Filer Snapshot

Patrick Soon-Shiong

CIK 0001189020. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

17

Latest filing

26 Jun 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for IBRX. 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

IBRX

23 Feb 2026 · 66% ownership

Open 13D/G

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Source: SEC Forms 3/4/5

4 filed on 26 Jun 2023 for CIK 0001189020.

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.

Forms 3/4/5 positions$603.73M

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

Forms 3/4/5 position value

3/4/5
$603.73M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

IBRX NHIQ
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
450 Duley Road, El Segundo, CA, 90245

Filer intelligence

What SEC filings say about Patrick Soon-Shiong

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

  • 1 recent 13D/G stake row found; top row is IBRX at 66% ownership.
  • Forms 3/4/5 show insider context for IBRX worth $572.51M.

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 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 2 rows

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

Open

13D/G large-stake context

IBRX

23 Feb 2026 · Common Stock, par value $0.0001 per share

66%

Forms 3/4/5 insider context

IBRX

31 Mar 2026 · See remarks · 10% owner

$572.51M

NHIQ

28 Aug 2023 · Chief Executive Officer · 10% owner

$31.22M

Latest update

What changed recently for Patrick Soon-Shiong

Ownership report updated

Latest ownership report period: 31 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Apr 2026

Page type

Ownership filings

Latest period

31 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Apr 2026.

SEC filing record

CIK 0001189020 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
17
First seen
14 Jun 2021
Latest filing
26 Jun 2023
Entity
Individual

Latest Filings

Showing the latest 12 of 17 SEC filings for Patrick Soon-Shiong.

4

4 filing

Filing date
26 Jun 2023
Reporting date
22 Jun 2023
SEC evidence
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4

4 filing

Filing date
21 Jun 2023
Reporting date
16 Jun 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
15 Jun 2023
Reporting date
13 Jun 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
09 Jun 2023
Reporting date
07 Jun 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
05 Jun 2023
Reporting date
01 Jun 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
16 May 2023
Reporting date
12 May 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
17 Apr 2023
Reporting date
13 Apr 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
12 Apr 2023
Reporting date
10 Apr 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
10 Apr 2023
Reporting date
05 Apr 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
27 Mar 2023
Reporting date
23 Mar 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
14 Dec 2022
Reporting date
12 Dec 2022
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
08 Nov 2022
Reporting date
31 Aug 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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