Gerald Hellerman
Insider
First SEC filing: July 9, 2018 · Latest: July 9, 2018
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
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Jan. 23, 2026 | SWZ | D | 1,755 | $6.81 | $11,952 | 3,527 Direct | -33.23% | Disposed | -15.3% (price as of 2026-10-02) |
| April 2, 2025 | SWZ | S | 41 | $9.24 | $379 | 5,283 Direct | -0.77% | Disposed | -37.6% (price as of 2026-10-02) |
| Dec. 26, 2024 | PCF | S | 259 | $6.47 | $1,676 | 37,000 Direct | -0.70% | Disposed | -21.0% (price as of 2026-10-02) |
| Dec. 19, 2024 | PCF | P | 2,000 | $6.34 | $12,680 | 37,259 Direct | +5.67% | Acquired | -19.4% (price as of 2026-10-02) |
| Dec. 17, 2024 | PCF | P | 2,525 | $6.50 | $16,412 | 35,259 Direct | +7.71% | Acquired | -21.4% (price as of 2026-10-02) |
| Dec. 17, 2024 | PCF | P | 12,000 | $6.60 | $79,200 | 32,734 Direct | +57.88% | Acquired | -22.6% (price as of 2026-10-02) |
| Dec. 17, 2024 | PCF | P | 6,409 | $6.50 | $41,658 | 20,734 Direct | +44.74% | Acquired | -21.4% (price as of 2026-10-02) |
| Dec. 16, 2024 | PCF | P | 5,000 | $6.63 | $33,150 | 14,325 Direct | +53.62% | Acquired | -22.9% (price as of 2026-10-02) |
| Dec. 16, 2024 | PCF | P | 5,000 | $6.69 | $33,450 | 9,325 Direct | +115.61% | Acquired | -23.6% (price as of 2026-10-02) |
| Dec. 12, 2024 | PCF | D | 38,142 | $7.07 | $269,664 | 4,325 Direct | -89.82% | Disposed | -27.7% (price as of 2026-10-02) |
| Aug. 15, 2024 | PCF | M | 2,441 | $6.48 | $15,818 | 42,467 Direct | +6.10% | Acquired | -21.1% (price as of 2026-10-02) |
| June 4, 2024 | PCF | P | 100 | $6.81 | $681 | 40,026 Direct | +0.25% | Acquired | -25.0% (price as of 2026-10-02) |
| April 6, 2022 | SPE | P | 1,000 | $14.66 | $14,660 | 43,584 Direct | +2.35% | Acquired | -13.7% (price as of 2026-10-02) |
| April 6, 2022 | SPE | P | 100 | $14.65 | $1,465 | 42,584 Direct | +0.24% | Acquired | -13.7% (price as of 2026-10-02) |
| April 6, 2022 | SPE | P | 1,000 | $14.73 | $14,730 | 42,484 Direct | +2.41% | Acquired | -14.1% (price as of 2026-10-02) |
| April 6, 2022 | SPE | P | 2,000 | $14.77 | $29,540 | 41,484 Direct | +5.07% | Acquired | -14.4% (price as of 2026-10-02) |
| April 6, 2022 | SPE | P | 1,500 | $14.94 | $22,410 | 39,484 Direct | +3.95% | Acquired | -15.3% (price as of 2026-10-02) |
| April 5, 2022 | SPE | D | 5,333 | $15.69 | $83,675 | 37,984 Direct | -12.31% | Disposed | -19.4% (price as of 2026-10-02) |
| March 2, 2022 | SWZ | P | 267 | $8.87 | $2,368 | 4,591 Direct | +6.17% | Acquired | -35.0% (price as of 2026-10-02) |
| March 2, 2022 | SWZ | P | 235 | $8.85 | $2,080 | 4,826 Direct | +5.12% | Acquired | -34.9% (price as of 2026-10-02) |
| March 2, 2022 | SWZ | P | 498 | $8.84 | $4,402 | 5,324 Direct | +10.32% | Acquired | -34.8% (price as of 2026-10-02) |
