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Soon-Shiong Patrick's Form 4 filing

Heliogen, Inc. (HLGN) · filed Jun 9, 2023

Accession no.
0000899243-23-015295
Filed
Jun 9, 2023, 7:45 PM ET
Trade date
Jun 7-9, 2023
Filing delay
2 days
Rule 10b5-1 plan
Not checked

This filing lists 3 non-derivative transactions. Open-market purchases total $852.2K. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Soon-Shiong PatrickCIK 000118902010% Owner
California Capital Equity, LLCCIK 000151776410% Owner
Nant Capital, LLCCIK 000167575810% Owner

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Jun 7, 2023Common StockPPurchaseAcquired+1,000,000$0.2452F1+$245,20027,400,113Direct
Jun 8, 2023Common StockPPurchaseAcquired+1,966,263$0.2188F3+$430,218.3429,366,376Direct
Jun 9, 2023Common StockPPurchaseAcquired+768,835$0.2299F4+$176,755.1730,135,211Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

This transaction was executed in multiple trades at prices ranging from $0.2437 to $0.2485. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Referenced by the price of 1 transaction in Table I.

F3

This transaction was executed in multiple trades at prices ranging from $0.214 to $0.23. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Referenced by the price of 1 transaction in Table I.

F4

This transaction was executed in multiple trades at prices ranging from $0.2298 to $0.23. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Referenced by the price of 1 transaction in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)