Filer Snapshot

Joseph R. Martin

CIK 0001195846. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

12

Latest filing

24 Aug 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 AZTA. 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 24 Aug 2023 for CIK 0001195846.

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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$7.68M

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

Forms 3/4/5 position value

3/4/5
$7.68M

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.

AZTA ALGM
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 Joseph R. Martin

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 AZTA worth $4.94M.

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 2 rows

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

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Forms 3/4/5 insider context

AZTA

06 Jun 2023

$4.94M
Issuer page Owner page

ALGM

05 Aug 2026

$2.75M
Issuer page Owner page

Latest update

What changed recently for Joseph R. Martin

Ownership report updated

Latest ownership report period: 05 Aug 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 Aug 2026

Page type

Ownership filings

Latest period

05 Aug 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 07 Aug 2026.

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SEC filing record

CIK 0001195846 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
12
First seen
06 Aug 2021
Latest filing
24 Aug 2023
Entity
Individual

Observed form types

4

CIK-linked evidence first

Joseph R. Martin SEC filings Joseph R. Martin owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 12 SEC filings for Joseph R. Martin.

4

4 filing

Filing date
24 Aug 2023
Reporting date
23 Aug 2023
SEC evidence
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4

4 filing

Filing date
04 Aug 2023
Reporting date
03 Aug 2023
SEC evidence
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4

4 filing

Filing date
07 Jun 2023
Reporting date
06 Jun 2023
SEC evidence
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4

4 filing

Filing date
15 Feb 2023
Reporting date
13 Feb 2023
SEC evidence
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4

4 filing

Filing date
07 Nov 2022
Reporting date
04 Nov 2022
SEC evidence
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4

4 filing

Filing date
08 Aug 2022
Reporting date
04 Aug 2022
SEC evidence
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4

4 filing

Filing date
09 Jun 2022
Reporting date
11 Feb 2020
SEC evidence
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4

4 filing

Filing date
25 May 2022
Reporting date
23 May 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
10 Jan 2022
Reporting date
06 Jan 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
24 Nov 2021
Reporting date
23 Nov 2021
SEC evidence
Open document Open filing
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4

4 filing

Filing date
01 Nov 2021
Reporting date
29 Oct 2021
SEC evidence
Open document Open filing
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4

4 filing

Filing date
06 Aug 2021
Reporting date
05 Aug 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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