Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hamilton Lane INCHLNE · Entity 3823 | 10% owner | February 12, 2025 | February 14, 2025 |
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 February 12, 2025 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 213,648 |
Reported balance
After 2025-02-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-12 · Other · Disposed 25,000 · Balance 213,648 F1: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F2: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. |
| Class B UnitsSEC Table II · derivative / convertible security | Direct | 213,648 |
Reported balance
After 2025-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-02-12 · Other · Disposed 25,000 · Balance 213,648 F3: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units do not have an expiration date. F1: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash.
F2: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote.
F3: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units do not have an expiration date.
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 |
|---|---|---|---|---|---|---|
| February 12, 2025 Filed Feb 14, 2025 16:41 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Units · Derivative | 25,000 | $159.00 | $3,975,000.00 |
DisclosureSEC source: 0001628280-25-005782 · wk-form4_1739569272.xml · derivative · entry 2 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,648 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units do not have an expiration date. F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F3 · derivative.exercise_date: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units do not have an expiration date. F3 · derivative.expiration_date: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units do not have an expiration date. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 16:41 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Common Stock | 25,000 | $0.00 | $25.00 |
DisclosureSEC source: 0001628280-25-005782 · wk-form4_1739569272.xml · nonDerivative · entry 1 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,648 F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F2 · balance_after: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 17:29 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Units · Derivative | 50,000 | $108.00 | $5,400,000.00 |
DisclosureSEC source: 0001433642-24-000027 · wk-form4_1710192531.xml · derivative · entry 2 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,648 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F3 · derivative.exercise_date: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F3 · derivative.expiration_date: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 17:29 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Common Stock | 50,000 | $0.00 | $50.00 |
DisclosureSEC source: 0001433642-24-000027 · wk-form4_1710192531.xml · nonDerivative · entry 1 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,648 F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F2 · balance_after: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 16:47 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Units · Derivative | 25,000 | $70.09 | $1,752,250.00 |
DisclosureSEC source: 0001433642-20-000077 · wf-form4_159173563277741.xml · derivative · entry 2 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,648 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F3 · derivative.exercise_date: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F3 · derivative.expiration_date: Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 16:47 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Common Stock | 25,000 | $0.00 | $25.00 |
DisclosureSEC source: 0001433642-20-000077 · wf-form4_159173563277741.xml · nonDerivative · entry 1 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,648 F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F2 · balance_after: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 17:51 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Units · Derivative | 50,000 | $60.01 | $3,000,500.00 |
DisclosureSEC source: 0001433642-19-000132 · wf-form4_156867067065631.xml · derivative · entry 2 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,648 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F3 · derivative.exercise_date: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. F3 · derivative.expiration_date: Pursuant to an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering, the Class B Units of Hamilton Lane Advisors, L.L.C. ("HLA") are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units of HLA do not have an expiration date. Read SEC document |
| September 12, 2019 Filed Sep 16, 2019 17:51 UTC | Hamilton Lane INC HLNE · Entity 3823 | OtherClass B Common Stock | 50,000 | $0.00 | $50.00 |
DisclosureSEC source: 0001433642-19-000132 · wf-form4_156867067065631.xml · nonDerivative · entry 1 Giannini Nicole · CIK 0001761400 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,648 F1 · kind: The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash. F2 · balance_after: The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote. 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.