| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
1 company
Phoenix Investments Holdings LLC last filed a Form 4 in July 2021, as 10% Owner at MMI.
Historically, Phoenix Investments Holdings LLC's trades have earned a below-average insider score of 34/100 across 13 rated trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -51.6%.
At the last filing, the largest reported position was 14,128,075 shares of MMI. The MMI filings lean toward selling, a net 8,928,384 shares.
Phoenix Investments Holdings LLC has 60 Form 4 filings on record from February 2015 to July 2021, all as 10% Owner at Marcus & Millichap (MMI), 2015–2021.
The 140 reported transactions were 134 open-market sales and 6 other transactions.
Counted by filing, the open-market trades come to no purchases and 54 sales worth about $297.9M.
The largest open-market sale was 3,200,000 shares of MMI at an average $31.99 on March 18, 2015, about $102.4M.
Shares as reported in the last Form 4 for each company; the most recent is from July 2021. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 15, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 29,918 | $35.52 | $1,062,604.45 | -0.2% | -0.8% | +47.2% | |
| Apr 13, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 101,103 | $35.12 | $3,550,445.44 | -0.7% | +6.2% | +57.8% | |
| Apr 8, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 91,341 | $34.74 | $3,173,518.94 | -0.6% | +7.8% | +53.7% | |
| Apr 5, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 77,638 | $34.39 | $2,670,254.61 | -0.5% | +8.0% | +68.1% | |
| Mar 12, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 60,000 | $34.48 | $2,068,704.00 | -0.4% | +9.7% | +31.9% | |
| Mar 11, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 87,811 | $34.17 | $3,000,371.99 | -0.6% | +10.3% | +31.9% | |
| Mar 3, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 10,607 | $37.52 | $397,927.97 | - | - | - | |
| Mar 1, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 43,325 | $38.22 | $1,655,968.02 | -0.3% | - | - | |
| Feb 25, 2021 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 16,232 | $39.64 | $643,400.34 | -0.1% | - | - | |
| Nov 28, 2018 | MMI Marcus & Millichap, Inc. | 10% Owner | Sell | 96,883 | $37.03 | $3,587,143.75 | -0.6% | - | - |