Company P (P) files to sell 100,000 shares via broker
Rhea-AI Filing Summary
Issuer P filed a notice to sell 100,000 common shares through Morgan Stanley Smith Barney LLC Executive Financial Services at New York Plaza, with an aggregate value of $9,798,000.00. The shares are identified as Founders Shares originally acquired on 10/10/2009.
The filing also lists recent Rule 10b5-1 plan sales over the past three months by related trusts and a charitable remainder trust, including multiple transactions between June and August 2026 involving blocks of common shares and multi‑million‑dollar aggregate proceeds.
Positive
- None.
Negative
- None.
Key Figures
Planned sale shares: 100000 shares
Planned sale value: $9,798,000.00
10b5-1 sale 08/10/2026 (EEC Trust): 50,000 shares; $4,935,020.00
+5 more
8 metrics
Planned sale shares
100000 shares
Common stock proposed for sale through Morgan Stanley Smith Barney LLC Executive Financial Services
Planned sale value
$9,798,000.00
Aggregate value of 100,000 common shares to be sold
10b5-1 sale 08/10/2026 (EEC Trust)
50,000 shares; $4,935,020.00
Rule 10b5-1 sale by THE EEC TRUST U/A DTD 02/08/2011
10b5-1 sale 08/10/2026 (Charitable Trust)
100,000 shares; $9,525,958.13
Rule 10b5-1 sale by THE COLGROVE FAM CHARITABLE REM TRU/A DTD 04/05/2024
10b5-1 sale 08/07/2026
35,185 shares; $3,167,047.59
Rule 10b5-1 sale by THE COLGROVE FAM CHARITABLE REM TRU/A DTD 04/05/2024
10b5-1 sale 08/04/2026
89,720 shares; $7,685,361.37
Rule 10b5-1 sale by THE COLGROVE FAM CHARITABLE REM TRU/A DTD 04/05/2024
10b5-1 sale 07/10/2026 (EEC Trust)
50,000 shares; $3,991,335.00
Rule 10b5-1 sale by THE EEC TRUST U/A DTD 02/08/2011
10b5-1 sale 06/12/2026 (RWC Trust)
49,900 shares; $3,544,910.97
Rule 10b5-1 sale by THE RWC TRUST U/A DTD 02/08/2011
Key Terms
Form 144, Founders Shares, Executive Financial Services, 10b5-1 Sales, +1 more
5 terms
Form 144 regulatory
"Filer Information | | | 144: Filer Information"
Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.
Executive Financial Services financial
"Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza"
10b5-1 Sales regulatory
"10b5-1 Sales for THE EEC TRUST U/A DTD 02/08/2011"
10b5-1 sales are pre-arranged stock-trading plans that let company insiders automatically buy or sell shares according to a fixed schedule or formula, even if they later learn confidential information. Think of it as setting up an automatic thermostat for trades: it creates a clear, documented path that can protect insiders from insider-trading accusations and gives investors a signal about predictable insider activity—though it can also simply be a way for insiders to diversify or raise cash.
Charitable Rem Trust financial
"THE COLGROVE FAM CHARITABLE REM TRU/A DTD 04/05/2024"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Which exchange is referenced for P’s common stock in this sale notice?
The common stock involved in the proposed 100,000-share sale is referenced as being listed on the NYSE, as shown in the securities information section of the notice.