Filer Snapshot

Katherine E. Potter

CIK 0001543460. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

17

Latest filing

12 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 NASDAQ:FVE. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

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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Insider / owner context

NASDAQ:FVE

16 Dec 2021 · $376.6K

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Source: SEC Forms 3/4/5

4 filed on 12 Sep 2023 for CIK 0001543460.

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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$376.6K

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

Forms 3/4/5 position value

3/4/5
$376.6K

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.

NASDAQ:FVE
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 Five Star Quality Care, Inc., 400 Centre Street, Newton, MA, 02458

Filer intelligence

What SEC filings say about Katherine E. Potter

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 NASDAQ:FVE worth $376.6K.

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

NASDAQ:FVE

16 Dec 2021 · President and CEO

$376.6K
Issuer page Owner page

SOND

12 Sep 2023 · General Counsel

Issuer page Owner page

Latest update

What changed recently for Katherine E. Potter

Ownership report updated

Latest ownership report period: 12 Sep 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Sep 2023

Page type

Ownership filings

Latest period

12 Sep 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 Sep 2023.

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SEC filing record

CIK 0001543460 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
17
First seen
01 Mar 2012
Latest filing
12 Sep 2023
Entity
Individual

Observed form types

4 3/A 3

CIK-linked evidence first

Katherine E. Potter SEC filings Katherine E. Potter owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 17 SEC filings for Katherine E. Potter.

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4 File 001-39907

FORM 4

Filing date
12 Sep 2023
Reporting date
12 Sep 2023
SEC evidence
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3/A File 001-39907

FORM 3/A

Filing date
12 Sep 2023
Reporting date
11 Sep 2023
SEC evidence
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3 File 001-39907

FORM 3

Filing date
12 Sep 2023
Reporting date
11 Sep 2023
SEC evidence
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4 File 001-16817

OWNERSHIP DOCUMENT

Filing date
20 Dec 2021
Reporting date
16 Dec 2021
SEC evidence
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4 File 001-16817

OWNERSHIP DOCUMENT

Filing date
13 Dec 2021
Reporting date
10 Dec 2021
SEC evidence
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4 File 001-16817

OWNERSHIP DOCUMENT

Filing date
16 Dec 2020
Reporting date
14 Dec 2020
SEC evidence
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4 File 001-16817

4

Filing date
02 Jan 2020
Reporting date
01 Jan 2020
SEC evidence
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4 File 001-16817

4

Filing date
12 Dec 2019
Reporting date
11 Dec 2019
SEC evidence
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4 File 001-16817

4

Filing date
11 Dec 2018
Reporting date
11 Dec 2018
SEC evidence
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4 File 001-16817

4

Filing date
13 Dec 2017
Reporting date
13 Dec 2017
SEC evidence
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4 File 001-16817

4

Filing date
07 Dec 2016
Reporting date
07 Dec 2016
SEC evidence
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4 File 001-16817

4

Filing date
14 Dec 2015
Reporting date
14 Dec 2015
SEC evidence
Open document Open filing
Next action
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