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Koonce Calvin Scott 
 MD
  SEC # 1026013

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151  SEC Filings
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  from  3/26/97  to  4/2/24  (4 Weeks Ago)

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  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘4/A’ — Amendment to Statement of Changes in Beneficial Ownership of Securities by an Insider — Form 4 — for 1/3/23 — Filed as:  Owner / Insider — Re:  Vse Corp. 
 
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Filings
involving  Koonce Calvin Scott 

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Forms
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, Documents
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& Exhibits
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 in  147 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
4/2/244Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 485
4/2/245Ownership:  Annual Statement of Changes in Beneficial Ownership of Securities by an Insider — Form 51
4/2/24SC 13DOwnership:  Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D8
1/29/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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37
3/3/08 OLDSC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD 16

Form-Specific Documents: 
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1/29/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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37

Additional Exhibits: 
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4/2/24EX-99Miscellaneous Exhibits, such as Press Releases3

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


1 Related Manager who also Reported Holdings for this Manager

As Of
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
1/29/2412/31/23  55 of 142  $76,995  
 MD
 
Montgomery Investment Management Inc.


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 5
2023 5
2022 4
2021 5
2020 6
2019 7
2018 5
2017 5
2016 5
2015 5
2014 1
2013 3
2012 6
2011 7
2010 3
2009 4
2008 11
2007 24
2006 14
2005 8
2004 4
2003 5
2002 1
2001 1
2000 1
1999 2
1998 3
1997 1

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