| Period | Completed events | Price coverage | Hit rate | Median excess return | Average excess return | Worst excess return |
|---|---|---|---|---|---|---|
| 5D | 3Small sample | 100.0% (3/3) | 66.7% (2/3) | +3.3% | +3.2% | -0.4% |
| 20D | 3Small sample | 100.0% (3/3) | 33.3% (1/3) | -1.5% | -3.2% | -11.3% |
| 60D | 3Small sample | 100.0% (3/3) | 0.0% (0/3) | -20.3% | -14.8% | -24.0% |
| 120D | 3Small sample | 100.0% (3/3) | 0.0% (0/3) | -12.6% | -19.0% | -35.3% |
COMPANY RESEARCH
Hamilton Lane INC
HLNE · United States · Financial Services
INSIDER SIGNAL
Insider activity score：67.8 / 100
3 insiders · 5 purchase events · $9.29m net purchases
US #193 · United States #193
WHY THIS SIGNAL?
Score anatomy
Each bar shows the contribution to the current score; the weights and formula stay unchanged.
Cluster+21.0 / 35
How many distinct insiders bought in the cluster
Purchase size+22.7 / 25
Purchase value relative to company size and liquidity
Role+7.0 / 20
The seniority and relevance of participating insiders
Recency+1.2 / 10
How recently the purchases occurred
Conviction+10.0 / 10
How clearly buying stands out from other activity
What is holding the score back?
- ⚠ Buyer breadth is moderate · fewer than 4 distinct filers
- ⚠ Insider role contributes less on the current role scale
- ⚠ Purchase activity is becoming less recent
The role contribution follows the US model's seniority ladder.
Buying concentration
87%
Largest buyer：Rogers Hartley R. · 8.04m USD
Gross qualified purchase transaction-line value：9.29m USD
The headline $ total is net buying for the screen; this module uses gross qualified purchase transaction-line values in the filing currency, so the amounts can differ. The current 15-day buyer-breadth input counts distinct buyers; value concentration is disclosed separately here.
This is a ranking under the current US screening rules—not a probability of gain, return forecast, or buy recommendation.
Key purchase quotes (filing currency)
| Filer | Price per unit | Trade date |
|---|---|---|
| Rogers Hartley R. | 77.86–78.73 USD | Jun 11, 2026 |
| BERKMAN DAVID J | 76.27 USD | Jun 11, 2026 |
| Rogers Hartley R. | 89.99–90.43 USD | May 26, 2026 |
Model details
Cluster breakdown (does not change the score)
- 15-day buyer breadth (count)
- 3 distinct reported filers
- Peak time window
- 2026-05-27 to 2026-06-11
- Current breadth input
- 0.600 (capped at 4+ buyers)
- Buyer independence
- Not yet measured; related-party fields are not cross-market comparable
What the filings show
- 🟢 Recent eligible purchase
Rogers Hartley R. · 3.01m USD · Price 77.86–78.73 USD · Jun 11, 2026 - 🟢 PDMR purchase
BERKMAN DAVID J · 1.14m USD · Price 76.27 USD · Jun 11, 2026 - 🟢 PDMR purchase
Rogers Hartley R. · 4.95m USD · Price 89.99–90.43 USD · May 26, 2026 - 🟡 3 remaining qualified transaction line(s) across 2 disclosure(s)
- 🔴 14 other transaction line(s) are not counted as discretionary-buying evidence; 10 have zero price
Insider vs stock price
3 purchase day(s), 8 purchase line(s) in the 180-day window.
Daily close (USD)Day with an insider purchaseTwo or more insiders the same day
Markers sit on the closing price of the transaction day. They show when insiders traded, not the price they paid or received. "Since" compares that day's close with the last close shown; it is what happened at this company, not a forecast.
If you had followed the purchase
Each row starts on the first close on or after the day a purchase was made public, the earliest a reader could have acted, and ends on the last close shown above.
| Made public | Insiders | In this stock, now | In the median peer stock, now | Difference |
|---|---|---|---|---|
| 2026-05-28 | 1 | 994 −0.6% | 908 −9.2% | +87 +8.7 pts |
| 2026-06-15 | 3 | 1,045 +4.5% | 924 −7.6% | +121 +12.1 pts |
2 of 2 disclosure day(s) ended ahead of the median peer stock.
