Filer Snapshot

Jill D. Smith

CIK 0001463490. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

18

Latest filing

18 Oct 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 AZPN. 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 18 Oct 2023 for CIK 0001463490.

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Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Forms 3/4/5 positions$1.34M

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 position value

$1.34M

Estimated only when owner filings include enough share and price data.

Largest linked SEC positions

Largest issuer positions found across parsed 13F, 13D/G, and Forms 3/4/5 data.

AZPN CHKP EVH
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
1601 Dry Creek Drive, Suite 260, Longmont, CO, 80503

Filer intelligence

What SEC filings say about Jill D. Smith

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 AZPN worth $770K.

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 5 rows

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

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Forms 3/4/5 insider context

AZPN

01 Sep 2023

$770K
Issuer page Owner page

CHKP

18 Mar 2026

$475K
Issuer page Owner page

EVH

02 Jan 2026

$92.5K
Issuer page Owner page

RCM

19 Nov 2024

$0
Issuer page Owner page

Latest update

What changed recently for Jill D. Smith

Ownership report updated

Latest ownership report period: 18 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

18 Mar 2026

Page type

Ownership filings

Latest period

18 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 18 Mar 2026.

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SEC filing record

CIK 0001463490 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
18
First seen
24 May 2021
Latest filing
18 Oct 2023
Entity
Individual

Observed form types

3 4 4/A

CIK-linked evidence first

Jill D. Smith SEC filings Jill D. Smith owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 18 SEC filings for Jill D. Smith.

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4

4 filing

Filing date
18 Oct 2023
Reporting date
18 Oct 2023
SEC evidence
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4

4 filing

Filing date
15 Aug 2023
Reporting date
15 Aug 2023
SEC evidence
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4

4 filing

Filing date
19 May 2023
Reporting date
18 May 2023
SEC evidence
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4

4 filing

Filing date
06 Sep 2022
Reporting date
01 Sep 2022
SEC evidence
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4/A

4/A filing

Filing date
05 Jul 2022
Reporting date
21 Jun 2022
SEC evidence
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4

4 filing

Filing date
23 Jun 2022
Reporting date
21 Jun 2022
SEC evidence
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4

4 filing

Filing date
23 Jun 2022
Reporting date
21 Jun 2022
SEC evidence
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3

3 filing

Filing date
23 Jun 2022
Reporting date
21 Jun 2022
SEC evidence
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4

4 filing

Filing date
31 May 2022
Reporting date
27 May 2022
SEC evidence
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4

4 filing

Filing date
25 May 2022
Reporting date
23 May 2022
SEC evidence
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4

4 filing

Filing date
23 May 2022
Reporting date
21 May 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
18 May 2022
Reporting date
16 May 2022
SEC evidence
Open document Open filing
Next action
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