Filer Snapshot

Joan M. Herman

CIK 0001717123. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

16

Latest Filing

29 May 2026

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 PAYS. 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 29 May 2026 for CIK 0001717123.

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Identity
Business address
2615 St. Rose Parkway, Henderson, NV, 89052
SEC ownership signals
Filing-backed coverage

Insider holdings value

$5.71M

Parsed Forms 3/4/5 holdings where value can be estimated.

Top reported ownership holdings
PAYS

Filer intelligence

What SEC filings say about Joan M. Herman

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 PAYS worth $5.71M.

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

PAYS

26 May 2026 · EVP, Operations

$5.71M
Issuer page Owner page

Latest update

What changed recently for Joan M. Herman

Ownership report updated

Latest ownership report period: 26 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 May 2026

Page type

Ownership filings

Latest period

26 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 29 May 2026.

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SEC filing record

CIK 0001717123 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
16
First seen
16 Oct 2017
Latest filing
29 May 2026
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index Joan M. Herman SEC filings Joan M. Herman owner filings

Latest Filings

Recent SEC filings for Joan M. Herman with direct links to document and filing folders.

4 File 001-38623

4 filing

Filing date
29 May 2026
Reporting date
26 May 2026
SEC evidence
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4 File 001-38623

4 filing

Filing date
14 May 2026
Reporting date
13 May 2026
SEC evidence
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4 File 001-38623

4 filing

Filing date
06 May 2026
Reporting date
04 May 2026
SEC evidence
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4 File 001-38623

4 filing

Filing date
26 Sep 2025
Reporting date
07 May 2025
SEC evidence
Open document Open filing
Next action
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4 File 001-38623

4 filing

Filing date
04 Aug 2025
Reporting date
31 Jul 2025
SEC evidence
Open document Open filing
Next action
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4 File 001-38623

4 filing

Filing date
06 Aug 2024
Reporting date
05 Aug 2024
SEC evidence
Open document Open filing
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4 File 001-38623

4 filing

Filing date
02 Aug 2024
Reporting date
31 Jul 2024
SEC evidence
Open document Open filing
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4 File 001-38623

4 filing

Filing date
07 Aug 2023
Reporting date
03 Aug 2023
SEC evidence
Open document Open filing
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4 File 001-38623

4 filing

Filing date
03 Aug 2023
Reporting date
31 Jul 2023
SEC evidence
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4 File 001-38623

4 filing

Filing date
13 Sep 2021
Reporting date
09 Sep 2021
SEC evidence
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4 File 001-38623

4 filing

Filing date
08 Sep 2021
Reporting date
03 Sep 2021
SEC evidence
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4 File 001-38623

4 filing

Filing date
03 Nov 2020
Reporting date
23 Mar 2020
SEC evidence
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4 File 001-38623

4 filing

Filing date
29 Oct 2020
Reporting date
04 Sep 2020
SEC evidence
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4 File 001-38623

4 filing

Filing date
06 Sep 2019
Reporting date
04 Sep 2019
SEC evidence
Open document Open filing
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4 File 001-38623

4 filing

Filing date
07 Dec 2018
Reporting date
05 Dec 2018
SEC evidence
Open document Open filing
Next action
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3 File 000-54123

OWNERSHIP DOCUMENT

Filing date
16 Oct 2017
Reporting date
09 Oct 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
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