Hamilton Lane (HLNE) Co-CEO adds 14,375 Class A shares
Filing Impact
Filing Sentiment
Form Type
4
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
28,750 shares gifted
Mixed
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 | -- |
| Gift | Class A Common Stock | 14,375 | $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 (1)
- These transactions involve a gift from the trust to the reporting person. These securities were held in trust for the benefit of the reporting person. Includes unvested restricted stock granted under the Issuer's 2017 Equity Incentive Plan. 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.
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.