Filer Snapshot

Samantha McKinney

CIK 0001805570. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

27

Latest filing

01 May 2026

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 CHRD. 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 Forms 3/4/5

4 filed on 01 May 2026 for CIK 0001805570.

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

Filing-family value snapshot

Compare filing families separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Forms 3/4/5 positions$2.91M

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 owner-position value

$2.91M

Estimated only when reporting-owner filings include enough share and price data.

Largest linked issuer positions

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

CHRD AMTB
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths to verify the exact SEC filing behind a value.
Identity Who this page is about. 1 identity field
Business address
4413 Barton Creek Blvd, Austin, TX, 78735

Filer intelligence

What SEC filings say about Samantha McKinney

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 CHRD worth $2.73M.

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 3 rows

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

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Forms 3/4/5 insider context

CHRD

29 Apr 2026

$2.73M
Issuer page Owner page

AMTB

07 Jun 2024

$176.6K
Issuer page Owner page

CEQP

15 Sep 2022

Issuer page Owner page

Latest update

What changed recently for Samantha McKinney

Ownership report updated

Latest ownership report period: 29 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2026

Page type

Ownership filings

Latest period

29 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 01 May 2026.

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SEC filing record

CIK 0001805570 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
27
First seen
09 Mar 2020
Latest filing
01 May 2026
Entity
Individual

Observed form types

4 144 3

CIK-linked evidence first

Samantha McKinney SEC filings Samantha McKinney owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 27 SEC filings for Samantha McKinney.

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4 File 001-34776

FORM 4

Filing date
01 May 2026
Reporting date
29 Apr 2026
SEC evidence
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4 File 001-34776

FORM 4

Filing date
10 Nov 2025
Reporting date
07 Nov 2025
SEC evidence
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4 File 001-34776

FORM 4

Filing date
02 May 2025
Reporting date
30 Apr 2025
SEC evidence
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4 File 001-34776

FORM 4

Filing date
23 Aug 2024
Reporting date
23 Aug 2024
SEC evidence
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4 File 001-38534

FORM 4

Filing date
11 Jun 2024
Reporting date
07 Jun 2024
SEC evidence
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4 File 001-38534

FORM 4

Filing date
10 May 2024
Reporting date
08 May 2024
SEC evidence
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4 File 001-34776

FORM 4

Filing date
03 May 2024
Reporting date
01 May 2024
SEC evidence
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4 File 001-38534

FORM 4

Filing date
09 Jun 2023
Reporting date
07 Jun 2023
SEC evidence
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4 File 001-34776

FORM 4 SUBMISSION

Filing date
02 Jun 2023
Reporting date
01 Jun 2023
SEC evidence
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4 File 001-34776

FORM 4 SUBMISSION

Filing date
04 Apr 2023
Reporting date
03 Apr 2023
SEC evidence
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144

144 filing

Filing date
03 Apr 2023
Reporting date
Not listed
SEC evidence
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4 File 001-34776

FORM 4 SUBMISSION

Filing date
05 Jan 2023
Reporting date
03 Jan 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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