Marco W. Hellman
CIK 1294991 · View on SEC EDGAR ↗
Activist
First SEC filing: Feb. 11, 2025 · Latest: Feb. 11, 2025
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 16 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
16 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 6, 2018 | LPLA | S | 29,300 | $63.63 | $1,864,359 | 492,390 Indirect | -5.62% | Disposed | 483.7% (price as of 2026-08-19) |
| Feb. 28, 2018 | LPLA | S | 10,886 | $66.00 | $718,476 | 521,690 Indirect | -2.04% | Disposed | 462.7% (price as of 2026-08-19) |
| Feb. 27, 2018 | LPLA | S | 159,814 | $66.22 | $10,582,883 | 532,576 Indirect | -23.08% | Disposed | 460.8% (price as of 2026-08-19) |
| Feb. 26, 2018 | LPLA | S | 47,920 | $66.00 | $3,162,720 | 692,390 Indirect | -6.47% | Disposed | 462.7% (price as of 2026-08-19) |
| Feb. 22, 2018 | LPLA | S | 1,150,000 | $62.12 | $71,438,000 | 740,310 Indirect | -60.84% | Disposed | 497.9% (price as of 2026-08-19) |
| Feb. 13, 2017 | LPLA | S | 900,000 | $40.00 | $36,000,000 | 1,885,143 Indirect | -32.31% | Disposed | 828.5% (price as of 2026-08-19) |
| June 7, 2007 | BLKB | S 10b5-1 | 10,000 | $22.24 | $222,400 | 97,988 Direct | -9.26% | Disposed | 105.7% (price as of 2026-08-19) |
| May 4, 2007 | BLKB | S 10b5-1 | 10,000 | $25.35 | $253,500 | 107,988 Direct | -8.48% | Disposed | 80.5% (price as of 2026-08-19) |
| April 16, 2007 | BLKB | S 10b5-1 | 10,000 | $23.44 | $234,400 | 117,988 Direct | -7.81% | Disposed | 95.2% (price as of 2026-08-19) |
| March 15, 2007 | BLKB | S 10b5-1 | 10,000 | $22.64 | $226,400 | 127,988 Direct | -7.25% | Disposed | 102.1% (price as of 2026-08-19) |
| Feb. 21, 2007 | BLKB | S 10b5-1 | 10,000 | $23.63 | $236,300 | 137,988 Direct | -6.76% | Disposed | 93.6% (price as of 2026-08-19) |
| Dec. 8, 2006 | BLKB | S 10b5-1 | 10,000 | $25.98 | $259,800 | 147,988 Direct | -6.33% | Disposed | 76.1% (price as of 2026-08-19) |
| Nov. 7, 2006 | BLKB | S 10b5-1 | 10,000 | $26.42 | $264,200 | 157,988 Direct | -5.95% | Disposed | 73.2% (price as of 2026-08-19) |
| Oct. 3, 2006 | BLKB | S 10b5-1 | 10,000 | $23.58 | $235,800 | 167,988 Direct | -5.62% | Disposed | 94.0% (price as of 2026-08-19) |
| Sept. 12, 2006 | BLKB | S 10b5-1 | 10,000 | $22.68 | $226,800 | 177,988 Direct | -5.32% | Disposed | 101.7% (price as of 2026-08-19) |
| Aug. 14, 2006 | BLKB | S 10b5-1 | 10,000 | $21.27 | $212,700 | 187,988 Direct | -5.05% | Disposed | 115.1% (price as of 2026-08-19) |
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 |
|---|---|---|---|---|---|---|---|
| July 22, 2004 | BLKB | Stock Option (Right to Buy) | Common Stock (22,500) | $8.00 | July 22, 2014 | 22,500 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.