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Nasdaq · USD

HLNE

Hamilton Lane INC

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3823
SEC CIK
0001433642
Parsed reports
357

Last 12 months

Inside the activity.

18 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202500
Jan 202600
Feb 202660
Mar 202600
Apr 202600
May 202660
Jun 202640
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 16, 2026 Filed Sep 18, 2026 20:52 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
GrantPerformance Stock · Derivative 22,252 $0.00 $0.00
Disclosure

SEC source: 0001698324-26-000007 · wk-form4_1789764763.xml · derivative · entry 4

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,252

Underlying: Class A Common Stock · 22,252 shares

Expires not disclosed

F5 · derivative.exercise_price: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

F5 · derivative.exercise_date: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

F5 · derivative.expiration_date: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

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September 16, 2026 Filed Sep 18, 2026 20:52 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
Tax withholdingClass A Common Stock 736 $93.03 $68,470.08
Disclosure

SEC source: 0001698324-26-000007 · wk-form4_1789764763.xml · nonDerivative · entry 2

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,641

F3 · kind: Class A Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
September 16, 2026 Filed Sep 18, 2026 20:46 UTC
Carl Drew ThomasChief Accounting Officer
GrantPerformance Stock · Derivative 2,226 $0.00 $0.00
Disclosure

SEC source: 0001972135-26-000005 · wk-form4_1789764364.xml · derivative · entry 2

Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,226

Underlying: Class A Common Stock · 2,226 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

F3 · derivative.exercise_date: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

F3 · derivative.expiration_date: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

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September 16, 2026 Filed Sep 18, 2026 20:38 UTC
SCHMERTZLER MICHAELDirector · 10% owner
GrantClass A Common Stock 977 $0.00 $0.00
Disclosure

SEC source: 0001288952-26-000011 · wk-form4_1789763906.xml · nonDerivative · entry 1

SCHMERTZLER MICHAEL · CIK 0001288952 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 977

F1 · shares: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's Amended and Restated 2017 Equity Incentive Plan in consideration of the reporting person's service on the board of directors of the Issuer. The shares vest one year from the transaction date.

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September 16, 2026 Filed Sep 18, 2026 20:42 UTC GrantClass A Common Stock 977 $0.00 $0.00
Disclosure

SEC source: 0001207403-26-000002 · wk-form4_1789764133.xml · nonDerivative · entry 1

VARON LESLIE F · CIK 0001207403 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,635

F1 · shares: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's Amended and Restated 2017 Equity Incentive Plan in consideration of the reporting person's service on the board of directors of the Issuer. The shares vest one year from the transaction date.

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September 16, 2026 Filed Sep 18, 2026 20:41 UTC
SEXTON O GRIFFITHDirector · 10% owner
GrantClass A Common Stock 1,953 $0.00 $0.00
Disclosure

SEC source: 0001338580-26-000003 · wk-form4_1789764072.xml · nonDerivative · entry 1

SEXTON O GRIFFITH · CIK 0001338580 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,805

F1 · shares: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's Amended and Restated 2017 Equity Incentive Plan in consideration of the reporting person's service on the board of directors of the Issuer. The shares vest one year from the transaction date.

Read SEC document
September 16, 2026 Filed Sep 18, 2026 20:49 UTC
Armbrister Jeffrey BrianChief Financial Officer
GrantPerformance Stock · Derivative 22,252 $0.00 $0.00
Disclosure

SEC source: 0001987386-26-000005 · wk-form4_1789764557.xml · derivative · entry 2

Armbrister Jeffrey Brian · CIK 0001987386 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,252

Underlying: Class A Common Stock · 22,252 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

F3 · derivative.exercise_date: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

F3 · derivative.expiration_date: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests at the end of the performance period if the Issuer's Class A Shares achieve a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2031.

