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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 1 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 1 | 0 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2024 Filed May 17, 2024 20:29 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
Tax withholdingCLASS B COMMON STOCK · Derivative | 8,181 | $136.13 | $1,113,679.53 |
DisclosureSEC source: 0001302215-24-000019 · wk-form4_1715977755.xml · derivative · entry 1 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: 845,380 Underlying: CLASS A COMMON STOCK · 8,181 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 20:31 UTC |
Carter Todd JDirector
|
Tax withholdingCLASS B COMMON STOCK · Derivative | 13,107 | $136.13 | $1,784,255.91 |
DisclosureSEC source: 0001302215-24-000022 · wk-form4_1715977810.xml · derivative · entry 1 Carter Todd J · CIK 0001679143 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By HL Voting Trust Disclosed balance after: 90,301 Underlying: CLASS A COMMON STOCK · 13,107 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 20:29 UTC |
Adelson Scott JosephDirector · CO-PRESIDENT
|
Tax withholdingCLASS B COMMON STOCK · Derivative | 15,035 | $136.13 | $2,046,714.55 |
DisclosureSEC source: 0001302215-24-000020 · wk-form4_1715977767.xml · derivative · entry 1 Adelson Scott Joseph · CIK 0001360042 · Director · CO-PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · BY HL VOTING TRUST Disclosed balance after: 869,884 Underlying: CLASS A COMMON STOCK · 15,035 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: 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 "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. 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 |
| March 01, 2024 Filed Mar 2, 2024 00:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS B COMMON STOCK · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-24-000007 · wk-form4_1709338173.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 |
| March 01, 2024 Filed Mar 2, 2024 00:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
SaleCLASS A COMMON STOCK | 1,000 | $128.94 | $128,940.00 |
DisclosureSEC source: 0001302215-24-000007 · wk-form4_1709338173.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. Read SEC document |
| March 01, 2024 Filed Mar 2, 2024 00:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS A COMMON STOCK | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-24-000007 · wk-form4_1709338173.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 |
| December 27, 2023 Filed Dec 27, 2023 23:05 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
ConversionCLASS B COMMON STOCK · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000102 · wk-form4_1703718294.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 · 10,000 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 |
| December 27, 2023 Filed Dec 27, 2023 23:05 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
SaleCLASS A COMMON STOCK | 10,000 | $122.18 | $1,221,800.00 |
DisclosureSEC source: 0001302215-23-000102 · wk-form4_1703718294.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 · price: Per share price reflects the weighted average price in a series of open market sales on December 27, 2023 at prices ranging from $122.00 per share to $122.43 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 |
| December 27, 2023 Filed Dec 27, 2023 23:05 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
ConversionCLASS A COMMON STOCK | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000102 · wk-form4_1703718294.xml · nonDerivative · entry 1 GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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 |
| December 19, 2023 Filed Dec 19, 2023 23:51 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS B COMMON STOCK · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000100 · wk-form4_1703029857.xml · derivative · entry 3 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: CLASS A COMMON STOCK · 1,500 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 |
| December 19, 2023 Filed Dec 19, 2023 23:51 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
SaleCLASS A COMMON STOCK | 1,500 | $120.12 | $180,180.00 |
DisclosureSEC source: 0001302215-23-000100 · wk-form4_1703029857.xml · nonDerivative · entry 2 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 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 December 19, 2023 at prices ranging from $120.05 per share to $120.19 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 |
| December 19, 2023 Filed Dec 19, 2023 23:51 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS A COMMON STOCK | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000100 · wk-form4_1703029857.xml · nonDerivative · entry 1 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 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 |
| December 01, 2023 Filed Dec 5, 2023 01:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS B COMMON STOCK · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000098 · wk-form4_1701738571.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 |
| December 01, 2023 Filed Dec 5, 2023 01:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
SaleCLASS A COMMON STOCK | 1,000 | $107.17 | $107,170.00 |
DisclosureSEC source: 0001302215-23-000098 · wk-form4_1701738571.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 22, 2023. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 01:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS A COMMON STOCK | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000098 · wk-form4_1701738571.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 |
| November 30, 2023 Filed Nov 30, 2023 22:40 UTC |
ALLEY J LINDSEYChief Financial Officer
|
ConversionCLASS B COMMON STOCK · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000096 · wk-form4_1701384048.xml · derivative · entry 3 ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: CLASS A COMMON STOCK · 10,000 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 |
| November 30, 2023 Filed Nov 30, 2023 22:40 UTC |
ALLEY J LINDSEYChief Financial Officer
|
SaleCLASS A COMMON STOCK | 10,000 | $107.48 | $1,074,800.00 |
DisclosureSEC source: 0001302215-23-000096 · wk-form4_1701384048.xml · nonDerivative · entry 2 ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer 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 November 30, 2023 at prices ranging from $105.40 per share to $108.20 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 |
| November 30, 2023 Filed Nov 30, 2023 22:40 UTC |
ALLEY J LINDSEYChief Financial Officer
|
ConversionCLASS A COMMON STOCK | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000096 · wk-form4_1701384048.xml · nonDerivative · entry 1 ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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 |
| November 14, 2023 Filed Nov 15, 2023 21:48 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
ConversionCLASS B COMMON STOCK · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000094 · wk-form4_1700084911.xml · derivative · entry 3 BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 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. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:48 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
GiftCLASS A COMMON STOCK | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000094 · wk-form4_1700084911.xml · nonDerivative · entry 2 BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: On November 14, 2023, the reporting person made a charitable donation of 15,000 shares of Class B Common Stock. No value was received for the donated shares. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:48 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
ConversionCLASS A COMMON STOCK | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000094 · wk-form4_1700084911.xml · nonDerivative · entry 1 BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · 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 |
| November 03, 2023 Filed Nov 6, 2023 22:07 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
ConversionCLASS B COMMON STOCK · Derivative | 9,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000086 · wk-form4_1699308415.xml · derivative · entry 3 BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: CLASS A COMMON STOCK · 9,084 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 |
| November 03, 2023 Filed Nov 6, 2023 22:07 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
SaleCLASS A COMMON STOCK | 9,084 | $105.78 | $960,905.52 |
DisclosureSEC source: 0001302215-23-000086 · wk-form4_1699308415.xml · nonDerivative · entry 2 BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 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 November 3, 2023 at prices ranging from $105.56. per share to $105.96 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 |
| November 03, 2023 Filed Nov 6, 2023 22:07 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
|
ConversionCLASS A COMMON STOCK | 9,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000086 · wk-form4_1699308415.xml · nonDerivative · entry 1 BEISER SCOTT L · CIK 0001649212 · Director · CHIEF EXECUTIVE OFFICER · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,084 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 16, 2023 Filed Aug 16, 2023 20:14 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS B COMMON STOCK · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000081 · wf-form4_169221687539453.xml · derivative · entry 3 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 10b5-1 filing: No plan indicated 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 |
| August 16, 2023 Filed Aug 16, 2023 20:14 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
SaleCLASS A COMMON STOCK | 1,000 | $100.66 | $100,660.00 |
DisclosureSEC source: 0001302215-23-000081 · wf-form4_169221687539453.xml · nonDerivative · entry 2 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 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 16, 2023 at prices ranging from $100.47 per share to $100.87 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 16, 2023 Filed Aug 16, 2023 20:14 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS A COMMON STOCK | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000081 · wf-form4_169221687539453.xml · nonDerivative · entry 1 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 10b5-1 filing: No plan indicated 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 |
| June 07, 2023 Filed Jun 9, 2023 00:55 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
ConversionCLASS B COMMON STOCK · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000063 · wf-form4_168627213783952.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 · 10,000 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 07, 2023 Filed Jun 9, 2023 00:55 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
SaleCLASS A COMMON STOCK | 10,000 | $91.23 | $912,300.00 |
DisclosureSEC source: 0001302215-23-000063 · wf-form4_168627213783952.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 · price: Per share price reflects the weighted average price in a series of open market sales on June 7, 2023 at prices ranging from $91.02 per share to $91.51 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 07, 2023 Filed Jun 9, 2023 00:55 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
ConversionCLASS A COMMON STOCK | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000063 · wf-form4_168627213783952.xml · nonDerivative · entry 1 GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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 05, 2023 Filed Jun 6, 2023 21:30 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS B COMMON STOCK · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000061 · wf-form4_168608699420027.xml · derivative · entry 3 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 10b5-1 filing: No plan indicated 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 05, 2023 Filed Jun 6, 2023 21:30 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
SaleCLASS A COMMON STOCK | 1,000 | $90.74 | $90,740.00 |
DisclosureSEC source: 0001302215-23-000061 · wf-form4_168608699420027.xml · nonDerivative · entry 2 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 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 5, 2023 at prices ranging from $90.55 per share to $90.87 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 05, 2023 Filed Jun 6, 2023 21:30 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
ConversionCLASS A COMMON STOCK | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000061 · wf-form4_168608699420027.xml · nonDerivative · entry 1 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 10b5-1 filing: No plan indicated 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 |
| June 02, 2023 Filed Jun 6, 2023 21:29 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
ConversionCLASS B COMMON STOCK · Derivative | 5,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000060 · wf-form4_168608697633084.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 · 5,389 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, 2023 Filed Jun 6, 2023 21:29 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
SaleCLASS A COMMON STOCK | 5,389 | $90.09 | $485,495.01 |
