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 filings document the public-company records of a Delaware private markets investment manager and its operating subsidiary, Hamilton Lane Advisors, L.L.C. Recent Form 8-K disclosures cover operating and financial results, stock repurchase program activity, amendments to term-loan arrangements, registered Class A common stock offerings, and other material events affecting capital structure and financing.
Proxy and meeting-related filings describe board elections, advisory compensation votes, auditor ratification, dual-class voting mechanics for Class A and Class B common stock, executive compensation, and corporate governance matters.
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 Incorporated insiders and related entities filed Amendment No. 15 to their Schedule 13D for the company’s Class A Common Stock. HLA Investments, LLC, HRHLA, LLC and Hartley R. Rogers may be deemed to beneficially own 15,351,034 shares, or 27.6% of the class, based on 43,697,364 shares outstanding as of May 19, 2026. The filing also reports a series of open‑market purchases, including Mr. Rogers buying 55,000 shares at a weighted average price of $90.05 on May 26, 2026 (plus an additional 55,000 shares through an LLC at the same price), as well as purchases by executives Erik Hirsch, Juan Delgado‑Moreira, Andrea Anigati Kramer and Mario L. Giannini at prices generally around $107–$131 per share, all funded with their available cash. The amendment updates the list of reporting persons, clarifies voting and dispositive powers across various entities and trusts, and adds new powers of attorney and a joint filing agreement.
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 Incorporated outlines its global private markets investment platform in this annual report. The firm manages approximately $142 billion of discretionary assets under management and advises on about $905 billion of non‑discretionary assets under advisement as of March 31, 2026. Its business spans customized separate accounts, commingled specialized funds, advisory services, distribution management and data and analytics tools such as its Cobalt LP platform.
Hamilton Lane reports a 7% compound annual growth rate in AUM and 3% in AUA from March 31, 2022 to March 31, 2026, supported by a diversified global client base of more than 2,800 institutions and intermediaries, with no single client contributing more than 2% of management and advisory fee revenues. As of that date, fee‑earning AUM is about $82 billion, and the firm employs roughly 785 people across 23 offices worldwide.
The company describes its "Up‑C" organizational structure, dual‑class share system and controlled‑company status, and highlights key business strategies, including expanding evergreen funds and private wealth channels, defined contribution products, digital and tokenization initiatives, and responsible investment practices. It also summarizes extensive regulatory, business and structural risk factors tied to competition, leverage, valuation, regulation, technology, sustainability commitments and its reliance on Hamilton Lane Advisors, L.L.C. for cash distributions.
Hamilton Lane Incorporated reported solid growth for the fourth quarter and fiscal year 2026. For the year ended March 31, 2026, total revenues were $759 million, up 6% from fiscal 2025, while management and advisory fees rose 14% to $584.2 million.
Net income attributable to Hamilton Lane Incorporated increased 15% to $249.2 million, with GAAP diluted EPS of $5.92, up 9%. Adjusted net income was $321.2 million and non-GAAP EPS was $5.90, both up 17%. Fee Related Earnings reached $344.5 million, a 25% increase, and Adjusted EBITDA was $407.6 million, up 11%.
As of March 31, 2026, assets under management were $141.8 billion and assets under advisement $905.3 billion, totaling about $1.05 trillion. The company declared a quarterly dividend of $0.60 per Class A share, implying a $2.40 annual dividend, 11% higher than the prior fiscal year, and expanded its stock repurchase authorization to $100 million.
Hamilton Lane Inc ownership disclosure: Kayne Anderson Rudnick Investment Management, LLC amended its Schedule 13G/A to report beneficial ownership of 3,415,380 shares of Hamilton Lane common stock, representing 7.8% of the class as shown in the excerpt. The filing lists voting and dispositive powers, including 2,424,920 shares with sole voting power and 972,312 shares with shared voting and dispositive power.
The Vanguard Group filed Amendment No. 9 to a Schedule 13G/A reporting 0 shares (0%) of Hamilton Lane Inc common stock. The filing states that, following an internal realignment on January 12, 2026, certain subsidiaries or business divisions will report beneficial ownership separately in reliance on SEC Release No. 34-39538. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
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.