Comparable stake leader
CVI Investments, Inc.
SEC ownership of Phio Pharmaceuticals Corp.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001533040.
Disclosed value leader
CVI Investments, Inc.
Comparable rows
34/39
Latest evidence
26 Jun 2026
- Public ticker
- PHIO on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CVI Investments, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
34 of 39
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
CVI Investments, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
26 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001533040
- Issuer location
- King Of Prussia, PA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Phio Pharmaceuticals Corp. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CVI Investments, Inc.
Disclosed value leader
CVI Investments, Inc.
Comparable rows
34/39
Latest evidence
26 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 9.9%
5 rows are not safely comparable across share classes.
13D/G row: CVI Investments, Inc.
Showing 1-8 of 39 holder rows.
Quick read
CVI Investments, Inc. leads the comparable SEC ownership view at 9.9%.
34 of 39 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CVI Investments, Inc.'s linked filing trail.
Comparable ownership
Top 5
CVI Investments, Inc.
9.9%
INTRACOASTAL CAPITAL, LLC
9.1%
Orca Capital AG
4.9%
Robert J. Bitterman
3.5%
Lisa Cabott Carson
0.78%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 39 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CVI Investments, Inc. |
13D/G
|
9.9%
|
$1,409,768
1,194,719 shares
|
+$544,422 | 31 Dec 2025 |
| INTRACOASTAL CAPITAL, LLC |
13D/G
Mitchell P. Kopin
|
9.1%
|
$1,348,216
1,142,556 shares
|
+$840,816 | 31 Dec 2025 |
| Orca Capital AG |
13D/G
|
4.9%
|
$770,351
538,707 shares
|
-$231,251 | 08 Dec 2025 |
| Robert J. Bitterman |
3/4/5
Chairman, Pres. & CEO, Director
|
3.5%
|
$417,206
421,421 shares
|
+$32,200 | 26 Jun 2026 |
| Lisa Cabott Carson |
3/4/5
Chief Financial Officer
|
0.78%
|
$95,880
94,000 shares
|
— | 05 Feb 2026 |
| Patricia A. Bradford |
3/4/5
Director
|
0.38%
|
$46,564
45,651 shares
|
— | 05 Feb 2026 |
| Robert L. Ferrara |
3/4/5
Director
|
0.32%
|
$82,959
38,766 shares
|
— | 11 Sep 2025 |
| David H. Deming |
3/4/5
Director
|
0.31%
|
$38,556
37,800 shares
|
— | 05 Feb 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$32,200.
Buys
$32,200
Insiders: 1
Sells
$0
Insiders: 0
Net
+$32,200
Shares: +30,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 30,000
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 10,000 | 0 | $9,900 | $0 | +$9,900 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 20,000 | 0 | $22,300 | $0 | +$22,300 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to Phio Pharmaceuticals Corp.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Robert J. Bitterman
Net 12M change
+$32,200
Latest report
26 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Robert J. Bitterman | Chairman, Pres. & CEO, Director | $417,206 | +$32,200 | +8.4% | Filing P/S | 26 Jun 2026 |
| Gerrit Dispersyn | President & CEO, Director | $320,614 | Mixed | 01 Mar 2022 | ||
| Lisa Cabott Carson | Chief Financial Officer | $95,880 | Mixed | 05 Feb 2026 | ||
| Robert L. Ferrara | Director | $82,959 | Mixed | 11 Sep 2025 | ||
| Patricia A. Bradford | Director | $46,564 | Mixed | 05 Feb 2026 | ||
| David H. Deming | Director | $38,556 | Mixed | 05 Feb 2026 | ||
| Curtis Lockshin | Director | $35,858 | Mixed | 05 Feb 2026 | ||
| Jonathan E. Freeman | Director | $33,308 | Mixed | 05 Feb 2026 | ||
| H. Paul Dorman | Director | $30,759 | Mixed | 15 Feb 2022 | ||
| Caitlin Kontulis | Secretary & VP Finance & Admin | $10,196 | Mixed | 01 Mar 2024 | ||
| Robert M. Infarinato | Vp, Cfo | $8,140 | Mixed | 11 Sep 2024 | ||
| Geert Cauwenbergh | Director | $6,395 | Mixed | 17 Feb 2023 |
Recent insider transactions for Phio Pharmaceuticals Corp.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Purchase | 2.43% | $9,900 | $0.9900 | 10,000 | 421,421 | 26 Jun 2026 | Direct |
| Curtis Lockshin | PHIO | Common Stock, $.0001 par value | Award | 89.5% | 16,600 | 35,155 | 05 Feb 2026 | Direct | ||
| Jonathan E. Freeman | PHIO | Common Stock, $.0001 par value | Award | 103.4% | 16,600 | 32,655 | 05 Feb 2026 | Direct | ||
| David H. Deming | PHIO | Common Stock, $.0001 par value | Award | 170% | 23,800 | 37,800 | 05 Feb 2026 | Direct | ||
| Lisa Cabott Carson | PHIO | Common Stock, $.0001 par value | Award | 100% | 47,000 | 94,000 | 05 Feb 2026 | Direct | ||
| Patricia A. Bradford | PHIO | Common Stock, $.0001 par value | Award | 68.1% | 18,500 | 45,651 | 05 Feb 2026 | Direct | ||
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Award | 41.2% | 120,000 | 411,421 | 05 Feb 2026 | Direct | ||
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Purchase | 1.75% | $5,150 | $1.03 | 5,000 | 291,421 | 31 Dec 2025 | Direct |
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Purchase | 1.78% | $5,100 | $1.02 | 5,000 | 286,421 | 23 Dec 2025 | Direct |
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Purchase | 1.81% | $5,700 | $1.14 | 5,000 | 281,421 | 21 Nov 2025 | Direct |
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Purchase | 1.84% | $6,350 | $1.27 | 5,000 | 276,421 | 18 Nov 2025 | Direct |
| Robert L. Ferrara | PHIO | Common Stock, $.0001 par value | Award | 147.4% | 23,100 | 38,766 | 11 Sep 2025 | Direct | ||
| David H. Deming | PHIO | Common Stock, $.0001 par value | Award | 14,000 | 14,000 | 11 Sep 2025 | Direct | |||
| Curtis Lockshin | PHIO | Common Stock, $.0001 par value | Award | 687.9% | 16,200 | 18,555 | 11 Sep 2025 | Direct | ||
| Jonathan E. Freeman | PHIO | Common Stock, $.0001 par value | Award | 1084.9% | 14,700 | 16,055 | 11 Sep 2025 | Direct | ||
| Lisa Cabott Carson | PHIO | Common Stock, $.0001 par value | Award | 47,000 | 47,000 | 11 Sep 2025 | Direct | |||
| Patricia A. Bradford | PHIO | Common Stock, $.0001 par value | Award | 225.1% | 18,800 | 27,151 | 11 Sep 2025 | Direct | ||
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Award | 1167.1% | 250,000 | 271,421 | 11 Sep 2025 | Direct | ||
| Robert J. Bitterman | PHIO | Common Stock, $.0001 par value | Tax liability | -16.1% | -4,111 | 21,421 | 11 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.