Filer Snapshot

W. Alexander Holmes

CIK 0001525597. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

49

Latest filing

31 Mar 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 BTM. 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

4 filed on 31 Mar 2026 for CIK 0001525597.

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SEC ownership signals 1 fact
Ownership signals from SEC filings

Filing-value scale

Bars compare parsed values by filing family; they are not one combined total.

Forms 3/4/5 positions$964.2K

Reporting-owner positions when values can be estimated.

Forms 3/4/5 position value

$964.2K

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Top parsed positions across ownership filing types.

BTM
How to read these values
  • Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 fact
Business address
2828 North Harwood Street, 15 Th Floor, Dallas, TX, 75201

Filer intelligence

What SEC filings say about W. Alexander Holmes

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 BTM worth $964.2K.

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

BTM

27 Mar 2026 · Chairman & CEO

$964.2K
Issuer page Owner page

MGI

01 Jun 2023 · Chairman & CEO

Issuer page Owner page

Latest update

What changed recently for W. Alexander Holmes

Ownership report updated

Latest ownership report period: 27 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

31 Mar 2026

Page type

Ownership filings

Latest period

27 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 31 Mar 2026.

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SEC filing record

CIK 0001525597 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
49
First seen
21 Jul 2011
Latest filing
31 Mar 2026
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index W. Alexander Holmes SEC filings W. Alexander Holmes owner filings

Latest Filings

Showing the latest 12 of 49 SEC filings for W. Alexander Holmes.

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4 File 001-41305

4

Filing date
31 Mar 2026
Reporting date
27 Mar 2026
SEC evidence
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4 File 001-41305

4

Filing date
02 Sep 2025
Reporting date
28 Aug 2025
SEC evidence
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3 File 001-41305

3

Filing date
02 Sep 2025
Reporting date
20 Aug 2025
SEC evidence
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4 File 001-31950

FORM 4 SUBMISSION

Filing date
06 Jun 2023
Reporting date
01 Jun 2023
SEC evidence
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4 File 001-31950

FORM 4

Filing date
08 Mar 2023
Reporting date
06 Mar 2023
SEC evidence
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4 File 001-31950

FORM 4

Filing date
28 Feb 2023
Reporting date
24 Feb 2023
SEC evidence
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4 File 001-31950

FORM 4

Filing date
21 Feb 2023
Reporting date
16 Feb 2023
SEC evidence
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4 File 001-31950

FORM 4

Filing date
23 Jan 2023
Reporting date
19 Jan 2023
SEC evidence
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4 File 001-31950

FORM 4

Filing date
08 Mar 2022
Reporting date
04 Mar 2022
SEC evidence
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4 File 001-31950

FORM 4

Filing date
28 Feb 2022
Reporting date
24 Feb 2022
SEC evidence
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4 File 001-31950

FORM 4

Filing date
23 Feb 2022
Reporting date
21 Feb 2022
SEC evidence
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4 File 001-31950

FORM 4

Filing date
18 Feb 2022
Reporting date
16 Feb 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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