As of March 23, 2026, the three largest insider holders of PHAT are Pharmaceutical Co Ltd Takeda (TenPercentOwner, 3.76Mn shares), David A Socks (Director, 1.21Mn shares), Azmi Nabulsi (Chief Operating Officer, 785.70K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Pharmaceutical Co Ltd Takeda | 3,755,583 | 0 | 25 Jan, 2024 | |
| David A Socks | 0 | 1,211,346 | 08 Oct, 2021 | |
| Azmi Nabulsi | Chief Operating Officer | 0 | 785,700 | 16 May, 2022 |
| Terrie Curran | President And Chief Executive | 360,465 | 0 | 23 Jan, 2025 |
| Azmi Nabulsi | Chief Operating Officer | 312,590 | 0 | 03 Mar, 2025 |
| Sanjeev Narula | Chief Financial Bus. Officer | 226,715 | 0 | 02 Jan, 2026 |
| Asit Parikh | 10,500 | 120,500 | 11 Mar, 2026 | |
| 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 | |
| Mark Stenhouse | 30,000 | 0 | 05 Jun, 2025 | |
| Theodore R Schroeder | 21,000 | 0 | 16 Apr, 2025 | |
| David A Socks | 19,500 | 0 | 24 May, 2024 |
* 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 |
| 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 | Sanjeev Narula | Stock Option (Right to Buy) | A | 42,848 | $0.00 | 42,848 | D | A |
| 19 Dec, 2025 | Asit Parikh | Common Stock | A | 8,750 | $10.30 | 122,250 | D | M |
| 19 Dec, 2025 | Asit Parikh | Common Stock (Right to Buy) | D | 8,750 | $0.00 | 8,750 | D | M |
| 18 Dec, 2025 | Robert Charles Breedlove | Common Stock | D | 230 | $16.28 | 47,844 | D | F |
| 03 Nov, 2025 | Robert Charles Breedlove | Common Stock | D | 524 | $13.51 | 47,407 | D | S |
| 06 Oct, 2025 | Sanjeev Narula | Common Stock | A | 144,000 | $0.00 | 144,000 | D | A |
| 06 Oct, 2025 | Sanjeev Narula | Stock Option (Right to Buy) | A | 200,000 | $0.00 | 200,000 | D | A |
| 05 Sep, 2025 | Robert Charles Breedlove | Common Stock | D | 461 | $12.09 | 47,931 | D | S |