person · Reporting owner

Devlin Tara

Disclosed activity across 1 company

Tapewire entity: 153527
SEC CIK: 0001698396

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Hamilton Lane INCHLNE · Entity 3823	10% owner	November 22, 2019	November 26, 2019

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Hamilton Lane INC

Report date November 22, 2019 · Filed November 26, 2019

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	32,620	Reported balance After 2019-11-22 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2019-11-22 · Sale · Disposed 10,000 · Balance 32,620 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.12 to $55.96. 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. F2: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary.
Class A Common StockSEC Table I · non-derivative	Direct	32,763	Reported balance After 2019-03-29 transaction · row 2 Account or security details depend on footnotes; rows are not merged. 1 source row Row 2 · 2019-03-29 · Grant · Acquired 143 · Balance 32,763 F3: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rules 16b-3(c) and 16b-3(d). F2: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary.
Class A Common StockSEC Table I · non-derivative	Direct	32,871	Reported balance After 2019-06-28 transaction · row 3 Account or security details depend on footnotes; rows are not merged. 1 source row Row 3 · 2019-06-28 · Grant · Acquired 108 · Balance 32,871 F3: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rules 16b-3(c) and 16b-3(d). F2: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary.
Class A Common StockSEC Table I · non-derivative	Direct	32,981	Reported balance After 2019-09-30 transaction · row 4 Account or security details depend on footnotes; rows are not merged. 1 source row Row 4 · 2019-09-30 · Grant · Acquired 110 · Balance 32,981 F3: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rules 16b-3(c) and 16b-3(d). F2: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary.
Class A Common StockSEC Table I · non-derivative	IndirectSee footnote	250	Reported balance Holding disclosure · report date 2019-11-22 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 250 F4: Consists of shares of Class A common stock held by the reporting person's son, who shares the reporting person's household. The reporting person disclaims beneficial ownership of the shares held by her son, and this report should not be deemed an admission that she is the beneficial owner of these shares for purposes of Section 16 or any other purpose.
Class B Common StockSEC Table I · non-derivative	Direct	173,441	Reported balance Holding disclosure · report date 2019-11-22 · row 6 Holding and transaction disclosures are not merged. 1 source row Row 6 · Balance 173,441 F5: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. Total number of shares of Class B common stock are held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary.
Class B UnitsSEC Table II · derivative / convertible security	IndirectSee footnote	173,441	Reported balance Holding disclosure · report date 2019-11-22 · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · Balance 173,441 F6: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F7: Held on behalf of the reporting person by HL Management Investors, LLC through a family trust of which the reporting person is the settlor, trustee and a beneficiary.
Class C UnitsSEC Table II · derivative / convertible security	IndirectSee footnote	214,767	Reported balance Holding disclosure · report date 2019-11-22 · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · Balance 214,767 F6: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F7: Held on behalf of the reporting person by HL Management Investors, LLC through a family trust of which the reporting person is the settlor, trustee and a beneficiary.

Filing footnotes · ownership attribution and instrument terms

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.12 to $55.96. 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.

F2: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary.

F3: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rules 16b-3(c) and 16b-3(d).

F4: Consists of shares of Class A common stock held by the reporting person's son, who shares the reporting person's household. The reporting person disclaims beneficial ownership of the shares held by her son, and this report should not be deemed an admission that she is the beneficial owner of these shares for purposes of Section 16 or any other purpose.

F5: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. Total number of shares of Class B common stock are held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary.

F6: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date.

F7: Held on behalf of the reporting person by HL Management Investors, LLC through a family trust of which the reporting person is the settlor, trustee and a beneficiary.

