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HLI

HOULIHAN LOKEY, INC.

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3553
SEC CIK
0001302215
Parsed reports
381

Last 12 months

Inside the activity.

1 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202601
Feb 202601
Mar 202600
Apr 202601
May 202601
Jun 202600
Jul 202600
Aug 202610
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 03, 2017 Filed Nov 7, 2017 19:08 UTC
PREISER DAVID ADirector · CO-PRESIDENT
SaleCLASS A COMMON STOCK 2,801 $41.63 $116,591.63
Disclosure

SEC source: 0000899243-17-025554 · doc4.xml · nonDerivative · entry 2

PREISER DAVID A · CIK 0001122670 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offer price of $42.00 per share less the underwriters' discount.

Read SEC document
November 03, 2017 Filed Nov 7, 2017 19:08 UTC
PREISER DAVID ADirector · CO-PRESIDENT
ConversionCLASS A COMMON STOCK 2,801 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025554 · doc4.xml · nonDerivative · entry 1

PREISER DAVID A · CIK 0001122670 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,801

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:03 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 6,533 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025548 · doc4.xml · derivative · entry 3

GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 6,533 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:03 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
SaleCLASS A COMMON STOCK 6,533 $41.63 $271,936.13
Disclosure

SEC source: 0000899243-17-025548 · doc4.xml · nonDerivative · entry 2

GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:03 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 6,533 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025548 · doc4.xml · nonDerivative · entry 1

GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,533

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:08 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS B COMMON STOCK · Derivative 289 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025553 · doc4.xml · derivative · entry 3

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 289 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:08 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
SaleCLASS A COMMON STOCK 289 $41.63 $12,029.63
Disclosure

SEC source: 0000899243-17-025553 · doc4.xml · nonDerivative · entry 2

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:08 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS A COMMON STOCK 289 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025553 · doc4.xml · nonDerivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 289

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:03 UTC
ALLEY J LINDSEYCHIEF FINANCIAL OFFICER
ConversionCLASS B COMMON STOCK · Derivative 973 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025547 · doc4.xml · derivative · entry 3

ALLEY J LINDSEY · CIK 0001649209 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 973 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:03 UTC
ALLEY J LINDSEYCHIEF FINANCIAL OFFICER
SaleCLASS A COMMON STOCK 973 $41.63 $40,501.13
Disclosure

SEC source: 0000899243-17-025547 · doc4.xml · nonDerivative · entry 2

ALLEY J LINDSEY · CIK 0001649209 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:03 UTC
ALLEY J LINDSEYCHIEF FINANCIAL OFFICER
ConversionCLASS A COMMON STOCK 973 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025547 · doc4.xml · nonDerivative · entry 1

ALLEY J LINDSEY · CIK 0001649209 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 973

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:06 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 4,550 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025551 · doc4.xml · derivative · entry 3

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 4,550 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:06 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
SaleCLASS A COMMON STOCK 4,550 $41.63 $189,393.75
Disclosure

SEC source: 0000899243-17-025551 · doc4.xml · nonDerivative · entry 2

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:06 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
ConversionCLASS A COMMON STOCK 4,550 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025551 · doc4.xml · nonDerivative · entry 1

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,550

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:09 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
ConversionCLASS B COMMON STOCK · Derivative 4,329 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025555 · doc4.xml · derivative · entry 3

Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 4,329 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:09 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
SaleCLASS A COMMON STOCK 4,329 $41.63 $180,194.63
Disclosure

SEC source: 0000899243-17-025555 · doc4.xml · nonDerivative · entry 2

Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
November 03, 2017 Filed Nov 8, 2017 00:09 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
ConversionCLASS A COMMON STOCK 4,329 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025555 · doc4.xml · nonDerivative · entry 1

Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,329

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:40 UTC
ORIX CORP10% owner
SaleClass A Common Stock 1,750,000 $41.63 $72,843,750.00
Disclosure

SEC source: 0001213900-17-011205 · f4103017orixhlhz_houlihan.xml · nonDerivative · entry 1

ORIX HLHZ Holding LLC · CIK 0001650299 · 10% owner

ORIX CORP · CIK 0001070304 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 563,240

F1 · ownership.direct: Owned directly by ORIX HLHZ Holding LLC. Also owned indirectly, through subsidiaries, by ORIX Corporation.

