Filer Snapshot

Barbara Sexton

CIK 0001699159. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

8

Latest filing

14 Sep 2021

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 HLNE. 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 14 Sep 2021 for CIK 0001699159.

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SEC ownership signals 1 fact
SEC ownership summary

Parsed filing values

Bars compare filing families separately; they should not be added together as one total.

Forms 3/4/5 positions$57.13M

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 position value

$57.13M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Largest parsed issuer positions across ownership filing types.

HLNE
How to read filing-family values
  • Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 fact
Business address
110 Washington Street, Suite 1300, Conshohocken, PA, 19428

Filer intelligence

What SEC filings say about Barbara Sexton

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 HLNE worth $57.13M.

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

HLNE

10 Sep 2021 · 10% owner

$57.13M
Issuer page Owner page

Latest update

What changed recently for Barbara Sexton

Ownership report updated

Latest ownership report period: 10 Sep 2021. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Sep 2021

Page type

Ownership filings

Latest period

10 Sep 2021

Ownership context was refreshed from SEC Forms 3/4/5 filed on 14 Sep 2021.

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SEC filing record

CIK 0001699159 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
8
First seen
08 Mar 2017
Latest filing
14 Sep 2021
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index Barbara Sexton SEC filings Barbara Sexton owner filings

Latest Filings

Showing the latest 8 of 8 SEC filings for Barbara Sexton.

4 File 001-38021

FORM 4

Filing date
14 Sep 2021
Reporting date
10 Sep 2021
SEC evidence
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Next action
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4 File 001-38021

FORM 4

Filing date
08 Mar 2021
Reporting date
04 Mar 2021
SEC evidence
Open document Open filing
Next action
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4 File 001-38021

FORM 4

Filing date
09 Sep 2020
Reporting date
04 Sep 2020
SEC evidence
Open document Open filing
Next action
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4 File 001-38021

FORM 4

Filing date
09 Jun 2020
Reporting date
05 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-38021

FORM 4

Filing date
16 Sep 2019
Reporting date
12 Sep 2019
SEC evidence
Open document Open filing
Next action
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4 File 001-38021

FORM 4

Filing date
18 Mar 2019
Reporting date
14 Mar 2019
SEC evidence
Open document Open filing
Next action
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4 File 001-38021

FORM 4

Filing date
07 Mar 2018
Reporting date
05 Mar 2018
SEC evidence
Open document Open filing
Next action
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3 File 001-38021

FORM 3

Filing date
08 Mar 2017
Reporting date
06 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
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