Richard K Lubin
CIK 1034025 · View on SEC EDGAR ↗
Insider
First SEC filing: Oct. 21, 2021 · Latest: Oct. 21, 2021
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 26 non-open-market transactions below
last 12 months, based on the transactions shown below
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 |
|---|---|---|---|---|---|---|---|---|---|
| April 5, 2023 | PTLO | D | 35,153 | $20.80 | $731,182 | 1,290,206 Direct | -2.65% | Disposed | -76.6% (price as of 2026-08-21) |
| April 5, 2023 | PTLO | D | 10,673 | $20.80 | $221,998 | 391,746 Direct | -2.65% | Disposed | -76.6% (price as of 2026-08-21) |
| April 5, 2023 | PTLO | D | 388,377 | $20.80 | $8,078,242 | 14,254,321 Indirect | -2.65% | Disposed | -76.6% (price as of 2026-08-21) |
| April 4, 2023 | PTLO | D | 161,374 | $20.80 | $3,356,579 | 5,922,794 Indirect | -2.65% | Disposed | -76.6% (price as of 2026-08-21) |
| April 4, 2023 | PTLO | A | 9,615 | $20.80 | $199,992 | 17,746 Direct | +118.25% | Acquired | -76.6% (price as of 2026-08-21) |
| March 10, 2023 | PTLO | D | 453,232 | $21.05 | $9,540,534 | 1,325,359 Direct | -25.48% | Disposed | -76.9% (price as of 2026-08-21) |
| March 10, 2023 | PTLO | D | 137,608 | $21.05 | $2,896,648 | 402,419 Direct | -25.48% | Disposed | -76.9% (price as of 2026-08-21) |
| March 10, 2023 | PTLO | D | 5,007,328 | $21.05 | $105,404,254 | 14,642,698 Indirect | -25.48% | Disposed | -76.9% (price as of 2026-08-21) |
| March 10, 2023 | PTLO | D | 2,080,584 | $21.05 | $43,796,293 | 6,084,168 Indirect | -25.48% | Disposed | -76.9% (price as of 2026-08-21) |
| Nov. 17, 2022 | PTLO | D | 453,232 | $22.69 | $10,283,834 | 1,778,591 Direct | -20.31% | Disposed | -78.6% (price as of 2026-08-21) |
| Nov. 17, 2022 | PTLO | D | 137,608 | $22.69 | $3,122,326 | 540,027 Direct | -20.31% | Disposed | -78.6% (price as of 2026-08-21) |
| Nov. 17, 2022 | PTLO | D | 5,007,328 | $22.69 | $113,616,272 | 19,650,026 Indirect | -20.31% | Disposed | -78.6% (price as of 2026-08-21) |
| Nov. 17, 2022 | PTLO | D | 2,080,584 | $22.69 | $47,208,451 | 8,164,752 Indirect | -20.31% | Disposed | -78.6% (price as of 2026-08-21) |
| Sept. 13, 2022 | PTLO | D | 3,765 | $22.74 | $85,616 | 2,231,823 Direct | -0.17% | Disposed | -78.6% (price as of 2026-08-21) |
| Sept. 13, 2022 | PTLO | D | 1,143 | $22.74 | $25,992 | 677,635 Direct | -0.17% | Disposed | -78.6% (price as of 2026-08-21) |
| Sept. 13, 2022 | PTLO | D | 41,597 | $22.74 | $945,916 | 24,657,354 Indirect | -0.17% | Disposed | -78.6% (price as of 2026-08-21) |
| Sept. 13, 2022 | PTLO | D | 17,284 | $22.74 | $393,038 | 10,245,336 Indirect | -0.17% | Disposed | -78.6% (price as of 2026-08-21) |
| Aug. 16, 2022 | PTLO | D | 453,232 | — | — | 2,235,587 Direct | -16.86% | Disposed | (price as of 2026-08-21) |
| Aug. 16, 2022 | PTLO | D | 137,608 | — | — | 678,777 Direct | -16.86% | Disposed | (price as of 2026-08-21) |
| Aug. 16, 2022 | PTLO | D | 5,007,328 | — | — | 24,698,951 Indirect | -16.86% | Disposed | (price as of 2026-08-21) |
| Aug. 16, 2022 | PTLO | D | 2,080,584 | $22.74 | $47,312,480 | 10,262,620 Indirect | -16.86% | Disposed | -78.6% (price as of 2026-08-21) |
| Jan. 18, 2022 | PTLO | A | 8,131 | — | — | 8,131 Direct | — | Acquired | (price as of 2026-08-21) |
| Oct. 25, 2021 | PTLO | D | 172,259 | — | — | 2,688,819 Indirect | -6.02% | Disposed | (price as of 2026-08-21) |
| Oct. 25, 2021 | PTLO | D | 52,302 | — | — | 816,385 Indirect | -6.02% | Disposed | (price as of 2026-08-21) |
| Oct. 25, 2021 | PTLO | D | 1,903,123 | — | — | 29,706,278 Indirect | -6.02% | Disposed | (price as of 2026-08-21) |
| Oct. 25, 2021 | PTLO | D | 790,763 | $18.75 | $14,826,806 | 12,343,204 Indirect | -6.02% | Disposed | -74.1% (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.
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 |
|---|---|---|---|---|---|---|---|
| April 5, 2023 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (35,153) | — | — | 35,153 | Disposed |
| April 5, 2023 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (10,673) | — | — | 10,673 | Disposed |
| April 5, 2023 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (388,377) | — | — | 388,377 | Disposed |
| March 10, 2023 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (453,232) | — | — | 453,232 | Disposed |
| March 10, 2023 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (137,608) | — | — | 137,608 | Disposed |
| March 10, 2023 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (5,007,328) | — | — | 5,007,328 | Disposed |
| Nov. 17, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (453,232) | — | — | 453,232 | Disposed |
| Nov. 17, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (137,608) | — | — | 137,608 | Disposed |
| Nov. 17, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock (5,007,328) | — | — | 5,007,328 | Disposed |
| Sept. 13, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | — | — | 3,765 | Disposed |
| Sept. 13, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | — | — | 1,143 | Disposed |
| Sept. 13, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | — | — | 41,597 | Disposed |
| Aug. 16, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | $22.74 | — | 453,232 | Disposed |
| Aug. 16, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | $22.74 | — | 137,608 | Disposed |
| Aug. 16, 2022 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | $22.74 | — | 5,007,328 | Disposed |
| Oct. 25, 2021 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | $18.75 | — | 172,259 | Disposed |
| Oct. 25, 2021 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | $18.75 | — | 52,302 | Disposed |
| Oct. 25, 2021 | PTLO | LLC Units of PHD Group Holdings LLC | Class A common stock | $18.75 | — | 1,903,123 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 4 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Oct. 21, 2021 | PTLO | Class A common stock | 13,133,967 | Indirect |
| Oct. 21, 2021 | PTLO | LLC Units of PHD Group Holdings LLC→ Class A common stock | — | Indirect |
| Oct. 21, 2021 | PTLO | LLC Units of PHD Group Holdings LLC→ Class A common stock | — | Indirect |
| Oct. 21, 2021 | PTLO | LLC Units of PHD Group Holdings LLC→ Class A common stock | — | Indirect |