Filer Snapshot

Daniel J. Groman

CIK 0002040373. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

9

Latest filing

31 Mar 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 WD. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open owner activity Save page

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.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Forms 3/4/5

4 filed on 31 Mar 2026 for CIK 0002040373.

View Source Filing
SEC ownership signals 1 signal
Ownership intelligence snapshot

Value by filing family

These bars compare separate filing families; do not add them into one ownership total.

Forms 3/4/5 positions$1.38M

Reporting-owner positions when a value can be estimated.

Forms 3/4/5 owner value

$1.38M

Estimated from parsed Forms 3/4/5 when filings disclose enough data.

Largest SEC-reported positions

Largest issuer positions across supported ownership filing types.

WD
How to read filing-family values
  • Keep filing families separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 reporting-owner positions are different evidence types.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 identity field
Business address
C/O Walker & Dunlop, Inc., 7272 Wisconsin Avenue, Suite 1300, Bethesda, MD, 20814

Filer intelligence

What SEC filings say about Daniel J. Groman

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Save filer

Quick read

  • Forms 3/4/5 show insider context for WD worth $1.38M.

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 1 rows

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

Open

Forms 3/4/5 insider context

WD

27 Mar 2026 · EVP, GC, Secretary & CCO

$1.38M
Issuer page Owner page

Latest update

What changed recently for Daniel J. Groman

Ownership report updated

Latest ownership report period: 27 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

31 Mar 2026

Page type

Ownership filings

Latest period

27 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 31 Mar 2026.

Open ownership filings Browse recent public updates

SEC filing record

CIK 0002040373 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
9
First seen
18 Nov 2024
Latest filing
31 Mar 2026
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index Daniel J. Groman SEC filings Daniel J. Groman owner filings

Latest Filings

Showing the latest 9 of 9 SEC filings for Daniel J. Groman.

4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
31 Mar 2026
Reporting date
27 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
18 Feb 2026
Reporting date
13 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
09 Dec 2025
Reporting date
05 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
09 Sep 2025
Reporting date
05 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
02 Jun 2025
Reporting date
29 May 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
18 Mar 2025
Reporting date
14 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
19 Feb 2025
Reporting date
14 Feb 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-35000

OWNERSHIP DOCUMENT

Filing date
10 Dec 2024
Reporting date
06 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-35000

OWNERSHIP DOCUMENT

Filing date
18 Nov 2024
Reporting date
08 Nov 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .