Filer Snapshot

Robert Schaefer

CIK 0001916675. 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

20 Mar 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 STEM. 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 20 Mar 2024 for CIK 0001916675.

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SEC ownership signals 1 fact
SEC ownership summary

Filing-value scale

Bars compare parsed values by filing family; they are not one combined total.

Forms 3/4/5 positions$3.45M

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 position value

$3.45M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Top parsed positions across ownership filing types.

STEM
How to read these values
  • Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 fact
Business address
100 California Street, San Francisco, CA, 94111

Filer intelligence

What SEC filings say about Robert Schaefer

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 STEM worth $3.45M.

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

STEM

19 Mar 2024 · President, Transformational

$3.45M
Issuer page Owner page

Latest update

What changed recently for Robert Schaefer

Ownership report updated

Latest ownership report period: 19 Mar 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Mar 2024

Page type

Ownership filings

Latest period

19 Mar 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 20 Mar 2024.

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SEC filing record

CIK 0001916675 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
14 Mar 2022
Latest filing
20 Mar 2024
Entity
Individual

Observed form types

4 144 3

Primary evidence

Open SEC filing index Robert Schaefer SEC filings Robert Schaefer owner filings

Latest Filings

Showing the latest 12 of 15 SEC filings for Robert Schaefer.

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4 File 001-39455

FORM 4

Filing date
20 Mar 2024
Reporting date
19 Mar 2024
SEC evidence
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144

144 filing

Filing date
20 Mar 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
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144

144 filing

Filing date
19 Mar 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4 File 001-39455

FORM 4

Filing date
12 Mar 2024
Reporting date
08 Mar 2024
SEC evidence
Open document Open filing
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144

144 filing

Filing date
08 Mar 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4 File 001-39455

FORM 4

Filing date
05 Mar 2024
Reporting date
01 Mar 2024
SEC evidence
Open document Open filing
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144

144 filing

Filing date
04 Mar 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4 File 001-39455

FORM 4

Filing date
20 Feb 2024
Reporting date
15 Feb 2024
SEC evidence
Open document Open filing
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144

144 filing

Filing date
16 Feb 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4 File 001-39455

FORM 4

Filing date
17 Mar 2023
Reporting date
15 Mar 2023
SEC evidence
Open document Open filing
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4 File 001-39455

FORM 4

Filing date
13 Mar 2023
Reporting date
09 Mar 2023
SEC evidence
Open document Open filing
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4 File 001-39455

FORM 4

Filing date
03 Mar 2023
Reporting date
01 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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