Filer Snapshot

David R. Wells

CIK 0001480371. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

37

Latest filing

20 May 2026

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 MEHA. 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

3 filed on 20 May 2026 for CIK 0001480371.

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Business address
2801 Ocean Park Blvd., Suite 339, Santa Monica, CA, 90405

Filer intelligence

What SEC filings say about David R. Wells

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 MEHA.

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 3 rows

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

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Forms 3/4/5 insider context

MEHA

18 May 2026 · Chief Financial Officer

HSCS

12 Jan 2026

ANZU

15 Oct 2023 · Chief Financial Officer

Latest update

What changed recently for David R. Wells

Ownership report updated

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

Update date

20 May 2026

Page type

Ownership filings

Latest period

18 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 20 May 2026.

SEC filing record

CIK 0001480371 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
37
First seen
04 Nov 2010
Latest filing
20 May 2026
Entity
Individual

Observed form types

3 4 4/A

Latest Filings

Showing the latest 12 of 37 SEC filings for David R. Wells.

3 File 001-42936

3 filing

Filing date
20 May 2026
Reporting date
18 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41422

4 filing

Filing date
12 Jan 2026
Reporting date
12 Jan 2026
SEC evidence
Open document Open filing
Next action
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4 File 001-41422

OWNERSHIP DOCUMENT

Filing date
11 Jul 2025
Reporting date
09 Jul 2025
SEC evidence
Open document Open filing
Next action
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4 File 001-41422

OWNERSHIP DOCUMENT

Filing date
21 Jan 2025
Reporting date
16 Jan 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40133

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
17 Oct 2023
Reporting date
15 Oct 2023
SEC evidence
Open document Open filing
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3 File 001-40133

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
29 Sep 2023
Reporting date
29 Sep 2023
SEC evidence
Open document Open filing
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4 File 001-41422

FORM 4 SUBMISSION

Filing date
22 Mar 2023
Reporting date
20 Mar 2023
SEC evidence
Open document Open filing
Next action
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3 File 001-41422

FORM 3 SUBMISSION

Filing date
06 Jan 2023
Reporting date
28 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-37969

FORM 4 SUBMISSION

Filing date
07 Apr 2021
Reporting date
05 Apr 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-37969

FORM 4 SUBMISSION

Filing date
06 Jan 2021
Reporting date
05 Jan 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-37969

FORM 4 SUBMISSION

Filing date
24 Jun 2020
Reporting date
23 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-37969

FORM 4 SUBMISSION

Filing date
10 Jun 2020
Reporting date
08 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
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