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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
May 15, 2018 Filed May 18, 2018 00:06 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 22,039 $37.51 $826,574.90
Disclosure

SEC source: 0001209191-18-031219 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,644,023

F1 · price: The range of prices for the shares of Common Stock is from $37.40 to $37.58. 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
May 10, 2018 Filed May 11, 2018 22:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 1,750 $37.17 $65,056.08
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 5

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,666,062

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

F6 · price: The range of prices for the shares of Common Stock is from $37.12 to $37.30. 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 10, 2018 Filed May 11, 2018 22:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 54,334 $36.54 $1,985,494.76
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 4

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,667,812

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

F5 · price: The range of prices for the shares of Common Stock is from $36.11 to $37.09. 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
May 09, 2018 Filed May 11, 2018 22:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 601 $37.90 $22,775.38
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,722,146

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 $37.86 to $37.93. 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
May 09, 2018 Filed May 11, 2018 22:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 59,918 $37.09 $2,222,112.96
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,722,747

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 $36.85 to $37.85. 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
May 09, 2018 Filed May 11, 2018 22:03 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 14,481 $36.48 $528,255.30
Disclosure

SEC source: 0001209191-18-029656 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,782,665

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 $35.84 to $36.84. 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
May 08, 2018 Filed May 8, 2018 23:15 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 44,903 $35.10 $1,576,144.69
Disclosure

SEC source: 0001209191-18-028704 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,797,146

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 $33.90 to $35.25. 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
May 07, 2018 Filed May 8, 2018 23:15 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 13,382 $35.06 $469,115.38
Disclosure

SEC source: 0001209191-18-028704 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,842,049

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 $34.615 to $35.19. 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
May 04, 2018 Filed May 8, 2018 23:15 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 38,365 $34.95 $1,340,749.33
Disclosure

SEC source: 0001209191-18-028704 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,855,431

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 $34.615 to $35.08. 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
May 03, 2018 Filed May 4, 2018 00:25 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 28,875 $34.64 $1,000,322.40
Disclosure

SEC source: 0001209191-18-027920 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,893,796

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 $34.45 to $34.84. 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
May 02, 2018 Filed May 4, 2018 00:25 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 42,597 $34.46 $1,467,722.23
Disclosure

SEC source: 0001209191-18-027920 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,922,671

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 $34.24 to $34.56. 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
May 01, 2018 Filed May 1, 2018 23:09 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 19,217 $34.17 $656,719.84
Disclosure

SEC source: 0001209191-18-027197 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,965,268

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 $33.99 to $34.32. 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
April 30, 2018 Filed May 1, 2018 23:09 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 8,604 $34.50 $296,873.28
Disclosure

SEC source: 0001209191-18-027197 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,984,485

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 $34.11 to $34.81. 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
April 27, 2018 Filed May 1, 2018 23:09 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 30,613 $34.37 $1,052,306.57
Disclosure

SEC source: 0001209191-18-027197 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,993,089

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 $34.25 to $34.51. 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.

Read SEC document
April 26, 2018 Filed Apr 26, 2018 22:49 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 16,861 $34.36 $579,426.58
Disclosure

SEC source: 0001209191-18-026317 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,023,702

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 $34.19 to $34.535. 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
April 25, 2018 Filed Apr 26, 2018 22:49 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 14,277 $34.30 $489,691.11
Disclosure

SEC source: 0001209191-18-026317 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,040,563

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 $34.16 to $34.55. 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.

Read SEC document
April 24, 2018 Filed Apr 26, 2018 22:49 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 7,990 $35.07 $280,246.85
Disclosure

SEC source: 0001209191-18-026317 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,054,840

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 $34.80 to $35.405. 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
April 23, 2018 Filed Apr 24, 2018 21:49 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 2,611 $35.16 $91,796.23
Disclosure

SEC source: 0001209191-18-026006 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,062,830

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 $35.12 to $35.64. 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
April 20, 2018 Filed Apr 24, 2018 21:49 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 3,493 $35.56 $124,202.00
Disclosure

SEC source: 0001209191-18-026006 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,065,441

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 $35.55 to $35.705. 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
March 21, 2018 Filed Mar 23, 2018 21:37 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 28,015 $35.88 $1,005,105.36
Disclosure

SEC source: 0001209191-18-021455 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,068,934

F1 · price: The range of prices for the shares of Common Stock is from $35.7001 to $36.00. 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
March 20, 2018 Filed Mar 20, 2018 23:36 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 81,401 $35.72 $2,908,034.44
Disclosure

SEC source: 0001209191-18-020995 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,096,949

F3 · price: The range of prices for the shares of Common Stock is from $35.34 to $35.96. 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
March 19, 2018 Filed Mar 20, 2018 23:36 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,000 $35.51 $1,775,565.00
Disclosure

