Filer Snapshot

Alder Irrevocable Trust

CIK 0002085975. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

4

Latest filing

25 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 PTRN. 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

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.

Source: SEC Forms 3/4/5

4 filed on 25 Mar 2026 for CIK 0002085975.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$872.5M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$872.5M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

PTRN
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
C/O Pattern Group Inc., 1441 West Innovation Way, Suite 500, Lehi, UT, 84043
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
UT
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Alder Irrevocable Trust

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 PTRN worth $872.5M.

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

PTRN

23 Mar 2026 · 10% owner

$872.5M

Latest update

What changed recently for Alder Irrevocable Trust

Ownership report updated

Latest ownership report period: 23 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

25 Mar 2026

Page type

Ownership filings

Latest period

23 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 25 Mar 2026.

Benchmark Context

Benchmark context for this company

Alder Irrevocable Trust has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 23 Mar 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0002085975 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
18 Sep 2025
Latest filing
25 Mar 2026
Entity
Company

Latest Filings

Showing the latest 4 of 4 SEC filings for Alder Irrevocable Trust.

4 File 001-42852

FORM 4

Filing date
25 Mar 2026
Reporting date
23 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-42852

FORM 4

Filing date
24 Sep 2025
Reporting date
22 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-42852

FORM 4

Filing date
22 Sep 2025
Reporting date
12 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-42852

FORM 3

Filing date
18 Sep 2025
Reporting date
18 Sep 2025
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 .