Phoenix Energy One, LLC (PHXE-P) Insider Ownership

Historic Insider Ownership Trends

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Adam D. Ferrari Chief Executive Officer 5,000 0 01 Oct, 2025
Jason Allan Pangracs - 2,000 0 01 Oct, 2025
Curtis R. Allen Chief Financial Officer 8,500 0 01 Oct, 2025
Sean M. Goodnight Chief Acquisition Officer 500 0 01 Oct, 2025
Justin L. Arn Chief Land Title Officer 250 0 01 Oct, 2025
Jason Montgomery Wagner - 250 0 01 Oct, 2025
Lindsey B. Wilson Chief Business Officer 500 0 01 Oct, 2025
David Mark Wheeler Chief Legal Officer 1,000 0 01 Oct, 2025

* 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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
20 Nov, 2025 Brandon K. Allen Series A Cumulative Redeemable Preferred Shares D 2,159 $20.11 341 D S
20 Nov, 2025 Brandon K. Allen Series A Cumulative Redeemable Preferred Shares D 341 $20.14 0 D S
29 Sep, 2025 David Mark Wheeler Series A Cumulative Redeemable Preferred Shares A 1,000 $20.00 1,000 D P
29 Sep, 2025 Brandon K. Allen Series A Cumulative Redeemable Preferred Shares A 2,500 $20.00 2,500 D P
29 Sep, 2025 Adam D. Ferrari Series A Cumulative Redeemable Preferred Shares A 5,000 $20.00 5,000 D P
29 Sep, 2025 Curtis R. Allen Series A Cumulative Redeemable Preferred Shares A 8,500 $20.00 8,500 D P
29 Sep, 2025 Sean M. Goodnight Series A Cumulative Redeemable Preferred Shares A 500 $20.00 500 D P
29 Sep, 2025 Jason Allan Pangracs Series A Cumulative Redeemable Preferred Shares A 2,000 $20.00 2,000 D P
29 Sep, 2025 Lindsey B. Wilson Series A Cumulative Redeemable Preferred Shares A 500 $20.00 500 D P
29 Sep, 2025 Jason Montgomery Wagner Series A Cumulative Redeemable Preferred Shares A 250 $20.00 250 D P
29 Sep, 2025 David Mark Wheeler Series A Cumulative Redeemable Preferred Shares A 1,000 $20.00 1,000 D P
29 Sep, 2025 Jason Montgomery Wagner Series A Cumulative Redeemable Preferred Shares A 250 $20.00 250 D P
29 Sep, 2025 Justin L. Arn Series A Cumulative Redeemable Preferred Shares A 250 $20.00 250 D P
29 Sep, 2025 Lindsey B. Wilson Series A Cumulative Redeemable Preferred Shares A 500 $20.00 500 D P