SEC source: 0001209191-18-020995 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,178,350

F2 · price: The range of prices for the shares of Common Stock is from $35.20 to $35.70. 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
March 16, 2018 Filed Mar 20, 2018 23:36 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 67,609 $35.81 $2,421,139.14
Disclosure

SEC source: 0001209191-18-020995 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,228,350

F1 · price: The range of prices for the shares of Common Stock is from $35.50 to $35.97. 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
March 15, 2018 Filed Mar 15, 2018 22:18 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 101,208 $35.98 $3,641,909.16
Disclosure

SEC source: 0001209191-18-019936 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,295,959

F3 · price: The range of prices for the shares of Common Stock is from $35.65 to $36.19. 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
March 14, 2018 Filed Mar 15, 2018 22:18 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 69,599 $36.02 $2,507,262.22
Disclosure

SEC source: 0001209191-18-019936 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,397,167

F2 · price: The range of prices for the shares of Common Stock is from $35.48 to $36.23. 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
March 13, 2018 Filed Mar 15, 2018 22:18 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 47,639 $36.13 $1,721,378.10
Disclosure

SEC source: 0001209191-18-019936 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,466,766

F1 · price: The range of prices for the shares of Common Stock is from $36.10 to $36.215. 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
December 01, 2017 Filed Dec 1, 2017 21:54 UTC Marcus & Millichap, Inc. MMI · Entity 4846 OtherCommon Stock 98,362 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-063236 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,514,405

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

Read SEC document
November 22, 2017 Filed Nov 28, 2017 00:37 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 50,839 $30.75 $1,563,548.36
Disclosure

SEC source: 0001209191-17-062634 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,612,767

F1 · price: The range of prices for the shares of Common Stock is from $30.365 to $31.10. 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 21, 2017 Filed Nov 22, 2017 01:01 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 136,363 $31.00 $4,227,375.73
Disclosure

SEC source: 0001209191-17-062221 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,663,606

F3 · price: The range of prices for the shares of Common Stock is from $30.84 to $31.08. 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 20, 2017 Filed Nov 22, 2017 01:01 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 188,826 $30.52 $5,763,743.71
Disclosure

SEC source: 0001209191-17-062221 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,799,969

F2 · price: The range of prices for the shares of Common Stock is from $30.50 to $30.645. 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 17, 2017 Filed Nov 22, 2017 01:01 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 243,898 $30.50 $7,438,328.03
Disclosure

SEC source: 0001209191-17-062221 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,988,795

F1 · price: The range of prices for the shares of Common Stock is from $30.40 to $30.625. 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 16, 2017 Filed Nov 16, 2017 23:22 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 100,000 $30.54 $3,054,460.00
Disclosure

SEC source: 0001209191-17-061292 · doc4.xml · nonDerivative · entry 3

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,232,693

F3 · price: The range of prices for the shares of Common Stock is from $30.43 to $30.7225. 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 15, 2017 Filed Nov 16, 2017 23:22 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 141,101 $30.35 $4,282,189.59
Disclosure

SEC source: 0001209191-17-061292 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,332,693

F2 · price: The range of prices for the shares of Common Stock is from $30.02 to $30.5075. 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.

Read SEC document
November 14, 2017 Filed Nov 16, 2017 23:22 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 132,606 $30.70 $4,070,460.52
Disclosure

SEC source: 0001209191-17-061292 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,473,794

F1 · price: The range of prices for the shares of Common Stock is from $30.44 to $31.28. 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 13, 2017 Filed Nov 14, 2017 01:21 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 26,138 $29.97 $783,350.63
Disclosure

SEC source: 0001209191-17-060483 · doc4.xml · nonDerivative · entry 2

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,606,400

F2 · price: The range of prices for the shares of Common Stock is from $29.90 to $30.085. 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 10, 2017 Filed Nov 14, 2017 01:21 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 16,819 $30.34 $510,369.19
Disclosure

SEC source: 0001209191-17-060483 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,632,538

F1 · price: The range of prices for the shares of Common Stock is from $30.25 to $30.595. 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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March 20, 2017 Filed Mar 23, 2017 00:06 UTC Marcus & Millichap, Inc. MMI · Entity 4846 SaleCommon Stock 512,643 $24.50 $12,559,753.50
Disclosure

SEC source: 0001209191-17-022449 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,649,357

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December 06, 2016 Filed Dec 8, 2016 22:13 UTC Marcus & Millichap, Inc. MMI · Entity 4846 OtherCommon Stock 400,001 $0.00 $0.00
Disclosure

SEC source: 0001209191-16-154207 · doc4.xml · nonDerivative · entry 1

Phoenix Investments Holdings LLC · CIK 0001589464 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,162,000

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

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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.