Filer Snapshot

David R. Schmaier

CIK 0001238464. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

27

Latest filing

24 Apr 2025

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 CRM. 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 Apr 2025 for CIK 0001238464.

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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$14.27M

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

Forms 3/4/5 position value

3/4/5
$14.27M

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.

CRM
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
415 Mission Street, 3 Rd Floor, San Francisco, CA, 94105

Filer intelligence

What SEC filings say about David R. Schmaier

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 CRM worth $14.27M.

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 1 rows

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

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Forms 3/4/5 insider context

CRM

22 Apr 2025 · Chief Product & Impact Officer

$14.27M
Issuer page Owner page

Latest update

What changed recently for David R. Schmaier

Ownership report updated

Latest ownership report period: 22 Apr 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Apr 2025

Page type

Ownership filings

Latest period

22 Apr 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 24 Apr 2025.

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SEC filing record

CIK 0001238464 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
27
First seen
04 Nov 2003
Latest filing
24 Apr 2025
Entity
Individual

Observed form types

4 144 3

CIK-linked evidence first

David R. Schmaier SEC filings David R. Schmaier owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 21 SEC filings for David R. Schmaier.

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4 File 001-32224

PRIMARY DOCUMENT

Filing date
24 Apr 2025
Reporting date
22 Apr 2025
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
17 Apr 2025
Reporting date
16 Apr 2025
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
10 Apr 2025
Reporting date
09 Apr 2025
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
27 Mar 2025
Reporting date
26 Mar 2025
SEC evidence
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144

144 filing

Filing date
26 Mar 2025
Reporting date
Not listed
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
25 Mar 2025
Reporting date
22 Mar 2025
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
17 Mar 2025
Reporting date
14 Mar 2025
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
23 Jan 2025
Reporting date
22 Jan 2025
SEC evidence
Open document Open filing
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
27 Dec 2024
Reporting date
26 Dec 2024
SEC evidence
Open document Open filing
Next action
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144

144 filing

Filing date
26 Dec 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
23 Dec 2024
Reporting date
22 Dec 2024
SEC evidence
Open document Open filing
Next action
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
23 Oct 2024
Reporting date
22 Oct 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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