Entity type
Individual
Filer Snapshot
Jeremy Simmons Spivey
CIK 0002092830. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
1
Latest filing
17 Feb 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for CDNL. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
—
No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
CDNL
31 Dec 2025 · 45% ownership
Open 13D/GInsider / owner context
CDNL
10 Dec 2025 · $256.83M
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Source: SEC Schedule 13D/G
View Source Filing
SCHEDULE 13G filed on 17 Feb 2026 for CIK 0002092830.
- 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$256.83MReporting-owner positions when a value can be estimated.
Forms 3/4/5 owner value
$256.83M
Estimated from parsed Forms 3/4/5 when filings disclose enough data.
Largest SEC-reported positions
Largest issuer positions across supported ownership filing types.
CDNLSchedule 13G holdings
Large-stake positions disclosed in parsed Schedule 13G filings.
CDNLHow 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.
- Business address
- 100 East Six Forks Road, Suite 300, Raleigh, NC, 27609
SEC ownership signals
1 signal
Filer identity
1 identity field
Filer intelligence
What SEC filings say about Jeremy Simmons Spivey
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
- 1 recent 13D/G stake row found; top row is CDNL at 45% ownership.
- Forms 3/4/5 show insider context for CDNL worth $256.83M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
CDNL
31 Dec 2025 · Class A Common Stock, par value $0.0001 per share
Forms 3/4/5 insider context
CDNL
10 Dec 2025 · Chief Executive Officer · 10% owner
Latest update
What changed recently for Jeremy Simmons Spivey
Latest Schedule 13D/G period: 31 Dec 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
17 Feb 2026
Page type
Filer profile
Latest period
31 Dec 2025
Schedule 13D/G context is visible from filings filed on 17 Feb 2026.
SEC filing record
CIK 0002092830 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
1
First seen
17 Feb 2026
Latest filing
17 Feb 2026
Entity
Individual
Observed form types
SCHEDULE 13G
Latest Filings
Showing the latest 1 of 1 SEC filings for Jeremy Simmons Spivey.
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 17 Feb 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing