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Insider · CIK 0002074045

Jason Montgomery Wagner

director

Files at PHXE-P (Phoenix Energy One, LLC). First filing Oct 1, 2025, latest Oct 1, 2025.

Jason Montgomery Wagner files SEC Form 4 as director at PHXE-P (Phoenix Energy One, LLC). Since Oct 1, 2025, Jason Montgomery Wagner has reported 1 open-market buy worth $5,000 and 0 open-market sells worth $0, the latest filed on Oct 1, 2025.

A track record needs three past buys with six months of prices behind them; Jason Montgomery Wagner has 0, so none is measured yet.

The newest scored trade: bought $5,000 of PHXE-P on Sep 29, 2025, filed Oct 1, 2025, scored 38 (weak).

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
1 / 0
$5,000 bought, $0 sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

PHXE-P: Phoenix Energy One, LLC

PHXE-POct 9, 2026 · close 25.44

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
38Weak
PHXE-Pbuy 9
Phoenix Energy One, LLC
$5,000
250 shares
--

Transactions

Every row this insider has filed, 1 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Sep 29, 2025PHXE-P
Phoenix Energy One, LLC
POpen-market purchase
Series A Cumulative Redeemable Preferred Shares
+250$20.00$5,000250Oct 1, 2025

Questions about Jason Montgomery Wagner

Answered from the filings on this page, as of the latest one.

Is Jason Montgomery Wagner buying or selling?

Not in the last 12 months. Jason Montgomery Wagner's latest open-market trade on SEC Form 4 was bought $5,000 of PHXE-P on Sep 29, 2025.

How did Jason Montgomery Wagner's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Jason Montgomery Wagner has 0.

Where does Jason Montgomery Wagner file Form 4?

Jason Montgomery Wagner has filed Form 4 at PHXE-P (Phoenix Energy One, LLC). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.