Filer Snapshot

Adam Koppel

CIK 0001578965. 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

22 Jun 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 SLDB. 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 22 Jun 2023 for CIK 0001578965.

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

SEC filing family snapshot

These bars compare visible SEC-reported value by filing family. They should be read side by side, not added into one ownership total.

Forms 3/4/5 positions$22.4M

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

Estimated owner position value

3/4/5
$22.4M

Estimated from parsed Forms 3/4/5 when the filing includes enough shares and price data.

Largest linked issuer positions

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

SLDB FHTX
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions are different SEC disclosure regimes.
  • Open the linked research path when you need the filing behind a value.
Identity Who this page is about. 1 identity field
Business address
C/O Brookside Capital, Llc, John Hancock Tower, 200 Clarendon St, Boston, MA, 02116

Filer intelligence

What SEC filings say about Adam Koppel

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 SLDB worth $22.31M.

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 5 rows

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

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Forms 3/4/5 insider context

SLDB

11 Jan 2024 · 10% owner

$22.31M
Issuer page Owner page

FHTX

29 Dec 2024

$88.3K
Issuer page Owner page

CERE

01 Aug 2024 · 10% owner

$0
Issuer page Owner page

KLRA

16 Apr 2026 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Adam Koppel

Ownership report updated

Latest ownership report period: 16 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Apr 2026

Page type

Ownership filings

Latest period

16 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 20 Apr 2026.

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SEC filing record

CIK 0001578965 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
01 Jun 2021
Latest filing
22 Jun 2023
Entity
Individual

Observed form types

3 4

CIK-linked evidence first

Adam Koppel SEC filings Adam Koppel owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 14 SEC filings for Adam Koppel.

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4

4 filing

Filing date
22 Jun 2023
Reporting date
21 Jun 2023
SEC evidence
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4

4 filing

Filing date
09 Jun 2023
Reporting date
07 Jun 2023
SEC evidence
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4

4 filing

Filing date
08 Jun 2023
Reporting date
06 Jun 2023
SEC evidence
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4

4 filing

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

4 filing

Filing date
05 Dec 2022
Reporting date
02 Dec 2022
SEC evidence
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3

3 filing

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

4 filing

Filing date
22 Jun 2022
Reporting date
21 Jun 2022
SEC evidence
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4

4 filing

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

4 filing

Filing date
31 May 2022
Reporting date
26 May 2022
SEC evidence
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4

4 filing

Filing date
12 Aug 2021
Reporting date
10 Aug 2021
SEC evidence
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4

4 filing

Filing date
14 Jul 2021
Reporting date
13 Jul 2021
SEC evidence
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4

4 filing

Filing date
21 Jun 2021
Reporting date
16 Jun 2021
SEC evidence
Open document Open filing
Next action
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