Filer Snapshot

Patrick W. Grady

CIK 0001700423. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

10

Latest filing

04 Aug 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 AMPL. 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 04 Aug 2023 for CIK 0001700423.

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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$34.57M

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

Forms 3/4/5 position value

3/4/5
$34.57M

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.

AMPL OKTA
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
C/O Okta, Inc., 301 Brannan Street 1 St Floor, San Francisco, CA, 94107

Filer intelligence

What SEC filings say about Patrick W. Grady

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 AMPL worth $25.37M.

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

AMPL

12 Jun 2025 · 10% owner

$25.37M
Issuer page Owner page

OKTA

21 Jun 2023

$9.2M
Issuer page Owner page

EMBK

02 Aug 2023 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Patrick W. Grady

Ownership report updated

Latest ownership report period: 12 Jun 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Jun 2025

Page type

Ownership filings

Latest period

12 Jun 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 16 Jun 2025.

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SEC filing record

CIK 0001700423 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
10
First seen
21 Sep 2021
Latest filing
04 Aug 2023
Entity
Individual

Observed form types

3 4

CIK-linked evidence first

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

Latest Filings

Showing the latest 10 of 10 SEC filings for Patrick W. Grady.

4

4 filing

Filing date
04 Aug 2023
Reporting date
02 Aug 2023
SEC evidence
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4

4 filing

Filing date
12 Jun 2023
Reporting date
08 Jun 2023
SEC evidence
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4

4 filing

Filing date
08 Jun 2023
Reporting date
06 Jun 2023
SEC evidence
Open document Open filing
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4

4 filing

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

4 filing

Filing date
28 Sep 2022
Reporting date
09 Jun 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
10 Jun 2022
Reporting date
09 Jun 2022
SEC evidence
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4

4 filing

Filing date
23 Feb 2022
Reporting date
18 Feb 2022
SEC evidence
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3

3 filing

Filing date
19 Nov 2021
Reporting date
10 Nov 2021
SEC evidence
Open document Open filing
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4

4 filing

Filing date
30 Sep 2021
Reporting date
28 Sep 2021
SEC evidence
Open document Open filing
Next action
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3

3 filing

Filing date
21 Sep 2021
Reporting date
21 Sep 2021
SEC evidence
Open document Open filing
Next action
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