Filer Snapshot

Trevor I. Mihalik

CIK 0001554221. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

3

Latest filing

26 Jan 2024

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 AEP. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

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.

Source: SEC Forms 3/4/5

4 filed on 26 Jan 2024 for CIK 0001554221.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Ownership signals

Filing family value snapshot

Compare filing families separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Forms 3/4/5 positions$30.33M

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 ownership value

$30.33M

Estimated only when reporting-owner filings include enough share and price data.

Largest linked issuer positions

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

AEP WDFC SRE
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths to verify the exact SEC filing behind a value.
Identity Who this page is about. 1 identity field
Business address
American Electric Power Company, Inc., 1 Riverside Plaza, Columbus, OH, 43215

Filer intelligence

What SEC filings say about Trevor I. Mihalik

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Forms 3/4/5 show insider context for AEP worth $28.07M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 3 rows

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

Open

Forms 3/4/5 insider context

AEP

10 Mar 2026 · Executive VP & CFO

$28.07M

WDFC

12 Dec 2024

$1.21M

SRE

02 Dec 2024 · EVP and Group Pres

$1.04M

Latest update

What changed recently for Trevor I. Mihalik

Ownership report updated

Latest ownership report period: 10 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Mar 2026

Page type

Ownership filings

Latest period

10 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 Mar 2026.

SEC filing record

CIK 0001554221 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
3
First seen
13 Dec 2023
Latest filing
26 Jan 2024
Entity
Individual

Latest Filings

Showing the latest 3 of 3 SEC filings for Trevor I. Mihalik.

4

4 filing

Filing date
26 Jan 2024
Reporting date
25 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Jan 2024
Reporting date
02 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
13 Dec 2023
Reporting date
12 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .