Filer Snapshot

James A. Merrill

CIK 0001426052. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

16

Latest filing

05 Jan 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 FLOC. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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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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Source: SEC Forms 3/4/5

4 filed on 05 Jan 2026 for CIK 0001426052.

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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$387.8K

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

Forms 3/4/5 position value

3/4/5
$387.8K

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

FLOC
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
9400 North Broadway Suite 600, Oklahoma City, OK, 73114

Filer intelligence

What SEC filings say about James A. Merrill

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 FLOC worth $387.8K.

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 1 rows

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

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Forms 3/4/5 insider context

FLOC

01 Jan 2026 · Controller

$387.8K
Issuer page Owner page

Latest update

What changed recently for James A. Merrill

Ownership report updated

Latest ownership report period: 01 Jan 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Jan 2026

Page type

Ownership filings

Latest period

01 Jan 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 05 Jan 2026.

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SEC filing record

CIK 0001426052 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
16
First seen
05 Feb 2008
Latest filing
05 Jan 2026
Entity
Individual

Observed form types

4 3

CIK-linked evidence first

James A. Merrill SEC filings James A. Merrill owner filings Open SEC filing index

Latest Filings

Showing the latest 11 of 11 SEC filings for James A. Merrill.

4 File 001-42477

4

Filing date
05 Jan 2026
Reporting date
01 Jan 2026
SEC evidence
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4 File 001-42477

4 filing

Filing date
22 Jan 2025
Reporting date
17 Jan 2025
SEC evidence
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3 File 001-42477

3 filing

Filing date
15 Jan 2025
Reporting date
15 Jan 2025
SEC evidence
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4 File 001-32977

FORM 4

Filing date
08 Oct 2013
Reporting date
04 Oct 2013
SEC evidence
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4 File 001-32977

FORM 4

Filing date
23 Sep 2013
Reporting date
03 Jun 2013
SEC evidence
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4 File 001-32977

FORM 4

Filing date
07 Dec 2011
Reporting date
05 Dec 2011
SEC evidence
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4 File 001-32977

FORM 4

Filing date
02 Aug 2011
Reporting date
02 Aug 2011
SEC evidence
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4 File 001-32977

FORM 4

Filing date
08 Mar 2011
Reporting date
07 Mar 2011
SEC evidence
Open document Open filing
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4 File 001-32977

PRIMARY DOCUMENT

Filing date
06 Jul 2010
Reporting date
01 Jul 2010
SEC evidence
Open document Open filing
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4 File 001-32977

PRIMARY DOCUMENT

Filing date
03 Jun 2010
Reporting date
01 Jun 2010
SEC evidence
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4 File 001-32977

PRIMARY DOCUMENT

Filing date
18 May 2010
Reporting date
17 May 2010
SEC evidence
Open document Open filing
Next action
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