Filer Snapshot

Calvin W. Roberts

CIK 0001489535. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

29

Latest filing

13 Jul 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 ISEE. 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 13 Jul 2023 for CIK 0001489535.

View source filing
Business address
6120 Windward Parkway, Suite 290, Alpharetta, GA, 30005

Filer intelligence

What SEC filings say about Calvin W. Roberts

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 ISEE.

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 1 rows

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

Open

Forms 3/4/5 insider context

ISEE

11 Jul 2023

Latest update

What changed recently for Calvin W. Roberts

Ownership report updated

Latest ownership report period: 11 Jul 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Jul 2023

Page type

Ownership filings

Latest period

11 Jul 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 13 Jul 2023.

SEC filing record

CIK 0001489535 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
29
First seen
21 Apr 2010
Latest filing
13 Jul 2023
Entity
Individual

Observed form types

4 3 5

Latest Filings

Showing the latest 12 of 29 SEC filings for Calvin W. Roberts.

4 File 001-36080

OWNERSHIP DOCUMENT

Filing date
13 Jul 2023
Reporting date
11 Jul 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

FORM 4

Filing date
19 May 2023
Reporting date
17 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

FORM 4

Filing date
15 May 2023
Reporting date
11 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

FORM 4

Filing date
14 Jun 2022
Reporting date
13 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

FORM 4

Filing date
13 May 2022
Reporting date
11 May 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

OWNERSHIP DOCUMENT

Filing date
20 May 2021
Reporting date
19 May 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

4

Filing date
11 Jun 2020
Reporting date
09 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

4

Filing date
16 May 2019
Reporting date
15 May 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36080

4

Filing date
03 Jan 2019
Reporting date
01 Jan 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-36080

3

Filing date
03 Jan 2019
Reporting date
01 Jan 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-34703

FORM 4

Filing date
20 Jun 2018
Reporting date
19 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-34703

FORM 4

Filing date
23 Jun 2017
Reporting date
22 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
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