| Jan. 28, 2022 | SPE | P | 532 | $14.50 | $7,714 | 43,318 Direct | +1.24% | Acquired | -12.8% (price as of 2026-10-02) |
| Jan. 28, 2022 | SPE | P | 68 | $14.59 | $992 | 42,786 Direct | +0.16% | Acquired | -13.3% (price as of 2026-10-02) |
| Jan. 26, 2022 | SPE | P | 785 | $14.63 | $11,485 | 42,718 Direct | +1.87% | Acquired | -13.5% (price as of 2026-10-02) |
| Jan. 26, 2022 | SPE | P | 285 | $14.72 | $4,195 | 41,933 Direct | +0.68% | Acquired | -14.1% (price as of 2026-10-02) |
| Jan. 21, 2022 | PCF | P | 700 | $8.28 | $5,796 | 32,035 Direct | +2.23% | Acquired | -38.3% (price as of 2026-10-02) |
| Nov. 2, 2021 | PCF | M | 19,072 | $8.36 | $159,442 | 30,778 Direct | +162.92% | Acquired | -38.9% (price as of 2026-10-02) |
| Sept. 20, 2021 | SPE | P | 824 | $15.16 | $12,492 | 41,648 Direct | +2.02% | Acquired | -16.6% (price as of 2026-10-02) |
| Sept. 20, 2021 | SPE | P | 824 | $15.17 | $12,500 | 40,824 Direct | +2.06% | Acquired | -16.6% (price as of 2026-10-02) |
| Sept. 20, 2021 | SPE | P | 824 | $15.16 | $12,492 | 40,000 Direct | +2.10% | Acquired | -16.6% (price as of 2026-10-02) |
| Sept. 17, 2021 | PCF | S | 9,000 | $10.00 | $90,000 | 11,012 Direct | -44.97% | Disposed | -48.9% (price as of 2026-10-02) |
| July 19, 2021 | SPE | P | 1,000 | $15.00 | $15,000 | 39,175 Direct | +2.62% | Acquired | -15.7% (price as of 2026-10-02) |
| Feb. 2, 2021 | PCF | M | 11,183 | $8.24 | $92,148 | 19,234 Direct | +138.90% | Acquired | -38.0% (price as of 2026-10-02) |
| Dec. 15, 2020 | SPE | D | 400 | $25.53 | $10,212 | 0 Direct | -100.00% | Disposed | -50.5% (price as of 2026-10-02) |
| Dec. 15, 2020 | SPE | D | 350 | $25.56 | $8,946 | 400 Direct | -46.67% | Disposed | -50.5% (price as of 2026-10-02) |
| Oct. 30, 2020 | PCF | P | 100 | $7.24 | $724 | 5,876 Direct | +1.73% | Acquired | -29.4% (price as of 2026-10-02) |
| Oct. 30, 2020 | PCF | P | 1,900 | $7.25 | $13,775 | 7,776 Direct | +32.33% | Acquired | -29.5% (price as of 2026-10-02) |
| Oct. 28, 2020 | SPE | P | 2,000 | $11.48 | $22,960 | 35,684 Direct | +5.94% | Acquired | 10.2% (price as of 2026-10-02) |
| Sept. 11, 2020 | PCF | P | 50 | $8.26 | $413 | 5,776 Direct | +0.87% | Acquired | -38.1% (price as of 2026-10-02) |
| April 3, 2020 | SPE | P | 140 | $8.75 | $1,225 | 33,684 Direct | +0.42% | Acquired | 44.6% (price as of 2026-10-02) |
| April 3, 2020 | SPE | P | 220 | $8.73 | $1,921 | 33,544 Direct | +0.66% | Acquired | 44.9% (price as of 2026-10-02) |
| April 3, 2020 | SPE | P | 630 | $8.71 | $5,487 | 33,324 Direct | +1.93% | Acquired | 45.2% (price as of 2026-10-02) |
| April 3, 2020 | SPE | P | 10 | $8.70 | $87 | 32,694 Direct | +0.03% | Acquired | 45.4% (price as of 2026-10-02) |
| April 3, 2020 | PCF | P | 1,000 | $5.91 | $5,910 | 5,432 Direct | +22.56% | Acquired | -13.5% (price as of 2026-10-02) |
| April 3, 2020 | SWZ | P | 1,000 | $6.90 | $6,900 | 4,067 Direct | +32.61% | Acquired | -16.4% (price as of 2026-10-02) |
