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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
August 16, 2024 Filed Aug 16, 2024 21:47 UTC
BEISER SCOTT LDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 8,317 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000092 · wk-form4_1723844837.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,317

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 28, 2024 Filed Jul 5, 2024 20:33 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 9,902 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000077 · wk-form4_1720211570.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 · 9,902 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 28, 2024 Filed Jul 5, 2024 20:33 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
SaleCLASS A COMMON STOCK 9,902 $135.25 $1,339,245.50
Disclosure

SEC source: 0001302215-24-000077 · wk-form4_1720211570.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 28, 2024 at prices ranging from $135.00 per share to $135.89 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 28, 2024 Filed Jul 5, 2024 20:33 UTC
GOLD IRWINDirector · CO-CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 9,902 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000077 · wk-form4_1720211570.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,902

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 04, 2024 Filed Jun 4, 2024 17:46 UTC
PREISER DAVID ADirector · CO-PRESIDENT
ConversionCLASS B COMMON STOCK · Derivative 20,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000075 · wk-form4_1717537597.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 20,000 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 04, 2024 Filed Jun 4, 2024 17:46 UTC
PREISER DAVID ADirector · CO-PRESIDENT
SaleCLASS A COMMON STOCK 20,000 $133.21 $2,664,200.00
Disclosure

SEC source: 0001302215-24-000075 · wk-form4_1717537597.xml · nonDerivative · entry 2

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

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 4, 2024 at prices ranging from $132.67 per share to $134.14 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 04, 2024 Filed Jun 4, 2024 17:46 UTC
PREISER DAVID ADirector · CO-PRESIDENT
ConversionCLASS A COMMON STOCK 20,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000075 · wk-form4_1717537597.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

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 03, 2024 Filed Jun 4, 2024 20:54 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS B COMMON STOCK · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000073 · wk-form4_1717534483.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 · 1,000 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 03, 2024 Filed Jun 4, 2024 20:54 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
SaleCLASS A COMMON STOCK 1,000 $133.49 $133,490.00
Disclosure

SEC source: 0001302215-24-000073 · wk-form4_1717534483.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 August 21, 2023.

F3 · price: Per share price reflects the weighted average price in a series of open market sales on June 3, 2024 at prices ranging from $133.01 per share to $133.64 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 03, 2024 Filed Jun 4, 2024 20:54 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
ConversionCLASS A COMMON STOCK 1,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000073 · wk-form4_1717534483.xml · nonDerivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,000

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
May 31, 2024 Filed May 31, 2024 17:25 UTC
PREISER DAVID ADirector · CO-PRESIDENT
ConversionCLASS B COMMON STOCK · Derivative 4,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000071 · wk-form4_1717190683.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 4,000 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
May 31, 2024 Filed May 31, 2024 17:25 UTC
PREISER DAVID ADirector · CO-PRESIDENT
GiftCLASS A COMMON STOCK 4,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000071 · wk-form4_1717190683.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · shares: On May 31, 2024, the reporting person made a charitable donation of 4,000 shares of Class B Common Stock. No value was received for the donated shares.

Read SEC document
May 31, 2024 Filed May 31, 2024 17:25 UTC
PREISER DAVID ADirector · CO-PRESIDENT
ConversionCLASS A COMMON STOCK 4,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000071 · wk-form4_1717190683.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,000

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
May 30, 2024 Filed May 31, 2024 21:24 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
ConversionCLASS B COMMON STOCK · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000070 · wk-form4_1717190492.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: CLASS A COMMON STOCK · 3,000 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
May 30, 2024 Filed May 31, 2024 21:24 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
GiftCLASS A COMMON STOCK 3,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000070 · wk-form4_1717190492.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · shares: On May 30, 2024, the reporting person made a charitable donation of 3,000 shares of Class B Common Stock. No value was received for the donated shares.

Read SEC document
May 30, 2024 Filed May 31, 2024 21:24 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
ConversionCLASS A COMMON STOCK 3,000 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000070 · wk-form4_1717190492.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,000

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
May 23, 2024 Filed May 24, 2024 22:00 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
OtherCLASS B COMMON STOCK · Derivative 5,176 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000048 · wk-form4_1716588025.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 1,109,315

Underlying: CLASS A COMMON STOCK · 5,176 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 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 23, 2024 Filed May 24, 2024 22:00 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
GrantCLASS B COMMON STOCK · Derivative 5,176 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000048 · wk-form4_1716588025.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,176

Underlying: CLASS A COMMON STOCK · 5,176 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 23, 2024, the Issuer granted 5,176 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 23, 2024 Filed May 24, 2024 18:01 UTC
PREISER DAVID ADirector · CO-PRESIDENT
OtherCLASS B COMMON STOCK · Derivative 2,458 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000052 · wk-form4_1716588094.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 533,056

Underlying: CLASS A COMMON STOCK · 2,458 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 23, 2024 Filed May 24, 2024 18:01 UTC
PREISER DAVID ADirector · CO-PRESIDENT
GrantCLASS B COMMON STOCK · Derivative 2,458 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000052 · wk-form4_1716588094.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,458

Underlying: CLASS A COMMON STOCK · 2,458 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 23, 2024, the Issuer granted 2,458 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 23, 2024 Filed May 24, 2024 20:58 UTC GrantCLASS A COMMON STOCK 961 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000035 · wk-form4_1716584270.xml · nonDerivative · entry 1

Walker Cyrus D. · CIK 0001805514 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,383

Read SEC document
May 23, 2024 Filed May 24, 2024 20:58 UTC GrantCLASS A COMMON STOCK 739 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000036 · wk-form4_1716584283.xml · nonDerivative · entry 1

ZUBER PAUL ANDREW · CIK 0001757519 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · BY LLC

Disclosed balance after: 5,645

Read SEC document
May 23, 2024 Filed May 24, 2024 22:02 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
OtherCLASS B COMMON STOCK · Derivative 1,908 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000054 · wk-form4_1716588126.xml · derivative · entry 2

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 54,417

Underlying: CLASS A COMMON STOCK · 1,908 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.nature: 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 23, 2024 Filed May 24, 2024 22:02 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
GrantCLASS B COMMON STOCK · Derivative 1,908 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000054 · wk-form4_1716588126.xml · derivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,908

Underlying: CLASS A COMMON STOCK · 1,908 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 23, 2024, the Issuer granted 1,908 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 23, 2024 Filed May 24, 2024 22:02 UTC
ALLEY J LINDSEYChief Financial Officer
OtherCLASS B COMMON STOCK · Derivative 3,146 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000053 · wk-form4_1716588111.xml · derivative · entry 2

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 77,769

Underlying: CLASS A COMMON STOCK · 3,146 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 23, 2024 Filed May 24, 2024 22:02 UTC
ALLEY J LINDSEYChief Financial Officer
GrantCLASS B COMMON STOCK · Derivative 3,146 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000053 · wk-form4_1716588111.xml · derivative · entry 1

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,146

Underlying: CLASS A COMMON STOCK · 3,146 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 23, 2024, the Issuer granted 3,146 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 23, 2024 Filed May 24, 2024 22:00 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
OtherCLASS B COMMON STOCK · Derivative 7,765 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000049 · wk-form4_1716588045.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 853,145

Underlying: CLASS A COMMON STOCK · 7,765 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 · 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: 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 23, 2024 Filed May 24, 2024 22:00 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
GrantCLASS B COMMON STOCK · Derivative 7,765 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000049 · wk-form4_1716588045.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,765

Underlying: CLASS A COMMON STOCK · 7,765 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 24, 2023, the Issuer granted 7,765 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.

Read SEC document
May 23, 2024 Filed May 24, 2024 20:59 UTC GrantCLASS A COMMON STOCK 1,109 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000040 · wk-form4_1716584369.xml · nonDerivative · entry 1

SCHRIESHEIM ROBERT A · CIK 0001281910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,137

Read SEC document
May 23, 2024 Filed May 24, 2024 20:59 UTC GrantCLASS A COMMON STOCK 739 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000038 · wk-form4_1716584337.xml · nonDerivative · entry 1

KOSECOFF JACQUELINE B · CIK 0001209524 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,753

Read SEC document
May 23, 2024 Filed May 24, 2024 22:01 UTC OtherCLASS B COMMON STOCK · Derivative 11,188 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000051 · wk-form4_1716588081.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: 101,489

Underlying: CLASS A COMMON STOCK · 11,188 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 23, 2024 Filed May 24, 2024 22:01 UTC GrantCLASS B COMMON STOCK · Derivative 11,188 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000051 · wk-form4_1716588081.xml · derivative · entry 1

Carter Todd J · CIK 0001679143 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,188

Underlying: CLASS A COMMON STOCK · 11,188 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 24, 2023, the Issuer granted 11,188 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 23, 2024 Filed May 24, 2024 22:01 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
OtherCLASS B COMMON STOCK · Derivative 6,701 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000050 · wk-form4_1716588061.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 876,585

Underlying: CLASS A COMMON STOCK · 6,701 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 · 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: 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 23, 2024 Filed May 24, 2024 22:01 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
GrantCLASS B COMMON STOCK · Derivative 6,701 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000050 · wk-form4_1716588061.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,701

Underlying: CLASS A COMMON STOCK · 6,701 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 23, 2024, the Issuer granted 6,701 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.

Read SEC document
May 23, 2024 Filed May 24, 2024 20:59 UTC GrantCLASS A COMMON STOCK 739 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000039 · wk-form4_1716584354.xml · nonDerivative · entry 1

Bassey Ekpedeme M · CIK 0001831152 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,064

Read SEC document
May 23, 2024 Filed May 24, 2024 20:58 UTC GrantCLASS A COMMON STOCK 961 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000037 · wk-form4_1716584323.xml · nonDerivative · entry 1

Zucker Gillian Beth · CIK 0001794578 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,201

Read SEC document
May 23, 2024 Filed May 28, 2024 20:22 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
OtherCLASS B COMMON STOCK · Derivative 3,697 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000061 · wk-form4_1716927732.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 1,113,012

Underlying: CLASS A COMMON STOCK · 3,697 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 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 23, 2024 Filed May 28, 2024 20:22 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
GrantCLASS B COMMON STOCK · Derivative 3,697 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000061 · wk-form4_1716927732.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,697

Underlying: CLASS A COMMON STOCK · 3,697 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 23, 2024, the Issuer granted 3,697 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 23, 2024 Filed May 28, 2024 20:23 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
OtherCLASS B COMMON STOCK · Derivative 1,848 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000065 · wk-form4_1716927819.xml · derivative · entry 2

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 56,265

Underlying: CLASS A COMMON STOCK · 1,848 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 23, 2024 Filed May 28, 2024 20:23 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
GrantCLASS B COMMON STOCK · Derivative 1,848 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000065 · wk-form4_1716927819.xml · derivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,848

Underlying: CLASS A COMMON STOCK · 1,848 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 23, 2024, the Issuer granted 1,848 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 23, 2024 Filed May 28, 2024 20:23 UTC
ALLEY J LINDSEYChief Financial Officer
OtherCLASS B COMMON STOCK · Derivative 1,848 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000064 · wk-form4_1716927805.xml · derivative · entry 2

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 79,617

Underlying: CLASS A COMMON STOCK · 1,848 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 23, 2024 Filed May 28, 2024 20:23 UTC
ALLEY J LINDSEYChief Financial Officer
GrantCLASS B COMMON STOCK · Derivative 1,848 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000064 · wk-form4_1716927805.xml · derivative · entry 1

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,848

Underlying: CLASS A COMMON STOCK · 1,848 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 23, 2024, the Issuer granted 1,848 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.

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May 23, 2024 Filed May 28, 2024 20:23 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
OtherCLASS B COMMON STOCK · Derivative 3,697 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000062 · wk-form4_1716927779.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 856,842

Underlying: CLASS A COMMON STOCK · 3,697 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 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.

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May 23, 2024 Filed May 28, 2024 20:23 UTC
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
GrantCLASS B COMMON STOCK · Derivative 3,697 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000062 · wk-form4_1716927779.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,697

Underlying: CLASS A COMMON STOCK · 3,697 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 23, 2024, the Issuer granted 3,697 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 23, 2024 Filed May 28, 2024 20:23 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
OtherCLASS B COMMON STOCK · Derivative 3,697 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000063 · wk-form4_1716927793.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 880,282

Underlying: CLASS A COMMON STOCK · 3,697 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 · 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: 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 23, 2024 Filed May 28, 2024 20:23 UTC
Adelson Scott JosephDirector · CO-PRESIDENT
GrantCLASS B COMMON STOCK · Derivative 3,697 $0.00 $0.00
Disclosure

SEC source: 0001302215-24-000063 · wk-form4_1716927793.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,697

Underlying: CLASS A COMMON STOCK · 3,697 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 23, 2024, the Issuer granted 3,697 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 15, 2024 Filed May 17, 2024 20:29 UTC
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
Tax withholdingCLASS B COMMON STOCK · Derivative 6,642 $136.13 $904,175.46
Disclosure

SEC source: 0001302215-24-000018 · wk-form4_1715977725.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 1,104,139

Underlying: CLASS A COMMON STOCK · 6,642 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: Represents shares withheld to cover taxes upon the vesting of existing awards under the Issuer's 2016 Incentive Award Plan.

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: The reporting person is a trustee of the HL Voting Trust (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 15, 2024 Filed May 17, 2024 16:30 UTC
PREISER DAVID ADirector · CO-PRESIDENT
Tax withholdingCLASS B COMMON STOCK · Derivative 3,868 $136.13 $526,550.84
Disclosure

SEC source: 0001302215-24-000021 · wk-form4_1715977785.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 530,598

Underlying: CLASS A COMMON STOCK · 3,868 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: Represents shares withheld to cover taxes upon the vesting of existing awards under the Issuer's 2016 Incentive Award Plan.

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 shares are held by 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 15, 2024 Filed May 17, 2024 20:32 UTC
CRAIN CHRISTOPHER MGENERAL COUNSEL
Tax withholdingCLASS B COMMON STOCK · Derivative 1,478 $136.13 $201,200.14
Disclosure

SEC source: 0001302215-24-000024 · wk-form4_1715977900.xml · derivative · entry 1

CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 52,509

Underlying: CLASS A COMMON STOCK · 1,478 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: Represents shares withheld to cover taxes upon the vesting of existing awards under the Issuer's 2016 Incentive Award Plan.

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: The shares are held by 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 15, 2024 Filed May 17, 2024 20:31 UTC
ALLEY J LINDSEYChief Financial Officer
Tax withholdingCLASS B COMMON STOCK · Derivative 2,251 $136.13 $306,428.63
Disclosure

SEC source: 0001302215-24-000023 · wk-form4_1715977869.xml · derivative · entry 1

ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · BY HL VOTING TRUST

Disclosed balance after: 74,623

Underlying: CLASS A COMMON STOCK · 2,251 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: Represents shares withheld to cover taxes upon the vesting of existing awards under the Issuer's 2016 Incentive Award Plan.

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