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September 16, 2026 Filed Sep 18, 2026 20:49 UTC
Armbrister Jeffrey BrianChief Financial Officer
Tax withholdingClass A Common Stock 393 $93.03 $36,560.79
Disclosure

SEC source: 0001987386-26-000005 · wk-form4_1789764557.xml · nonDerivative · entry 1

Armbrister Jeffrey Brian · CIK 0001987386 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,565

F1 · kind: Class A common stock, $0.001 par value per share (the "Class A Shares") delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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September 10, 2026 Filed Sep 14, 2026 20:39 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
GiftClass A Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001698040-26-000006 · wk-form4_1789418365.xml · nonDerivative · entry 2

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote.

Disclosed balance after: 50,000

F1 · kind: This transaction involves a gift from the reporting person to an entity wholly-owned by the reporting person and his spouse.

F3 · ownership.nature: These securities are held by an entity wholly-owned by the reporting person and his spouse.

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September 10, 2026 Filed Sep 14, 2026 20:39 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
GiftClass A Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001698040-26-000006 · wk-form4_1789418365.xml · nonDerivative · entry 1

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,326,134

F1 · kind: This transaction involves a gift from the reporting person to an entity wholly-owned by the reporting person and his spouse.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
June 30, 2026 Filed Sep 18, 2026 20:52 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
GrantClass A Common Stock 27 $67.01 $1,809.27
Disclosure

SEC source: 0001698324-26-000007 · wk-form4_1789764763.xml · nonDerivative · entry 1

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,377

F1 · kind: Shares of Class A common stock, $0.001 par value per share (the "Class A Shares") acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d).

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
June 30, 2026 Filed Sep 18, 2026 20:46 UTC
Carl Drew ThomasChief Accounting Officer
GrantClass A Common Stock 78 $67.01 $5,226.78
Disclosure

SEC source: 0001972135-26-000005 · wk-form4_1789764364.xml · nonDerivative · entry 1

Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,924

F1 · kind: Shares of Class A common stock, $0.001 par value per share (the "Class A Shares") acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d).

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
June 11, 2026 Filed Jun 15, 2026 20:15 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 27,678 $78.73 $2,179,088.94
Disclosure

SEC source: 0001433642-26-000024 · wk-form4_1781554523.xml · nonDerivative · entry 2

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,756

F2 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $78.55 to $79.13 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

Read SEC document
June 11, 2026 Filed Jun 15, 2026 20:15 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 10,612 $77.86 $826,250.32
Disclosure

SEC source: 0001433642-26-000024 · wk-form4_1781554523.xml · nonDerivative · entry 1

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,078

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $77.54 to $78.45 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

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June 11, 2026 Filed Jun 15, 2026 20:14 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
PurchaseClass A Common Stock 1,283 $77.46 $99,381.18
Disclosure

SEC source: 0001433642-26-000023 · wk-form4_1781554437.xml · nonDerivative · entry 1

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,350

F1 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
June 11, 2026 Filed Jun 15, 2026 20:13 UTC PurchaseClass A Common Stock 15,000 $76.27 $1,144,050.00
Disclosure

SEC source: 0001433642-26-000022 · wk-form4_1781554383.xml · nonDerivative · entry 1

BERKMAN DAVID J · CIK 0001185514 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By: The 2006 Berkman Trust for David J. Berkman Family

Disclosed balance after: 25,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $75.99 to $76.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote

Read SEC document
May 29, 2026 Filed Jun 2, 2026 20:43 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
GrantClass A Common Stock 38,087 $0.00 $0.00
Disclosure

SEC source: 0001698040-26-000004 · wk-form4_1780433034.xml · nonDerivative · entry 1

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,376,134

F1 · kind: Class A common stock, $0.001 par value per share (the "Class A Shares") issued to the reporting person pursuant to awards of restricted stock under the Issuer's 2017 Equity Incentive Plan. The awards included 8,087 restricted Class A Shares as part of the reporting person's 2026 annual bonus and 30,000 restricted Class A Shares as part of a previously announced annual share award to the reporting person. The awards vest in four equal annual installments commencing on May 29, 2027.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 20:41 UTC
Hirsch Erik R.Director · Co-Chief Executive Officer · 10% owner
GrantClass A Common Stock 42,145 $0.00 $0.00
Disclosure

