Filer Snapshot

Carlos M. Gutierrez

CIK 0001185943. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

8

Latest filing

04 Jan 2024

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 OXY. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

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

Browse 13D/G

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Source: SEC Forms 3/4/5

4 filed on 04 Jan 2024 for CIK 0001185943.

View Source Filing
SEC ownership signals 1 fact
Ownership evidence
  • Filing families stay separate so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions are not blended into one misleading total.
  • Use the linked research paths below to verify each signal against its original SEC filing.

Owner filing value

$9.08M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Portfolio positions

Top parsed positions across ownership filing types.

OXY MET EXC
Identity 1 fact
Address
5 Greenway Plaza, Ste 110, Houston, TX, 77046

Filer intelligence

What SEC filings say about Carlos M. Gutierrez

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 OXY worth $5.37M.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 3 rows

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

Open

Forms 3/4/5 insider context

OXY

04 May 2026

$5.37M

MET

01 Apr 2026

$3.52M

EXC

31 Mar 2023

$191.7K

Latest update

What changed recently for Carlos M. Gutierrez

Ownership report updated

Latest ownership report period: 04 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 May 2026

Page type

Ownership filings

Latest period

04 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 06 May 2026.

SEC filing record

CIK 0001185943 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
8
First seen
12 May 2021
Latest filing
04 Jan 2024
Entity
Individual

Latest Filings

Showing the latest 8 of 8 SEC filings for Carlos M. Gutierrez.

4

4 filing

Filing date
04 Jan 2024
Reporting date
02 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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
10 May 2023
Reporting date
08 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
31 May 2022
Reporting date
26 May 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
11 May 2022
Reporting date
09 May 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
27 Jan 2022
Reporting date
26 Jan 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
20 May 2021
Reporting date
19 May 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
12 May 2021
Reporting date
10 May 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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