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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
August 29, 2018 Filed Aug 31, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 17,694 $36.49 $645,740.76
Disclosure

SEC source: 0001209191-18-049024 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,582,720

F1 · price: The range of prices for the shares of Common Stock is from $36.37 to $36.58. 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
August 28, 2018 Filed Aug 29, 2018 00:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 41,756 $36.52 $1,524,899.89
Disclosure

SEC source: 0001209191-18-048750 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,600,414

F3 · price: The range of prices for the shares of Common Stock is from $36.45 to $36.555. 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
August 27, 2018 Filed Aug 29, 2018 00:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 1,420 $36.81 $52,273.61
Disclosure

SEC source: 0001209191-18-048750 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,642,170

F2 · price: The range of prices for the shares of Common Stock is from $36.78 to $36.95. 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
August 24, 2018 Filed Aug 29, 2018 00:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 1,909 $36.68 $70,029.37
Disclosure

SEC source: 0001209191-18-048750 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,643,590

F1 · price: The range of prices for the shares of Common Stock is from $36.65 to $36.71. 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
August 21, 2018 Filed Aug 24, 2018 00:26 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 27,001 $38.55 $1,041,018.15
Disclosure

SEC source: 0001209191-18-048281 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,645,499

F1 · price: The range of prices for the shares of Common Stock is from $38.45 to $38.665. 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
August 20, 2018 Filed Aug 21, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 28,315 $38.30 $1,084,402.21
Disclosure

SEC source: 0001209191-18-047704 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,672,500

F3 · price: The range of prices for the shares of Common Stock is from $38.00 to $38.45. 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
August 17, 2018 Filed Aug 21, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 42,929 $37.86 $1,625,386.38
Disclosure

SEC source: 0001209191-18-047704 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,700,815

F2 · price: The range of prices for the shares of Common Stock is from $37.68 to $38.00. 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
August 16, 2018 Filed Aug 21, 2018 00:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 38,214 $37.79 $1,444,061.20
Disclosure

SEC source: 0001209191-18-047704 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,743,744

F1 · price: The range of prices for the shares of Common Stock is from $37.65 to $38.00. 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
August 15, 2018 Filed Aug 16, 2018 20:53 UTC Marcus & Millichap, Inc. MMI · Entity 4846 OtherCommon Stock 559,091 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-047093 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,781,958

F1 · kind: PRO RATA DISTRIBUTION BY PHOENIX INVESTMENTS HOLDINGS LLC TO UNITHOLDERS.

Read SEC document
August 09, 2018 Filed Aug 14, 2018 00:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 13,700 $38.42 $526,419.76
Disclosure

SEC source: 0001209191-18-046521 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,341,049

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 $38.40 to $38.4575. 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
August 08, 2018 Filed Aug 9, 2018 00:20 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 17,515 $38.37 $672,054.05
Disclosure

SEC source: 0001209191-18-045943 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,354,749

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 $38.19 to $38.50. 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
August 07, 2018 Filed Aug 9, 2018 00:20 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 45,569 $39.80 $1,813,746.45
Disclosure

SEC source: 0001209191-18-045943 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,372,264

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 $39.65 to $39.905. 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
August 06, 2018 Filed Aug 9, 2018 00:20 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 31,237 $39.58 $1,236,226.14
Disclosure

SEC source: 0001209191-18-045943 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,417,833

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 $39.50 to $39.60. 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
August 03, 2018 Filed Aug 3, 2018 22:44 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 29,653 $39.48 $1,170,792.36
Disclosure

SEC source: 0001209191-18-045418 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,449,070

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 $39.44 to $39.58. 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
August 02, 2018 Filed Aug 3, 2018 22:44 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 18,840 $39.65 $746,977.74
Disclosure

SEC source: 0001209191-18-045418 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,478,723

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 $39.60 to $39.68. 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
August 01, 2018 Filed Aug 3, 2018 22:44 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 18,385 $39.90 $733,622.17
Disclosure

SEC source: 0001209191-18-045418 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,497,563

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 $39.71 to $40.00. 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
July 31, 2018 Filed Aug 1, 2018 00:01 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 13,267 $40.28 $534,441.19
Disclosure

SEC source: 0001209191-18-044616 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,515,948