SEC source: 0001698098-26-000005 · wk-form4_1780432859.xml · nonDerivative · entry 1

Hirsch Erik R. · CIK 0001698098 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,727

F1 · kind: Class A common stock, $0.001 par value per share (the "Class A Shares") issued to the reporting person pursuant to awards of restricted stock under the Issuer's 2017 Equity Incentive Plan. The awards included 12,145 restricted Class A Shares as part of the reporting person's 2026 annual bonus and 30,000 restricted Class A Shares as part of a previously announced annual share award to the reporting person. The awards vest in four equal annual installments commencing on May 29, 2027.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 20:45 UTC
Gavalis LydiaGeneral Counsel & Secretary
GrantClass A Common Stock 1,139 $0.00 $0.00
Disclosure

SEC source: 0001698058-26-000004 · wk-form4_1780433132.xml · nonDerivative · entry 1

Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,028

F1 · kind: Class A common stock, $0.001 par value per share (the "Class A Shares") issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The award vests in four equal annual installments commencing on May 29, 2027.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 21:01 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
GrantClass A Common Stock 3,543 $0.00 $0.00
Disclosure

SEC source: 0001698324-26-000004 · wk-form4_1780434107.xml · nonDerivative · entry 2

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,067

F4 · kind: Class A Shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The award vests in four equal annual installments commencing on May 29, 2027.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

F3 · balance_after: Includes 17,913 Class A Shares held in an IRA previously reported as indirectly owned.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 20:48 UTC
Armbrister Jeffrey BrianChief Financial Officer
GrantClass A Common Stock 2,109 $0.00 $0.00
Disclosure

SEC source: 0001987386-26-000003 · wk-form4_1780433328.xml · nonDerivative · entry 1

Armbrister Jeffrey Brian · CIK 0001987386 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,958

F1 · kind: Class A common stock, $0.001 par value per share (the "Class A Shares") issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The award vests in four equal annual installments commencing on May 29, 2027.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 20:56 UTC
Carl Drew ThomasChief Accounting Officer
GrantClass A Common Stock 675 $0.00 $0.00
Disclosure

SEC source: 0001972135-26-000003 · wk-form4_1780433779.xml · nonDerivative · entry 1

Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,846

F1 · kind: Class A common stock, $0.001 par value per share (the "Class A Shares") issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The award vests in four equal annual installments commencing on May 29, 2027.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

F3 · balance_after: Amount of securities beneficially owned reduced by seven (7) due to an inadvertent overstatement on the Form 4 filed on March 17, 2026.

Read SEC document
May 27, 2026 Filed May 28, 2026 20:54 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 466 $92.69 $43,193.54
Disclosure

SEC source: 0001433642-26-000021 · wk-form4_1780001692.xml · nonDerivative · entry 6

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 55,466

F5 · price: The price reported in Column 4 is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $92.69 to $93.00 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

F2 · ownership.nature: These securities are owned directly by a limited liability company ("LLC") which is wholly owned by Reporting Person, Reporting Person 's spouse and three trusts for the benefit of Reporting Person 's children. Reporting Person's spouse serves as manager of the LLC and as trustee of the trusts. Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 27, 2026 Filed May 28, 2026 20:54 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 466 $92.76 $43,226.16
Disclosure

SEC source: 0001433642-26-000021 · wk-form4_1780001692.xml · nonDerivative · entry 5

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,466

F4 · price: The price reported in Column 4 is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $92.76 to $93.00 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

Read SEC document
May 26, 2026 Filed May 28, 2026 20:54 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 7,975 $90.43 $721,179.25
Disclosure

SEC source: 0001433642-26-000021 · wk-form4_1780001692.xml · nonDerivative · entry 4

