Filer Snapshot

Shirley Ann Edwards

CIK 0001958161. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

2

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

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Largest parsed holding

—

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 0001958161.

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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$1.43M

Reporting-owner positions when a value can be estimated.

Estimated reporting-owner value

$1.43M

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

Largest SEC-reported positions

Largest issuer positions across supported ownership filing types.

SOLV APPN
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
7950 Jones Branch Drive, Mclean, VA, 22102

Filer intelligence

What SEC filings say about Shirley Ann Edwards

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 SOLV worth $980.7K.

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 3 rows

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

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Forms 3/4/5 insider context

SOLV

15 May 2026

$980.7K
Issuer page Owner page

APPN

01 Apr 2026

$454K
Issuer page Owner page

BKR

19 May 2026

Issuer page Owner page

Latest update

What changed recently for Shirley Ann Edwards

Ownership report updated

Latest ownership report period: 19 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 May 2026

Page type

Ownership filings

Latest period

19 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 21 May 2026.

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SEC filing record

CIK 0001958161 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
2
First seen
03 Oct 2023
Latest filing
03 Jan 2024
Entity
Individual

Observed form types

4

Primary evidence

Open SEC filing index Shirley Ann Edwards SEC filings Shirley Ann Edwards owner filings

Latest Filings

Showing the latest 2 of 2 SEC filings for Shirley Ann Edwards.

4

4 filing

Filing date
03 Jan 2024
Reporting date
02 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
03 Oct 2023
Reporting date
02 Oct 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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