Gerald Hellerman
CIK 1222911 · View on SEC EDGAR ↗
Insider
First SEC filing: July 9, 2018 · Latest: July 9, 2018
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 28 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
28 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 2, 2025 | SWZ | S | 41 | $9.24 | $379 | 5,283 Direct | -0.77% | Disposed | -35.7% (price as of 2026-08-18) |
| Dec. 26, 2024 | PCF | S | 259 | $6.47 | $1,676 | 37,000 Direct | -0.70% | Disposed | -16.4% (price as of 2026-08-18) |
| Dec. 19, 2024 | PCF | P | 2,000 | $6.34 | $12,680 | 37,259 Direct | +5.67% | Acquired | -14.7% (price as of 2026-08-18) |
| Dec. 17, 2024 | PCF | P | 2,525 | $6.50 | $16,412 | 35,259 Direct | +7.71% | Acquired | -16.8% (price as of 2026-08-18) |
| Dec. 17, 2024 | PCF | P | 12,000 | $6.60 | $79,200 | 32,734 Direct | +57.88% | Acquired | -18.0% (price as of 2026-08-18) |
| Dec. 17, 2024 | PCF | P | 6,409 | $6.50 | $41,658 | 20,734 Direct | +44.74% | Acquired | -16.8% (price as of 2026-08-18) |
| Dec. 16, 2024 | PCF | P | 5,000 | $6.63 | $33,150 | 14,325 Direct | +53.62% | Acquired | -18.4% (price as of 2026-08-18) |
| Dec. 16, 2024 | PCF | P | 5,000 | $6.69 | $33,450 | 9,325 Direct | +115.61% | Acquired | -19.1% (price as of 2026-08-18) |
| June 4, 2024 | PCF | P | 100 | $6.81 | $681 | 40,026 Direct | +0.25% | Acquired | -20.6% (price as of 2026-08-18) |
| April 6, 2022 | SPE | P | 1,000 | $14.66 | $14,660 | 43,584 Direct | +2.35% | Acquired | -8.9% (price as of 2026-08-18) |
| April 6, 2022 | SPE | P | 100 | $14.65 | $1,465 | 42,584 Direct | +0.24% | Acquired | -8.8% (price as of 2026-08-18) |
| April 6, 2022 | SPE | P | 1,000 | $14.73 | $14,730 | 42,484 Direct | +2.41% | Acquired | -9.3% (price as of 2026-08-18) |
| April 6, 2022 | SPE | P | 2,000 | $14.77 | $29,540 | 41,484 Direct | +5.07% | Acquired | -9.5% (price as of 2026-08-18) |
| April 6, 2022 | SPE | P | 1,500 | $14.94 | $22,410 | 39,484 Direct | +3.95% | Acquired | -10.6% (price as of 2026-08-18) |
| March 2, 2022 | SWZ | P | 267 | $8.87 | $2,368 | 4,591 Direct | +6.17% | Acquired | -33.0% (price as of 2026-08-18) |
| March 2, 2022 | SWZ | P | 235 | $8.85 | $2,080 | 4,826 Direct | +5.12% | Acquired | -32.9% (price as of 2026-08-18) |
| March 2, 2022 | SWZ | P | 498 | $8.84 | $4,402 | 5,324 Direct | +10.32% | Acquired | -32.8% (price as of 2026-08-18) |
| Jan. 28, 2022 | SPE | P | 532 | $14.50 | $7,714 | 43,318 Direct | +1.24% | Acquired | -7.9% (price as of 2026-08-18) |
| Jan. 28, 2022 | SPE | P | 68 | $14.59 | $992 | 42,786 Direct | +0.16% | Acquired | -8.4% (price as of 2026-08-18) |
| Jan. 26, 2022 | SPE | P | 785 | $14.63 | $11,485 | 42,718 Direct | +1.87% | Acquired | -8.7% (price as of 2026-08-18) |
| Jan. 26, 2022 | SPE | P | 285 | $14.72 | $4,195 | 41,933 Direct | +0.68% | Acquired | -9.2% (price as of 2026-08-18) |
