Filer Snapshot

Jason Earl Berkey

CIK 0001721409. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

13

Latest filing

03 Mar 2022

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 STFC. 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 03 Mar 2022 for CIK 0001721409.

View Source Filing
Business address
518 East Broad St., Columbus, OH, 43215

Filer intelligence

What SEC filings say about Jason Earl Berkey

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 STFC.

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

STFC

01 Mar 2022 ยท Senior Vice President

Latest update

What changed recently for Jason Earl Berkey

Ownership report updated

Latest ownership report period: 01 Mar 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Mar 2022

Page type

Ownership filings

Latest period

01 Mar 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 03 Mar 2022.

SEC filing record

CIK 0001721409 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
13
First seen
13 Nov 2017
Latest filing
03 Mar 2022
Entity
Individual

Latest Filings

Showing the latest 12 of 13 SEC filings for Jason Earl Berkey.

4 File 000-19289

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
03 Mar 2022
Reporting date
01 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
24 Nov 2021
Reporting date
23 Nov 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
15 Nov 2021
Reporting date
12 Nov 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
10 Nov 2021
Reporting date
09 Nov 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

PRIMARY DOCUMENT

Filing date
25 Feb 2021
Reporting date
24 Feb 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

PRIMARY DOCUMENT

Filing date
04 Dec 2020
Reporting date
02 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

PRIMARY DOCUMENT

Filing date
17 Sep 2020
Reporting date
16 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

PRIMARY DOCUMENT

Filing date
06 Jul 2020
Reporting date
01 Jul 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

PRIMARY DOCUMENT

Filing date
09 Mar 2020
Reporting date
06 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

PRIMARY DOCUMENT

Filing date
15 May 2018
Reporting date
11 May 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
4/A File 000-19289

PRIMARY DOCUMENT

Filing date
05 Mar 2018
Reporting date
01 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 000-19289

PRIMARY DOCUMENT

Filing date
02 Mar 2018
Reporting date
01 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
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