Key facts
- This page summarizes Robert Richard Kaplan Jr.'s Form 3 filing for Phoenix Energy One, LLC (PHXE.P).
- 0 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 28 May 2026, 17:27.
Robert Richard Kaplan Jr. - 18 May 2026 Form 3 Insider Report for Phoenix Energy One, LLC (PHXE.P)
- Reporting relationship
- General Counsel
- Issuer ticker
- PHXE.P
- Reported as of
- 18 May 2026
- Net transaction value
- $0
- Reporting owner signature
- /s/ Robert Kaplan
Source evidence
Original filing metadata and source links for verification.
3 source fields
Reporting owner
1 detail
Key filing fact
Robert Richard Kaplan Jr. filed Form 3 for Phoenix Energy One, LLC (PHXE.P) on 28 May 2026.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 3 disclosures.
Reporting Owners (1)
CIK 0002133256
Primary reporting owner
Kaplan Robert Richard Jr.
- Relationship
- General Counsel
- Address
- C/O PHOENIX ENERGY ONE, LLC, 18575 JAMBOREE ROAD, SUITE 830, IRVINE
- Signature
- /s/ Robert Kaplan
- Signature date
- 27 May 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PHXE.P
holding
Series A Cumulative Redeemable Preferred Shares
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 150
- Date
- 18 May 2026
- Ownership
- Direct
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
SEC remarks
Exhibit 24 - Power of Attorney.