Phelan Robert J.

Officer · CVSA, ATGE

As of 2026-09-16, Phelan Robert J. has 19 Form 4 transactions on record across 2 companies — 12 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $15.6MIndirect: $0$15.6Mas of 2026-09-16
  • Direct $15.6M
  • Indirect $0
ATGEdirect65,806 sh$8.4M
CVSAdirect56,571 sh$7.2M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

ATGE · 10 trades
2025-11-13: Withheld for tax, 623 sh ($60K)2025-11-12: Award / grant, 4,259 sh ($413K)2025-11-10: Withheld for tax, 1,637 sh ($156K)2025-08-25: Withheld for tax, 173 sh ($23K)2025-08-24: Award / grant, 19,305 sh ($2.6M)2025-08-24: Withheld for tax, 8,553 sh ($1.2M)2025-08-24: Withheld for tax, 1,414 sh ($191K)2025-08-23: Award / grant, 21,555 sh ($2.9M)2025-08-23: Withheld for tax, 9,537 sh ($1.3M)2025-08-23: Withheld for tax, 1,279 sh ($173K)
CVSA · 9 trades
2026-08-23: Award / grant, 10,080 sh ($1.3M)2026-08-23: Award / grant, 7,056 sh ($934K)2026-08-23: Withheld for tax, 4,466 sh ($591K)2026-08-23: Withheld for tax, 3,126 sh ($414K)2026-08-23: Withheld for tax, 1,279 sh ($169K)2026-08-07: Sale, 2,186 sh ($295K)2026-07-08: Sale, 2,414 sh ($327K)2026-07-07: Sale, 2,900 sh ($393K)2026-05-08: Sale, 10,000 sh ($1.3M)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-08-07CVSASale2,186 @ $135.15$295K−4.3% of holding48,306Form 4
2026-07-08CVSASale2,414 @ $135.39$327K−4.6% of holding50,492Form 4
2026-07-07CVSASale2,900 @ $135.41$393K−5.2% of holding52,906Form 4
2026-05-08CVSASale10,000 @ $126.21$1.3M−15.2% of holding55,806Form 4
15 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-23CVSAAward / grant10,08061,037Form 4
2026-08-23CVSAAward / grant7,05654,083Form 4
2026-08-23CVSAWithheld for tax4,46656,571Form 4
2026-08-23CVSAWithheld for tax3,12650,957Form 4
2026-08-23CVSAWithheld for tax1,27947,027Form 4
2025-11-13ATGEWithheld for tax62365,806Form 4
2025-11-12ATGEAward / grant4,25966,429Form 4
2025-11-10ATGEWithheld for tax1,63762,170Form 4
2025-08-25ATGEWithheld for tax17363,807Form 4
2025-08-24ATGEAward / grant19,30572,533Form 4
2025-08-24ATGEWithheld for tax8,55363,980Form 4
2025-08-24ATGEWithheld for tax1,41453,228Form 4
2025-08-23ATGEAward / grant21,55565,458Form 4
2025-08-23ATGEWithheld for tax9,53755,921Form 4
2025-08-23ATGEWithheld for tax1,27954,642Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.