Brandon K. Allen - 20 Nov 2025 Form 4 Insider Report for Phoenix Energy One, LLC

Reporting relationship: Former Chief Operating Officer
Issuer ticker: PHXE-P on NYSE
Reported as of: 20 Nov 2025
Net transaction value: -$50,284
SEC form: 4
Accepted by SEC: 21 Nov 2025, 16:02:38 UTC
Prior SEC filing: 01 Oct 2025
Source filing: View source filing
Reporting owner signature: /s/ David Wheeler, Attorney-in-Fact

Key filing fact

Brandon K. Allen filed Form 4 for Phoenix Energy One, LLC on 21 Nov 2025.

Key facts

This page summarizes Brandon K. Allen's Form 4 filing for Phoenix Energy One, LLC.
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 21 Nov 2025, 16:02.

Change

Previous filing in this sequence was filed on 01 Oct 2025.
Current net transaction value: -$50,284.

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

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002072558 Primary reporting owner

Allen Brandon K.

Relationship: Former Chief Operating Officer
Address: C/O PHOENIX ENERGY ONE, LLC, 18575 JAMBOREE ROAD, SUITE 830, IRVINE
Signature: /s/ David Wheeler, Attorney-in-Fact
Signature date: 21 Nov 2025

Reported non-derivative transactions

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

PHXE.P transaction

Series A Cumulative Redeemable Preferred Shares

Sale

Transaction value: $43,417
Shares: -2,159
Change %: -86%
Price: $20.11
Shares after: 341
Date: 20 Nov 2025
Ownership: Direct
Footnotes: F1

PHXE.P transaction

Series A Cumulative Redeemable Preferred Shares

Sale

Transaction value: $6,866
Shares: -341
Change %: -100%
Price: $20.14
Shares after: 0
Date: 20 Nov 2025
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Brandon K. Allen is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 1 footnote

Footnote F1

The Reporting Person's sales reported herein were matchable under Section 16(b) of the Securities Exchange Act of 1934 with the Reporting Person's purchase of 2,500 Series A Cumulative Redeemable Preferred Shares at a price per share of $20.00 on September 29, 2025. The Reporting Person paid to the Issuer $283.77, representing the full amount of the profit realized in connection with the short-swing transaction.