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Phoenix Investments Holdings LLC

Disclosed activity across 1 company

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137188
SEC CIK
0001589464

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Marcus & Millichap, Inc.MMI · Entity 484610% ownerJuly 16, 2021July 20, 2021

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Marcus & Millichap, Inc.

Report date July 16, 2021 · Filed July 20, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect14,128,075 Reported balance After 2021-07-16 transaction · row 1
1 source row

Row 1 · 2021-07-16 · Other · Disposed 157,212 · Balance 14,128,075

F1: Distribution by Phoenix Investments Holdings LLC ("Phoenix") to a unitholder to redeem the unitholder's membership interest in Phoenix.

Filing footnotes · ownership attribution and instrument terms

F1: Distribution by Phoenix Investments Holdings LLC ("Phoenix") to a unitholder to redeem the unitholder's membership interest in Phoenix.

Transaction history

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 16, 2021 Filed Jul 20, 2021 20:51 UTC Marcus & Millichap, Inc. MMI · Entity 4846 OtherCommon Stock 157,212 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-047395 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,128,075

F1 · kind: Distribution by Phoenix Investments Holdings LLC ("Phoenix") to a unitholder to redeem the unitholder's membership interest in Phoenix.

Read SEC document
April 15, 2021 Filed Apr 16, 2021 21:02 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 7,199 $35.64 $256,604.76
Disclosure

SEC source: 0001209191-21-026982 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,285,287

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. The shares included in the sales plan have now been fully sold.

F3 · price: The range of prices for the shares of Common Stock is from $35.50 to $35.81. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 14, 2021 Filed Apr 16, 2021 21:02 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 22,719 $35.48 $805,999.69
Disclosure

SEC source: 0001209191-21-026982 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,292,486

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended. The shares included in the sales plan have now been fully sold.

F2 · price: The range of prices for the shares of Common Stock is from $35.40 to $35.69. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 13, 2021 Filed Apr 13, 2021 23:47 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 18,000 $35.32 $635,787.00
Disclosure

SEC source: 0001209191-21-026534 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,315,205

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F4 · price: The range of prices for the shares of Common Stock is from $35.07 to $35.47. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 12, 2021 Filed Apr 13, 2021 23:47 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 33,103 $35.32 $1,169,128.44
Disclosure

SEC source: 0001209191-21-026534 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,333,205

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F3 · price: The range of prices for the shares of Common Stock is from $35.00 to $35.44. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 09, 2021 Filed Apr 13, 2021 23:47 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $34.91 $1,745,530.00
Disclosure

SEC source: 0001209191-21-026534 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,366,308

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F2 · price: The range of prices for the shares of Common Stock is from $34.72 to $35.17. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 08, 2021 Filed Apr 8, 2021 22:29 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 27,601 $34.76 $959,369.36
Disclosure

SEC source: 0001209191-21-026144 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,416,308

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F4 · price: The range of prices for the shares of Common Stock is from $34.70 to $34.825. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 07, 2021 Filed Apr 8, 2021 22:29 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 13,740 $34.65 $476,144.59
Disclosure

SEC source: 0001209191-21-026144 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,443,909

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F3 · price: The range of prices for the shares of Common Stock is from $34.60 to $34.73. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 06, 2021 Filed Apr 8, 2021 22:29 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $34.76 $1,738,005.00
Disclosure

SEC source: 0001209191-21-026144 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,457,649

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F2 · price: The range of prices for the shares of Common Stock is from $34.60 to $34.865. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 05, 2021 Filed Apr 5, 2021 23:24 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $34.53 $1,726,685.00
Disclosure

SEC source: 0001209191-21-025481 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,507,649

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F3 · price: The range of prices for the shares of Common Stock is from $34.25 to $34.72. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 23:24 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 27,638 $34.14 $943,569.61
Disclosure

SEC source: 0001209191-21-025481 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,557,649

F1 · kind: Shares sold through sales plan pursuant to Rule 10b5-1(c)(1) of the Securities Exchange Act of 1934, as amended.

F2 · price: The range of prices for the shares of Common Stock is from $34.06 to $34.21. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
March 12, 2021 Filed Mar 17, 2021 00:22 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 60,000 $34.48 $2,068,704.00
Disclosure

SEC source: 0001209191-21-021192 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,585,287

F1 · price: The range of prices for the shares of Common Stock is from $34.05 to $34.81. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
March 11, 2021 Filed Mar 11, 2021 23:52 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 60,000 $34.24 $2,054,190.00
Disclosure

SEC source: 0001209191-21-019939 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,645,287

F3 · price: The range of prices for the shares of Common Stock is from $34.00 to $34.43. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
March 10, 2021 Filed Mar 11, 2021 23:52 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 26,811 $34.02 $912,128.99
Disclosure