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 $40.20 to $40.36. 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
July 30, 2018 Filed Aug 1, 2018 00:01 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 3,000 $40.27 $120,798.90
Disclosure

SEC source: 0001209191-18-044616 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,529,215

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 $40.00 to $40.555. 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
July 27, 2018 Filed Aug 1, 2018 00:01 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 8,000 $40.68 $325,456.80
Disclosure

SEC source: 0001209191-18-044616 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,532,215

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 $40.40 to $41.205. 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
July 26, 2018 Filed Jul 27, 2018 00:27 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 33,291 $41.18 $1,370,860.13
Disclosure

SEC source: 0001209191-18-044113 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,540,215

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 $40.66 to $41.45. 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
July 25, 2018 Filed Jul 27, 2018 00:27 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $40.51 $2,025,335.00
Disclosure

SEC source: 0001209191-18-044113 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,573,506

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 $40.24 to $40.63. 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
July 24, 2018 Filed Jul 27, 2018 00:27 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 35,874 $40.43 $1,450,486.27
Disclosure

SEC source: 0001209191-18-044113 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,623,506

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 $40.30 to $40.61. 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
July 23, 2018 Filed Jul 24, 2018 00:30 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 27,300 $40.11 $1,095,071.25
Disclosure

SEC source: 0001209191-18-043663 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,659,380

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 $40.03 to $40.23. 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
July 20, 2018 Filed Jul 24, 2018 00:30 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 20,300 $40.41 $820,325.03
Disclosure

SEC source: 0001209191-18-043663 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,686,680

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 $40.27 to $40.515. 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
July 19, 2018 Filed Jul 24, 2018 00:30 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 21,089 $40.69 $858,189.44
Disclosure

SEC source: 0001209191-18-043663 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,706,980

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 $40.55 to $40.905. 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
July 18, 2018 Filed Jul 18, 2018 23:29 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $40.60 $2,029,790.00
Disclosure

SEC source: 0001209191-18-043164 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,728,069

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 $40.25 to $40.75. 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
July 17, 2018 Filed Jul 18, 2018 23:29 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 40,271 $40.48 $1,630,351.30
Disclosure

SEC source: 0001209191-18-043164 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,778,069

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 $40.34 to $40.575. 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
July 16, 2018 Filed Jul 18, 2018 23:29 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 33,154 $40.48 $1,341,911.47
Disclosure

SEC source: 0001209191-18-043164 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,818,340

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 $40.45 to $40.51. 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
June 14, 2018 Filed Jun 15, 2018 22:05 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $38.32 $1,916,160.00
Disclosure

SEC source: 0001209191-18-038146 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,851,494

F2 · price: The range of prices for the shares of Common Stock is from $38.10 to $38.45. 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
June 13, 2018 Filed Jun 15, 2018 22:05 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 11,000 $38.23 $420,514.60
Disclosure

SEC source: 0001209191-18-038146 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,901,494

F1 · price: The range of prices for the shares of Common Stock is from $38.03 to $38.40. 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.

Read SEC document
June 12, 2018 Filed Jun 12, 2018 23:09 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 18,575 $38.34 $712,087.49
Disclosure

SEC source: 0001209191-18-037321 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,912,494

F3 · price: The range of prices for the shares of Common Stock is from $38.13 to $38.64. 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
June 11, 2018 Filed Jun 12, 2018 23:09 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $38.68 $1,933,925.00
Disclosure

SEC source: 0001209191-18-037321 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,931,069

F2 · price: The range of prices for the shares of Common Stock is from $38.475 to $38.80. 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
June 08, 2018 Filed Jun 12, 2018 23:09 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 21,728 $38.32 $832,677.80
Disclosure

SEC source: 0001209191-18-037321 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,981,069

F1 · price: The range of prices for the shares of Common Stock is from $38.30 to $38.45. 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
June 07, 2018 Filed Jun 7, 2018 22:48 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 14,624 $38.46 $562,392.24
Disclosure

SEC source: 0001209191-18-036494 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,002,797

F3 · price: The range of prices for the shares of Common Stock is from $38.40 to $38.58. 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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June 06, 2018 Filed Jun 7, 2018 22:48 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $38.39 $1,919,535.00
Disclosure

SEC source: 0001209191-18-036494 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,017,421

F2 · price: The range of prices for the shares of Common Stock is from $38.00 to $38.54. 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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June 05, 2018 Filed Jun 7, 2018 22:48 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $37.91 $1,895,510.00
Disclosure

SEC source: 0001209191-18-036494 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,067,421

F1 · price: The range of prices for the shares of Common Stock is from $37.55 to $38.21. 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.

