Filer Snapshot

Melissa B. Epperly

CIK 0001807359. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

57

Latest filing

21 Apr 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 ZNTL. 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 21 Apr 2026 for CIK 0001807359.

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Identity
Business address
101 West Hampton Road, Philadelphia, PA, 19118
SEC ownership signals
Parsed ownership coverage

Form 3/4/5 holdings value

$5.62M

Estimated from parsed insider ownership filings when values are available.

Top disclosed positions
ZNTL ROIV

Filer intelligence

What SEC filings say about Melissa B. Epperly

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 ZNTL worth $5.16M.

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 4 rows

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

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Forms 3/4/5 insider context

ZNTL

12 Feb 2024 · Chief Financial Officer

$5.16M
Issuer page Owner page

ROIV

17 Apr 2026

$456.3K
Issuer page Owner page

NAUT

23 Jun 2025

Issuer page Owner page

KNTE

03 Apr 2024

Issuer page Owner page

Latest update

What changed recently for Melissa B. Epperly

Ownership report updated

Latest ownership report period: 17 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 Apr 2026

Page type

Ownership filings

Latest period

17 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 21 Apr 2026.

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SEC filing record

CIK 0001807359 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
57
First seen
03 Apr 2020
Latest filing
21 Apr 2026
Entity
Individual

Observed form types

4 144 3

Primary evidence

Open SEC filing index Melissa B. Epperly SEC filings Melissa B. Epperly owner filings

Latest Filings

Showing the latest 12 of 57 SEC filings for Melissa B. Epperly.

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4 File 001-40782

FORM 4

Filing date
21 Apr 2026
Reporting date
17 Apr 2026
SEC evidence
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4 File 001-40782

FORM 4

Filing date
18 Mar 2026
Reporting date
16 Mar 2026
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144

144 filing

Filing date
16 Mar 2026
Reporting date
Not listed
SEC evidence
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4 File 001-40782

FORM 4

Filing date
22 Jan 2026
Reporting date
20 Jan 2026
SEC evidence
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4 File 001-40782

FORM 4

Filing date
22 Oct 2025
Reporting date
20 Oct 2025
SEC evidence
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4 File 001-40782

FORM 4

Filing date
12 Sep 2025
Reporting date
10 Sep 2025
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4 File 001-40782

FORM 4

Filing date
21 Jul 2025
Reporting date
17 Jul 2025
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4 File 001-39434

FORM 4

Filing date
25 Jun 2025
Reporting date
23 Jun 2025
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4 File 001-40782

FORM 4

Filing date
21 Apr 2025
Reporting date
17 Apr 2025
SEC evidence
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4 File 001-40782

FORM 4

Filing date
27 Jan 2025
Reporting date
23 Jan 2025
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4 File 001-40782

FORM 4

Filing date
23 Oct 2024
Reporting date
21 Oct 2024
SEC evidence
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4 File 001-40782

FORM 4

Filing date
16 Sep 2024
Reporting date
12 Sep 2024
SEC evidence
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