Transaction history

JSON API

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	Company	Activity / security	Shares / units	Reported price	Reported value	Details
November 22, 2019 Filed Nov 26, 2019 21:10 UTC	Hamilton Lane INC HLNE · Entity 3823	SaleClass A Common Stock	10,000	$55.57	$555,700.00	Disclosure SEC source: 0001433642-19-000147 · wf-form4_157480260619392.xml · nonDerivative · entry 1 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,620 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.12 to $55.96. 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. F2 · balance_after: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
September 30, 2019 Filed Nov 26, 2019 21:10 UTC	Hamilton Lane INC HLNE · Entity 3823	GrantClass A Common Stock	110	$48.42	$5,326.20	Disclosure SEC source: 0001433642-19-000147 · wf-form4_157480260619392.xml · nonDerivative · entry 4 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,981 F3 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rules 16b-3(c) and 16b-3(d). F2 · balance_after: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
June 28, 2019 Filed Nov 26, 2019 21:10 UTC	Hamilton Lane INC HLNE · Entity 3823	GrantClass A Common Stock	108	$48.50	$5,238.00	Disclosure SEC source: 0001433642-19-000147 · wf-form4_157480260619392.xml · nonDerivative · entry 3 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,871 F3 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rules 16b-3(c) and 16b-3(d). F2 · balance_after: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
March 29, 2019 Filed Nov 26, 2019 21:10 UTC	Hamilton Lane INC HLNE · Entity 3823	GrantClass A Common Stock	143	$37.04	$5,296.72	Disclosure SEC source: 0001433642-19-000147 · wf-form4_157480260619392.xml · nonDerivative · entry 2 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,763 F3 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rules 16b-3(c) and 16b-3(d). F2 · balance_after: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
March 14, 2019 Filed Mar 18, 2019 22:31 UTC	Hamilton Lane INC HLNE · Entity 3823	Tax withholdingClass A Common Stock	1,331	$43.55	$57,965.05	Disclosure SEC source: 0001433642-19-000039 · wf-form4_155294825492679.xml · nonDerivative · entry 3 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,620 F4 · 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: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
March 14, 2019 Filed Mar 18, 2019 22:31 UTC	Hamilton Lane INC HLNE · Entity 3823	SaleClass A Common Stock	10,000	$43.04	$430,400.00	Disclosure SEC source: 0001433642-19-000039 · wf-form4_155294825492679.xml · nonDerivative · entry 2 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,951 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.00 to $43.20. 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. F2 · balance_after: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
March 14, 2019 Filed Mar 18, 2019 22:31 UTC	Hamilton Lane INC HLNE · Entity 3823	GrantClass A Common Stock	5,052	Not disclosed	Not disclosed	Disclosure SEC source: 0001433642-19-000039 · wf-form4_155294825492679.xml · nonDerivative · entry 1 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,951 F1 · kind: Shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The shares vest in four equal annual installments. F1 · price: Shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The shares vest in four equal annual installments. F2 · balance_after: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
September 17, 2018 Filed Sep 19, 2018 21:03 UTC	Hamilton Lane INC HLNE · Entity 3823	OtherClass C Units · Derivative	14,105	$47.26	$666,602.30	Disclosure SEC source: 0001433642-18-000090 · wf-form4_153739097970953.xml · derivative · entry 4 Devlin Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 214,767 Underlying: Class A Common Stock · 14,105 shares Expires not disclosed F4 · derivative.exercise_price: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering (the "Exchange Agreement"), the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F5 · kind: The reporting person exchanged Class C Units with the Issuer pursuant to the Exchange Agreement. At the Issuer's election, the exchange was settled in cash. F4 · derivative.exercise_date: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering (the "Exchange Agreement"), the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F4 · derivative.expiration_date: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering (the "Exchange Agreement"), the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F6 · ownership.nature: Held on behalf of the reporting person by HL Management Investors, LLC. Read SEC document
