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HLI

HOULIHAN LOKEY, INC.

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Tapewire entity
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
September 16, 2025 Filed Sep 18, 2025 20:32 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 6,811 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000106 · wk-form4_1758227542.xml · nonDerivative · entry 1

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,811

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 · kind: 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.

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September 02, 2025 Filed Sep 3, 2025 22:33 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS B COMMON STOCK · Derivative 500 $0.00 $0.00
Disclosure

SEC source: 0001649160-25-000004 · wk-form4_1756938806.xml · derivative · entry 3

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 500 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.

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September 02, 2025 Filed Sep 3, 2025 22:33 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
SaleCLASS A COMMON STOCK 500 $196.22 $98,110.00
Disclosure

SEC source: 0001649160-25-000004 · wk-form4_1756938806.xml · nonDerivative · entry 2

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2024.

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September 02, 2025 Filed Sep 3, 2025 22:33 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS A COMMON STOCK 500 $0.00 $0.00
Disclosure

SEC source: 0001649160-25-000004 · wk-form4_1756938806.xml · nonDerivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 500

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 · kind: 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.

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August 27, 2025 Filed Aug 28, 2025 21:56 UTC ConversionCLASS B COMMON STOCK · Derivative 40,000 $0.00 $0.00
Disclosure

SEC source: 0001142662-25-000005 · wk-form4_1756418163.xml · derivative · entry 3

SIEGERT PAUL ERIC · CIK 0001142662 · CO-CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 40,000 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.

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August 27, 2025 Filed Aug 28, 2025 21:56 UTC SaleCLASS A COMMON STOCK 40,000 $199.95 $7,998,000.00
Disclosure

SEC source: 0001142662-25-000005 · wk-form4_1756418163.xml · nonDerivative · entry 2

SIEGERT PAUL ERIC · CIK 0001142662 · CO-CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the weighted average price in a series of open market sales on August 27, 2025 at prices ranging from $199.13 per share to $200.49 per share. The reporting person undertakes to provide to Houlihan Lokey, Inc., and security holder of Houlihan Lokey, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range identified in this footnote.

Read SEC document
August 27, 2025 Filed Aug 28, 2025 21:56 UTC ConversionCLASS A COMMON STOCK 40,000 $0.00 $0.00
Disclosure

SEC source: 0001142662-25-000005 · wk-form4_1756418163.xml · nonDerivative · entry 1

SIEGERT PAUL ERIC · CIK 0001142662 · CO-CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,000

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 · kind: 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 05, 2025 Filed Aug 8, 2025 01:09 UTC
Adelson Scott JosephDirector · CEO
OtherCLASS B COMMON STOCK · Derivative 57,200 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000095 · wk-form4_1754615385.xml · derivative · entry 3

Adelson Scott Joseph · CIK 0001360042 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 878,921

Underlying: CLASS A COMMON STOCK · 57,200 shares

Expires not disclosed

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 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.

F2 · shares: On August 5, 2025, the reporting person transferred 57,200 shares of Class B common stock to a revocable trust for the benefit of a family member for which the reporting person is a co-trustee and continues to beneficially own the shares held in the revocable trust. No value was received for the transferred shares. The shares remained subject to the HL Voting Trust (the "Voting Trust").

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 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.

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 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 · ownership.direct: The reporting person is a trustee of the HL Voting Trust. The trustees of the Voting Trust have shared voting control over the shares deposited into the Voting Trust. The reporting person has a direct and indirect pecuniary interest in and investment control over the shares reported herein. All reported direct and indirect shares are held indirectly by the Voting Trust

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August 05, 2025 Filed Aug 8, 2025 01:09 UTC
Adelson Scott JosephDirector · CEO
GiftCLASS B COMMON STOCK · Derivative 57,200 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000095 · wk-form4_1754615385.xml · derivative · entry 2

Adelson Scott Joseph · CIK 0001360042 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · BY REVOCABLE TRUST

Disclosed balance after: 57,200

Underlying: CLASS A COMMON STOCK · 57,200 shares

Expires not disclosed

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 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.

F2 · shares: On August 5, 2025, the reporting person transferred 57,200 shares of Class B common stock to a revocable trust for the benefit of a family member for which the reporting person is a co-trustee and continues to beneficially own the shares held in the revocable trust. No value was received for the transferred shares. The shares remained subject to the HL Voting Trust (the "Voting Trust").

