Entity type
Individual
Filer Snapshot
Brian Margulies
CIK 0001802777. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
7
Latest filing
09 Jun 2025
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 FTAIX. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
FTAIX
30 May 2025
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Source: SEC Forms 3/4/5
View source filing
3 filed on 09 Jun 2025 for CIK 0001802777.
- Business address
- 1345 Avenue Of Americas, 48 Th Floor, New York, NY, 10105
Filer intelligence
What SEC filings say about Brian Margulies
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 FTAIX.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
FTAIX
30 May 2025
FERLX
27 Mar 2025
FSLF
22 Dec 2021 ยท Head of Finance, SVP&Treasurer
Latest update
What changed recently for Brian Margulies
Latest ownership report period: 30 May 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
09 Jun 2025
Page type
Ownership filings
Latest period
30 May 2025
Ownership context was refreshed from SEC Forms 3/4/5 filed on 09 Jun 2025.
SEC filing record
CIK 0001802777 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
7
First seen
10 Feb 2020
Latest filing
09 Jun 2025
Entity
Individual
Observed form types
3
4
CIK-linked evidence first
Latest Filings
Showing the latest 7 of 7 SEC filings for Brian Margulies.
3
File 811-24039
3 filing
- Filing date
- 09 Jun 2025
- Reporting date
- 30 May 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-23925
3 filing
- Filing date
- 14 May 2025
- Reporting date
- 27 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 811-22874
FORM 4 SUBMISSION
- Filing date
- 27 Dec 2021
- Reporting date
- 22 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-23592
FORM 3 SUBMISSION
- Filing date
- 24 Sep 2020
- Reporting date
- 14 Sep 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-22874
FORM 3 SUBMISSION
- Filing date
- 10 Feb 2020
- Reporting date
- 31 Jan 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 811-22839
FORM 3 SUBMISSION
- Filing date
- 10 Feb 2020
- Reporting date
- 31 Jan 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 814-00789
FORM 3 SUBMISSION
- Filing date
- 10 Feb 2020
- Reporting date
- 31 Jan 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing