Filer Snapshot

Lynn Willis

CIK 0002019518. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

4

Latest Filing

10 Jun 2025

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

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Largest parsed holding

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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 10 Jun 2025 for CIK 0002019518.

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Identity
Business address
9800 Richmond Ave, Suite 700, Houston, TX, 77042
SEC ownership signals
Filing-backed coverage

Insider holdings value

$162.4K

Parsed Forms 3/4/5 holdings where value can be estimated.

Top reported ownership holdings
EGY

Filer intelligence

What SEC filings say about Lynn Willis

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 EGY worth $162.4K.

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

EGY

06 Jun 2025 · Chief Accounting Officer

$162.4K
Issuer page Owner page

Latest update

What changed recently for Lynn Willis

Ownership report updated

Latest ownership report period: 06 Jun 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 Jun 2025

Page type

Ownership filings

Latest period

06 Jun 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 10 Jun 2025.

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SEC filing record

CIK 0002019518 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
4
First seen
19 Apr 2024
Latest filing
10 Jun 2025
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index Lynn Willis SEC filings Lynn Willis owner filings

Latest Filings

Recent SEC filings for Lynn Willis with direct links to document and filing folders.

4 File 001-32167

OWNERSHIP DOCUMENT

Filing date
10 Jun 2025
Reporting date
06 Jun 2025
SEC evidence
Open document Open filing
Next action
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4 File 001-32167

OWNERSHIP DOCUMENT

Filing date
06 Jun 2025
Reporting date
05 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-32167

FORM 4

Filing date
10 Jun 2024
Reporting date
06 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-32167

FORM 3

Filing date
19 Apr 2024
Reporting date
10 Apr 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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