Filer Snapshot

Bret Steven Taylor

CIK 0001610312. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

71

Latest filing

23 Jan 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 CRM. 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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Source: SEC Forms 3/4/5

4 filed on 23 Jan 2023 for CIK 0001610312.

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Identity 1 fact
Business address
415 Mission Street, 3 Rd Floor, San Francisco, CA, 94105
SEC ownership signals 2 facts
Ownership coverage

Form 3/4/5 holdings value

$319.89M

Estimated from parsed insider ownership filings when values are disclosed.

Top disclosed positions
CRM

Filer intelligence

What SEC filings say about Bret Steven Taylor

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 CRM worth $319.89M.

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

CRM

22 Jan 2023 · Vice Chair of the Board, CoCEO

$319.89M
Issuer page Owner page

TWTR

27 Oct 2022

Issuer page Owner page

Latest update

What changed recently for Bret Steven Taylor

Ownership report updated

Latest ownership report period: 22 Jan 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 Jan 2023

Page type

Ownership filings

Latest period

22 Jan 2023

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

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SEC filing record

CIK 0001610312 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
71
First seen
13 Jun 2014
Latest filing
23 Jan 2023
Entity
Individual

Observed form types

4 4/A 3

Primary evidence

Open SEC filing index Bret Steven Taylor SEC filings Bret Steven Taylor owner filings

Latest Filings

Showing the latest 12 of 71 SEC filings for Bret Steven Taylor.

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4 File 001-32224

PRIMARY DOCUMENT

Filing date
23 Jan 2023
Reporting date
22 Jan 2023
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
23 Dec 2022
Reporting date
22 Dec 2022
SEC evidence
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4 File 001-36164

FORM 4

Filing date
31 Oct 2022
Reporting date
27 Oct 2022
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
25 Oct 2022
Reporting date
22 Oct 2022
SEC evidence
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4/A File 001-32224

PRIMARY DOCUMENT

Filing date
07 Oct 2022
Reporting date
22 Sep 2022
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
27 Sep 2022
Reporting date
23 Sep 2022
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
26 Sep 2022
Reporting date
22 Sep 2022
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
25 Jul 2022
Reporting date
22 Jul 2022
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
24 Jun 2022
Reporting date
22 Jun 2022
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
23 Jun 2022
Reporting date
22 Jun 2022
SEC evidence
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4 File 001-36164

FORM 4

Filing date
27 May 2022
Reporting date
25 May 2022
SEC evidence
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4 File 001-32224

PRIMARY DOCUMENT

Filing date
25 Apr 2022
Reporting date
22 Apr 2022
SEC evidence
Open document Open filing
Next action
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