Form
SCHEDULE 13D/A
Active or control-oriented beneficial ownership filing.
Ocean Capital LLC - 18 Mar 2025 SCHEDULE 13D/A Report for Tax Free Fund for Puerto Rico Residents, Inc. Common Shares, $0.01 par value
- Filing manager
- Ocean Capital LLC
- Reporting owner
- Ocean Capital LLC
- Beneficially owned shares
- 1,479,364 shares
- Large-stake signal
-
Ownership
13%Beneficial ownership of this reported class.
Shares
1,479,364 sharesShares beneficially owned as disclosed.
Event date
18 Mar 2025Date tied to the ownership event or amendment.
Accepted by SEC
19 Mar 2025EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Class ownership
- 13%
- Shares outstanding
- 11,123,039 shares
- SEC form
- SCHEDULE 13D/A
- Accepted by SEC
- 19 Mar 2025, 21:13:34 UTC
- Event date
- 18 Mar 2025
- Prior SEC filing
- 07 Mar 2025
- Source filing
- View source filing
Ownership signal
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Subject security
Names, identifiers, and filing context for this profile.
1 source field
Source evidence
Original filing metadata and source links for verification.
5 source fields
Key filing fact
Ocean Capital LLC disclosed 13% ownership in Tax Free Fund for Puerto Rico Residents, Inc. Common Shares, $0.01 par value on 18 Mar 2025.
Key facts
- Ocean Capital LLC filed SCHEDULE 13D/A for Tax Free Fund for Puerto Rico Residents, Inc. Common Shares, $0.01 par value.
- Disclosed ownership: 13%.
- Date of event: 18 Mar 2025.
Change
- Previous schedule filing date: 07 Mar 2025.
- Current filing was accepted on 19 Mar 2025, 21:13.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
View source filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (8)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Ocean Capital LLC | 13% | 1,479,364 | 0 | 1,479,364 | /s/ William Heath Hawk | William Heath Hawk/Managing Member | 0001838395 |
| William Heath Hawk | 13% | 1,479,364 | 0 | 1,479,364 | /s/ William Heath Hawk | William Heath Hawk | |
| Ethan A. Danial | 0.5% | 60,523 | 0 | 60,523 | /s/ Ethan A. Danial | Ethan A. Danial | |
| Brent D. Rosenthal | 0% | 0 | 0 | 0 | /s/ Brent D. Rosenthal | Brent D. Rosenthal | |
| Jose R. Izquierdo II | 0% | 0 | 0 | 0 | /s/ Jose R. Izquierdo II | Jose R. Izquierdo II | |
| Roxana Cruz-Rivera | 0% | 0 | 0 | 0 | /s/ Roxana Cruz-Rivera | Roxana Cruz-Rivera | |
| Mojdeh L. Khaghan | 0% | 0 | 0 | 0 | /s/ Mojdeh L. Khaghan | Mojdeh L. Khaghan | |
| Ian McCarthy | 0% | 0 | 0 | 0 | /s/ Ian McCarthy | Ian McCarthy |
CIK / CUSIP context first