Filer Snapshot

Barry Sloane

CIK 0001124485. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

13

Latest filing

03 Nov 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for NEWT. 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

NEWT

11 Feb 2025 · 5.2% ownership

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Source: SEC Forms 3/4/5

4 filed on 03 Nov 2025 for CIK 0001124485.

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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$16.79M

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

Forms 3/4/5 position value

3/4/5
$16.79M

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.

NEWT IPM

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

NEWT
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.

Filer intelligence

What SEC filings say about Barry Sloane

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

  • 1 recent 13D/G stake row found; top row is NEWT at 5.2% ownership.
  • Forms 3/4/5 show insider context for NEWT worth $16.78M.

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 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 2 rows

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

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13D/G large-stake context

NEWT

11 Feb 2025 · Common Stock, par value $0.02 per share

5.2%
Issuer page 13D/G history

Forms 3/4/5 insider context

NEWT

15 Jun 2026 · President, Chairman & CEO

$16.78M
Issuer page Owner page

IPM

21 May 2026

$9.8K
Issuer page Owner page

Latest update

What changed recently for Barry Sloane

Ownership report updated

Latest ownership report period: 15 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Jun 2026

Page type

Ownership filings

Latest period

15 Jun 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 16 Jun 2026.

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SEC filing record

CIK 0001124485 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
13
First seen
10 Jan 2022
Latest filing
03 Nov 2025
Entity
Individual

Observed form types

4 5 SCHEDULE 13D/A

CIK-linked evidence first

Barry Sloane SEC filings Barry Sloane 13D/G history Barry Sloane owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 13 SEC filings for Barry Sloane.

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4

4 filing

Filing date
03 Nov 2025
Reporting date
03 Nov 2025
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

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

4 filing

Filing date
22 Sep 2023
Reporting date
22 Sep 2023
SEC evidence
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4

4 filing

Filing date
22 Sep 2023
Reporting date
22 Sep 2023
SEC evidence
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4

4 filing

Filing date
16 Jun 2023
Reporting date
16 Jun 2023
SEC evidence
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4

4 filing

Filing date
17 May 2023
Reporting date
17 May 2023
SEC evidence
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4

4 filing

Filing date
20 Mar 2023
Reporting date
20 Mar 2023
SEC evidence
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4

4 filing

Filing date
02 Mar 2023
Reporting date
02 Mar 2023
SEC evidence
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5

5 filing

Filing date
30 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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4

4 filing

Filing date
29 Dec 2022
Reporting date
29 Dec 2022
SEC evidence
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4

4 filing

Filing date
05 Aug 2022
Reporting date
04 Aug 2022
SEC evidence
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4

4 filing

Filing date
18 May 2022
Reporting date
18 May 2022
SEC evidence
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