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June 04, 2018 Filed Jun 4, 2018 22:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $37.47 $1,873,600.00
Disclosure

SEC source: 0001209191-18-035303 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,117,421

F3 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.65. 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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June 01, 2018 Filed Jun 4, 2018 22:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 7,029 $37.17 $261,241.92
Disclosure

SEC source: 0001209191-18-035303 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,167,421

F2 · price: The range of prices for the shares of Common Stock is from $37.00 to $37.655. 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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May 31, 2018 Filed Jun 4, 2018 22:11 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 29,027 $37.48 $1,088,042.26
Disclosure

SEC source: 0001209191-18-035303 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,174,450

F1 · price: The range of prices for the shares of Common Stock is from $37.30 to $37.69. 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.

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May 30, 2018 Filed May 30, 2018 23:22 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 26,940 $37.68 $1,015,093.81
Disclosure

SEC source: 0001209191-18-034275 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,203,477

F3 · price: The range of prices for the shares of Common Stock is from $37.64 to $37.89. 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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May 29, 2018 Filed May 30, 2018 23:22 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 11,948 $37.76 $451,213.83
Disclosure

SEC source: 0001209191-18-034275 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,230,417

F2 · price: The range of prices for the shares of Common Stock is from $37.5 to $37.91. 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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May 25, 2018 Filed May 30, 2018 23:22 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 69,612 $37.82 $2,632,976.44
Disclosure

SEC source: 0001209191-18-034275 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,242,365

F1 · price: The range of prices for the shares of Common Stock is from $37.6833 to $37.95. 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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May 24, 2018 Filed May 25, 2018 21:47 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 90,000 $37.64 $3,387,213.00
Disclosure

SEC source: 0001209191-18-033618 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,311,977

F2 · price: The range of prices for the shares of Common Stock is from $37.3848 to $37.91. 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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May 23, 2018 Filed May 25, 2018 21:47 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 26,700 $37.67 $1,005,799.68
Disclosure

SEC source: 0001209191-18-033618 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,401,977

F1 · price: The range of prices for the shares of Common Stock is from $37.55 to $37.795. 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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May 22, 2018 Filed May 23, 2018 00:41 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 62,688 $37.72 $2,364,296.73
Disclosure

SEC source: 0001209191-18-032481 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,428,677

F3 · price: The range of prices for the shares of Common Stock is from $37.5076 to $37.80. 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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May 21, 2018 Filed May 23, 2018 00:41 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 54,379 $37.62 $2,045,933.74
Disclosure

SEC source: 0001209191-18-032481 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,491,365

F2 · price: The range of prices for the shares of Common Stock is from $37.4386 to $37.86. 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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May 18, 2018 Filed May 23, 2018 00:41 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 22,039 $37.42 $824,672.93
Disclosure

SEC source: 0001209191-18-032481 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,545,744

F1 · price: The range of prices for the shares of Common Stock is from $37.3244 to $37.75. 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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May 18, 2018 Filed Jun 7, 2018 22:46 UTC Amendment Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 28,829 $37.42 $1,078,746.59
Disclosure

SEC source: 0001209191-18-036493 · doc4a.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,545,744

F1 · price: The range of prices for the shares of Common Stock is from $37.3244 to $37.75. 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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May 17, 2018 Filed May 18, 2018 00:06 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 43,700 $37.50 $1,638,789.33
Disclosure

SEC source: 0001209191-18-031219 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,574,573

F3 · price: The range of prices for the shares of Common Stock is from $37.3248 to $37.90. 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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May 16, 2018 Filed May 18, 2018 00:06 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 25,750 $37.76 $972,237.60
Disclosure

SEC source: 0001209191-18-031219 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,618,273

F2 · price: The range of prices for the shares of Common Stock is from $37.54 to $37.86. 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.