Filer Snapshot

W. Patrick Ash

CIK 0001673454. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

26

Latest filing

21 Oct 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 AR. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

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 21 Oct 2022 for CIK 0001673454.

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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$32.63M

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

Forms 3/4/5 position value

3/4/5
$32.63M

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.

AR AM
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
400 N. Sam Houston Parkway E. Suite 1200, Houston, TX, 77060

Filer intelligence

What SEC filings say about W. Patrick Ash

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 AR worth $27.21M.

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 2 rows

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

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Forms 3/4/5 insider context

AR

19 Oct 2022 · See Remarks

$27.21M
Issuer page Owner page

AM

15 Apr 2022 · See Remarks

$5.43M
Issuer page Owner page

Latest update

What changed recently for W. Patrick Ash

Ownership report updated

Latest ownership report period: 19 Oct 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 Oct 2022

Page type

Ownership filings

Latest period

19 Oct 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 21 Oct 2022.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0001673454 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
26
First seen
02 May 2016
Latest filing
21 Oct 2022
Entity
Individual

Observed form types

4 3

CIK-linked evidence first

W. Patrick Ash SEC filings W. Patrick Ash owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 26 SEC filings for W. Patrick Ash.

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4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
21 Oct 2022
Reporting date
19 Oct 2022
SEC evidence
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Next action
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4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
03 Aug 2022
Reporting date
01 Aug 2022
SEC evidence
Open document Open filing
Next action
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4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
09 May 2022
Reporting date
05 May 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
21 Apr 2022
Reporting date
20 Apr 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-38075

OWNERSHIP DOCUMENT

Filing date
19 Apr 2022
Reporting date
15 Apr 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
19 Apr 2022
Reporting date
15 Apr 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-38075

OWNERSHIP DOCUMENT

Filing date
24 Jan 2022
Reporting date
20 Jan 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
24 Jan 2022
Reporting date
20 Jan 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-38075

OWNERSHIP DOCUMENT

Filing date
19 Jan 2022
Reporting date
15 Jan 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
19 Jan 2022
Reporting date
15 Jan 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-38075

OWNERSHIP DOCUMENT

Filing date
19 Apr 2021
Reporting date
15 Apr 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36120

OWNERSHIP DOCUMENT

Filing date
19 Apr 2021
Reporting date
15 Apr 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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