Filer Snapshot

Jonathan D. Root

CIK 0001225480. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

31

Latest filing

14 Jun 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 CARL. 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 14 Jun 2023 for CIK 0001225480.

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SEC ownership signals 1 fact
SEC ownership summary

Filing-value scale

Bars compare parsed values by filing family; they are not one combined total.

Forms 3/4/5 positions$28.23M

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 position value

$28.23M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Top parsed positions across ownership filing types.

CARL EFTR OMDA
How to read these values
  • Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 fact
Business address
1460 El Camino Real Ste 100, Menlo Park, CA, 94025

Filer intelligence

What SEC filings say about Jonathan D. Root

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 CARL worth $23.23M.

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 5 rows

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

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Forms 3/4/5 insider context

CARL

22 Jul 2025

$23.23M
Issuer page Owner page

EFTR

02 Dec 2021 · 10% owner

$2.74M
Issuer page Owner page

OMDA

05 Apr 2026

$2.26M
Issuer page Owner page

NARI

19 Feb 2025

$0
Issuer page Owner page

Latest update

What changed recently for Jonathan D. Root

Ownership report updated

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

Update date

07 Apr 2026

Page type

Ownership filings

Latest period

05 Apr 2026

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

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SEC filing record

CIK 0001225480 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
31
First seen
17 May 2021
Latest filing
14 Jun 2023
Entity
Individual

Observed form types

3 4 4/A

Primary evidence

Open SEC filing index Jonathan D. Root SEC filings Jonathan D. Root owner filings

Latest Filings

Showing the latest 12 of 31 SEC filings for Jonathan D. Root.

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4

4 filing

Filing date
14 Jun 2023
Reporting date
12 Jun 2023
SEC evidence
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4

4 filing

Filing date
30 May 2023
Reporting date
27 May 2023
SEC evidence
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4

4 filing

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

4 filing

Filing date
03 Aug 2022
Reporting date
01 Aug 2022
SEC evidence
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4

4 filing

Filing date
29 Jul 2022
Reporting date
28 Jul 2022
SEC evidence
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4

4 filing

Filing date
27 Jul 2022
Reporting date
25 Jul 2022
SEC evidence
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4

4 filing

Filing date
22 Jul 2022
Reporting date
20 Jul 2022
SEC evidence
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4

4 filing

Filing date
19 Jul 2022
Reporting date
15 Jul 2022
SEC evidence
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4

4 filing

Filing date
28 Jun 2022
Reporting date
24 Jun 2022
SEC evidence
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4

4 filing

Filing date
13 Jun 2022
Reporting date
10 Jun 2022
SEC evidence
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4

4 filing

Filing date
27 May 2022
Reporting date
26 May 2022
SEC evidence
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4

4 filing

Filing date
19 May 2022
Reporting date
17 May 2022
SEC evidence
Open document Open filing
Next action
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