Entity type
Individual
Filer Snapshot
Alex Shumate
CIK 0001163230. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
5
Latest filing
04 Oct 2023
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 SJM. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
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
SJM
01 Oct 2024
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Source: SEC Forms 3/4/5
View source filing
4 filed on 04 Oct 2023 for CIK 0001163230.
- Business address
- 41 S High St, Ste 1300, Columbus, OH, 43215
Filer intelligence
What SEC filings say about Alex Shumate
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 SJM.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
SJM
01 Oct 2024
CONE
25 Mar 2022
Latest update
What changed recently for Alex Shumate
Latest ownership report period: 01 Oct 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
03 Oct 2024
Page type
Ownership filings
Latest period
01 Oct 2024
Ownership context was refreshed from SEC Forms 3/4/5 filed on 03 Oct 2024.
SEC filing record
CIK 0001163230 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
5
First seen
20 May 2021
Latest filing
04 Oct 2023
Entity
Individual
Observed form types
4
CIK-linked evidence first
Latest Filings
Showing the latest 5 of 5 SEC filings for Alex Shumate.
4
4 filing
- Filing date
- 04 Oct 2023
- Reporting date
- 02 Oct 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 04 Oct 2022
- Reporting date
- 03 Oct 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 25 Mar 2022
- Reporting date
- 25 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 05 Oct 2021
- Reporting date
- 01 Oct 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 20 May 2021
- Reporting date
- 18 May 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing