Entity type
Individual
Filer Snapshot
James S. Cassel
CIK 0001036796. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
15
Latest filing
30 Jul 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: Forms 3/4/5 owner position for INACU. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
INACU
30 Jun 2025
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Source: SEC Forms 3/4/5
View source filing
3 filed on 30 Jul 2025 for CIK 0001036796.
- Business address
- One Alhambra Plaza, Ste 1410, Coral Gables, FL, 33134
Filer intelligence
What SEC filings say about James S. Cassel
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Forms 3/4/5 show insider context for INACU.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
INACU
30 Jun 2025 · CEO · 10% owner
Latest update
What changed recently for James S. Cassel
Latest ownership report period: 30 Jun 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
30 Jul 2025
Page type
Ownership filings
Latest period
30 Jun 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 30 Jul 2025.
SEC filing record
CIK 0001036796 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
15
First seen
27 Sep 2002
Latest filing
30 Jul 2025
Entity
Individual
Observed form types
3
4
SC 13D
CIK-linked evidence first
Latest Filings
Showing the latest 8 of 8 SEC filings for James S. Cassel.
3
File 001-42721
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES
- Filing date
- 30 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-13499
FORM 4
- Filing date
- 07 May 2014
- Reporting date
- 07 May 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-13499
FORM 4
- Filing date
- 03 Jan 2014
- Reporting date
- 01 Jan 2014
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-13499
FORM 4
- Filing date
- 02 Jan 2013
- Reporting date
- 01 Jan 2013
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-13499
FORM 4
- Filing date
- 04 Jan 2012
- Reporting date
- 01 Jan 2012
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-13499
FORM 4
- Filing date
- 23 Mar 2011
- Reporting date
- 21 Mar 2011
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-13499
FORM 4
- Filing date
- 04 Jan 2011
- Reporting date
- 01 Jan 2011
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-13499
FORM 4
- Filing date
- 04 Jan 2010
- Reporting date
- 01 Jan 2010
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing