Filer Snapshot

Michael J. Gerdin

CIK 0001212393. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

18

Latest filing

07 May 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for HTLD. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

HTLD

05 May 2025 · 41% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 07 May 2025 for CIK 0001212393.

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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$238.04M

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

Forms 3/4/5 position value

3/4/5
$238.04M

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.

HTLD WTBA

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

HTLD
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
901 Heartland Way, North Liberty, IA, 52317

Filer intelligence

What SEC filings say about Michael J. Gerdin

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

  • 1 recent 13D/G stake row found; top row is HTLD at 41% ownership.
  • Forms 3/4/5 show insider context for HTLD worth $237.58M.

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 1 rows

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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13D/G large-stake context

HTLD

05 May 2025 · Common Stock, par value $0.01 per share

41%
Issuer page 13D/G history

Forms 3/4/5 insider context

HTLD

19 May 2026 · Chief Executive Officer · 10% owner

$237.58M
Issuer page Owner page

WTBA

28 Apr 2022

$462.5K
Issuer page Owner page

Latest update

What changed recently for Michael J. Gerdin

Ownership report updated

Latest ownership report period: 19 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 May 2026

Page type

Ownership filings

Latest period

19 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 21 May 2026.

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SEC filing record

CIK 0001212393 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
18
First seen
11 Feb 2022
Latest filing
07 May 2025
Entity
Individual

Observed form types

4 5 SCHEDULE 13D/A

CIK-linked evidence first

Michael J. Gerdin SEC filings Michael J. Gerdin 13D/G history Michael J. Gerdin owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 18 SEC filings for Michael J. Gerdin.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
07 May 2025
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
13 Dec 2023
Reporting date
11 Dec 2023
SEC evidence
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4

4 filing

Filing date
05 Dec 2023
Reporting date
01 Dec 2023
SEC evidence
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4

4 filing

Filing date
22 Nov 2023
Reporting date
20 Nov 2023
SEC evidence
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4

4 filing

Filing date
07 Sep 2023
Reporting date
05 Sep 2023
SEC evidence
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4

4 filing

Filing date
29 Aug 2023
Reporting date
25 Aug 2023
SEC evidence
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4

4 filing

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

4 filing

Filing date
14 Aug 2023
Reporting date
10 Aug 2023
SEC evidence
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4

4 filing

Filing date
10 Aug 2023
Reporting date
08 Aug 2023
SEC evidence
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4

4 filing

Filing date
25 Jul 2023
Reporting date
24 Jul 2023
SEC evidence
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4

4 filing

Filing date
18 May 2023
Reporting date
16 May 2023
SEC evidence
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4

4 filing

Filing date
10 May 2023
Reporting date
08 May 2023
SEC evidence
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