Filer Snapshot

Daniel H. Schulman

CIK 0001215315. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

23

Latest filing

30 Jan 2026

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 PYPL. 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.

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Source: SEC Forms 3/4/5

4 filed on 30 Jan 2026 for CIK 0001215315.

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$38.44M

Reporting-owner positions when a value can be estimated.

Estimated reporting-owner value

$38.44M

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

Largest SEC-reported positions

Largest issuer positions across supported ownership filing types.

PYPL VZ CSCO LAZ
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
Verizon Communications Inc., 1095 Avenue Of The Americas, New York, NY, 10036

Filer intelligence

What SEC filings say about Daniel H. Schulman

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 PYPL worth $35.3M.

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 4 rows

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

Open

Forms 3/4/5 insider context

PYPL

11 Dec 2023

$35.3M

VZ

21 May 2026 · CEO

$1.84M

CSCO

16 Dec 2025

$1.06M

LAZ

02 Jun 2025

$237K

Latest update

What changed recently for Daniel H. Schulman

Ownership report updated

Latest ownership report period: 21 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

26 May 2026

Page type

Ownership filings

Latest period

21 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 26 May 2026.

SEC filing record

CIK 0001215315 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
23
First seen
19 May 2021
Latest filing
30 Jan 2026
Entity
Individual

Latest Filings

Showing the latest 12 of 23 SEC filings for Daniel H. Schulman.

4

4 filing

Filing date
30 Jan 2026
Reporting date
29 Jan 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
07 Nov 2025
Reporting date
06 Nov 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
08 Dec 2023
Reporting date
06 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
12 Oct 2023
Reporting date
10 Oct 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
3

3 filing

Filing date
12 Oct 2023
Reporting date
10 Oct 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 Jun 2023
Reporting date
01 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
03 Apr 2023
Reporting date
01 Apr 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

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

4 filing

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

4 filing

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

4 filing

Filing date
04 Apr 2022
Reporting date
01 Apr 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
03 Mar 2022
Reporting date
01 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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