Marco W. Hellman
Activist
First SEC filing: Feb. 11, 2025 · Latest: Feb. 11, 2025
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 |
|---|---|---|---|---|---|---|---|---|---|
| March 6, 2018 | LPLA | S | 29,300 | $63.63 | $1,864,359 | 492,390 Indirect | -5.62% | Disposed | 421.7% (price as of 2026-10-05) |
| Feb. 28, 2018 | LPLA | S | 10,886 | $66.00 | $718,476 | 521,690 Indirect | -2.04% | Disposed | 403.0% (price as of 2026-10-05) |
| Feb. 27, 2018 | LPLA | S | 159,814 | $66.22 | $10,582,883 | 532,576 Indirect | -23.08% | Disposed | 401.3% (price as of 2026-10-05) |
| Feb. 26, 2018 | LPLA | S | 47,920 | $66.00 | $3,162,720 | 692,390 Indirect | -6.47% | Disposed | 403.0% (price as of 2026-10-05) |
| Feb. 22, 2018 | LPLA | S | 1,150,000 | $62.12 | $71,438,000 | 740,310 Indirect | -60.84% | Disposed | 434.4% (price as of 2026-10-05) |
| May 18, 2017 | LPLA | A | 3,199 | · | · | 3,199 Direct | · | Acquired | (price as of 2026-10-05) |
| May 18, 2017 | LPLA | A | 1,968 | · | · | 5,167 Direct | +61.52% | Acquired | (price as of 2026-10-05) |
| Feb. 13, 2017 | LPLA | S | 900,000 | $40.00 | $36,000,000 | 1,885,143 Indirect | -32.31% | Disposed | 730.0% (price as of 2026-10-05) |
| Dec. 14, 2016 | LPLA | A | 3,468 | · | · | 3,468 Direct | · | Acquired | (price as of 2026-10-05) |
| Dec. 14, 2016 | LPLA | A | 1,734 | · | · | 5,202 Direct | +50.00% | Acquired | (price as of 2026-10-05) |
| Aug. 4, 2009 | BLKB | A | 4,144 | · | · | 108,352 Direct | +3.98% | Acquired | (price as of 2026-10-05) |
| Aug. 8, 2008 | BLKB | A | 4,144 | · | · | 104,208 Direct | +4.14% | Acquired | (price as of 2026-10-05) |
| Feb. 19, 2008 | BLKB | G | 2,000 | · | · | 100,064 Direct | -1.96% | Disposed | (price as of 2026-10-05) |
| July 1, 2007 | BLKB | A | 4,076 | · | · | 102,064 Direct | +4.16% | Acquired | (price as of 2026-10-05) |
| June 7, 2007 | BLKB | S 10b5-1 | 10,000 | $22.24 | $222,400 | 97,988 Direct | -9.26% | Disposed | 94.7% (price as of 2026-10-05) |
| May 4, 2007 | BLKB | S 10b5-1 | 10,000 | $25.35 | $253,500 | 107,988 Direct | -8.48% | Disposed | 70.8% (price as of 2026-10-05) |
| April 16, 2007 | BLKB | S 10b5-1 | 10,000 | $23.44 | $234,400 | 117,988 Direct | -7.81% | Disposed | 84.8% (price as of 2026-10-05) |
| March 15, 2007 | BLKB | S 10b5-1 | 10,000 | $22.64 | $226,400 | 127,988 Direct | -7.25% | Disposed | 91.3% (price as of 2026-10-05) |
| Feb. 21, 2007 | BLKB | S 10b5-1 | 10,000 | $23.63 | $236,300 | 137,988 Direct | -6.76% | Disposed | 83.3% (price as of 2026-10-05) |
| Dec. 8, 2006 | BLKB | S 10b5-1 | 10,000 | $25.98 | $259,800 | 147,988 Direct | -6.33% | Disposed | 66.7% (price as of 2026-10-05) |
| Nov. 7, 2006 | BLKB | S 10b5-1 | 10,000 | $26.42 | $264,200 | 157,988 Direct | -5.95% | Disposed | 63.9% (price as of 2026-10-05) |
| Oct. 3, 2006 | BLKB | S 10b5-1 | 10,000 | $23.58 | $235,800 | 167,988 Direct | -5.62% | Disposed | 83.7% (price as of 2026-10-05) |
| Sept. 12, 2006 | BLKB | S 10b5-1 | 10,000 | $22.68 | $226,800 | 177,988 Direct | -5.32% | Disposed | 91.0% (price as of 2026-10-05) |
| Aug. 14, 2006 | BLKB | S 10b5-1 | 10,000 | $21.27 | $212,700 | 187,988 Direct | -5.05% | Disposed | 103.6% (price as of 2026-10-05) |
| July 1, 2006 | BLKB | A | 3,965 | · | · | 197,988 Direct | +2.04% | Acquired | (price as of 2026-10-05) |
| Feb. 27, 2006 | BLKB | G | 55,100 | · | · | 194,023 Direct | -22.12% | Disposed | (price as of 2026-10-05) |
| Feb. 22, 2006 | BLKB | J | 67,877 | · | · | 249,123 Direct | +37.45% | Acquired | (price as of 2026-10-05) |
| Nov. 22, 2005 | BLKB | J | 85,259 | · | · | 181,246 Direct | +88.82% | Acquired | (price as of 2026-10-05) |
| Aug. 10, 2005 | BLKB | J | 45,071 | · | · | 95,987 Direct | +88.52% | Acquired | (price as of 2026-10-05) |
| June 21, 2005 | BLKB | A | 6,425 | · | · | 50,916 Direct | +14.44% | Acquired | (price as of 2026-10-05) |
| June 1, 2005 | BLKB | J | 44,491 | · | · | 44,491 Direct | · | Acquired | (price as of 2026-10-05) |
| July 22, 2004 | BLKB | A | 22,500 | · | · | 22,500 Direct | · | Acquired | (price as of 2026-10-05) |
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 | $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.