Investor · Bethesda, MD

Phyllis R. Caldwell

Open Phyllis in the network graph →

Filings

11

SEC Form D

Connections

68

co-filers

Capital

$7.3M

across filings

Active

Jun 2021

to Sep 2025

Most-connected co-filers (68)

Steven A. Museles · Bethesda, MD5 shared George L. Xanders · Bethesda, MD5 shared Alan S. Forman · Bethesda, MD5 shared D. E. Shuman · Bethesda, MD5 shared Angela A. Valdes · Bethesda, MD5 shared William J. Mulrow · Bethesda, MD5 shared Robert Stewart · PASADENA, CA5 shared Michael J. Glosserman · Chevy Chase, MD5 shared Carol A. Melton · Bethesda, MD5 shared Scott A. Estes · Bethesda, MD5 shared Eva Bellissimo · Reno, NV4 shared Juan Vargas · Houston, TX4 shared Francisco Sole · Toronto, Ontario, Canada4 shared Alisa M. Mall · Bethesda, MD4 shared Matthew Gili · Reno, NV4 shared Peter Mavrovitis · New York, NY4 shared Christopher J. Quirin · Ebene, O44 shared Brent Newcomb · Wilmington, DE4 shared Susann L. Braggs · Brooklyn, NY, NY4 shared David E. Walsh · Coral Gables, FL4 shared M. M. Banerjee · Bethesda, MD4 shared Sung C. Im · Richmond, VA4 shared Kevin W. Reynolds · Bethesda, MD4 shared Michael M. Davies · New York, NY4 shared

Recent filings (11)

Mule Investment Management Limited PartnershipSep 2025 · 2 co-filers$1.0M JBG SMITH PropertiesMay 2025 · 44 co-filers$1.8M JBG SMITH PropertiesMay 2024 · 46 co-filers$1.8M Mule Investment Management Limited PartnershipApr 2024 · 2 co-filers$1.0M JBG SMITH PropertiesMay 2023 · 43 co-filers$1.8M Mule Investment Management Limited PartnershipJan 2023 · 2 co-filers$1.0M JBG SMITH PropertiesMay 2022 · 50 co-filers$2.0M Turquoise Health Co.May 2022 · 7 co-filers$20.0M Turquoise Health Co.Jun 2021 · 5 co-filers$5.3M Mule Investment Management Limited PartnershipJun 2021 · 4 co-filers$1.0M JBG SMITH PropertiesMay 2021 · 35 co-filers$1.9M JBG SMITH PropertiesMay 2021 · 35 co-filers$1.9M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Phyllis in the interactive graph →