Daniel R Omstead
CIK 1254774 · President · last filed 2023-09-25
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
HQH price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
2 LIBERTY SQUARE, 9TH FLOOR
BOSTON, MA 02109
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| HQL | President | 197,518 | $17.71 | $3.50M | $1.14M | 15 | 2023-09-25 |
| HQH | President | 178,268 | $20.26 | $3.61M | $1.36M | 18 | 2023-09-25 |
| THW | President | 30,768 | $12.54 | $385.7K | $311.3K | 4 | 2021-04-08 |
| THQ | President | 31,202 | $18.41 | $574.6K | $536.3K | 6 | 2020-03-17 |
Recent Filings · Page 4 of 5
43 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2011-08-08 | HQL | Buy (P) | +10,000 | $100.3K | EDGAR |
| 2011-08-08 | HQH | Buy (P) | +8,100 | $100.2K | EDGAR |
| 2009-08-06 | HQL | Buy (P) | +3,000 | $25.8K | EDGAR |
| 2009-08-06 | HQH | Buy (P) | +3,000 | $32.1K | EDGAR |
| 2008-12-01 | HQL | Buy (P) | +2,000 | $13.8K | EDGAR |
| 2008-12-01 | HQH | Buy (P) | +2,000 | $17.9K | EDGAR |
| 2008-10-14 | HQL | Buy (P) | +2,000 | $15.8K | EDGAR |
| 2008-10-14 | HQH | Buy (P) | +387 | $4.4K | EDGAR |
| 2007-11-26 | HQL | Buy (P) | +1,500 | $18.8K | EDGAR |
| 2007-11-26 | HQH | Buy (P) | +1,500 | $23.7K | EDGAR |
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.