Filer Snapshot

Monica C. Lozano

CIK 0001179864. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

138

Latest filing

13 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 AAPL. 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.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 13 Mar 2026 for CIK 0001179864.

View source filing
Business address
One Apple Park Way, Cupertino, CA, 95014

Filer intelligence

What SEC filings say about Monica C. Lozano

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 AAPL.

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

AAPL

24 Feb 2026

Latest update

What changed recently for Monica C. Lozano

Ownership report updated

Latest ownership report period: 24 Feb 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

26 Feb 2026

Page type

Ownership filings

Latest period

24 Feb 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 26 Feb 2026.

SEC filing record

CIK 0001179864 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
138
First seen
16 Aug 2002
Latest filing
13 Mar 2026
Entity
Individual

Observed form types

4 3 4/A 3/A

Latest Filings

Showing the latest 12 of 81 SEC filings for Monica C. Lozano.

4 File 001-06049

FORM 4

Filing date
13 Mar 2026
Reporting date
11 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-06523

PRIMARY DOCUMENT

Filing date
06 Mar 2026
Reporting date
04 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36743

FORM 4

Filing date
26 Feb 2026
Reporting date
24 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36743

FORM 4

Filing date
03 Feb 2026
Reporting date
01 Feb 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-06523

PRIMARY DOCUMENT

Filing date
24 Apr 2025
Reporting date
22 Apr 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-06049

FORM 4

Filing date
14 Mar 2025
Reporting date
12 Mar 2025
SEC evidence
Open document Open filing
Next action
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4 File 001-36743

FORM 4

Filing date
27 Feb 2025
Reporting date
25 Feb 2025
SEC evidence
Open document Open filing
Next action
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4 File 001-36743

FORM 4

Filing date
04 Feb 2025
Reporting date
01 Feb 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-06523

PRIMARY DOCUMENT

Filing date
21 Aug 2024
Reporting date
19 Aug 2024
SEC evidence
Open document Open filing
Next action
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4 File 001-06523

PRIMARY DOCUMENT

Filing date
26 Apr 2024
Reporting date
24 Apr 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-06049

FORM 4

Filing date
15 Mar 2024
Reporting date
13 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-36743

FORM 4

Filing date
01 Mar 2024
Reporting date
28 Feb 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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