Charles E Phillips Jr's Net Worth

$92.5 Million

Estimate Recalculated Sep 17, 2024 08:02PM EST

Who is Charles E Phillips Jr?

Charles E Phillips Jr has an estimated net worth of $92.5 Million. This is based on reported shares across multiple companies, which include MORGAN STANLEY, AMERICAN EXPRESS CO, Paramount Global, Viacom Inc., Ozark Holding Inc., Oscar Health, Inc., Elliott Opportunity II Corp., Compass, Inc., PORTAL SOFTWARE INC, and ORACLE CORP /DE/.

SEC CIK

Charles E Phillips Jr's CIK is 0001236185

Past Insider Trading and Trends

2023 was Charles E Phillips Jr's most active year for acquiring shares with 25 total transactions. Charles E Phillips Jr's most active month to acquire stocks was the month of December. 2007 was Charles E Phillips Jr's most active year for disposing of shares, totalling 35 transactions. Charles E Phillips Jr's most active month to dispose stocks was the month of August. 2010 saw Charles E Phillips Jr paying a total of $127,629,298.87 for 10,696,645 shares, this is the most they've acquired in one year. In 2010 Charles E Phillips Jr cashed out on 13,378,728 shares for a total of $164,320,625.00, their largest year based on trade value.

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MORGAN STANLEY (MS) Snapshot price: $96.53

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-12.93%
-3.64K
—
—
24.52K
Jul 28
Form 4
+65.34%
11.12K
—
—
28.13K
Apr 29
Form 4
+75.22%
7.12K
$47.79
$90,007.92
16.57K
Apr 8
Form 4
+104.93%
4.22K
$80.57
$90,004.59
8.24K
Apr 10
Form 4
∞
4K
—
—
4K
Jul 1
Form 3
—
0
—
—
0
No matching records found

AMERICAN EXPRESS CO (AXP) Snapshot price: $243.9

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
—
0
—
—
0
Jun 30
Form 4
—
0
—
—
0
May 6
Form 4
—
0
—
—
0
Mar 31
Form 4
—
0
—
—
0
Dec 31
Form 4
—
0
—
—
0
Sep 29
Form 4
—
0
—
—
0
Jun 30
Form 4
—
0
—
—
0
May 2
Form 4
—
0
—
—
0
Mar 31
Form 4
—
0
—
—
0
Dec 31
Form 4
—
0
—
—
0
Sep 30
Form 4
—
0
—
—
0
Jun 30
Form 4
—
0
—
—
0
May 3
Form 4
—
0
—
—
0
Mar 31
Form 4
—
0
—
—
0
Dec 31
Form 4
—
0
—
—
0
Sep 30
Form 4
—
0
—
—
0
Jun 30
Form 4
—
0
—
—
0
May 4
Form 4
—
0
—
—
0
Mar 31
Form 4
—
0
—
—
0
Dec 31
Form 3
—
0
—
—
0
No matching records found

Paramount Global (PARA) Snapshot price: $10.13

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+0.26%
267
—
—
101.28K
Jul 1
Form 4
—
0
—
—
0
Jun 4
Form 4
+10.27%
9.4K
—
—
101.01K
May 8
Form 4
+0.50%
458
—
—
91.61K
Apr 1
Form 4
+2.53%
2.25K
—
—
91.15K
Mar 1
Form 4
+0.57%
503
—
—
88.9K
Feb 15
Form 4
+0.21%
181
—
—
88.4K
Jan 1
Form 4
+0.23%
204
—
—
88.22K
Oct 1
Form 4
+0.90%
785
—
—
88.01K
Jul 1
Form 4
—
0
—
—
0
May 8
Form 4
+0.64%
553
—
—
87.23K
Apr 1
Form 4
—
0
—
—
0
Mar 1
Form 4
+7.66%
6.17K
—
—
86.67K
Feb 15
Form 4
+0.92%
730
—
—
80.51K
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
+0.61%
484
—
—
79.78K
Jul 1
Form 4
+0.82%
644
—
—
79.29K
Apr 1
Form 4
+4.93%
3.69K
—
—
78.65K
Feb 15
Form 4
—
0
—
—
0
Jan 1
Form 4
+0.40%
301
—
—
74.96K
Oct 1
Form 4
+0.36%
265
—
—
74.66K
Jul 1
Form 4
+0.71%
528
—
—
74.39K
Apr 1
Form 4
+8.56%
5.82K
—
—
73.86K
Feb 15
Form 4
+0.62%
422
—
—
68.04K
Oct 1
Form 4
+0.73%
490
—
—
67.62K
Jul 1
Form 4
+2.57%
1.68K
—
—
67.13K
Apr 1
Form 4
+32.42%
16.02K
$12.42
$199,030.50
65.45K
Mar 17
Form 4
+0.92%
451
—
—
49.42K
Feb 15
Form 4
+8.11%
3.67K
—
—
48.97K
Jan 31
Form 4
—
0
—
—
0
Dec 11
Form 4
∞
45.3K
—
—
45.3K
Dec 4
Form 3
—
0
—
—
0
Form 4
—
0
—
—
0
Dec 31
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
May 26
Form 4
—
0
—
—
0
Apr 1
Form 4
—
0
—
—
0
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 3
—
0
—
—
0
Form 4
—
0
—
—
0
Oct 13
No matching records found

