Filer Snapshot

Kerry C. Duggan

CIK 0001861456. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

15

Latest filing

03 Jan 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 PESI. 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 03 Jan 2024 for CIK 0001861456.

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SEC ownership signals 1 signal
SEC ownership summary

Value by filing family

These bars compare separate filing families; do not add them into one ownership total.

Forms 3/4/5 positions$85.9K

Reporting-owner positions when a value can be estimated.

Estimated reporting-owner value

$85.9K

Estimated from parsed Forms 3/4/5 when filings disclose enough data.

Largest SEC-reported positions

Largest issuer positions across supported ownership filing types.

PESI
How to read filing-family values
  • Keep filing families separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 reporting-owner positions are different evidence types.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 identity field
Business address
8302 Dunwoody Place, Suite 250, Atlanta, GA, 30350

Filer intelligence

What SEC filings say about Kerry C. Duggan

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 PESI worth $85.9K.

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

PESI

01 Apr 2026

$85.9K
Issuer page Owner page

Latest update

What changed recently for Kerry C. Duggan

Ownership report updated

Latest ownership report period: 01 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Apr 2026

Page type

Ownership filings

Latest period

01 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Apr 2026.

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SEC filing record

CIK 0001861456 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
15
First seen
12 May 2021
Latest filing
03 Jan 2024
Entity
Individual

Observed form types

3 4

Primary evidence

Open SEC filing index Kerry C. Duggan SEC filings Kerry C. Duggan owner filings

Latest Filings

Showing the latest 12 of 15 SEC filings for Kerry C. Duggan.

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4

4 filing

Filing date
03 Jan 2024
Reporting date
02 Jan 2024
SEC evidence
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4

4 filing

Filing date
03 Oct 2023
Reporting date
02 Oct 2023
SEC evidence
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4

4 filing

Filing date
21 Jul 2023
Reporting date
20 Jul 2023
SEC evidence
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4

4 filing

Filing date
05 Jul 2023
Reporting date
03 Jul 2023
SEC evidence
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4

4 filing

Filing date
04 Apr 2023
Reporting date
03 Apr 2023
SEC evidence
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4

4 filing

Filing date
04 Jan 2023
Reporting date
03 Jan 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
04 Oct 2022
Reporting date
03 Oct 2022
SEC evidence
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4

4 filing

Filing date
22 Jul 2022
Reporting date
21 Jul 2022
SEC evidence
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4

4 filing

Filing date
01 Jul 2022
Reporting date
01 Jul 2022
SEC evidence
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4

4 filing

Filing date
04 Apr 2022
Reporting date
01 Apr 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
04 Jan 2022
Reporting date
03 Jan 2022
SEC evidence
Open document Open filing
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4

4 filing

Filing date
01 Oct 2021
Reporting date
01 Oct 2021
SEC evidence
Open document Open filing
Next action
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