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 55,000

F3 · price: The price reported in Column 4 is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $90.33 to $90.50 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

F2 · ownership.nature: These securities are owned directly by a limited liability company ("LLC") which is wholly owned by Reporting Person, Reporting Person 's spouse and three trusts for the benefit of Reporting Person 's children. Reporting Person's spouse serves as manager of the LLC and as trustee of the trusts. Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 26, 2026 Filed May 28, 2026 20:54 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 7,975 $90.43 $721,179.25
Disclosure

SEC source: 0001433642-26-000021 · wk-form4_1780001692.xml · nonDerivative · entry 3

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,000

F3 · price: The price reported in Column 4 is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $90.33 to $90.50 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

Read SEC document
May 26, 2026 Filed May 28, 2026 20:54 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 47,025 $89.99 $4,231,779.75
Disclosure

SEC source: 0001433642-26-000021 · wk-form4_1780001692.xml · nonDerivative · entry 2

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 47,025

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $89.33 to $90.32 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

F2 · ownership.nature: These securities are owned directly by a limited liability company ("LLC") which is wholly owned by Reporting Person, Reporting Person 's spouse and three trusts for the benefit of Reporting Person 's children. Reporting Person's spouse serves as manager of the LLC and as trustee of the trusts. Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 26, 2026 Filed May 28, 2026 20:54 UTC
Rogers Hartley R.Director · Executive Co-Chairman · 10% owner
PurchaseClass A Common Stock 47,025 $89.99 $4,231,779.75
Disclosure

SEC source: 0001433642-26-000021 · wk-form4_1780001692.xml · nonDerivative · entry 1

Rogers Hartley R. · CIK 0001577084 · Director · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,025

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $89.33 to $90.32 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

Read SEC document
March 31, 2026 Filed Jun 2, 2026 21:01 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
GrantClass A Common Stock 62 $84.89 $5,263.18
Disclosure

SEC source: 0001698324-26-000004 · wk-form4_1780434107.xml · nonDerivative · entry 1

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,524

F1 · kind: These shares of Class A common stock, $0.001 par value per share (the "Class A Shares") were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d).

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

F3 · balance_after: Includes 17,913 Class A Shares held in an IRA previously reported as indirectly owned.

Read SEC document
March 14, 2026 Filed Mar 17, 2026 22:50 UTC
Gavalis LydiaGeneral Counsel & Secretary
Tax withholdingClass A Common Stock 549 $96.85 $53,170.65
Disclosure

SEC source: 0001698058-26-000002 · wk-form4_1773787846.xml · nonDerivative · entry 1

Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,889

F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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March 14, 2026 Filed Mar 17, 2026 23:01 UTC
Hirsch Erik R.Director · Co-Chief Executive Officer · 10% owner
Tax withholdingClass A Common Stock 6,912 $96.85 $669,427.20
Disclosure

SEC source: 0001698098-26-000003 · wk-form4_1773788458.xml · nonDerivative · entry 1

Hirsch Erik R. · CIK 0001698098 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,582

F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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March 14, 2026 Filed Mar 17, 2026 23:02 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
Tax withholdingClass A Common Stock 1,212 $96.85 $117,382.20
Disclosure

SEC source: 0001433642-26-000013 · wk-form4_1773788573.xml · nonDerivative · entry 1

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,549

F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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March 14, 2026 Filed Mar 17, 2026 22:58 UTC
Armbrister Jeffrey BrianChief Financial Officer
Tax withholdingClass A Common Stock 590 $96.85 $57,141.50
Disclosure

SEC source: 0001433642-26-000012 · wk-form4_1773788314.xml · nonDerivative · entry 1

Armbrister Jeffrey Brian · CIK 0001987386 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,849

F1 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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March 14, 2026 Filed Mar 17, 2026 22:57 UTC
Carl Drew ThomasChief Accounting Officer
Tax withholdingClass A Common Stock 85 $96.85 $8,232.25
Disclosure

