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 26, 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 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 272,104 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 20,000 · Balance 272,104 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 26, 2026 20:00 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-126170 · ownership.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,104 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 20:33 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-036375 · ownership.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,104 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 20:33 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029336 · ownership.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,104 F1 · shares: These shares are restricted and will vest in full on March 7, 2025. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 20:25 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 8,253 | $3.12 | $25,749.36 |
DisclosureSEC source: 0001209191-23-045837 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,104 Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 17:53 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022060 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,851 F1 · shares: These shares are restricted and will vest in full on March 31, 2024 Read SEC document |
| September 29, 2022 Filed Sep 30, 2022 23:52 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 6,500 | $1.61 | $10,465.00 |
DisclosureSEC source: 0001209191-22-051681 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,851 Read SEC document |
| September 22, 2022 Filed Sep 24, 2022 01:10 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 10,000 | $1.74 | $17,400.00 |
DisclosureSEC source: 0001209191-22-051196 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,351 Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 17:13 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 1,325 | $1.56 | $2,067.00 |
DisclosureSEC source: 0001209191-22-050842 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,351 Read SEC document |
| August 03, 2022 Filed Aug 5, 2022 13:42 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044478 · doc4.xml · nonDerivative · entry 2 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,026 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 13:42 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044478 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,026 F1 · price: These shares are restricted stock and will vest in full on March 31, 2023 Read SEC document |
| March 30, 2022 Filed Mar 31, 2022 15:02 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 18,657 | $1.35 | $25,186.95 |
DisclosureSEC source: 0001209191-22-021698 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,026 Read SEC document |
| December 21, 2021 Filed Dec 22, 2021 15:21 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 16,161 | $1.44 | $23,271.84 |
DisclosureSEC source: 0001209191-21-070892 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,369 Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 15:21 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 1,200 | $1.44 | $1,728.00 |
DisclosureSEC source: 0001209191-21-070892 · doc4.xml · nonDerivative · entry 2 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,208 Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 00:50 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 16,778 | $1.49 | $24,999.22 |
DisclosureSEC source: 0001209191-21-070082 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,008 Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 21:11 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 15,500 | $1.60 | $24,800.00 |
DisclosureSEC source: 0001209191-21-067557 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,230 Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 15:54 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 2,200 | $1.74 | $3,828.00 |
DisclosureSEC source: 0001209191-21-065728 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,730 Read SEC document |
| November 15, 2021 Filed Nov 15, 2021 19:13 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 20,000 | $1.80 | $36,000.00 |
DisclosureSEC source: 0001209191-21-064418 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,530 Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 00:15 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 966 | $1.85 | $1,787.10 |
DisclosureSEC source: 0001209191-21-053387 · doc4.xml · nonDerivative · entry 3 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,992 Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 00:15 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 20,000 | $1.88 | $37,600.00 |
DisclosureSEC source: 0001209191-21-053387 · doc4.xml · nonDerivative · entry 2 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,992 Read SEC document |
| August 25, 2021 Filed Aug 26, 2021 00:15 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 13,538 | $1.93 | $26,128.34 |
DisclosureSEC source: 0001209191-21-053387 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,530 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 21:32 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 10,000 | $0.00 Strike: $2.85 | $0.00 |
DisclosureSEC source: 0001209191-21-024184 · doc4.xml · derivative · entry 1 Hexner Michael · CIK 0001693277 · 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 |
| March 31, 2020 Filed Apr 6, 2020 23:12 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 10,000 | $0.00 Strike: $0.83 | $0.00 |
DisclosureSEC source: 0001209191-20-023664 · doc4.xml · derivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-03-31 F1 · derivative.exercise_date: Options vest 25% annually beginning on the first anniversary of the grant date. Read SEC document |
| September 27, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 12,500 | $0.90 | $11,250.00 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,026 Read SEC document |
| September 20, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 900 | $0.72 | $648.00 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 5 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Read SEC document |
| September 20, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 900 | $0.73 | $657.00 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 4 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200 Read SEC document |
| September 20, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 900 | $0.74 | $666.00 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 3 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 Read SEC document |
| September 20, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 7,426 | $0.77 | $5,734.36 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 2 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,526 Read SEC document |
| May 31, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 3,260 | $0.57 | $1,858.20 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 6 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Read SEC document |
| May 24, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 125 | $0.57 | $71.25 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 7 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140 Read SEC document |
| May 20, 2019 Filed Oct 1, 2019 16:26 UTC | Heritage Global Inc. HGBL · Entity 256 | PurchaseCommon Stock | 15 | $0.57 | $8.55 |
DisclosureSEC source: 0001209191-19-051214 · doc4.xml · nonDerivative · entry 8 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15 Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 14:47 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 10,000 | $0.00 Strike: $0.53 | $0.00 |
DisclosureSEC source: 0001209191-19-022157 · doc4.xml · derivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-03-29 F1 · derivative.exercise_date: Options vest 25% annually beginning on the first anniversary of the grant date. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 00:29 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 10,000 | $0.00 Strike: $0.40 | $0.00 |
DisclosureSEC source: 0001062993-18-001466 · form4.xml · derivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common stock · 10,000 shares Expires 2028-03-30 F1 · derivative.exercise_date: Options vest 25% annually beginning on the first anniversary of the grant date. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:37 UTC | Heritage Global Inc. HGBL · Entity 256 | GrantOption to purchase common stock · Derivative | 10,000 | $0.00 Strike: $0.48 | $0.00 |
DisclosureSEC source: 0001062993-17-001718 · form4.xml · derivative · entry 1 Hexner Michael · CIK 0001693277 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common stock · 10,000 shares Expires 2027-03-31 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.