Filer Snapshot

William James Wartinbee III

CIK 0001964065. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

9

Latest filing

17 Nov 2023

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 IT. 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 17 Nov 2023 for CIK 0001964065.

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Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Forms 3/4/5 positions$1.44M

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 position value

$1.44M

Estimated only when owner filings include enough share and price data.

Largest linked SEC positions

Largest issuer positions found across parsed 13F, 13D/G, and Forms 3/4/5 data.

IT
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
56 Top Gallant Road, Stamford, CT, 06902

Filer intelligence

What SEC filings say about William James Wartinbee III

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 IT worth $1.44M.

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

IT

09 Feb 2026 · EVP, Global Sales&Serv Ops

$1.44M
Issuer page Owner page

Latest update

What changed recently for William James Wartinbee III

Ownership report updated

Latest ownership report period: 09 Feb 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

11 Feb 2026

Page type

Ownership filings

Latest period

09 Feb 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 11 Feb 2026.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0001964065 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
9
First seen
07 Feb 2023
Latest filing
17 Nov 2023
Entity
Individual

Observed form types

3 4

CIK-linked evidence first

William James Wartinbee III SEC filings William James Wartinbee III owner filings Open SEC filing index

Latest Filings

Showing the latest 9 of 9 SEC filings for William James Wartinbee III.

4

4 filing

Filing date
17 Nov 2023
Reporting date
15 Nov 2023
SEC evidence
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4

4 filing

Filing date
13 Nov 2023
Reporting date
09 Nov 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
18 Sep 2023
Reporting date
15 Sep 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
24 May 2023
Reporting date
22 May 2023
SEC evidence
Open document Open filing
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4

4 filing

Filing date
18 May 2023
Reporting date
16 May 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
13 Feb 2023
Reporting date
09 Feb 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
10 Feb 2023
Reporting date
09 Feb 2023
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
07 Feb 2023
Reporting date
05 Feb 2023
SEC evidence
Open document Open filing
Next action
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3

3 filing

Filing date
07 Feb 2023
Reporting date
02 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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