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:08 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 102,314 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025169 · doc4.xml · derivative · entry 4

GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 102,314 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:08 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
SaleCLASS A COMMON STOCK 91,453 $41.63 $3,806,731.13
Disclosure

SEC source: 0000899243-17-025169 · doc4.xml · nonDerivative · entry 3

GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:08 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
Tax withholdingCLASS A COMMON STOCK 10,861 $41.28 $448,342.08
Disclosure

SEC source: 0000899243-17-025169 · doc4.xml · nonDerivative · entry 2

GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,453

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:08 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 102,314 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025169 · doc4.xml · nonDerivative · entry 1

GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,314

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 20:06 UTC
PREISER DAVID ADirector · CO-PRESIDENT
ConversionCLASS B COMMON STOCK · Derivative 49,478 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025166 · doc4.xml · derivative · entry 4

PREISER DAVID A · CIK 0001122670 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 49,478 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 20:06 UTC
PREISER DAVID ADirector · CO-PRESIDENT
SaleCLASS A COMMON STOCK 39,215 $41.63 $1,632,324.38
Disclosure

SEC source: 0000899243-17-025166 · doc4.xml · nonDerivative · entry 3

PREISER DAVID A · CIK 0001122670 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offer price of $42.00 per share less the underwriters' discount.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 20:06 UTC
PREISER DAVID ADirector · CO-PRESIDENT
Tax withholdingCLASS A COMMON STOCK 10,263 $41.28 $423,656.64
Disclosure

SEC source: 0000899243-17-025166 · doc4.xml · nonDerivative · entry 2

PREISER DAVID A · CIK 0001122670 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,215

Read SEC document
October 30, 2017 Filed Nov 1, 2017 20:06 UTC
PREISER DAVID ADirector · CO-PRESIDENT
ConversionCLASS A COMMON STOCK 49,478 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025166 · doc4.xml · nonDerivative · entry 1

PREISER DAVID A · CIK 0001122670 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,478

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:05 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS B COMMON STOCK · Derivative 6,063 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025165 · doc4.xml · derivative · entry 4

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 6,063 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:05 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
SaleCLASS A COMMON STOCK 4,014 $41.63 $167,082.75
Disclosure

SEC source: 0000899243-17-025165 · doc4.xml · nonDerivative · entry 3

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:05 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
Tax withholdingCLASS A COMMON STOCK 2,049 $41.28 $84,582.72
Disclosure

SEC source: 0000899243-17-025165 · doc4.xml · nonDerivative · entry 2

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,014

Read SEC document
October 30, 2017 Filed Nov 2, 2017 00:05 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS A COMMON STOCK 6,063 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025165 · doc4.xml · nonDerivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,063

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:56 UTC
ALLEY J LINDSEYCHIEF FINANCIAL OFFICER
ConversionCLASS B COMMON STOCK · Derivative 17,369 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025157 · doc4.xml · derivative · entry 4

ALLEY J LINDSEY · CIK 0001649209 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 17,369 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:56 UTC
ALLEY J LINDSEYCHIEF FINANCIAL OFFICER
SaleCLASS A COMMON STOCK 13,538 $41.63 $563,519.25
Disclosure

SEC source: 0000899243-17-025157 · doc4.xml · nonDerivative · entry 3

ALLEY J LINDSEY · CIK 0001649209 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:56 UTC
ALLEY J LINDSEYCHIEF FINANCIAL OFFICER
Tax withholdingCLASS A COMMON STOCK 3,831 $41.28 $158,143.68
Disclosure

SEC source: 0000899243-17-025157 · doc4.xml · nonDerivative · entry 2

ALLEY J LINDSEY · CIK 0001649209 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,538

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:56 UTC
ALLEY J LINDSEYCHIEF FINANCIAL OFFICER
ConversionCLASS A COMMON STOCK 17,369 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025157 · doc4.xml · nonDerivative · entry 1

ALLEY J LINDSEY · CIK 0001649209 · CHIEF FINANCIAL OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,369

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:59 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 78,108 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025161 · doc4.xml · derivative · entry 4

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 78,108 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:59 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
SaleCLASS A COMMON STOCK 63,688 $41.63 $2,651,013.00
Disclosure

SEC source: 0000899243-17-025161 · doc4.xml · nonDerivative · entry 3

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:59 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
Tax withholdingCLASS A COMMON STOCK 14,420 $41.28 $595,257.60
Disclosure

SEC source: 0000899243-17-025161 · doc4.xml · nonDerivative · entry 2

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,688

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:59 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
ConversionCLASS A COMMON STOCK 78,108 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025161 · doc4.xml · nonDerivative · entry 1

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,108

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:52 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
ConversionCLASS B COMMON STOCK · Derivative 90,683 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025152 · doc4.xml · derivative · entry 4

Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 90,683 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F3 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610)) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:52 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
SaleCLASS A COMMON STOCK 60,589 $41.63 $2,522,017.13
Disclosure

SEC source: 0000899243-17-025152 · doc4.xml · nonDerivative · entry 3

Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the public offering price of $42.00 per share less the underwriters' discount.

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:52 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
Tax withholdingCLASS A COMMON STOCK 30,094 $41.28 $1,242,280.32
Disclosure

SEC source: 0000899243-17-025152 · doc4.xml · nonDerivative · entry 2

Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,589

Read SEC document
October 30, 2017 Filed Nov 1, 2017 23:52 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
ConversionCLASS A COMMON STOCK 90,683 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-025152 · doc4.xml · nonDerivative · entry 1

Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,683

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A Common Stock received upon conversion of Class B Common Stock.

