Horizon Technology Finance Corp HRZN

Institutional shares held 3.5 Million

70.6K calls

135K puts

Total value of holdings $26.6M

$537K calls

$1.02M puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 87

We take great care to ensure that the data presented and summarized in this overview for Horizon Technology Finance Corp is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in HRZN

Shares Bought

Shares Sold

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Top Institutions Holding HRZN

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Latest Institutional Activity in HRZN

Top Purchases

Q1 2025

Green Alpha Advisors, LLC Shares Held: 359K ($2.73M)

68.3K Shares purchased

23.51% Added

Q1 2025

True Mark Investments, LLC Shares Held: 273K ($2.08M)

63.1K Shares purchased

30.15% Added

Q1 2025

Salem Investment Counselors Inc Shares Held: 700 ($5.33K)

700 Shares purchased

New Holding

Q1 2025

Hexagon Capital Partners LLC Shares Held: 201 ($1.53K)

180 Shares purchased

857.14% Added

Q4 2024

Marshall Wace, LLP Shares Held: 143K ($1.09M)

143K Shares purchased

New Holding

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Top Sells

Q1 2025

Mutual Advisors, LLC Shares Held: 10.1K ($76.6K)

1.47K Shares sold

12.72% Reduced

Q1 2025

Envestnet Asset Management Inc Shares Held: 25K ($190K)

1.38K Shares sold

5.24% Reduced

Q1 2025

Jackson Thornton Asset Management, LLC Shares Held: 36.1K ($275K)

734 Shares sold

1.99% Reduced

Q1 2025

Crew Capital Management, Ltd. Shares Held: 10.7K ($81.3K)

386 Shares sold

3.49% Reduced

Q1 2025

Cambridge Investment Research Advisors, Inc. Shares Held: 14.7K ($112K)

302 Shares sold

2.01% Reduced

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About HRZN

Horizon Technology Finance Corporation is a business development company specializing in lending and and investing in development-stage investments. It focuses on making secured debt and venture lending investments to venture capital backed companies in the technology, life science, healthcare information and services, and cleantech industries. It seeks to invest in companies in the United States.

Insider Transactions at HRZN

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Dec 16 2024	Michael Balkin Director	BUY Open market or private purchase	Indirect	20,000 +50.0%	$160,000 $8.53 P/Share
Nov 25 2024	Gerald A. Michaud President	BUY Open market or private purchase	Direct	8,000 +4.51%	$72,000 $9.31 P/Share
Nov 14 2024	Joseph J Savage Director	BUY Open market or private purchase	Direct	4,500 +7.03%	$40,500 $9.2 P/Share
Nov 13 2024	Joseph J Savage Director	BUY Open market or private purchase	Direct	5,000 +8.33%	$45,000 $9.35 P/Share
Aug 05 2024	Jonathan Joseph Goodman Director	BUY Open market or private purchase	Indirect	2,313 +50.0%	$23,130 $10.81 P/Share
Aug 05 2024	Michael Balkin Director	BUY Open market or private purchase	Direct	10,000 +50.0%	$100,000 $10.58 P/Share
Mar 08 2024	Gerald A. Michaud President	BUY Open market or private purchase	Direct	3,650 +2.28%	$40,150 $11.77 P/Share
Dec 20 2022	Gerald A. Michaud President	BUY Open market or private purchase	Direct	18,250 +11.21%	$200,750 $11.03 P/Share
Dec 09 2022	Robert D. Pomeroy Jr. CEO and Chairman of the Board	BUY Open market or private purchase	Indirect	600 +6.44%	$7,800 $13.03 P/Share
Dec 09 2022	Robert D. Pomeroy Jr. CEO and Chairman of the Board	BUY Open market or private purchase	Direct	4,000 +2.26%	$52,000 $13.03 P/Share
Dec 06 2022	Gerald A. Michaud President	BUY Open market or private purchase	Direct	4,000 +3.07%	$48,000 $12.9 P/Share
Nov 16 2022	Daniel R. Trolio Executive VP and CFO	BUY Open market or private purchase	Direct	758 +24.2%	$9,854 $13.04 P/Share
Sep 29 2022	Edmund V. Mahoney Director	BUY Open market or private purchase	Direct	500 +6.52%	$4,500 $9.88 P/Share
Jun 21 2022	Robert D. Pomeroy Jr. CEO and Chairman of the Board	BUY Open market or private purchase	Direct	4,000 +2.41%	$44,000 $11.3 P/Share
May 16 2022	Joseph J Savage Director	BUY Open market or private purchase	Direct	10,000 +16.67%	$120,000 $12.23 P/Share
May 12 2022	Joseph J Savage Director	BUY Open market or private purchase	Direct	5,000 +11.11%	$55,000 $11.82 P/Share
May 10 2022	Daniel R. Trolio Executive VP and CFO	BUY Open market or private purchase	Direct	414 +21.27%	$4,968 $12.0 P/Share
May 09 2022	Gerald A. Michaud President	BUY Open market or private purchase	Direct	3,050 +2.44%	$36,600 $12.06 P/Share
May 06 2022	Robert D. Pomeroy Jr. CEO and Chairman of the Board	BUY Open market or private purchase	Indirect	1,000 +11.53%	$12,000 $12.57 P/Share
May 06 2022	Robert D. Pomeroy Jr. CEO and Chairman of the Board	BUY Open market or private purchase	Direct	4,000 +2.51%	$48,000 $12.73 P/Share

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Last 12 Months Summary

Buy / Acquisition

49.8K Shares

From 4 Insiders

Open market or private purchase	49.8K shares

Sell / Disposition

0 Shares

From 0 Insiders

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Insider Trading

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Horizon Technology Finance Corp HRZN

Quarterly Institutional Activity in HRZN

Top Institutions Holding HRZN

Latest Institutional Activity in HRZN

Top Purchases

Top Sells

About HRZN

Insider Transactions at HRZN

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on HRZN

Institutional Portfolio Updates

Insider Trading

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