PHAT's three largest insider shareholders as of May 04, 2026 are David A Socks (Director, 1.21Mn shares), Azmi Nabulsi (Chief Operating Officer, 785.70K shares), Steven L Basta (President And Ceo, 373.31K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David A Socks | - | 0 | 1,211,346 | 08 Oct, 2021 |
| Azmi Nabulsi | Chief Operating Officer | 0 | 785,700 | 16 May, 2022 |
| Steven L Basta | President And Ceo | 373,315 | 0 | 12 Feb, 2026 |
| Terrie Curran | President And Chief Executive | 360,465 | 0 | 23 Jan, 2025 |
| Azmi Nabulsi | Chief Operating Officer | 312,590 | 0 | 03 Mar, 2025 |
| Azmi Nabulsi | Chief Operating Officer | 249,567 | 0 | 31 May, 2024 |
| Sanjeev Narula | Chief Financial Bus. Officer | 226,715 | 0 | 02 Jan, 2026 |
| Asit Parikh | - | 10,500 | 120,500 | 11 Mar, 2026 |
| Molly Henderson | Cfo And Cbo | 102,763 | 0 | 31 May, 2024 |
| Molly Henderson | Cfo And Cbo | 89,868 | 0 | 08 Apr, 2025 |
| Anne Marie Cook | Chief Legal Off. Corp. Sec. | 88,660 | 0 | 12 Feb, 2026 |
| Frank Karbe | - | 67,500 | 0 | 05 Jun, 2025 |
| Robert Charles Breedlove | Principal Accounting Officer | 61,480 | 0 | 03 Mar, 2026 |
| James N Topper | - | 0 | 59,403 | 23 May, 2025 |
| James N Topper | - | 42,596 | 0 | 05 Jun, 2025 |
| Michael F Cola | - | 39,798 | 0 | 05 Jun, 2025 |
| Mark Stenhouse | - | 30,000 | 0 | 05 Jun, 2025 |
| Heidi Fields | - | 30,000 | 0 | 05 Jun, 2025 |
| Theodore R Schroeder | - | 21,000 | 0 | 16 Apr, 2025 |
| David A Socks | - | 19,500 | 0 | 24 May, 2024 |
| Anthony J. Guzzo | Vp, Chief Accounting Officer | 8,399 | 0 | 21 Jan, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Mar, 2026 | Asit Parikh | Common Stock | D | 40,000 | $0.00 | 10,500 | D | G |
| 10 Mar, 2026 | Asit Parikh | Common Stock | A | 40,000 | $0.00 | 120,500 | I | G |
| 27 Feb, 2026 | Robert Charles Breedlove | Common Stock | A | 13,000 | $0.00 | 60,068 | D | A |
| 27 Feb, 2026 | Robert Charles Breedlove | Common Stock | A | 2,790 | $0.00 | 62,858 | D | A |
| 27 Feb, 2026 | Robert Charles Breedlove | Common Stock | D | 964 | $12.56 | 61,894 | D | F |
| 27 Feb, 2026 | Robert Charles Breedlove | Common Stock | D | 414 | $12.56 | 61,480 | D | F |
| 10 Feb, 2026 | Anne Marie Cook | Common Stock | A | 3,461 | $0.00 | 90,195 | D | A |
| 10 Feb, 2026 | Steven L Basta | Common Stock | A | 12,362 | $0.00 | 379,592 | D | A |
| 10 Feb, 2026 | Steven L Basta | Common Stock | D | 6,277 | $12.82 | 373,315 | D | F |
| 10 Feb, 2026 | Anne Marie Cook | Common Stock | D | 1,535 | $12.82 | 88,660 | D | F |
| 23 Jan, 2026 | Asit Parikh | Common Stock | D | 80,500 | $0.00 | 50,500 | D | G |
| 23 Jan, 2026 | Asit Parikh | Common Stock | A | 80,500 | $0.00 | 80,500 | I | G |
| 21 Jan, 2026 | Robert Charles Breedlove | Common Stock | D | 776 | $13.61 | 47,068 | D | F |
| 13 Jan, 2026 | Asit Parikh | Common Stock | A | 8,750 | $10.30 | 131,000 | D | M |
| 13 Jan, 2026 | Asit Parikh | Common Stock (Right to Buy) | D | 8,750 | $0.00 | 0 | D | M |
| 02 Jan, 2026 | Sanjeev Narula | Common Stock | A | 82,715 | $0.00 | 226,715 | D | A |
| 02 Jan, 2026 | Anne Marie Cook | Common Stock | A | 75,345 | $0.00 | 85,012 | D | A |
| 02 Jan, 2026 | Steven L Basta | Common Stock | A | 251,034 | $0.00 | 364,820 | D | A |
| 02 Jan, 2026 | Sanjeev Narula | Stock Option (Right to Buy) | A | 42,848 | $0.00 | 42,848 | D | A |
| 02 Jan, 2026 | Anne Marie Cook | Stock Option (Right to Buy) | A | 67,878 | $0.00 | 67,878 | D | A |