Filer Snapshot

Daniel M. Friedberg

CIK 0001448795. 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

18 Aug 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 APEI. 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.

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13D/G large stake

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

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Source: SEC Forms 3/4/5

4 filed on 18 Aug 2023 for CIK 0001448795.

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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$88.3M

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

Forms 3/4/5 position value

3/4/5
$88.3M

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.

APEI MSAI QRHC TACT TYGO
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
C/O Sagard Capital, 325 Greenwich Avenue, Greenwich, CT, 06830

Filer intelligence

What SEC filings say about Daniel M. Friedberg

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 APEI worth $68.77M.

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 5 rows

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

Open

Forms 3/4/5 insider context

APEI

22 May 2026

$68.77M

MSAI

31 Mar 2026 · 10% owner

$15.91M

QRHC

31 May 2026 · 10% owner

$3.56M

TACT

04 May 2026 · 10% owner

$58.6K

Latest update

What changed recently for Daniel M. Friedberg

Ownership report updated

Latest ownership report period: 31 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Jun 2026

Page type

Ownership filings

Latest period

31 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Jun 2026.

SEC filing record

CIK 0001448795 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 Aug 2021
Latest filing
18 Aug 2023
Entity
Individual

Latest Filings

Showing the latest 5 of 5 SEC filings for Daniel M. Friedberg.

4

4 filing

Filing date
18 Aug 2023
Reporting date
16 Aug 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
3

3 filing

Filing date
15 Jun 2023
Reporting date
05 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
25 May 2023
Reporting date
23 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
11 Aug 2021
Reporting date
10 Aug 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
3

3 filing

Filing date
05 Aug 2021
Reporting date
05 Aug 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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