Filer Snapshot

Adam J. Katz

CIK 0002014762. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

7

Latest filing

01 May 2026

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 B. 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

4 filed on 01 May 2026 for CIK 0002014762.

View source filing
Business address
C/O Irenic Capital Management Lp, 767 Fifth Avenue, 15 Th Floor, New York, NY, 10153

Filer intelligence

What SEC filings say about Adam J. Katz

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 B 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 2 rows

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

Open

Forms 3/4/5 insider context

B

27 Jan 2025

$0

IACQ

01 May 2026 · Chief Executive Officer

Latest update

What changed recently for Adam J. Katz

Ownership report updated

Latest ownership report period: 27 Jan 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 Jan 2025

Page type

Ownership filings

Latest period

27 Jan 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 29 Jan 2025.

SEC filing record

CIK 0002014762 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
7
First seen
14 Mar 2024
Latest filing
01 May 2026
Entity
Individual

Observed form types

4 3

Latest Filings

Showing the latest 7 of 7 SEC filings for Adam J. Katz.

4 File 001-43248

OWNERSHIP DOCUMENT

Filing date
01 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-43248

OWNERSHIP DOCUMENT

Filing date
29 Apr 2026
Reporting date
27 Apr 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-43248

OWNERSHIP DOCUMENT

Filing date
27 Apr 2026
Reporting date
27 Apr 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-04801

4 filing

Filing date
29 Jan 2025
Reporting date
27 Jan 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-04801

4 filing

Filing date
06 May 2024
Reporting date
03 May 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-04801

OWNERSHIP DOCUMENT

Filing date
21 Mar 2024
Reporting date
20 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-04801

OWNERSHIP DOCUMENT

Filing date
14 Mar 2024
Reporting date
05 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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