Filer Snapshot

Jeffrey R. Geygan

CIK 0001733547. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

15

Latest filing

21 Nov 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 CLMB. 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 21 Nov 2023 for CIK 0001733547.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Ownership evidence

SEC filing family snapshot

These bars compare visible SEC-reported value by filing family. They should be read side by side, not added into one ownership total.

Forms 3/4/5 positions$13.84M

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

Estimated owner position value

3/4/5
$13.84M

Estimated from parsed Forms 3/4/5 when the filing includes enough shares and price data.

Largest linked issuer positions

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

CLMB RMCF
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions are different SEC disclosure regimes.
  • Open the linked research path when you need the filing behind a value.
Identity Who this page is about. 1 identity field
Business address
1433 N Water Street, Suite 549, Milwaukee, WI, 53202

Filer intelligence

What SEC filings say about Jeffrey R. Geygan

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 CLMB worth $9.95M.

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 3 rows

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

Open

Forms 3/4/5 insider context

CLMB

18 Jun 2024

$9.95M

RMCF

16 Jan 2026 · Interim CEO · 10% owner

$3.9M

DETX

22 Apr 2026

Latest update

What changed recently for Jeffrey R. Geygan

Ownership report updated

Latest ownership report period: 16 Jan 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

22 Jan 2026

Page type

Ownership filings

Latest period

16 Jan 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 22 Jan 2026.

SEC filing record

CIK 0001733547 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
15
First seen
13 May 2021
Latest filing
21 Nov 2023
Entity
Individual

Latest Filings

Showing the latest 12 of 15 SEC filings for Jeffrey R. Geygan.

4

4 filing

Filing date
21 Nov 2023
Reporting date
17 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
16 Nov 2023
Reporting date
14 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
13 Nov 2023
Reporting date
08 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
08 Nov 2023
Reporting date
06 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
06 Nov 2023
Reporting date
02 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
23 Aug 2023
Reporting date
21 Aug 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
22 Aug 2023
Reporting date
18 Aug 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
14 Aug 2023
Reporting date
10 Aug 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
22 May 2023
Reporting date
18 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
25 Aug 2022
Reporting date
23 Aug 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 Aug 2022
Reporting date
02 Aug 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
15 Jun 2022
Reporting date
13 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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