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US INSIDER PROFILE · NON-SCORING RESEARCH
BERKMAN DAVID J
Director
Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0001185514
Purchase history
- Companies traded
- 1
- Purchases · 12M
- 2
- Purchases · 24M
- 2
- Average purchase
- $1.1M
- Median purchase
- $1.1M
- Gross purchase value
- $2.2M
Companies: Hamilton Lane INC
2 SEC accession(s) · 0 joint-owner event(s). Values are reported Form 4 transaction values in USD.
Qualifying purchase disclosures
| Published | Company | Ticker | Role | Reported value | SEC source |
|---|---|---|---|---|---|
| 2026-06-15 | Hamilton Lane INC | HLNE | Director | $1.1M | Open filing |
| 2026-02-25 | Hamilton Lane INC | HLNE | Director | $1.0M | Open filing |
Post-purchase outcomes
Excess return = stock return − S&P 500 ETF (SPY adjusted close) return. Returns start on the first shared trading session on or after publication.
| 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% |
Research patterns
- First purchase in 12M
- 1/2
- Large purchase ≥ $100k
- 2/2
- Cluster buying · 15D
- 2/2
- Buying the dip
- 2/2
Routine / opportunistic: Not classifiable. These labels never affect the score or ranking.
Small samples remain visible but are not scored. This research enrichment never affects US-v1.1.