Filer Snapshot

Patrick Shay Malone

CIK 0001954722. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

11

Latest filing

16 Jul 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 DC. 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 16 Jul 2025 for CIK 0001954722.

View source filing
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$2.17M

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

Forms 3/4/5 position value

3/4/5
$2.17M

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

Largest linked holdings

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

DC HL
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
106 Glendale Drive, Suite A, Lead, SD, 57754

Filer intelligence

What SEC filings say about Patrick Shay Malone

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 DC worth $1.09M.

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 2 rows

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

Open

Forms 3/4/5 insider context

DC

01 Mar 2025 · CHIEF LEGAL OFFICER

$1.09M

HL

15 Jul 2025 · VP - Sustainability

$1.08M

Latest update

What changed recently for Patrick Shay Malone

Ownership report updated

Latest ownership report period: 15 Jul 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Jul 2025

Page type

Ownership filings

Latest period

15 Jul 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 16 Jul 2025.

SEC filing record

CIK 0001954722 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
11
First seen
21 Nov 2022
Latest filing
16 Jul 2025
Entity
Individual

Observed form types

4 3 144

Latest Filings

Showing the latest 11 of 11 SEC filings for Patrick Shay Malone.

4 File 001-08491

PRIMARY DOCUMENT

Filing date
16 Jul 2025
Reporting date
15 Jul 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-08491

PRIMARY DOCUMENT

Filing date
25 Jun 2025
Reporting date
23 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-08491

PRIMARY DOCUMENT

Filing date
08 Apr 2025
Reporting date
07 Apr 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41349

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
05 Mar 2025
Reporting date
01 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41349

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
15 Jul 2024
Reporting date
11 Jul 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
144

144 filing

Filing date
11 Jul 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41349

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
05 Mar 2024
Reporting date
01 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41349

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
12 May 2023
Reporting date
11 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41349

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
03 Mar 2023
Reporting date
01 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41349

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
21 Nov 2022
Reporting date
18 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-41349

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
21 Nov 2022
Reporting date
14 Nov 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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