Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HOULIHAN LOKEY, INC.HLI · Entity 3553 | Director | May 21, 2026 | May 21, 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 May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 6,529 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 996 · Balance 6,529 |
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 21, 2026 Filed May 21, 2026 21:43 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 996 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-26-000039 · wk-form4_1779399810.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,529 Read SEC document |
| July 14, 2025 Filed Jul 14, 2025 20:12 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $191.65 | $38,330.00 |
DisclosureSEC source: 0001302215-25-000076 · wk-form4_1752523946.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,533 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 20:27 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $174.37 | $34,874.00 |
DisclosureSEC source: 0001302215-25-000070 · wk-form4_1749846415.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,733 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:34 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-25-000064 · wk-form4_1748032432.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,933 Read SEC document |
| May 13, 2025 Filed May 13, 2025 21:16 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $178.46 | $35,692.00 |
DisclosureSEC source: 0001302215-25-000021 · wk-form4_1747170977.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,201 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| April 14, 2025 Filed Apr 14, 2025 20:41 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $154.41 | $30,882.00 |
DisclosureSEC source: 0001302215-25-000013 · wk-form4_1744663275.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,401 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| March 13, 2025 Filed Mar 13, 2025 21:13 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $158.27 | $31,654.00 |
DisclosureSEC source: 0001302215-25-000011 · wk-form4_1741900407.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,601 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| February 13, 2025 Filed Feb 15, 2025 01:11 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $178.97 | $35,794.00 |
DisclosureSEC source: 0001302215-25-000009 · wk-form4_1739581880.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,801 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| January 13, 2025 Filed Jan 13, 2025 21:25 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $165.63 | $33,126.00 |
DisclosureSEC source: 0001302215-25-000002 · wk-form4_1736803514.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,001 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 21:48 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $180.57 | $36,114.00 |
DisclosureSEC source: 0001302215-24-000125 · wk-form4_1734385714.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,201 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| November 13, 2024 Filed Nov 13, 2024 22:00 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $187.46 | $37,492.00 |
DisclosureSEC source: 0001302215-24-000119 · wk-form4_1731535200.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,401 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| October 14, 2024 Filed Oct 15, 2024 20:20 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $168.08 | $33,616.00 |
DisclosureSEC source: 0001302215-24-000104 · wk-form4_1729023597.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,601 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 21:21 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $152.28 | $30,456.00 |
DisclosureSEC source: 0001302215-24-000102 · wk-form4_1726262480.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,801 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| August 20, 2024 Filed Aug 20, 2024 21:12 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | SaleCLASS A COMMON STOCK | 200 | $152.49 | $30,498.00 |
DisclosureSEC source: 0001302215-24-000096 · wk-form4_1724188364.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,001 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 21, 2024. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:58 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-24-000037 · wk-form4_1716584323.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,201 Read SEC document |
| May 24, 2023 Filed May 25, 2023 23:11 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000057 · wf-form4_168505629047851.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,240 Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:30 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-22-000051 · wf-form4_165403258994770.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,130 Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:51 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-21-000052 · wf-form4_162223508463344.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,066 Read SEC document |
| May 28, 2020 Filed May 29, 2020 20:26 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-20-000082 · wf-form4_159078397055351.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,871 Read SEC document |
| November 15, 2019 Filed Nov 20, 2019 02:13 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 2,118 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-027634 · doc4.xml · nonDerivative · entry 1 Zucker Gillian Beth · CIK 0001794578 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,118 F1 · shares: Represents shares of restricted stock that vest in equal installments on the first, second and third anniversaries of the grant date, subject to continued service as an eligible director through such vesting date. 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.