HLNE / Hamilton Lane Incorporated - Insider Trading and Ownership Report - SEC Form 3, 4, 5

Hamilton Lane Incorporated
US ˙ NasdaqGS ˙ US4074971064

Jumlah Saham Beredar 43,879,164 shares
Saham Orang Dalam24,240,418 shares
Kepemilikan oleh Orang Dalam55.24 %
Orang Dalam Sejati43
Skor Sentimen Orang Dalam

Skor Sentimen Orang Dalam mengidentifikasi perusahaan yang dibeli oleh orang dalam korporat.

Ini adalah hasil dari model kuantitatif multifaktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi internal tertinggi. Model penilaian ini menggunakan kombinasi dari jumlah bersih orang dalam yang membeli dalam 90 hari sebelumnya, total saham yang dibeli sebagai persentase dari jumlah saham yang beredar, dan total saham yang dimiliki oleh orang dalam. Angka tersebut berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenis, dan 50 adalah rata-rata.

Frekuensi Pembaruan: Setiap Hari

Lihat Pilihan Teratas dari Orang Dalam, yang menyediakan daftar perusahaan dengan akumulasi orang dalam tertinggi.

Skor Sentimen Petugas

Skor Sentimen Pejabat menemukan perusahaan yang dibeli oleh Pejabat Korporat.

Menurut definisi, Pejabat Korporasi adalah Orang Dalam Korporasi, tetapi tidak seperti beberapa Orang Dalam lainnya (Pemegang Saham 10% dan Anggota Dewan), Pejabat bekerja untuk perusahaan setiap hari, dan mereka menggunakan uang mereka sendiri saat bertransaksi . (Pemegang Saham 10% dan Anggota Dewan seringkali adalah manajer dana yang mengelola uang orang lain.) Dengan demikian, transaksi orang dalam yang dilakukan oleh Pejabat jauh lebih signifikan dan harus ditangani dengan tepat.

Seperti Skor Sentimen Internal, Skor Sentimen Pejabat adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi pejabat tertinggi.

Frekuensi Pembaruan: Setiap Hari

Lihat Pilihan Teratas dari Orang Dalam, yang menyediakan daftar perusahaan dengan sentimen orang dalam tertinggi.

Metrik Utama Orang Dalam

Kartu ini menunjukkan peringkat perusahaan berdasarkan berbagai metrik internal. Peringkat persentil menunjukkan bagaimana perusahaan ini dibandingkan dengan perusahaan lain di pasar AS. Peringkat yang lebih tinggi menunjukkan situasi yang lebih baik.

Sebagai contoh, secara umum diterima bahwa pembelian oleh orang dalam perusahaan adalah indikator positif, sehingga perusahaan dengan lebih banyak pembelian oleh orang dalam akan mendapat peringkat lebih tinggi daripada perusahaan dengan lebih sedikit pembelian oleh orang dalam (atau bahkan penjualan oleh orang dalam).

Jumlah Bersih Pembelian oleh Orang Dalam (Peringkat)

0 ( )

1269 out of 11323

Jumlah Bersih Pembelian oleh Orang Dalam adalah total jumlah orang dalam yang membeli dikurangi total jumlah orang dalam yang menjual dalam 90 hari terakhir. Peringkat persentil ditunjukkan di sini (kisaran dari 0 hingga 100%).

Persentase Saham yang Dibeli oleh Orang Dalam (Peringkat)

0.000 %( )

1276 out of 11224

Persentase Saham yang Dibeli oleh Orang Dalam adalah total jumlah saham yang dibeli oleh orang dalam dikurangi total jumlah saham yang dijual oleh orang dalam dalam 90 hari terakhir, dibagi dengan total jumlah saham yang beredar dan dikalikan dengan 100.

Grafik Perdagangan Orang Dalam

Grafik berikut menunjukkan Hamilton Lane Incorporated transaksi orang dalam. Orang dalam adalah pejabat, direktur, atau investor signifikan dalam suatu perusahaan. Secara umum, melakukan transaksi di perusahaan mereka berdasarkan informasi material yang belum dipublikasikan adalah ilegal bagi orang dalam. Ini tidak berarti bahwa mereka dilarang melakukan transaksi apa pun di perusahaan mereka sendiri. Namun, mereka wajib melaporkan semua transaksi kepada SEC melalui Formulir 4.

Daftar Orang Dalam dan Metrik Profitabilitas

Tabel ini menampilkan daftar orang dalam yang diketahui, dan dibuat secara otomatis dari pengajuan yang diungkapkan kepada SEC. Selain nama, jabatan terbaru, dan sebutan direktur, pejabat, atau pemilik 10%, kami memberikan kepemilikan terbaru yang diungkapkan. Selain itu, jika memungkinkan, kami memberikan kinerja perdagangan historis untuk orang dalam tersebut. Kinerja perdagangan historis adalah rata-rata tertimbang dari kinerja transaksi pembelian pasar terbuka aktual yang dilakukan oleh orang dalam tersebut. Untuk informasi lebih lanjut tentang bagaimana ini dihitung, tonton webinar YouTube ini.

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Orang Dalam Rata-rata Keuntungan (%) Saham
Dimiliki
Terbagi
Disesuaikan
2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq. 10% Owner - [10%] 0 0
2008 Sexton Des. Trust FBO Laura Sexton 10% Owner - [10%] 366,233 291,233
2008 Sexton Des. Trust FBO Matthew Sexton 10% Owner - [10%] 366,233 291,233
Andrea Anigati Chief Operating Officer, 10% Owner - [O] [10%] 64,038 64,038
Jeffrey Brian Armbrister Chief Financial Officer - [O] 11,832 11,832
David J Berkman Director - [D] 50,000 50,000
Tara Blackburn 10% Owner - [10%] 32,981 32,981
Brennan Stephen R. 10% Owner - [10%] 43,241 43,241
Drew Thomas Carl Chief Accounting Officer - [O] 1,217 1,217
Robert Cleveland General Counsel and Secretary - [O] 77,284 77,284
Juan Delgado-Moreira Co-Chief Executive Officer, Director, 10% Owner - [D] [O] [10%] 1,306,447 1,306,447
Donohue Michael J. Managing Director & Controller, 10% Owner - [O] [10%] 56,164 56,164
River 5 Ltd French 10% Owner - [10%] 7 7
Lydia Gavalis General Counsel & Secretary - [O] 33,438 33,438
Orang Dalam Rata-rata Keuntungan (%) Saham
Dimiliki
Terbagi
Disesuaikan
Kyera Giannini 10% Owner - [10%] 213,648 213,648
Mario L Giannini Executive Co-Chairman, Director, 10% Owner - [D] [O] [10%] 1,312,331 1,312,331
Nicole Giannini 10% Owner - [10%] 213,648 213,648
Reynoldo Vann Graves Director - [D] 1,348 1,348
Hamilton Lane Advisors Inc /pa/ /adv 10% Owner - [10%] 5,158,208 5,158,208
Hamilton Lane Advisors Llc 10% Owner - [10%] 0 0
David Helgerson 10% Owner - [10%] 23,166 23,166
Hla Investments Llc 10% Owner - [10%] 6,760,922 6,760,922
Hrhla, Llc 10% Owner - [10%] 7,300,667 6,760,922
John Hepburn 10% Owner - [10%] 1,250,029 1,250,029
Hirsch Erik R. Co-Chief Executive Officer, Director, 10% Owner - [D] [O] [10%] 120,275 120,275
Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008 10% Owner - [10%] 0 0
Michael John Kelly 10% Owner - [10%] 0 0
Kerr Thomas J. 10% Owner - [10%] 34,967 34,967
Orang Dalam Rata-rata Keuntungan (%) Saham
Dimiliki
Terbagi
Disesuaikan
Lucey Kevin J. Chief Operating Officer, 10% Owner - [O] [10%] 16,039 16,039
Maniaci Joseph G. 10% Owner - [10%] 0 0
Jeff Meeker 10% Owner - [10%] 31,493 31,493
Oakville Number 2 Trust 10% Owner - [10%] 480,015 480,015
Rogers Hartley R. Executive Co-Chairman, Director, 10% Owner - [D] [O] [10%] 6,660,797 6,660,797
Rysaffe Trustee Co (CI) Ltd 10% Owner - [10%] 635,015 480,015
Michael Schmertzler 10% Owner - [10%] 625,005 625,005
O Griffith Sexton Director, 10% Owner - [D] [10%] 291,233 291,233
Barbara Sexton 10% Owner - [10%] 366,233 366,233
Stilman Randy M. Managing Director, Finance, 10% Owner - [O] [10%] 29,711 29,711
Leslie F Varon Director - [D] 8,992 8,992
Atul Varma Senior Advisor - [O] 6,936 6,936
Whittemore Edward B. 10% Owner - [10%] 105,000 105,000
Laurence Whittemore 10% Owner - [10%] 91,880 91,880
Yett Paul R. 10% Owner - [10%] 11,922 11,922

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Rekam Jejak Pembelian Orang Dalam - Analisis Keuntungan Jangka Pendek

Pada bagian ini, kami menganalisis profitabilitas setiap pembelian saham oleh orang dalam di pasar terbuka yang tidak direncanakan yang dilakukan di HLNE / Hamilton Lane Incorporated. Analisis ini membantu memahami apakah orang dalam tersebut secara konsisten menghasilkan pengembalian abnormal, dan layak untuk diikuti. Analisis ini dilakukan selama satu tahun setelah setiap transaksi, dan hasilnya bersifat teoretis .

Tabel berikut menunjukkan pembelian pasar terbuka terbaru yang bukan bagian dari rencana perdagangan otomatis.

Tanggal Perdagangan Orang Dalam Dilaporkan
Saham
Dilaporkan
Harga
Disesuaikan
Saham
Disesuaikan
Harga
Dasar Biaya Hari-hari menuju
Maksimal
Harga di
Maksimal
Maksimal
Keuntungan ($)
Maksimum Pengembalian (%)
2024-11-11 Delgado-Moreira Juan 525 201.8100 525 201.8100 105,950 0 201.6200 -100 -0.09
2022-09-01 Delgado-Moreira Juan 2,649 69.3800 2,649 69.3800 183,788
2022-08-31 Delgado-Moreira Juan 12,351 69.3500 12,351 69.3500 856,542
2018-11-14 Delgado-Moreira Juan 21,450 37.0400 21,450 37.0400 794,508
2017-03-06 Delgado-Moreira Juan 2,800 16.0000 2,800 16.0000 44,800

Harga yang Disesuaikan adalah harga yang disesuaikan dengan pemisahan saham. Ang Adjusted Shares ay ang jumlah saham yang disesuaikan dengan pemisahan saham (stock split).