SEC source: 0001209191-21-019939 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,705,287

F2 · price: The range of prices for the shares of Common Stock is from $34.00 to $34.10. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
March 09, 2021 Filed Mar 11, 2021 23:52 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 1,000 $34.05 $34,053.00
Disclosure

SEC source: 0001209191-21-019939 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,732,098

F1 · price: The range of prices for the shares of Common Stock is from $34.05 to $34.075. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
March 03, 2021 Filed Mar 6, 2021 00:09 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 10,607 $37.52 $397,927.97
Disclosure

SEC source: 0001209191-21-018384 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,733,098

F1 · price: The range of prices for the shares of Common Stock is from $37.46 to $37.62. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
March 01, 2021 Filed Mar 2, 2021 23:45 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 24,425 $38.41 $938,252.18
Disclosure

SEC source: 0001209191-21-016457 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,743,705

F2 · price: The range of prices for the shares of Common Stock is from $38.23 to $38.72. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
February 26, 2021 Filed Mar 2, 2021 23:45 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 500 $38.50 $19,250.00
Disclosure

SEC source: 0001209191-21-016457 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,768,130

Read SEC document
February 26, 2021 Filed Mar 2, 2021 23:45 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 18,400 $37.96 $698,465.84
Disclosure

SEC source: 0001209191-21-016457 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,768,630

F1 · price: The range of prices for the shares of Common Stock is from $37.50 to $38.46. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 01:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 6,054 $39.08 $236,590.32
Disclosure

SEC source: 0001209191-21-014509 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,787,030

F3 · price: The range of prices for the shares of Common Stock is from $39.00 to $39.50. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 01:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 5,278 $39.68 $209,453.21
Disclosure

SEC source: 0001209191-21-014509 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,793,084

F2 · price: The range of prices for the shares of Common Stock is from $39.25 to $40.155. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
February 23, 2021 Filed Feb 26, 2021 01:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 4,900 $40.28 $197,356.81
Disclosure

SEC source: 0001209191-21-014509 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,798,362

F1 · price: The range of prices for the shares of Common Stock is from $40.00 to $40.39. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
October 31, 2019 Filed Nov 1, 2019 23:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 OtherCommon Stock 84,086 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-054783 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,803,262

F1 · kind: Distribution by Phoenix Investments Holdings LLC ("Phoenix") to a unitholder to redeem the unitholder's membership interest in Phoenix.

Read SEC document
November 28, 2018 Filed Nov 29, 2018 01:13 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 20,202 $37.01 $747,696.22
Disclosure

SEC source: 0001209191-18-060175 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,887,348

F4 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.06. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 27, 2018 Filed Nov 29, 2018 01:13 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 26,681 $37.01 $987,562.53
Disclosure

SEC source: 0001209191-18-060175 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,907,550

F3 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.095. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 26, 2018 Filed Nov 29, 2018 01:13 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $37.04 $1,851,885.00
Disclosure

SEC source: 0001209191-18-060175 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,934,231

F1 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.1225. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F2 · balance_after: Amount reflects the correction of an arithmetic error in the last Form 4 filed November 19, 2018. The prior ending balance in Column 5 should have been 14,984,231.

Read SEC document
November 19, 2018 Filed Nov 20, 2018 01:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 2,500 $37.00 $92,505.25
Disclosure

SEC source: 0001209191-18-059360 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,999,489

F3 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.06. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 16, 2018 Filed Nov 20, 2018 01:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 15,258 $37.01 $564,632.97
Disclosure

SEC source: 0001209191-18-059360 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,986,731

F2 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.03. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 15, 2018 Filed Nov 20, 2018 01:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 17,025 $37.00 $630,008.42
Disclosure

SEC source: 0001209191-18-059360 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,001,989

F1 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.02. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 14, 2018 Filed Nov 15, 2018 01:21 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $37.04 $1,852,170.00
Disclosure

SEC source: 0001209191-18-058645 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,019,014

F3 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.26. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 13, 2018 Filed Nov 15, 2018 01:21 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $37.05 $1,852,740.00
Disclosure

SEC source: 0001209191-18-058645 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,069,014

F2 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.30. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 12, 2018 Filed Nov 15, 2018 01:21 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $37.31 $1,865,490.00
Disclosure

SEC source: 0001209191-18-058645 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,119,014

F1 · price: The range of prices for the shares of Common Stock is from $37.02 to $37.57. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 07, 2018 Filed Nov 10, 2018 00:13 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 17,007 $36.42 $619,420.45
Disclosure

SEC source: 0001209191-18-058035 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,169,014

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F3 · price: The range of prices for the shares of Common Stock is from $36.105 to $36.92. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 07, 2018 Filed Nov 10, 2018 00:13 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 7,641 $35.72 $272,954.09
Disclosure

