Filer Snapshot

James P. Liddy

CIK 0002009899. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

16

Latest filing

29 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 VTN. 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.

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

3 filed on 29 Jan 2024 for CIK 0002009899.

View source filing
Business address
1331 Spring Street, Nw, Suite 2500, Atlanta, GA, 30309

Filer intelligence

What SEC filings say about James P. Liddy

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 VTN worth $0.

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 5 rows

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

Open

Forms 3/4/5 insider context

VTN

18 Jan 2024

$0

IIM

18 Jan 2024

$0

VBF

18 Jan 2024

$0

VKI

18 Jan 2024

$0

Latest update

What changed recently for James P. Liddy

Ownership report updated

Latest ownership report period: 18 Jan 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 Jan 2024

Page type

Ownership filings

Latest period

18 Jan 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 29 Jan 2024.

SEC filing record

CIK 0002009899 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
16
First seen
29 Jan 2024
Latest filing
29 Jan 2024
Entity
Individual

Observed form types

3

Latest Filings

Showing the latest 12 of 16 SEC filings for James P. Liddy.

3 File 811-05845

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-23665

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-23251

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-06591

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-05597

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-06590

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-02090

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-06537

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-07868

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-07398

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-07404

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-06567

FORM 3 SUBMISSION

Filing date
29 Jan 2024
Reporting date
18 Jan 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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