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 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.

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 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 · ownership.direct: The reporting person is a trustee of the HL Voting Trust. The trustees of the Voting Trust have shared voting control over the shares deposited into the Voting Trust. The reporting person has a direct and indirect pecuniary interest in and investment control over the shares reported herein. All reported direct and indirect shares are held indirectly by the Voting Trust

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August 05, 2025 Filed Aug 8, 2025 01:09 UTC
Adelson Scott JosephDirector · CEO
OtherCLASS B COMMON STOCK · Derivative 57,200 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000095 · wk-form4_1754615385.xml · derivative · entry 1

Adelson Scott Joseph · CIK 0001360042 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,200

Underlying: CLASS A COMMON STOCK · 57,200 shares

Expires not disclosed

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 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.

F2 · shares: On August 5, 2025, the reporting person transferred 57,200 shares of Class B common stock to a revocable trust for the benefit of a family member for which the reporting person is a co-trustee and continues to beneficially own the shares held in the revocable trust. No value was received for the transferred shares. The shares remained subject to the HL Voting Trust (the "Voting Trust").

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 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.

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 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
July 18, 2025 Filed Jul 21, 2025 20:55 UTC OtherCLASS B COMMON STOCK · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000078 · wk-form4_1753131346.xml · derivative · entry 2

SIEGERT PAUL ERIC · CIK 0001142662 · CO-CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 424,657

Underlying: CLASS A COMMON STOCK · 2,818 shares

Expires not disclosed

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.

F3 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person retains investment control and dispositive power over the shares deposited into the Voting Trust.

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July 18, 2025 Filed Jul 21, 2025 20:55 UTC GrantCLASS B COMMON STOCK · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000078 · wk-form4_1753131346.xml · derivative · entry 1

SIEGERT PAUL ERIC · CIK 0001142662 · CO-CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,818

Underlying: CLASS A COMMON STOCK · 2,818 shares

Expires not disclosed

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.

F2 · shares: On July 18, 2025, the Issuer granted 2,818 performance shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date if certain performance goals based upon revenue growth are achieved. If on vesting date such performance criteria are not achieved, the annual installment of shares will be forfeited.

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
July 14, 2025 Filed Jul 14, 2025 20:12 UTC SaleCLASS A COMMON STOCK 200 $191.65 $38,330.00
Disclosure

SEC source: 0001302215-25-000076 · wk-form4_1752523946.xml · nonDerivative · entry 1

Zucker Gillian Beth · CIK 0001794578 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,533

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024.

Read SEC document
June 30, 2025 Filed Jun 30, 2025 22:16 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000074 · wk-form4_1751321782.xml · derivative · entry 3

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 5,000 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
June 30, 2025 Filed Jun 30, 2025 22:16 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
SaleCLASS A COMMON STOCK 5,000 $182.81 $914,050.00
Disclosure

SEC source: 0001302215-25-000074 · wk-form4_1751321782.xml · nonDerivative · entry 2

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: Per share price reflects the weighted average price in a series of open market sales on June 30, 2025 at prices ranging from $182.51 per share to $183.28 per share. The reporting person undertakes to provide to Houlihan Lokey, Inc., and security holder of Houlihan Lokey, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range identified in this footnote.

Read SEC document
June 30, 2025 Filed Jun 30, 2025 22:16 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 5,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000074 · wk-form4_1751321782.xml · nonDerivative · entry 1

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

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 · kind: 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
June 26, 2025 Filed Jun 26, 2025 21:21 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
GiftCLASS A COMMON STOCK 5,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000072 · wk-form4_1750972874.xml · nonDerivative · entry 2

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · shares: On June 26, 2025, the reporting person made a charitable donation of 5,000 shares of Class A Common Stock. No value was received for the donated shares.

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June 24, 2025 Filed Jun 26, 2025 21:21 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000072 · wk-form4_1750972874.xml · derivative · entry 3

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 5,000 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.

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June 24, 2025 Filed Jun 26, 2025 21:21 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 5,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000072 · wk-form4_1750972874.xml · nonDerivative · entry 1

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

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 · kind: 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.

