Every Form 4 that Hamilton Lane Incorporated (HLNE) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HLNE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HLNE filings page.
Hamilton Lane Inc. (HLNE) reported that Chief Operating Officer Andrea Anigati Kramer received a grant of 22,252 shares of performance stock on September 16, 2026, each representing a contingent right to one Class A Share that vests based on total shareholder return or share-price hurdles with performance periods ending between 2029 and 2031. On the same date, 736 Class A Shares were delivered back to Hamilton Lane at $93.03 per share to cover withholding taxes on previously granted restricted stock awards, a non-market disposition. She also continues to hold multiple performance stock awards and indirect interests in Class B and Class C units of Hamilton Lane Advisors, L.L.C., which are exchangeable one-for-one into Class A Shares under an Exchange Agreement, and no Rule 10b5-1 trading plan is reported.
Hamilton Lane INC (HLNE) reported that Chief Financial Officer Jeffrey Brian Armbrister received a grant of 22,252 shares of performance stock on September 16, 2026, each representing a contingent right to one Class A common share, vesting based on total shareholder return (TSR) performance through September 16, 2031.
On the same date, 393 Class A shares were withheld and delivered to the issuer at $93.03 per share to pay withholding taxes on vesting restricted stock awards, leaving 12,565 Class A shares held directly. He also holds multiple outstanding performance stock awards tied to specified TSR or share-price hurdles with performance periods ending in 2029, 2030, and 2031.
Hamilton Lane Inc. (HLNE) reported that Chief Accounting Officer Carl Drew Thomas received new equity awards and made an employee share purchase. On September 16, 2026, he was granted 2,226 shares of performance stock, each representing a contingent right to receive one share of Class A common stock, vesting at the end of a performance period that runs through September 16, 2031 if the company’s Class A shares achieve a specified total shareholder return growth rate.
On June 30, 2026, he acquired 78 Class A shares at $67.01 per share under Hamilton Lane’s Employee Share Purchase Plan in a transaction exempt under Rule 16b-3(d), resulting in 1,924 Class A shares held directly, including unvested restricted stock granted under the 2017 Equity Incentive Plan. A separate performance stock position covers 1,356 underlying Class A shares with a performance period ending September 16, 2030. No Rule 10b5-1 trading plan is reported for these transactions.
Hamilton Lane INC (symbol: HLNE) is the issuer of record for a Form 4 filing submitted to the SEC. VARON LESLIE F reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc. (HLNE) reported that director Leslie F. Varon received an award of 977 shares of Class A common stock on September 16, 2026. The shares were issued as restricted stock under Hamilton Lane’s Amended and Restated 2017 Equity Incentive Plan and vest one year from the grant date. After this award, Varon directly holds 10,635 Class A shares.
Hamilton Lane INC (symbol: HLNE) is the issuer of record for a Form 4 filing submitted to the SEC. SEXTON O GRIFFITH reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc. (HLNE) director and more-than-10% beneficial owner O. Griffith Sexton received 1,953 shares of Class A common stock on September 16, 2026 as a restricted stock award under the company’s Amended and Restated 2017 Equity Incentive Plan for his board service; these shares vest one year from the grant date. Following this award, he holds 6,805 Class A shares directly, and also has significant indirect interests through multiple trusts, including Class B Units of Hamilton Lane Advisors, L.L.C. that are exchangeable on a one-for-one basis into Class A common stock, and Class B common stock that carries ten votes per share but only par-value economic rights.
Hamilton Lane INC (symbol: HLNE) is the issuer of record for a Form 4 filing submitted to the SEC. SCHMERTZLER MICHAEL reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc. (HLNE) director and more-than-10% beneficial owner Michael Schmertzler received an award of 977 shares of Class A common stock on September 16, 2026 as restricted stock for his board service, at a stated price of $0.00 per share. The award was granted under Hamilton Lane’s Amended and Restated 2017 Equity Incentive Plan and vests one year from the grant date. Schmertzler is also reported as holding 600,000 shares of Class B common stock directly and 600,000 Class B Units of Hamilton Lane Advisors, L.L.C. indirectly through HLA Investments, LLC, each Class B Unit being exchangeable one-for-one into Class A common stock or, at the issuer’s election, for cash. The Class B common stock carries ten votes per share but only par value on liquidation or exchange, and the Class B Units have no expiration date. No transactions were reported under a Rule 10b5-1 trading plan.
Hamilton Lane INC (HLNE) reports that Co-Chief Executive Officer Juan Delgado-Moreira made internal equity transfers on September 10, 2026. He gifted 50,000 Class A shares from his direct holdings to an entity wholly-owned by him and his spouse, which now holds those 50,000 shares indirectly for him. After the transfer, he directly owns 1,326,134 Class A shares, including unvested restricted stock under the 2017 Equity Incentive Plan, and indirectly owns 50,000 shares through the entity. He also holds performance stock representing 544,000 underlying Class A shares, which vest only if specified share-price targets are met before the performance period ends on September 16, 2031. No Rule 10b5-1 trading plan is reported for these transactions.
Hamilton Lane Inc. Executive Co-Chairman Hartley R. Rogers reported open-market purchases of the company’s Class A common stock. On June 11, 2026, he bought a total of 38,290 Class A shares in two transactions at weighted average prices of about $77.86 and $78.73 per share, within disclosed intraday ranges. Following these trades, he also continues to have a substantial indirect interest through Class B Units exchangeable on a one-for-one basis into Class A common stock, representing 6,510,922 underlying shares. Some of these indirect holdings are owned through LLCs and family trusts, where he disclaims beneficial ownership except for his pecuniary interest, and the Class B common stock carries ten votes per share but minimal economic value.
Hamilton Lane Inc. Chief Operating Officer Andrea Anigati Kramer made an open-market purchase of 1,283 shares of Class A common stock at $77.46 per share. Following this buy on June 11, 2026, she directly holds 87,350 Class A shares.
She also holds 135,970 shares of Class B common stock, which carry ten votes per share but minimal economic value. In addition, she has indirect interests in Class B and Class C Units of Hamilton Lane Advisors, L.L.C. and several tranches of performance stock, each generally convertible on a one-for-one basis into Class A shares if specified price or total shareholder return conditions are met through performance periods ending between 2029 and 2031.
Hamilton Lane Inc. director David J. Berkman reported an open-market purchase of Class A Common Stock. On June 11, 2026, an entity described as The 2006 Berkman Trust for David J. Berkman Family bought 15,000 shares at a weighted average price of $76.27 per share in multiple trades between $75.99 and $76.40. Following the transaction, the filing shows 25,000 shares of Class A Common Stock held indirectly by the trust and a separate line indicating 25,000 shares held directly.
Hamilton Lane Inc. Chief Operating Officer Andrea Anigati Kramer reported new equity awards and updated holdings. She received 3,543 shares of Class A common stock as restricted stock under the 2017 Equity Incentive Plan, which vest in four equal annual installments starting on May 29, 2027. She also acquired 62 Class A shares through the Employee Share Purchase Plan, a transaction exempt under Rule 16b-3(d), bringing her direct Class A holdings to 86,067 shares. In addition, she reports indirect interests in Class B and Class C units of Hamilton Lane Advisors, L.L.C. that are exchangeable one-for-one into Class A shares, and multiple tranches of performance stock that each represent a contingent right to receive Class A shares if specified stock-price or total shareholder return conditions are met through performance periods ending between 2029 and 2031.
Carl Drew Thomas reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc.’s Chief Accounting Officer Carl Drew Thomas received a grant of 675 shares of Class A common stock as restricted stock under the company’s 2017 Equity Incentive Plan. The award vests in four equal annual installments starting on May 29, 2027, functioning as stock-based compensation rather than a market purchase.
After this grant and a correction of a prior overstatement by seven shares, Thomas directly beneficially owns 1,846 Class A shares, including unvested restricted stock. He also holds performance stock representing a contingent right to receive 1,356 Class A shares, which may vest based on total shareholder return performance through the period ending September 16, 2030.
Armbrister Jeffrey Brian reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc. Chief Financial Officer Jeffrey Brian Armbrister reported an equity compensation grant and updated holdings. He received 2,109 shares of Class A common stock as restricted stock under the 2017 Equity Incentive Plan, vesting in four equal annual installments starting on May 29, 2027.
Following this award, he directly holds 12,958 Class A shares, including unvested restricted stock. He also holds performance stock awards that each represent a contingent right to receive one Class A share, with underlying amounts of 2,033, 13,044 and 4,348 shares tied to stock price or total shareholder return goals over performance periods ending between September 16, 2029 and September 16, 2031.
Gavalis Lydia reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc. reported that General Counsel & Secretary Lydia Gavalis received an award of 1,139 Class A common shares as restricted stock under the company’s 2017 Equity Incentive Plan. The award vests in four equal annual installments starting on May 29, 2027.
Following this grant, Gavalis directly holds 34,028 Class A shares, which include unvested restricted stock. She also holds performance stock awards that each represent a contingent right to receive Class A shares if performance goals are met, covering 6,522 underlying shares with a performance period ending on September 16, 2030 and 1,356 underlying shares with a performance period ending on September 16, 2029.
Delgado-Moreira Juan reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc. reported that Co-Chief Executive Officer Juan Delgado-Moreira received an equity compensation award of 38,087 shares of Class A common stock at no cost under the company’s 2017 Equity Incentive Plan. According to the footnotes, this consists of 8,087 restricted shares as part of his 2026 annual bonus and 30,000 restricted shares as part of a previously announced annual share award. These restricted shares vest in four equal annual installments starting on May 29, 2027. After this award, he directly holds 1,376,134 Class A shares, including unvested restricted stock. The filing also notes 544,000 shares of performance stock outstanding, each representing a contingent right to one Class A share, with vesting tied to the stock reaching specified price levels before the performance period ends on September 16, 2031.
Hirsch Erik R. reported acquisition or exercise transactions in this Form 4 filing.
Hamilton Lane Inc. Co-CEO Erik R. Hirsch reported a stock award, not an open-market trade. He received 42,145 shares of Class A common stock as a grant under the company’s 2017 Equity Incentive Plan, bringing his direct Class A holdings to 105,727 shares.
The award consists of 12,145 restricted shares tied to his 2026 annual bonus and 30,000 restricted shares from a previously announced annual share award. These restricted shares vest in four equal annual installments starting on May 29, 2027. Hirsch also holds Class B common stock with ten votes per share but minimal economic value, as well as performance stock and Class B units that each correspond one-for-one to Class A shares, giving additional contingent or indirect exposure.
Hamilton Lane Inc. executive Hartley R. Rogers reported substantial open‑market share purchases. On May 26–27, 2026, entities associated with Rogers and his direct account bought a net 110,932 shares of Class A common stock in open‑market transactions at prices around $89.99–$92.76 per share.
Some shares are held through limited liability companies and family trusts, where Rogers disclaims beneficial ownership beyond his economic interest. He also has an indirect position in Class B Units of HLA, which are exchangeable one‑for‑one into 6,510,922 shares of Class A common stock with a stated exercise price of $0.00 and no expiration date.
Hamilton Lane Inc. Chief Operating Officer Andrea Anigati Kramer delivered 1,212 shares of Class A common stock at $96.85 per share to the company to pay withholding taxes due on vesting of previously granted restricted stock awards. This is a tax-withholding disposition, not an open‑market sale.
After this transaction, she holds 64,549 Class A shares directly. She also has performance stock awards, each representing a contingent right to one Class A share, with performance periods ending on September 16, 2029, September 16, 2030, and September 16, 2031. Additional indirect interests include Class B and Class C units exchangeable one‑for‑one into Class A shares and Class A shares held through an IRA trust and HL Management Investors, LLC.
Hamilton Lane Co-CEO Erik R. Hirsch reported a compensation-related share disposition tied to tax obligations. On March 14, 2026, 6,912 shares of Class A common stock were delivered to the company at $96.85 per share to cover withholding taxes on vested restricted stock awards, rather than sold on the open market.
After this tax-withholding event, Hirsch directly holds 63,582 Class A shares. He also has performance stock representing up to 544,000 Class A shares that vest only if the stock reaches specified price targets before September 16, 2031. In addition, Class B units representing 809,781 underlying Class A shares are held on his behalf by HL Management Investors, LLC and may be exchanged one-for-one for Class A shares or cash, with corresponding Class B common stock carrying ten votes per share but minimal economic value.
Hamilton Lane Inc. Chief Financial Officer Jeffrey Brian Armbrister reported routine equity compensation activity. On March 14, 2026, 590 shares of Class A common stock were delivered back to Hamilton Lane at $96.85 per share to cover withholding taxes due on previously vested restricted stock awards. After this tax-withholding disposition, he directly held 10,849 shares of Class A common stock.
Armbrister also reported holdings of performance stock that each represent a contingent right to receive one share of Class A common stock. These awards vest only if Hamilton Lane’s Class A stock reaches specified price or total shareholder return targets, with performance periods ending on September 16, 2029, September 16, 2030, and September 16, 2031. The filing shows underlying performance stock positions tied to 4,348, 13,044, and 2,033 potential Class A shares, all held directly.
Hamilton Lane Inc. Chief Accounting Officer Carl Drew Thomas reported routine share movements tied to compensation and tax withholding. He acquired 46 shares of Class A common stock on December 31, 2025 through the company’s Employee Share Purchase Plan, a transaction exempt under Rule 16b-3(d). On March 14, 2026, 85 shares of Class A common were delivered back to the company to cover withholding taxes due upon the vesting of previously granted restricted stock awards, reducing his direct holdings to 1,178 shares. He also holds performance stock representing a contingent right to receive 1,356 shares of Class A common stock, which will vest only if the stock achieves a specified total shareholder return growth rate over a performance period ending on September 16, 2030.
Hamilton Lane Inc. General Counsel & Secretary Lydia Gavalis reported a routine tax-related share disposition. She delivered 549 shares of Class A common stock to the company at $96.85 per share to cover withholding taxes on previously vested restricted stock awards. After this transaction, she directly holds 32,889 Class A shares.
She also holds performance stock awards that each represent a contingent right to one share of Class A common stock. One grant covers 1,356 underlying shares with a performance period ending on September 16, 2030, tied to a specified growth rate of total shareholder return. Another covers 6,522 underlying shares with a performance period ending on September 16, 2029, tied to achieving a specified share price.
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 $107.1285 per share on February 20, 2026. Following this purchase, he directly holds 70,494 Class A shares, which include unvested restricted stock granted under the 2017 Equity Incentive Plan. He also has 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 September 16, 2031.
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 $107.5318 per share on February 20, 2026, acquired through the company’s Employee Share Purchase Plan. After this trade, her directly held Class A common stock increased to 65,761 shares. She also previously received two equity awards of 46 Class A shares each on September 30, 2025 and December 31, 2025. The filing notes additional holdings of performance stock that may convert into Class A shares if total shareholder return or share-price targets are met, with performance periods ending in 2029, 2030, and 2031, as well as Class B and Class C units that are exchangeable on a one-for-one basis into Class A common stock or cash pursuant to an exchange agreement.
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 $107.3182 per share. Following this purchase, his direct Class A holdings total 105,723 shares.
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 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 (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.