HLNE / Hamilton Lane Incorporated Insider Trades
Rekam Jejak Penjualan Orang Dalam - Analisis Kerugian Jangka Pendek

Dalam bagian ini, kami menganalisis penghindaran kerugian jangka pendek dari setiap penjualan dalam pasar terbuka yang tidak direncanakan oleh orang dalam yang dilakukan di HLNE / Hamilton Lane Incorporated. Pola penghindaran kerugian yang konsisten dapat menunjukkan bahwa transaksi penjualan di masa mendatang dapat memprediksi penurunan harga. Analisis ini berlaku untuk satu tahun setelah setiap perdagangan, dan hasilnya bersifat teoretis .

Tabel berikut menunjukkan penjualan pasar terbuka terbaru yang bukan bagian dari rencana perdagangan otomatis.

Tanggal Perdagangan Orang Dalam Dilaporkan
Saham
Dilaporkan
Harga
Disesuaikan
Saham
Disesuaikan
Harga
Dasar Biaya Hari-hari menuju
Menit
Harga di
Menit
Kerugian Maksimal
Dihindari ($)
Kerugian Maksimal
Dihindari (%)
2025-02-12 Rogers Hartley R. 10,255 159.0000 10,255 159.0000 1,630,545 55 126.6500 -331,749 -20.35
2024-03-07 Oakville Number 2 Trust 55,000 108.0000 55,000 108.0000 5,940,000
2023-11-10 Carl Drew Thomas 500 90.0000 500 90.0000 45,000
2023-08-16 Varma Atul 459 92.2500 459 92.2500 42,343
2023-03-09 Oakville Number 2 Trust 100,000 76.4100 100,000 76.4100 7,641,000
2022-11-07 Graves Reynoldo Vann 255 65.8100 255 65.8100 16,782
2021-09-10 Rogers Hartley R. 11,487 84.1500 11,487 84.1500 966,631
2021-09-10 Delgado-Moreira Juan 61,864 84.1500 61,864 84.1500 5,205,856
2021-03-04 Oakville Number 2 Trust 75,000 87.3600 75,000 87.3600 6,552,000

Harga yang Disesuaikan adalah harga yang disesuaikan dengan pemisahan saham. Ang Adjusted Shares ay ang jumlah saham yang disesuaikan dengan pemisahan saham (stock split).

HLNE / Hamilton Lane Incorporated Insider Trades
Riwayat Transaksi

Klik ikon tautan untuk melihat riwayat transaksi lengkap. Transaksi yang dilaporkan sebagai bagian dari rencana perdagangan otomatis 10b5-1 akan memiliki tanda X di kolom yang bertanda 10b-5.