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June 13, 2025 Filed Jun 13, 2025 20:27 UTC SaleCLASS A COMMON STOCK 200 $174.37 $34,874.00
Disclosure

SEC source: 0001302215-25-000070 · wk-form4_1749846415.xml · nonDerivative · entry 1

Zucker Gillian Beth · CIK 0001794578 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,733

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 13:02 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS B COMMON STOCK · Derivative 500 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000068 · wk-form4_1748955755.xml · derivative · entry 3

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 500 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
June 02, 2025 Filed Jun 3, 2025 13:02 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
SaleCLASS A COMMON STOCK 500 $173.02 $86,510.00
Disclosure

SEC source: 0001302215-25-000068 · wk-form4_1748955755.xml · nonDerivative · entry 2

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 18, 2024.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 13:02 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS A COMMON STOCK 500 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000068 · wk-form4_1748955755.xml · nonDerivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 500

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 · kind: 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
May 22, 2025 Filed May 23, 2025 20:29 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
OtherCLASS B COMMON STOCK · Derivative 4,790 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000054 · wk-form4_1748032192.xml · derivative · entry 3

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 1,088,196

Underlying: CLASS A COMMON STOCK · 4,790 shares

Expires not disclosed

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.

F4 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person is a trustee of the Voting Trust. The trustees of the Voting Trust have shared voting control over the shares deposited into the Voting Trust. The reporting person has a pecuniary interest in and investment control over the shares reported herein.

Read SEC document
May 22, 2025 Filed May 23, 2025 20:29 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
GrantCLASS B COMMON STOCK · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000054 · wk-form4_1748032192.xml · derivative · entry 2

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,818

Underlying: CLASS A COMMON STOCK · 2,818 shares

Expires not disclosed

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.

F3 · shares: On May 22, 2025, the Issuer granted 2,818 performance shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date if certain performance goals based upon revenue growth are achieved. If on vesting date such performance criteria are not achieved, the annual installment of shares will be forfeited.

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
May 22, 2025 Filed May 23, 2025 20:29 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
GrantCLASS B COMMON STOCK · Derivative 1,972 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000054 · wk-form4_1748032192.xml · derivative · entry 1

GOLD IRWIN · CIK 0001122672 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,972

Underlying: CLASS A COMMON STOCK · 1,972 shares

Expires not disclosed

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.

F2 · shares: On May 22, 2025, the Issuer granted 1,972 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant 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
May 22, 2025 Filed May 23, 2025 20:30 UTC OtherCLASS B COMMON STOCK · Derivative 21,661 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000057 · wk-form4_1748032236.xml · derivative · entry 2

SIEGERT PAUL ERIC · CIK 0001142662 · CO-CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 421,839

Underlying: CLASS A COMMON STOCK · 21,661 shares

Expires not disclosed

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.

F3 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
May 22, 2025 Filed May 23, 2025 20:30 UTC GrantCLASS B COMMON STOCK · Derivative 21,661 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000057 · wk-form4_1748032236.xml · derivative · entry 1

SIEGERT PAUL ERIC · CIK 0001142662 · CO-CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,661

Underlying: CLASS A COMMON STOCK · 21,661 shares

Expires not disclosed

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.

F2 · shares: On May 22, 2025, the Issuer granted 21,661 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant 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
May 22, 2025 Filed May 23, 2025 20:34 UTC GrantCLASS A COMMON STOCK 732 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000066 · wk-form4_1748032457.xml · nonDerivative · entry 1

Walker Cyrus D. · CIK 0001805514 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,115

Read SEC document
May 22, 2025 Filed May 23, 2025 20:33 UTC GrantCLASS A COMMON STOCK 563 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000063 · wk-form4_1748032419.xml · nonDerivative · entry 1

ZUBER PAUL ANDREW · CIK 0001757519 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · BY LLC

Disclosed balance after: 6,208

Read SEC document
May 22, 2025 Filed May 23, 2025 20:31 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
OtherCLASS B COMMON STOCK · Derivative 4,441 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000060 · wk-form4_1748032269.xml · derivative · entry 3

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 54,438

Underlying: CLASS A COMMON STOCK · 4,441 shares

Expires not disclosed

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.

F4 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
May 22, 2025 Filed May 23, 2025 20:31 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
GrantCLASS B COMMON STOCK · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000060 · wk-form4_1748032269.xml · derivative · entry 2

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,818

Underlying: CLASS A COMMON STOCK · 2,818 shares

Expires not disclosed

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.

