Filer Snapshot

Michael J. Berendt

CIK 0001186877. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

40

Latest filing

16 Aug 2021

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

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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

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Source: SEC Forms 3/4/5

4 filed on 16 Aug 2021 for CIK 0001186877.

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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$4.42M

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

Forms 3/4/5 position value

3/4/5
$4.42M

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.

WAT
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 Michael J. Berendt

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

  • Forms 3/4/5 show insider context for WAT worth $4.42M.

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 No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

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

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Forms 3/4/5 insider context

WAT

13 Aug 2021

$4.42M
Issuer page Owner page

Latest update

What changed recently for Michael J. Berendt

Ownership report updated

Latest ownership report period: 13 Aug 2021. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Aug 2021

Page type

Ownership filings

Latest period

13 Aug 2021

Ownership context was refreshed from SEC Forms 3/4/5 filed on 16 Aug 2021.

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SEC filing record

CIK 0001186877 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
40
First seen
06 Jan 2003
Latest filing
16 Aug 2021
Entity
Individual

Observed form types

4 4/A

CIK-linked evidence first

Michael J. Berendt SEC filings Michael J. Berendt owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 31 SEC filings for Michael J. Berendt.

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4 File 001-14010

PRIMARY DOCUMENT

Filing date
16 Aug 2021
Reporting date
13 Aug 2021
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
13 Aug 2021
Reporting date
12 Aug 2021
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
25 May 2021
Reporting date
24 May 2021
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
06 Jan 2021
Reporting date
04 Jan 2021
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
10 Nov 2020
Reporting date
09 Nov 2020
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
03 Jan 2020
Reporting date
02 Jan 2020
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
26 Feb 2019
Reporting date
25 Feb 2019
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
04 Jan 2019
Reporting date
02 Jan 2019
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
03 Jan 2018
Reporting date
02 Jan 2018
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
11 May 2017
Reporting date
10 May 2017
SEC evidence
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4 File 001-14010

PRIMARY DOCUMENT

Filing date
05 Jan 2017
Reporting date
03 Jan 2017
SEC evidence
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Next action
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4/A File 001-14010

PRIMARY DOCUMENT

Filing date
05 Jan 2017
Reporting date
04 Jan 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
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