Filer Snapshot

Bruce M. Larson

CIK 0001845164. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

10

Latest filing

15 Feb 2024

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 CG. 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 filing 144

144 filed on 15 Feb 2024 for CIK 0001845164.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
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$16.82M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$16.82M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

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

CG
How 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.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
C/O The Carlyle Group, Suite 220 South, 1001 Pennsylvania Avenue, N.W., Washington, DC, 20004

Filer intelligence

What SEC filings say about Bruce M. Larson

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 CG worth $16.82M.

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 1 rows

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

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Forms 3/4/5 insider context

CG

02 Aug 2023 · Chief Human Resources Officer

$16.82M
Issuer page Owner page

Latest update

What changed recently for Bruce M. Larson

Ownership report updated

Latest ownership report period: 02 Aug 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

03 Aug 2023

Page type

Ownership filings

Latest period

02 Aug 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 03 Aug 2023.

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SEC filing record

CIK 0001845164 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
10
First seen
12 Feb 2021
Latest filing
15 Feb 2024
Entity
Individual

Observed form types

144 4 3

CIK-linked evidence first

Bruce M. Larson SEC filings Bruce M. Larson owner filings Open SEC filing index

Latest Filings

Showing the latest 10 of 10 SEC filings for Bruce M. Larson.

144

144 filing

Filing date
15 Feb 2024
Reporting date
Not listed
SEC evidence
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4 File 001-35538

4

Filing date
03 Aug 2023
Reporting date
02 Aug 2023
SEC evidence
Open document Open filing
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144

144 filing

Filing date
02 Aug 2023
Reporting date
Not listed
SEC evidence
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4 File 001-35538

FORM 4 SUBMISSION

Filing date
09 Feb 2023
Reporting date
07 Feb 2023
SEC evidence
Open document Open filing
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4 File 001-35538

FORM 4 SUBMISSION

Filing date
03 Feb 2023
Reporting date
01 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35538

FORM 4 SUBMISSION

Filing date
02 Aug 2022
Reporting date
01 Aug 2022
SEC evidence
Open document Open filing
Next action
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4 File 001-35538

FORM 4 SUBMISSION

Filing date
10 Feb 2022
Reporting date
08 Feb 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35538

FORM 4 SUBMISSION

Filing date
03 Feb 2022
Reporting date
01 Feb 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35538

FORM 4 SUBMISSION

Filing date
03 Aug 2021
Reporting date
02 Aug 2021
SEC evidence
Open document Open filing
Next action
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3 File 001-35538

FORM 3 SUBMISSION

Filing date
12 Feb 2021
Reporting date
03 Feb 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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