Close to close, before costs, taxes, dividends and currency moves. The peer is the median of the other stocks on the same exchange for which this site holds prices (1054 here), not an index. This is what happened, not a forecast: across all purchases on this site the typical gap is close to zero.
Insider timeline
3 insiders bought on the same day, 11 Jun: 1 Board member, 1 Executive, 1 CEO / chair. The share closed at 78.74 that day and at 85.67 most recently (+8.8%). That week 172 companies across United States disclosed insider purchases, an ordinary week (9 of the last 26).
Tap an item for what it means.
●A purchase: the bigger the dot, the more was bought
Each dot is one insider's purchases on one day. The dot's area follows the amount: the largest purchase here gets the largest dot. Hold the pointer over a dot to see the date and the amount.
▮Purple band: several insiders bought within 15 days
The band marks the stretch with the most different buyers: at most 15 days long and at least two people. Here it is 11 Jun, with 3 insiders. Only the strongest stretch is marked. Several people deciding the same thing is harder to explain by one person's private reasons, but insiders often buy together just after a closed period ends, so compare it with the grey weekly bars.
Blue line: this share's price, −19.3% over these six months
The closing price of each day, from 106.13 on 2026-04-21 to 85.67 on 2026-10-09. The line has no scale; read it for high and low: a dot on a low stretch was bought cheaply, a dot on a high stretch was not.
Dashed line: the typical stock on the same exchange, −11.0%
Taken from the 1230 other stocks on the same exchange that this site holds prices for. Each is measured from the first day of the window, and every day the middle one is drawn. It starts where the blue line starts, so the gap between the two is the difference: this share −19.3%, the typical one −11.0%, 8.2 points behind. It is not an index and not a comparison within one industry.
▂Grey bars: companies across United States disclosing purchases each week
A taller bar is a week in which more companies disclosed insider purchases. The purple bar is the week of the band above: 172 companies, number 9 of the last 26 weeks. If that week was a peak anyway, buying together is less special than it looks.
This company: insiders buying per month, last 12 months
1Nov
Dec
Jan
5Feb
Mar
Apr
1May
3Jun
Jul
Aug
Sep
Oct
Darker bars are inside the 180-day window above.
Who traded
| Insider | Role | Purchases | Sales | Bought | First purchase | Share price since |
|---|---|---|---|---|---|---|
| Rogers Hartley R. | CEO / chair | 3 | — | 8.0M USD | 2026-05-26 | −5.2% |
| Kramer Andrea Anigati | Executive | 1 | — | 99.4k USD | 2026-06-11 | +8.8% |
| BERKMAN DAVID J | Board member | 1 | — | 1.1M USD | 2026-06-11 | +8.8% |
Why this score? · Model details
Priority = 100 × Σ(fixed weight × 0–1 rule-based input)
| Factor | Weight | This company input | Point contribution |
|---|---|---|---|
| 15-day buyer breadth (count) | 35% | 0.600 | 21.0 |
| Qualified-buy size | 25% | 0.907 | 22.7 |
| Role informativeness (inverted) | 20% | 0.650 | 13.0 |
| Recency | 10% | 0.116 | 1.2 |
| Buy/sell conviction | 10% | 1.000 | 10.0 |
This is a heuristic ordering under the current rules, not a calibrated return forecast. It explains why candidates rank differently; the public-filing evidence and data limits are shown below.
BULL VS BEAR
Two readings of this buying
The same filings, read two ways. Each line is a fact stored for this company with the number behind it, and appears only when that number crosses a fixed threshold. Neither side is a forecast and no winner is declared.
Where the evidence comes from
Independent evidence does not object: the purchases themselves carry bull lines (several insiders together, large purchases, purchase added much to the holding); share price and trading, short sellers were checked and none crosses a bear threshold. No data is held for: company results, company actions.
