Filer Snapshot

James M. Wehmann

CIK 0001545661. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

14

Latest filing

12 Dec 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 FICO. 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 12 Dec 2023 for CIK 0001545661.

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SEC ownership signals 1 fact
SEC ownership summary

Parsed filing values

Bars compare filing families separately; they should not be added together as one total.

Forms 3/4/5 positions$114.55M

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 position value

$114.55M

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

Top issuer positions

Largest parsed issuer positions across ownership filing types.

FICO
How to read filing-family 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
181 Metro Drive, San Jose, CA, 95110

Filer intelligence

What SEC filings say about James M. Wehmann

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 FICO worth $114.55M.

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 1 rows

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

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Forms 3/4/5 insider context

FICO

12 Dec 2024 · Executive Vice President

$114.55M
Issuer page Owner page

Latest update

What changed recently for James M. Wehmann

Ownership report updated

Latest ownership report period: 12 Dec 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Dec 2024

Page type

Ownership filings

Latest period

12 Dec 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 16 Dec 2024.

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SEC filing record

CIK 0001545661 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
14
First seen
19 Nov 2021
Latest filing
12 Dec 2023
Entity
Individual

Observed form types

4

Primary evidence

Open SEC filing index James M. Wehmann SEC filings James M. Wehmann owner filings

Latest Filings

Showing the latest 12 of 14 SEC filings for James M. Wehmann.

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4

4 filing

Filing date
12 Dec 2023
Reporting date
09 Dec 2023
SEC evidence
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4

4 filing

Filing date
06 Dec 2023
Reporting date
04 Dec 2023
SEC evidence
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4

4 filing

Filing date
20 Nov 2023
Reporting date
16 Nov 2023
SEC evidence
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4

4 filing

Filing date
16 Oct 2023
Reporting date
13 Oct 2023
SEC evidence
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4

4 filing

Filing date
26 Sep 2023
Reporting date
22 Sep 2023
SEC evidence
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4

4 filing

Filing date
05 Sep 2023
Reporting date
01 Sep 2023
SEC evidence
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4

4 filing

Filing date
13 Dec 2022
Reporting date
09 Dec 2022
SEC evidence
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4

4 filing

Filing date
07 Dec 2022
Reporting date
05 Dec 2022
SEC evidence
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4

4 filing

Filing date
23 Nov 2022
Reporting date
21 Nov 2022
SEC evidence
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4

4 filing

Filing date
16 Nov 2022
Reporting date
14 Nov 2022
SEC evidence
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4

4 filing

Filing date
14 Dec 2021
Reporting date
10 Dec 2021
SEC evidence
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4

4 filing

Filing date
10 Dec 2021
Reporting date
08 Dec 2021
SEC evidence
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