Filer Snapshot

William Charles Bertrand

CIK 0001291937. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

12

Latest filing

16 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 ARDX. 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 16 Jun 2023 for CIK 0001291937.

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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$1.35M

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

Forms 3/4/5 position value

3/4/5
$1.35M

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.

ARDX ADAP
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
C/O Adaptimmune Therapeutics Plc, 60 Jubilee Ave, Milton Park, Abingdon, Oxfordshire, United Kingdom, OX14 4RX

Filer intelligence

What SEC filings say about William Charles Bertrand

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 ARDX worth $1.24M.

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 2 rows

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

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Forms 3/4/5 insider context

ARDX

18 Jun 2025

$1.24M
Issuer page Owner page

ADAP

28 Aug 2025 · Chief Operating Officer

$103K
Issuer page Owner page

Latest update

What changed recently for William Charles Bertrand

Ownership report updated

Latest ownership report period: 28 Aug 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 Aug 2025

Page type

Ownership filings

Latest period

28 Aug 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 29 Aug 2025.

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SEC filing record

CIK 0001291937 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
12
First seen
21 Jun 2021
Latest filing
16 Jun 2023
Entity
Individual

Observed form types

4

CIK-linked evidence first

William Charles Bertrand SEC filings William Charles Bertrand owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 12 SEC filings for William Charles Bertrand.

4

4 filing

Filing date
16 Jun 2023
Reporting date
15 Jun 2023
SEC evidence
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4

4 filing

Filing date
17 Jan 2023
Reporting date
17 Jan 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
17 Jan 2023
Reporting date
17 Jan 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
12 Jan 2023
Reporting date
11 Jan 2023
SEC evidence
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4

4 filing

Filing date
04 Jan 2023
Reporting date
04 Jan 2023
SEC evidence
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4

4 filing

Filing date
17 Jun 2022
Reporting date
15 Jun 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
18 Jan 2022
Reporting date
18 Jan 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
13 Jan 2022
Reporting date
11 Jan 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
13 Jan 2022
Reporting date
12 Jan 2022
SEC evidence
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4

4 filing

Filing date
05 Jan 2022
Reporting date
04 Jan 2022
SEC evidence
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4

4 filing

Filing date
02 Jul 2021
Reporting date
02 Jul 2021
SEC evidence
Open document Open filing
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4

4 filing

Filing date
21 Jun 2021
Reporting date
16 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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