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

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

Lucas Merwan Haldeman

CIK 0001662399. 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 Oct 2024

Industry

n/a

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Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.

Open reporting owner context

Source: SEC filing 144

144 filed on 02 Oct 2024 for CIK 0001662399.

View Source Filing

Business address: 18835 N. Thompson Peak Parkway, Suite 300, Scottsdale, AZ, 85255
Top holdings (ownership): SMRT

Filer intelligence

What SEC filings say about Lucas Merwan Haldeman

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 SMRT worth $28.14M.

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.

Open

Forms 3/4/5 1 rows

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

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Forms 3/4/5 insider context

SMRT

24 Jul 2024 · Chief Executive Officer

$28.14M

Issuer page Owner page

Latest update

What changed recently for Lucas Merwan Haldeman

Ownership report updated

Latest ownership report period: 24 Jul 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Jul 2024

Page type

Ownership filings

Latest period

24 Jul 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 24 Jul 2024.

Open ownership filings Browse recent public updates

Filer Overview

Lucas Merwan Haldeman has filed 71 SEC EDGAR filings since 07 Jan 2016. Common forms include 144, 4, 4/A, SC 13D/A and more.

Lucas Merwan Haldeman SEC filings Lucas Merwan Haldeman owner filings

Latest Filings

Recent SEC filings for Lucas Merwan Haldeman with direct links to document and filing folders.

144

144 filing

Filing date: 02 Oct 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

144

144 filing

Filing date: 18 Sep 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

144

144 filing

Filing date: 10 Sep 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

144

144 filing

Filing date: 29 Aug 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

144

144 filing

Filing date: 19 Aug 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

144

144 filing

Filing date: 09 Aug 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 24 Jul 2024
Reporting date: 24 Jul 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 19 Jul 2024
Reporting date: 18 Jul 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 24 Jun 2024
Reporting date: 24 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 18 Jun 2024
Reporting date: 18 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 24 May 2024
Reporting date: 24 May 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 17 May 2024
Reporting date: 17 May 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 24 Apr 2024
Reporting date: 24 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 19 Apr 2024
Reporting date: 18 Apr 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 25 Mar 2024
Reporting date: 22 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 19 Mar 2024
Reporting date: 18 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 23 Feb 2024
Reporting date: 23 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 20 Feb 2024
Reporting date: 18 Feb 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 13 Feb 2024
Reporting date: 23 Jan 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 24 Jan 2024
Reporting date: 24 Jan 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

4

Filing date: 19 Jan 2024
Reporting date: 18 Jan 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 26 Dec 2023
Reporting date: 24 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 19 Dec 2023
Reporting date: 18 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 27 Nov 2023
Reporting date: 24 Nov 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Nov 2023
Reporting date: 18 Nov 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 24 Oct 2023
Reporting date: 24 Oct 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 19 Oct 2023
Reporting date: 18 Oct 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 26 Sep 2023
Reporting date: 24 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 19 Sep 2023
Reporting date: 18 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 24 Aug 2023
Reporting date: 24 Aug 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 21 Aug 2023
Reporting date: 18 Aug 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 24 Jul 2023
Reporting date: 24 Jul 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 19 Jul 2023
Reporting date: 18 Jul 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 26 Jun 2023
Reporting date: 24 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Jun 2023
Reporting date: 18 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-39991

FORM 4/A SUBMISSION

Filing date: 20 Jun 2023
Reporting date: 19 May 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 24 May 2023
Reporting date: 24 May 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 19 May 2023
Reporting date: 18 May 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 24 Apr 2023
Reporting date: 24 Apr 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 19 Apr 2023
Reporting date: 18 Apr 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D/A

Filing date: 07 Apr 2023
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-39991

FORM 4/A SUBMISSION

Filing date: 06 Apr 2023
Reporting date: 24 Aug 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 27 Mar 2023
Reporting date: 24 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Mar 2023
Reporting date: 17 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 24 Feb 2023
Reporting date: 24 Feb 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 21 Feb 2023
Reporting date: 17 Feb 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-39991

FORM 4/A SUBMISSION

Filing date: 03 Feb 2023
Reporting date: 24 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 25 Jan 2023
Reporting date: 24 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Jan 2023
Reporting date: 18 Jan 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 27 Dec 2022
Reporting date: 23 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 19 Dec 2022
Reporting date: 19 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 25 Nov 2022
Reporting date: 23 Nov 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 21 Nov 2022
Reporting date: 18 Nov 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 25 Oct 2022
Reporting date: 24 Oct 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Oct 2022
Reporting date: 19 Oct 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 26 Sep 2022
Reporting date: 24 Sep 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Sep 2022
Reporting date: 19 Sep 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 25 Aug 2022
Reporting date: 24 Aug 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 22 Aug 2022
Reporting date: 19 Aug 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Jul 2022
Reporting date: 19 Jul 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 21 Jun 2022
Reporting date: 17 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 May 2022
Reporting date: 19 May 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Apr 2022
Reporting date: 19 Apr 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D/A

Filing date: 11 Feb 2022
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-39991

FORM 4/A SUBMISSION

Filing date: 21 Jan 2022
Reporting date: 24 Aug 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 20 Jan 2022
Reporting date: 18 Jan 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 30 Nov 2021
Reporting date: 29 Nov 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39991

FORM 4 SUBMISSION

Filing date: 26 Aug 2021
Reporting date: 24 Aug 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-39991

FORM 3 SUBMISSION

Filing date: 26 Aug 2021
Reporting date: 24 Aug 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-36163

FORM 4 SUBMISSION

Filing date: 18 Mar 2016
Reporting date: 16 Mar 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-36163

FORM 3 SUBMISSION

Filing date: 07 Jan 2016
Reporting date: 05 Jan 2016
SEC evidence: Open document Open filing
Next action: Verify source filing

About this filer

Lucas Merwan Haldeman files with the SEC under CIK 0001662399. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.