Filer Snapshot

James P. Lynch

CIK 0001502013. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

12

Latest filing

08 Jan 2024

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 SJW. 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

3 filed on 08 Jan 2024 for CIK 0001502013.

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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$1.91M

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 position value

$1.91M

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.

SJW CWT
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
1675 Laurelwood Drive, San Jose, CA, 95125

Filer intelligence

What SEC filings say about James P. Lynch

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 SJW worth $1.63M.

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 2 rows

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

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Forms 3/4/5 insider context

SJW

03 Nov 2022 · Chief Accounting Officer

$1.63M
Issuer page Owner page

CWT

05 Mar 2026 · SVP CFO and Treasurer

$282K
Issuer page Owner page

Latest update

What changed recently for James P. Lynch

Ownership report updated

Latest ownership report period: 05 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Mar 2026

Page type

Ownership filings

Latest period

05 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 09 Mar 2026.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0001502013 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
12
First seen
17 Aug 2021
Latest filing
08 Jan 2024
Entity
Individual

Observed form types

3 4

CIK-linked evidence first

James P. Lynch SEC filings James P. Lynch owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 12 SEC filings for James P. Lynch.

3

3 filing

Filing date
08 Jan 2024
Reporting date
03 Jan 2024
SEC evidence
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4

4 filing

Filing date
04 Nov 2022
Reporting date
03 Nov 2022
SEC evidence
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4

4 filing

Filing date
21 Oct 2022
Reporting date
20 Oct 2022
SEC evidence
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4

4 filing

Filing date
11 Oct 2022
Reporting date
06 Oct 2022
SEC evidence
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4

4 filing

Filing date
26 Sep 2022
Reporting date
22 Sep 2022
SEC evidence
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4

4 filing

Filing date
24 Aug 2022
Reporting date
29 Jul 2022
SEC evidence
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4

4 filing

Filing date
02 Mar 2022
Reporting date
28 Feb 2022
SEC evidence
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4

4 filing

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

4 filing

Filing date
17 Feb 2022
Reporting date
31 Jan 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
06 Jan 2022
Reporting date
04 Jan 2022
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
05 Jan 2022
Reporting date
03 Jan 2022
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
17 Aug 2021
Reporting date
30 Jul 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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