HGBL
HERITAGE GLOBAL (HGBL)
NASDAQ
$1.30+$0.04 (+2.86%)
Price as of Oct 02, 2026 4:00 PM EDT
  • $43.6M
    Market Cap
  • -21.25%
    1-Year Change
  • Capital Markets
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
MINK BROOK ASSET MANAGEMENT LLC
6.54%
2.3M
+34,821 (+1.53%)
Jun 30, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
5.82%
2.0M
-222,690 (-11.02%)
Jun 30, 2026
VANGUARD GROUP INC
5.39%
1.9M
+14,013 (+0.75%)
Dec 31, 2025
TOPLINE CAPITAL MANAGEMENT, LLC
5.14%
1.8M
0 (0.00%)
Jun 30, 2026
N/A
4.77%
1.7M
+1.7M (+100.00%)
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
4.01%
1.4M
-263,909 (-18.94%)
Jun 30, 2026
TRUFFLE HOUND CAPITAL, LLC
3.17%
1.1M
0 (0.00%)
Jun 30, 2026

Current Ownership Distribution

  • Institutions180.5M (75.12%)
  • Mutual Funds34.5M (14.36%)
  • Insiders25.3M (10.53%)
  • Other0 (0.00%)

Insider Transactions

  • 10.53% (25.3M)
    Current InsiderOwnership (%, shares)
  • 3
    Number of InsiderBuying (last 12 months)
  • $247,888.30
    Amount of InsiderBuying (last 12 months)
  • 2
    Number of InsiderSelling (last 12 months)
  • $4.4M
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
Sklar James Edward
EVP, Gen Counsel & Secretary
Sell
Oct 01, 2026
$3,175.00
2,500
$1.27
252,391
DOVE ROSS
CEO
Sell
Sep 25, 2026
$399,000.00
300,000
$1.33
2.0M
Burnham William L
Buy
Sep 25, 2026
$399,000.00
300,000
$1.33
300,000
Sklar James Edward
EVP, Gen Counsel & Secretary
Sell
Sep 01, 2026
$3,175.00
2,500
$1.27
254,891
COBB BRIAN J.
CFO
Buy
Aug 20, 2026
$22,000.00
20,000
$1.10
245,353
Hounsell Bruce Kenneth
President, Heritage DebtX LLC
Buy
Aug 17, 2026
$11,395.00
10,000
$1.14
10,000
Sklar James Edward
EVP, Gen Counsel & Secretary
Sell
Apr 01, 2026
$5,040.90
3,734
$1.35
261,125
Hexner Michael
Award
Mar 05, 2026
$0.00
20,000
$0.00
272,104
Sinsley Barbara A
Award
Mar 05, 2026
$0.00
20,000
$0.00
101,300
SHIMER SAMUEL L
Award
Mar 05, 2026
$0.00
20,000
$0.00
352,500
Burnham William L
Award
Mar 05, 2026
$0.00
20,000
$0.00
70,000
Sharpe Kelly S
Award
Mar 05, 2026
$0.00
20,000
$0.00
95,800
Sklar James Edward
EVP, Gen Counsel & Secretary
Sell
Mar 02, 2026
$4,854.20
3,734
$1.30
264,859
Sklar James Edward
EVP, Gen Counsel & Secretary
Sell
Feb 02, 2026
$5,115.58
3,734
$1.37
268,593
Sklar James Edward
EVP, Gen Counsel & Secretary
Sell
Nov 03, 2025
$5,339.62
3,734
$1.43
279,795
Sklar James Edward
EVP, Gen Counsel & Secretary
Sell
Oct 01, 2025
$12,172.84
7,468
$1.63
283,529
DOVE ROSS
CEO
In Kind
Mar 25, 2025
$52,948.34
25,094
$2.11
2.3M
COBB BRIAN J.
CFO
In Kind
Mar 25, 2025
$13,520.88
6,408
$2.11
225,353
Sklar James Edward
EVP, Gen Counsel & Secretary
In Kind
Mar 25, 2025
$9,973.97
4,727
$2.11
290,997
Ludwig David Van
President of subsidiary
Sell
Mar 11, 2025
$13,790.00
7,000
$1.97
900,479
Burnham William L
Award
Mar 06, 2025
$0.00
20,000
$0.00
50,000
COBB BRIAN J.
CFO
Award
Mar 06, 2025
$0.00
11,848
$0.00
231,761
DOVE ROSS
CEO
Award
Mar 06, 2025
$0.00
44,355
$0.00
2.3M
Sharpe Kelly S
Award
Mar 06, 2025
$0.00
20,000
$0.00
75,800
Sinsley Barbara A
Award
Mar 06, 2025
$0.00
20,000
$0.00
81,300
Ludwig David Van
President of subsidiary
Sell
Mar 06, 2025
$20,700.00
10,000
$2.07
907,479
SHIMER SAMUEL L
Award
Mar 06, 2025
$0.00
20,000
$0.00
332,500
Hexner Michael
Award
Mar 06, 2025
$0.00
20,000
$0.00
252,104
Sklar James Edward
EVP, Gen Counsel & Secretary
Award
Mar 06, 2025
$0.00
11,848
$0.00
295,724
Ludwig David Van
President of subsidiary
Sell
Mar 04, 2025
$20,500.00
10,000
$2.05
917,479