Filer Snapshot

Morad Elhafed

CIK 0001869518. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

12

Latest Filing

24 Jan 2025

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 BRZE. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open owner activity Save page

Largest parsed holding

—

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

—

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

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Forms 3/4/5

4 filed on 24 Jan 2025 for CIK 0001869518.

View Source Filing
Identity
Business address
One Marina Park Drive, Suite 1100, Boston, MA, 02210
SEC ownership signals
Filing-backed coverage

Insider holdings value

$87.62M

Parsed Forms 3/4/5 holdings where value can be estimated.

Top ownership positions
BRZE CXM

Filer intelligence

What SEC filings say about Morad Elhafed

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Save filer

Quick read

  • Forms 3/4/5 show insider context for BRZE worth $64.81M.

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 3 rows

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

Open

Forms 3/4/5 insider context

BRZE

12 Jan 2024 · 10% owner

$64.81M
Issuer page Owner page

CXM

12 Jan 2024 · 10% owner

$22.81M
Issuer page Owner page

AMPL

07 Dec 2021 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Morad Elhafed

Ownership report updated

Latest ownership report period: 12 Jan 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Jan 2025

Page type

Ownership filings

Latest period

12 Jan 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 24 Jan 2025.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0001869518 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
12
First seen
29 Jun 2021
Latest filing
24 Jan 2025
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index Morad Elhafed SEC filings Morad Elhafed owner filings

Latest Filings

Showing the latest 12 of 12 SEC filings for Morad Elhafed.

4 File 001-41065

4 filing

Filing date
24 Jan 2025
Reporting date
12 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40528

4 filing

Filing date
02 Jan 2025
Reporting date
12 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40528

FORM 4 SUBMISSION

Filing date
11 Jan 2024
Reporting date
09 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40817

FORM 4 SUBMISSION

Filing date
09 Jan 2024
Reporting date
02 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40528

FORM 4 SUBMISSION

Filing date
03 Jul 2023
Reporting date
24 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41065

FORM 4 SUBMISSION

Filing date
01 Apr 2022
Reporting date
30 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40817

FORM 4 SUBMISSION

Filing date
09 Dec 2021
Reporting date
07 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40528

FORM 4 SUBMISSION

Filing date
24 Nov 2021
Reporting date
22 Nov 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41065

FORM 4 SUBMISSION

Filing date
23 Nov 2021
Reporting date
19 Nov 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-41065

FORM 3 SUBMISSION

Filing date
16 Nov 2021
Reporting date
16 Nov 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-40817

FORM 3 SUBMISSION

Filing date
21 Sep 2021
Reporting date
21 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40528

FORM 4 SUBMISSION

Filing date
29 Jun 2021
Reporting date
25 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .