Filer Snapshot

Joel S. Goldberg

CIK 0001440132. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

5

Latest filing

21 Feb 2023

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 RVTY. 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

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

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Source: SEC Forms 3/4/5

4 filed on 21 Feb 2023 for CIK 0001440132.

View Source Filing
SEC ownership signals 1 fact
SEC ownership summary

Filing-value scale

Bars compare parsed values by filing family; they are not one combined total.

Forms 3/4/5 positions$11.29M

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 position value

$11.29M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Top parsed positions across ownership filing types.

RVTY
How to read these values
  • Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 fact
Business address
77 4 Th Avenue, Waltham, MA, 02451

Filer intelligence

What SEC filings say about Joel S. Goldberg

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 RVTY worth $11.29M.

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

RVTY

17 Feb 2026 · Please See Remarks

$11.29M

Latest update

What changed recently for Joel S. Goldberg

Ownership report updated

Latest ownership report period: 17 Feb 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

19 Feb 2026

Page type

Ownership filings

Latest period

17 Feb 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 19 Feb 2026.

SEC filing record

CIK 0001440132 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
5
First seen
05 Nov 2021
Latest filing
21 Feb 2023
Entity
Individual

Latest Filings

Showing the latest 5 of 5 SEC filings for Joel S. Goldberg.

4

4 filing

Filing date
21 Feb 2023
Reporting date
16 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

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

4 filing

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

4 filing

Filing date
08 Feb 2022
Reporting date
04 Feb 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
05 Nov 2021
Reporting date
22 Oct 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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