Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HOULIHAN LOKEY, INC.HLI · Entity 3553 | Director | October 01, 2026 | October 03, 2026 |
| INSIGHT ENTERPRISES INCNSIT · Entity 3974 | Director | August 30, 2026 | September 01, 2026 |
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.
HOULIHAN LOKEY, INC.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 925 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 925 · Balance 925 F1: Represents grant of restricted Class A Common Stock which vests in substantially equal installments on each of the first, second, and third anniversaries of the grant date, subject to the Reporting Person's continued service with the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted Class A Common Stock which vests in substantially equal installments on each of the first, second, and third anniversaries of the grant date, subject to the Reporting Person's continued service with the Issuer.
INSIGHT ENTERPRISES INC
Report date August 30, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 917 |
Reported balance
After 2026-08-30 transaction · row 1
1 source rowRow 1 · 2026-08-30 · Exercise / conversion · Acquired 217 · Balance 917 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 217 |
Reported balance
After 2026-08-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-30 · Exercise / conversion · Acquired 217 · Balance 217 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F2: The restricted stock units were granted on August 30, 2024 with vesting to occur in three equal annual installments beginning August 30, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc.
F2: The restricted stock units were granted on August 30, 2024 with vesting to occur in three equal annual installments beginning August 30, 2025.
Transaction history
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:36 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantClass A Common Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-412479 · ownership.xml · nonDerivative · entry 1 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 925 F1 · price: Represents grant of restricted Class A Common Stock which vests in substantially equal installments on each of the first, second, and third anniversaries of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| August 30, 2026 Filed Sep 1, 2026 20:06 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Units · Derivative | 217 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-059787 · wk-form4_1788293178.xml · derivative · entry 2 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217 Underlying: Common Stock · 217 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 · security: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F2 · derivative.exercise_date: The restricted stock units were granted on August 30, 2024 with vesting to occur in three equal annual installments beginning August 30, 2025. F2 · derivative.expiration_date: The restricted stock units were granted on August 30, 2024 with vesting to occur in three equal annual installments beginning August 30, 2025. Read SEC document |
| August 30, 2026 Filed Sep 1, 2026 20:06 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 217 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-059787 · wk-form4_1788293178.xml · nonDerivative · entry 1 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 917 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. Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:25 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | GrantRestricted Stock Units · Derivative | 2,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-226877 · ownership.xml · derivative · entry 3 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,291 Underlying: Common Stock · 2,291 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F3 · derivative.exercise_date: The restricted stock units were granted on May 13, 2026 with vesting to occur in three equal annual installments beginning May 13, 2027. F3 · derivative.expiration_date: The restricted stock units were granted on May 13, 2026 with vesting to occur in three equal annual installments beginning May 13, 2027. Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:25 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Units · Derivative | 482 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-226877 · ownership.xml · derivative · entry 2 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 963 Underlying: Common Stock · 482 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: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F2 · derivative.exercise_date: The restricted stock units were granted on May 13, 2025 with vesting to occur in three equal annual installments beginning May 13, 2026. F2 · derivative.expiration_date: The restricted stock units were granted on May 13, 2025 with vesting to occur in three equal annual installments beginning May 13, 2026. Read SEC document |
| May 13, 2026 Filed May 15, 2026 20:25 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 482 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-226877 · ownership.xml · nonDerivative · entry 1 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700 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. Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:15 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionRestricted Stock Units · Derivative | 218 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002036282-25-000003 · ownership.xml · derivative · entry 2 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 434 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 · security: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F2 · derivative.exercise_date: The restricted stock units were granted on August 30, 2024 with vesting to occur in three equal annual installments beginning August 30, 2025. F2 · derivative.expiration_date: The restricted stock units were granted on August 30, 2024 with vesting to occur in three equal annual installments beginning August 30, 2025. Read SEC document |
| August 30, 2025 Filed Sep 2, 2025 21:15 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | Exercise / conversionCommon Stock | 218 | $0.00 | $0.00 |
DisclosureSEC source: 0002036282-25-000003 · ownership.xml · nonDerivative · entry 1 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218 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. Read SEC document |
| May 13, 2025 Filed May 15, 2025 21:44 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | GrantRestricted Stock Units · Derivative | 1,445 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-072898 · ownership.xml · derivative · entry 1 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,445 Underlying: Common Stock · 1,445 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F2 · derivative.exercise_date: The restricted stock units were granted on May 13, 2025, with vesting to occur in three equal annual installments beginning May 13, 2026. F2 · derivative.expiration_date: The restricted stock units were granted on May 13, 2025, with vesting to occur in three equal annual installments beginning May 13, 2026. Read SEC document |
| August 30, 2024 Filed Sep 5, 2024 21:52 UTC | INSIGHT ENTERPRISES INC NSIT · Entity 3974 | GrantRestricted Stock Units · Derivative | 652 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-104128 · ownership.xml · derivative · entry 1 Reichert Thomas · CIK 0002036282 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 652 Underlying: Common Stock · 652 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of Insight Enterprises, Inc. F2 · derivative.exercise_date: The restricted stock units were granted on August 30, 2024, with vesting to occur in three equal annual installments beginning August 30, 2025. F2 · derivative.expiration_date: The restricted stock units were granted on August 30, 2024, with vesting to occur in three equal annual installments beginning August 30, 2025. 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.