Viacom Inc. No price found

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-100.00%
-75.97K
—
—
0
Dec 4
Form 4
+0.11%
83
—
—
75.97K
Dec 1
Form 4
+2.42%
1.8K
—
—
75.89K
Oct 1
Form 4
+1.93%
1.4K
—
—
74.09K
Jul 1
Form 4
+2.76%
1.95K
—
—
72.69K
Apr 1
Form 4
+8.23%
5.38K
—
—
70.73K
Jan 31
Form 4
+1.63%
1.05K
—
—
65.36K
Jan 1
Form 4
+2.47%
1.55K
—
—
64.31K
Oct 1
Form 4
+2.17%
1.33K
—
—
62.76K
Jul 1
Form 4
+2.21%
1.33K
—
—
61.42K
Apr 1
Form 4
+7.61%
4.25K
—
—
60.1K
Jan 31
Form 4
+2.19%
1.2K
—
—
55.85K
Jan 1
Form 4
+2.60%
1.39K
—
—
54.65K
Oct 1
Form 4
+2.20%
1.15K
—
—
53.26K
Jul 1
Form 4
+1.56%
798
—
—
52.12K
Apr 1
Form 4
+16.88%
3.94K
—
—
27.31K
Jan 31
Form 4
+0.47%
109
—
—
23.36K
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
+0.79%
183
—
—
23.25K
Jul 1
Form 4
+1.47%
335
—
—
23.07K
Apr 1
Form 4
+14.08%
2.81K
—
—
22.74K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
+0.74%
147
—
—
19.93K
Oct 1
Form 4
+0.49%
96
—
—
19.78K
Jul 1
Form 4
+0.73%
142
—
—
19.69K
Apr 1
Form 4
+12.52%
2.17K
—
—
19.55K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
+0.34%
58
—
—
17.37K
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
+17.74%
2.52K
—
—
16.73K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
—
0
$49.47
-$704,175.02
14.21K
Feb 1
Form 4
+11.92%
1.51K
—
—
14.21K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
+15.64%
1.72K
—
—
12.7K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
+21.02%
1.91K
—
—
10.98K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
+69.73%
3.73K
—
—
9.07K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
+36.20%
1.42K
—
—
5.35K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
+52.55%
1.35K
—
—
3.92K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
—
—
0
Apr 1
Form 4
+106.17%
1.32K
—
—
2.57K
Jan 31
Form 4
—
0
—
—
0
Jan 1
Form 4
—
0
—
—
0
Oct 1
Form 4
—
0
—
—
0
Jul 1
Form 4
∞
1.25K
—
—
1.25K
May 26
Form 4
—
0
—
—
0
Apr 1
Form 4
—
0
—
—
0
Jan 31
Form 4
—
0
—
—
0
Jan 3
Form 4
—
0
—
—
0
Dec 31 - Jan 3
Form 3
—
0
—
—
0
No matching records found

ORACLE CORP (ORCL) Snapshot price: $141.5

President

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
—
0
$21.57
-$14,815,000.00
5K
Jul 15
Form 4
—
0
—
—
0
Jul 1
Form 4
—
0
$22.12
-$21,887,500.00
5K
Apr 5
Form 4
—
0
$18.42
-$11,544,300.00
5K
Jul 30
Form 4
—
0
—
—
0
Jul 2
Form 4
—
0
$16.40
-$4,057,815.03
5K
Jul 16
Form 4
—
0
—
—
0
Jul 3
Form 4
-98.51%
-330.90K
$21.86
-$7,234,237.09
5K
Sep 26
Form 4
+6,618.06%
330.9K
$17.30
-$14,469,924.18
335.9K
Sep 26
Form 4
—
0
—
—
0
Jul 5
Form 4
—
0
$15.08
-$11,959,614.03
5K
Oct 6
Form 4
+400.00%
4K
$12.30
$49,200.00
5K
Jul 31
Form 4
—
0
—
—
0
Jul 6
Form 3
—
0
—
—
0
No matching records found