Issuer positions
2
Reporting Owner Activity for James Patrick Cassidy
Form 3/4/5 issuer positions and transaction evidence for this reporting owner.
Largest position
MDWerks, Inc.
Disclosed value
$298.7K
Recent activity
Available
- Forms 3/4/5 ownership summary
-
Estimated owner position value
$298,670
Estimated from parsed Forms 3/4/5 when the filing discloses enough holding data.
Issuer positions
2
Distinct issuers tied to this reporting owner in parsed SEC filings.
Largest issuer position
MDWerks, Inc. (MDWK)
$298.7K estimated from parsed owner filings.
Latest owner filing
18 Nov 2024
Most recent owner-level filing date in the parsed SEC record.
+1 more
How to read Forms 3/4/5 positions
- Reported values are estimates from parsed SEC Forms 3/4/5 when the filing includes enough pricing and share data.
- Verify the source filing before treating any owner position as current.
- Location
- Asheville, NC
- SEC signature
- /s/ James Cassidy
- Source evidence
- Open source filing history
SEC ownership signals
1 fact
Identity
1 fact
SEC filing record
1 fact
SEC evidence
1 fact
Follow Filing Activity
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Reported issuer positions for James Patrick Cassidy
MDWK
Forms 3/4/5
MDWerks, Inc.
- Relationship
- Director
- Holdings value
- $298,670
- Past year net change
- Change %
- Report period
- 15 Nov 2024
KAVL
Forms 3/4/5
Kaival Brands Innovations Group, Inc.
- Relationship
- Director
- Holdings value
- Past year net change
- Change %
- Report period
- 30 May 2023
Recent insider transactions for James Patrick Cassidy
| Sym | Company | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
|---|
* marks a reported price that did not pass the local price check.