Filer Snapshot

Kyle L. Marshall

CIK 0001832414. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

7

Latest filing

01 Nov 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 DRVN. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 01 Nov 2023 for CIK 0001832414.

View Source Filing
Identity
Business address
440 S. Church Street, Suite 700, Charlotte, NC, 28202
SEC ownership signals
Parsed ownership coverage

Form 3/4/5 holdings value

$3.53M

Estimated from parsed insider ownership filings when values are available.

Filer intelligence

What SEC filings say about Kyle L. Marshall

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 DRVN worth $3.53M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

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

Open

Forms 3/4/5 insider context

DRVN

30 Oct 2023 · President, Platform Services

$3.53M

Latest update

What changed recently for Kyle L. Marshall

Ownership report updated

Latest ownership report period: 30 Oct 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 Nov 2023

Page type

Ownership filings

Latest period

30 Oct 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 01 Nov 2023.

SEC filing record

CIK 0001832414 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
14 Jan 2021
Latest filing
01 Nov 2023
Entity
Individual

Latest Filings

Showing the latest 7 of 7 SEC filings for Kyle L. Marshall.

4 File 001-39898

4

Filing date
01 Nov 2023
Reporting date
30 Oct 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
24 Mar 2023
Reporting date
22 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
02 Mar 2023
Reporting date
02 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
24 Mar 2022
Reporting date
22 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
19 Jan 2021
Reporting date
19 Jan 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
15 Jan 2021
Reporting date
14 Jan 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-39898

OWNERSHIP DOCUMENT

Filing date
14 Jan 2021
Reporting date
14 Jan 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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