Joshua Stefan Helmich
First SEC filing: July 16, 2024 · Latest: July 16, 2024
Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 15, 2026 | HTLD | A | 500 | · | · | 8,113 Direct | +6.57% | Acquired | (price as of 2026-10-02) |
| May 15, 2026 | HTLD | F | 167 | $13.30 | $2,221 | 7,946 Direct | -2.06% | Disposed | -10.5% (price as of 2026-10-02) |
| Oct. 1, 2025 | HTLD | F | 70 | $8.33 | $583 | 7,613 Direct | -0.91% | Disposed | 42.9% (price as of 2026-10-02) |
| July 1, 2025 | HTLD | F | 86 | $8.93 | $768 | 7,683 Direct | -1.11% | Disposed | 33.3% (price as of 2026-10-02) |
| April 1, 2025 | HTLD | F | 83 | $9.30 | $772 | 7,769 Direct | -1.06% | Disposed | 28.0% (price as of 2026-10-02) |
| Jan. 1, 2025 | HTLD | A | 1,000 | · | · | 7,852 Direct | +14.59% | Acquired | (price as of 2026-10-02) |
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 |
|---|---|---|---|---|
| July 16, 2024 | HTLD | Common Stock | 6,852 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2025 | $286,000 | · | $10,960 | · | · | · | $14,416 | $311,376 |
| 2024 | $286,180 | · | · | · | · | · | $12,589 | $298,769 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.