- The insider purchases themselvesBullseveral insiders together, large purchases, purchase added much to the holding Bearvalue concentrated in one buyer, latest purchase is old, usual level for this company3 checked, under the threshold · 1 missing
- Share price and trading2 checked, under the threshold
- Short sellers2 checked, under the threshold
- Company results2 missing
- Company actionsno data held
Bull case · the buying is informative
- 3 insiders bought within 15 days (2026-05-27 to 2026-06-11). Several people reaching the same decision at the same time is hard to put down to one person's circumstances.
- Insiders committed a net $9.3M of their own money in 180 days.
- 4 of 4 purchase filings state the shares held before and after. The largest addition to an existing holding took it from 10,000 to 25,000 shares (+150%). A holding here is one way of owning the shares: directly, or through one named trust or entity.
Bear case · discount it
- Rogers Hartley R. accounts for 87% of the value bought. The other 2 buyers add names more than money.
- The latest purchase was 129 days ago (2026-06-11). A reporting period has passed since, so what the buyers knew then may already be public.
- Buying at this level is normal here: 5 insiders bought in the previous 180 days and 3 in this one.
Evidence still missing
- No buyer here has 5 or more completed earlier purchases on record, so there is no track record to weigh.
- The company's market value is not captured, so the purchases cannot be stated as a share of the business or of its trading volume.
- No earnings, margin or cash-flow figures are captured for this company. The latest annual and interim reports are where to check whether the business is improving or deteriorating.
Checked and under the threshold: 7
- BearNo insider sale is recorded in the same 180 days.
- BearThe share price changed −7.2% over six months (three months +5.7%, one month −11%) and stands 45% below its 52-week high. Counted for the bear side from a fall of 20%.
- BearOver three months the share price changed +5.7% and the median of 143 Financial Services companies changed −1.2%: ahead by 7 points. Counted for the bear side from 20 points behind.
- BearNone of the 4 purchase filings ticks Form 4's 10b5-1 box.
- BearOver the last 5 trading days to 2026-10-16, 54% of this stock's off-exchange volume was sold short; over the 60 days before, 56%. The market's median is 50%. This is trading volume, not a position: a market maker who sells short and covers the same day is counted, so about half of all volume is short on an ordinary day. It is shown for comparison and counts for neither side.
- BearNo insider filing in the last 180 days opened a hedge on this stock.
- BearFINRA short interest on 2026-09-30 equals 5.8 days of average trading volume, up 16% from the previous report. Counted for the bear side from 10 days, or from 10% of the shares outstanding.
Both columns arrange stored facts only. They do not change the insider score or the ranking and are not investment advice.
Signal history
67.8 / 100
Latest recorded score
↓ -0.2 ptssince the first recorded snapshot on 2026-10-09; 9 calendar days observed
- Recorded snapshots
- 7
- First snapshot
- 2026-10-09
There is not yet a 30-calendar-day comparison; earlier scores are not reconstructed. These are raw signal scores saved when each full scoring run completed. They describe changes in research ranking, not price performance or returns.
Why did it change?
Less than 30 days of comparable history is available, so factor movement is not yet decomposed.
Signal score history
Fixed 0–100 scale; dates are spaced by calendar time.
Recent recorded points
- 68.0
- 68.0
- 68.0
- 68.0
- 67.8
View all recorded scores
| Snapshot date | Signal score |
|---|---|
| 2026-10-09 | 68.0 |
| 2026-10-12 | 68.1 |
| 2026-10-13 | 68.0 |
| 2026-10-14 | 68.0 |
| 2026-10-15 | 68.0 |
| 2026-10-16 | 67.9 |
| 2026-10-18 | 67.8 |
Sector context
- Buying breadth
- 4.1% (29 / 701 issuers)
- Sector rank
- #7 / 13
This is sector-level research context. It does not affect the Insider Signal or ranking.
Insider profile outcomes
Historical performance following insider filings. The company role is translated below each name while preserving the original title.
- Excess return = stock return − S&P 500 ETF (SPY adjusted close) return over the same period.
- Hit rate = completed events with positive excess return ÷ total completed events.
- Price coverage = valid point-in-time prices ÷ events mature enough for that period.
- Returns start on the first shared trading session on or after publication.
- Small-sample rule: n<5 is shown for transparency and is not scored.
