A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

Daniel C. Herz SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001516921.

Entity Type

Individual

Total Filings

Latest Filing

04 Mar 2026

Industry

n/a

Save this filer page for the next filing cycle

Keep this page in your research queue, then return to compare new filings with prior context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next steps

Start with the latest filings table, then open the strongest context page for this filer.

Use the filings table to verify the newest submission, form type, and report period.
Open the deeper context page only when this filer actually has insider or ownership signal.

Go to latest filings table Open reporting owner context

Source: SEC Forms 3/4/5

3 filed on 04 Mar 2026 for CIK 0001516921.

View Source Filing

Business address: 1845 Walnut Street, 10 Th Floor, Philadelphia, PA, 19103

Quick Takeaways

Daniel C. Herz is an SEC filer tracked under CIK 0001516921.
38 filings are listed on this profile.
Common form coverage includes 3, 4, 3/A and more.

What Changed

Latest filing: 3 filed on 04 Mar 2026.
Report period: 04 Mar 2026.

Why This Matters

You can quote filing dates and form types directly from the SEC record on this page.
Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Forms 3/4/5

3 filed on 04 Mar 2026 for CIK 0001516921.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 3 can change the filing history, ownership context, or next research path for Daniel C. Herz.

Latest source-backed update: 3 filed 04 Mar 2026
Why come back: Revisit after a new SEC filing appears to compare the updated record with prior filings.

Latest filing on record: 3 filed 04 Mar 2026.
Save this filer if you want a stable place to return after the next filing cycle.
Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

Jump to save and follow actions Open latest filings table

Latest update

What changed recently for Daniel C. Herz

Ownership report updated

Latest ownership report period: 04 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 Mar 2026

Page type

Ownership filings

Latest period

04 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 04 Mar 2026.

Open ownership filings Browse recent public updates

Filer Overview

Daniel C. Herz has filed 38 SEC EDGAR filings since 29 Mar 2011. Common forms include 3, 4, 3/A, 5.

Reporting owner transactions Latest 13F filings

Latest Filings

Recent SEC filings for Daniel C. Herz with direct links to document and filing folders.

3 File 001-43179

FORM 3

Filing date: 04 Mar 2026
Reporting date: 04 Mar 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-31759

OWNERSHIP DOCUMENT

Filing date: 23 Jun 2025
Reporting date: 23 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

3/A File 001-31759

OWNERSHIP DOCUMENT

Filing date: 22 May 2025
Reporting date: 08 May 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38158

FORM 4 SUBMISSION

Filing date: 14 May 2021
Reporting date: 12 May 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38158

FORM 4 SUBMISSION

Filing date: 17 Feb 2021
Reporting date: 15 Feb 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38158

FORM 4 SUBMISSION

Filing date: 05 Jun 2020
Reporting date: 05 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38158

FORM 4 SUBMISSION

Filing date: 16 Mar 2020
Reporting date: 13 Mar 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38158

4 filing

Filing date: 23 Apr 2019
Reporting date: 19 Apr 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 11 Oct 2018
Reporting date: 06 Oct 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38158

4 filing

Filing date: 24 Sep 2018
Reporting date: 17 Sep 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 08 Jun 2018
Reporting date: 08 Jun 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 02 Mar 2018
Reporting date: 28 Feb 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-35317

FORM 4 SUBMISSION

Filing date: 06 Sep 2017
Reporting date: 01 Sep 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-38158

OWNERSHIP DOCUMENT

Filing date: 20 Jul 2017
Reporting date: 20 Jul 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-35317

FORM 4 SUBMISSION

Filing date: 19 May 2017
Reporting date: 17 May 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 09 May 2017
Reporting date: 05 May 2017
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 11 Oct 2016
Reporting date: 06 Oct 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-35317

FORM 4 SUBMISSION

Filing date: 06 Sep 2016
Reporting date: 01 Sep 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-35317

FORM 3 SUBMISSION

Filing date: 06 Sep 2016
Reporting date: 01 Sep 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-35317

FORM 4 SUBMISSION

Filing date: 01 Sep 2016
Reporting date: 01 Sep 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 29 Apr 2016
Reporting date: 27 Apr 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 000-55603

FORM 3 SUBMISSION

Filing date: 05 Apr 2016
Reporting date: 05 Apr 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-35317

FORM 5 SUBMISSION

Filing date: 01 Feb 2016
Reporting date: 31 Dec 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 10 Jun 2015
Reporting date: 08 Jun 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36725

FORM 4 SUBMISSION

Filing date: 03 Mar 2015
Reporting date: 27 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32953

FORM 4 SUBMISSION

Filing date: 03 Mar 2015
Reporting date: 27 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-36725

FORM 3 SUBMISSION

Filing date: 06 Feb 2015
Reporting date: 05 Feb 2015
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32953

HERZ FORM 4 8-2014

Filing date: 21 Aug 2014
Reporting date: 19 Aug 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32953

4 filing

Filing date: 30 Jun 2014
Reporting date: 26 Jun 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-35317

HERZ TAX WITHHOLDING FORM 4 6-2014

Filing date: 20 Jun 2014
Reporting date: 18 Jun 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32953

HERZ TAX WITHHOLDING FORM 4 6-2014

Filing date: 20 Jun 2014
Reporting date: 18 Jun 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

3/A File 001-32953

HERZ FORM 3/A

Filing date: 19 Mar 2014
Reporting date: 25 Mar 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32953

HERZ FORM 4 2-2014

Filing date: 20 Feb 2014
Reporting date: 18 Feb 2014
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-35317

4 filing

Filing date: 17 May 2013
Reporting date: 17 May 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-35317

3 filing

Filing date: 17 May 2013
Reporting date: 12 Mar 2012
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32953

4 filing

Filing date: 06 Feb 2013
Reporting date: 04 Feb 2013
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-32953

FORM 4

Filing date: 29 Mar 2011
Reporting date: 25 Mar 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-32953

FORM 3

Filing date: 29 Mar 2011
Reporting date: 25 Mar 2011
SEC evidence: Open document Open filing
Next action: Verify source filing

About this filer

Daniel C. Herz files with the SEC under CIK 0001516921. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.

Daniel C. Herz SEC EDGAR Filings

Save this filer page for the next filing cycle

Quick Takeaways

What Changed

Why This Matters

Source Evidence

Why revisit this filer page

What changed recently for Daniel C. Herz

Filer Overview

Latest Filings

FORM 3

OWNERSHIP DOCUMENT

OWNERSHIP DOCUMENT

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

4 filing

FORM 4 SUBMISSION

4 filing

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

OWNERSHIP DOCUMENT

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 3 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 3 SUBMISSION

FORM 5 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 4 SUBMISSION

FORM 3 SUBMISSION

HERZ FORM 4 8-2014

4 filing

HERZ TAX WITHHOLDING FORM 4 6-2014

HERZ TAX WITHHOLDING FORM 4 6-2014

HERZ FORM 3/A

HERZ FORM 4 2-2014

4 filing

3 filing

4 filing

FORM 4

FORM 3

About this filer

FAQ

Related pages