Filer Snapshot

Todd Whitney Smith

CIK 0001606100. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

10

Latest filing

23 May 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 PBPB. 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 23 May 2023 for CIK 0001606100.

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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$1.16M

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

Forms 3/4/5 position value

3/4/5
$1.16M

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.

PBPB
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
300 Johnny Bench Drive, Oklahoma City, OK, 73104

Filer intelligence

What SEC filings say about Todd Whitney Smith

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 PBPB worth $1.16M.

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

PBPB

19 May 2023

$1.16M
Issuer page Owner page

Latest update

What changed recently for Todd Whitney Smith

Ownership report updated

Latest ownership report period: 19 May 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 May 2023

Page type

Ownership filings

Latest period

19 May 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 23 May 2023.

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SEC filing record

CIK 0001606100 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
10
First seen
22 Apr 2014
Latest filing
23 May 2023
Entity
Individual

Observed form types

4 3

CIK-linked evidence first

Todd Whitney Smith SEC filings Todd Whitney Smith owner filings Open SEC filing index

Latest Filings

Showing the latest 10 of 10 SEC filings for Todd Whitney Smith.

4 File 001-36104

FORM 4

Filing date
23 May 2023
Reporting date
19 May 2023
SEC evidence
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4 File 001-36104

FORM 4

Filing date
23 May 2022
Reporting date
19 May 2022
SEC evidence
Open document Open filing
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4 File 001-36104

FORM 4 SUBMISSION

Filing date
24 May 2021
Reporting date
20 May 2021
SEC evidence
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4 File 001-36104

PRIMARY DOCUMENT

Filing date
31 Aug 2020
Reporting date
28 Aug 2020
SEC evidence
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3 File 001-36104

PRIMARY DOCUMENT

Filing date
18 May 2020
Reporting date
10 May 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-18859

FORM 4

Filing date
23 Jan 2017
Reporting date
19 Jan 2017
SEC evidence
Open document Open filing
Next action
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4 File 000-18859

FORM 4

Filing date
01 Feb 2016
Reporting date
28 Jan 2016
SEC evidence
Open document Open filing
Next action
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4 File 000-18859

FORM 4

Filing date
13 Apr 2015
Reporting date
09 Apr 2015
SEC evidence
Open document Open filing
Next action
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4 File 000-18859

FORM 4

Filing date
02 Feb 2015
Reporting date
29 Jan 2015
SEC evidence
Open document Open filing
Next action
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3 File 000-18859

FORM 3

Filing date
22 Apr 2014
Reporting date
16 Apr 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
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