David J Berkman
Insider
First SEC filing: June 1, 2017 · Latest: June 1, 2017
Insider at
Insider transactions
2 buys (P)
0 sells (S)
Net: $2,154,050
Avg return of open purchases vs now: 0.5%
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| June 11, 2026 | HLNE | P | 15,000 | $76.27 | $1,144,050 | 25,000 Indirect | +150.00% | Acquired | 14.5% (price as of 2026-10-05) |
| Feb. 24, 2026 | HLNE | P | 10,000 | $101.00 | $1,010,000 | 10,000 Indirect | · | Acquired | -13.5% (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.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 1, 2017 | HLNE | Class A Common Stock | 25,000 | Direct |