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

Kasey Phillips

CIK 0001342195. 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

19 Sep 2024

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 CMU. 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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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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Insider / owner context

CMU

01 Apr 2024

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Source: SEC Forms 3/4/5

3 filed on 19 Sep 2024 for CIK 0001342195.

View source filing

Business address: Evergreen Investments, 200 Berkeley Street, 21 St Floor, Ma2110, Boston, MA, 02116

Filer intelligence

What SEC filings say about Kasey Phillips

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 CMU.

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 5 rows

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

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Forms 3/4/5 insider context

CMU

01 Apr 2024

Issuer page Owner page

CXH

01 Apr 2024

Issuer page Owner page

CIF

01 Apr 2024

Issuer page Owner page

CXE

01 Apr 2024

Issuer page Owner page

Latest update

What changed recently for Kasey Phillips

Ownership report updated

Latest ownership report period: 01 Apr 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

19 Sep 2024

Page type

Ownership filings

Latest period

01 Apr 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 19 Sep 2024.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0001342195 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

26 Oct 2005

Latest filing

19 Sep 2024

Entity

Individual

Observed form types

3 5

CIK-linked evidence first

Kasey Phillips SEC filings Kasey Phillips owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 13 SEC filings for Kasey Phillips.

Open full filing history

3 File 811-04992

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-05785

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-05567

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-05754

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-05440

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-05078

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-04975

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-04841

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 811-05822

PRIMARY DOCUMENT

Filing date: 19 Sep 2024
Reporting date: 01 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 811-21269

PRIMARY DOCUMENT

Filing date: 06 Jun 2013
Reporting date: 30 Apr 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 811-21331

PRIMARY DOCUMENT

Filing date: 15 Nov 2012
Reporting date: 31 Oct 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 811-22005

PRIMARY DOCUMENT

Filing date: 15 Nov 2012
Reporting date: 31 Oct 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

Kasey Phillips

Start with the SEC data that changes for this CIK

What SEC filings say about Kasey Phillips

Quick read

SEC source mix

Forms 3/4/5 insider context

What changed recently for Kasey Phillips

CIK 0001342195 filing coverage

Latest Filings

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