Recent 8-K filings for HGBL

• June 4, 2026, 4:00 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×2

  Heritage Global holds annual meeting; elects Hexner and Burnham as Class II directors

  Michael Hexner elected with 12,393,622 votes for, 331,369 withheld; broker non-votes 10,793,957.

• January 12, 2026, 6:59 PM ET M&A materiality 0.70 positive item 1.01item 2.01item 7.01item 9.01 ◈ M&A Transactions◈ Material Agreements

  Heritage Global acquires DebtX loan-sale platform for $8.45M cash

  Heritage DebtX LLC acquired substantially all assets of The Debt Exchange, Inc. for $8.45 million in cash on hand.

• June 9, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  Heritage Global holds 2025 annual meeting; elects three Class I directors and ratifies auditor

  Elected Class I directors: Samuel Shimer (12,150,062 for), Kelly Sharpe (12,194,644 for), Ross Dove (12,364,012 for).

• February 12, 2025, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03

  Heritage Global subsidiary obtains $4.1M mortgage to buy corporate headquarters property

  Heritage Nancy Ridge, subsidiary of Heritage Global, entered $4.1M term loan with C3bank, maturing Feb 2035.

• January 3, 2025, 6:59 PM ET other material materiality 0.35 neutral item 5.02

  Heritage Global sets 2025-2028 compensation plan for CFO Brian Cobb

  Annual base salary of $300,000 for 2025-2028.

• September 16, 2024, 7:59 PM ET other material materiality 0.50 positive item 8.01

  Heritage Global expands share buyback program to $6M, extends to June 2025

  Board increased share repurchase authorization from $4 million to $6 million.

• June 7, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.03item 5.07item 9.01

  Shareholders approve technical amendments to articles, elect director, ratify auditor

  Elected Barbara Sinsley as Class III director with 15.2M votes for, 597.7K withheld, 11.5M broker non-votes.

• December 4, 2023, 6:59 PM ET other material materiality 0.55 neutral item 8.01

  Heritage Global refinances largest borrower's obligations, extends maturities

  On Nov 28, 2023, Heritage Global reached a refinancing agreement with its largest borrower.

• August 16, 2023, 7:59 PM ET leadership materiality 0.20 neutral item 5.02 ◈ executive_change

  Heritage Global director Shirley S. Cho resigns from Board and Compensation Committee

  Shirley S. Cho resigned as director and from the Compensation Committee effective August 14, 2023.

• June 20, 2023, 7:59 PM ET other material materiality 0.40 neutral item 1.01item 5.07 ◈ Shareholder Votes ×2

  Heritage Global finalizes employment terms for division presidents; shareholders re-elect directors and ratify auditor

  Nick Dove, President of Industrial Assets, gets $250k base salary, bonus up to 10% of division NOI, employment through Dec 31, 2026.

Executive changes

Materiality & sentiment trend

Max materiality 0.70 · Median 0.38 · Most common event other_material

2 positive 0 negative 8 neutral

source · HGBL on sec.gov