Entity type
Individual
Filer Snapshot
Andrea B. Smith
CIK 0001649634. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
6
Latest filing
26 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 BAC. 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
BAC
31 Dec 2021 · $17.08M
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Source: SEC Forms 3/4/5
View source filing
4 filed on 26 Apr 2023 for CIK 0001649634.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Treat them as separate lenses, not one combined ownership total.
Forms 3/4/5 positions$19.43MReporting-owner positions with enough filing detail to estimate value.
Estimated Forms 3/4/5 value
3/4/5$19.43MEstimated from parsed Forms 3/4/5 when the filing includes enough shares and price data.
Largest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
BAC HCA WKCHow 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.
- Business address
- 100 North Tryon Street, Charlotte, NC, 28255
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Identity
Who this page is about.
1 identity field
Filer intelligence
What SEC filings say about Andrea B. Smith
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 BAC worth $17.08M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
BAC
31 Dec 2021 · Chief Administrative Officer
HCA
28 Apr 2026
WKC
24 Oct 2025
Latest update
What changed recently for Andrea B. Smith
Latest ownership report period: 28 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
30 Apr 2026
Page type
Ownership filings
Latest period
28 Apr 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 30 Apr 2026.
SEC filing record
CIK 0001649634 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
27 Jan 2022
Latest filing
26 Apr 2023
Entity
Individual
Observed form types
3
4
5
CIK-linked evidence first
Latest Filings
Showing the latest 6 of 6 SEC filings for Andrea B. Smith.
4
4 filing
- Filing date
- 26 Apr 2023
- Reporting date
- 24 Apr 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 02 May 2022
- Reporting date
- 28 Apr 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 27 Apr 2022
- Reporting date
- 25 Apr 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 01 Feb 2022
- Reporting date
- 28 Jan 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
3 filing
- Filing date
- 01 Feb 2022
- Reporting date
- 26 Jan 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
5
5 filing
- Filing date
- 27 Jan 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing