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 | 6,424 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 797 · Balance 6,424 |
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 | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-26-000040 · wk-form4_1779399816.xml · nonDerivative · entry 1 Bassey Ekpedeme M · CIK 0001831152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,424 Read SEC document |
| May 22, 2025 Filed May 23, 2025 20:34 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-25-000065 · wk-form4_1748032446.xml · nonDerivative · entry 1 Bassey Ekpedeme M · CIK 0001831152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,627 Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:59 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-24-000039 · wk-form4_1716584354.xml · nonDerivative · entry 1 Bassey Ekpedeme M · CIK 0001831152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,064 Read SEC document |
| May 24, 2023 Filed May 25, 2023 23:09 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-23-000052 · wf-form4_168505618018000.xml · nonDerivative · entry 1 Bassey Ekpedeme M · CIK 0001831152 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,325 Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:32 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-22-000053 · wf-form4_165403274666385.xml · nonDerivative · entry 1 Bassey Ekpedeme M · CIK 0001831152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,312 Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:52 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-21-000053 · wf-form4_162223513692436.xml · nonDerivative · entry 1 Bassey Ekpedeme M · CIK 0001831152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,248 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 22:21 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantCLASS A COMMON STOCK | 1,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-030638 · doc4.xml · nonDerivative · entry 1 Bassey Ekpedeme M · CIK 0001831152 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,587 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.