Entity type
Individual
Filer Snapshot
Richard William Scalzo
CIK 0001789545. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
12
Latest filing
20 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 DYN. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
—
No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
—
Populates from the latest parsed 13F information table.
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
DYN
11 Mar 2025 · $1.39M
Open owner pageSave this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Source: SEC Forms 3/4/5
View source filing
4 filed on 20 Sep 2023 for CIK 0001789545.
- 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$1.76MReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$1.76MEstimated 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.
DYN CBIOHow 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
- 25 Alberta Lane, Holliston, MA, 01746
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 Richard William Scalzo
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 DYN worth $1.39M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
DYN
11 Mar 2025 · SVP, Head of Finance & Admin.
CBIO
22 Jun 2026 · Chief Financial Officer
Latest update
What changed recently for Richard William Scalzo
Latest ownership report period: 22 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
23 Jun 2026
Page type
Ownership filings
Latest period
22 Jun 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 23 Jun 2026.
SEC filing record
CIK 0001789545 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
12
First seen
22 Sep 2021
Latest filing
20 Sep 2023
Entity
Individual
Observed form types
4
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 12 SEC filings for Richard William Scalzo.
4
4 filing
- Filing date
- 20 Sep 2023
- Reporting date
- 18 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 15 Jun 2023
- Reporting date
- 13 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 15 Mar 2023
- Reporting date
- 14 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 13 Dec 2022
- Reporting date
- 09 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 21 Sep 2022
- Reporting date
- 20 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 15 Sep 2022
- Reporting date
- 15 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 13 Jul 2022
- Reporting date
- 11 Jul 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 06 Jul 2022
- Reporting date
- 05 Jul 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 15 Jun 2022
- Reporting date
- 14 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 14 Mar 2022
- Reporting date
- 11 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 14 Dec 2021
- Reporting date
- 10 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 22 Sep 2021
- Reporting date
- 20 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing