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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/25 16:51 | 2/12/25 | HLNE | Financ | InvAdv | Investment Advice | Rogers Hartley R. | PA | DOT | Exec Co- | S.d | -1,631 | 159.00 | 0 | -10 | 0 | 6,761 | M | ||||||||||||||
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 | ||||||||||||||
3/11/24 17:29 | 3/7/24 | HLNE | Financ | InvAdv | Investment Advice | Oakville Number 2 Trust | PA | T | S.d | -5,940 | 108.00 | 0 | -55 | -10 | 480 | D | |||||||||||||||
8/18/23 16:05 | 8/16/23 | HLNE | Financ | InvAdv | Investment Advice | Varma Atul | PA | O | Senior A | S.d | -42 | 92.25 | 0 | 0 | -5 | 9 | D | ||||||||||||||
3/9/23 19:58 | 3/9/23 | HLNE | Financ | InvAdv | Investment Advice | Oakville Number 2 Trust | PA | T | S.d | -7,641 | 76.41 | 0 | -100 | -16 | 535 | D | |||||||||||||||
11/7/22 17:33 | 11/7/22 | HLNE | Financ | InvAdv | Investment Advice | Graves Reynoldo Vann | PA | D | S | -17 | 65.81 | 0 | 0 | -49 | 0 | D | |||||||||||||||
9/2/22 16:08 | 8/31/22 | HLNE | Financ | InvAdv | Investment Advice | Delgado-Moreira Juan | PA | OT | Vice CB | P.m | 1,040 | 69.36 | 0 | 15 | 1 | 1,272 | D |
| 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 |