Read SEC document
September 18, 2017 Filed Jun 10, 2021 00:26 UTC PurchaseCLASS A COMMON STOCK 101 $36.62 $3,698.62
Disclosure

SEC source: 0000899243-21-022889 · doc4.xml · nonDerivative · entry 6

SCHRIESHEIM ROBERT A · CIK 0001281910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,651

F1 · shares: Represents the acquisition of shares through a broker-sponsored dividend reinvestment plan.

F2 · balance_after: Represents holdings after the reported acquisition of shares under the broker-sponsored dividend reinvestment plan. The holdings reported in Form 4s filed after June 16, 2016 do not reflect these acquisitions. Total corrected direct holdings for the last Form 4 filed on May 28, 2021 are 27,557 shares.

Read SEC document
September 14, 2017 Filed Sep 15, 2017 00:34 UTC
ORIX CORP10% owner
SaleClass A Common Stock 154,460 $36.57 $5,648,401.40
Disclosure

SEC source: 0001213900-17-009691 · f4091217orix_houlihan.xml · nonDerivative · entry 3

ORIX HLHZ Holding LLC · CIK 0001650299 · 10% owner

ORIX CORP · CIK 0001070304 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,313,240

F3 · price: Reflects a weighted average sale price of $36.5687 per share, at prices ranging from $36.52 to $36.745 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F4 · ownership.direct: Owned directly by ORIX HLHZ Holding LLC. Also owned indirectly, through subsidiaries, by ORIX Corporation.

Read SEC document
September 13, 2017 Filed Sep 15, 2017 00:34 UTC
ORIX CORP10% owner
SaleClass A Common Stock 32,300 $36.54 $1,180,242.00
Disclosure

SEC source: 0001213900-17-009691 · f4091217orix_houlihan.xml · nonDerivative · entry 2

ORIX HLHZ Holding LLC · CIK 0001650299 · 10% owner

ORIX CORP · CIK 0001070304 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,467,700

F2 · price: Reflects a weighted average sale price of $36.54 per share, at prices ranging from $36.35 to $36.925 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F4 · ownership.direct: Owned directly by ORIX HLHZ Holding LLC. Also owned indirectly, through subsidiaries, by ORIX Corporation.

Read SEC document
September 12, 2017 Filed Sep 15, 2017 00:34 UTC
ORIX CORP10% owner
SaleClass A Common Stock 500,000 $36.15 $18,072,600.00
Disclosure

SEC source: 0001213900-17-009691 · f4091217orix_houlihan.xml · nonDerivative · entry 1

ORIX HLHZ Holding LLC · CIK 0001650299 · 10% owner

ORIX CORP · CIK 0001070304 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500,000

F1 · price: Reflects a weighted average sale price of $36.1452 per share, at prices ranging from $36.00 to $37.00 per share. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F4 · ownership.direct: Owned directly by ORIX HLHZ Holding LLC. Also owned indirectly, through subsidiaries, by ORIX Corporation.

Read SEC document
August 24, 2017 Filed Aug 28, 2017 16:30 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-17-000046 · wf-form4_150393780349136.xml · derivative · entry 3

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Date (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F1 · derivative.exercise_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Date (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

F1 · derivative.expiration_date: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Date (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
August 24, 2017 Filed Aug 28, 2017 16:30 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
GiftCLASS A COMMON STOCK 15,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-17-000046 · wf-form4_150393780349136.xml · nonDerivative · entry 2

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · shares: On August 24, 2017, the reporting person made a charitable donation of 15,000 shares of Class B Common Stock. No value was received for the donated shares.

Read SEC document
August 24, 2017 Filed Aug 28, 2017 16:30 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
ConversionCLASS A COMMON STOCK 15,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-17-000046 · wf-form4_150393780349136.xml · nonDerivative · entry 1

BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Date (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610) concerning the Issuer's initial public offering. The Class B Common Stock has no expiration date.

Read SEC document
July 26, 2017 Filed Jul 28, 2017 21:50 UTC
ORIX CORP10% owner
ConversionClass B Common Stock · Derivative 1,500,000 $0.00 $0.00
Disclosure

SEC source: 0001140361-17-029182 · doc1.xml · derivative · entry 2

ORIX HLHZ Holding LLC · CIK 0001650299 · 10% owner

ORIX CORP · CIK 0001070304 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,710,331

Underlying: Class A Common Stock · 1,500,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Convertible into Class A Common Stock on one-for-one basis, upon transfer or final conversion dates.

F3 · derivative.exercise_date: Convertible into Class A Common Stock on one-for-one basis, upon transfer or final conversion dates.

F3 · derivative.expiration_date: Convertible into Class A Common Stock on one-for-one basis, upon transfer or final conversion dates.

F2 · ownership.direct: Owned directly by ORIX HLHZ Holding LLC. Also owned indirectly, through subsidiaries, by ORIX Corporation.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.