Events are disclosure-level observations; related disclosures published on the same date may share a return path and may not be statistically independent. This research enrichment does not affect the insider score or ranking.
| Period | Completed events | Price coverage | Hit rate | Median excess return | Average excess return | Worst excess return |
|---|---|---|---|---|---|---|
| 5D | 2Small sample | 100.0% (2/2) | 50.0% (1/2) | -1.1% | -1.1% | -4.5% |
| 20D | 2Small sample | 100.0% (2/2) | 100.0% (2/2) | +2.8% | +2.8% | +0.4% |
| 60D | 2Small sample | 100.0% (2/2) | 50.0% (1/2) | -3.3% | -3.3% | -23.6% |
| 120D | 1Small sample | 100.0% (1/1) | 0.0% (0/1) | -14.9% | -14.9% | -14.9% |
| Period | Completed events | Price coverage | Hit rate | Median excess return | Average excess return | Worst excess return |
|---|---|---|---|---|---|---|
| 5D | 2Small sample | 100.0% (2/2) | 50.0% (1/2) | +1.0% | +1.0% | -4.5% |
| 20D | 2Small sample | 100.0% (2/2) | 100.0% (2/2) | +4.1% | +4.1% | +3.1% |
| 60D | 2Small sample | 100.0% (2/2) | 50.0% (1/2) | -3.5% | -3.5% | -24.0% |
| 120D | 1Small sample | 100.0% (1/1) | 0.0% (0/1) | -12.6% | -12.6% | -12.6% |
Signal outcomes
Calculated from immutable US ranking snapshots; excess return is stock return minus SPY return. Newly saved snapshots remain pending until each forward horizon matures. This never affects the US score.
| Horizon | Status | Result |
|---|---|---|
| 5D | 1 completed | -2.5% median |
| 20D | Awaiting maturity | — |
| 60D | Awaiting maturity | — |
| 120D | Awaiting maturity | — |
Market context
PRICE PERFORMANCE
VOLATILITY & LIQUIDITY
- Volatility
- 42.0%
- Beta
- —
- Avg daily volume
- $56.6M
VALUATION
- Market cap
- —
- P/E
- —
FUNDAMENTALS
- Profit margin
- —
- ROE
- —
- Industry
- —
Prices to 11 Oct 2026: OpenBB/yfinance; volume from price cache (yfinance). It does not affect the insider score or rank.
Insiders' buying price vs the latest close
The latest close in the price history is more than a week old.
Buying size vs market trading
Complete price and volume history is not yet available.
Market-data coverage: 0 verified sessions · Latest session: — · Ratio status: Unavailable
Traded value is estimated as close × shares traded, in major currency units. Includes disclosed qualifying purchases; disclosures may lag. Contractual or planned acquisitions are not necessarily discretionary. Ratios describe relative trading size, not market participation or score contributions.
Regulatory filings
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
Unfold all 29 filings
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
- Insider filing announcement · published 2026-09-18 · trade date 2026-09-16
- Insider filing announcement · published 2026-09-18 · trade date 2026-06-30
- Insider filing announcement · published 2026-09-14 · trade date 2026-09-10
- Insider filing announcement · published 2026-06-15 · trade date 2026-06-11
- Insider filing announcement · published 2026-06-15 · trade date 2026-06-11
- Insider filing announcement · published 2026-06-15 · trade date 2026-06-11
- Insider filing announcement · published 2026-06-02 · trade date 2026-05-29
- Insider filing announcement · published 2026-06-02 · trade date 2026-05-29
- Insider filing announcement · published 2026-06-02 · trade date 2026-05-29
- Insider filing announcement · published 2026-06-02 · trade date 2026-05-29
- Insider filing announcement · published 2026-06-02 · trade date 2026-05-29
- Insider filing announcement · published 2026-06-02 · trade date 2026-05-29
- Insider filing announcement · published 2026-05-28 · trade date 2026-05-27
