Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hamilton Lane INCHLNE · Entity 3823 | General Counsel & Secretary | May 29, 2026 | June 02, 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 May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,028 |
Reported balance
After 2026-05-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 1,139 · Balance 34,028 F1: 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: Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan. |
| Performance StockSEC Table II · derivative / convertible security | Direct | 1,356 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,356 F3: Each share of performance stock represents a contingent right to receive one share of 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. |
| Performance StockSEC Table II · derivative / convertible security | Direct | 6,522 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,522 F4: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests upon the Issuer's Class A Shares achieving a specified price per share. The performance period of the performance stock ends on September 16, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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 share of 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.
F4: Each share of performance stock represents a contingent right to receive one Class A Share. The performance stock vests upon the Issuer's Class A Shares achieving a specified price per share. The performance period of the performance stock ends on September 16, 2029.
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 |
|---|---|---|---|---|---|---|
| May 29, 2026 Filed Jun 2, 2026 20:45 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 1,139 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 14, 2026 Filed Mar 17, 2026 22:50 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 549 | $96.85 | $53,170.65 |
DisclosureSEC 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. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:57 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantPerformance Stock · Derivative | 1,356 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 20:50 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 613 | $139.01 | $85,213.13 |
DisclosureSEC source: 0001433642-25-000032 · wk-form4_1742331021.xml · nonDerivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,438 F2 · 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 20:50 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-25-000032 · wk-form4_1742331021.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,051 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. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 21:18 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 627 | $107.80 | $67,590.60 |
DisclosureSEC source: 0001433642-24-000055 · wk-form4_1710796715.xml · nonDerivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,840 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 21:18 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 1,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-24-000055 · wk-form4_1710796715.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,467 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. F2 · balance_after: The reporting person's prior Form 4 overstated her holdings by one share. The correction is reflected in the total reported here. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:09 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 2,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-23-000031 · wf-form4_167899737901441.xml · nonDerivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,848 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 |
| March 14, 2023 Filed Mar 16, 2023 20:09 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 631 | $64.76 | $40,863.56 |
DisclosureSEC source: 0001433642-23-000031 · wf-form4_167899737901441.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,300 F1 · 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 |
| September 16, 2022 Filed Sep 20, 2022 20:22 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantPerformance Stock · Derivative | 6,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-22-000051 · wf-form4_166370531032930.xml · derivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,522 Underlying: Class A Common Stock · 6,522 shares Expires not disclosed F1 · derivative.exercise_price: Each share of performance stock represents a contingent right to receive one share of Class A common stock. The performance stock vests upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock ends on September 16, 2029. F1 · derivative.exercise_date: Each share of performance stock represents a contingent right to receive one share of Class A common stock. The performance stock vests upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock ends on September 16, 2029. F1 · derivative.expiration_date: Each share of performance stock represents a contingent right to receive one share of Class A common stock. The performance stock vests upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock ends on September 16, 2029. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 20:18 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 2,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-22-000013 · wf-form4_164746190843286.xml · nonDerivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,931 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 |
| March 14, 2022 Filed Mar 16, 2022 20:18 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 637 | $75.78 | $48,271.86 |
DisclosureSEC source: 0001433642-22-000013 · wf-form4_164746190843286.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,753 F1 · 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, 2021 Filed Mar 16, 2021 20:57 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 533 | $87.10 | $46,424.30 |
DisclosureSEC source: 0001433642-21-000058 · wf-form4_161592820133694.xml · nonDerivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,390 F2 · 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, 2021 Filed Mar 16, 2021 20:57 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 1,292 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001433642-21-000058 · wf-form4_161592820133694.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,923 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. Read SEC document |
| August 22, 2020 Filed Aug 25, 2020 20:06 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 511 | $69.82 | $35,678.02 |
DisclosureSEC source: 0001433642-20-000096 · wf-form4_159838599529192.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,631 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock award. Read SEC document |
| March 14, 2020 Filed Mar 17, 2020 21:45 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 345 | $58.26 | $20,099.70 |
DisclosureSEC source: 0001433642-20-000029 · wf-form4_158448152016163.xml · nonDerivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,142 F2 · 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, 2020 Filed Mar 17, 2020 21:45 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 1,802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001433642-20-000029 · wf-form4_158448152016163.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,487 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. Read SEC document |
| August 22, 2019 Filed Aug 22, 2019 20:15 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 509 | $56.56 | $28,789.04 |
DisclosureSEC source: 0001433642-19-000088 · wf-form4_156650492428833.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,685 F1 · kind: Shares delivered to the issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock award. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 22:39 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 186 | $43.55 | $8,100.30 |
DisclosureSEC source: 0001433642-19-000051 · wf-form4_155294873563483.xml · nonDerivative · entry 2 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,194 F2 · 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, 2019 Filed Mar 18, 2019 22:39 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 2,239 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001433642-19-000051 · wf-form4_155294873563483.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,380 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. Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 20:40 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 509 | $46.34 | $23,587.06 |
DisclosureSEC source: 0001433642-18-000050 · wf-form4_153505683699993.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,141 F1 · 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, 2018 Filed Mar 16, 2018 20:33 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 2,595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001698324-18-000022 · wf-form4_152123241576709.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,650 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 restricted Class A common stock previously reported on Form 4. Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 20:47 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 744 | $22.51 | $16,747.44 |
DisclosureSEC source: 0001433642-17-000107 · wf-form4_150360760664816.xml · nonDerivative · entry 1 Gavalis Lydia · CIK 0001698058 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,678 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.