Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Global Inc.HGBL · Entity 256 | Director | March 31, 2023 | April 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Heritage Global Inc.
Report date March 31, 2023 · Filed April 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2023-03-31 transaction · row 1
1 source rowRow 1 · 2023-03-31 · Grant · Acquired 15,000 · Balance 30,000 F1: These shares are restricted and will vest in full on March 31, 2024 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are restricted and will vest in full on March 31, 2024
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 31, 2023 Filed Apr 3, 2023 17:48 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022057 · doc4.xml · nonDerivative · entry 1 Cho Shirley · CIK 0001904809 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 F1 · shares: These shares are restricted and will vest in full on March 31, 2024 Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 13:39 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044476 · doc4.xml · nonDerivative · entry 1 Cho Shirley · CIK 0001904809 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · price: These shares are restricted stock and will vest in full on March 31, 2023 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.