Comparable stake leader
Daniel G. Ferrari
SEC ownership of Phoenix Energy One, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001818643.
Disclosed value leader
—
Comparable rows
0/10
Latest evidence
18 May 2026
- Public ticker
- PHXE-P on NYSE
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Daniel G. Ferrari
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
18 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001818643
- Issuer location
- Denver, CO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Phoenix Energy One, LLC (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
Daniel G. Ferrari
Disclosed value leader
—
Comparable rows
0/10
Latest evidence
18 May 2026
3/4/5
Some rows are evidence-backed but not safely comparable across classes.
10 rows are not safely comparable across share classes.
Showing 1-8 of 10 holder rows.
Quick read
SEC ownership evidence is available, but the rows are not safely comparable across share classes.
0 of 10 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 Daniel G. Ferrari's linked filing trail.
Detailed SEC evidence table Showing 1-8 of 10 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Daniel G. Ferrari |
3/4/5
Director
|
—
denominator unverified
|
—
100,000,000 shares
|
— | 25 Sep 2025 |
| Curtis R. Allen |
3/4/5
Chief Financial Officer, Director
|
—
denominator unverified
|
—
8,500 shares
|
— | 29 Sep 2025 |
| Adam D. Ferrari |
3/4/5
Chief Executive Officer, Director
|
—
denominator unverified
|
—
5,000 shares
|
— | 29 Sep 2025 |
| Jason Allan Pangracs |
3/4/5
Director
|
—
denominator unverified
|
—
2,000 shares
|
— | 29 Sep 2025 |
| David Mark Wheeler |
3/4/5
Chief Legal Officer
|
—
denominator unverified
|
—
1,000 shares
|
— | 29 Sep 2025 |
| Lindsey B. Wilson |
3/4/5
Chief Business Officer
|
—
denominator unverified
|
—
500 shares
|
— | 29 Sep 2025 |
| Sean M. Goodnight |
3/4/5
Chief Acquisition Officer
|
—
denominator unverified
|
—
500 shares
|
— | 29 Sep 2025 |
| Jason Montgomery Wagner |
3/4/5
Director
|
—
denominator unverified
|
—
250 shares
|
— | 29 Sep 2025 |
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
No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 27 Oct 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 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 Phoenix Energy One, LLC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Daniel G. Ferrari
Net 12M change
$0
Latest report
18 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Daniel G. Ferrari | Director | Mixed | 25 Sep 2025 | |||
| David Lawrence Scadden | Chief Operating Officer | Mixed | 03 Nov 2025 | |||
| Brandon K. Allen | Former Chief Operating Officer | Mixed | 20 Nov 2025 | |||
| Lindsey B. Wilson | Chief Business Officer | Mixed | 29 Sep 2025 | |||
| Justin L. Arn | Chief Land & Title Officer | Mixed | 29 Sep 2025 | |||
| Jason Montgomery Wagner | Director | Mixed | 29 Sep 2025 | |||
| Curtis R. Allen | Chief Financial Officer, Director | Mixed | 29 Sep 2025 | |||
| Adam D. Ferrari | Chief Executive Officer, Director | Mixed | 29 Sep 2025 | |||
| David Mark Wheeler | Chief Legal Officer | Mixed | 29 Sep 2025 | |||
| Jason Allan Pangracs | Director | Mixed | 29 Sep 2025 | |||
| Sean M. Goodnight | Chief Acquisition Officer | Mixed | 29 Sep 2025 | |||
| Robert Richard Kaplan Jr. | General Counsel | Mixed | 18 May 2026 |
Recent insider transactions for Phoenix Energy One, LLC
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Brandon K. Allen | Series A Cumulative Redeemable Preferred Shares | Sale | -100% | -2,500 | 0 | 20 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.