Filer Snapshot

David Brian Perez

CIK 0001765355. 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

03 Jun 2025

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
Open reporting owner context
Source: SEC Forms 3/4/5

4 filed on 03 Jun 2025 for CIK 0001765355.

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Business address
12100 6 Th Avenue, Lakewood, CO, 80228
Top ownership issuers
NEO

Filer intelligence

What SEC filings say about David Brian Perez

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 NEO worth $715.6K.

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 2 rows

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

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Forms 3/4/5 insider context

NEO

01 Jun 2025

$715.6K
Issuer page Owner page

OCDX

27 May 2022

Issuer page Owner page

Latest update

What changed recently for David Brian Perez

Ownership report updated

Latest ownership report period: 01 Jun 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Jun 2025

Page type

Ownership filings

Latest period

01 Jun 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 03 Jun 2025.

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SEC filing record

CIK 0001765355 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
25 Jan 2019
Latest filing
03 Jun 2025
Entity
Individual

Observed form types

4 3 3/A

Primary evidence

Open SEC filing index David Brian Perez SEC filings David Brian Perez owner filings

Latest Filings

Recent SEC filings for David Brian Perez with direct links to document and filing folders.

4 File 001-35756

FORM 4

Filing date
03 Jun 2025
Reporting date
01 Jun 2025
SEC evidence
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4 File 001-35756

FORM 4

Filing date
07 May 2025
Reporting date
05 May 2025
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4 File 001-35756

FORM 4

Filing date
13 Aug 2024
Reporting date
10 Aug 2024
SEC evidence
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4 File 001-35756

FORM 4

Filing date
04 Jun 2024
Reporting date
01 Jun 2024
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4 File 001-35756

FORM 4

Filing date
14 Aug 2023
Reporting date
10 Aug 2023
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4 File 001-35756

FORM 4

Filing date
07 Nov 2022
Reporting date
03 Nov 2022
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3 File 001-35756

FORM 3

Filing date
07 Nov 2022
Reporting date
03 Nov 2022
SEC evidence
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4 File 001-39956

FORM 4 SUBMISSION

Filing date
01 Jun 2022
Reporting date
27 May 2022
SEC evidence
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4 File 001-39956

FORM 4 SUBMISSION

Filing date
05 May 2021
Reporting date
03 May 2021
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3 File 001-39956

FORM 3 SUBMISSION

Filing date
27 Jan 2021
Reporting date
27 Jan 2021
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4 File 000-11740

PRIMARY DOCUMENT

Filing date
17 Jun 2020
Reporting date
17 Jun 2020
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4 File 000-11740

PRIMARY DOCUMENT

Filing date
18 Nov 2019
Reporting date
15 Nov 2019
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4 File 000-11740

PRIMARY DOCUMENT

Filing date
07 Nov 2019
Reporting date
07 Nov 2019
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3/A File 000-11740

PRIMARY DOCUMENT

Filing date
17 Jun 2019
Reporting date
23 Jan 2019
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3 File 000-11740

PRIMARY DOCUMENT

Filing date
25 Jan 2019
Reporting date
23 Jan 2019
SEC evidence
Open document Open filing
Next action
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