Hamilton Lane (HLNE) Co-CEO adds 14,375 Class A shares
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 28,750 shares
Net Sell
3 txns
Insider
Delgado-Moreira Juan
Role
Co-Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock | 14,375 | $0.00 | $0.00 |
| Gift | Class A Common Stock | 14,375 | $0.00 | $0.00 |
| holding | Performance Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 0 shares (Indirect, By Trust);
Class A Common Stock — 1,328,822 shares (Direct);
Performance Stock — 544,000 shares (Direct)
Footnotes (4)
- F1. These transactions involve a gift from the trust to the reporting person.
- F2. These securities were held in trust for the benefit of the reporting person.
- F3. Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan.
- F4. 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, 2031.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Hamilton Lane (HLNE) report for its Co-CEO?
Hamilton Lane reported that Co-Chief Executive Officer Juan Delgado-Moreira received a gift of 14,375 Class A common shares from a trust. The transfer was coded as a gift transaction and moved shares from indirect trust ownership into his direct beneficial ownership.
What does the gift transaction code G mean in the Hamilton Lane (HLNE) Form 4?
Transaction code G on the Form 4 indicates a bona fide gift. In this case, a trust that held Class A common shares for the benefit of Juan Delgado-Moreira gifted 14,375 shares to him, shifting the position from indirect to direct beneficial ownership.
What performance stock holdings does the Hamilton Lane Co-CEO report?
Juan Delgado-Moreira reports 544,000 shares of performance stock held directly. Each performance stock share is a contingent right to receive one Class A common share if Hamilton Lane’s stock reaches a specified price during a performance period ending September 16, 2031.
What is the relationship of Juan Delgado-Moreira to Hamilton Lane (HLNE)?
Juan Delgado-Moreira is disclosed as a director, Co-Chief Executive Officer, and a member of a group that beneficially owns more than 10% of Hamilton Lane’s Class A common stock. This combination makes him both an executive and a significant beneficial owner.