Filer Snapshot

Neil Gagnon

CIK 0001070170. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

68

Latest filing

12 Mar 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for AMRC. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

AMRC

03 Mar 2025 · 5% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 12 Mar 2025 for CIK 0001070170.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$29.31M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$29.31M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

PSIX SCWX

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

CNF PSIX AMRC
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1370 Avenue Of The Americas, 26 Th Floor, New York, NY, 10019

Filer intelligence

What SEC filings say about Neil Gagnon

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 3 recent 13D/G stake rows found; top row is AMRC at 5% ownership.
  • Forms 3/4/5 show insider context for PSIX worth $19.93M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 3 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 3 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

AMRC

03 Mar 2025 · Class A Common Stock

5%
Issuer page 13D/G history

CNF

27 Feb 2025 · Ordinary Shares

5.1%
Issuer page 13D/G history

PSIX

05 Feb 2025 · Common Stock, par value $0.001 per share

5%
Issuer page 13D/G history

Forms 3/4/5 insider context

PSIX

03 Oct 2024

$19.93M
Issuer page Owner page

SCWX

19 Nov 2024

$9.37M
Issuer page Owner page

APEN

15 Oct 2021 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Neil Gagnon

New filing available

Latest Schedule 13D/G period: 03 Mar 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 Mar 2025

Page type

Filer profile

Latest period

03 Mar 2025

Schedule 13D/G context is visible from filings filed on 10 Mar 2025.

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SEC filing record

CIK 0001070170 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
68
First seen
15 Jun 2021
Latest filing
12 Mar 2025
Entity
Individual

Observed form types

3 4 SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Neil Gagnon SEC filings Neil Gagnon 13D/G history Neil Gagnon owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 68 SEC filings for Neil Gagnon.

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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
12 Mar 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
10 Mar 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Feb 2025
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
19 Jul 2023
Reporting date
17 Jul 2023
SEC evidence
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4

4 filing

Filing date
10 Jul 2023
Reporting date
07 Jul 2023
SEC evidence
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4

4 filing

Filing date
07 Jul 2023
Reporting date
06 Jul 2023
SEC evidence
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4

4 filing

Filing date
28 Jun 2023
Reporting date
27 Jun 2023
SEC evidence
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4

4 filing

Filing date
27 Jun 2023
Reporting date
26 Jun 2023
SEC evidence
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4

4 filing

Filing date
22 Jun 2023
Reporting date
21 Jun 2023
SEC evidence
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4

4 filing

Filing date
14 Jun 2023
Reporting date
12 Jun 2023
SEC evidence
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4

4 filing

Filing date
12 Jun 2023
Reporting date
09 Jun 2023
SEC evidence
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4

4 filing

Filing date
26 May 2023
Reporting date
24 May 2023
SEC evidence
Open document Open filing
Next action
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