Filer Snapshot

Julia Herendeen

CIK 0001673044. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

14

Latest filing

28 Mar 2022

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 HUBS. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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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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Source: SEC Forms 3/4/5

4 filed on 28 Mar 2022 for CIK 0001673044.

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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$3.93M

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

Forms 3/4/5 position value

3/4/5
$3.93M

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.

HUBS
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
25 First Street, 2 Nd Floor, Cambridge, MA, 02141

Filer intelligence

What SEC filings say about Julia Herendeen

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 HUBS worth $3.93M.

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

HUBS

24 Mar 2022

$3.93M
Issuer page Owner page

Latest update

What changed recently for Julia Herendeen

Ownership report updated

Latest ownership report period: 24 Mar 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Mar 2022

Page type

Ownership filings

Latest period

24 Mar 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 28 Mar 2022.

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SEC filing record

CIK 0001673044 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
14
First seen
28 Apr 2016
Latest filing
28 Mar 2022
Entity
Individual

Observed form types

4 3

CIK-linked evidence first

Julia Herendeen SEC filings Julia Herendeen owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 14 SEC filings for Julia Herendeen.

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4 File 001-36680

FORM 4 SUBMISSION

Filing date
28 Mar 2022
Reporting date
24 Mar 2022
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
07 Jun 2021
Reporting date
03 Jun 2021
SEC evidence
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3 File 001-39588

3

Filing date
01 Oct 2020
Reporting date
01 Oct 2020
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
18 Jun 2020
Reporting date
17 Jun 2020
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
07 Jun 2019
Reporting date
05 Jun 2019
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
18 Jun 2018
Reporting date
15 Jun 2018
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
08 Jun 2018
Reporting date
06 Jun 2018
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
17 Apr 2018
Reporting date
16 Apr 2018
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
16 Feb 2018
Reporting date
15 Feb 2018
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
02 Jan 2018
Reporting date
29 Dec 2017
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
09 Jun 2017
Reporting date
07 Jun 2017
SEC evidence
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4 File 001-36680

FORM 4 SUBMISSION

Filing date
27 Jun 2016
Reporting date
23 Jun 2016
SEC evidence
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