Entity type
Individual
Filer Snapshot
Jeffrey M. Williams
CIK 0001629526. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
6
Latest filing
13 Dec 2021
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 JCI. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
JCI
10 Dec 2021 · $3.63M
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Source: SEC Forms 3/4/5
View Source Filing
4 filed on 13 Dec 2021 for CIK 0001629526.
- Ownership intelligence snapshot
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Value by filing family
These bars compare separate filing families; do not add them into one ownership total.
Forms 3/4/5 positions$3.63MReporting-owner positions when a value can be estimated.
Forms 3/4/5 position value
$3.63M
Estimated from parsed Forms 3/4/5 when filings disclose enough data.
Largest SEC-reported positions
Largest issuer positions across supported ownership filing types.
JCIHow to read filing-family values
- Keep filing families separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 reporting-owner positions are different evidence types.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- 5757 N Green Bay Ave, Milwaukee, WI, 53209
SEC ownership signals
1 signal
Filer identity
1 identity field
Filer intelligence
What SEC filings say about Jeffrey M. Williams
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Forms 3/4/5 show insider context for JCI worth $3.63M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
JCI
10 Dec 2021 · VP & Pres G Prod Bldg Tech Sol
Latest update
What changed recently for Jeffrey M. Williams
Latest ownership report period: 10 Dec 2021. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 Dec 2021
Page type
Ownership filings
Latest period
10 Dec 2021
Ownership context was refreshed from SEC Forms 3/4/5 filed on 13 Dec 2021.
SEC filing record
CIK 0001629526 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
11 May 2021
Latest filing
13 Dec 2021
Entity
Individual
Observed form types
4
Latest Filings
Showing the latest 6 of 6 SEC filings for Jeffrey M. Williams.
4
4 filing
- Filing date
- 13 Dec 2021
- Reporting date
- 10 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 10 Dec 2021
- Reporting date
- 08 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 09 Dec 2021
- Reporting date
- 07 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 08 Dec 2021
- Reporting date
- 06 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 06 Dec 2021
- Reporting date
- 05 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 11 May 2021
- Reporting date
- 10 May 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing