Entity type
Individual
Filer Snapshot
Shawn R. Phillips
CIK 0001427418. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
71
Latest filing
25 Feb 2025
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 CSV. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
CSV
21 Feb 2025 ยท $4.64M
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Source: SEC Forms 3/4/5
View source filing
4 filed on 25 Feb 2025 for CIK 0001427418.
- Parsed SEC ownership signals
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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$4.64MReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$4.64MEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Source: Forms 3/4/5Confidence: Estimated when price data is availableLargest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
CSVHow 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.
- Business address
- 3040 Post Oak Blvd, Suite 300, Houston, TX, 77056
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Shawn R. 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.
Quick read
- Forms 3/4/5 show insider context for CSV worth $4.64M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
CSV
21 Feb 2025
Latest update
What changed recently for Shawn R. Phillips
Latest ownership report period: 21 Feb 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
25 Feb 2025
Page type
Ownership filings
Latest period
21 Feb 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 25 Feb 2025.
SEC filing record
CIK 0001427418 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
71
First seen
19 Feb 2008
Latest filing
25 Feb 2025
Entity
Individual
Observed form types
4
144
3
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 67 SEC filings for Shawn R. Phillips.
4
File 001-11961
FORM 4
- Filing date
- 25 Feb 2025
- Reporting date
- 21 Feb 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-11961
FORM 4
- Filing date
- 21 Feb 2025
- Reporting date
- 19 Feb 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-11961
FORM 4
- Filing date
- 27 Nov 2024
- Reporting date
- 25 Nov 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-11961
FORM 4
- Filing date
- 25 Nov 2024
- Reporting date
- 21 Nov 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 21 Nov 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-11961
FORM 4
- Filing date
- 13 Aug 2024
- Reporting date
- 09 Aug 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 13 Aug 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 12 Aug 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 09 Aug 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-11961
FORM 4
- Filing date
- 10 May 2024
- Reporting date
- 08 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 09 May 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
144
144 filing
- Filing date
- 08 May 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing