Filer Snapshot

James P. Garcia

CIK 0001710003. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

29

Latest filing

04 Apr 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 BANR. 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.

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13D/G large stake

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

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Source: SEC Forms 3/4/5

4 filed on 04 Apr 2024 for CIK 0001710003.

View Source Filing
Identity
Business address
10 South First Avenue, Walla Walla, WA, 99362
SEC ownership signals
Parsed ownership coverage

Form 3/4/5 holdings value

$975.2K

Estimated from parsed insider ownership filings when values are available.

Filer intelligence

What SEC filings say about James P. Garcia

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 BANR worth $975.2K.

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 1 rows

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

Open

Forms 3/4/5 insider context

BANR

03 Apr 2024 · Executive VP, Banner Bank

$975.2K

Latest update

What changed recently for James P. Garcia

Ownership report updated

Latest ownership report period: 03 Apr 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 Apr 2024

Page type

Ownership filings

Latest period

03 Apr 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 04 Apr 2024.

SEC filing record

CIK 0001710003 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
29
First seen
28 Jun 2017
Latest filing
04 Apr 2024
Entity
Individual

Latest Filings

Showing the latest 12 of 29 SEC filings for James P. Garcia.

4 File 000-26584

PRIMARY DOCUMENT

Filing date
04 Apr 2024
Reporting date
03 Apr 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
02 Apr 2024
Reporting date
01 Apr 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
01 Apr 2024
Reporting date
28 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
27 Mar 2024
Reporting date
26 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
04 Mar 2024
Reporting date
01 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
05 Apr 2023
Reporting date
03 Apr 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
03 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
28 Mar 2023
Reporting date
27 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
27 Mar 2023
Reporting date
24 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
09 Mar 2023
Reporting date
07 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
04 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-26584

PRIMARY DOCUMENT

Filing date
31 Mar 2022
Reporting date
29 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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