Berkas
Tanggal
Perdagangan
Tanggal
Formulir Orang Dalam Ticker Judul Keamanan Kode 10b5-1 Langsung Latihan
Harga
Satuan
Harga
Unit
Diubah
Nilai
Diubah (1 ribu)
Sisa
Pilihan
Sisa
Saham
2025-09-03 2025-08-31 4 Rogers Hartley R. HLNE Class B Common Stock G - Gift I -100,125 6,660,797
2025-08-29 2025-08-28 4 Delgado-Moreira Juan HLNE Class A Common Stock G - Gift D 7,600 1,306,447
2025-08-29 2025-08-28 4 Delgado-Moreira Juan By Trust HLNE Class A Common Stock G - Gift I -7,600 14,375
2025-04-25 3 French River 5 Ltd HLNE Class B Common Stock D 7
2025-04-25 3 French River 5 Ltd HLNE Class A Common Stock D 480,015
2025-03-18 2025-03-14 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 34,031 1,298,847
2025-03-18 2025-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 139.0100 -3,386 -471 120,275
2025-03-18 2025-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 36,001 123,661
2025-03-18 2025-03-14 4 Armbrister Jeffrey Brian HLNE Class A Common Stock F - Taxes D 139.0100 -545 -76 11,832
2025-03-18 2025-03-14 4 Armbrister Jeffrey Brian HLNE Class A Common Stock A - Award D 2,001 12,377
2025-03-18 2025-03-14 4 Carl Drew Thomas HLNE Class A Common Stock F - Taxes D 139.0100 -62 -9 1,217
2025-03-18 2025-03-14 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 441 1,279
2025-03-18 2024-12-31 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 125.8400 24 3 838
2025-03-18 2024-09-30 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 143.1300 20 3 814
2025-03-18 2024-06-28 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 105.0400 25 3 794
2025-03-18 2024-03-29 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 95.8500 21 2 769
2025-03-18 2025-03-14 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 139.0100 -613 -85 33,438
2025-03-18 2025-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 1,211 34,051
2025-03-18 2025-03-14 4 Anigati Andrea HLNE Class A Common Stock F - Taxes D 139.0100 -1,116 -155 64,038
2025-03-18 2025-03-14 4 Anigati Andrea HLNE Class A Common Stock A - Award D 3,001 65,154
2025-03-18 2024-12-31 4 Anigati Andrea HLNE Class A Common Stock A - Award D 125.8400 42 5 62,153
2025-03-18 2024-09-30 4 Anigati Andrea HLNE Class A Common Stock A - Award D 143.1300 26 4 62,111
2025-02-14 2025-02-12 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -139,745 -0 6,760,922
2025-02-14 2025-02-12 4 Rogers Hartley R. HLNE Class A Common Stock S - Sale D 159.0000 -10,255 -1,631 0
2025-02-14 2025-02-12 4 Giannini Mario L HLNE Class B Common Stock J - Other I 0.0010 -1,000,000 -1 1,312,331
2025-02-14 2025-02-12 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -139,745 -0 6,760,922
2025-02-14 2025-02-12 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -369,745 -0 8,448,912
2025-02-14 2025-02-12 4 SEXTON O GRIFFITH HLNE Class B Common Stock J - Other I 0.0010 -25,000 -0 291,233
2025-02-14 2025-02-12 4 SEXTON O GRIFFITH HLNE Class B Common Stock J - Other I 0.0010 -25,000 -0 291,233
2025-02-14 2025-02-12 4 Giannini Nicole HLNE Class B Common Stock J - Other D 0.0010 -25,000 -0 213,648
2025-02-14 2025-02-12 4 Giannini Kyera HLNE Class B Common Stock J - Other D 0.0010 -25,000 -0 213,648
2025-02-14 2025-02-12 4 SCHMERTZLER MICHAEL HLNE Class B Common Stock J - Other D 0.0010 -100,000 -0 625,005
2025-02-14 2025-02-12 4 Whittemore Laurence HLNE Class B Common Stock J - Other D 0.0010 -65,000 -0 91,880
2025-02-14 2025-02-12 4 Whittemore Edward B. HLNE Class B Common Stock J - Other D 0.0010 -15,000 -0 105,000
2024-11-13 2024-11-11 4 Delgado-Moreira Juan By Trust HLNE Class A Common Stock P - Purchase I 201.8100 525 106 21,975
2024-09-18 2024-09-16 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 1,337 3,521
2024-09-18 2024-09-16 4 Anigati Andrea HLNE Class A Common Stock A - Award D 6,683 62,085
2024-09-18 2024-06-28 4 Anigati Andrea HLNE Class A Common Stock A - Award D 105.0400 41 4 55,402
2024-09-18 2024-03-29 4 Anigati Andrea HLNE Class A Common Stock A - Award D 95.8500 40 4 55,361
2024-09-18 2024-09-16 4 Armbrister Jeffrey Brian HLNE Class A Common Stock A - Award D 3,342 10,376
2024-09-18 2024-09-16 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 669 8,992
2024-03-18 2024-03-14 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 107.8000 -627 -68 32,840
2024-03-18 2024-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 1,620 33,467
2024-03-18 2024-03-14 4 Anigati Andrea HLNE Class A Common Stock F - Taxes D 107.8000 -1,115 -120 55,321
2024-03-18 2024-03-14 4 Anigati Andrea HLNE Class A Common Stock A - Award D 3,533 56,436
2024-03-18 2024-03-14 4 Rogers Hartley R. HLNE Class A Common Stock F - Taxes D 107.8000 -248 -27 10,255
2024-03-18 2024-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 107.8000 -3,140 -338 87,660
2024-03-18 2024-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 8,029 90,800
2024-03-18 2024-03-14 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 5,364 1,264,816
2024-03-18 2024-03-14 4 Armbrister Jeffrey Brian HLNE Class A Common Stock F - Taxes D 107.8000 -434 -47 7,034
2024-03-18 2024-03-14 4 Armbrister Jeffrey Brian HLNE Class A Common Stock A - Award D 2,409 7,468
2024-03-18 2024-03-14 4 Carl Drew Thomas HLNE Class A Common Stock F - Taxes D 107.8000 -16 -2 748
2024-03-18 2024-03-14 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 536 764
2024-03-18 2023-12-29 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 96.4200 25 2 228
2024-03-11 2024-03-07 4 SEXTON O GRIFFITH HLNE Class B Common Stock J - Other I 0.0010 -50,000 -0 316,233
2024-03-11 2024-03-07 4 SEXTON O GRIFFITH HLNE Class B Common Stock J - Other I 0.0010 -50,000 -0 316,233
2024-03-11 2024-03-07 4 Giannini Mario L HLNE Class B Common Stock J - Other I 0.0010 -550,405 -1 2,312,331
2024-03-11 2024-03-07 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 -449,595 -0 0
2024-03-11 2024-03-07 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -369,850 -0 6,900,667
2024-03-11 2024-03-03 4 Rogers Hartley R. HLNE Class B Common Stock G - Gift I -30,150 7,270,517
2024-03-11 2024-03-07 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -400,000 -0 6,900,667
2024-03-11 2024-03-07 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -510,000 -1 8,818,657
2024-03-11 2023-12-29 4 Anigati Andrea HLNE Class A Common Stock A - Award D 96.4200 45 4 52,903
2024-03-11 2023-09-29 4 Anigati Andrea HLNE Class A Common Stock A - Award D 76.8700 49 4 52,858
2024-03-11 2023-06-30 4 Anigati Andrea HLNE Class A Common Stock A - Award D 67.9800 64 4 52,809
2024-03-11 2024-03-07 4 Giannini Nicole HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 238,648
2024-03-11 2024-03-07 4 Giannini Kyera HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 238,648
2024-03-11 2024-03-07 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 108.0000 -55,000 -5,940 480,015
2024-03-11 2024-03-07 4 Whittemore Edward B. HLNE Class B Common Stock J - Other D 0.0010 -10,000 -0 120,000
2024-02-02 2024-01-31 4 Varma Atul HLNE Class A Common Stock F - Taxes D 117.9000 -1,973 -233 6,936
2024-02-02 2023-12-29 4 Varma Atul HLNE Class A Common Stock A - Award D 96.4200 55 5 8,909
2024-02-02 2023-09-29 4 Varma Atul HLNE Class A Common Stock A - Award D 76.8700 68 5 8,854
2023-11-14 2023-11-10 4 Carl Drew Thomas HLNE Class A Common Stock S - Sale D 90.0000 -500 -45 203
2023-11-14 2023-09-29 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 76.8700 27 2 703
2023-11-14 2023-06-30 4 Carl Drew Thomas HLNE Class A Common Stock A - Award D 67.9800 12 1 676
2023-09-19 2023-09-16 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 1,474 8,323
2023-09-19 2023-09-16 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 2,184 19,598
2023-09-19 2023-09-16 4 Graves Reynoldo Vann HLNE Class A Common Stock A - Award D 1,092 1,348
2023-08-18 2023-08-16 4 Varma Atul HLNE Class A Common Stock S - Sale D 92.2500 -459 -42 8,786
2023-08-18 2023-06-30 4 Varma Atul HLNE Class A Common Stock A - Award D 67.9800 78 5 9,245
2023-08-18 2023-03-31 4 Varma Atul HLNE Class A Common Stock A - Award D 62.8800 83 5 9,167
2023-08-09 3/A Anigati Andrea HLNE Class A Common Stock D 52,745
2023-08-09 3 Armbrister Jeffrey Brian HLNE Class A Common Stock D 5,059
2023-05-16 3 Anigati Andrea See footnote. HLNE Class A Common Stock I 17,913
2023-05-16 3 Anigati Andrea HLNE Class A Common Stock D 65,789
2023-05-16 3 Anigati Andrea HLNE Class B Common Stock D 135,970
2023-04-17 2023-04-14 4 Donohue Michael J. HLNE Class A Common Stock D - Sale to Issuer D -2,809 29,345
2023-04-17 2023-03-31 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 62.8800 83 5 32,154
2023-04-17 3 Carl Drew Thomas HLNE Class A Common Stock D 664
2023-03-16 2023-03-14 4 Varma Atul HLNE Class A Common Stock A - Award D 3,127 9,084
2023-03-16 2023-03-14 4 Varma Atul HLNE Class A Common Stock F - Taxes D 64.7600 -516 -33 5,957
2023-03-16 2022-12-30 4 Varma Atul HLNE Class A Common Stock A - Award D 54.3000 40 2 6,473
2023-03-16 2022-09-30 4 Varma Atul HLNE Class A Common Stock A - Award D 50.6700 105 5 6,433
2023-03-16 2023-03-14 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 1,020 32,071
2023-03-16 2023-03-14 4 Donohue Michael J. HLNE Class A Common Stock F - Taxes D 64.7600 -451 -29 31,051
2023-03-16 2022-12-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 54.3000 40 2 31,502
2023-03-16 2022-09-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 50.6700 104 5 31,462
2023-03-16 2022-06-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 57.1000 92 5 31,358
2023-03-16 2022-03-31 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 65.7000 80 5 31,266
2023-03-16 2023-03-14 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 9,285 1,259,452
2023-03-16 2023-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 2,548 31,848
2023-03-16 2023-03-14 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 64.7600 -631 -41 29,300
2023-03-16 2023-03-14 4 Rogers Hartley R. HLNE Class A Common Stock F - Taxes D 64.7600 -1,468 -95 10,503
2023-03-16 2023-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 13,898 82,771
2023-03-16 2023-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 64.7600 -3,134 -203 68,873
2023-03-09 2023-03-09 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 76.4100 -100,000 -7,641 535,015
2023-03-09 2023-03-09 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 -500,000 -0 449,595
