Filer Snapshot

Michael R. Morrisett

CIK 0001630275. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

9

Latest filing

07 Nov 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for EP. 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

EP

05 Nov 2025 · 2.5% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 07 Nov 2025 for CIK 0001630275.

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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$1.07M

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

Forms 3/4/5 position value

3/4/5
$1.07M

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.

EP

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

EP
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
3803 S. Trenton Avenue, Tulsa, OK, 74105-3324

Filer intelligence

What SEC filings say about Michael R. Morrisett

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

  • 1 recent 13D/G stake row found; top row is EP at 2.5% ownership.
  • Forms 3/4/5 show insider context for EP worth $1.07M.

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 1 rows

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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13D/G large-stake context

EP

05 Nov 2025 · Common Stock, par value $0.001 per share

2.5%
Issuer page 13D/G history

Forms 3/4/5 insider context

EP

02 Jul 2026 · President & CEO

$1.07M
Issuer page Owner page

Latest update

What changed recently for Michael R. Morrisett

Ownership report updated

Latest ownership report period: 02 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 Jul 2026

Page type

Ownership filings

Latest period

02 Jul 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 07 Jul 2026.

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SEC filing record

CIK 0001630275 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
9
First seen
01 Jun 2021
Latest filing
07 Nov 2025
Entity
Individual

Observed form types

4 SCHEDULE 13D/A

CIK-linked evidence first

Michael R. Morrisett SEC filings Michael R. Morrisett 13D/G history Michael R. Morrisett owner filings Open SEC filing index

Latest Filings

Showing the latest 9 of 9 SEC filings for Michael R. Morrisett.

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
07 Nov 2025
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
07 Nov 2025
Reporting date
05 Nov 2025
SEC evidence
Open document Open filing
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4

4 filing

Filing date
03 Jan 2023
Reporting date
30 Dec 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
13 Oct 2022
Reporting date
11 Oct 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
05 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
27 May 2022
Reporting date
25 May 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
02 Mar 2022
Reporting date
28 Feb 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
30 Sep 2021
Reporting date
28 Sep 2021
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
01 Jun 2021
Reporting date
27 May 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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