| March 9, 2020 | SPE | P | 238 | $12.49 | $2,973 | 32,353 Direct | +0.74% | Acquired | 1.3% (price as of 2026-10-02) |
| March 9, 2020 | SPE | P | 762 | $12.55 | $9,563 | 32,115 Direct | +2.43% | Acquired | 0.8% (price as of 2026-10-02) |
| Feb. 27, 2020 | SWZ | P | 1,000 | $8.00 | $8,000 | 3,057 Direct | +48.61% | Acquired | -27.9% (price as of 2026-10-02) |
| Oct. 23, 2019 | PCF | P | 1,750 | $8.48 | $14,840 | 4,250 Direct | +70.00% | Acquired | -39.7% (price as of 2026-10-02) |
| Oct. 8, 2019 | SWZ | P | 1,000 | $7.93 | $7,930 | 2,041 Direct | +96.06% | Acquired | -27.3% (price as of 2026-10-02) |
| Oct. 8, 2019 | PCF | P | 1,000 | $8.46 | $8,460 | 2,500 Direct | +66.67% | Acquired | -39.6% (price as of 2026-10-02) |
| Oct. 3, 2019 | PCF | P | 1,500 | $8.52 | $12,780 | 1,500 Direct | · | Acquired | -40.0% (price as of 2026-10-02) |
| Aug. 2, 2019 | SWZ | P | 1,000 | $8.00 | $8,000 | 1,041 Direct | +2439.02% | Acquired | -27.9% (price as of 2026-10-02) |
| Aug. 2, 2019 | SWZ | P | 1,000 | $8.00 | $8,000 | 1,041 Direct | +2439.02% | Acquired | -27.9% (price as of 2026-10-02) |
| July 25, 2019 | SPE | P | 2,700 | $13.98 | $37,746 | 29,483 Direct | +10.08% | Acquired | -9.5% (price as of 2026-10-02) |
| May 23, 2019 | SPE | P | 1,500 | $13.31 | $19,965 | 26,992 Direct | +5.88% | Acquired | -5.0% (price as of 2026-10-02) |
| March 19, 2019 | PCF | D | 1,178 | $9.25 | $10,896 | 0 Direct | -100.00% | Disposed | -44.8% (price as of 2026-10-02) |
| Nov. 20, 2018 | SWZ | D | 691 | $7.86 | $5,431 | 41 Direct | -94.40% | Disposed | -26.7% (price as of 2026-10-02) |
| Oct. 19, 2018 | SWZ | J | 232 | · | · | 732 Direct | +46.40% | Acquired | (price as of 2026-10-02) |
| Oct. 11, 2018 | SPE | P | 1,000 | $14.47 | $14,470 | 22,793 Direct | +4.59% | Acquired | -12.6% (price as of 2026-10-02) |
| March 22, 2018 | SPE | P | 1,000 | $14.82 | $14,820 | 21,793 Direct | +4.81% | Acquired | -14.6% (price as of 2026-10-02) |
| Feb. 5, 2018 | SPE | P | 5,200 | $14.98 | $77,896 | 20,793 Direct | +33.35% | Acquired | -15.6% (price as of 2026-10-02) |
| Jan. 4, 2018 | SPE | P | 2,000 | $15.10 | $30,200 | 13,899 Direct | +16.81% | Acquired | -16.2% (price as of 2026-10-02) |
| Nov. 1, 2016 | SPE | P | 3,000 | $14.16 | $42,480 | 11,899 Direct | +33.71% | Acquired | -10.7% (price as of 2026-10-02) |
| Oct. 26, 2016 | SPE | D | 2,321 | $15.61 | $36,231 | 8,899 Direct | -20.69% | Disposed | -19.0% (price as of 2026-10-02) |
| Aug. 26, 2016 | SPE | X | 750 | $25.00 | $18,750 | 750 Indirect | · | Acquired | -49.4% (price as of 2026-10-02) |
| Aug. 26, 2016 | SPE | X | 750 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 26, 2016 | SPE | X | 750 | $25.00 | $18,750 | 750 Direct | · | Acquired | -49.4% (price as of 2026-10-02) |
