Charles E Phillips Jr's Net Worth
$92.5 Million
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
|
—
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—
|
0
|
Mar 31
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Dec 31
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Sep 30
| |||
Form 4
|
—
|
0
|
—
|
—
|
0
|
Jun 30
| |||
Form 4
|
—
|
0
|
—
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—
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0
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May 3
| |||
Form 4
|
—
|
0
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—
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—
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0
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Mar 31
| |||
Form 4
|
—
|
0
|
—
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—
|
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
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Dec 31
| |||
Form 3
|
—
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0
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—
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—
|
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
|
—
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—
|
0
|
Dec 31
| |||
Form 4
|
—
|
0
|
—
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—
|
0
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Oct 1
| |||
Form 4
|
—
|
0
|
—
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—
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0
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Jul 1
| |||
Form 4
|
—
|
0
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—
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—
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0
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May 26
| |||
Form 4
|
—
|
0
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—
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—
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0
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Apr 1
| |||
Form 4
|
—
|
0
|
—
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—
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0
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Jan 31
| |||
Form 4
|
—
|
0
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—
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—
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0
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Jan 1
| |||
Form 3
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—
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0
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—
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—
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0
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Form 4
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—
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0
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—
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—
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0
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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 |