Welcome to our dedicated page for Hamilton Lane SEC filings (Ticker: HLNE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Hamilton Lane Incorporated (Nasdaq: HLNE) files a range of documents with the U.S. Securities and Exchange Commission in connection with its role as a public company and private markets investment manager. This page provides access to those SEC filings, along with AI-powered tools that help explain the contents and highlight key points for investors.
Among the filings available are current reports on Form 8-K, where Hamilton Lane discloses material events such as quarterly financial results, amendments to loan agreements, registered offerings of Class A common stock, annual meeting voting outcomes and significant corporate actions. These filings give insight into the company’s financial reporting, capital structure changes and financing arrangements.
Investors can also review proxy materials on Schedule 14A, which describe the annual meeting agenda, director elections, advisory votes on executive compensation, auditor ratification and elements of the company’s governance framework. The proxy statement includes information on board structure, committees, related-party arrangements and equity compensation plans.
Through this page, users can locate Hamilton Lane’s annual reports on Form 10-K and quarterly reports on Form 10-Q (when available), which provide detailed discussions of the firm’s private markets investment management business, risk factors and financial statements. In addition, Form 4 and other ownership-related filings can be consulted to monitor insider transactions and equity holdings of directors and officers.
The platform supplements these documents with AI-generated summaries and highlights, helping readers quickly understand the purpose of each filing, the main items disclosed and how they relate to Hamilton Lane’s operations in private markets. Real-time updates from the SEC’s EDGAR system ensure that new filings appear promptly, while structured access makes it easier to navigate the company’s regulatory history.
Hamilton Lane Inc. director David J. Berkman reported an indirect open-market purchase of Class A Common Stock. A family trust named The 2006 Berkman Trust for David J. Berkman Family bought 10,000 shares at $101 per share, resulting in indirect ownership of 10,000 shares. Separately, Berkman is shown with 25,000 shares of Class A Common Stock held directly after the reported transactions.
Hamilton Lane Inc. director and Co-CEO Erik R. Hirsch purchased 9,225 shares of Class A common stock in an open-market transaction at a weighted average price of
Separately, 809,781 Class B Units of Hamilton Lane Advisors, L.L.C. are held on his behalf by HL Management Investors, LLC; each unit is exchangeable on a one-for-one basis for Class A common stock or, at the issuer’s election, cash, and has no expiration date. A corresponding 809,781 shares of Class B common stock, which carry ten votes per share but limited economic value, remain outstanding in connection with these units.
Hamilton Lane Inc. Co-CEO Juan Delgado-Moreira bought additional shares of the company’s stock. On Class A common stock, he made two open-market purchases totaling 9,225 shares at weighted average prices of $107.1024 and $107.5798 per share, increasing his direct holdings to 1,338,047 Class A shares. He also holds 544,000 shares of performance stock, each representing a contingent right to one Class A share that vests only if the stock reaches specified price targets before the performance period ends on September 16, 2031.
Hamilton Lane Inc. COO Andrea Anigati Kramer reported an open-market purchase of 2,325 shares of Class A common stock at a weighted average price of
Hamilton Lane Inc. Executive Co-Chairman and 10% owner Mario L. Giannini purchased 9,225 shares of Class A common stock in open-market transactions at a weighted average price of
The filing also updates indirect holdings of 1,312,331 Class B units and corresponding Class B common shares, which provide enhanced voting rights and, under an exchange agreement, are exchangeable on a one-for-one basis into Class A common stock or cash at the issuer’s election.
Hamilton Lane Incorporated has begun buying back its Class A common stock under a previously authorized repurchase program. The program allows repurchases of up to 6% of the outstanding Class A shares as of the original 2018 authorization date, with a cap of
Repurchases may occur over time through open-market purchases or privately negotiated transactions, depending on market conditions and other factors. Before starting these transactions on
Hamilton Lane Inc. Co-CEO Juan Delgado-Moreira reported an internal transfer of Class A common stock involving a trust. On February 6, 2026, a trust holding shares for his benefit transferred a gift of 14,375 Class A shares to him. After this gift, he directly beneficially owns 1,328,822 Class A shares, which includes unvested restricted stock granted under the 2017 Equity Incentive Plan. He also directly holds 544,000 shares of performance stock, each representing a contingent right to receive one Class A share if a specified share price is achieved before the performance period ends on September 16, 2031.
Hamilton Lane Incorporated reported solid growth for the quarter ended December 31, 2025, with total revenues rising to $198,589,000 from $168,261,000 and net income attributable to Hamilton Lane increasing to $58,372,000 from $52,972,000 a year earlier. Management and advisory fees grew to $153,177,000, driven mainly by specialized funds and customized separate accounts, while incentive fees increased to $45,412,000. Diluted earnings per Class A share improved to $1.37 from $1.32, and dividends declared per Class A share rose to $0.54 from $0.49.
The company ended the quarter with total assets of $2,170,813,000, cash and cash equivalents of $338,504,000 and total equity of $1,326,051,000. Operating cash flow was strong at $321,944,000 for the nine months, supporting higher retained earnings and continued dividend payments.
Hamilton Lane also executed several notable transactions, including amending its 2022 multi-draw term loan, selling a consolidated fund for $92,278,000 in cash, and entering a long-term strategic partnership with Guardian involving management of a nearly $5 billion private equity portfolio and planned annual commitments of approximately $500,000,000 over 10 years, supported by a warrant for up to 400,000 Class A shares.
Hamilton Lane Incorporated filed a current report to let investors know it has released its financial results for the third fiscal quarter ended December 31, 2025. The company issued a press release and a detailed presentation on February 3, 2026, and attached them as an exhibit.
The materials are provided for informational purposes and are expressly described as being “furnished” rather than “filed,” which limits how they are treated under securities laws. This filing mainly serves to formally make the earnings information and accompanying presentation available to the market.
Hamilton Lane (HLNE) insider activity: Co-Chief Executive Officer, Director and 10% owner reported open-market purchases of Class A common stock on 11/07/2025. The filing lists two transactions: 4,008 shares at a weighted average price of $129.84 and 3,992 shares at a weighted average price of $130.87. Following these trades, the reporting person directly owned 1,314,447 Class A shares.
The filing also notes indirect ownership of 14,375 Class A shares held by a trust. In addition, 544,000 shares of performance stock were beneficially owned; each represents a contingent right to one Class A share, with vesting tied to the stock achieving a specified price, and a performance period ending on September 16, 2031.