| Aug. 26, 2016 | SPE | X | 750 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Aug. 26, 2016 | SPE | X | 750 | $25.00 | $18,750 | 750 Direct | · | Acquired | -49.4% (price as of 2026-10-02) |
| Aug. 26, 2016 | SPE | X | 750 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 1, 2016 | SPE | P | 971 | $12.45 | $12,089 | 9,388 Indirect | +11.54% | Acquired | 1.6% (price as of 2026-10-02) |
| Jan. 4, 2016 | SPE | P | 1,500 | $13.05 | $19,575 | 11,220 Direct | +15.43% | Acquired | -3.1% (price as of 2026-10-02) |
| Aug. 25, 2015 | SPE | P | 1,500 | $14.28 | $21,420 | 10,720 Direct | +16.27% | Acquired | -11.4% (price as of 2026-10-02) |
| Aug. 19, 2015 | SPE | P | 1,000 | $14.85 | $14,850 | 9,220 Direct | +12.17% | Acquired | -14.8% (price as of 2026-10-02) |
| Aug. 7, 2015 | SPE | P | 1,000 | $15.02 | $15,020 | 8,220 Direct | +13.85% | Acquired | -15.8% (price as of 2026-10-02) |
| Feb. 27, 2014 | SPE | C | 500 | · | · | 500 Indirect | -50.00% | Disposed | (price as of 2026-10-02) |
| Feb. 27, 2014 | SPE | C | 225 | · | · | 225 Direct | -50.00% | Disposed | (price as of 2026-10-02) |
| Feb. 27, 2014 | SPE | C | 1,858 | · | · | 7,028 Indirect | +35.94% | Acquired | (price as of 2026-10-02) |
| Feb. 27, 2014 | SPE | C | 836 | · | · | 7,220 Direct | +13.10% | Acquired | (price as of 2026-10-02) |
| Feb. 26, 2014 | SPE | P | 900 | $16.00 | $14,400 | 5,170 Indirect | +21.08% | Acquired | -20.9% (price as of 2026-10-02) |
| Dec. 26, 2013 | SPE | P | 1,000 | $16.97 | $16,970 | 6,384 Direct | +18.57% | Acquired | -25.5% (price as of 2026-10-02) |
| Aug. 21, 2013 | SPE | P | 1,000 | $17.05 | $17,050 | 5,250 Direct | +23.53% | Acquired | -25.8% (price as of 2026-10-02) |
| May 1, 2013 | SPE | P | 2,000 | $17.08 | $34,160 | 4,250 Direct | +88.89% | Acquired | -25.9% (price as of 2026-10-02) |
| June 29, 2012 | SPE | X | 100 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| June 29, 2012 | SPE | X | 100 | $50.00 | $5,000 | 100 Indirect | · | Acquired | -74.7% (price as of 2026-10-02) |
| June 29, 2012 | SPE | P | 5 | $15.11 | $76 | 750 Indirect | -0.66% | Disposed | -16.3% (price as of 2026-10-02) |
| June 29, 2012 | SPE | P | 280 | $15.15 | $4,242 | 750 Indirect | -27.18% | Disposed | -16.5% (price as of 2026-10-02) |
| June 27, 2012 | SPE | P | 730 | $15.10 | $11,023 | 4,270 Indirect | -14.60% | Disposed | -16.2% (price as of 2026-10-02) |
| June 27, 2012 | SPE | X | 500 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| June 27, 2012 | SPE | X | 225 | $50.00 | $11,250 | 225 Indirect | · | Acquired | -74.7% (price as of 2026-10-02) |
| June 27, 2012 | SPE | X | 500 | $50.00 | $25,000 | 500 Indirect | · | Acquired | -74.7% (price as of 2026-10-02) |
| June 27, 2012 | SPE | X | 225 | · | · | 0 Indirect | -100.00% | Disposed | (price as of 2026-10-02) |
