A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

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Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

David F. Shotwell

CIK 0001646421. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

Latest filing

02 Mar 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 UMPQ. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

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Largest parsed holding

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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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Insider / owner context

UMPQ

28 Feb 2023

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Source: SEC Forms 3/4/5

4 filed on 02 Mar 2023 for CIK 0001646421.

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Business address: One Sw Columbia Street Ste 1400, Portland, OR, 97258

Filer intelligence

What SEC filings say about David F. Shotwell

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 UMPQ.

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 1 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

UMPQ

28 Feb 2023 · EVP/Chief Risk Officer

Issuer page Owner page

Latest update

What changed recently for David F. Shotwell

Ownership report updated

Latest ownership report period: 28 Feb 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Mar 2023

Page type

Ownership filings

Latest period

28 Feb 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Mar 2023.

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SEC filing record

CIK 0001646421 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

First seen

07 Jul 2015

Latest filing

02 Mar 2023

Entity

Individual

Observed form types

4 4/A 3

CIK-linked evidence first

David F. Shotwell SEC filings David F. Shotwell owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 33 SEC filings for David F. Shotwell.

Open full filing history

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 02 Mar 2023
Reporting date: 28 Feb 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 25 Jul 2022
Reporting date: 22 Jul 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 09 Mar 2022
Reporting date: 08 Mar 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 03 Mar 2022
Reporting date: 02 Mar 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 02 Mar 2022
Reporting date: 28 Feb 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 08 Feb 2022
Reporting date: 07 Feb 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 07 Feb 2022
Reporting date: 04 Feb 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 23 Jul 2021
Reporting date: 22 Jul 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 10 Mar 2021
Reporting date: 08 Mar 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 03 Mar 2021
Reporting date: 02 Mar 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 05 Feb 2021
Reporting date: 04 Feb 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-34624

PRIMARY DOCUMENT

Filing date: 04 Feb 2021
Reporting date: 03 Feb 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

David F. Shotwell

Start with the SEC data that changes for this CIK

What SEC filings say about David F. Shotwell

Quick read

SEC source mix

Forms 3/4/5 insider context

What changed recently for David F. Shotwell

CIK 0001646421 filing coverage

Latest Filings

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