David Helgerson
CIK 1332122 · View on SEC EDGAR ↗
Activist
First SEC filing: May 29, 2026 · Latest: May 29, 2026
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→ Class A Common Stock (154,049) | 154,049 | Indirect |
| March 8, 2017 | HLNE | Class C Units→ Class A Common Stock (74,997) | 74,997 | Indirect |