2022-11-07 2022-11-07 4 Graves Reynoldo Vann HLNE Class A Common Stock S - Sale D 65.8100 -255 -17 256
2022-09-20 2022-09-16 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 1,256 6,849
2022-09-20 2022-06-30 4 Varma Atul HLNE Class A Common Stock A - Award D 57.1000 92 5 6,328
2022-09-20 2022-03-31 4 Varma Atul HLNE Class A Common Stock A - Award D 65.7000 79 5 6,236
2022-09-20 2022-09-16 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 2,512 17,414
2022-09-02 2022-09-01 4 Delgado-Moreira Juan HLNE Class A Common Stock P - Purchase D 69.3800 2,649 184 1,250,167
2022-09-02 2022-08-31 4 Delgado-Moreira Juan HLNE Class A Common Stock P - Purchase D 69.3500 12,351 857 1,247,518
2022-04-11 2022-04-08 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 7,248 1,235,167
2022-03-17 2022-03-14 4 Varma Atul HLNE Class A Common Stock A - Award D 2,970 6,157
2022-03-17 2022-03-14 4 Varma Atul HLNE Class A Common Stock F - Taxes D 75.7800 -263 -20 3,187
2022-03-17 2021-12-31 4 Varma Atul HLNE Class A Common Stock A - Award D 88.0800 61 5 3,450
2022-03-17 2021-09-30 4 Varma Atul HLNE Class A Common Stock A - Award D 72.1000 73 5 3,389
2022-03-17 2021-06-30 4 Varma Atul HLNE Class A Common Stock A - Award D 77.4500 68 5 3,316
2022-03-17 2021-03-31 4 Varma Atul HLNE Class A Common Stock A - Award D 75.2800 70 5 3,248
2022-03-16 2022-03-14 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 1,238 31,186
2022-03-16 2022-03-14 4 Donohue Michael J. HLNE Class A Common Stock F - Taxes D 75.7800 -441 -33 29,948
2022-03-16 2021-12-31 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 88.0800 61 5 30,389
2022-03-16 2021-09-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 72.1000 73 5 30,328
2022-03-16 2022-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 2,178 29,931
2022-03-16 2022-03-14 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 75.7800 -637 -48 27,753
2022-03-16 2022-03-14 4 Rogers Hartley R. HLNE Class A Common Stock F - Taxes D 75.7800 -2,801 -212 11,971
2022-03-16 2022-03-14 4 Varma Atul HLNE Class A Common Stock A - Award D 2,970 6,157
2022-03-16 2022-03-14 4 Varma Atul HLNE Class A Common Stock F - Taxes D 75.7800 -263 -20 3,187
2022-03-16 2021-12-31 4 Varma Atul HLNE Class A Common Stock A - Award D 88.0800 61 5 3,450
2022-03-16 2021-09-30 4 Varma Atul HLNE Class A Common Stock A - Award D 72.1000 73 5 3,389
2022-03-16 2021-06-30 4 Varma Atul HLNE Class A Common Stock A - Award D 77.4500 68 5 3,316
2022-03-16 2021-03-31 4 Varma Atul HLNE Class A Common Stock A - Award D 75.2800 70 5 3,248
2022-03-16 2022-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 10,970 72,007
2022-03-16 2022-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 75.7800 -3,613 -274 61,037
2021-09-17 2021-09-16 4 Graves Reynoldo Vann HLNE Class A Common Stock A - Award D 511 511
2021-09-17 2021-09-16 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 2,044 14,902
2021-09-17 2021-09-16 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 1,022 5,593
2021-09-14 2021-09-10 4 Delgado-Moreira Juan HLNE Class A Common Stock S - Sale D 84.1500 -61,864 -5,206 1,227,919
2021-09-14 2021-09-10 4 Whittemore Edward B. HLNE Class B Units J - Other I 84.1500 -5,000 -421 130,000
2021-09-14 2021-09-10 4 Whittemore Edward B. HLNE Class B Common Stock J - Other D 0.0010 -5,000 -0 130,000
2021-09-14 2021-09-10 4 Donohue Michael J. HLNE Class C Units J - Other I 84.1500 -5,000 -421 3,204
2021-09-14 2021-06-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 77.4500 68 5 30,255
2021-09-14 2021-03-31 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 75.2800 70 5 30,187
2021-09-14 2021-09-10 4 Rogers Hartley R. HLNE Class B Units J - Other I 84.1500 -238,400 -20,061 7,300,667
2021-09-14 2021-09-10 4 Rogers Hartley R. HLNE Class A Common Stock S - Sale D 84.1500 -11,487 -967 14,772
2021-09-14 2021-09-10 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -238,400 -0 7,300,667
2021-09-14 2021-09-06 4 Rogers Hartley R. HLNE Class B Units G - Gift I -250,000 7,539,067
2021-09-14 2021-09-06 4 Rogers Hartley R. HLNE Class B Common Stock G - Gift I -250,000 7,539,067
2021-09-14 2021-09-10 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Units J - Other I 84.1500 -50,000 -4,208 366,233
2021-09-14 2021-09-10 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Units J - Other I 84.1500 -50,000 -4,208 366,233
2021-09-14 2021-09-10 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 366,233
2021-09-14 2021-09-10 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 366,233
2021-09-14 2021-09-10 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other I 84.1500 -488,400 -41,099 7,300,667
2021-09-14 2021-09-10 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 84.1500 -593,400 -49,935 9,328,657
2021-09-14 2021-09-10 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -488,400 -0 7,300,667
2021-09-14 2021-09-10 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -593,400 -1 9,328,657
2021-06-22 2021-06-17 4 Lucey Kevin J. HLNE Class A Common Stock F - Taxes D 91.3200 -5,891 -538 16,039
2021-03-16 2021-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 87.1000 -5,353 -466 64,650
2021-03-16 2021-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 6,674 70,003
2021-03-16 2020-12-04 4 Hirsch Erik R. HLNE Class A Common Stock G - Gift D -15,000 63,329
2021-03-16 2021-03-14 4 Giannini Mario L HLNE Class A Common Stock F - Taxes D 87.1000 -3,245 -283 96,498
2021-03-16 2021-03-14 4 Donohue Michael J. HLNE Class A Common Stock F - Taxes D 87.1000 -611 -53 30,117
2021-03-16 2021-03-14 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 626 30,728
2021-03-16 2020-12-31 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 66.3400 80 5 30,102
2021-03-16 2020-09-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 54.9000 96 5 30,022
2021-03-16 2021-03-14 4 Rogers Hartley R. HLNE Class A Common Stock F - Taxes D 87.1000 -7,822 -681 26,259
2021-03-16 2021-03-14 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 87.1000 -533 -46 28,390
2021-03-16 2021-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 1,292 28,923
2021-03-16 2021-03-14 4 Lucey Kevin J. HLNE Class A Common Stock F - Taxes D 87.1000 -3,142 -274 21,930
2021-03-16 2021-03-14 4 Lucey Kevin J. HLNE Class A Common Stock A - Award D 3,273 25,072
2021-03-16 2021-03-14 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 4,306 1,289,783
2021-03-16 2021-03-14 4 Varma Atul HLNE Class A Common Stock F - Taxes D 87.1000 -74 -6 3,178
2021-03-16 2021-03-14 4 Varma Atul HLNE Class A Common Stock A - Award D 2,239 3,252
2021-03-16 2020-12-31 4 Varma Atul HLNE Class A Common Stock A - Award D 66.3400 80 5 1,013
2021-03-16 2020-09-30 4 Varma Atul HLNE Class A Common Stock A - Award D 54.9000 96 5 933
2021-03-12 3 Graves Reynoldo Vann See footnotes HLNE Class A Common Stock I 5
2021-03-12 3 Graves Reynoldo Vann HLNE Class A Common Stock I 5
2021-03-08 2021-03-04 4 Whittemore Edward B. HLNE Class B Units J - Other I 87.3600 -10,000 -874 135,000
2021-03-08 2021-03-04 4 Whittemore Edward B. HLNE Class B Common Stock J - Other D 0.0010 -10,000 -0 135,000
2021-03-08 2021-03-04 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other I 87.3600 -228,000 -19,918 7,789,067
2021-03-08 2021-03-04 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 87.3600 -365,000 -31,886 9,922,057
2021-03-08 2021-03-04 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -228,000 -0 7,789,067
2021-03-08 2021-03-04 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -365,000 -0 9,922,057
2021-03-08 2021-03-04 4 Lucey Kevin J. HLNE Class B Units J - Other I 87.3600 -70,000 -6,115 190,869
2021-03-08 2021-03-04 4 Lucey Kevin J. HLNE Class B Common Stock J - Other D 0.0010 -70,000 -0 190,869
2021-03-08 2020-12-10 4 Lucey Kevin J. HLNE Class A Common Stock G - Gift I 58,010 58,010
2021-03-08 2020-12-10 4 Lucey Kevin J. HLNE Class A Common Stock G - Gift D -58,010 21,799
2021-03-08 2021-03-04 4 Rogers Hartley R. HLNE Class B Units J - Other I 87.3600 -178,000 -15,550 7,789,067
2021-03-08 2021-03-04 4 Rogers Hartley R. HLNE Class A Common Stock S - Sale D 87.3600 -19,245 -1,681 34,081
2021-03-08 2021-03-04 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -178,000 -0 7,789,067
2021-03-08 2021-02-27 4 Rogers Hartley R. HLNE Class B Units G - Gift I -50,000 7,967,067
2021-03-08 2021-02-27 4 Rogers Hartley R. HLNE Class B Common Stock G - Gift I -50,000 7,967,067
2021-03-08 2021-03-04 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Units J - Other I 87.3600 -50,000 -4,368 416,233
2021-03-08 2021-03-04 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Units J - Other I 87.3600 -50,000 -4,368 416,233
2021-03-08 2021-03-04 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 416,233
2021-03-08 2021-03-04 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 416,233
2021-03-08 2021-03-04 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 87.3600 -75,000 -6,552 635,015
2021-03-08 2021-03-04 4 SCHMERTZLER MICHAEL HLNE Class B Units J - Other I 87.3600 -27,000 -2,359 725,005
2021-03-08 2021-03-04 4 SCHMERTZLER MICHAEL HLNE Class B Common Stock J - Other D 0.0010 -27,000 -0 725,005
2021-03-08 2021-03-04 4 Giannini Mario L HLNE Class B Units J - Other D 87.3600 -500,000 -43,680 949,595
2021-03-08 2021-03-04 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 -500,000 -0 949,595
2020-11-16 2020-11-13 4 VARON LESLIE F HLNE Class A Common Stock S - Sale D 74.8700 -337 -25 4,571
2020-11-16 2020-11-12 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 834 4,908
2020-11-16 2020-11-12 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 1,669 12,858
2020-09-09 2020-09-04 4 SCHMERTZLER MICHAEL HLNE Class B Units J - Other I 70.1800 -50,000 -3,509 752,005
2020-09-09 2020-09-04 4 SCHMERTZLER MICHAEL HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 752,005
2020-09-09 2020-09-04 4 Donohue Michael J. HLNE Class C Units J - Other I 70.1800 -5,000 -351 8,204
2020-09-09 2020-06-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 57.2600 92 5 29,926
2020-09-09 2020-03-31 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 47.0100 113 5 29,834
2020-09-09 2020-09-04 4 Rogers Hartley R. HLNE Class B Units J - Other I 70.1800 -1,300,000 -91,234 8,017,067
2020-09-09 2020-09-04 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -1,300,000 -1 8,017,067
