Filer Snapshot

Mark P. Lappe

CIK 0001366074. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

7

Latest filing

26 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 INBX. 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

INBX

12 Sep 2024 · 6.4% ownership

Open 13D/G

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 26 Feb 2025 for CIK 0001366074.

View source filing
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$15.85M

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

Forms 3/4/5 position value

3/4/5
$15.85M

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.

INBX

Largest active 13D stakes

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

INBX
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
11622 El Camino Real, Suite 100, San Diego, CA, 92130

Filer intelligence

What SEC filings say about Mark P. Lappe

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

  • 1 recent 13D/G stake row found; top row is INBX at 6.4% ownership.
  • Forms 3/4/5 show insider context for INBX worth $15.85M.

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 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 2 rows

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

Open

13D/G large-stake context

INBX

12 Sep 2024 · Common Stock, par value $0.0001 per share

6.4%

Forms 3/4/5 insider context

INBX

12 Sep 2024 · Chief Executive Officer

$15.85M

INBX

30 May 2024 · Chief Executive Officer

$0

Latest update

What changed recently for Mark P. Lappe

New filing available

Latest Schedule 13D/G period: 12 Sep 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

26 Feb 2025

Page type

Filer profile

Latest period

12 Sep 2024

Schedule 13D/G context is visible from filings filed on 26 Feb 2025.

SEC filing record

CIK 0001366074 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
7
First seen
18 Oct 2022
Latest filing
26 Feb 2025
Entity
Individual

Observed form types

4 SCHEDULE 13D/A

Latest Filings

Showing the latest 7 of 7 SEC filings for Mark P. Lappe.

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
26 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
01 Mar 2023
Reporting date
28 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
24 Jan 2023
Reporting date
23 Jan 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
03 Jan 2023
Reporting date
03 Jan 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
20 Dec 2022
Reporting date
19 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
18 Nov 2022
Reporting date
17 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
18 Oct 2022
Reporting date
17 Oct 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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