SEC source: 0001209191-18-058035 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,186,021

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F2 · price: The range of prices for the shares of Common Stock is from $35.10 to $36.10. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

F3 · price: The range of prices for the shares of Common Stock is from $36.105 to $36.92. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 06, 2018 Filed Nov 7, 2018 01:15 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $34.86 $1,743,060.00
Disclosure

SEC source: 0001209191-18-057483 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,193,662

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F4 · price: The range of prices for the shares of Common Stock is from $34.58 to $35.11. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

Read SEC document
November 05, 2018 Filed Nov 7, 2018 01:15 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $34.82 $1,741,000.00
Disclosure

SEC source: 0001209191-18-057483 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,243,662

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F3 · price: The range of prices for the shares of Common Stock is from $34.6125 to $35.02. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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November 02, 2018 Filed Nov 7, 2018 01:15 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $35.10 $1,755,235.00
Disclosure

SEC source: 0001209191-18-057483 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,293,662

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F2 · price: The range of prices for the shares of Common Stock is from $34.87 to $35.40. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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November 01, 2018 Filed Nov 2, 2018 23:19 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $35.06 $1,752,830.00
Disclosure

SEC source: 0001209191-18-057027 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,343,662

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F3 · price: The range of prices for the shares of Common Stock is from $34.60 to $35.46. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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October 31, 2018 Filed Nov 2, 2018 23:19 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $34.95 $1,747,375.00
Disclosure

SEC source: 0001209191-18-057027 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,393,662

F1 · kind: SALE EFFECTED UNDER SALES PLAN PURSUANT TO RULE 10B5-1(C)(1) OF THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED.

F2 · price: The range of prices for the shares of Common Stock is from $34.74 to $35.495. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 14, 2018 Filed Sep 17, 2018 23:29 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 8,914 $35.51 $316,555.75
Disclosure

SEC source: 0001209191-18-051291 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,443,662

F1 · price: The range of prices for the shares of Common Stock is from $35.45 to $35.615. The reporting person undertakes that it will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 13, 2018 Filed Sep 14, 2018 00:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 14,204 $35.46 $503,736.34
Disclosure

SEC source: 0001209191-18-050978 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,452,576

F3 · price: The range of prices for the shares of Common Stock is from $35.40 to $35.54. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 12, 2018 Filed Sep 14, 2018 00:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 8,000 $35.40 $283,196.00
Disclosure

SEC source: 0001209191-18-050978 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,466,780

F2 · price: The range of prices for the shares of Common Stock is from $35.20 to $35.52. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 11, 2018 Filed Sep 14, 2018 00:14 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 30,000 $35.46 $1,063,881.00
Disclosure

SEC source: 0001209191-18-050978 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,474,780

F1 · price: The range of prices for the shares of Common Stock is from $35.40 to $35.60. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 10, 2018 Filed Sep 10, 2018 23:55 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 30,698 $35.41 $1,087,126.69
Disclosure

SEC source: 0001209191-18-050374 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,504,780

F3 · price: The range of prices for the shares of Common Stock is from $35.35 to $35.5075. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 07, 2018 Filed Sep 10, 2018 23:55 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 4,000 $35.44 $141,743.60
Disclosure

SEC source: 0001209191-18-050374 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,535,478

F2 · price: The range of prices for the shares of Common Stock is from $35.13 to $35.55. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 06, 2018 Filed Sep 10, 2018 23:55 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 2,206 $35.55 $78,424.84
Disclosure

SEC source: 0001209191-18-050374 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,539,478

F1 · price: The range of prices for the shares of Common Stock is from $35.55 to $35.555. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 05, 2018 Filed Sep 6, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 700 $36.01 $25,203.64
Disclosure

SEC source: 0001209191-18-049688 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,541,684

F3 · price: The range of prices for the shares of Common Stock is from $36.00 to $36.01. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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September 04, 2018 Filed Sep 6, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 3,332 $36.27 $120,835.65
Disclosure

SEC source: 0001209191-18-049688 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,542,384

F2 · price: The range of prices for the shares of Common Stock is from $36.20 to $36.355. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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August 31, 2018 Filed Sep 6, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 25,470 $36.42 $927,660.70
Disclosure

SEC source: 0001209191-18-049688 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,545,716

F1 · price: The range of prices for the shares of Common Stock is from $36.35 to $36.51. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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August 30, 2018 Filed Aug 31, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 11,534 $36.39 $419,724.57
Disclosure

SEC source: 0001209191-18-049024 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,571,186

F2 · price: The range of prices for the shares of Common Stock is from $36.30 to $36.485. The reporting person undertakes that he will provide, upon request by the staff of the U.S. Securities and Exchange Commission, full information regarding the number of securities sold at each separate price.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.