Jason Lemar Morgan

CIK 1866634 · View on SEC EDGAR ↗

Insider

First SEC filing: July 6, 2021 · Latest: July 6, 2021

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 37 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

37 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Sept. 27, 2021 HLIO S 10b5-1 400 $90.00 $36,000 162 Direct -71.17% Disposed -14.2% (price as of 2026-08-21)
Sept. 23, 2021 HLIO S 10b5-1 400 $87.50 $35,000 562 Direct -41.58% Disposed -11.7% (price as of 2026-08-21)
Sept. 22, 2021 HLIO S 10b5-1 400 $85.33 $34,132 962 Direct -29.37% Disposed -9.5% (price as of 2026-08-21)

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
Feb. 28, 2023 HLIO Restricted Stock Units Common Stock (348) — — 348 Disposed
Feb. 28, 2023 HLIO Performance-Based Restricted Stock Units Common Stock (1,926) — — 1,926 Disposed
Jan. 28, 2023 HLIO Restricted Stock Units Common Stock (251) — — 251 Disposed
Jan. 6, 2023 HLIO Performance-Based Restricted Stock Units Common Stock (3,853) — — 3,853 Acquired
Jan. 6, 2023 HLIO Restricted Stock Units Common Stock (3,853) — — 3,853 Acquired
Jan. 6, 2023 HLIO Restricted Stock Units Common Stock (3,500) — — 3,500 Acquired
Jan. 3, 2023 HLIO Restricted Stock Units Common Stock (486) — — 486 Disposed
Oct. 1, 2022 HLIO Stock Options (right to buy) Common Stock (4,000) $50.60 Oct. 1, 2032 4,000 Acquired
Feb. 28, 2022 HLIO Restricted Stock Units Common Stock (348) — — 348 Disposed
Feb. 25, 2022 HLIO Performance-Based Restricted Stock Units Common Stock (1,456) — — 1,456 Disposed
Feb. 22, 2022 HLIO Restricted Stock Units Common Stock (324) — — 324 Disposed
Jan. 28, 2022 HLIO Restricted Stock Units Common Stock (251) — — 251 Disposed
Jan. 3, 2022 HLIO Performance-Based Restricted Stock Units Common Stock (1,460) — — 1,460 Acquired
Jan. 3, 2022 HLIO Restricted Stock Units Common Stock (1,460) — — 1,460 Acquired
Jan. 1, 2022 HLIO Restricted Stock Units Common Stock (1,126) — — 1,126 Disposed
July 1, 2021 HLIO Restricted Stock Units Common Stock (713) — — 713 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 10 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
July 6, 2021 HLIO Restricted Stock Units [F1]→ Common Stock (324) 324 Direct
July 6, 2021 HLIO Performance-Based Restricted Stock Units→ Common Stock (971) 971 Direct
July 6, 2021 HLIO Restricted Stock Units→ Common Stock (696) 696 Direct
July 6, 2021 HLIO Performance-Based Restricted Stock Units→ Common Stock (1,043) 1,043 Direct
July 6, 2021 HLIO Restricted Stock Units→ Common Stock (713) 713 Direct
July 6, 2021 HLIO Restricted Stock Units→ Common Stock (1,126) 1,126 Direct
July 6, 2021 HLIO Restricted Stock Units→ Common Stock (754) 754 Direct
July 6, 2021 HLIO Performance-Based Restricted Stock Units→ Common Stock (754) 754 Direct
June 10, 2021 HLIO Common Stock 1,036 Direct
June 10, 2021 HLIO Common Stock 25 Indirect

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

HLIO

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2023 $350,000 — — — — — $632,953 $1,611,493
2022 $300,000 — — — $96,000 — $11,846 $818,497

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.