Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Global Inc.HGBL · Entity 256 | Director | March 05, 2026 | March 27, 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 March 05, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,800 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 20,000 · Balance 95,800 F1: These shares are restricted and will vest quarterly with 25% vesting on June 5, 2026; 25% vesting on September 5, 2026; 25% vesting on December 5, 2026; and 25% vesting on March 5, 2027 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are restricted and will vest quarterly with 25% vesting on June 5, 2026; 25% vesting on September 5, 2026; 25% vesting on December 5, 2026; and 25% vesting on March 5, 2027
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 05, 2026 Filed Mar 27, 2026 14:33 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-127914 · ownership.xml · nonDerivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,800 F1 · shares: These shares are restricted and will vest quarterly with 25% vesting on June 5, 2026; 25% vesting on September 5, 2026; 25% vesting on December 5, 2026; and 25% vesting on March 5, 2027 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 21:52 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036559 · ownership.xml · nonDerivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,800 F1 · shares: These shares are restricted and will vest quarterly with 25% vesting on June 6, 2025; 25% vesting on September 6, 2025; 25% vesting on December 6, 2025; and 25% vesting on March 6, 2026 Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:27 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029316 · ownership.xml · nonDerivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,800 F1 · shares: These shares are restricted and will vest in full on March 7, 2025. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 01:16 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022442 · doc4.xml · nonDerivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,800 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 17:00 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044520 · doc4.xml · nonDerivative · entry 2 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,800 F2 · price: These shares were granted with a time vesting term that was completed prior to the date of grant, due to the delay in the Company's ability to grant these shares. Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 17:00 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044520 · doc4.xml · nonDerivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,800 F1 · price: These shares are restricted stock and will vest in full on March 31, 2023 Read SEC document |
| December 30, 2021 Filed Dec 30, 2021 17:36 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 800 | $1.55 | $1,240.00 |
DisclosureSEC source: 0001209191-21-071575 · doc4.xml · nonDerivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 21:26 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 10,000 | $0.00 Strike: $2.85 | $0.00 |
DisclosureSEC source: 0001209191-21-024171 · doc4.xml · derivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2031-03-31 F1 · derivative.exercise_date: Options vest 25% annually beginning on the first anniversary of the grant date. Read SEC document |
| November 05, 2020 Filed Feb 5, 2021 21:48 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 25,000 | $0.00 Strike: $1.77 | $0.00 |
DisclosureSEC source: 0001209191-21-008118 · doc4.xml · derivative · entry 1 Sharpe Kelly S · CIK 0001844350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2030-11-05 F1 · derivative.exercise_date: Options vest 25% annually beginning on the first anniversary of the grant date. 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.