A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

Daniel R. Phillips

CIK 0001600203. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

Latest Filing

04 Feb 2025

Industry

n/a

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Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.

Open reporting owner context

Source: SEC Forms 3/4/5

4 filed on 04 Feb 2025 for CIK 0001600203.

View Source Filing

Business address: 214 West First Street, Oswego, NY, 13126
Top holdings (ownership): PBHC

Filer intelligence

What SEC filings say about Daniel R. Phillips

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

Forms 3/4/5 show insider context for PBHC worth $1.15M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed

13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

PBHC

31 Jan 2025 · Senior Vice President

$1.15M

Issuer page Owner page

Latest update

What changed recently for Daniel R. Phillips

Ownership report updated

Latest ownership report period: 31 Jan 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 Feb 2025

Page type

Ownership filings

Latest period

31 Jan 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 04 Feb 2025.

Open ownership filings Browse recent public updates

Filer Overview

Daniel R. Phillips has filed 25 SEC EDGAR filings since 19 Feb 2014. Common forms include 4, 144, 4/A, 3.

Daniel R. Phillips SEC filings Daniel R. Phillips owner filings

Latest Filings

Recent SEC filings for Daniel R. Phillips with direct links to document and filing folders.

4 File 001-36695

4

Filing date: 04 Feb 2025
Reporting date: 31 Jan 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

4

Filing date: 21 Nov 2024
Reporting date: 20 Nov 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

4

Filing date: 05 Nov 2024
Reporting date: 04 Nov 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

4

Filing date: 17 Sep 2024
Reporting date: 16 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

144

144 filing

Filing date: 16 Sep 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

4

Filing date: 19 Aug 2024
Reporting date: 16 Aug 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 19 Mar 2024
Reporting date: 19 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 15 Sep 2023
Reporting date: 14 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

144

144 filing

Filing date: 11 Sep 2023
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 23 Mar 2023
Reporting date: 23 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 01 Dec 2022
Reporting date: 30 Nov 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 09 Jun 2022
Reporting date: 07 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 03 Jun 2022
Reporting date: 02 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 10 Mar 2022
Reporting date: 10 Mar 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-36695

FORM 4/A SUBMISSION

Filing date: 22 Dec 2021
Reporting date: 22 Dec 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 09 Nov 2021
Reporting date: 08 Nov 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 29 Apr 2021
Reporting date: 10 Mar 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 11 Mar 2020
Reporting date: 10 Mar 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 01 Aug 2019
Reporting date: 31 Jul 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4 SUBMISSION

Filing date: 03 Nov 2017
Reporting date: 02 Nov 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-36695

FORM 4/A

Filing date: 26 Jul 2016
Reporting date: 06 May 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4

Filing date: 17 May 2016
Reporting date: 06 May 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36695

FORM 4

Filing date: 09 May 2016
Reporting date: 31 Mar 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-36695

FORM 3

Filing date: 16 Oct 2014
Reporting date: 16 Oct 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 000-23601

FORM 3

Filing date: 19 Feb 2014
Reporting date: 01 Jan 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

About this filer

Daniel R. Phillips files with the SEC under CIK 0001600203. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.

Daniel R. Phillips

Follow future filing-backed changes

What SEC filings say about Daniel R. Phillips

Quick read

SEC source mix

Forms 3/4/5 insider context

What changed recently for Daniel R. Phillips

Filer Overview

Latest Filings

4

4

4

4

144 filing

4

FORM 4 SUBMISSION

FORM 4 SUBMISSION

144 filing

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4/A SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4/A

FORM 4

FORM 4

FORM 3

FORM 3

About this filer

FAQ

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