Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hamilton Lane INCHLNE · Entity 3823 | Chief Accounting Officer | September 16, 2026 | September 18, 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.
Hamilton Lane INC
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,924 |
Reported balance
After 2026-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 78 · Balance 1,924 F1: 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: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan. |
| Performance StockSEC Table II · derivative / convertible security | Direct | 2,226 |
Reported balance
After 2026-09-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-16 · Grant · Acquired 2,226 · Balance 2,226 F3: 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. |
| Performance StockSEC Table II · derivative / convertible security | Direct | 1,356 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,356 F4: 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, 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.
F3: 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.
F4: 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, 2030.
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 |
|---|---|---|---|---|---|---|
| September 16, 2026 Filed Sep 18, 2026 20:46 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantPerformance Stock · Derivative | 2,226 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 30, 2026 Filed Sep 18, 2026 20:46 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 78 | $67.01 | $5,226.78 |
DisclosureSEC 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 |
| May 29, 2026 Filed Jun 2, 2026 20:56 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 675 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 14, 2026 Filed Mar 17, 2026 22:57 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 85 | $96.85 | $8,232.25 |
DisclosureSEC 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. Read SEC document |
| December 31, 2025 Filed Mar 17, 2026 22:57 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 46 | $114.16 | $5,251.36 |
DisclosureSEC 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 |
| September 16, 2025 Filed Sep 18, 2025 20:54 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantPerformance Stock · Derivative | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001972135-25-000004 · wk-form4_1758228859.xml · derivative · entry 2 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 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. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 20:52 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 62 | $139.01 | $8,618.62 |
DisclosureSEC source: 0001433642-25-000034 · wk-form4_1742331156.xml · nonDerivative · entry 6 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,217 F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 20:52 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-25-000034 · wk-form4_1742331156.xml · nonDerivative · entry 5 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,279 F2 · 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. Read SEC document |
| December 31, 2024 Filed Mar 18, 2025 20:52 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 24 | $125.84 | $3,020.16 |
DisclosureSEC source: 0001433642-25-000034 · wk-form4_1742331156.xml · nonDerivative · entry 4 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 838 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). Read SEC document |
| September 30, 2024 Filed Mar 18, 2025 20:52 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 20 | $143.13 | $2,862.60 |
DisclosureSEC source: 0001433642-25-000034 · wk-form4_1742331156.xml · nonDerivative · entry 3 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 814 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). Read SEC document |
| June 28, 2024 Filed Mar 18, 2025 20:52 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 25 | $105.04 | $2,626.00 |
DisclosureSEC source: 0001433642-25-000034 · wk-form4_1742331156.xml · nonDerivative · entry 2 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794 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). Read SEC document |
| March 29, 2024 Filed Mar 18, 2025 20:52 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 21 | $95.85 | $2,012.85 |
DisclosureSEC source: 0001433642-25-000034 · wk-form4_1742331156.xml · nonDerivative · entry 1 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 769 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). Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 21:03 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 16 | $107.80 | $1,724.80 |
DisclosureSEC source: 0001433642-24-000046 · wk-form4_1710795804.xml · nonDerivative · entry 3 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748 F3 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 21:03 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-24-000046 · wk-form4_1710795804.xml · nonDerivative · entry 2 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 764 F2 · 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. Read SEC document |
| December 29, 2023 Filed Mar 18, 2024 21:03 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 25 | $96.42 | $2,410.50 |
DisclosureSEC source: 0001433642-24-000046 · wk-form4_1710795804.xml · nonDerivative · entry 1 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228 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). Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 21:14 UTC | Hamilton Lane INC HLNE · Entity 3823 | SaleClass A Common Stock | 500 | $90.00 | $45,000.00 |
DisclosureSEC source: 0001433642-23-000102 · wk-form4_1699996436.xml · nonDerivative · entry 3 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203 Read SEC document |
| September 29, 2023 Filed Nov 14, 2023 21:14 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 27 | $76.87 | $2,075.49 |
DisclosureSEC source: 0001433642-23-000102 · wk-form4_1699996436.xml · nonDerivative · entry 2 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 703 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). Read SEC document |
| June 30, 2023 Filed Nov 14, 2023 21:14 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 12 | $67.98 | $815.76 |
DisclosureSEC source: 0001433642-23-000102 · wk-form4_1699996436.xml · nonDerivative · entry 1 Carl Drew Thomas · CIK 0001972135 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 676 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). 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.