SEC CIK 1451729

HELEEN MARK L

Reported ownership across 2 companies, sourced from SEC Form 4 filings and updated daily.

Current Positions

CompanyShares OwnedAs Of
NAVIview stock →393,611.422024-05-03
SLMview stock →21,4512010-01-31

Position History — NAVI

Reported shares owned immediately after each Form 4 transaction, over time.

0155,386310,771466,1572015-022016-022018-022020-022021-052023-022024-022024-05

Recent Filings — NAVI

DateActivitySharesPriceOwned After
2024-05-03Open-market sale10,000$16.00393,611.42
2024-02-28Tax withholding7,414$15.75403,611.42
2024-02-09Grant / award29,803$0.00430,044.93
2024-02-09Grant / award26,250$0.00400,241.93
2024-02-06Tax withholding3,110$15.96373,991.93
2024-02-04Tax withholding3,924$16.18377,101.93
2024-02-04Tax withholding4,551$16.18381,025.93
2024-01-31Open-market sale10,000$17.20385,577.13
2023-12-15Tax withholding950$19.21395,577.13
2023-11-07Open-market sale10,000$16.99395,330.2
2023-07-31Open-market sale20,000$19.01404,055.63
2023-02-28Tax withholding16,177$18.05421,352.08
2023-02-06Grant / award22,463$0.00412,713.02
2023-02-06Grant / award23,224$0.00435,937.02
2023-02-06Tax withholding3,085$18.92432,851.38
2023-02-04Tax withholding2,515$18.92390,250.02
2023-02-04Tax withholding2,917$18.92392,765.02
2023-01-31Option exercise (derivative)86,872$0.000
2023-01-31Option exercise86,872$13.63466,157.02
2023-01-31Tax withholding70,475$18.82395,682.02
2022-12-05Tax withholding1,175$16.73377,821.27
2022-03-01Tax withholding21,581$17.06374,073.26
2022-02-06Tax withholding2,818$17.82388,301.74
2022-02-05Tax withholding3,648$17.82391,119.74
2022-02-04Grant / award27,216$0.00367,804.7
2022-02-04Grant / award29,938$0.00397,742.7
2022-02-04Tax withholding2,974$17.82394,768.7
2021-12-06Tax withholding1,328$20.60339,362.96
2021-05-27Option exercise (derivative)55,762$0.000
2021-05-27Tax withholding51,390$18.16338,185.32
2021-05-27Option exercise55,762$15.48389,575.32
2021-03-02Tax withholding12,877$12.89331,966.54
2021-02-06Tax withholding2,723$12.43350,472.51
2021-02-05Tax withholding3,525$12.43353,195.51
2021-02-05Tax withholding1,642$12.43356,720.51
2021-02-04Grant / award31,672$0.00358,363.18
2021-02-04Grant / award30,487$0.00326,691.18
2020-12-03Tax withholding1,204$9.65293,587.77
2020-05-04Open-market buy7,250$6.77288,823.56
2020-03-02Tax withholding14,327$11.58277,730.22
2020-02-14Option exercise (derivative)79,868$0.000
2020-02-14Tax withholding59,410$14.71289,533.34
2020-02-14Option exercise79,868$9.18348,943.34
2020-02-06Grant / award26,595$0.00242,480.34
2020-02-06Tax withholding1,902$14.10215,885.34
2020-02-06Grant / award26,595$0.00269,075.34
2020-02-05Tax withholding3,244$14.07217,788.03
2020-02-05Tax withholding1,511$14.07221,032.03
2019-12-09Tax withholding1,442$13.79220,922.47
2019-02-28Tax withholding21,129$12.22216,624.58
2019-02-06Tax withholding1,683$11.42228,228.25
2019-02-05Grant / award32,779$0.00198,345.25
2019-02-05Grant / award32,779$0.00231,124.25
2019-02-05Tax withholding1,213$11.44229,911.25
2019-02-03Tax withholding2,833$11.44165,566.25
2018-02-18Tax withholding618$13.99175,868.11
2018-02-06Tax withholding1,569$13.76176,486.35
2018-02-05Grant / award (derivative)86,872$0.0086,872
2018-02-05Grant / award11,005$0.00150,543.35
2018-02-05Grant / award27,512$0.00178,055.35
2018-02-03Tax withholding2,672$14.21139,538.35
2017-06-16Tax withholding19$15.53138,074.4
2017-06-10Tax withholding1,657$15.26138,055.4
2017-02-18Tax withholding647$15.45138,030.95
2017-02-09Option exercise (derivative)39,933$0.0079,868
2017-02-09Option exercise39,933$9.18168,035.95
2017-02-09Tax withholding29,358$15.44138,677.95
2017-02-06Grant / award (derivative)55,762$0.0055,762
2017-02-06Grant / award24,224$0.00113,568.95
2017-02-06Grant / award14,534$0.00128,102.95
2017-02-03Tax withholding2,690$15.4989,344.95
2016-06-10Tax withholding1,198$12.9589,386.57
2016-02-18Tax withholding617$10.1389,598.61
2016-02-18Tax withholding1,303$10.1390,215.61
2016-02-04Open-market buy3,800$9.3991,519.36
2016-02-03Grant / award (derivative)119,801$0.00119,801
2016-02-03Grant / award32,952$0.0087,719.36
2016-02-03Grant / award19,771$0.0054,767.36
2015-08-14I3,387.53$14.765,336.15
2015-07-31Option exercise490$14.7434,250.23
2015-07-31Tax withholding10$15.7034,240.23
2015-06-10Tax withholding1,138$19.4033,490.28
2015-02-18Grant / award (derivative)73,660$0.0073,660
2015-02-18Grant / award3,979$0.0021,820.31
2015-02-18Grant / award12,702$0.0034,522.31
2015-02-18Tax withholding139$21.6534,383.31
2015-02-18Grant / award5,080$0.0017,841.31
2015-02-06———12,761.31
2015-02-06———1,765.93

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.