Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Global Inc.HGBL · Entity 256 | CFO | August 20, 2026 | August 20, 2026 |
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 August 20, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 245,353 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 20,000 · Balance 245,353 |
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 20, 2026 21:03 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 20,000 | $1.10 | $22,000.00 |
DisclosureSEC source: 0001193125-26-359359 · ownership.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,353 Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 20:00 UTC | Heritage Global Inc. HGBL · Entity 256 | Tax withholdingCommon Stock | 6,408 | $2.11 | $13,520.88 |
DisclosureSEC source: 0000950170-25-045184 · ownership.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,353 F1 · shares: Shares withheld by Heritage Global Inc. to satisfy tax withholding on restricted stock Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:00 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 11,848 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036229 · ownership.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,761 F1 · shares: These shares are restricted and will vest in full on March 6, 2026. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:00 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-001094 · ownership.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,913 F1 · shares: These shares are restricted and vest 25% annually until December 31, 2028 Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 01:02 UTC | Heritage Global Inc. HGBL · Entity 256 | Tax withholdingCommon Stock | 13,638 | $2.93 | $39,959.34 |
DisclosureSEC source: 0000950170-24-033903 · ownership.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,913 F1 · shares: Shares withheld by Heritage Global Inc. to satisfy tax withholding on restricted stock Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:11 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 25,597 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029247 · ownership.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,551 F1 · shares: These shares are restricted and will vest in full on March 7, 2025. Read SEC document |
| March 01, 2023 Filed Mar 17, 2023 15:53 UTC | Heritage Global Inc. HGBL · Entity 256 | Tax withholdingCommon Stock | 7,934 | $2.57 | $20,390.38 |
DisclosureSEC source: 0001209191-23-019506 · doc4.xml · nonDerivative · entry 2 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,771 Read SEC document |
| March 01, 2023 Filed Mar 17, 2023 15:53 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 19,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019506 · doc4.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,705 F1 · shares: These shares are restricted and will vest in full on March 1, 2024. Read SEC document |
| March 01, 2023 Filed Apr 11, 2023 16:18 UTC Amendment | Heritage Global Inc. HGBL · Entity 256 | Tax withholdingCommon Stock | 8,059 | $2.53 | $20,389.27 |
DisclosureSEC source: 0001209191-23-023974 · doc4a.xml · nonDerivative · entry 2 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,954 Read SEC document |
| March 01, 2023 Filed Apr 11, 2023 16:18 UTC Amendment | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 19,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023974 · doc4a.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,013 F1 · shares: On March 17, 2023 the reporting person filed a Form 4 erroneously reporting the share price of $2.57 per share on disposed shares of common stock. The correct price per share is $2.53. This amendment is being filed to correct the share price, total shares of common stock issued and total shares of common stock withheld by the issuer in order to satisfy the persons payroll tax liability. As a result of the error described above, 308 shares were omitted from Table I, Column 4 and 125 shares were omitted from Column 5. The correct number shares of common stock issued is 19,763 and the correct number of shares of common stock withheld by the issuer is 8,059. F2 · shares: These shares are restricted and will vest in full on March 1, 2024. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 15:56 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 100,000 | $0.00 Strike: $2.49 | $0.00 |
DisclosureSEC source: 0001209191-23-007970 · doc4.xml · derivative · entry 1 COBB BRIAN J. · CIK 0001854033 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2033-02-07 F1 · derivative.exercise_date: Options vest 25% annually beginning on the first anniversary of the grant date. Read SEC document |
| May 16, 2022 Filed May 16, 2022 21:13 UTC | Heritage Global Inc. HGBL · Entity 256 | Exercise / conversionOption to purchase common stock · Derivative | 11,250 | $0.00 Strike: $0.45 | $0.00 |
DisclosureSEC source: 0001209191-22-029228 · doc4.xml · derivative · entry 2 COBB BRIAN J. · CIK 0001854033 · VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 shares Expires 2022-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options were granted 1/19/2018 and vest 25% annually beginning on the first anniversary of the grant date. Read SEC document |
| May 16, 2022 Filed May 16, 2022 21:13 UTC | Heritage Global Inc. HGBL · Entity 256 | Exercise / conversionCommon Stock | 11,250 | $0.45 | $5,062.50 |
DisclosureSEC source: 0001209191-22-029228 · doc4.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 18:23 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 6,000 | $1.74 | $10,440.00 |
DisclosureSEC source: 0001209191-21-064090 · doc4.xml · nonDerivative · entry 2 COBB BRIAN J. · CIK 0001854033 · VP of Finance and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,625 Read SEC document |
| November 12, 2021 Filed Nov 12, 2021 18:23 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 4,375 | $1.59 | $6,956.25 |
DisclosureSEC source: 0001209191-21-064090 · doc4.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · VP of Finance and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Read SEC document |
| August 25, 2021 Filed Aug 25, 2021 15:59 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 10,500 | $1.85 | $19,425.00 |
DisclosureSEC source: 0001209191-21-053280 · doc4.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · VP of Finance and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,625 Read SEC document |
| June 22, 2021 Filed Jun 28, 2021 16:42 UTC | Heritage Global Inc. HGBL · Entity 256 | Exercise / conversionOption to purchase common stock · Derivative | 11,250 | $0.00 Strike: $0.45 | $0.00 |
DisclosureSEC source: 0001209191-21-043446 · doc4.xml · derivative · entry 3 COBB BRIAN J. · CIK 0001854033 · VP of Finance and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Common Stock · 11,250 shares Expires 2028-01-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Options were granted 1/19/2018 and vested 25% annually beginning on the first anniversary of the grant date. Read SEC document |
| June 22, 2021 Filed Jun 28, 2021 16:42 UTC | Heritage Global Inc. HGBL · Entity 256 | Tax withholdingCommon Stock | 5,815 | $2.50 | $14,537.50 |
DisclosureSEC source: 0001209191-21-043446 · doc4.xml · nonDerivative · entry 2 COBB BRIAN J. · CIK 0001854033 · VP of Finance and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,125 Read SEC document |
| June 22, 2021 Filed Jun 28, 2021 16:42 UTC | Heritage Global Inc. HGBL · Entity 256 | Exercise / conversionCommon Stock | 11,250 | $0.45 | $5,062.50 |
DisclosureSEC source: 0001209191-21-043446 · doc4.xml · nonDerivative · entry 1 COBB BRIAN J. · CIK 0001854033 · VP of Finance and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,940 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.