Heliogen Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

OTCPK:HLGN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Dec 24	SellUS$23,681	Phyllis Newhouse	Individual	12,582	US$1.88
24 Jul 24	BuyUS$120,020	Galloway Capital Partners, LLC	Company	42,033	US$3.17
17 May 24	BuyUS$173,218	Galloway Capital Partners, LLC	Company	104,219	US$2.28
15 Feb 24	BuyUS$672,072	Patrick Soon-Shiong	Individual	442,298	US$1.52
15 Feb 24	SellUS$672,072	William Gross	Individual	442,298	US$1.52

Insider Trading Volume

Insider Buying: HLGN insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLGN?
Owner Type	Number of Shares	Ownership Percentage
Institutions	444,845	7.33%
Individual Insiders	846,742	14%
VC/PE Firms	946,275	15.6%
General Public	3,829,339	63.1%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2%.

Top Shareholders

Top 22 shareholders own 36.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.6%	Nant Capital, LLC	946,275	US$1.8m	0%	no data
8.39%	Patrick Soon-Shiong	509,318	US$993.2k	0%	no data
6.94%	Galloway Capital Partners, LLC	420,833	US$820.6k	11.1%	no data
2.35%	William Gross	142,313	US$277.5k	0%	no data
1.87%	Phyllis Newhouse	113,340	US$221.0k	-11.8%	no data
0.38%	CM-CIC Asset Management SA	23,011	US$44.9k	0%	no data
0.36%	Christiana Obiaya	21,822	US$42.6k	14.2%	no data
0.2%	Andrew Lambert	12,141	US$23.7k	0%	no data
0.16%	Thomas Doyle	9,675	US$18.9k	10.9%	no data
0.11%	Wilda Siu	6,915	US$13.5k	23.5%	no data
0.1%	Stacey Abrams	6,168	US$12.0k	-67.6%	no data
0.095%	Julie Kane	5,739	US$11.2k	59.6%	no data
0.095%	Suntharesan Padmanathan	5,739	US$11.2k	59.6%	no data
0.068%	Kelly Rosser	4,124	US$8.0k	0%	no data
0.059%	Robert Kavner	3,596	US$7.0k	0%	no data
0.049%	Barbara Burger	2,996	US$5.8k	251%	no data
0.047%	Roger Lazarus	2,856	US$5.6k	300%	no data
0.0076%	Idealab Studio, LLC	462	US$900.3	0%	no data
0.0047%	Avior Wealth Management, LLC	285	US$556.1	0%	no data
0.0037%	Tidal Investments LLC	223	US$435.4	1.36%	no data
0.00028%	Horizon Financial Services, LLC	17	US$33.1	0%	no data
0.00023%	MFA Wealth Advisors, LLC	14	US$27.2	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 02:55
End of Day Share Price	2024/12/26 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Heliogen, Inc. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Vikram Bagri	Citigroup Inc
Robert Wertheimer	Melius Research LLC
Gabriele Sorbara	Siebert Williams Shank & Co., LLC