As of March 23, 2026, the three largest insider holders of HESM are Jonathan C. Stein (Chief Executive Officer, 60.96K shares), David W Niemiec (Director, 50.53K shares), Stephen J J Letwin (Director, 32.42K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jonathan C. Stein | Chief Executive Officer | 60,963 | 0 | 10 Mar, 2026 |
| David W Niemiec | 50,527 | 0 | 10 Mar, 2026 | |
| Stephen J J Letwin | 32,423 | 0 | 10 Mar, 2026 | |
| J Patrick Reddy | 24,437 | 0 | 10 Mar, 2026 | |
| John A. Gatling | President And Coo | 13,904 | 0 | 26 Sep, 2025 |
| Michael Scott Bast | President And Coo | 3,352 | 0 | 10 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 08 Mar, 2026 | Michael Scott Bast | Class A Shares | A | 1,327 | $0.00 | 2,127 | D | M |
| 08 Mar, 2026 | Jonathan C. Stein | Class A Shares | A | 2,066 | $0.00 | 62,011 | D | M |
| 08 Mar, 2026 | J Patrick Reddy | Class A Shares | A | 1,612 | $0.00 | 24,437 | D | M |
| 08 Mar, 2026 | Stephen J J Letwin | Class A Shares | A | 1,612 | $0.00 | 32,423 | D | M |
| 08 Mar, 2026 | David W Niemiec | Class A Shares | A | 1,612 | $0.00 | 50,527 | D | M |
| 08 Mar, 2026 | Michael Scott Bast | Class A Shares | D | 344 | $38.92 | 1,783 | D | F |
| 08 Mar, 2026 | Stephen J J Letwin | 2025 Phantom Shares | D | 1,612 | $0.00 | 0 | D | M |
| 08 Mar, 2026 | David W Niemiec | 2025 Phantom Shares | D | 1,612 | $0.00 | 0 | D | M |
| 08 Mar, 2026 | Jonathan C. Stein | Class A Shares | D | 1,048 | $38.92 | 60,963 | D | F |
| 08 Mar, 2026 | J Patrick Reddy | 2025 Phantom Shares | D | 1,612 | $0.00 | 0 | D | M |
| 08 Mar, 2026 | Jonathan C. Stein | 2025 Phantom Shares | D | 2,066 | $0.00 | 4,133 | D | M |
| 08 Mar, 2026 | Michael Scott Bast | Class A Shares | A | 1,189 | $0.00 | 2,972 | D | M |
| 08 Mar, 2026 | David W Niemiec | 2026 Phantom Shares | A | 1,656 | $0.00 | 1,656 | D | A |
| 08 Mar, 2026 | J Patrick Reddy | 2026 Phantom Shares | A | 1,656 | $0.00 | 1,656 | D | A |
| 08 Mar, 2026 | Stephen J J Letwin | 2026 Phantom Shares | A | 1,656 | $0.00 | 1,656 | D | A |
| 08 Mar, 2026 | Michael Scott Bast | Class A Shares | D | 308 | $38.92 | 2,664 | D | F |
| 08 Mar, 2026 | Michael Scott Bast | Class A Shares | A | 929 | $0.00 | 3,593 | D | M |
| 08 Mar, 2026 | Michael Scott Bast | Class A Shares | D | 241 | $38.92 | 3,352 | D | F |
| 08 Mar, 2026 | Michael Scott Bast | 2023 Phantom Shares | D | 1,327 | $0.00 | 0 | D | M |
| 08 Mar, 2026 | Michael Scott Bast | 2024 Phantom Shares | D | 1,189 | $0.00 | 1,189 | D | M |