Filer Snapshot

Charles D. Hyman

CIK 0001135077. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

45

Latest filing

25 Jul 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Largest parsed holding

BRKB

$132.77M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 25 Jul 2024 for CIK 0001135077.

View source filing
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.

13F portfolio$1.79B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$1.79B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
BRKB MSFT AAPL COST FRPH
+15 moreCAT VMC ORCL MA JNJ MDY MCD JPM AMZN HD SO DE PEP PG EMR

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

BRKB MSFT AAPL COST FRPH CAT VMC ORCL
+12 moreMA JNJ MDY MCD JPM AMZN HD SO DE PEP PG EMR
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
224 Ponte Vedra Park Drive, Suite 200, Ponte Vedra Beach, FL, 32082
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
FL
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Charles D. Hyman

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

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.79B across 242 reported holdings for Q2 2024.
  • Largest parsed 13F holding: BRKB at $132.77M.
  • Forms 3/4/5 show insider context for PATI.

SEC source mix

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

XML parsed
13F portfolio 242 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

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

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2024 - 25 Jul 2024

Top 5 concentration

27%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$474.47M

Compared with $1.79B total 13F value.

Top 5 net change

+$26.98M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: FRPH ยท Largest trim: INTC

BRKB MSFT AAPL COST FRPH Other holdings

BRKB

7.4%

Berkshire Hathaway Inc Del

$132.77M

MSFT

6.9%

Microsoft Corp

$123.05M

AAPL

5.7%

Apple Inc

$101.36M

COST

3.5%

Costco Whsl Corp New

$62.04M

FRPH

3.1%

Frp Hldgs Inc

$55.25M

Forms 3/4/5 insider context

PATI

21 Dec 2023

Issuer page Owner page

Latest update

What changed recently for Charles D. Hyman

New filing available

Latest 13F period: Q2 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

25 Jul 2024

Page type

Filer profile

Latest period

Q2 2024

Institutional portfolio context was refreshed from a 13F filing filed on 25 Jul 2024.

Open filer profile Browse recent public updates

SEC filing record

CIK 0001135077 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
45
First seen
06 Feb 2014
Latest filing
25 Jul 2024
Entity
Individual

Observed form types

13F-HR 4

CIK-linked evidence first

Charles D. Hyman SEC filings Charles D. Hyman 13F portfolio Charles D. Hyman owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 45 SEC filings for Charles D. Hyman.

Open full filing history
13F-HR

13F-HR filing

Filing date
25 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
01 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
06 Feb 2023
Reporting date
02 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .