Filer Snapshot

Paul A. Lacy

CIK 0001193635. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

9

Latest filing

16 Nov 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 PTC. 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 16 Nov 2023 for CIK 0001193635.

View Source Filing
SEC ownership signals 1 signal
SEC ownership summary

Value by filing family

These bars compare separate filing families; do not add them into one ownership total.

Forms 3/4/5 positions$9.96M

Reporting-owner positions when a value can be estimated.

Estimated reporting-owner value

$9.96M

Estimated from parsed Forms 3/4/5 when filings disclose enough data.

Largest SEC-reported positions

Largest issuer positions across supported ownership filing types.

PTC
How to read filing-family values
  • Keep filing families separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 reporting-owner positions are different evidence types.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 identity field
Business address
Kronos Incorp, 297 Billerica Rd, Chelmsford, MA, 01824

Filer intelligence

What SEC filings say about Paul A. Lacy

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 PTC worth $9.96M.

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 1 rows

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

Open

Forms 3/4/5 insider context

PTC

11 Feb 2026

$9.96M

Latest update

What changed recently for Paul A. Lacy

Ownership report updated

Latest ownership report period: 11 Feb 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Feb 2026

Page type

Ownership filings

Latest period

11 Feb 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 Feb 2026.

SEC filing record

CIK 0001193635 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
9
First seen
17 Dec 2021
Latest filing
16 Nov 2023
Entity
Individual

Observed form types

4 5 5/A

Latest Filings

Showing the latest 9 of 9 SEC filings for Paul A. Lacy.

4

4 filing

Filing date
16 Nov 2023
Reporting date
14 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
28 Jul 2023
Reporting date
27 Jul 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
13 Jul 2023
Reporting date
13 Jul 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
06 Jun 2023
Reporting date
06 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
5/A

5/A filing

Filing date
03 Mar 2023
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
17 Feb 2023
Reporting date
16 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

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

4 filing

Filing date
01 Feb 2022
Reporting date
31 Jan 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
5

5 filing

Filing date
17 Dec 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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