Filer Snapshot

Thomas B. Okray

CIK 0001689107. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

3

Latest filing

01 Sep 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 ETN. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Source: SEC Forms 3/4/5

4 filed on 01 Sep 2023 for CIK 0001689107.

View source filing
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$4.71M

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

Forms 3/4/5 position value

3/4/5
$4.71M

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.

ETN FLS NKLA
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
4141 East Broadway Road, Phoenix, AZ, 85040

Filer intelligence

What SEC filings say about Thomas B. Okray

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 ETN worth $3.38M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 4 rows

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

Open

Forms 3/4/5 insider context

ETN

01 Feb 2024

$3.38M

FLS

14 May 2026

$980.3K

NKLA

04 Sep 2024 · Chief Financial Officer

$357.4K

MNRO

12 Aug 2025

Latest update

What changed recently for Thomas B. Okray

Ownership report updated

Latest ownership report period: 14 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Ownership filings

Latest period

14 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 15 May 2026.

SEC filing record

CIK 0001689107 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
3
First seen
12 Apr 2023
Latest filing
01 Sep 2023
Entity
Individual

Observed form types

3 4

Latest Filings

Showing the latest 3 of 3 SEC filings for Thomas B. Okray.

4

4 filing

Filing date
01 Sep 2023
Reporting date
31 Aug 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
30 May 2023
Reporting date
25 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
3

3 filing

Filing date
12 Apr 2023
Reporting date
12 Apr 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .