Koonce Calvin Scott 

MD

  SEC # 1026013

        

Click to view...

Registrant

About

Filings

Files

Relationships

Names

Topics

Web

Relationships

        

7  Owner Relationships  (where the Issuers of the  Koonce Calvin Scott-owned  securities are...)

First		Latest Filing		Filing		Issuer / Subject
11/16/98		5/17/24		SC 13D		VA	Vse Corp.
9/25/03		4/2/24		4			"
		4/2/24		5			"
2/14/08		3/3/08		SC 13G		OH	Crawford United Corp.
		3/26/07		SC 13D			"
1/30/98		6/23/06		SC 13G		VA	Vse Corp.
		3/26/97		SC 13D		MD	Exotech Inc.

        

and there are...  Recent Holdings Reports for this and 1 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Manager Manager with whom Investment Discretion is Shared
1/29/24			12/31/23				142		$325,455		MD	Montgomery Investment Management Inc.
							55		$76,995		MD	Koonce Calvin Scott
1/29/24			12/31/23				2		$120,694		MD	Koonce Calvin Scott
10/27/23			9/30/23				2		$177		MD	Koonce Calvin Scott
8/2/23			6/30/23				2		$102,172		MD	Koonce Calvin Scott
5/8/23			3/31/23				1		$84		MD	Koonce Calvin Scott
1/31/23			12/31/22				1		$87		MD	Koonce Calvin Scott
10/27/22			9/30/22				1		$66		MD	Koonce Calvin Scott
8/3/22			6/30/22				1		$70		MD	Koonce Calvin Scott
4/29/22			3/31/22				1		$86		MD	Koonce Calvin Scott

        

No  Issuer Relationships  (where the Owners of the  Koonce Calvin Scott  securities are...)

        

2  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

First		Latest Filing		Relationship		Registrant
1/5/04		4/2/24		10% Owner	of	VA	Vse Corp.
9/25/03		4/2/24		Director	of		"

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

9  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

Latest Filing		Group Member			Filings
5/17/24		•	Calvin S. Koonce		1
3/3/08		•	Franklin S. Koonce		3
3/3/08		MD	Koonce Securities, Inc.		3
3/3/08		•	Martin F. Oppenheimer		3
3/3/08		MD	Montgomery Investment Management, Inc.		3
2/13/08		MD	Koonce Securities Inc.		3
2/13/08		MD	Montgomery Investment Management Inc.		3
3/26/07		MD	Koonce Securities Inc.		3
3/26/07		MD	Montgomery Investment Management Inc.		3

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

Koonce Calvin Scott  has been the Filing Agent for  3  Affiliates:

Latest Filing						Affiliate			Filings
		Type		As Party
4/28/20		13F-HR		Filer:¹		MD	Montgomery Investment Management Inc.		1
3/29/05		SC 13G/A		Filed by:²		MD	Koonce F Scott		2
2/8/05		SC 13G/A		Filed by:²		MD	Koonce Securities Inc./FA		1
Total:									4
__________
¹   Filer:  Filing by the Affiliate filed re: themself.  ²   Filed by:  Filing by the Affiliate filed re: an Issuer, who is possibly themself.

6  Filing Agents and/or Registrants have submitted Filings for  Koonce Calvin Scott:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
5/17/24		SC 13D/A		TX	Broadridge Financial Solutions, Inc. — 1140361		12
1/29/24		13F-HR			No Filing Agent:  Self-filed — 1026013		99
1/4/23		4		TX	Donnelley Financial Solutions 06/FA [ formerly Dfin Solutions 06/FA ] — 899243		1
1/13/21		4		VA	Kiernan Thomas M — 1450186		31
10/26/17		13F-HR		MD	Montgomery Investment Management Inc. — 1272544		4
1/5/04		4		VA	Ervine Donald M — 1238428		1
Total:							148
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.