2020-09-09 2020-08-31 4 Rogers Hartley R. HLNE Class B Units G - Gift I -200,000 9,317,067
2020-09-09 2020-08-31 4 Rogers Hartley R. HLNE Class B Common Stock G - Gift I -200,000 9,317,067
2020-09-09 2020-09-04 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 70.1800 -75,000 -5,264 710,015
2020-09-09 2020-09-04 4 Whittemore Edward B. HLNE Class B Units J - Other I 70.1800 -11,880 -834 145,000
2020-09-09 2020-09-04 4 Whittemore Edward B. HLNE Class B Common Stock J - Other D 0.0010 -11,880 -0 145,000
2020-09-09 2020-09-04 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Units J - Other I 70.1800 -50,000 -3,509 466,233
2020-09-09 2020-09-04 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Units J - Other I 70.1800 -50,000 -3,509 466,233
2020-09-09 2020-09-04 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 466,233
2020-09-09 2020-09-04 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 466,233
2020-09-09 2020-09-04 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other I 70.1800 -1,500,000 -105,270 8,017,067
2020-09-09 2020-09-04 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 70.1800 -1,661,880 -116,631 10,287,057
2020-09-09 2020-09-04 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -1,500,000 -2 8,017,067
2020-09-09 2020-09-04 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -1,661,880 -2 10,287,057
2020-08-25 2020-08-22 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 69.8200 -511 -36 27,631
2020-06-09 2020-06-05 4 Giannini Mario L HLNE Class B Units J - Other D 70.0900 -500,000 -35,045 1,449,595
2020-06-09 2020-06-05 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 -500,000 -0 1,449,595
2020-06-09 2020-06-05 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Units J - Other I 70.0900 -50,000 -3,504 516,233
2020-06-09 2020-06-05 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Units J - Other I 70.0900 -50,000 -3,504 516,233
2020-06-09 2020-06-05 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 516,233
2020-06-09 2020-06-05 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 516,233
2020-06-09 2020-06-05 4 Whittemore Laurence HLNE Class B Units J - Other I 70.0900 -5,000 -350 156,880
2020-06-09 2020-06-05 4 Whittemore Laurence HLNE Class B Common Stock J - Other D 0.0010 -5,000 -0 156,880
2020-06-09 2020-06-05 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other I 70.0900 -600,000 -42,054 9,517,067
2020-06-09 2020-06-05 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 70.0900 -755,000 -52,918 11,948,937
2020-06-09 2020-06-05 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -600,000 -1 9,517,067
2020-06-09 2020-06-05 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -755,000 -1 11,948,937
2020-06-09 2020-06-05 4 Giannini Nicole HLNE Class B Units J - Other D 70.0900 -25,000 -1,752 288,648
2020-06-09 2020-06-05 4 Giannini Nicole HLNE Class B Common Stock J - Other D 0.0010 -25,000 -0 288,648
2020-06-09 2020-06-05 4 Hirsch Erik R. HLNE Class C Units J - Other I 70.0900 -191,920 -13,452 0
2020-06-09 2020-06-05 4 Hirsch Erik R. HLNE Class B Units J - Other I 70.0900 -308,080 -21,593 1,109,781
2020-06-09 2020-06-05 4 Hirsch Erik R. HLNE Class B Common Stock J - Other D 0.0010 -308,080 -0 1,109,781
2020-06-09 2020-06-05 4 SCHMERTZLER MICHAEL HLNE Class B Units J - Other I 70.0900 -50,000 -3,504 802,005
2020-06-09 2020-06-05 4 SCHMERTZLER MICHAEL HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 802,005
2020-06-09 2020-06-05 4 Giannini Kyera HLNE Class B Units J - Other D 70.0900 -50,000 -3,504 288,648
2020-06-09 2020-06-05 4 Giannini Kyera HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 288,648
2020-06-09 2020-06-05 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 70.0900 -65,000 -4,556 785,015
2020-06-09 2020-06-05 4 Lucey Kevin J. HLNE Class B Units J - Other I 70.0900 -100,000 -7,009 260,869
2020-06-09 2020-06-05 4 Lucey Kevin J. HLNE Class B Common Stock J - Other D 0.0010 -100,000 -0 260,869
2020-06-09 2020-06-05 4 Rogers Hartley R. HLNE Class B Units J - Other I 70.0900 -500,000 -35,045 9,517,067
2020-06-09 2020-06-05 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -500,000 -0 9,517,067
2020-06-09 2020-06-01 4 Rogers Hartley R. HLNE Class B Units G - Gift I -100,000 10,017,067
2020-06-09 2020-06-01 4 Rogers Hartley R. HLNE Class B Common Stock G - Gift I -100,000 10,017,067
2020-03-17 2020-03-14 4 Stilman Randy M. HLNE Class A Common Stock F - Taxes D 58.2600 -4,594 -268 29,711
2020-03-17 2019-12-31 4 Stilman Randy M. HLNE Class A Common Stock A - Award D 50.6600 105 5 34,305
2020-03-17 2019-09-30 4 Stilman Randy M. HLNE Class A Common Stock A - Award D 48.4200 110 5 34,200
2020-03-17 2020-03-14 4 Lucey Kevin J. HLNE Class A Common Stock F - Taxes D 58.2600 -6,733 -392 79,809
2020-03-17 2020-03-14 4 Lucey Kevin J. HLNE Class A Common Stock A - Award D 4,892 86,542
2020-03-17 2020-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 58.2600 -10,184 -593 78,329
2020-03-17 2020-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 8,904 88,513
2020-03-17 2020-03-14 4 Varma Atul HLNE Class A Common Stock A - Award D 837 837
2020-03-17 2020-03-14 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 6,265 1,285,477
2020-03-17 2020-03-14 4 Giannini Mario L HLNE Class A Common Stock F - Taxes D 58.2600 -8,845 -515 99,743
2020-03-17 2020-03-14 4 Donohue Michael J. HLNE Class A Common Stock F - Taxes D 58.2600 -705 -41 29,721
2020-03-17 2020-03-14 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 2,198 30,426
2020-03-17 2019-12-31 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 50.6600 89 5 28,228
2020-03-17 2019-09-30 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 48.4200 108 5 28,139
2020-03-17 2020-03-14 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 58.2600 -345 -20 28,142
2020-03-17 2020-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 1,802 28,487
2020-03-17 2020-03-14 4 Rogers Hartley R. HLNE Class A Common Stock F - Taxes D 58.2600 -15,039 -876 53,326
2020-03-17 2020-03-14 4 Rogers Hartley R. HLNE Class A Common Stock A - Award D 2,832 68,365
2019-11-26 2019-11-22 4 Blackburn Tara HLNE Class A Common Stock S - Sale D 55.5700 -10,000 -556 32,620
2019-11-26 2019-09-30 4 Blackburn Tara HLNE Class A Common Stock A - Award D 48.4200 110 5 32,981
2019-11-26 2019-06-28 4 Blackburn Tara HLNE Class A Common Stock A - Award D 48.5000 108 5 32,871
2019-11-26 2019-03-29 4 Blackburn Tara HLNE Class A Common Stock A - Award D 37.0400 143 5 32,763
2019-11-13 2019-11-12 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 2,248 11,189
2019-11-13 2019-11-12 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 1,124 4,074
2019-09-16 2019-09-12 4 Giannini Mario L HLNE Class B Units J - Other D 60.0100 -500,000 -30,005 1,949,595
2019-09-16 2019-09-12 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 -500,000 -0 1,949,595
2019-09-16 2019-09-12 4 Whittemore Edward B. HLNE Class B Units J - Other I 60.0100 -25,000 -1,500 156,880
2019-09-16 2019-09-12 4 Whittemore Edward B. HLNE Class B Common Stock J - Other D 0.0010 -25,000 -0 156,880
2019-09-16 2019-09-12 4 Giannini Nicole HLNE Class B Units J - Other D 60.0100 -50,000 -3,000 313,648
2019-09-16 2019-09-12 4 Giannini Nicole HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 313,648
2019-09-16 2019-09-12 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Units J - Other I 60.0100 -50,000 -3,000 566,233
2019-09-16 2019-09-12 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Units J - Other I 60.0100 -50,000 -3,000 566,233
2019-09-16 2019-09-12 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 566,233
2019-09-16 2019-09-12 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -50,000 -0 566,233
2019-09-16 2019-09-12 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other I 60.0100 -421,544 -25,297 10,117,067
2019-09-16 2019-09-12 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 60.0100 -616,544 -36,999 12,703,937
2019-09-16 2019-09-12 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -421,544 -0 10,117,067
2019-09-16 2019-09-12 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -616,544 -1 12,703,937
2019-09-16 2019-09-12 4 SCHMERTZLER MICHAEL HLNE Class B Units J - Other I 60.0100 -50,000 -3,000 852,005
2019-09-16 2019-09-12 4 SCHMERTZLER MICHAEL See footnotes HLNE Class B Common Stock J - Other I 0.0010 -50,000 -0 852,005
2019-09-16 2019-09-12 4 Kerr Thomas J. HLNE Class C Units J - Other I 60.0100 -25,000 -1,500 123,970
2019-09-16 2019-09-12 4 Stilman Randy M. HLNE Class B Units J - Other I 60.0100 -200,000 -12,002 357,429
2019-09-16 2019-09-12 4 Stilman Randy M. HLNE Class B Common Stock J - Other D 0.0010 -200,000 -0 357,429
2019-09-16 2019-06-28 4 Stilman Randy M. HLNE Class A Common Stock A - Award D 57.0600 109 6 34,090
2019-09-16 2019-03-29 4 Stilman Randy M. HLNE Class A Common Stock A - Award D 37.0400 143 5 33,981
2019-09-16 2019-09-12 4 Lucey Kevin J. HLNE Class C Units J - Other I 60.0100 -151,114 -9,068 25,557
2019-09-16 2019-09-12 4 Lucey Kevin J. HLNE Class B Units J - Other I 60.0100 -18,886 -1,133 360,869
2019-09-16 2019-09-12 4 Lucey Kevin J. HLNE Class B Common Stock J - Other D 0.0010 -18,886 -0 360,869
2019-09-16 2019-09-12 4 Rogers Hartley R. HLNE Class B Units J - Other I 60.0100 -421,544 -25,297 10,117,067
2019-09-16 2019-09-12 4 Rogers Hartley R. HLNE Class A Common Stock S - Sale D 60.0100 -78,456 -4,708 65,533
2019-09-16 2019-09-12 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -421,544 -0 10,117,067
2019-09-16 2019-05-06 4 Rogers Hartley R. HLNE Class B Units G - Gift I -2,634,653 10,538,611
2019-09-16 2019-05-06 4 Rogers Hartley R. HLNE Class B Common Stock G - Gift I -2,634,653 10,538,611
2019-09-16 2019-09-12 4 Hirsch Erik R. HLNE Class C Units J - Other I 60.0100 -500,000 -30,005 191,920
2019-09-16 2019-06-13 4 Hirsch Erik R. HLNE Class A Common Stock G - Gift D -37,750 79,609
2019-09-16 2019-09-12 4 Giannini Kyera HLNE Class B Units J - Other D 60.0100 -25,000 -1,500 338,648
2019-09-16 2019-09-12 4 Giannini Kyera HLNE Class B Common Stock J - Other D 0.0010 -25,000 -0 338,648
2019-09-16 2019-09-12 4 Donohue Michael J. HLNE Class C Units J - Other I 60.0100 -10,000 -600 13,204
2019-09-16 2019-06-28 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 57.0600 93 5 28,031
2019-09-16 2019-03-29 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 37.0400 141 5 27,938
2019-09-16 2019-09-12 4 Meeker Jeff HLNE Class C Units J - Other I 60.0100 -45,000 -2,700 102,872
2019-09-16 2019-09-12 4 Yett Paul R. HLNE Class C Units J - Other I 60.0100 -90,000 -5,401 129,145
2019-09-16 2019-09-12 4 Kelly Michael John HLNE Class C Units J - Other I 60.0100 -49,389 -2,964 58,697
2019-09-16 2019-09-12 4 Whittemore Laurence HLNE Class B Units J - Other I 60.0100 -20,000 -1,200 161,880
2019-09-16 2019-09-12 4 Whittemore Laurence HLNE Class B Common Stock J - Other D 0.0010 -20,000 -0 161,880
2019-09-16 2019-09-12 4 Delgado-Moreira Juan HLNE Class A Common Stock S - Sale D 60.0100 -150,000 -9,002 1,279,212
2019-08-22 2019-08-22 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 56.5600 -509 -29 26,685
2019-06-06 2019-06-05 4 Kelly Michael John HLNE Class A Common Stock S - Sale D 52.7900 -3,792 -200 0
2019-05-15 2018-12-05 5 Kelly Michael John HLNE Class C Units J - Other I -43,800 108,086
2019-05-15 2018-12-05 5 Kelly Michael John HLNE Class B Units J - Other I -41,302 41,303
2019-05-15 2018-12-05 5 Kelly Michael John HLNE Class B Common Stock J - Other D -41,302 41,303
2019-05-15 2018-12-05 5 Kelly Michael John HLNE Class A Common Stock J - Other D -3,792 3,792
2019-05-15 2018-09-01 5 Whittemore Laurence HLNE Class B Units G - Gift I 181,880 181,880
2019-05-15 2018-09-01 5 Whittemore Laurence HLNE Class B Common Stock G - Gift D 181,880 181,880
2019-05-15 2018-12-01 5 2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq. HLNE Class B Units G - Gift D -727,296 0
2019-05-15 2018-12-01 5 2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq. HLNE Class B Common Stock G - Gift D -727,296 0
2019-05-15 2018-09-01 5 Whittemore Edward B. HLNE Class B Units G - Gift I 181,880 181,880
2019-05-15 2018-09-01 5 Whittemore Edward B. HLNE Class B Common Stock G - Gift D 181,880 181,880
2019-05-15 2018-09-01 5 Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008 HLNE Class B Units G - Gift I -363,760 0
2019-05-15 2018-09-01 5 Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008 HLNE Class B Common Stock G - Gift D -363,760 0
2019-03-18 2019-03-14 4 Stilman Randy M. HLNE Class C Units J - Other I 45.6500 -109,420 -4,995 0
2019-03-18 2019-03-14 4 Stilman Randy M. HLNE Class B Units J - Other I 45.6500 -40,580 -1,852 557,429
2019-03-18 2019-03-14 4 Stilman Randy M. HLNE Class B Common Stock J - Other D 0.0010 -40,580 -0 557,429
2019-03-18 2019-03-14 4 Stilman Randy M. HLNE Class A Common Stock F - Taxes D 43.5500 -2,527 -110 33,838
2019-03-18 2019-03-14 4 Stilman Randy M. HLNE Class A Common Stock A - Award D 3,560 36,365
2019-03-18 2019-03-14 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Units J - Other I 45.6500 -100,000 -4,565 616,233
2019-03-18 2019-03-14 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Units J - Other I 45.6500 -100,000 -4,565 616,233
2019-03-18 2019-03-14 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -100,000 -0 616,233
2019-03-18 2019-03-14 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -100,000 -0 616,233
2019-03-18 2019-03-14 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 45.6500 -600,000 -27,390 13,320,481
2019-03-18 2019-03-14 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -600,000 -1 13,320,481
2019-03-18 2019-03-14 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 45.6500 -50,000 -2,282 850,015
2019-03-18 2019-03-14 4 Giannini Mario L HLNE Class A Common Stock F - Taxes D 43.5500 -15,168 -661 108,588
2019-03-18 2019-03-14 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 11,592 1,429,212
2019-03-18 2019-03-14 4 Meeker Jeff HLNE Class A Common Stock F - Taxes D 43.5500 -2,340 -102 31,493
2019-03-18 2019-03-14 4 Meeker Jeff HLNE Class A Common Stock A - Award D 4,191 33,833
2019-03-18 2019-03-14 4 Lucey Kevin J. HLNE Class C Units J - Other I 45.6500 -70,000 -3,196 176,671
2019-03-18 2019-03-14 4 Lucey Kevin J. HLNE Class A Common Stock F - Taxes D 43.5500 -9,512 -414 81,650
2019-03-18 2019-03-14 4 Lucey Kevin J. HLNE Class A Common Stock A - Award D 7,922 91,162
2019-03-18 2019-03-14 4 HELGERSON DAVID HLNE Class A Common Stock F - Taxes D 43.5500 -1,783 -78 23,166
2019-03-18 2019-03-14 4 HELGERSON DAVID HLNE Class A Common Stock A - Award D 1,365 24,949
2019-03-18 2019-03-14 4 Brennan Stephen R. HLNE Class C Units J - Other I 45.6500 -20,000 -913 154,451
2019-03-18 2019-03-14 4 Brennan Stephen R. HLNE Class A Common Stock F - Taxes D 43.5500 -4,057 -177 43,241
2019-03-18 2019-03-14 4 Brennan Stephen R. HLNE Class A Common Stock A - Award D 5,925 47,298
2019-03-18 2019-03-14 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 43.5500 -186 -8 27,194
2019-03-18 2019-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 2,239 27,380
2019-03-18 2019-03-14 4 Rogers Hartley R. HLNE Class B Units J - Other I 45.6500 -400,000 -18,260 10,538,611
2019-03-18 2019-03-14 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -400,000 -0 10,538,611
2019-03-18 2019-03-14 4 Rogers Hartley R. HLNE Class A Common Stock F - Taxes D 43.5500 -19,236 -838 143,989
2019-03-18 2019-03-14 4 Rogers Hartley R. HLNE Class A Common Stock A - Award D 16,103 163,225
2019-03-18 2019-03-14 4 Donohue Michael J. HLNE Class A Common Stock F - Taxes D 43.5500 -953 -42 27,797
2019-03-18 2019-03-14 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 1,218 28,750
2019-03-18 2019-03-14 4 Yett Paul R. HLNE Class C Units J - Other I 45.6500 -90,000 -4,108 219,145
2019-03-18 2019-03-14 4 Yett Paul R. HLNE Class A Common Stock F - Taxes D 43.5500 -1,127 -49 11,922
2019-03-18 2019-03-14 4 Yett Paul R. HLNE Class A Common Stock A - Award D 1,180 13,049
2019-03-18 2019-03-14 4 Hirsch Erik R. HLNE Class C Units J - Other I 45.6500 -250,000 -11,412 691,920
2019-03-18 2019-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 43.5500 -13,401 -584 117,359
2019-03-18 2019-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 13,850 130,760
2019-03-18 2019-03-14 4 Kerr Thomas J. HLNE Class A Common Stock F - Taxes D 43.5500 -2,585 -113 34,967
2019-03-18 2019-03-14 4 Kerr Thomas J. HLNE Class A Common Stock A - Award D 5,018 37,552
2019-03-18 2019-03-14 4 Blackburn Tara HLNE Class A Common Stock F - Taxes D 43.5500 -1,331 -58 42,620
2019-03-18 2019-03-14 4 Blackburn Tara HLNE Class A Common Stock S - Sale D 43.0400 -10,000 -430 43,951
2019-03-18 2019-03-14 4 Blackburn Tara HLNE Class A Common Stock A - Award D 5,052 53,951
2019-03-18 2019-03-14 4 Anigati Andrea HLNE Class A Common Stock F - Taxes D 43.5500 -2,432 -106 60,910
2019-03-18 2019-03-14 4 Anigati Andrea HLNE Class A Common Stock A - Award D 6,200 63,342
2018-12-14 3 Giannini Nicole HLNE Class B Common Stock D 727,296
2018-12-14 3 Giannini Nicole HLNE Class B Common Stock D 727,296
2018-12-14 3 Giannini Nicole HLNE Class B Common Stock D 727,296
2018-12-14 3 Giannini Kyera HLNE Class B Common Stock D 727,296
2018-12-14 3 Giannini Kyera HLNE Class B Common Stock D 727,296
2018-12-14 3 Giannini Kyera HLNE Class B Common Stock D 727,296
2018-11-15 2018-11-14 4 Delgado-Moreira Juan By Trust HLNE Class A Common Stock P - Purchase I 37.0400 21,450 795 21,450
2018-11-13 2018-11-09 4 VARON LESLIE F HLNE Class A Common Stock S - Sale D 38.6100 -1,070 -41 2,950
2018-09-19 2018-09-17 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other I 47.2600 -417,837 -19,747 10,938,611
2018-09-19 2018-09-17 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 47.2600 -617,837 -29,199 13,920,481
2018-09-19 2018-09-17 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other I 0.0010 -417,837 -0 10,938,611
2018-09-19 2018-09-17 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -617,837 -1 13,920,481
2018-09-19 2018-09-17 4 Rogers Hartley R. HLNE Class B Units J - Other I 47.2600 -417,837 -19,747 10,938,611
2018-09-19 2018-09-17 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -417,837 -0 10,938,611
2018-09-19 2018-09-17 4 Rogers Hartley R. HLNE Class A Common Stock S - Sale D 47.2600 -28,087 -1,327 147,122
2018-09-19 2018-09-17 4 2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq. HLNE Class B Units J - Other D 47.2600 -250,000 -11,815 727,296
2018-09-19 2018-09-17 4 2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq. HLNE Class B Common Stock J - Other D 0.0010 -250,000 -0 727,296
2018-09-19 2018-09-17 4 Kerr Thomas J. HLNE Class C Units J - Other I 47.2600 -35,000 -1,654 148,970
2018-09-19 2018-09-17 4 SCHMERTZLER MICHAEL HLNE Class B Units J - Other I 47.2600 -200,000 -9,452 902,005
2018-09-19 2018-09-17 4 SCHMERTZLER MICHAEL See footnotes HLNE Class B Common Stock J - Other I 0.0010 -200,000 -0 902,005
2018-09-19 2018-09-17 4 Lucey Kevin J. HLNE Class C Units J - Other I 47.2600 -180,000 -8,507 246,671
2018-09-19 2018-09-17 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 47.2600 -100,000 -4,726 900,015
2018-09-19 2018-09-17 4 Kelly Michael John HLNE Class C Units J - Other I 47.2600 -150,000 -7,089 151,886
2018-09-19 2018-09-17 4 Yett Paul R. HLNE Class C Units J - Other I 47.2600 -125,000 -5,908 309,145
2018-09-19 2018-09-17 4 Hirsch Erik R. HLNE Class C Units J - Other I 47.2600 -500,000 -23,630 941,920
2018-09-19 2018-09-17 4 Brennan Stephen R. HLNE Class C Units J - Other I 47.2600 -15,000 -709 174,451
2018-09-19 2018-09-17 4 Anigati Andrea HLNE Class C Units J - Other I 47.2600 -54,500 -2,576 354,317
2018-09-19 2018-09-17 4 Stilman Randy M. HLNE Class C Units J - Other I 47.2600 -125,000 -5,908 109,420
2018-09-19 2018-09-17 4 Giannini Mario L HLNE Class B Units J - Other D 47.2600 -500,000 -23,630 2,449,595
2018-09-19 2018-09-17 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 -500,000 -0 2,449,595
2018-09-19 2018-09-17 4 Donohue Michael J. HLNE Class C Units J - Other I 47.2600 -9,500 -449 23,204
2018-09-19 2018-09-17 4 Blackburn Tara HLNE Class C Units J - Other I 47.2600 -14,105 -667 214,767
2018-09-19 2018-09-17 4 HELGERSON DAVID HLNE Class C Units J - Other I 47.2600 -25,000 -1,182 49,997
2018-09-18 2018-09-15 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 1,344 4,020
2018-09-18 2018-09-15 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 2,687 8,941
2018-08-23 2018-08-22 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 46.3400 -509 -24 25,141
2018-05-17 2018-05-15 4 Giannini Mario L HLNE Class A Common Stock F - Taxes D 45.1900 -3,328 -150 123,756
2018-04-04 2017-03-06 4/A Donohue Michael J. HLNE Restricted Class A Common Stock J - Other D 11,779 11,779
2018-04-04 2017-03-06 4/A Delgado-Moreira Juan HLNE Restricted Class A Common Stock J - Other D 77,868 77,868
2018-04-02 2018-03-30 4 Kelly Michael John HLNE Class A Common Stock D - Sale to Issuer D -7,544 7,584
2018-03-23 2018-03-05 4 HLA INVESTMENTS LLC HLNE Class B Units J - Other D 32.7900 -1,254,860 -41,147 14,538,318
2018-03-23 2018-03-05 4 HLA INVESTMENTS LLC HLNE Class B Common Stock J - Other D 0.0010 -1,254,860 -1 14,538,318
2018-03-16 2018-03-14 4 HELGERSON DAVID HLNE Class A Common Stock F - Taxes D 38.0700 -2,485 -95 23,584
2018-03-16 2018-03-14 4 HELGERSON DAVID HLNE Class A Common Stock A - Award D 2,128 26,069
2018-03-16 2018-03-14 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 38.0700 -17,054 -649 116,910
2018-03-16 2018-03-14 4 Hirsch Erik R. HLNE Class A Common Stock A - Award D 15,761 133,964
2018-03-16 2018-03-14 4 Kelly Michael John HLNE Class A Common Stock F - Taxes D 38.0700 -1,973 -75 15,128
2018-03-16 2018-03-14 4 Kerr Thomas J. HLNE Class A Common Stock F - Taxes D 38.0700 -4,515 -172 32,534
2018-03-16 2018-03-14 4 Kerr Thomas J. HLNE Class A Common Stock A - Award D 5,582 37,049
2018-03-16 2018-03-14 4 Lucey Kevin J. HLNE Class A Common Stock F - Taxes D 38.0700 -11,933 -454 83,240
2018-03-16 2018-03-14 4 Lucey Kevin J. HLNE Class A Common Stock A - Award D 11,821 95,173
2018-03-16 2018-03-14 4 Meeker Jeff HLNE Class A Common Stock F - Taxes D 38.0700 -2,717 -103 29,642
2018-03-16 2018-03-14 4 Meeker Jeff HLNE Class A Common Stock A - Award D 4,433 32,359
2018-03-16 2018-03-14 4 Rogers Hartley R. HLNE Class A Common Stock F - Taxes D 38.0700 -26,294 -1,001 175,209
2018-03-16 2018-03-14 4 Rogers Hartley R. HLNE Class A Common Stock A - Award D 18,388 201,503
2018-03-16 2018-03-14 4 Stilman Randy M. HLNE Class A Common Stock F - Taxes D 38.0700 -3,001 -114 32,805
2018-03-16 2018-03-14 4 Stilman Randy M. HLNE Class A Common Stock A - Award D 4,269 35,806
2018-03-16 2018-03-14 4 Yett Paul R. HLNE Class A Common Stock F - Taxes D 38.0700 -1,504 -57 11,869
2018-03-16 2018-03-14 4 Yett Paul R. HLNE Class A Common Stock A - Award D 1,236 13,373
2018-03-16 2018-03-14 4 Anigati Andrea HLNE Class A Common Stock F - Taxes D 38.0700 -4,695 -179 57,142
2018-03-16 2018-03-14 4 Anigati Andrea HLNE Class A Common Stock A - Award D 5,090 61,837
2018-03-16 2018-03-14 4 Blackburn Tara HLNE Class A Common Stock F - Taxes D 38.0700 -823 -31 48,899
2018-03-16 2018-03-14 4 Blackburn Tara HLNE Class A Common Stock A - Award D 5,911 49,722
2018-03-16 2018-03-14 4 Brennan Stephen R. HLNE Class A Common Stock F - Taxes D 38.0700 -5,920 -225 41,373
2018-03-16 2018-03-14 4 Brennan Stephen R. HLNE Class A Common Stock A - Award D 7,224 47,293
2018-03-16 2018-03-14 4 Delgado-Moreira Juan HLNE Class A Common Stock A - Award D 12,478 1,417,620
2018-03-16 2018-03-14 4 Donohue Michael J. HLNE Class A Common Stock F - Taxes D 38.0700 -1,132 -43 27,532
2018-03-16 2018-03-14 4 Donohue Michael J. HLNE Class A Common Stock A - Award D 1,360 28,664
2018-03-16 2018-03-14 4 Gavalis Lydia HLNE Class A Common Stock A - Award D 2,595 25,650
2018-03-16 2018-03-14 4 Giannini Mario L HLNE Class A Common Stock F - Taxes D 38.0700 -19,770 -753 127,084
2018-03-07 2018-03-05 4 Donohue Michael J. HLNE Class C Units J - Other I 32.7900 -12,626 -414 32,704
2018-03-07 2018-03-05 4 Kelly Michael John HLNE Class C Units J - Other I 32.7900 -67,851 -2,225 301,886
2018-03-07 2018-03-05 4 Lucey Kevin J. HLNE Class C Units J - Other I 32.7900 -126,154 -4,137 426,671
2018-03-07 2018-03-05 4 Delgado-Moreira Juan HLNE Class A Common Stock S - Sale D 34.2500 -446,315 -15,286 1,405,142
2018-03-07 2018-03-05 4 Giannini Mario L HLNE Class B Units J - Other I 32.7900 -664,567 -21,791 2,862,736
2018-03-07 2018-03-05 4 Giannini Mario L HLNE Class B Units J - Other D 32.7900 -278,508 -9,132 2,949,595
2018-03-07 2018-03-05 4 Giannini Mario L HLNE Class B Common Stock J - Other I 0.0010 -664,567 -1 2,862,736
2018-03-07 2018-03-05 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 -278,508 -0 2,949,595
2018-03-07 2018-03-05 4 Hirsch Erik R. HLNE Class C Units J - Other I 32.7900 -504,667 -16,548 1,441,920
2018-03-07 2018-03-05 4 Kerr Thomas J. HLNE Class C Units J - Other I 32.7900 -10,000 -328 183,970
2018-03-07 2018-03-05 4 Oakville Number 2 Trust HLNE Class A Common Stock S - Sale D 34.2500 -250,000 -8,562 1,000,015
2018-03-07 2018-03-05 4 Rogers Hartley R. HLNE Class B Units J - Other I 32.7900 -285,715 -9,369 11,356,448
2018-03-07 2018-03-05 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 -285,715 -0 11,356,448
2018-03-07 2018-03-05 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Units J - Other I 32.7900 -475,000 -15,575 716,233
2018-03-07 2018-03-05 4 Sexton Barbara By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Units J - Other I 32.7900 -475,000 -15,575 716,233
2018-03-07 2018-03-05 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -475,000 -0 716,233
2018-03-07 2018-03-05 4 Sexton Barbara HLNE Class B Common Stock J - Other D 0.0010 -475,000 -0 716,233
2018-03-07 2018-03-05 4 Stilman Randy M. HLNE Class C Units J - Other I 32.7900 -226,914 -7,441 234,420
2018-03-07 2018-03-05 4 Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008 HLNE Class B Units J - Other I 32.7900 -19,145 -628 363,760
2018-03-07 2018-03-05 4 Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008 HLNE Class B Common Stock J - Other D 0.0010 -19,145 -0 363,760
2018-03-07 2018-03-05 4 Yett Paul R. HLNE Class C Units J - Other I 32.7900 -300,000 -9,837 434,145
2018-03-07 2018-03-05 4 Blackburn Tara HLNE Class C Units J - Other I 32.7900 -180,000 -5,902 228,872
2018-03-07 2018-03-05 4 Brennan Stephen R. HLNE Class C Units J - Other I 32.7900 -36,819 -1,207 189,451
2017-11-13 2017-11-09 4 SEXTON O GRIFFITH HLNE Class A Common Stock A - Award D 6,254 6,254
2017-11-13 2017-11-09 4 VARON LESLIE F HLNE Class A Common Stock A - Award D 2,676 2,676
2017-08-24 2017-08-22 4 Gavalis Lydia HLNE Class A Common Stock F - Taxes D 22.5100 -744 -17 17,678
2017-06-01 3 BERKMAN DAVID J HLNE Class A Common Stock D 50,000
2017-06-01 3 BERKMAN DAVID J HLNE Class A Common Stock D 50,000
2017-05-25 2017-05-23 4 Delgado-Moreira Juan HLNE Employee Stock Option (right to buy) M - Exercise D 1.34 -233,495 0
2017-05-25 2017-05-23 4 Delgado-Moreira Juan HLNE Class A Common Stock F - Taxes D 19.9700 -33,251 -664 1,788,059
2017-05-25 2017-05-23 4 Delgado-Moreira Juan HLNE Class A Common Stock M - Exercise D 1.3400 233,495 313 1,821,310
2017-05-15 2017-05-15 4 Giannini Mario L HLNE Restricted Class A Common Stock A - Award D 29,494 112,636
2017-04-03 2017-03-28 4/A Brennan Stephen R. HLNE Class A Common Stock F - Taxes D 18.7900 -7,170 -135 8,386
2017-04-03 2017-03-28 4/A Blackburn Tara HLNE Class A Common Stock F - Taxes D 18.7900 -3,134 -59 13,266
2017-04-03 2017-03-28 4/A HELGERSON DAVID HLNE Class A Common Stock F - Taxes D 18.7900 -4,491 -84 7,102
2017-04-03 2017-03-28 4/A Kerr Thomas J. HLNE Class A Common Stock F - Taxes D 18.7900 -5,273 -99 7,365
2017-04-03 2017-03-28 4/A Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 18.7900 -22,657 -426 27,454
2017-04-03 2017-03-28 4/A Lucey Kevin J. HLNE Class A Common Stock F - Taxes D 18.7900 -15,460 -290 18,828
2017-04-03 2017-03-28 4/A Kelly Michael John HLNE Class A Common Stock F - Taxes D 18.7900 -3,851 -72 3,645
2017-04-03 2017-03-28 4/A Yett Paul R. HLNE Class A Common Stock F - Taxes D 18.7900 -2,684 -50 2,158
2017-04-03 2017-03-28 4/A Giannini Mario L HLNE Class A Common Stock F - Taxes D 18.7900 -30,627 -575 34,218
2017-04-03 2017-03-28 4/A Donohue Michael J. HLNE Class A Common Stock F - Taxes D 18.7900 -1,559 -29 17,285
2017-04-03 3 Gavalis Lydia HLNE Class A Common Stock D 40,429
2017-04-03 3 Gavalis Lydia HLNE Class A Common Stock D 40,429
2017-04-03 3 Gavalis Lydia HLNE Restricted Class A Common Stock D 30,968
2017-04-03 3 Gavalis Lydia HLNE Restricted Class A Common Stock D 30,968
2017-03-30 2017-03-28 4 Hirsch Erik R. HLNE Class A Common Stock F - Taxes D 18.7900 -15,407 -289 34,704
2017-03-30 2017-03-28 4 Blackburn Tara HLNE Class A Common Stock F - Taxes D 18.7900 -2,131 -40 14,269
2017-03-30 2017-03-28 4 Kelly Michael John HLNE Class A Common Stock F - Taxes D 18.7900 -2,619 -49 4,877
2017-03-30 2017-03-28 4 HELGERSON DAVID HLNE Class A Common Stock F - Taxes D 18.7900 -3,054 -57 5,485
2017-03-30 2017-03-28 4 Donohue Michael J. HLNE Class A Common Stock F - Taxes D 18.7900 -1,060 -20 17,784
2017-03-30 2017-03-28 4 Brennan Stephen R. HLNE Class A Common Stock F - Taxes D 18.7900 -4,876 -92 10,680
2017-03-30 2017-03-28 4 Lucey Kevin J. HLNE Class A Common Stock F - Taxes D 18.7900 -10,512 -198 23,776
2017-03-30 2017-03-28 4 Giannini Mario L HLNE Class A Common Stock F - Taxes D 18.7900 -20,826 -391 44,019
2017-03-30 2017-03-28 4 Kerr Thomas J. HLNE Class A Common Stock F - Taxes D 18.7900 -3,585 -67 9,053
2017-03-30 2017-03-28 4 Yett Paul R. HLNE Class A Common Stock F - Taxes D 18.7900 -1,825 -34 3,017
2017-03-21 2017-03-17 4 Rogers Hartley R. HLNE Restricted Class A Common Stock A - Award D 39,915 183,115
2017-03-16 3/A Rysaffe Trustee Co (CI) Ltd See footnotes HLNE Class B Common Stock I 7
2017-03-16 3/A Rysaffe Trustee Co (CI) Ltd HLNE Class A Common Stock D 1,250,015
2017-03-16 2017-03-14 4 Anigati Andrea HLNE Restricted Class A Common Stock A - Award D 7,823 38,834
2017-03-16 2017-03-14 4 Blackburn Tara HLNE Restricted Class A Common Stock A - Award D 9,580 46,695
2017-03-16 2017-03-14 4 Brennan Stephen R. HLNE Restricted Class A Common Stock A - Award D 11,708 47,239
2017-03-16 2017-03-14 4 Delgado-Moreira Juan HLNE Restricted Class A Common Stock A - Award D 19,580 1,648,413
2017-03-16 2017-03-14 4 Donohue Michael J. HLNE Restricted Class A Common Stock A - Award D 3,353 28,863
2017-03-16 2017-03-14 4 HELGERSON DAVID HLNE Restricted Class A Common Stock A - Award D 4,843 25,932
2017-03-16 2017-03-14 4 Hirsch Erik R. HLNE Restricted Class A Common Stock A - Award D 26,344 140,860
2017-03-16 2017-03-14 4 Kelly Michael John HLNE Restricted Class A Common Stock A - Award D 4,303 20,952
2017-03-16 2017-03-14 4 Kerr Thomas J. HLNE Restricted Class A Common Stock A - Award D 8,249 36,740
2017-03-16 2017-03-14 4 Lucey Kevin J. HLNE Restricted Class A Common Stock A - Award D 20,224 98,812
