Entity type
Individual
Filer Snapshot
David Leslie Adams
CIK 0001730500. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
17
Latest filing
25 May 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 CDLX. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
CDLX
23 May 2023 ยท $247.2K
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Source: SEC Forms 3/4/5
View source filing
4 filed on 25 May 2023 for CIK 0001730500.
- Parsed SEC ownership signals
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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$247.2KReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$247.2KEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Source: Forms 3/4/5Confidence: Estimated when price data is availableLargest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
CDLXHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 675 Ponce De Leon Avenue Ne, 6000, Atlanta, GA, 30308
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
Filer intelligence
What SEC filings say about David Leslie Adams
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 CDLX worth $247.2K.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
CDLX
23 May 2023
Latest update
What changed recently for David Leslie Adams
Latest ownership report period: 23 May 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
25 May 2023
Page type
Ownership filings
Latest period
23 May 2023
Ownership context was refreshed from SEC Forms 3/4/5 filed on 25 May 2023.
SEC filing record
CIK 0001730500 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
17
First seen
08 Feb 2018
Latest filing
25 May 2023
Entity
Individual
Observed form types
4
3
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 17 SEC filings for David Leslie Adams.
4
File 001-38386
FORM 4 SUBMISSION
- Filing date
- 25 May 2023
- Reporting date
- 23 May 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 24 May 2022
- Reporting date
- 21 May 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 03 Jun 2021
- Reporting date
- 02 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 27 May 2021
- Reporting date
- 21 May 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 16 Nov 2020
- Reporting date
- 13 Nov 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 26 Jun 2020
- Reporting date
- 25 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 04 Jun 2020
- Reporting date
- 02 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 02 Jun 2020
- Reporting date
- 29 May 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 28 May 2020
- Reporting date
- 27 May 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 06 Apr 2020
- Reporting date
- 04 Apr 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4
- Filing date
- 03 Dec 2019
- Reporting date
- 02 Dec 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-38386
FORM 4 SUBMISSION
- Filing date
- 26 Jun 2019
- Reporting date
- 25 Jun 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing