Filing Date |
T Date |
Ticker |
Sector |
Ind | Industry |
Owner |
oSt |
Rel |
Title |
T |
TVal |
Price |
L |
Qty |
oc |
Own |
H |
r2y |
r1y |
r6m |
r3m |
r6w |
r3w |
r7d |
r3d |
f1d |
f1w |
f1m |
f3m |
f6m |
f1y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/25/26 16:06 | 2/24/26 | HLNE | Financ | InvAdv | Investment Advice | Berkman David J | PA | D | P | 1,010 | 101.00 | 0 | 10 | 40 | 35 | I | |||||||||||||||
2/24/26 16:07 | 2/20/26 | HLNE | Financ | InvAdv | Investment Advice | Hirsch Erik R. | PA | DOT | Co-CEO | P.d | 988 | 107.13 | 0 | 9 | 1 | 880 | D | ||||||||||||||
2/24/26 16:07 | 2/20/26 | HLNE | Financ | InvAdv | Investment Advice | Delgado-Moreira Juan | PA | DOT | Co-CEO | P.d | 989 | 107.24 | 0 | 9 | 1 | 1,338 | D | ||||||||||||||
2/24/26 16:06 | 2/20/26 | HLNE | Financ | InvAdv | Investment Advice | Kramer Andrea Anigati | PA | OT | COO | P.d | 250 | 107.53 | 0 | 2 | 1 | 220 | D | ||||||||||||||
2/24/26 16:06 | 2/20/26 | HLNE | Financ | InvAdv | Investment Advice | Giannini Mario L | PA | OT | Exec Co | P.d | 990 | 107.32 | 0 | 9 | 1 | 1,418 | D | ||||||||||||||
11/10/25 20:20 | 11/7/25 | HLNE | Financ | InvAdv | Investment Advice | Delgado-Moreira Juan | PA | DOT | Co-CEO | P.d | 1,043 | 130.35 | 0 | 8 | 1 | 1,329 | D | ||||||||||||||
11/13/24 16:31 | 11/11/24 | HLNE | Financ | InvAdv | Investment Advice | Delgado-Moreira Juan | PA | DOT | Co-CEO | P.d | 106 | 201.81 | 0 | 1 | 0 | 1,287 | I |
| D | Derivative transaction in filing (usually option exercise) |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| A | Amended filing |
| E | Error detected in filing |
| S - Sale | Sale of securities on an exchange or to another person |
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) |
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company |
| P - Purchase | Purchase of securities on an exchange or from another person |