2017-03-16 2017-03-14 4 Meeker Jeff HLNE Restricted Class A Common Stock A - Award D 6,147 27,926
2017-03-16 2017-03-14 4 Stilman Randy M. HLNE Restricted Class A Common Stock A - Award D 6,386 31,537
2017-03-16 2017-03-14 4 Yett Paul R. HLNE Restricted Class A Common Stock A - Award D 3,034 14,821
2017-03-08 3 Brennan Stephen R. HLNE Restricted Class A Common Stock D 212,979
2017-03-08 3 Brennan Stephen R. See footnotes HLNE Class B Common Stock I 319,365
2017-03-08 3 Brennan Stephen R. HLNE Restricted Class A Common Stock D 212,979
2017-03-08 3 Brennan Stephen R. See footnotes HLNE Class B Common Stock I 319,365
2017-03-08 3 Blackburn Tara See footnotes HLNE Class B Common Stock I 383,997
2017-03-08 3 Blackburn Tara HLNE Restricted Class A Common Stock D 247,671
2017-03-08 3 Blackburn Tara See footnotes HLNE Class B Common Stock I 383,997
2017-03-08 3 Blackburn Tara HLNE Restricted Class A Common Stock D 247,671
2017-03-08 3 Anigati Andrea HLNE Class A Common Stock D 202,807
2017-03-08 3 Anigati Andrea See footnotes HLNE Class B Common Stock I 320,864
2017-03-08 3 Anigati Andrea HLNE Restricted Class A Common Stock D 215,905
2017-03-08 3 Anigati Andrea HLNE Class A Common Stock D 202,807
2017-03-08 3 Anigati Andrea See footnotes HLNE Class B Common Stock I 320,864
2017-03-08 3 Anigati Andrea HLNE Restricted Class A Common Stock D 215,905
2017-03-08 3 Maniaci Joseph G. HLNE Class A Common Stock D 1,954,592
2017-03-08 3 Maniaci Joseph G. HLNE Class A Common Stock D 1,954,592
2017-03-08 3 Maniaci Joseph G. HLNE Class A Common Stock D 1,954,592
2017-03-08 3 Yett Paul R. HLNE Restricted Class A Common Stock D 587,905
2017-03-08 3 Yett Paul R. See footnotes HLNE Class B Common Stock I 1,140,449
2017-03-08 3 Yett Paul R. See footnotes HLNE Class B Common Stock I 1,140,449
2017-03-08 3 Yett Paul R. HLNE Restricted Class A Common Stock D 587,905
2017-03-08 3 Whittemore Edward B. See footnotes HLNE Class B Common Stock I 765,810
2017-03-08 3 Whittemore Edward B. See footnotes HLNE Class B Common Stock I 765,810
2017-03-08 3 Whittemore Edward B. See footnotes HLNE Class B Common Stock I 765,810
2017-03-08 3 Whittemore Edward B. See footnotes HLNE Class B Common Stock I 765,810
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Matthew Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 2008 Sexton Des. Trust FBO Matthew Sexton By the 2008 Sexton Des. Trust FBO Laura Sexton HLNE Class B Common Stock I 3,573,699
2017-03-08 3 SCHMERTZLER MICHAEL See footnotes HLNE Class B Common Stock I 2,204,010
2017-03-08 3 SCHMERTZLER MICHAEL See footnotes HLNE Class B Common Stock I 2,204,010
2017-03-08 3 Hepburn John See footnotes HLNE Class B Common Stock I 1,250,029
2017-03-08 3 Hepburn John HLNE Class A Common Stock D 2,500,037
2017-03-08 3 Hepburn John See footnotes HLNE Class B Common Stock I 1,250,029
2017-03-08 3 Hepburn John See footnotes HLNE Class B Common Stock I 1,250,029
2017-03-08 3 Hepburn John HLNE Class A Common Stock D 2,500,037
2017-03-08 3 Hepburn John HLNE Class A Common Stock D 2,500,037
2017-03-08 3 Hepburn John HLNE Class A Common Stock D 2,500,037
2017-03-08 3 Hepburn John See footnotes HLNE Class B Common Stock I 1,250,029
2017-03-08 3 Meeker Jeff HLNE Restricted Class A Common Stock D 311,544
2017-03-08 3 Meeker Jeff See footnotes HLNE Class B Common Stock I 557,751
2017-03-08 3 Meeker Jeff See footnotes HLNE Class B Common Stock I 557,751
2017-03-08 3 Meeker Jeff HLNE Restricted Class A Common Stock D 311,544
2017-03-08 3 Kerr Thomas J. See footnotes HLNE Class B Common Stock I 403,363
2017-03-08 3 Kerr Thomas J. See footnotes HLNE Class B Common Stock I 403,363
2017-03-08 3 Kerr Thomas J. HLNE Restricted Class A Common Stock D 244,418
2017-03-08 3 Kerr Thomas J. HLNE Restricted Class A Common Stock D 244,418
2017-03-08 3 Kelly Michael John See footnotes HLNE Class B Common Stock I 181,859
2017-03-08 3 Kelly Michael John HLNE Restricted Class A Common Stock D 115,903
2017-03-08 3 Kelly Michael John See footnotes HLNE Class B Common Stock I 181,859
2017-03-08 3 Kelly Michael John HLNE Restricted Class A Common Stock D 115,903
2017-03-08 3 HRHLA, LLC HLNE Class B Common Stock D 43,228,519
2017-03-08 3 HRHLA, LLC HLNE Class B Common Stock D 43,228,519
2017-03-08 3 HRHLA, LLC See footnotes HLNE Class A Common Stock I 39,077,504
2017-03-08 3 HRHLA, LLC HLNE Class B Common Stock D 43,228,519
2017-03-08 3 HRHLA, LLC See footnotes HLNE Class A Common Stock I 39,077,504
2017-03-08 3 HRHLA, LLC See footnotes HLNE Class A Common Stock I 39,077,504
2017-03-08 3 HELGERSON DAVID See footnotes HLNE Class B Common Stock I 331,687
2017-03-08 3 HELGERSON DAVID HLNE Restricted Class A Common Stock D 198,727
2017-03-08 3 HELGERSON DAVID See footnotes HLNE Class B Common Stock I 331,687
2017-03-08 3 HELGERSON DAVID HLNE Class A Common Stock D 180,138
2017-03-08 3 HELGERSON DAVID HLNE Restricted Class A Common Stock D 198,727
2017-03-08 3 HELGERSON DAVID HLNE Class A Common Stock D 180,138
2017-03-08 3 HAMILTON LANE ADVISORS INC /PA/ /ADV HLNE Class B Common Stock D 5,158,208
2017-03-08 3 HAMILTON LANE ADVISORS INC /PA/ /ADV HLNE Class B Common Stock D 5,158,208
2017-03-08 2017-03-06 4 Lucey Kevin J. HLNE Class C Units J - Other I 552,825 552,825
2017-03-08 2017-03-06 4 Lucey Kevin J. HLNE Class B Units J - Other I 379,755 379,755
2017-03-08 2017-03-06 4 Lucey Kevin J. HLNE Class B Common Stock J - Other I 0.0010 379,755 0 379,755
2017-03-08 2017-03-06 4 Lucey Kevin J. HLNE Restricted Class A Common Stock J - Other D 78,588 78,588
2017-03-08 2017-03-06 4 Rogers Hartley R. HLNE Class B Units J - Other I 11,642,163 11,642,163
2017-03-08 2017-03-06 4 Rogers Hartley R. HLNE Class B Common Stock J - Other I 0.0010 11,642,163 12 11,642,163
2017-03-08 2017-03-06 4 Rogers Hartley R. HLNE Restricted Class A Common Stock J - Other D 143,200 143,200
2017-03-08 2017-03-06 4 SEXTON O GRIFFITH HLNE Class B Units J - Other I 1,191,233 2,382,466
2017-03-08 2017-03-06 4 SEXTON O GRIFFITH HLNE Class B Units J - Other I 0.0010 1,191,233 1 2,382,466
2017-03-08 2017-03-06 4 SEXTON O GRIFFITH HLNE Class B Common Stock J - Other I 0.0010 1,191,233 1 2,382,466
2017-03-08 2017-03-06 4 SEXTON O GRIFFITH HLNE Class B Common Stock J - Other I 0.0010 1,191,233 1 2,382,466
2017-03-08 2017-03-06 4 Stilman Randy M. HLNE Class C Units A - Award I 0 461,334
2017-03-08 2017-03-06 4 Stilman Randy M. HLNE Class B Units A - Award I 0 461,334
2017-03-08 2017-03-06 4 Stilman Randy M. HLNE Class B Common Stock J - Other I 0.0010 598,009 1 598,009
2017-03-08 2017-03-06 4 Stilman Randy M. HLNE Restricted Class A Common Stock J - Other D 25,151 25,151
2017-03-08 2017-03-06 4 Cleveland Robert HLNE Class C Units J - Other I 5,586 5,586
2017-03-08 2017-03-06 4 Cleveland Robert HLNE Class B Units J - Other I 77,284 77,284
2017-03-08 2017-03-06 4 Cleveland Robert HLNE Class B Common Stock J - Other I 0.0010 77,284 0 77,284
2017-03-08 2017-03-06 4 Cleveland Robert HLNE Restricted Class A Common Stock J - Other D 4,031 12,517
2017-03-08 2017-03-06 4 Cleveland Robert HLNE Class A Common Stock J - Other D 8,486 8,486
2017-03-08 2017-03-06 4 Delgado-Moreira Juan HLNE Employee Stock Option (right to buy) J - Other D 1.34 233,495 233,495
2017-03-08 2017-03-06 4 Delgado-Moreira Juan HLNE Restricted Class A Common Stock J - Other D 77,868 1,628,833
2017-03-08 2017-03-06 4 Delgado-Moreira Juan HLNE Class A Common Stock P - Purchase D 16.0000 2,800 45 1,553,765
2017-03-08 2017-03-06 4 Delgado-Moreira Juan HLNE Class A Common Stock J - Other D 1,550,965 1,550,965
2017-03-08 2017-03-06 4 Donohue Michael J. HLNE Class C Units J - Other I 45,330 45,330
2017-03-08 2017-03-06 4 Donohue Michael J. HLNE Class B Units J - Other I 26,819 26,819
2017-03-08 2017-03-06 4 Donohue Michael J. HLNE Class B Common Stock J - Other I 0.0010 26,819 0 26,819
2017-03-08 2017-03-06 4 Donohue Michael J. HLNE Restricted Class A Common Stock J - Other D 11,779 25,510
2017-03-08 2017-03-06 4 Donohue Michael J. HLNE Class A Common Stock J - Other D 13,731 13,731
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Units J - Other I 664,567 3,527,303
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Units J - Other I 283,632 2,862,736
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Units J - Other I 2,579,104 2,579,104
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Units J - Other D 3,228,103 3,228,103
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Common Stock J - Other I 0.0010 664,567 1 3,527,303
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Common Stock J - Other I 0.0010 283,632 0 2,862,736
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Common Stock J - Other I 0.0010 2,579,104 3 2,579,104
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Class B Common Stock J - Other D 0.0010 3,228,103 3 3,228,103
2017-03-08 2017-03-06 4 Giannini Mario L HLNE Restricted Class A Common Stock J - Other D 147,987 147,987
2017-03-08 2017-03-06 4 HAMILTON LANE ADVISORS LLC HLNE Common Stock J - Other D -100 0
2017-03-08 2017-03-06 4 Hirsch Erik R. HLNE Class C Units J - Other I 1,946,587 1,946,587
2017-03-08 2017-03-06 4 Hirsch Erik R. HLNE Class B Units J - Other I 1,417,861 1,417,861
2017-03-08 2017-03-06 4 Hirsch Erik R. HLNE Class B Common Stock J - Other I 0.0010 1,417,861 1 1,417,861
2017-03-08 2017-03-06 4 Hirsch Erik R. HLNE Restricted Class A Common Stock J - Other D 114,516 114,516
2017-02-28 3 HAMILTON LANE ADVISORS LLC HLNE Common Stock D 200
2017-02-28 3 HAMILTON LANE ADVISORS LLC HLNE Common Stock D 200
P
Pembelian sekuritas non-derivatif atau derivatif di pasar terbuka atau secara pribadi.
S
Penjualan terbuka atau penjualan pribadi atas sekuritas non-derivatif atau derivatif.
A
Hibah, penghargaan, atau perolehan sekuritas lainnya dari perusahaan (seperti opsi)
C
Konversi turunan
D
Penjualan atau pengalihan sekuritas kembali ke perusahaan.
F
Pembayaran harga pelaksanaan atau kewajiban pajak menggunakan sebagian sekuritas yang diterima dari perusahaan.
G
Pemberian sekuritas oleh atau kepada orang dalam.
K
Swap ekuitas dan transaksi lindung nilai serupa
M
Pelaksanaan atau konversi sekuritas derivatif yang diterima dari perusahaan (seperti opsi)
V
Transaksi yang dilaporkan secara sukarela pada Formulir 4.
J
Lainnya (disertai dengan catatan kaki yang menjelaskan transaksi tersebut)
Other Listings
IT:1HLNE € 125.00
DE:1M0 € 124.00
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