BERKMAN DAVID J
Director · HLNE
As of 2026-09-16, BERKMAN DAVID J has 2 Form 4 transactions on record across 1 company — 2 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings
- Direct $0
- Indirect $2.2M
| HLNE | indirect | 25,000 sh | $2.2M |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | HLNE | Purchase | 15,000 @ $76.27 | $1.1M | +150.0% of holding | 25,000 | Form 4 |
| 2026-02-24 | HLNE | Purchase | 10,000 @ $101.00 | $1.0M | ownership Δ n/a | 10,000 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.