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.
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 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 $50 million.
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 February 20, 2026, the company had not repurchased any Class A shares under this program, so the full authorization was available.
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.
Hamilton Lane Incorporated (HLNE) reported stronger Q2 FY2026 results for the three months ended September 30, 2025. Total revenues were $190.9 million, up from $150.0 million a year ago, led by management and advisory fees of $142.1 million and incentive fees of $48.8 million. Net income attributable to Hamilton Lane increased to $70.9 million, with diluted EPS of $1.69, compared with $1.37 in the prior-year quarter.
Operating costs rose as the firm invested in people and growth, with compensation and benefits at $77.0 million and general and administrative expenses at $33.5 million. Other income benefited from equity in income of investees and investment gains, bringing total other income to $37.9 million.
On the balance sheet at September 30, 2025, cash and cash equivalents were $240.8 million and debt was $285.6 million. The company declared a dividend of $0.54 per Class A share for the quarter. In September 2025, Hamilton Lane completed a registered offering of 528,705 Class A shares at $146.51 per share, including 378,705 newly issued shares, generating $55.5 million in net proceeds used to settle exchanges of Class B and Class C units.