- Insider filing announcement · published 2026-03-17 · trade date 2026-03-14
- Insider filing announcement · published 2026-03-17 · trade date 2026-03-14
- Insider filing announcement · published 2026-03-17 · trade date 2026-03-14
- Insider filing announcement · published 2026-03-17 · trade date 2026-03-14
- Insider filing announcement · published 2026-03-17 · trade date 2026-03-14
- Insider filing announcement · published 2026-02-25 · trade date 2026-02-24
- Insider filing announcement · published 2026-02-24 · trade date 2026-02-20
- Insider filing announcement · published 2026-02-24 · trade date 2026-02-20
- Insider filing announcement · published 2026-02-24 · trade date 2026-02-20
- Insider filing announcement · published 2026-02-24 · trade date 2026-02-20
- Insider filing announcement · published 2026-02-09 · trade date 2026-02-06
- Insider filing announcement · published 2025-11-10 · trade date 2025-11-07
Results and insider purchases
| Results (8-K) | Bought within 5 sessions | Bought within 20 sessions | Buyers, 20 sessions before |
|---|---|---|---|
| 2026-08-0406:59 ET · before the open | None | None | 0 |
| 2026-05-2107:00 ET · before the open | 1 · $5.0MRogers Hartley R. | 3 · $9.3MRogers Hartley R.; BERKMAN DAVID J; Kramer Andrea Anigati | 0 |
| 2026-02-0307:00 ET · before the open | None | 5 · $4.2MBERKMAN DAVID J; Giannini Mario L; Delgado-Moreira Juan | 0 |
| 2025-11-0406:59 ET · before the open | 1 · $1.0MDelgado-Moreira Juan | 1 · $1.0MDelgado-Moreira Juan | 0 |
Results dates are the company's 8-K filings to the SEC under Item 2.02 (results of operations); one filed after the close counts from the next session. Purchases are open-market buys reported on Form 4 (code P), by trade date; a Form 4 can arrive two business days after the trade, so the latest days can still fill in. Facts only; this does not change the score or rank.
Ownership and trading-plan context
| Direct / indirect ownership | Unavailable |
|---|---|
| 10b5-1 filing evidence | Unavailable |
| Evidence retrieved | Unavailable |
These are accession-level filing fields. Unavailable means the evidence was not fetched or parsed; it is never inferred as “No” and does not adjust the US score.
Filing evidence
These are underlying national-feed records from the 365-day window ending on the saved ranking snapshot. The score uses only the latest 180 days; older qualifying equity purchases remain visible for audit but do not enter the current score. The original filer, role, transaction classification, instrument, price, volume, value and source fields are retained. The first three rows are shown; remaining records can be unfolded for audit. Other transaction types are retained but excluded from the score.
Excluded transactions & classification
10 qualifying purchase disclosure(s) · 16 transaction line(s)
Nov 7, 2025Open market purchase
Delgado-Moreira Juan · Co-Chief Executive Officer
Class A Common Stock · 3992.0 shares × 130.87 USD · 522433.04000000004 USD
Open filingNov 7, 2025Open market purchase
Delgado-Moreira Juan · Co-Chief Executive Officer
Class A Common Stock · 4008.0 shares × 129.84 USD · 520398.72000000003 USD
Open filingFeb 24, 2026Open market purchase
BERKMAN DAVID J · Director
Class A Common Stock · 10000.0 shares × 101.0 USD · 1010000.0 USD
Open filingUnfold all 13 remaining filing row(s)
| Transaction date | Published | Filer | Role | Transaction | Instrument | Price (local currency) | Quote currency | Volume | Reported value (local currency) | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-20 | 2026-02-24 | Hirsch Erik R. | Co-Chief Executive Officer | Open market purchase | Class A Common Stock | 107.13 USD | USD | 9225.0 | 988274.25 USD | Open filing |
