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Soon-Shiong Patrick's Form 4 filing

Heliogen, Inc. (HLGN) · filed Jun 15, 2023

Accession no.
0000899243-23-015652
Filed
Jun 15, 2023, 7:31 PM ET
Trade date
Jun 13-15, 2023
Filing delay
2 days
Rule 10b5-1 plan
Not checked

This filing lists 3 non-derivative transactions. Open-market purchases total $350.6K. 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 13, 2023Common StockPPurchaseAcquired+1,058,542$0.199F1+$210,649.8631,193,753Direct
Jun 14, 2023Common StockPPurchaseAcquired+279,752$0.21F3+$58,747.9231,473,505Direct
Jun 15, 2023Common StockPPurchaseAcquired+387,612$0.2096F4+$81,243.4831,861,117Direct

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 $0.1912 to $0.2000. 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 $0.2090 to $0.2100. 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 $0.2085 to $0.2100. 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)