Filer Snapshot

Robert David Schilling

CIK 0002075167. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

5

Latest filing

02 Oct 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 AI. 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 02 Oct 2025 for CIK 0002075167.

View Source Filing
Identity 1 fact
Address
C/O C3.Ai, Inc., 1400 Seaport Blvd., Redwood City, CA, 94063
SEC ownership signals 1 fact
Ownership evidence
  • Filing families stay separate so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions are not blended into one misleading total.
  • Use the linked research paths below to verify each signal against its original SEC filing.

Owner filing value

$17.49M

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Portfolio positions

Top parsed positions across ownership filing types.

AI

Filer intelligence

What SEC filings say about Robert David Schilling

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 AI worth $17.49M.

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

AI

30 Sep 2025 · EVP & Chief Commercial Officer

$17.49M

Latest update

What changed recently for Robert David Schilling

Ownership report updated

Latest ownership report period: 30 Sep 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Oct 2025

Page type

Ownership filings

Latest period

30 Sep 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Oct 2025.

SEC filing record

CIK 0002075167 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
5
First seen
27 Jun 2025
Latest filing
02 Oct 2025
Entity
Individual

Latest Filings

Showing the latest 5 of 5 SEC filings for Robert David Schilling.

4 File 001-39744

4 filing

Filing date
02 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
144/A

144/A filing

Filing date
02 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
144

144 filing

Filing date
01 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39744

4 filing

Filing date
30 Jun 2025
Reporting date
26 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-39744

3 filing

Filing date
27 Jun 2025
Reporting date
16 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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