Filer Snapshot

Daniel S. Loeb

CIK 0001300345. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

4

Latest filing

28 Feb 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for SPNT. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

SPNT

25 Feb 2025 · 9.5% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 28 Feb 2025 for CIK 0001300345.

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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$1.19B

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

Forms 3/4/5 position value

3/4/5
$1.19B

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.

S UPST SPNT FTCV

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

SPNT
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
Third Point Llc, 390 Park Avenue, New York, NY, 10022

Filer intelligence

What SEC filings say about Daniel S. Loeb

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

  • 1 recent 13D/G stake row found; top row is SPNT at 9.5% ownership.
  • Forms 3/4/5 show insider context for S worth $736.54M.

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 1 rows

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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13D/G large-stake context

SPNT

25 Feb 2025 · Common Shares, par value $0.10 per share

9.5%
Issuer page 13D/G history

Forms 3/4/5 insider context

S

16 Jun 2022 · 10% owner

$736.54M
Issuer page Owner page

UPST

03 Dec 2021 · 10% owner

$273.05M
Issuer page Owner page

SPNT

27 Feb 2025

$151.75M
Issuer page Owner page

FTCV

11 Nov 2021 · 10% owner

$26.34M
Issuer page Owner page

Latest update

What changed recently for Daniel S. Loeb

Ownership report updated

Latest ownership report period: 07 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

17 Apr 2026

Page type

Ownership filings

Latest period

07 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 17 Apr 2026.

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SEC filing record

CIK 0001300345 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
4
First seen
20 May 2022
Latest filing
28 Feb 2025
Entity
Individual

Observed form types

3 4 SCHEDULE 13D/A

CIK-linked evidence first

Daniel S. Loeb SEC filings Daniel S. Loeb 13D/G history Daniel S. Loeb owner filings Open SEC filing index

Latest Filings

Showing the latest 4 of 4 SEC filings for Daniel S. Loeb.

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
28 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
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4

4 filing

Filing date
30 May 2023
Reporting date
25 May 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
24 May 2023
Reporting date
22 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
3

3 filing

Filing date
20 May 2022
Reporting date
20 May 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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