| Jan. 21, 2022 | PCF | P | 700 | $8.28 | $5,796 | 32,035 Direct | +2.23% | Acquired | -34.7% (price as of 2026-08-18) |
| Sept. 20, 2021 | SPE | P | 824 | $15.16 | $12,492 | 41,648 Direct | +2.02% | Acquired | -11.9% (price as of 2026-08-18) |
| Sept. 20, 2021 | SPE | P | 824 | $15.17 | $12,500 | 40,824 Direct | +2.06% | Acquired | -11.9% (price as of 2026-08-18) |
| Sept. 20, 2021 | SPE | P | 824 | $15.16 | $12,492 | 40,000 Direct | +2.10% | Acquired | -11.9% (price as of 2026-08-18) |
| Sept. 17, 2021 | PCF | S | 9,000 | $10.00 | $90,000 | 11,012 Direct | -44.97% | Disposed | -45.9% (price as of 2026-08-18) |
| July 19, 2021 | SPE | P | 1,000 | $15.00 | $15,000 | 39,175 Direct | +2.62% | Acquired | -10.9% (price as of 2026-08-18) |
| Oct. 30, 2020 | PCF | P | 100 | $7.24 | $724 | 5,876 Direct | +1.73% | Acquired | -25.3% (price as of 2026-08-18) |
| Oct. 30, 2020 | PCF | P | 1,900 | $7.25 | $13,775 | 7,776 Direct | +32.33% | Acquired | -25.4% (price as of 2026-08-18) |
| Oct. 28, 2020 | SPE | P | 2,000 | $11.48 | $22,960 | 35,684 Direct | +5.94% | Acquired | 16.4% (price as of 2026-08-18) |
| Sept. 11, 2020 | PCF | P | 50 | $8.26 | $413 | 5,776 Direct | +0.87% | Acquired | -34.5% (price as of 2026-08-18) |
| April 3, 2020 | SPE | P | 140 | $8.75 | $1,225 | 33,684 Direct | +0.42% | Acquired | 52.7% (price as of 2026-08-18) |
| April 3, 2020 | SPE | P | 220 | $8.73 | $1,921 | 33,544 Direct | +0.66% | Acquired | 53.0% (price as of 2026-08-18) |
| April 3, 2020 | SPE | P | 630 | $8.71 | $5,487 | 33,324 Direct | +1.93% | Acquired | 53.4% (price as of 2026-08-18) |
| April 3, 2020 | SPE | P | 10 | $8.70 | $87 | 32,694 Direct | +0.03% | Acquired | 53.6% (price as of 2026-08-18) |
| April 3, 2020 | PCF | P | 1,000 | $5.91 | $5,910 | 5,432 Direct | +22.56% | Acquired | -8.5% (price as of 2026-08-18) |
| April 3, 2020 | SWZ | P | 1,000 | $6.90 | $6,900 | 4,067 Direct | +32.61% | Acquired | -13.9% (price as of 2026-08-18) |
| March 9, 2020 | SPE | P | 238 | $12.49 | $2,973 | 32,353 Direct | +0.74% | Acquired | 7.0% (price as of 2026-08-18) |
| March 9, 2020 | SPE | P | 762 | $12.55 | $9,563 | 32,115 Direct | +2.43% | Acquired | 6.5% (price as of 2026-08-18) |
| Feb. 27, 2020 | SWZ | P | 1,000 | $8.00 | $8,000 | 3,057 Direct | +48.61% | Acquired | -25.7% (price as of 2026-08-18) |
| Oct. 23, 2019 | PCF | P | 1,750 | $8.48 | $14,840 | 4,250 Direct | +70.00% | Acquired | -36.2% (price as of 2026-08-18) |
| Oct. 8, 2019 | SWZ | P | 1,000 | $7.93 | $7,930 | 2,041 Direct | +96.06% | Acquired | -25.1% (price as of 2026-08-18) |
| Oct. 8, 2019 | PCF | P | 1,000 | $8.46 | $8,460 | 2,500 Direct | +66.67% | Acquired | -36.1% (price as of 2026-08-18) |
| Oct. 3, 2019 | PCF | P | 1,500 | $8.52 | $12,780 | 1,500 Direct | — | Acquired | -36.5% (price as of 2026-08-18) |