March 14, 2018 Filed Mar 16, 2018 20:32 UTC	Hamilton Lane INC HLNE · Entity 3823	Tax withholdingClass A Common Stock	823	$38.07	$31,331.61	Disclosure SEC source: 0001698324-18-000018 · wf-form4_152123232477028.xml · nonDerivative · entry 2 Blackburn Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,899 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: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
March 14, 2018 Filed Mar 16, 2018 20:32 UTC	Hamilton Lane INC HLNE · Entity 3823	GrantClass A Common Stock	5,911	Not disclosed	Not disclosed	Disclosure SEC source: 0001698324-18-000018 · wf-form4_152123232477028.xml · nonDerivative · entry 1 Blackburn Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,722 F1 · kind: Shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The shares vest in four equal annual installments. F1 · price: Shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The shares vest in four equal annual installments. F2 · balance_after: Total number of shares includes shares of Class A common stock held through a family trust of which the reporting person is the settlor, trustee, and a beneficiary. Read SEC document
March 05, 2018 Filed Mar 8, 2018 00:35 UTC	Hamilton Lane INC HLNE · Entity 3823	OtherClass C Units · Derivative	180,000	$32.79	$5,902,200.00	Disclosure SEC source: 0001698396-18-000001 · wf-form4_152046928989437.xml · derivative · entry 4 Blackburn Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 228,872 Underlying: Class A Common Stock · 180,000 shares Expires not disclosed F4 · derivative.exercise_price: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering (the "Exchange Agreement"), the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F5 · kind: The reporting person exchanged Class C Units with the Issuer pursuant to the Exchange Agreement. At the Issuer's election, the exchange was settled in cash. F4 · derivative.exercise_date: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering (the "Exchange Agreement"), the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F4 · derivative.expiration_date: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering (the "Exchange Agreement"), the Class B Units and Class C Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units and Class C Units of HLA do not have an expiration date. F6 · ownership.nature: Held on behalf of the reporting person by HL Management Investors, LLC. Read SEC document
March 28, 2017 Filed Mar 30, 2017 20:21 UTC	Hamilton Lane INC HLNE · Entity 3823	Tax withholdingClass A Common Stock	2,131	$18.79	$40,041.49	Disclosure SEC source: 0001433642-17-000052 · wf-form4_149090526786816.xml · nonDerivative · entry 1 Blackburn Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,269 F1 · kind: Shares delivered to the issuer for the payment of witholding taxes due upon the vesting of restricted stock previously granted. Read SEC document
March 28, 2017 Filed Apr 3, 2017 20:58 UTC Amendment	Hamilton Lane INC HLNE · Entity 3823	Tax withholdingClass A Common Stock	3,134	$18.79	$58,887.86	Disclosure SEC source: 0001433642-17-000073 · wf-form4a_149125307949107.xml · nonDerivative · entry 1 Blackburn Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,266 F1 · kind: Shares delivered to the issuer for the payment of witholding taxes due upon the vesting of restricted stock previously granted. F2 · shares: Due to an administrative error, the number of shares of Class A common stock reported as delivered to the issuer for payment of witholding taxes in the original Form 4 filing on March 30, 2017 was underreported. This amendment is being filed solely to correct the affected line in Table I. F2 · balance_after: Due to an administrative error, the number of shares of Class A common stock reported as delivered to the issuer for payment of witholding taxes in the original Form 4 filing on March 30, 2017 was underreported. This amendment is being filed solely to correct the affected line in Table I. Read SEC document
March 14, 2017 Filed Mar 16, 2017 22:09 UTC	Hamilton Lane INC HLNE · Entity 3823	GrantRestricted Class A Common Stock	9,580	Not disclosed	Not disclosed	Disclosure SEC source: 0001698324-17-000015 · wf-form4_148970217044403.xml · nonDerivative · entry 1 Blackburn Tara · CIK 0001698396 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,695 F1 · shares: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The shares vest in four equal annual installments. F1 · price: Represents the number of shares issued to the reporting person pursuant to an award of restricted stock under the Issuer's 2017 Equity Incentive Plan. The shares vest in four equal annual installments. 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.