| July 27, 2011 | SPE | P | 1,000 | $15.61 | $15,610 | 5,000 Indirect | +25.00% | Acquired | -19.0% (price as of 2026-10-02) |
| Sept. 21, 2010 | SPE | P | 1,000 | $13.40 | $13,400 | 2,250 Indirect | +80.00% | Acquired | -5.6% (price as of 2026-10-02) |
| Sept. 21, 2010 | SPE | P | 1,000 | $13.40 | $13,400 | 2,250 Indirect | +80.00% | Acquired | -5.6% (price as of 2026-10-02) |
| July 21, 2010 | SPE | P | 1,000 | $13.40 | $13,400 | 1,000 Indirect | · | Acquired | -5.6% (price as of 2026-10-02) |
| July 21, 2010 | SPE | P | 1,000 | $12.99 | $12,990 | 1,000 Indirect | · | Acquired | -2.6% (price as of 2026-10-02) |
| May 6, 2010 | SPE | P | 550 | $13.28 | $7,304 | 1,250 Indirect | +78.57% | Acquired | -4.7% (price as of 2026-10-02) |
| May 5, 2010 | SPE | P | 700 | $13.28 | $9,296 | 700 Indirect | · | Acquired | -4.7% (price as of 2026-10-02) |
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 | $0.00 | · | 400 | Disposed |
| Dec. 15, 2020 | SPE | 3.50% Convertible Preferred Stock Series B | Common Stock | $0.00 | · | 350 | Disposed |
| Aug. 26, 2016 | SPE | 3.50% Convertible Preferred Stock, Series B | Common Stock | $0.00 | · | 750 | Acquired |
| Aug. 26, 2016 | SPE | Subscription Rights (right to buy) [F1] | 3.50% Convertible Preferred Stock, Series B | $25.00 | Aug. 26, 2016 | 750 | Disposed |
| Aug. 26, 2016 | SPE | 3.50% Convertible Preferred Stock, Series B | Common Stock | $0.00 | · | 750 | Acquired |
| Aug. 26, 2016 | SPE | Subscription Rights (right to buy) [F1] | 3.50% Convertible Preferred Stock, Series B | $25.00 | Aug. 26, 2016 | 750 | Disposed |
| Aug. 26, 2016 | SPE | 3.50% Convertible Preferred Stock, Series B | Common Stock | $0.00 | · | 750 | Acquired |
| Aug. 26, 2016 | SPE | Subscription Rights (right to buy) [F1] | 3.50% Convertible Preferred Stock, Series B | $25.00 | Aug. 26, 2016 | 750 | Disposed |
| Feb. 27, 2014 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock | $0.00 | · | 500 | Disposed |
| Feb. 27, 2014 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock | $0.00 | · | 225 | Disposed |
| June 29, 2012 | SPE | Subscription Rights (right to buy) [F2] | 3.00% Convertible Preferred Stock, Series A | $50.00 | July 9, 2012 | 100 | Disposed |
| June 29, 2012 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock | $0.00 | · | 100 | Acquired |
| June 27, 2012 | SPE | Subscription Rights (right to buy) [F2] | 3.00% Convertible Preferred Stock, Series A | $50.00 | July 9, 2012 | 500 | Disposed |
| June 27, 2012 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock | $0.00 | · | 225 | Acquired |
| June 27, 2012 | SPE | 3.00% Convertible Preferred Stock, Series A | Common Stock | $0.00 | · | 500 | Acquired |
| June 27, 2012 | SPE | Subscription Rights (right to buy) [F2] | 3.00% Convertible Preferred Stock, Series A | $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.