Filer Snapshot

Julie M. Wilson

CIK 0001257388. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

5

Latest filing

17 May 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 CLVT. 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.

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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 17 May 2023 for CIK 0001257388.

View Source Filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Ownership signals

Filing-family value snapshot

Compare filing families separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Forms 3/4/5 positions$2.28M

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 owner-position value

$2.28M

Estimated only when reporting-owner filings include enough share and price data.

Largest linked issuer positions

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 data.

CLVT
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths to verify the exact SEC filing behind a value.
Identity Who this page is about. 1 identity field
Business address
789 E. Eisenhower Parkway, Ann Arbor, MI, 48108

Filer intelligence

What SEC filings say about Julie M. Wilson

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 CLVT worth $2.28M.

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 1 rows

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

Open

Forms 3/4/5 insider context

CLVT

15 May 2024 · EVP, Chief People Officer

$2.28M

Latest update

What changed recently for Julie M. Wilson

Ownership report updated

Latest ownership report period: 15 May 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

17 May 2024

Page type

Ownership filings

Latest period

15 May 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 17 May 2024.

SEC filing record

CIK 0001257388 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
5
First seen
17 May 2021
Latest filing
17 May 2023
Entity
Individual

Observed form types

4

Latest Filings

Showing the latest 5 of 5 SEC filings for Julie M. Wilson.

4

4 filing

Filing date
17 May 2023
Reporting date
15 May 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 May 2022
Reporting date
15 May 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
4

4 filing

Filing date
17 May 2021
Reporting date
15 May 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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