Filer Snapshot

David McLaughlin Gray

CIK 0002084303. 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

21 Apr 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 BTM. 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.

Browse 13D/G

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Source: SEC Forms 3/4/5

4 filed on 21 Apr 2026 for CIK 0002084303.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Forms 3/4/5 positions$170K

Reporting-owner positions with enough data to estimate value.

Estimated Forms 3/4/5 position value

$170K

Estimated only when owner filings include enough share and price data.

Largest linked SEC positions

Largest issuer positions found across parsed 13F, 13D/G, and Forms 3/4/5 data.

BTM
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
1172 Thornwell Dr Ne, Brookhaven, GA, 30319-3326

Filer intelligence

What SEC filings say about David McLaughlin Gray

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 BTM worth $170K.

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

BTM

17 Apr 2026 · Chief Financial Officer

$170K

Latest update

What changed recently for David McLaughlin Gray

Ownership report updated

Latest ownership report period: 17 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

21 Apr 2026

Page type

Ownership filings

Latest period

17 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 21 Apr 2026.

SEC filing record

CIK 0002084303 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
10 Sep 2025
Latest filing
21 Apr 2026
Entity
Individual

Latest Filings

Showing the latest 5 of 5 SEC filings for David McLaughlin Gray.

4 File 001-41305

4

Filing date
21 Apr 2026
Reporting date
17 Apr 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41305

4

Filing date
03 Apr 2026
Reporting date
01 Apr 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41305

4

Filing date
31 Mar 2026
Reporting date
27 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41305

4

Filing date
11 Sep 2025
Reporting date
01 Apr 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-41305

3

Filing date
10 Sep 2025
Reporting date
01 Apr 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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