Filer Snapshot

Michael S. Helm

CIK 0001622068. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

6

Latest filing

03 Apr 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 CRC. 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 03 Apr 2023 for CIK 0001622068.

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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$1.49M

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

Forms 3/4/5 position value

3/4/5
$1.49M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

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

CRC BRY
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
5201 Truxtun Ave, Bakersfield, CA, 93309

Filer intelligence

What SEC filings say about Michael S. Helm

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 CRC worth $1.26M.

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

CRC

16 Mar 2026 · VP Finance & Controller

$1.26M
Issuer page Owner page

BRY

18 Dec 2025 · VP, CAO

$232.8K
Issuer page Owner page

Latest update

What changed recently for Michael S. Helm

Ownership report updated

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

Update date

19 Mar 2026

Page type

Ownership filings

Latest period

16 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 19 Mar 2026.

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SEC filing record

CIK 0001622068 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
6
First seen
23 Feb 2022
Latest filing
03 Apr 2023
Entity
Individual

Observed form types

4 4/A

CIK-linked evidence first

Michael S. Helm SEC filings Michael S. Helm owner filings Open SEC filing index

Latest Filings

Showing the latest 6 of 6 SEC filings for Michael S. Helm.

4

4 filing

Filing date
03 Apr 2023
Reporting date
30 Mar 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
03 Mar 2023
Reporting date
01 Mar 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
22 Feb 2023
Reporting date
19 Feb 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
03 Mar 2022
Reporting date
01 Mar 2022
SEC evidence
Open document Open filing
Next action
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4/A

4/A filing

Filing date
24 Feb 2022
Reporting date
19 Feb 2022
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
23 Feb 2022
Reporting date
19 Feb 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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