| Aug. 2, 2019 | SWZ | P | 1,000 | $8.00 | $8,000 | 1,041 Direct | +2439.02% | Acquired | -25.7% (price as of 2026-08-18) |
| Aug. 2, 2019 | SWZ | P | 1,000 | $8.00 | $8,000 | 1,041 Direct | +2439.02% | Acquired | -25.7% (price as of 2026-08-18) |
| July 25, 2019 | SPE | P | 2,700 | $13.98 | $37,746 | 29,483 Direct | +10.08% | Acquired | -4.4% (price as of 2026-08-18) |
| May 23, 2019 | SPE | P | 1,500 | $13.31 | $19,965 | 26,992 Direct | +5.88% | Acquired | 0.4% (price as of 2026-08-18) |
| Oct. 11, 2018 | SPE | P | 1,000 | $14.47 | $14,470 | 22,793 Direct | +4.59% | Acquired | -7.7% (price as of 2026-08-18) |
| March 22, 2018 | SPE | P | 1,000 | $14.82 | $14,820 | 21,793 Direct | +4.81% | Acquired | -9.9% (price as of 2026-08-18) |
| Feb. 5, 2018 | SPE | P | 5,200 | $14.98 | $77,896 | 20,793 Direct | +33.35% | Acquired | -10.8% (price as of 2026-08-18) |
| Jan. 4, 2018 | SPE | P | 2,000 | $15.10 | $30,200 | 13,899 Direct | +16.81% | Acquired | -11.5% (price as of 2026-08-18) |
| Nov. 1, 2016 | SPE | P | 3,000 | $14.16 | $42,480 | 11,899 Direct | +33.71% | Acquired | -5.6% (price as of 2026-08-18) |
| March 1, 2016 | SPE | P | 971 | $12.45 | $12,089 | 9,388 Indirect | +11.54% | Acquired | 7.3% (price as of 2026-08-18) |
| Jan. 4, 2016 | SPE | P | 1,500 | $13.05 | $19,575 | 11,220 Direct | +15.43% | Acquired | 2.4% (price as of 2026-08-18) |
| Aug. 25, 2015 | SPE | P | 1,500 | $14.28 | $21,420 | 10,720 Direct | +16.27% | Acquired | -6.4% (price as of 2026-08-18) |
| Aug. 19, 2015 | SPE | P | 1,000 | $14.85 | $14,850 | 9,220 Direct | +12.17% | Acquired | -10.0% (price as of 2026-08-18) |
| Aug. 7, 2015 | SPE | P | 1,000 | $15.02 | $15,020 | 8,220 Direct | +13.85% | Acquired | -11.1% (price as of 2026-08-18) |
| Feb. 26, 2014 | SPE | P | 900 | $16.00 | $14,400 | 5,170 Indirect | +21.08% | Acquired | -16.5% (price as of 2026-08-18) |
| Dec. 26, 2013 | SPE | P | 1,000 | $16.97 | $16,970 | 6,384 Direct | +18.57% | Acquired | -21.3% (price as of 2026-08-18) |
| Aug. 21, 2013 | SPE | P | 1,000 | $17.05 | $17,050 | 5,250 Direct | +23.53% | Acquired | -21.6% (price as of 2026-08-18) |
| May 1, 2013 | SPE | P | 2,000 | $17.08 | $34,160 | 4,250 Direct | +88.89% | Acquired | -21.8% (price as of 2026-08-18) |
| June 29, 2012 | SPE | P | 5 | $15.11 | $76 | 750 Indirect | -0.66% | Disposed | -11.6% (price as of 2026-08-18) |
| June 29, 2012 | SPE | P | 280 | $15.15 | $4,242 | 750 Indirect | -27.18% | Disposed | -11.8% (price as of 2026-08-18) |
| June 27, 2012 | SPE | P | 730 | $15.10 | $11,023 | 4,270 Indirect | -14.60% | Disposed | -11.5% (price as of 2026-08-18) |
| July 27, 2011 | SPE | P | 1,000 | $15.61 | $15,610 | 5,000 Indirect | +25.00% | Acquired | -14.4% (price as of 2026-08-18) |
| Sept. 21, 2010 | SPE | P | 1,000 | $13.40 | $13,400 | 2,250 Indirect | +80.00% | Acquired | -0.3% (price as of 2026-08-18) |