| 2026-02-20 | 2026-02-24 | Delgado-Moreira Juan | Co-Chief Executive Officer | Open market purchase | Class A Common Stock | 107.1 USD | USD | 6520.0 | 698292.0 USD | Open filing |
| 2026-02-20 | 2026-02-24 | Delgado-Moreira Juan | Co-Chief Executive Officer | Open market purchase | Class A Common Stock | 107.58 USD | USD | 2705.0 | 291003.9 USD | Open filing |
| 2026-02-20 | 2026-02-24 | Kramer Andrea Anigati | Chief Operating Officer | Open market purchase | Class A Common Stock | 107.53 USD | USD | 2325.0 | 250007.25 USD | Open filing |
| 2026-02-20 | 2026-02-24 | Giannini Mario L | Executive Co-Chairman | Open market purchase | Class A Common Stock | 107.32 USD | USD | 9225.0 | 990026.9999999999 USD | Open filing |
| 2026-06-11 | 2026-06-15 | Rogers Hartley R. | Executive Co-Chairman | Open market purchase | Class A Common Stock | 77.86 USD | USD | 10612.0 | 826250.32 USD | Open filing |
| 2026-06-11 | 2026-06-15 | Rogers Hartley R. | Executive Co-Chairman | Open market purchase | Class A Common Stock | 78.73 USD | USD | 27678.0 | 2179088.94 USD | Open filing |
| 2026-06-11 | 2026-06-15 | Kramer Andrea Anigati | Chief Operating Officer | Open market purchase | Class A Common Stock | 77.46 USD | USD | 1283.0 | 99381.18 USD | Open filing |
| 2026-06-11 | 2026-06-15 | BERKMAN DAVID J | Director | Open market purchase | Class A Common Stock | 76.27 USD | USD | 15000.0 | 1144050.0 USD | Open filing |
| 2026-05-27 | 2026-05-28 | Rogers Hartley R. | Executive Co-Chairman | Open market purchase | Class A Common Stock | 92.69 USD | USD | 466.0 | 43193.54 USD | Open filing |
| 2026-05-27 | 2026-05-28 | Rogers Hartley R. | Executive Co-Chairman | Open market purchase | Class A Common Stock | 92.76 USD | USD | 466.0 | 43226.16 USD | Open filing |
| 2026-05-26 | 2026-05-28 | Rogers Hartley R. | Executive Co-Chairman | Open market purchase | Class A Common Stock | 90.43 USD | USD | 7975.0 | 721179.25 USD | Open filing |
| 2026-05-26 | 2026-05-28 | Rogers Hartley R. | Executive Co-Chairman | Open market purchase | Class A Common Stock | 89.99 USD | USD | 47025.0 | 4231779.75 USD | Open filing |
Showing 16 of 16 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.
Other disclosed transactions · excluded from score
View 22 other transaction(s)
Mar 14, 2026Shares withheld for tax or exercise price
Kramer Andrea Anigati · Chief Operating Officer
Class A Common Stock · 1212.0 shares × 96.85 USD · 117382.2 USD
Open filingMar 14, 2026Shares withheld for tax or exercise price
Hirsch Erik R. · Co-Chief Executive Officer
Class A Common Stock · 6912.0 shares × 96.85 USD · 669427.2 USD
Open filingMar 14, 2026Shares withheld for tax or exercise price
Armbrister Jeffrey Brian · Chief Financial Officer
Class A Common Stock · 590.0 shares × 96.85 USD · 57141.5 USD
Open filingUnfold all 19 remaining filing row(s)
| Transaction date | Published | Filer | Role | Transaction | Instrument | Price (local currency) | Quote currency | Volume | Reported value (local currency) | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-14 | 2026-03-17 | Carl Drew Thomas | Chief Accounting Officer | Shares withheld for tax or exercise price | Class A Common Stock | 96.85 USD | USD | 85.0 | 8232.25 USD | Open filing |
| 2026-03-14 | 2026-03-17 | Gavalis Lydia | General Counsel & Secretary | Shares withheld for tax or exercise price | Class A Common Stock | 96.85 USD | USD | 549.0 | 53170.649999999994 USD | Open filing |
| 2026-02-06 | 2026-02-09 | Delgado-Moreira Juan | Co-Chief Executive Officer | Bona fide gift | Class A Common Stock | 0.0 USD | USD | 14375.0 | 0.0 USD | Open filing |
