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Soon-Shiong Patrick's Form 4 filing

Heliogen, Inc. (HLGN) · filed Jun 21, 2023

Accession no.
0000899243-23-016170
Filed
Jun 21, 2023, 6:16 PM ET
Trade date
Jun 16-21, 2023
Filing delay
5 days
Rule 10b5-1 plan
Not checked

This filing lists 3 non-derivative transactions. Open-market purchases total $85.4K. It was filed 5 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 16, 2023Common StockPPurchaseAcquired+40,048$0.2198F1+$8,802.5531,901,165Direct
Jun 20, 2023Common StockPPurchaseAcquired+62,916$0.234F3+$14,722.3431,964,081Direct
Jun 21, 2023Common StockPPurchaseAcquired+263,695$0.2346F4+$61,862.8532,227,776Direct

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 $0.2161 to $0.2200. 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 $0.2327 to $0.2350. 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 $0.2304 to $0.2350. 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)