David Helgerson
Activist
First SEC filing: May 29, 2026 · Latest: May 29, 2026
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 14, 2019 | HLNE | A | 1,365 | · | · | 24,949 Direct | +5.79% | Acquired | (price as of 2026-10-05) |
| March 14, 2019 | HLNE | F | 1,783 | $43.55 | $77,650 | 23,166 Direct | -7.15% | Disposed | 100.5% (price as of 2026-10-05) |
| Sept. 17, 2018 | HLNE | J | 25,000 | $47.26 | $1,181,500 | 49,997 Indirect | -33.33% | Disposed | 84.8% (price as of 2026-10-05) |
| March 14, 2018 | HLNE | A | 2,128 | · | · | 26,069 Direct | +8.89% | Acquired | (price as of 2026-10-05) |
| March 14, 2018 | HLNE | F | 2,485 | $38.07 | $94,604 | 23,584 Direct | -9.53% | Disposed | 129.4% (price as of 2026-10-05) |
| March 28, 2017 | HLNE | F | 4,491 | $18.79 | $84,386 | 7,102 Direct | -38.74% | Disposed | 364.8% (price as of 2026-10-05) |
| March 28, 2017 | HLNE | F | 3,054 | $18.79 | $57,385 | 5,485 Direct | -35.77% | Disposed | 364.8% (price as of 2026-10-05) |
| March 14, 2017 | HLNE | A | 4,843 | · | · | 25,932 Direct | +22.96% | Acquired | (price as of 2026-10-05) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Sept. 17, 2018 | HLNE | Class C Units | Class A Common Stock | · | · | 25,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 5 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| March 8, 2017 | HLNE | Restricted Class A Common Stock | 21,089 | Indirect |
| March 8, 2017 | HLNE | Class A Common Stock | 2,500 | Direct |
| March 8, 2017 | HLNE | Class B Common Stock | 154,049 | Indirect |
| March 8, 2017 | HLNE | Class B Units | 154,049 | Indirect |
| March 8, 2017 | HLNE | Class C Units | 74,997 | Indirect |