๐Ÿ•ต๏ธ Phoenix Energy One, LLC ($PHXE-P)

SEC insider & ownership activity, last 12 months ยท CIK 1818643 ยท every row links its SEC filing

Over the last 12 months insiders sold $50K against $410K of open-market buying. Curtis R. Allen bought $170K in discretionary trades (Sep). No red-flag 8-Ks in the window.

Aug 2025: net +$0 Sep 2025: net +$410K Oct 2025: net +$0 Nov 2025: net -$50K Dec 2025: net +$0 Jan 2026: net +$0 Mar 2026: net +$0 Mar 2026: net +$0 Apr 2026: net +$0 May 2026: net +$0 Jun 2026: net +$0 Jul 2026: net +$0
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

9 buyers, $410K (9 lots) ยท 1 seller, $50K (2 lots)

InsiderBuysBoughtSellsSoldLast
Curtis R. Allen1$170K 0โ€“Sep 29, 2025
Brandon K. Allen1$50K 2$50KNov 20, 2025
Adam D. Ferrari1$100K 0โ€“Sep 29, 2025
Pangracs Jason Allan1$40K 0โ€“Sep 29, 2025
Wheeler David Mark1$20K 0โ€“Sep 29, 2025
Sean M. Goodnight1$10K 0โ€“Sep 29, 2025
Lindsey B. Wilson1$10K 0โ€“Sep 29, 2025
Justin L. Arn1$5K 0โ€“Sep 29, 2025
Wagner Jason Montgomery1$5K 0โ€“Sep 29, 2025

5%+ holders

No current 5%+ beneficial-ownership positions on file.

Planned insider sales (Form 144)

No sale notices filed in the last 12 months.

Material events (8-K)

ItemEvent date
Material agreement (1.01)Jul 7, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jul 7, 2026 filing โ†—
Material agreement (1.01)Jun 1, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jun 1, 2026 filing โ†—
Material agreement (1.01)Feb 12, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Feb 12, 2026 filing โ†—
Officer/director changes (5.02)Jan 21, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jan 21, 2026 filing โ†—
Officer/director changes (5.02)Nov 20, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Nov 20, 2025 filing โ†—
Officer/director changes (5.02)Nov 3, 2025 filing โ†—
Material agreement (1.01)Oct 27, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Oct 27, 2025 filing โ†—
Unregistered equity sale (3.02)Sep 29, 2025 filing โ†—
Material Modifications to Rights of Security Holders (3.03)Sep 29, 2025 filing โ†—
Officer/director changes (5.02)Sep 29, 2025 filing โ†—
Charter/bylaw changes (5.03)Sep 29, 2025 filing โ†—
Other events (8.01)Sep 29, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Sep 29, 2025 filing โ†—
Other events (8.01)Aug 29, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Aug 29, 2025 filing โ†—
Material agreement (1.01)Aug 1, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Aug 1, 2025 filing โ†—