| Sept. 21, 2010 | SPE | P | 1,000 | $13.40 | $13,400 | 2,250 Indirect | +80.00% | Acquired | -0.3% (price as of 2026-08-18) |
| July 21, 2010 | SPE | P | 1,000 | $13.40 | $13,400 | 1,000 Indirect | — | Acquired | -0.3% (price as of 2026-08-18) |
| July 21, 2010 | SPE | P | 1,000 | $12.99 | $12,990 | 1,000 Indirect | — | Acquired | 2.8% (price as of 2026-08-18) |
| May 6, 2010 | SPE | P | 550 | $13.28 | $7,304 | 1,250 Indirect | +78.57% | Acquired | 0.6% (price as of 2026-08-18) |
| May 5, 2010 | SPE | P | 700 | $13.28 | $9,296 | 700 Indirect | — | Acquired | 0.6% (price as of 2026-08-18) |
Showing latest 100 of 101 transactions
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 |
|---|---|---|---|---|---|---|---|
| Dec. 15, 2020 | SPE | 3.50% Convertible Preferred Stock Series B | Common Stock (744) | $0.00 | — | 400 | Disposed |
| Dec. 15, 2020 | SPE | 3.50% Convertible Preferred Stock Series B | Common Stock (651) | $0.00 | — | 350 | Disposed |
| Aug. 26, 2016 | SPE | 3.50% Convertible Preferred Stock, Series B | Common Stock (987) | $0.00 | — | 750 | Acquired |
| Aug. 26, 2016 | SPE | Subscription Rights (right to buy) [F1] | 3.50% Convertible Preferred Stock, Series B (750) | $25.00 | Aug. 26, 2016 | 750 | Disposed |
| Aug. 26, 2016 | SPE | 3.50% Convertible Preferred Stock, Series B | Common Stock (987) | $0.00 | — | 750 | Acquired |
| Aug. 26, 2016 | SPE | Subscription Rights (right to buy) [F1] | 3.50% Convertible Preferred Stock, Series B (750) | $25.00 | Aug. 26, 2016 | 750 | Disposed |
| Aug. 26, 2016 | SPE | 3.50% Convertible Preferred Stock, Series B | Common Stock (987) | $0.00 | — | 750 | Acquired |
| Aug. 26, 2016 | SPE | Subscription Rights (right to buy) [F1] | 3.50% Convertible Preferred Stock, Series B (750) | $25.00 | Aug. 26, 2016 | 750 | Disposed |
| Feb. 27, 2014 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock (1,858) | $0.00 | — | 500 | Disposed |
| Feb. 27, 2014 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock (836) | $0.00 | — | 225 | Disposed |
| June 29, 2012 | SPE | Subscription Rights (right to buy) [F2] | 3.00% Convertible Preferred Stock, Series A (100) | $50.00 | July 9, 2012 | 100 | Disposed |
| June 29, 2012 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock (300) | $0.00 | — | 100 | Acquired |
| June 27, 2012 | SPE | Subscription Rights (right to buy) [F2] | 3.00% Convertible Preferred Stock, Series A (500) | $50.00 | July 9, 2012 | 500 | Disposed |
| June 27, 2012 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock (675) | $0.00 | — | 225 | Acquired |
| June 27, 2012 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock (1,500) | $0.00 | — | 500 | Acquired |
| June 27, 2012 | SPE | Subscription Rights (right to buy) [F2] | 3.00% Convertible Preferred Stock, Series A (225) | $50.00 | July 9, 2012 | 225 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.