Filer Snapshot

Marcy S. Klevorn

CIK 0001692367. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

19

Latest filing

03 Jan 2024

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 NTRS. 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 03 Jan 2024 for CIK 0001692367.

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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$2.01M

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

Forms 3/4/5 position value

3/4/5
$2.01M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

NTRS HUM CRNC
How 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.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
Humana Inc., 500 W Main St., Louisville, KY, 40202

Filer intelligence

What SEC filings say about Marcy S. Klevorn

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 NTRS worth $1.88M.

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 3 rows

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

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Forms 3/4/5 insider context

NTRS

21 Apr 2026

$1.88M
Issuer page Owner page

HUM

31 Dec 2025

$129.9K
Issuer page Owner page

CRNC

12 Feb 2026

$354
Issuer page Owner page

Latest update

What changed recently for Marcy S. Klevorn

Ownership report updated

Latest ownership report period: 21 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 Apr 2026

Page type

Ownership filings

Latest period

21 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 23 Apr 2026.

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SEC filing record

CIK 0001692367 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
19
First seen
02 Jul 2021
Latest filing
03 Jan 2024
Entity
Individual

Observed form types

3 4

CIK-linked evidence first

Marcy S. Klevorn SEC filings Marcy S. Klevorn owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 19 SEC filings for Marcy S. Klevorn.

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4

4 filing

Filing date
03 Jan 2024
Reporting date
01 Jan 2024
SEC evidence
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4

4 filing

Filing date
03 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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4

4 filing

Filing date
03 Oct 2023
Reporting date
01 Oct 2023
SEC evidence
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4

4 filing

Filing date
05 Jul 2023
Reporting date
01 Jul 2023
SEC evidence
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4

4 filing

Filing date
05 Jun 2023
Reporting date
01 Jun 2023
SEC evidence
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3

3 filing

Filing date
05 Jun 2023
Reporting date
01 Jun 2023
SEC evidence
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4

4 filing

Filing date
27 Apr 2023
Reporting date
25 Apr 2023
SEC evidence
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4

4 filing

Filing date
04 Apr 2023
Reporting date
01 Apr 2023
SEC evidence
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4

4 filing

Filing date
04 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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4

4 filing

Filing date
04 Jan 2023
Reporting date
01 Jan 2023
SEC evidence
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4

4 filing

Filing date
04 Oct 2022
Reporting date
01 Oct 2022
SEC evidence
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4

4 filing

Filing date
05 Jul 2022
Reporting date
01 Jul 2022
SEC evidence
Open document Open filing
Next action
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