Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hamilton Lane Alliance Holdings I, Inc.HLAHU · Entity 143868 | CFO and Treasurer | January 12, 2021 | January 12, 2021 |
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 Alliance Holdings I, Inc.
Report date January 12, 2021 · Filed January 12, 2021
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Hamilton Lane INC
Report date January 31, 2024 · Filed February 02, 2024
Section 16 reporting ended · disclosed 2024-02-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,936 |
Ending reported balance
After 2024-01-31 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-09-29 · Grant · Acquired 68 · Balance 8,854 F1: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Row 2 · 2023-12-29 · Grant · Acquired 55 · Balance 8,909 F1: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Row 3 · 2024-01-31 · Tax withholding · Disposed 1,973 · Balance 6,936 F2: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards. |
| Performance StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-01-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-31 · Disposition to issuer · Disposed 6,522 · Balance 0 F3: Each share of performance stock represented a contingent right to receive one share of Class A common stock. The performance stock would have vested upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock would have ended on September 16, 2029. F4: The unvested performance stock was forfeited upon Mr. Varma's termination of service with the Issuer on January 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d).
F2: Shares delivered to the Issuer for the payment of withholding taxes due upon the vesting of previously granted restricted stock awards.
F3: Each share of performance stock represented a contingent right to receive one share of Class A common stock. The performance stock would have vested upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock would have ended on September 16, 2029.
F4: The unvested performance stock was forfeited upon Mr. Varma's termination of service with the Issuer on January 31, 2024.
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 |
|---|---|---|---|---|---|---|
| January 31, 2024 Filed Feb 2, 2024 21:09 UTC | Hamilton Lane INC HLNE · Entity 3823 | Disposition to issuerPerformance Stock · Derivative | 6,522 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-24-000004 · wk-form4_1706908169.xml · derivative · entry 4 Varma Atul · CIK 0001502623 · Senior Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,522 shares Expires not disclosed F3 · derivative.exercise_price: Each share of performance stock represented a contingent right to receive one share of Class A common stock. The performance stock would have vested upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock would have ended on September 16, 2029. F4 · shares: The unvested performance stock was forfeited upon Mr. Varma's termination of service with the Issuer on January 31, 2024. F3 · derivative.exercise_date: Each share of performance stock represented a contingent right to receive one share of Class A common stock. The performance stock would have vested upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock would have ended on September 16, 2029. F3 · derivative.expiration_date: Each share of performance stock represented a contingent right to receive one share of Class A common stock. The performance stock would have vested upon the Issuer's Class A common stock achieving a specified price per share. The performance period of the performance stock would have ended on September 16, 2029. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:09 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 1,973 | $117.90 | $232,616.70 |
DisclosureSEC source: 0001433642-24-000004 · wk-form4_1706908169.xml · nonDerivative · entry 3 Varma Atul · CIK 0001502623 · Senior Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,936 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 |
| December 29, 2023 Filed Feb 2, 2024 21:09 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 55 | $96.42 | $5,303.10 |
DisclosureSEC source: 0001433642-24-000004 · wk-form4_1706908169.xml · nonDerivative · entry 2 Varma Atul · CIK 0001502623 · Senior Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,909 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| September 29, 2023 Filed Feb 2, 2024 21:09 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 68 | $76.87 | $5,227.16 |
DisclosureSEC source: 0001433642-24-000004 · wk-form4_1706908169.xml · nonDerivative · entry 1 Varma Atul · CIK 0001502623 · Senior Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,854 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:05 UTC | Hamilton Lane INC HLNE · Entity 3823 | SaleClass A Common Stock | 459 | $92.25 | $42,342.75 |
DisclosureSEC source: 0001433642-23-000080 · wk-form4_1692389115.xml · nonDerivative · entry 3 Varma Atul · CIK 0001502623 · Senior Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,786 Read SEC document |
| June 30, 2023 Filed Aug 18, 2023 20:05 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 78 | $67.98 | $5,302.44 |
DisclosureSEC source: 0001433642-23-000080 · wk-form4_1692389115.xml · nonDerivative · entry 2 Varma Atul · CIK 0001502623 · Senior Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,245 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| March 31, 2023 Filed Aug 18, 2023 20:05 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 83 | $62.88 | $5,219.04 |
DisclosureSEC source: 0001433642-23-000080 · wk-form4_1692389115.xml · nonDerivative · entry 1 Varma Atul · CIK 0001502623 · Senior Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,167 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:08 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 3,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-23-000028 · wf-form4_167899731729415.xml · nonDerivative · entry 4 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,084 F3 · 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 20:08 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 516 | $64.76 | $33,416.16 |
DisclosureSEC source: 0001433642-23-000028 · wf-form4_167899731729415.xml · nonDerivative · entry 3 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,957 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 |
| December 30, 2022 Filed Mar 16, 2023 20:08 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 40 | $54.30 | $2,172.00 |
DisclosureSEC source: 0001433642-23-000028 · wf-form4_167899731729415.xml · nonDerivative · entry 2 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,473 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| September 30, 2022 Filed Mar 16, 2023 20:08 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 105 | $50.67 | $5,320.35 |
DisclosureSEC source: 0001433642-23-000028 · wf-form4_167899731729415.xml · nonDerivative · entry 1 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,433 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). 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: 0001433642-22-000052 · wf-form4_166370532578296.xml · derivative · entry 3 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,522 Underlying: Class A Common Stock · 6,522 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. 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. F2 · 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. F2 · 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 |
| June 30, 2022 Filed Sep 20, 2022 20:22 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 92 | $57.10 | $5,253.20 |
DisclosureSEC source: 0001433642-22-000052 · wf-form4_166370532578296.xml · nonDerivative · entry 2 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,328 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| March 31, 2022 Filed Sep 20, 2022 20:22 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 79 | $65.70 | $5,190.30 |
DisclosureSEC source: 0001433642-22-000052 · wf-form4_166370532578296.xml · nonDerivative · entry 1 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,236 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| March 14, 2022 Filed Mar 17, 2022 20:38 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 2,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001433642-22-000018 · wf-form4_164754948463970.xml · nonDerivative · entry 6 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,157 F3 · 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. F3 · 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 |
| March 14, 2022 Filed Mar 17, 2022 20:38 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 263 | $75.78 | $19,930.14 |
DisclosureSEC source: 0001433642-22-000018 · wf-form4_164754948463970.xml · nonDerivative · entry 5 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,187 F2 · 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 |
| December 31, 2021 Filed Mar 17, 2022 20:38 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 61 | $88.08 | $5,372.88 |
DisclosureSEC source: 0001433642-22-000018 · wf-form4_164754948463970.xml · nonDerivative · entry 4 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,450 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| September 30, 2021 Filed Mar 17, 2022 20:38 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 73 | $72.10 | $5,263.30 |
DisclosureSEC source: 0001433642-22-000018 · wf-form4_164754948463970.xml · nonDerivative · entry 3 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,389 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| June 30, 2021 Filed Mar 17, 2022 20:38 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 68 | $77.45 | $5,266.60 |
DisclosureSEC source: 0001433642-22-000018 · wf-form4_164754948463970.xml · nonDerivative · entry 2 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,316 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| March 31, 2021 Filed Mar 17, 2022 20:38 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 70 | $75.28 | $5,269.60 |
DisclosureSEC source: 0001433642-22-000018 · wf-form4_164754948463970.xml · nonDerivative · entry 1 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,248 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| March 14, 2021 Filed Mar 16, 2021 20:56 UTC | Hamilton Lane INC HLNE · Entity 3823 | Tax withholdingClass A Common Stock | 74 | $87.10 | $6,445.40 |
DisclosureSEC source: 0001433642-21-000056 · wf-form4_161592815359256.xml · nonDerivative · entry 4 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178 F3 · 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, 2021 Filed Mar 16, 2021 20:56 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 2,239 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001433642-21-000056 · wf-form4_161592815359256.xml · nonDerivative · entry 3 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,252 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. F2 · 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 |
| December 31, 2020 Filed Mar 16, 2021 20:56 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 80 | $66.34 | $5,307.20 |
DisclosureSEC source: 0001433642-21-000056 · wf-form4_161592815359256.xml · nonDerivative · entry 2 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| September 30, 2020 Filed Mar 16, 2021 20:56 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 96 | $54.90 | $5,270.40 |
DisclosureSEC source: 0001433642-21-000056 · wf-form4_161592815359256.xml · nonDerivative · entry 1 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933 F1 · kind: These shares were acquired pursuant to the Issuer's Employee Share Purchase Plan in a transaction that was exempt under Rule 16b-3(d). Read SEC document |
| March 14, 2020 Filed Mar 17, 2020 21:44 UTC | Hamilton Lane INC HLNE · Entity 3823 | GrantClass A Common Stock | 837 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001433642-20-000025 · wf-form4_158448142543753.xml · nonDerivative · entry 1 Varma Atul · CIK 0001502623 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.