Filer Snapshot

Daniel L. Davis

CIK 0001782557. 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

14 Apr 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 JKSM. 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 14 Apr 2022 for CIK 0001782557.

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Identity
Business address
31 Arbor Walk Ln, Rancho Santa Margarita, CA, 92688
SEC ownership signals
Filing-backed coverage

Insider holdings value

$979.9K

Parsed Forms 3/4/5 holdings where value can be estimated.

Top reported ownership holdings
JKSM

Filer intelligence

What SEC filings say about Daniel L. Davis

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 JKSM worth $979.9K.

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

JKSM

23 Feb 2022 · 10% owner

$979.9K
Issuer page Owner page

Latest update

What changed recently for Daniel L. Davis

Ownership report updated

Latest ownership report period: 23 Feb 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Apr 2022

Page type

Ownership filings

Latest period

23 Feb 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 13 Apr 2022.

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SEC filing record

CIK 0001782557 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
15 Jul 2019
Latest filing
14 Apr 2022
Entity
Individual

Observed form types

SC 13D/A 4 SC 13D 3

Primary evidence

Open SEC filing index Daniel L. Davis SEC filings Daniel L. Davis owner filings

Latest Filings

Recent SEC filings for Daniel L. Davis with direct links to document and filing folders.

SC 13D/A

AMENDMENT TO FORM SC 13D

Filing date
14 Apr 2022
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
13 Apr 2022
Reporting date
23 Feb 2022
SEC evidence
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4 File 001-38966

4 filing

Filing date
05 Nov 2021
Reporting date
01 Nov 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-38966

4 filing

Filing date
01 Nov 2021
Reporting date
26 Oct 2021
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
30 Jun 2021
Reporting date
21 Jun 2021
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
12 Mar 2021
Reporting date
25 Feb 2021
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
11 Mar 2021
Reporting date
25 Feb 2021
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
20 Nov 2020
Reporting date
09 Nov 2020
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
10 Nov 2020
Reporting date
03 Nov 2020
SEC evidence
Open document Open filing
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4 File 001-38966

4 filing

Filing date
06 Aug 2020
Reporting date
21 Jul 2020
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
21 Jul 2020
Reporting date
10 Jul 2020
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
17 Oct 2019
Reporting date
02 Oct 2019
SEC evidence
Open document Open filing
Next action
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4 File 001-38966

4 filing

Filing date
30 Sep 2019
Reporting date
26 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13D

SCHEDULE 13D

Filing date
15 Jul 2019
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-38966

3 filing

Filing date
15 Jul 2019
Reporting date
05 Jul 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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