Daniel R Phillips Insider Profile

4 Followers
Daniel R Phillips, SVP at Pathfinder Bancorp, holds 35.38K shares in Pathfinder Bancorp (Ticker: PBHC). Most recently, Daniel R Phillips Sold $4,900 shares of Pathfinder Bancorp on Sep 17, 2024 for an estimated value of 76.60K.
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Daniel R Phillips

Daniel R Phillips
Pathfinder Bancorp (PBHC)
SVP

Ranked #49,484 out of 98,834 Corporate Insiders

Profitable Transactions

50%
2 out of 4 Profitable Transactions

Average Return

-0.40%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$567K
100.00%
A breakdown of Daniel R Phillips's holdings

Insider Roles

Pathfinder Bancorp
(PBHC)
SVP
Roles that Daniel R Phillips holds in companies

Most Profitable Insider Trade

Stock:
Pathfinder Bancorp
(PBHC)
Rating:Informative Sell
Date:Jun 03, 2022 - Jun 03, 2023
Return:+29.80%
The most profitable trade made by Daniel R Phillips

Daniel R Phillips's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Pathfinder Bancorp
Sep 17, 2024
SVP
Informative Sell
76.60K
$566.72K
Success Rate for
PBHC
2 out of 4 profitable transactions on
PBHC
50%
Average Return for
PBHC
Average return per transaction on
PBHC
-0.43%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jun 09, 2022
Uninformative Buy
$43.24K
-
$10.81
Dec 01, 2022
Uninformative Buy
$43.24K
-
$10.81
Sep 15, 2023
Uninformative Buy
$54.05K
-
$10.81
Aug 19, 2024
Informative Sell
$16.27K
-
$15.42
-0.70%
Sep 17, 2024
Informative Sell
$76.60K
-
$15.63
List of latest transactions for each holding click on a transaction to see Daniel R Phillips's performance on stock

Daniel R Phillips insider profile FAQ

What is the percentage of profitable transactions made by Daniel R Phillips?
The percentage of profitable transactions made by Daniel R Phillips is 50%.
    What is the average return per transaction made by Daniel R Phillips?
    The average return per transaction made by Daniel R Phillips is -0.40%.
      What stocks does Daniel R Phillips hold?
      Daniel R Phillips holds: PBHC stocks.
        What was Daniel R Phillips’s latest transaction?
        Daniel R Phillips latest transaction was an Informative Sell of $76.60K.
          What was Daniel R Phillips's most profitable transaction?
          Daniel R Phillips’s most profitable transaction was an Informative Sell of PBHC stock on June 3, 2022. The return on the trade was 29.80%.
            What is Daniel R Phillips's role in Pathfinder Bancorp?
            Daniel R Phillips's role in Pathfinder Bancorp is SVP.
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