Filer Snapshot

Lance Torgerson

CIK 0001735901. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

63

Latest filing

18 Sep 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 CVEO. 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 Schedule 13D/G

SC 13D/A filed on 18 Sep 2023 for CIK 0001735901.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

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$28.04M

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

Forms 3/4/5 position value

3/4/5
$28.04M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

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

CVEO
How 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.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
596 Mcclure Road, Kelowna, British Columbia, Canada, V1W 1H3

Filer intelligence

What SEC filings say about Lance Torgerson

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 CVEO worth $28.04M.

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

CVEO

08 Feb 2023 · 10% owner

$28.04M
Issuer page Owner page

Latest update

What changed recently for Lance Torgerson

Ownership report updated

Latest ownership report period: 08 Feb 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 Feb 2023

Page type

Ownership filings

Latest period

08 Feb 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 10 Feb 2023.

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SEC filing record

CIK 0001735901 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
63
First seen
09 Apr 2018
Latest filing
18 Sep 2023
Entity
Individual

Observed form types

SC 13D/A 4 SC 13D 3

CIK-linked evidence first

Lance Torgerson SEC filings Lance Torgerson owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 63 SEC filings for Lance Torgerson.

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SC 13D/A

SC 13D/A

Filing date
18 Sep 2023
Reporting date
Not listed
SEC evidence
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SC 13D/A

SC 13D/A

Filing date
30 Jun 2023
Reporting date
Not listed
SEC evidence
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SC 13D/A

SC 13D/A

Filing date
10 Feb 2023
Reporting date
Not listed
SEC evidence
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4 File 001-36246

FORM 4 SUBMISSION

Filing date
10 Feb 2023
Reporting date
08 Feb 2023
SEC evidence
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SC 13D/A

SC 13D/A

Filing date
27 Dec 2022
Reporting date
Not listed
SEC evidence
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4 File 001-36246

FORM 4 SUBMISSION

Filing date
27 Dec 2022
Reporting date
23 Dec 2022
SEC evidence
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SC 13D/A

SC 13D/A

Filing date
04 Nov 2022
Reporting date
Not listed
SEC evidence
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4 File 001-36246

FORM 4 SUBMISSION

Filing date
01 Nov 2022
Reporting date
30 Oct 2022
SEC evidence
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SC 13D/A

SC 13D/A

Filing date
16 Aug 2022
Reporting date
Not listed
SEC evidence
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4 File 001-36246

FORM 4 SUBMISSION

Filing date
15 Aug 2022
Reporting date
12 Aug 2022
SEC evidence
Open document Open filing
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SC 13D/A

SC 13D/A

Filing date
07 Apr 2022
Reporting date
Not listed
SEC evidence
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Next action
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4 File 001-36246

FORM 4 SUBMISSION

Filing date
06 Apr 2022
Reporting date
04 Apr 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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