Filer Snapshot

Robert A. Herman

CIK 0001610150. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

33

Latest filing

10 Aug 2022

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

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Largest parsed holding

—

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 10 Aug 2022 for CIK 0001610150.

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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$9.8M

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

Forms 3/4/5 position value

3/4/5
$9.8M

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.

PSX
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
3010 Briarpark Drive, 9 Th Floor, Houston, TX, 77042

Filer intelligence

What SEC filings say about Robert A. Herman

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 PSX worth $9.8M.

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 2 rows

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

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Forms 3/4/5 insider context

PSX

08 Aug 2022

$9.8M
Issuer page Owner page

PSXP

09 Mar 2022 · Vice President

Issuer page Owner page

Latest update

What changed recently for Robert A. Herman

Ownership report updated

Latest ownership report period: 08 Aug 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 Aug 2022

Page type

Ownership filings

Latest period

08 Aug 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 10 Aug 2022.

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SEC filing record

CIK 0001610150 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
33
First seen
09 Jun 2014
Latest filing
10 Aug 2022
Entity
Individual

Observed form types

4 5 3

CIK-linked evidence first

Robert A. Herman SEC filings Robert A. Herman owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 33 SEC filings for Robert A. Herman.

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4 File 001-35349

FORM 4

Filing date
10 Aug 2022
Reporting date
08 Aug 2022
SEC evidence
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4 File 001-35349

FORM 4

Filing date
08 Jun 2022
Reporting date
07 Jun 2022
SEC evidence
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4 File 001-35349

FORM 4

Filing date
01 Jun 2022
Reporting date
31 May 2022
SEC evidence
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4 File 001-35349

FORM 4

Filing date
11 Mar 2022
Reporting date
09 Mar 2022
SEC evidence
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4 File 001-36011

FORM 4 SUBMISSION

Filing date
09 Mar 2022
Reporting date
09 Mar 2022
SEC evidence
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4 File 001-35349

FORM 4

Filing date
10 Feb 2022
Reporting date
08 Feb 2022
SEC evidence
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4 File 001-35349

FORM 4

Filing date
09 Feb 2022
Reporting date
07 Feb 2022
SEC evidence
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4 File 001-35349

FORM 4

Filing date
03 Feb 2022
Reporting date
02 Feb 2022
SEC evidence
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4 File 001-35349

FORM 4

Filing date
07 Oct 2021
Reporting date
09 Aug 2021
SEC evidence
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4 File 001-35349

FORM 4

Filing date
11 Feb 2021
Reporting date
09 Feb 2021
SEC evidence
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4 File 001-35349

FORM 4

Filing date
09 Feb 2021
Reporting date
06 Feb 2021
SEC evidence
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4 File 001-35349

FORM 4

Filing date
06 Aug 2020
Reporting date
04 Aug 2020
SEC evidence
Open document Open filing
Next action
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