DisclosureSEC source: 0001302215-23-000060 · wf-form4_168608697633084.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 · price: Per share price reflects the weighted average price in a series of open market sales on June 2, 2023 at prices ranging from $90.00 per share to $90.30 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 02, 2023 Filed Jun 6, 2023 21:29 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
ConversionCLASS A COMMON STOCK | 5,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000060 · wf-form4_168608697633084.xml · nonDerivative · entry 1 GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,389 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 24, 2023 Filed May 25, 2023 23:07 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
OtherCLASS B COMMON STOCK · Derivative | 8,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000045 · wf-form4_168505605376658.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: 1,136,170 Underlying: CLASS A COMMON STOCK · 8,865 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 24, 2023 Filed May 25, 2023 23:07 UTC |
GOLD IRWINDirector · EXECUTIVE CHAIRMAN · 10% owner
|
GrantCLASS B COMMON STOCK · Derivative | 8,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000045 · wf-form4_168505605376658.xml · derivative · entry 1 GOLD IRWIN · CIK 0001122672 · Director · EXECUTIVE CHAIRMAN · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,865 Underlying: CLASS A COMMON STOCK · 8,865 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 8,865 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 24, 2023 Filed May 25, 2023 19:08 UTC |
PREISER DAVID ADirector · CO-PRESIDENT
|
OtherCLASS B COMMON STOCK · Derivative | 5,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000048 · wf-form4_168505611005475.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: 534,466 Underlying: CLASS A COMMON STOCK · 5,417 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 24, 2023 Filed May 25, 2023 19:08 UTC |
PREISER DAVID ADirector · CO-PRESIDENT
|
GrantCLASS B COMMON STOCK · Derivative | 5,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000048 · wf-form4_168505611005475.xml · derivative · entry 1 PREISER DAVID A · CIK 0001122670 · Director · CO-PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,417 Underlying: CLASS A COMMON STOCK · 5,417 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 5,417 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 24, 2023 Filed May 25, 2023 23:10 UTC |
Walker Cyrus D.Director
|
GrantCLASS A COMMON STOCK | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000055 · wf-form4_168505623685788.xml · nonDerivative · entry 1 Walker Cyrus D. · CIK 0001805514 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,422 Read SEC document |
| May 24, 2023 Filed May 25, 2023 23:11 UTC |
ZUBER PAUL ANDREWDirector
|
GrantCLASS A COMMON STOCK | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000056 · wf-form4_168505626115625.xml · nonDerivative · entry 1 ZUBER PAUL ANDREW · CIK 0001757519 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · BY LLC Disclosed balance after: 4,906 Read SEC document |
| May 24, 2023 Filed May 25, 2023 23:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
OtherCLASS B COMMON STOCK · Derivative | 2,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000051 · wf-form4_168505616419553.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: 59,487 Underlying: CLASS A COMMON STOCK · 2,904 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 24, 2023 Filed May 25, 2023 23:09 UTC |
CRAIN CHRISTOPHER MGENERAL COUNSEL
|
GrantCLASS B COMMON STOCK · Derivative | 2,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000051 · wf-form4_168505616419553.xml · derivative · entry 1 CRAIN CHRISTOPHER M · CIK 0001649160 · GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,904 Underlying: CLASS A COMMON STOCK · 2,904 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 2,904 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 24, 2023 Filed May 25, 2023 23:09 UTC |
ALLEY J LINDSEYChief Financial Officer
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OtherCLASS B COMMON STOCK · Derivative | 4,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000050 · wf-form4_168505614159824.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: 86,874 Underlying: CLASS A COMMON STOCK · 4,649 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 24, 2023 Filed May 25, 2023 23:09 UTC |
ALLEY J LINDSEYChief Financial Officer
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GrantCLASS B COMMON STOCK · Derivative | 4,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000050 · wf-form4_168505614159824.xml · derivative · entry 1 ALLEY J LINDSEY · CIK 0001649209 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,649 Underlying: CLASS A COMMON STOCK · 4,649 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 4,649 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 24, 2023 Filed May 25, 2023 23:08 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
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OtherCLASS B COMMON STOCK · Derivative | 12,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000046 · wf-form4_168505606866655.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: 877,645 Underlying: CLASS A COMMON STOCK · 12,805 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 24, 2023 Filed May 25, 2023 23:08 UTC |
BEISER SCOTT LDirector · CHIEF EXECUTIVE OFFICER · 10% owner
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GrantCLASS B COMMON STOCK · Derivative | 12,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000046 · wf-form4_168505606866655.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: 12,805 Underlying: CLASS A COMMON STOCK · 12,805 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 12,805 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 24, 2023 Filed May 25, 2023 23:10 UTC |
SCHRIESHEIM ROBERT ADirector
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GrantCLASS A COMMON STOCK | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000054 · wf-form4_168505621926704.xml · nonDerivative · entry 1 SCHRIESHEIM ROBERT A · CIK 0001281910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,028 Read SEC document |
| May 24, 2023 Filed May 25, 2023 23:10 UTC |
KOSECOFF JACQUELINE BDirector
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GrantCLASS A COMMON STOCK | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000053 · wf-form4_168505619799348.xml · nonDerivative · entry 1 KOSECOFF JACQUELINE B · CIK 0001209524 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,014 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.