Filer Snapshot

Katie F. Patterson

CIK 0002078323. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Individual

Total Filings

3

Latest Filing

02 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 MO. 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 02 Mar 2026 for CIK 0002078323.

View Source Filing
Identity
Business address
6601 West Broad St, Richmond, VA, 23230
SEC ownership signals
Filing-backed coverage

Insider holdings value

$1.24M

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

Top reported ownership holdings
MO

Filer intelligence

What SEC filings say about Katie F. Patterson

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 MO worth $1.24M.

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

MO

26 Feb 2026 · Vice President and Controller

$1.24M
Issuer page Owner page

Latest update

What changed recently for Katie F. Patterson

Ownership report updated

Latest ownership report period: 26 Feb 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Mar 2026

Page type

Ownership filings

Latest period

26 Feb 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Mar 2026.

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SEC filing record

CIK 0002078323 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
3
First seen
01 Aug 2025
Latest filing
02 Mar 2026
Entity
Individual

Observed form types

4 3

Primary evidence

Open SEC filing index Katie F. Patterson SEC filings Katie F. Patterson owner filings

Latest Filings

Recent SEC filings for Katie F. Patterson with direct links to document and filing folders.

4 File 001-08940

FORM 4

Filing date
02 Mar 2026
Reporting date
26 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-08940

FORM 4

Filing date
27 Feb 2026
Reporting date
25 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-08940

FORM 3

Filing date
01 Aug 2025
Reporting date
01 Aug 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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