Filer Snapshot

Roxanne Oulman

CIK 0001523073. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

11

Latest filing

20 Sep 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 KVYO. 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 20 Sep 2023 for CIK 0001523073.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$1.35M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$1.35M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

KVYO WDC
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
C/O Western Digital Corporation, 5601 Great Oaks Parkway, San Jose, CA, 95119

Filer intelligence

What SEC filings say about Roxanne Oulman

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 KVYO worth $748.5K.

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 4 rows

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

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Forms 3/4/5 insider context

KVYO

09 Jun 2026

$748.5K
Issuer page Owner page

WDC

18 Mar 2026

$596.5K
Issuer page Owner page

CAMP

26 Jul 2023

Issuer page Owner page

MDLA

29 Oct 2021 · CFO and EVP

Issuer page Owner page

Latest update

What changed recently for Roxanne Oulman

Ownership report updated

Latest ownership report period: 09 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

11 Jun 2026

Page type

Ownership filings

Latest period

09 Jun 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 11 Jun 2026.

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SEC filing record

CIK 0001523073 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
11
First seen
16 Jun 2021
Latest filing
20 Sep 2023
Entity
Individual

Observed form types

3 4

CIK-linked evidence first

Roxanne Oulman SEC filings Roxanne Oulman owner filings Open SEC filing index

Latest Filings

Showing the latest 11 of 11 SEC filings for Roxanne Oulman.

3

3 filing

Filing date
20 Sep 2023
Reporting date
20 Sep 2023
SEC evidence
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4

4 filing

Filing date
28 Jul 2023
Reporting date
26 Jul 2023
SEC evidence
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4

4 filing

Filing date
28 Jul 2022
Reporting date
26 Jul 2022
SEC evidence
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4

4 filing

Filing date
02 Nov 2021
Reporting date
29 Oct 2021
SEC evidence
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4

4 filing

Filing date
18 Oct 2021
Reporting date
15 Oct 2021
SEC evidence
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4

4 filing

Filing date
16 Sep 2021
Reporting date
15 Sep 2021
SEC evidence
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4

4 filing

Filing date
18 Aug 2021
Reporting date
16 Aug 2021
SEC evidence
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4

4 filing

Filing date
06 Aug 2021
Reporting date
05 Aug 2021
SEC evidence
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4

4 filing

Filing date
30 Jul 2021
Reporting date
28 Jul 2021
SEC evidence
Open document Open filing
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4

4 filing

Filing date
19 Jul 2021
Reporting date
15 Jul 2021
SEC evidence
Open document Open filing
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4

4 filing

Filing date
16 Jun 2021
Reporting date
15 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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