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

Why are some filings missing?

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

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

Robert L. Katz

CIK 0001387564. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

102

Latest Filing

02 Feb 2023

Industry

n/a

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Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.

Open reporting owner context

Source: SEC Forms 3/4/5

4 filed on 02 Feb 2023 for CIK 0001387564.

View Source Filing

Business address: 26555 Northwestern Highway, Southfield, MI, 48033
Top holdings (ownership): JBL

Filer intelligence

What SEC filings say about Robert L. Katz

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 JBL worth $12.39M.

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 No rows yet

Beneficial ownership and large-stake disclosures.

Open

Forms 3/4/5 1 rows

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

Open

Forms 3/4/5 insider context

JBL

31 Jan 2023 · EVP, CLO & Asst Corp Secretary

$12.39M

Issuer page Owner page

Latest update

What changed recently for Robert L. Katz

Ownership report updated

Latest ownership report period: 31 Jan 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Feb 2023

Page type

Ownership filings

Latest period

31 Jan 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Feb 2023.

Open ownership filings Browse recent public updates

Filer Overview

Robert L. Katz has filed 102 SEC EDGAR filings since 24 Jan 2007. Common forms include 4, 5, 3, 144.

Robert L. Katz SEC filings Robert L. Katz owner filings

Latest Filings

Recent SEC filings for Robert L. Katz with direct links to document and filing folders.

4 File 001-14063

4 filing

Filing date: 02 Feb 2023
Reporting date: 31 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 30 Jan 2023
Reporting date: 26 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 26 Jan 2023
Reporting date: 24 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 24 Jan 2023
Reporting date: 21 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 11 Jan 2023
Reporting date: 09 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 09 Nov 2022
Reporting date: 07 Nov 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 27 Oct 2022
Reporting date: 25 Oct 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 24 Oct 2022
Reporting date: 20 Oct 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 18 Oct 2022
Reporting date: 15 Oct 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-14063

5 filing

Filing date: 11 Oct 2022
Reporting date: 31 Aug 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 02 Aug 2022
Reporting date: 29 Jul 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 22 Jul 2022
Reporting date: 20 Jul 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 08 Nov 2021
Reporting date: 07 Nov 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 28 Oct 2021
Reporting date: 26 Oct 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 25 Oct 2021
Reporting date: 21 Oct 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 19 Oct 2021
Reporting date: 15 Oct 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-14063

5 filing

Filing date: 12 Oct 2021
Reporting date: 31 Aug 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 08 Jun 2021
Reporting date: 07 Jun 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 10 May 2021
Reporting date: 07 May 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 25 Jan 2021
Reporting date: 21 Jan 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 13 Nov 2020
Reporting date: 11 Nov 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 10 Nov 2020
Reporting date: 07 Nov 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 23 Oct 2020
Reporting date: 21 Oct 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 20 Oct 2020
Reporting date: 18 Oct 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 19 Oct 2020
Reporting date: 15 Oct 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-14063

5 filing

Filing date: 04 Sep 2020
Reporting date: 31 Aug 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 12 Nov 2019
Reporting date: 07 Nov 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 25 Oct 2019
Reporting date: 23 Oct 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 22 Oct 2019
Reporting date: 18 Oct 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 23 Apr 2019
Reporting date: 21 Apr 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 22 Oct 2018
Reporting date: 18 Oct 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 24 Apr 2018
Reporting date: 21 Apr 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 21 Nov 2017
Reporting date: 20 Nov 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 23 Oct 2017
Reporting date: 19 Oct 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 25 Apr 2017
Reporting date: 21 Apr 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 24 Oct 2016
Reporting date: 20 Oct 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-14063

4 filing

Filing date: 21 Oct 2016
Reporting date: 19 Oct 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-14063

3 filing

Filing date: 07 Sep 2016
Reporting date: 01 Sep 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

FORM 4

Filing date: 03 Mar 2015
Reporting date: 27 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

FORM 4

Filing date: 27 Feb 2015
Reporting date: 25 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

