| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Phathom Pharmaceuticals Inc | |
|---|---|
| Ticker | PHAT |
| CIK # | 0001783183 |
| CUSIP | 71722W107 |
| Sector | Life Sciences - Pharmaceutical Preparations |
| Address | 2150 E Lake Cook Road, Suite 800, Buffalo Grove, IL 60089 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001783183] | 10-K | |
| [0001783183] | 10-Q | |
| [0001783183] | 3 | |
| [0001783183] | 4 | |
| [0001783183] | 5 | |
| [0001783183] | 8-K | |
| [0001783183] | SC 13D | |
| [0001783183] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Parikh Asit
Common Stock
|
2026-03-10 | Gift | 40,000 | $0.00 | |
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Parikh Asit
Common Stock
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2026-03-10 | Gift | 40,000 | $0.00 | |
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Breedlove Robert Charles
Common Stock
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2026-02-27 | Tax withheld | 414 | $12.56 | 5,200 |
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Breedlove Robert Charles
Common Stock
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2026-02-27 | Grant | 2,790 | $0.00 | |
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Breedlove Robert Charles
Common Stock
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2026-02-27 | Tax withheld | 964 | $12.56 | 12,108 |
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Breedlove Robert Charles
Common Stock
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2026-02-27 | Grant | 13,000 | $0.00 | |
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Cook Anne Marie
Common Stock
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2026-02-10 | Tax withheld | 1,535 | $12.82 | 19,679 |
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Basta Steven L
Common Stock
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2026-02-10 | Grant | 12,362 | $0.00 | |
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Basta Steven L
Common Stock
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2026-02-10 | Tax withheld | 6,277 | $12.82 | 80,471 |
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Cook Anne Marie
Common Stock
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2026-02-10 | Grant | 3,461 | $0.00 | |
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Parikh Asit
Common Stock
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2026-01-23 | Gift | 80,500 | $0.00 | |
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Parikh Asit
Common Stock
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2026-01-23 | Gift | 80,500 | $0.00 | |
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Breedlove Robert Charles
Common Stock
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2026-01-21 | Tax withheld | 776 | $13.61 | 10,561 |
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Parikh Asit
Common Stock (Right to Buy) · derivative
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2026-01-13 | Option exercise | 8,750 | $0.00 | |
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Parikh Asit
Common Stock
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2026-01-13 | Option exercise | 8,750 | $10.30 | 90,125 |
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Cook Anne Marie
Common Stock
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2026-01-02 | Grant | 75,345 | $0.00 | |
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Narula Sanjeev
Common Stock
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2026-01-02 | Grant | 82,715 | $0.00 | |
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Basta Steven L
Common Stock
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2026-01-02 | Grant | 251,034 | $0.00 | |
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Basta Steven L
Stock Option (Right to Buy) · derivative
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2026-01-02 | Grant | 226,156 | $0.00 | |
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Cook Anne Marie
Stock Option (Right to Buy) · derivative
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2026-01-02 | Grant | 67,878 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 176 | 68,825,668 |
| 2025-12-31 | 174 | 61,570,624 |
| 2025-09-30 | 134 | 62,447,565 |
| 2025-06-30 | 120 | 58,859,118 |
| 2025-03-31 | 139 | 63,040,441 |
| 2024-12-31 | 145 | 66,262,717 |
| 2024-09-30 | 134 | 71,717,555 |
| 2024-06-30 | 116 | 58,139,607 |
| 2024-03-31 | 116 | 55,535,405 |
| 2023-12-31 | 119 | 53,855,720 |
| 2023-09-30 | 112 | 43,216,018 |
| 2023-06-30 | 104 | 42,378,589 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Wasatch Advisors LP | [2026-06-30] | SOLE | 1,307,247 | 1,307,247 |
| Hennion & Walsh Asset Management Inc | [2026-06-30] | SOLE | 327,278 | 327,278 |
| Simplify Asset Management Inc | [2026-06-30] | SOLE | 249,267 | 249,267 |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 39,845 | 39,845 |
| Summit Financial Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 22,143 |
| Inspirion Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 19,914 |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 0 | 18,731 |
| MassMutual Private Wealth & Trust FSB | [2026-06-30] | SOLE | 427 | 427 |
| Gamma Investing LLC | [2026-06-30] | DFND | 400 | 400 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 342 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 88 |
| Elevation Wealth Partners LLC | [2026-06-30] | SOLE | 0 | 20 | Prev | Page 1 | Next |