Filer Snapshot

Mark L. Heleen

CIK 0001451729. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

9

Latest filing

02 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 NAVI. 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 02 Aug 2023 for CIK 0001451729.

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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$6.48M

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

Forms 3/4/5 position value

3/4/5
$6.48M

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.

NAVI
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
12061 Bluemont Way, Reston, VA, 20190

Filer intelligence

What SEC filings say about Mark L. Heleen

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 NAVI worth $6.48M.

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

NAVI

03 May 2024 · EVP, CLO & Secretary

$6.48M
Issuer page Owner page

Latest update

What changed recently for Mark L. Heleen

Ownership report updated

Latest ownership report period: 03 May 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 May 2024

Page type

Ownership filings

Latest period

03 May 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 06 May 2024.

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SEC filing record

CIK 0001451729 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
9
First seen
02 Jun 2021
Latest filing
02 Aug 2023
Entity
Individual

Observed form types

4

CIK-linked evidence first

Mark L. Heleen SEC filings Mark L. Heleen owner filings Open SEC filing index

Latest Filings

Showing the latest 9 of 9 SEC filings for Mark L. Heleen.

4

4 filing

Filing date
02 Aug 2023
Reporting date
31 Jul 2023
SEC evidence
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4

4 filing

Filing date
02 Mar 2023
Reporting date
28 Feb 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
07 Feb 2023
Reporting date
04 Feb 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
01 Feb 2023
Reporting date
31 Jan 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
07 Dec 2022
Reporting date
05 Dec 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
03 Mar 2022
Reporting date
01 Mar 2022
SEC evidence
Open document Open filing
Next action
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4

4 filing

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

4 filing

Filing date
07 Jan 2022
Reporting date
06 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
02 Jun 2021
Reporting date
27 May 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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