A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

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New filings appear as the SEC updates EDGAR, and older records can vary by availability.

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Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

James Neary

CIK 0001323057. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

Latest Filing

27 May 2026

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 SHC. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

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Largest parsed holding

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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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Insider / owner context

SHC

22 May 2026 · $2.26M

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Source: SEC Forms 3/4/5

4 filed on 27 May 2026 for CIK 0001323057.

View Source Filing

Business address: C/O Warburg Pincus Llc, 450 Lexington Avenue, New York, NY, 10017
Filing-backed coverage: Insider holdings value
$3.34M
Parsed Forms 3/4/5 holdings where value can be estimated.
Top ownership positions: SHC WEX

Filer intelligence

What SEC filings say about James Neary

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 SHC worth $2.26M.

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 3 rows

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

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Forms 3/4/5 insider context

SHC

22 May 2026

$2.26M

Issuer page Owner page

WEX

15 May 2025

$1.09M

Issuer page Owner page

Warburg Pincus Access Fund, L.P.

28 Oct 2025

Issuer page Owner page

Latest update

What changed recently for James Neary

Ownership report updated

Latest ownership report period: 22 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 May 2026

Page type

Ownership filings

Latest period

22 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 27 May 2026.

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SEC filing record

CIK 0001323057 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

First seen

06 Nov 2007

Latest filing

27 May 2026

Entity

Individual

Observed form types

4 3 4/A

Primary evidence

Open SEC filing index James Neary SEC filings James Neary owner filings

Latest Filings

Showing the latest 12 of 62 SEC filings for James Neary.

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4 File 001-39729

4

Filing date: 27 May 2026
Reporting date: 22 May 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 000-56778

3

Filing date: 28 Oct 2025
Reporting date: 28 Oct 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39729

4

Filing date: 27 May 2025
Reporting date: 22 May 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32426

FORM 4

Filing date: 19 May 2025
Reporting date: 15 May 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32426

FORM 4

Filing date: 13 May 2025
Reporting date: 09 May 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39729

4

Filing date: 29 May 2024
Reporting date: 24 May 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32426

FORM 4

Filing date: 13 May 2024
Reporting date: 09 May 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39729

FORM 4 SUBMISSION

Filing date: 31 May 2023
Reporting date: 26 May 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32426

FORM 4

Filing date: 15 May 2023
Reporting date: 11 May 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32426

FORM 4

Filing date: 06 Jun 2022
Reporting date: 04 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39729

FORM 4

Filing date: 31 May 2022
Reporting date: 27 May 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32426

FORM 4

Filing date: 16 May 2022
Reporting date: 12 May 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

James Neary

Start with the SEC data that changes for this CIK

What SEC filings say about James Neary

Quick read

SEC source mix

Forms 3/4/5 insider context

What changed recently for James Neary

CIK 0001323057 filing coverage

Latest Filings

4

3

4

FORM 4

FORM 4

4

FORM 4

FORM 4 SUBMISSION

FORM 4

FORM 4

FORM 4

FORM 4

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