SAFEGUARD SCIENTIFICS INC - COM NEW (SFES)

CUSIP: 786449306

Q4 2023 13F Holders as of 31 Dec 2023

Share change
+15,812
SEC-reported price per share
$0.78
Number of holders
3
Value change
+$12,405
Number of buys
3

Security key

786449306

Report period

Q4 2023

Institutions

3

Top holders

3

Ownership snapshot

Top reported holders of SFES - SAFEGUARD SCIENTIFICS INC - COM NEW (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Thomas A. Satterfield Jr.
Disclosed value leader
Thomas A. Satterfield Jr.
Comparable rows
0/5
Latest evidence
15 Dec 2023
3/4/5 Highest disclosed value: $2,156,389 5 rows are not safely comparable across share classes.

Quick read

Thomas A. Satterfield Jr. has the largest disclosed position value at $2.16M.

0 of 5 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Thomas A. Satterfield Jr.'s linked filing trail.
Disclosed position value Top 5
Thomas A. Satterfield Jr. $2.16M
Eric Salzman $357.8K
Maureen F. Morrison $103.8K
Bob Rosenthal $84.5K
Mark Herndon $59.3K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-5 of 5 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Thomas A. Satterfield Jr.
3/4/5
10%+ Owner
—
denominator unverified
$2,156,389
2,089,726 shares
— 17 Aug 2023
Eric Salzman
3/4/5
Chief Executive Officer
—
denominator unverified
$357,787
346,726 shares
— 15 Dec 2023
Maureen F. Morrison
3/4/5
Director
—
denominator unverified
$103,825
100,615 shares
— 17 Apr 2023
Bob Rosenthal
3/4/5
Director
—
denominator unverified
$84,466
81,855 shares
— 15 Apr 2022
Mark Herndon
3/4/5
SVP & Chief Financial Officer
—
denominator unverified
$59,302
57,469 shares
— 17 Jan 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
3
Shares
15,812
Rows available
3
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
0
Q4 2023 holders
3
Holder diff
3
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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