Filer Snapshot

Julie Swinehart

CIK 0001577296. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

26

Latest filing

07 May 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 IVT. 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.

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13D/G large stake

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

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Source: SEC Forms 3/4/5

4 filed on 07 May 2026 for CIK 0001577296.

View Source Filing
Identity
Business address
3025 Highland Parkway, Suite 350, Downers Grove, IL, 60515
SEC ownership signals
Parsed ownership coverage

Form 3/4/5 holdings value

$133.2K

Estimated from parsed insider ownership filings when values are available.

Filer intelligence

What SEC filings say about Julie Swinehart

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 IVT worth $133.2K.

SEC source mix

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

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 2 rows

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

Open

Forms 3/4/5 insider context

IVT

05 May 2026

$133.2K

RPAI

22 Oct 2021 · EVP, CFO and Treasurer

Latest update

What changed recently for Julie Swinehart

Ownership report updated

Latest ownership report period: 05 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2026

Page type

Ownership filings

Latest period

05 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 07 May 2026.

SEC filing record

CIK 0001577296 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
26
First seen
20 May 2013
Latest filing
07 May 2026
Entity
Individual

Latest Filings

Showing the latest 12 of 26 SEC filings for Julie Swinehart.

4 File 001-40896

FORM 4

Filing date
07 May 2026
Reporting date
05 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40896

FORM 4

Filing date
08 May 2025
Reporting date
06 May 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-40896

FORM 3

Filing date
27 Feb 2025
Reporting date
19 Feb 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
22 Oct 2021
Reporting date
22 Oct 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
09 Feb 2021
Reporting date
08 Feb 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
05 Jan 2021
Reporting date
04 Jan 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
04 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
02 Mar 2020
Reporting date
01 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
12 Feb 2020
Reporting date
10 Feb 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
06 Jan 2020
Reporting date
04 Jan 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
04 Mar 2019
Reporting date
01 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35481

FORM 4 SUBMISSION

Filing date
20 Feb 2019
Reporting date
19 Feb 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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