| 2025-12-31 | 2026-03-17 | Carl Drew Thomas | Chief Accounting Officer | Grant or award | Class A Common Stock | 114.16 USD | USD | 46.0 | 5251.36 USD | Open filing |
| 2025-12-31 | 2026-02-24 | Kramer Andrea Anigati | Chief Operating Officer | Grant or award | Class A Common Stock | 114.16 USD | USD | 46.0 | 5251.36 USD | Open filing |
| 2026-05-29 | 2026-06-02 | Kramer Andrea Anigati | Chief Operating Officer | Grant or award | Class A Common Stock | 0.0 USD | USD | 3543.0 | 0.0 USD | Open filing |
| 2026-05-29 | 2026-06-02 | Carl Drew Thomas | Chief Accounting Officer | Grant or award | Class A Common Stock | 0.0 USD | USD | 675.0 | 0.0 USD | Open filing |
| 2026-05-29 | 2026-06-02 | Armbrister Jeffrey Brian | Chief Financial Officer | Grant or award | Class A Common Stock | 0.0 USD | USD | 2109.0 | 0.0 USD | Open filing |
| 2026-05-29 | 2026-06-02 | Gavalis Lydia | General Counsel & Secretary | Grant or award | Class A Common Stock | 0.0 USD | USD | 1139.0 | 0.0 USD | Open filing |
| 2026-05-29 | 2026-06-02 | Delgado-Moreira Juan | Co-Chief Executive Officer | Grant or award | Class A Common Stock | 0.0 USD | USD | 38087.0 | 0.0 USD | Open filing |
| 2026-05-29 | 2026-06-02 | Hirsch Erik R. | Co-Chief Executive Officer | Grant or award | Class A Common Stock | 0.0 USD | USD | 42145.0 | 0.0 USD | Open filing |
| 2026-09-16 | 2026-09-18 | Kramer Andrea Anigati | Chief Operating Officer | Shares withheld for tax or exercise price | Class A Common Stock | 93.03 USD | USD | 736.0 | 68470.08 USD | Open filing |
| 2026-09-16 | 2026-09-18 | Armbrister Jeffrey Brian | Chief Financial Officer | Shares withheld for tax or exercise price | Class A Common Stock | 93.03 USD | USD | 393.0 | 36560.79 USD | Open filing |
| 2026-09-16 | 2026-09-18 | VARON LESLIE F | Director | Grant or award | Class A Common Stock | 0.0 USD | USD | 977.0 | 0.0 USD | Open filing |
| 2026-09-16 | 2026-09-18 | SEXTON O GRIFFITH | Director,TenPercentOwner | Grant or award | Class A Common Stock | 0.0 USD | USD | 1953.0 | 0.0 USD | Open filing |
| 2026-09-16 | 2026-09-18 | SCHMERTZLER MICHAEL | Director,TenPercentOwner | Grant or award | Class A Common Stock | 0.0 USD | USD | 977.0 | 0.0 USD | Open filing |
| 2026-09-10 | 2026-09-14 | Delgado-Moreira Juan | Co-Chief Executive Officer | Bona fide gift | Class A Common Stock | 0.0 USD | USD | 50000.0 | 0.0 USD | Open filing |
| 2026-06-30 | 2026-09-18 | Kramer Andrea Anigati | Chief Operating Officer | Grant or award | Class A Common Stock | 67.01 USD | USD | 27.0 | 1809.2700000000002 USD | Open filing |
| 2026-06-30 | 2026-09-18 | Carl Drew Thomas | Chief Accounting Officer | Grant or award | Class A Common Stock | 67.01 USD | USD | 78.0 | 5226.780000000001 USD | Open filing |
Showing 22 of 22 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level $ aggregate is separately FX-normalised for research ranking, not a trade-date conversion.
Snapshot & identity
- Snapshot date
- 2026-10-18
- Ticker
- HLNE
- ISIN
- —
- Sector
- Financial Services
- Industry
- —
Company logos by Parqet
How to read Form 4 transaction codes
| Code | Interpretation | Screen treatment |
|---|---|---|
| P | Open-market / private purchase | Buy evidence when the security is qualifying equity |
| S | Sale | Sell evidence when the security is qualifying equity |
| A | Grant / award | Context only |
| F | Tax-related withholding | Context only |
| M | Option exercise | Context only |
| G | Gift | Context only |
| J / L | Other / non-directional | Context only |
P/S rows for options, warrants, compensation units and debt remain visible for audit but are excluded from equity scores and quotes.