Daniel G. Ferrari - 25 Sep 2025 Form 3 Insider Report for Phoenix Energy One, LLC

Source evidence Original filing metadata and source links for verification. 3 source fields
SEC form
3
Accepted by SEC
25 Sep 2025, 14:25:56 UTC
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ David Wheeler, Attorney-in-Fact

Key filing fact

Daniel G. Ferrari filed Form 3 for Phoenix Energy One, LLC on 25 Sep 2025.

Key facts

  • This page summarizes Daniel G. Ferrari's Form 3 filing for Phoenix Energy One, LLC.
  • 0 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 25 Sep 2025, 14:25.

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

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reporting Owners (1)

CIK 0002072561 Primary reporting owner

Ferrari Daniel G.

Relationship
Director
Address
C/O PHOENIX ENERGY ONE, LLC, 18575 JAMBOREE ROAD, SUITE 830, IRVINE
Signature
/s/ David Wheeler, Attorney-in-Fact
Signature date
25 Sep 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

PHXE.P holding

Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
100,000,000
Date
25 Sep 2025
Ownership
See footnote
Footnotes
F1
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Phoenix Equity Holdings, LLC ("Phoenix Equity") is the sole common shareholder of the issuer, and the number of shares reported herein represents 100% of the outstanding common shares as of the effective date of the Issuer's Third Amended and Restated Limited Liability Company Agreement. The Reporting Person and his spouse each hold 50% of the voting membership interests in, and are the managers of, Lion of Judah Capital, LLC, which controls Phoenix Equity. As a result the reporting person may be deemed to beneficially own the Common Shares reported herein, but he disclaims any such beneficial ownership except to the extent of his pecuniary interest, if any.

SEC remarks

Exhibit 24 - Power of Attorney.

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