F3 · shares: On May 22, 2025, the Issuer granted 2,818 performance shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date if certain performance goals based upon revenue growth are achieved. If on vesting date such performance criteria are not achieved, the annual installment of shares will be forfeited.

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
May 22, 2025 Filed May 23, 2025 20:31 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
GrantCLASS B COMMON STOCK · Derivative 1,623 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000060 · wk-form4_1748032269.xml · derivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,623

Underlying: CLASS A COMMON STOCK · 1,623 shares

Expires not disclosed

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.

F2 · shares: On May 22, 2025, the Issuer granted 1,623 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant 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
May 22, 2025 Filed May 23, 2025 20:31 UTC
ALLEY J LINDSEYChief Financial Officer
OtherCLASS B COMMON STOCK · Derivative 5,780 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000059 · wk-form4_1748032258.xml · derivative · entry 3

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 70,355

Underlying: CLASS A COMMON STOCK · 5,780 shares

Expires not disclosed

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.

F4 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person retains investment control and dispositive power over the shares deposited into the Voting Trust.

Read SEC document
May 22, 2025 Filed May 23, 2025 20:31 UTC
ALLEY J LINDSEYChief Financial Officer
GrantCLASS B COMMON STOCK · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000059 · wk-form4_1748032258.xml · derivative · entry 2

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,818

Underlying: CLASS A COMMON STOCK · 2,818 shares

Expires not disclosed

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.

F3 · shares: On May 22, 2025, the Issuer granted 2,818 performance shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date if certain performance goals based upon revenue growth are achieved. If on vesting date such performance criteria are not achieved, the annual installment of shares will be forfeited.

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
May 22, 2025 Filed May 23, 2025 20:31 UTC
ALLEY J LINDSEYChief Financial Officer
GrantCLASS B COMMON STOCK · Derivative 2,962 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000059 · wk-form4_1748032258.xml · derivative · entry 1

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,962

Underlying: CLASS A COMMON STOCK · 2,962 shares

Expires not disclosed

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.

F2 · shares: On May 22, 2025, the Issuer granted 2,962 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant 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
May 22, 2025 Filed May 23, 2025 20:30 UTC
BEISER SCOTT LDirector · CO-CHAIRMAN · 10% owner
OtherCLASS B COMMON STOCK · Derivative 5,777 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000056 · wk-form4_1748032214.xml · derivative · entry 3

BEISER SCOTT L · CIK 0001649212 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 808,413

Underlying: CLASS A COMMON STOCK · 5,777 shares

Expires not disclosed

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 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 "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 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 "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 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 "Offering"). The Class B Common Stock has no expiration date.

F4 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person is a trustee of the Voting Trust. The trustees of the Voting Trust have shared voting control over the shares deposited into the Voting Trust. The reporting person has a pecuniary interest in and investment control over the shares reported herein.

Read SEC document
May 22, 2025 Filed May 23, 2025 20:30 UTC
BEISER SCOTT LDirector · CO-CHAIRMAN · 10% owner
GrantCLASS B COMMON STOCK · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000056 · wk-form4_1748032214.xml · derivative · entry 2

BEISER SCOTT L · CIK 0001649212 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,818

Underlying: CLASS A COMMON STOCK · 2,818 shares

Expires not disclosed

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 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 "Offering"). The Class B Common Stock has no expiration date.

F3 · shares: On May 22, 2025, the Issuer granted 2,818 performance shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date if certain performance goals based upon revenue growth are achieved. If on vesting date such performance criteria are not achieved, the annual installment of shares will be forfeited

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 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 "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 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 "Offering"). The Class B Common Stock has no expiration date.

Read SEC document
May 22, 2025 Filed May 23, 2025 20:30 UTC
BEISER SCOTT LDirector · CO-CHAIRMAN · 10% owner
GrantCLASS B COMMON STOCK · Derivative 2,959 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000056 · wk-form4_1748032214.xml · derivative · entry 1

BEISER SCOTT L · CIK 0001649212 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,959

Underlying: CLASS A COMMON STOCK · 2,959 shares

Expires not disclosed

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 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 "Offering"). The Class B Common Stock has no expiration date.

F2 · shares: On May 22, 2025, the Issuer granted 2,959 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant 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 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 "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 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 "Offering"). The Class B Common Stock has no expiration date.

