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 | 969 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 476 · Balance 969 |
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 | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001302215-26-000036 · wk-form4_1779399789.xml · nonDerivative · entry 1 Mund Ronald Scott · CIK 0002090983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 969 Read SEC document |
| October 01, 2025 Filed Oct 14, 2025 10:15 UTC | HOULIHAN LOKEY, INC. HLI · Entity 3553 | GrantClass A Common Stock | 483 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-237890 · ownership.xml · nonDerivative · entry 1 Mund Ronald Scott · CIK 0002090983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 483 F1 · security: Represents the award of restricted shares of Class A Common Stock under the Company's Amended and Restated 2016 Incentive Award Plan that vest in substantially equal installments on the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuing service through the applicable vesting date. F1 · price: Represents the award of restricted shares of Class A Common Stock under the Company's Amended and Restated 2016 Incentive Award Plan that vest in substantially equal installments on the first, second and third anniversaries of the grant date, subject to the Reporting Person's continuing service through the applicable 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.