Filer Snapshot

Lisa A. Potok SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0002003131.

Entity Type

Individual

Total Filings

3

Latest Filing

15 Jan 2026

Industry

n/a

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Go to latest filings table Open reporting owner context
Source: SEC Forms 3/4/5

4 filed on 15 Jan 2026 for CIK 0002003131.

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Business address
5660 Eastgate Dr., San Diego, CA, 92121
Top holdings (ownership)
BEEM

Quick Takeaways

  • Lisa A. Potok is an SEC filer tracked under CIK 0002003131.
  • 3 filings are listed on this profile.
  • Common form coverage includes 4, 3.

What Changed

  • Latest filing: 4 filed on 15 Jan 2026.
  • Report period: 13 Jan 2026.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Forms 3/4/5

4 filed on 15 Jan 2026 for CIK 0002003131.

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Return Loop

Why revisit this filer page

A newly filed 4 can change the filing history, ownership context, or next research path for Lisa A. Potok.

Latest source-backed update
4 filed 15 Jan 2026
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Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 4 filed 15 Jan 2026.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Lisa A. Potok

Ownership report updated

Latest ownership report period: 13 Jan 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Jan 2026

Page type

Ownership filings

Latest period

13 Jan 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 15 Jan 2026.

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Filer Overview

Lisa A. Potok has filed 3 SEC EDGAR filings since 06 Dec 2023. Common forms include 4, 3.

Reporting owner transactions Latest 13F filings

Latest Filings

Recent SEC filings for Lisa A. Potok with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
4 Open 4 document View SEC filing for 4 PRIMARY DOCUMENT 15 Jan 2026 13 Jan 2026 001-38868
4 Open 4 document View SEC filing for 4 PRIMARY DOCUMENT 08 Aug 2024 04 Dec 2023 001-38868
3 Open 3 document View SEC filing for 3 PRIMARY DOCUMENT 06 Dec 2023 04 Dec 2023 001-38868

About this filer

Lisa A. Potok files with the SEC under CIK 0002003131. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.