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May 22, 2025 Filed May 23, 2025 20:33 UTC GrantCLASS A COMMON STOCK 845 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000061 · wk-form4_1748032374.xml · nonDerivative · entry 1

SCHRIESHEIM ROBERT A · CIK 0001281910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,982

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May 22, 2025 Filed May 23, 2025 20:33 UTC GrantCLASS A COMMON STOCK 563 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000062 · wk-form4_1748032403.xml · nonDerivative · entry 1

KOSECOFF JACQUELINE B · CIK 0001209524 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,316

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May 22, 2025 Filed May 23, 2025 20:34 UTC GrantCLASS A COMMON STOCK 563 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000065 · wk-form4_1748032446.xml · nonDerivative · entry 1

Bassey Ekpedeme M · CIK 0001831152 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,627

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May 22, 2025 Filed May 23, 2025 20:34 UTC GrantCLASS A COMMON STOCK 732 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000064 · wk-form4_1748032432.xml · nonDerivative · entry 1

Zucker Gillian Beth · CIK 0001794578 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,933

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May 22, 2025 Filed May 23, 2025 20:30 UTC OtherCLASS B COMMON STOCK · Derivative 2,645 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000058 · wk-form4_1748032247.xml · derivative · entry 2

Carter Todd J · CIK 0001679143 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By HL Voting Trust

Disclosed balance after: 89,905

Underlying: CLASS A COMMON STOCK · 2,645 shares

Expires not disclosed

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.

F3 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person retains investment control and dispositive power over the shares deposited into the Voting Trust.

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May 22, 2025 Filed May 23, 2025 20:30 UTC GrantCLASS B COMMON STOCK · Derivative 2,645 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000058 · wk-form4_1748032247.xml · derivative · entry 1

Carter Todd J · CIK 0001679143 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,645

Underlying: CLASS A COMMON STOCK · 2,645 shares

Expires not disclosed

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.

F2 · shares: On May 22, 2025, the Issuer granted 2,645 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant 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.

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May 22, 2025 Filed May 23, 2025 20:30 UTC
Adelson Scott JosephDirector · CEO
OtherCLASS B COMMON STOCK · Derivative 12,682 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000055 · wk-form4_1748032203.xml · derivative · entry 3

Adelson Scott Joseph · CIK 0001360042 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 878,921

Underlying: CLASS A COMMON STOCK · 12,682 shares

Expires not disclosed

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 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.

F1 · 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.

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 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.

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 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.

F4 · ownership.direct: Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person retains investment control and dispositive power over the shares deposited into the Voting Trust.

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May 22, 2025 Filed May 23, 2025 20:30 UTC
Adelson Scott JosephDirector · CEO
GrantCLASS B COMMON STOCK · Derivative 2,818 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000055 · wk-form4_1748032203.xml · derivative · entry 2

Adelson Scott Joseph · CIK 0001360042 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,818

Underlying: CLASS A COMMON STOCK · 2,818 shares

Expires not disclosed

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 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 · shares: On May 22, 2025, the Issuer granted 2,818 performance shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date if certain performance goals based upon revenue growth are achieved. If on vesting date such performance criteria are not achieved, the annual installment of shares will be forfeited.

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 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.

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 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
May 22, 2025 Filed May 23, 2025 20:30 UTC
Adelson Scott JosephDirector · CEO
GrantCLASS B COMMON STOCK · Derivative 9,864 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000055 · wk-form4_1748032203.xml · derivative · entry 1

Adelson Scott Joseph · CIK 0001360042 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,864

Underlying: CLASS A COMMON STOCK · 9,864 shares

Expires not disclosed

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 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.

F2 · shares: On May 22, 2025, the Issuer granted 9,864 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant 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 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.

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 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.

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May 19, 2025 Filed May 20, 2025 21:22 UTC
BEISER SCOTT LDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000040 · wk-form4_1747776121.xml · derivative · entry 6

BEISER SCOTT L · CIK 0001649212 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

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.

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May 19, 2025 Filed May 20, 2025 21:22 UTC
BEISER SCOTT LDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 8,008 $0.00 $0.00
Disclosure

SEC source: 0001302215-25-000040 · wk-form4_1747776121.xml · derivative · entry 5

BEISER SCOTT L · CIK 0001649212 · Director · CO-CHAIRMAN · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 8,008 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.

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