Filer Snapshot

Brad Taillon

CIK 0002021889. 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

22 Oct 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 OIL. 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/A filed on 22 Oct 2024 for CIK 0002021889.

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Business address
2911 Turtle Creek Blvd, Suite 925, Dallas, TX, 75219

Filer intelligence

What SEC filings say about Brad Taillon

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 OIL.

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

OIL

02 Oct 2024 ยท President and CEO

Issuer page Owner page

Latest update

What changed recently for Brad Taillon

Ownership report updated

Latest ownership report period: 02 Oct 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 Oct 2024

Page type

Ownership filings

Latest period

02 Oct 2024

Ownership context was refreshed from SEC Forms 3/4/5 filed on 07 Oct 2024.

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SEC filing record

CIK 0002021889 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
01 May 2024
Latest filing
22 Oct 2024
Entity
Individual

Observed form types

4/A 4 3

Primary evidence

Open SEC filing index Brad Taillon SEC filings Brad Taillon owner filings

Latest Filings

Showing the latest 4 of 4 SEC filings for Brad Taillon.

4/A File 001-41558

4/A filing

Filing date
22 Oct 2024
Reporting date
29 Apr 2024
SEC evidence
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4 File 001-41558

4 filing

Filing date
07 Oct 2024
Reporting date
02 Oct 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41558

4 filing

Filing date
01 May 2024
Reporting date
29 Apr 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-41558

3 filing

Filing date
01 May 2024
Reporting date
29 Apr 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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