SEC source: 0001433642-26-000011 · wk-form4_1773788237.xml · nonDerivative · entry 2

Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,178

F3 · kind: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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February 24, 2026 Filed Feb 25, 2026 21:06 UTC PurchaseClass A Common Stock 10,000 $101.00 $1,010,000.00
Disclosure

SEC source: 0001433642-26-000010 · wk-form4_1772053614.xml · nonDerivative · entry 1

BERKMAN DAVID J · CIK 0001185514 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By: The 2006 Berkman Trust for David J. Berkman Family

Disclosed balance after: 10,000

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February 20, 2026 Filed Feb 24, 2026 21:07 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 2,705 $107.58 $291,003.36
Disclosure

SEC source: 0001628280-26-011067 · wk-form4_1771967226.xml · nonDerivative · entry 2

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,338,047

F3 · price: The price reported in Column 4 is a weighted average price. These shares of Class A Common Stock were purchased in multiple transactions at prices ranging from $107.52 to $107.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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February 20, 2026 Filed Feb 24, 2026 21:07 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 6,520 $107.10 $698,307.65
Disclosure

SEC source: 0001628280-26-011067 · wk-form4_1771967226.xml · nonDerivative · entry 1

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,335,342

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $106.52 to $107.50 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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February 20, 2026 Filed Feb 24, 2026 16:06 UTC
Giannini Mario LExecutive Co-Chairman · 10% owner
PurchaseClass A Common Stock 9,225 $107.32 $990,010.40
Disclosure

SEC source: 0001628280-26-011059 · wk-form4_1771967163.xml · nonDerivative · entry 1

Giannini Mario L · CIK 0001698053 · Executive Co-Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,723

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $106.92 to $107.86 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

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February 20, 2026 Filed Feb 24, 2026 21:07 UTC
Hirsch Erik R.Director · Co-Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 9,225 $107.13 $988,260.41
Disclosure

SEC source: 0001628280-26-011070 · wk-form4_1771967257.xml · nonDerivative · entry 1

Hirsch Erik R. · CIK 0001698098 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,494

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $106.71 to $107.26 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

F3 · balance_after: Since the date of the Reporting Person's last ownership report, Reporting Person transferred 59,006 shares of Class A Common Stock and 300,000 shares of Class B common stock of the Issuer to his ex-spouse pursuant to a domestic relations order. The Reporting Person no longer reports as beneficially owned any securities owned by his ex-spouse.

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February 20, 2026 Filed Feb 24, 2026 21:06 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
PurchaseClass A Common Stock 2,325 $107.53 $250,011.44
Disclosure

SEC source: 0001628280-26-011063 · wk-form4_1771967199.xml · nonDerivative · entry 3

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,761

F3 · price: The price reported in Column 4 is a weighted average price. These shares of Class A common stock, $0.001 par value per share (the "Class A Common Stock") were purchased in multiple transactions at prices ranging from $107.485 to $107.61 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price within the range set forth in this footnote.

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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February 06, 2026 Filed Feb 9, 2026 21:35 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
GiftClass A Common Stock 14,375 $0.00 $0.00
Disclosure

SEC source: 0001698040-26-000002 · wk-form4_1770672906.xml · nonDerivative · entry 2

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,328,822

F1 · kind: These transactions involve a gift from the trust to the reporting person.

F3 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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February 06, 2026 Filed Feb 9, 2026 21:35 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
GiftClass A Common Stock 14,375 $0.00 $0.00
Disclosure

SEC source: 0001698040-26-000002 · wk-form4_1770672906.xml · nonDerivative · entry 1

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · kind: These transactions involve a gift from the trust to the reporting person.

F2 · ownership.nature: These securities were held in trust for the benefit of the reporting person.

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December 31, 2025 Filed Feb 24, 2026 21:06 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
GrantClass A Common Stock 46 $114.16 $5,251.36
Disclosure

SEC source: 0001628280-26-011063 · wk-form4_1771967199.xml · nonDerivative · entry 2

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,436

F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d).

