Quick Takeaways
- Heliogen, Inc. has 23 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 04 May 2025.
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Insiders: 0
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Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Dakin Sloss | 10%+ Owner | $35,491,758 | Mixed | 12 Jun 2023 | ||
| Andrew Alan Lambert | Chf. Mfg. & Sply. Chain Ofc. | $2,009,892 | Mixed | 03 May 2023 | ||
| Sagar Kurada | CFO and Head of Strategy | $1,552,500 | Mixed | 02 Aug 2023 | ||
| NeoTribe Partners I, LLC | 10%+ Owner | $1,508,927 | Mixed | 24 Aug 2022 | ||
| Cambridge Equities, LP | 10%+ Owner | $915,557 | Mixed | 15 Feb 2024 | ||
| Nant Capital, LLC | 10%+ Owner | $672,072 | Filing P/S | 15 Feb 2024 | ||
| Robert M. Kavner | Director | $443,835 | Mixed | 03 Aug 2023 | ||
| Paul Gauche | Executive VP, Engineering | $387,692 | Mixed | 15 Mar 2023 | ||
| Steven Schell | Chief Technology Officer | $312,562 | Mixed | 30 Dec 2021 | ||
| David W. Crane | Director | $288,585 | Mixed | 19 Jul 2022 | ||
| Robert Phelps Morris | Chief Financial Officer | $131,159 | Mixed | 16 Jun 2025 | ||
| Christiana Obiaya | Chief Executive Officer, Director | $91,370 | Mixed | 16 Jun 2025 | ||
| Phyllis W. Newhouse | Director | $77,114 | Mixed | 19 Dec 2024 | ||
| Wilda Siu | Chief Accounting Officer | $52,239 | Mixed | 16 Jun 2025 | ||
| Thomas P. Doyle | Chief Commercial Officer | $35,441 | Mixed | 16 Dec 2024 | ||
| Kelly Rosser | Chief Accounting Officer | $32,013 | Mixed | 15 Dec 2023 | ||
| Stacey Y. Abrams | Director | $17,040 | Mixed | 01 Aug 2024 | ||
| Suntharesan Padmanathan | Director | $16,201 | Mixed | 01 Aug 2024 | ||
| Julie Kane | Director | $16,201 | Mixed | 01 Aug 2024 | ||
| Barbara J. Burger | Director | $13,418 | Mixed | 01 Aug 2024 | ||
| Roger Lazarus | Director | $12,595 | Mixed | 01 Aug 2024 | ||
| William Gross | 10%+ Owner | $702 | Mixed | 15 Feb 2024 | ||
| Gahm Alan O | Interim CFO | Mixed | 11 Jan 2024 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Dakin Sloss |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
17,145,777
|
$35,491,758 | — | 12 Jun 2023 | |
| Andrew Alan Lambert |
3/4/5
|
Chf. Mfg. & Sply. Chain Ofc. |
—
class O/S missing
|
970,962
|
$2,009,892 | — | 03 May 2023 | |
| Sagar Kurada |
3/4/5
|
CFO and Head of Strategy |
—
class O/S missing
|
750,000
|
$1,552,500 | — | 02 Aug 2023 | |
| NeoTribe Partners I, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
728,950
|
$1,508,927 | — | 24 Aug 2022 | |
| Cambridge Equities, LP |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
442,298
|
$915,557 | — | 15 Feb 2024 | |
| Nant Capital, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
442,298
|
$672,072 | — | 15 Feb 2024 | |
| Robert M. Kavner |
3/4/5
|
Director |
—
class O/S missing
|
214,413
|
$443,835 | — | 03 Aug 2023 | |
| Paul Gauche |
3/4/5
|
Executive VP, Engineering |
—
class O/S missing
|
187,291
|
$387,692 | — | 15 Mar 2023 | |
| Steven Schell |
3/4/5
|
Chief Technology Officer |
—
mixed-class rows
|
352,324
mixed-class rows
|
$312,562 | — | 30 Dec 2021 | |
| David W. Crane |
3/4/5
|
Director |
—
class O/S missing
|
139,413
|
$288,585 | — | 19 Jul 2022 | |
| Robert Phelps Morris |
3/4/5
|
Chief Financial Officer |
1%
|
68,312
|
$131,159 | — | 16 Jun 2025 | |
| Christiana Obiaya |
3/4/5
|
Chief Executive Officer, Director |
0.72%
|
47,589
|
$91,370 | — | 16 Jun 2025 | |
| Phyllis W. Newhouse |
3/4/5
|
Director |
—
class O/S missing
|
35,867
|
$77,114 | — | 19 Dec 2024 | |
| Wilda Siu |
3/4/5
|
Chief Accounting Officer |
0.41%
|
27,208
|
$52,239 | — | 16 Jun 2025 | |
| Thomas P. Doyle |
3/4/5
|
Chief Commercial Officer |
—
class O/S missing
|
16,484
|
$35,441 | — | 16 Dec 2024 | |
| Kelly Rosser |
3/4/5
|
Chief Accounting Officer |
—
class O/S missing
|
15,465
|
$32,013 | — | 15 Dec 2023 | |
| Stacey Y. Abrams |
3/4/5
|
Director |
—
class O/S missing
|
8,694
|
$17,040 | — | 01 Aug 2024 | |
| Julie Kane |
3/4/5
|
Director |
—
class O/S missing
|
8,266
|
$16,201 | — | 01 Aug 2024 | |
| Suntharesan Padmanathan |
3/4/5
|
Director |
—
class O/S missing
|
8,266
|
$16,201 | — | 01 Aug 2024 | |
| Barbara J. Burger |
3/4/5
|
Director |
—
class O/S missing
|
6,846
|
$13,418 | — | 01 Aug 2024 | |
| Roger Lazarus |
3/4/5
|
Director |
—
class O/S missing
|
6,426
|
$12,595 | — | 01 Aug 2024 | |
| GOLDMAN SACHS GROUP INC |
13D/G
|
THE GOLDMAN SACHS GROUP, INC. |
0.1%
|
6,124
|
$9,726 | -$768,185 | 30 Jun 2025 | |
| William Gross |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
462
|
$702 | — | 15 Feb 2024 | |
| METEORA CAPITAL, LLC |
13F
|
Company |
—
class O/S missing
|
50,000
|
$355 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Christiana Obiaya | HLGN | Common Stock | Tax liability | -1.8% | -872 | 47,589 | 16 Jun 2025 | Direct | ||
| Robert Phelps Morris | HLGN | Common Stock | Tax liability | -1.62% | -1,128 | 68,312 | 16 Jun 2025 | Direct | ||
| Wilda Siu | HLGN | Common Stock | Tax liability | -3% | -842 | 27,208 | 16 Jun 2025 | Direct |