Filer Snapshot

Jerry Schaffner

CIK 0001456811. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

56

Latest filing

28 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 HTH. 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 filing 144

144 filed on 28 Feb 2025 for CIK 0001456811.

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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$4.05M

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

Forms 3/4/5 position value

3/4/5
$4.05M

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.

HTH
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 Plainscapital Corporation, 2323 Victory Avenue, Suite 1400, Dallas, TX, 75219

Filer intelligence

What SEC filings say about Jerry Schaffner

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 HTH worth $4.05M.

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

HTH

02 Apr 2024 · PlainsCapital Bank CEO

$4.05M
Issuer page Owner page

Latest update

What changed recently for Jerry Schaffner

Ownership report updated

Latest ownership report period: 02 Apr 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Apr 2024

Page type

Ownership filings

Latest period

02 Apr 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 03 Apr 2024.

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SEC filing record

CIK 0001456811 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
56
First seen
15 Jun 2009
Latest filing
28 Feb 2025
Entity
Individual

Observed form types

144 4 4/A 3 3/A

CIK-linked evidence first

Jerry Schaffner SEC filings Jerry Schaffner owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 55 SEC filings for Jerry Schaffner.

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144

144 filing

Filing date
28 Feb 2025
Reporting date
Not listed
SEC evidence
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
03 Apr 2024
Reporting date
02 Apr 2024
SEC evidence
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
27 Feb 2024
Reporting date
23 Feb 2024
SEC evidence
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
28 Feb 2023
Reporting date
24 Feb 2023
SEC evidence
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
22 Feb 2023
Reporting date
20 Feb 2023
SEC evidence
Open document Open filing
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
10 Feb 2023
Reporting date
08 Feb 2023
SEC evidence
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
23 Nov 2022
Reporting date
21 Nov 2022
SEC evidence
Open document Open filing
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
01 Mar 2022
Reporting date
27 Feb 2022
SEC evidence
Open document Open filing
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
10 Feb 2022
Reporting date
08 Feb 2022
SEC evidence
Open document Open filing
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
18 Aug 2021
Reporting date
17 Aug 2021
SEC evidence
Open document Open filing
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
09 Mar 2021
Reporting date
05 Mar 2021
SEC evidence
Open document Open filing
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4 File 001-31987

PRIMARY DOCUMENT

Filing date
25 Feb 2021
Reporting date
23 Feb 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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