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

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December 31, 2025 Filed Mar 17, 2026 22:57 UTC
Carl Drew ThomasChief Accounting Officer
GrantClass A Common Stock 46 $114.16 $5,251.36
Disclosure

SEC source: 0001433642-26-000011 · wk-form4_1773788237.xml · nonDerivative · entry 1

Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,263

F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d).

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
November 07, 2025 Filed Nov 11, 2025 01:20 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 3,992 $130.87 $522,433.04
Disclosure

SEC source: 0001433642-25-000119 · wk-form4_1762824046.xml · nonDerivative · entry 2

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,314,447

F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $130.53 to $131.26, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares acquired at each separate price within the ranges set forth in this footnote.

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November 07, 2025 Filed Nov 11, 2025 01:20 UTC
Delgado-Moreira JuanDirector · Co-Chief Executive Officer · 10% owner
PurchaseClass A Common Stock 4,008 $129.84 $520,398.72
Disclosure

SEC source: 0001433642-25-000119 · wk-form4_1762824046.xml · nonDerivative · entry 1

Delgado-Moreira Juan · CIK 0001698040 · Director · Co-Chief Executive Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,310,455

F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $129.50 to $130.43, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares acquired at each separate price within the ranges set forth in this footnote.

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September 30, 2025 Filed Feb 24, 2026 21:06 UTC
Kramer Andrea AnigatiChief Operating Officer · 10% owner
GrantClass A Common Stock 46 $114.57 $5,270.22
Disclosure

SEC source: 0001628280-26-011063 · wk-form4_1771967199.xml · nonDerivative · entry 1

Kramer Andrea Anigati · CIK 0001698324 · Chief Operating Officer · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,390

F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d).

F2 · balance_after: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.

Read SEC document
September 16, 2025 Filed Sep 18, 2025 17:00 UTC GrantClass A Common Stock 333 $0.00 $0.00
Disclosure

SEC source: 0001851033-25-000004 · wk-form4_1758229199.xml · nonDerivative · entry 1

Graves Reynoldo Vann · CIK 0001851033 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,681

F1 · shares: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's Amended and Restated 2017 Equity Incentive Plan in consideration of the reporting person's service on the board of directors of the Issuer. The shares vest one year from the transaction date.

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September 16, 2025 Filed Sep 18, 2025 20:57 UTC
Gavalis LydiaGeneral Counsel & Secretary
GrantPerformance Stock · Derivative 1,356 $0.00 $0.00
Disclosure

SEC source: 0001698058-25-000004 · wk-form4_1758229045.xml · derivative · entry 2

Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,356

Underlying: Class A Common Stock · 1,356 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of performance stock represents a contingent right to receive one share of Class A common stock of the Issuer. The performance stock vests at the end of the performance period if the Issuer's Class A common stock achieves a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2030.

F2 · derivative.exercise_date: Each share of performance stock represents a contingent right to receive one share of Class A common stock of the Issuer. The performance stock vests at the end of the performance period if the Issuer's Class A common stock achieves a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2030.

F2 · derivative.expiration_date: Each share of performance stock represents a contingent right to receive one share of Class A common stock of the Issuer. The performance stock vests at the end of the performance period if the Issuer's Class A common stock achieves a specified growth rate of TSR over the performance period. The performance period of the performance stock ends on September 16, 2030.

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September 16, 2025 Filed Sep 18, 2025 21:01 UTC
SEXTON O GRIFFITHDirector · 10% owner
GrantClass A Common Stock 1,331 $0.00 $0.00
Disclosure

SEC source: 0001338580-25-000004 · wk-form4_1758229292.xml · nonDerivative · entry 1

SEXTON O GRIFFITH · CIK 0001338580 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,852

F1 · shares: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's Amended and Restated 2017 Equity Incentive Plan in consideration of the reporting person's service on the board of directors of the Issuer. The shares vest one year from the transaction date.

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