144

Filing date: 27 Feb 2015
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

FORM 4

Filing date: 26 Feb 2015
Reporting date: 24 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

FORM 4

Filing date: 25 Feb 2015
Reporting date: 23 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

FORM 4

Filing date: 24 Feb 2015
Reporting date: 22 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

FORM 4

Filing date: 05 Feb 2015
Reporting date: 03 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Mar 2014
Reporting date: 03 Mar 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 04 Mar 2014
Reporting date: 28 Feb 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

144

FORM 144

Filing date: 28 Feb 2014
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 27 Feb 2014
Reporting date: 25 Feb 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 26 Feb 2014
Reporting date: 24 Feb 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 25 Feb 2014
Reporting date: 22 Feb 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

144

FORM 144

Filing date: 24 Feb 2014
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 19 Feb 2014
Reporting date: 14 Feb 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 Jan 2014
Reporting date: 31 Dec 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 09 Dec 2013
Reporting date: 05 Dec 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 07 Nov 2013
Reporting date: 05 Nov 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 03 Oct 2013
Reporting date: 01 Oct 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 Oct 2013
Reporting date: 30 Sep 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Sep 2013
Reporting date: 04 Sep 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 07 Aug 2013
Reporting date: 06 Aug 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 23 Jul 2013
Reporting date: 22 Jul 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

144

FORM 144

Filing date: 22 Jul 2013
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 03 Jul 2013
Reporting date: 02 Jul 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 Jul 2013
Reporting date: 28 Jun 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Jun 2013
Reporting date: 04 Jun 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 May 2013
Reporting date: 30 Apr 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 04 Apr 2013
Reporting date: 02 Apr 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 Apr 2013
Reporting date: 01 Apr 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 01 Apr 2013
Reporting date: 28 Mar 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 19 Mar 2013
Reporting date: 18 Mar 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 27 Feb 2013
Reporting date: 26 Feb 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 26 Feb 2013
Reporting date: 22 Feb 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 19 Feb 2013
Reporting date: 14 Feb 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 14 Feb 2013
Reporting date: 13 Feb 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Feb 2013
Reporting date: 05 Feb 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

144

FORM 144

Filing date: 05 Feb 2013
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 Jan 2013
Reporting date: 28 Dec 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 Oct 2012
Reporting date: 28 Sep 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 06 Sep 2012
Reporting date: 05 Sep 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 01 Aug 2012
Reporting date: 31 Jul 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Jul 2012
Reporting date: 03 Jul 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 03 Jul 2012
Reporting date: 29 Jun 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 07 Jun 2012
Reporting date: 05 Jun 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 27 Apr 2012
Reporting date: 24 Apr 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Apr 2012
Reporting date: 03 Apr 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 03 Apr 2012
Reporting date: 30 Mar 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 15 Mar 2012
Reporting date: 13 Mar 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 28 Feb 2012
Reporting date: 24 Feb 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 16 Feb 2012
Reporting date: 14 Feb 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Jan 2012
Reporting date: 04 Jan 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 03 Jan 2012
Reporting date: 29 Dec 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 08 Dec 2011
Reporting date: 30 Nov 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 02 Nov 2011
Reporting date: 01 Nov 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 05 Oct 2011
Reporting date: 04 Oct 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 04 Oct 2011
Reporting date: 30 Sep 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 30 Sep 2011
Reporting date: 08 Mar 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 06 May 2011
Reporting date: 04 May 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

PRIMARY DOCUMENT

Filing date: 16 Feb 2011
Reporting date: 14 Feb 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34400

FORM 4 SUBMISSION

Filing date: 02 Dec 2010
Reporting date: 01 Dec 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-34400

FORM 3 SUBMISSION

Filing date: 02 Nov 2010
Reporting date: 01 Nov 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34029

FORM 4

Filing date: 27 May 2010
Reporting date: 26 May 2010
SEC evidence: Open document Open filing
Next action: Verify source filing

About this filer

Robert L. Katz files with the SEC under CIK 0001387564. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.