21, 2024 | AEP | F | 287 | $82.56 | $23,695 | 5,518 Direct | -4.94% | Disposed | 49.5% (price as of 2026-08-21) |
| May 1, 2023 | AEP | F | 114 | $92.65 | $10,562 | 5,984 Direct | +1.94% | Acquired | 33.3% (price as of 2026-08-21) |
| Feb. 21, 2023 | AEP | F | 320 | $90.85 | $29,072 | 6,068 Direct | -5.01% | Disposed | 35.9% (price as of 2026-08-21) |
| Feb. 20, 2023 | AEP | A | 2,705 | — | — | 6,388 Direct | +73.45% | Acquired | (price as of 2026-08-21) |
| May 1, 2022 | AEP | F | 110 | $99.11 | $10,902 | 252 Direct | -30.39% | Disposed | 24.6% (price as of 2026-08-21) |
| May 1, 2022 | AEP | F | 110 | $99.11 | $10,902 | 252 Direct | -30.39% | Disposed | 24.6% (price as of 2026-08-21) |
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.
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.