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DANIEL R OMSTEAD

CIK 1254774 · President · last filed 2023-09-25

DANIEL R OMSTEAD is a President who has filed 43 SEC Form 4 insider transactions across 4 companies since 2007. The most recent filing shows the insider bought $125.1K of HQL on Sep 25, 2023. Across all open-market trades the lifetime net is +$3.3M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $9.2M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$9.15M

Companies

4

Total Filings

43

Lifetime Open-Market Net

$3.35M

Filer Profile

Reported Address
C/O H&Q HEALTHCARE INVESTORS
2 LIBERTY SQUARE, 9TH FLOOR
BOSTON, MA 02109
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
HQL President 197,518 $20.64 $4.08M $1.14M 15 2023-09-25
HQH President 178,268 $22.56 $4.02M $1.36M 18 2023-09-25
THW President 30,768 $14.18 $436.3K $311.3K 4 2021-04-08
THQ President 31,202 $19.77 $616.9K $536.3K 6 2020-03-17

Recent Filings

43 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2023-09-25 HQL Buy (P) +10,096 $125.1K EDGAR
2023-09-25 HQH Buy (P) +9,500 $148.5K EDGAR
2023-09-20 HQH Buy (P) +9,500 $150.8K EDGAR
2023-09-20 HQL Buy (P) +12,000 $152.2K EDGAR
2021-08-12 HQL Buy (P) +6,403 $138.5K EDGAR
2021-04-08 THW Exer (X) +6,442 $91.9K EDGAR
2020-10-26 HQL Buy (P) +6,175 $108.2K EDGAR
2020-10-26 HQH Buy (P) +5,200 $106.7K EDGAR
2020-10-21 HQH Buy (P) +5,050 $104.4K EDGAR
2020-10-21 HQL Buy (P) +5,950 $105.6K EDGAR
Showing 1–10 of 43
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.