Entity type
Individual
Filer Snapshot
Daniel L. Heard
CIK 0001637259. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
43
Latest filing
09 Mar 2026
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 UNIT. 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
—
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
UNIT
05 Mar 2026 · $3.73M
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Source: SEC Forms 3/4/5
View source filing
4 filed on 09 Mar 2026 for CIK 0001637259.
- Parsed SEC ownership signals
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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$3.73MReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$3.73MEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Source: Forms 3/4/5Confidence: Estimated when price data is availableLargest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
UNITHow 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.
- Business address
- 2101 Riverfront Drive, Suite A, Little Rock, AR, 72202
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about Daniel L. Heard
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 UNIT worth $3.73M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
UNIT
05 Mar 2026 · SEVP, Gen. Counsel & Secretary
UNIT
01 Aug 2025 · SEVP, Gen. Counsel & Secretary
Latest update
What changed recently for Daniel L. Heard
Latest ownership report period: 05 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
09 Mar 2026
Page type
Ownership filings
Latest period
05 Mar 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 09 Mar 2026.
SEC filing record
CIK 0001637259 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
43
First seen
01 Apr 2015
Latest filing
09 Mar 2026
Entity
Individual
Observed form types
4
3
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 43 SEC filings for Daniel L. Heard.
4
File 001-42779
PRIMARY DOCUMENT
- Filing date
- 09 Mar 2026
- Reporting date
- 05 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-42779
PRIMARY DOCUMENT
- Filing date
- 03 Mar 2026
- Reporting date
- 27 Feb 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-42779
PRIMARY DOCUMENT
- Filing date
- 24 Feb 2026
- Reporting date
- 20 Feb 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-42779
FORM 4
- Filing date
- 05 Aug 2025
- Reporting date
- 01 Aug 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 001-42779
FORM 3
- Filing date
- 05 Aug 2025
- Reporting date
- 01 Aug 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-36708
FORM 4
- Filing date
- 04 Aug 2025
- Reporting date
- 01 Aug 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-36708
PRIMARY DOCUMENT
- Filing date
- 28 Feb 2025
- Reporting date
- 27 Feb 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-36708
PRIMARY DOCUMENT
- Filing date
- 24 Feb 2025
- Reporting date
- 20 Feb 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-36708
PRIMARY DOCUMENT
- Filing date
- 20 May 2024
- Reporting date
- 16 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-36708
PRIMARY DOCUMENT
- Filing date
- 28 Feb 2024
- Reporting date
- 27 Feb 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-36708
PRIMARY DOCUMENT
- Filing date
- 27 Feb 2024
- Reporting date
- 23 Feb 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-36708
PRIMARY DOCUMENT
- Filing date
- 23 Feb 2024
- Reporting date
- 21 Feb 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing