Filer Snapshot

Barrett Evans

CIK 0001277242. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

16

Latest filing

24 Oct 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 PTIX. 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.

Browse 13D/G

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Source: SEC Forms 3/4/5

3 filed on 24 Oct 2025 for CIK 0001277242.

View source filing
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$67.2K

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

Forms 3/4/5 position value

3/4/5
$67.2K

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.

PTIX
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.

Filer intelligence

What SEC filings say about Barrett Evans

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 PTIX worth $67.2K.

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 3 rows

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

Open

Forms 3/4/5 insider context

PTIX

15 May 2025 · ex CEO · 10% owner

$67.2K

ALDS

13 Jun 2025 · CFO · 10% owner

BLMS

09 Jul 2021 · Pres, Chief Strategy Officer · 10% owner

Latest update

What changed recently for Barrett Evans

Ownership report updated

Latest ownership report period: 13 Jun 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Oct 2025

Page type

Ownership filings

Latest period

13 Jun 2025

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

SEC filing record

CIK 0001277242 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
16
First seen
27 Jan 2004
Latest filing
24 Oct 2025
Entity
Individual

Observed form types

3 SC 13D SC 13D/A 4 4/A

Latest Filings

Showing the latest 3 of 3 SEC filings for Barrett Evans.

3 File 001-12555

PRIMARY DOCUMENT

Filing date
24 Oct 2025
Reporting date
15 May 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 000-56144

PRIMARY DOCUMENT

Filing date
24 Oct 2025
Reporting date
13 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 000-50026

FORM 3

Filing date
11 Aug 2021
Reporting date
09 Jul 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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