SEC Form 4 · Updated Daily

HLNE

— HAMILTON LANE INCORPORATED Ownership

Insider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.

Financials Ownership

Current Reporting Owners

Owner	Role	Shares Owned	As Of	Last Activity
HLA INVESTMENTS LLC	10%+ Owner	8,128,907	2025-09-04	J
HRHLA, LLC	10%+ Owner	8,128,907	2025-09-04	J
HAMILTON LANE ADVISORS INC /PA/ /ADV	10%+ Owner	2,579,104	2017-03-06	—
Delgado-Moreira Juan	10%+ Owner · Director · Officer	1,326,134	2026-09-10	G
Hepburn John	10%+ Owner	1,250,015	2017-03-06	—
2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq.	10%+ Owner	727,296	2018-09-17	J
Maniaci Joseph G.	10%+ Owner	727,296	2018-09-17	J
Sexton Barbara	10%+ Owner	366,233	2021-09-10	J
Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008	10%+ Owner	363,760	2018-03-05	J
French River 5 Ltd	10%+ Owner	330,015	2025-09-04	S
Oakville Number 2 Trust	10%+ Owner	330,015	2025-09-04	S
Rysaffe Trustee Co (CI) Ltd	10%+ Owner	330,015	2025-09-04	S
McAllister Margaret Anne	10%+ Owner	300,000	2025-09-02	—
2008 Sexton Des. Trust FBO Laura Sexton	10%+ Owner	291,233	2025-02-12	J
2008 Sexton Des. Trust FBO Matthew Sexton	10%+ Owner	291,233	2025-02-12	J
Giannini Kyera	10%+ Owner	213,648	2025-02-12	J
Giannini Nicole	10%+ Owner	213,648	2025-02-12	J
Hirsch Erik R.	10%+ Owner · Director · Officer	105,727	2026-05-29	A
Giannini Mario L	10%+ Owner · Officer	105,723	2026-02-20	P
Whittemore Edward B.	10%+ Owner	95,000	2025-09-04	J
Rogers Hartley R.	10%+ Owner · Director · Officer	93,756	2026-06-11	P
Kramer Andrea Anigati	10%+ Owner · Officer	87,377	2026-06-30	A
Cleveland Robert	Officer	77,284	2017-03-06	J
Whittemore Laurence	10%+ Owner	56,880	2025-09-04	J
Brennan Stephen R.	10%+ Owner	47,298	2019-03-14	A
Kerr Thomas J.	10%+ Owner	37,552	2019-03-14	A
Stilman Randy M.	10%+ Owner · Officer	34,305	2019-12-31	A
Gavalis Lydia	Officer	34,028	2026-05-29	A
Meeker Jeff	10%+ Owner	33,833	2019-03-14	A
Devlin Tara	10%+ Owner	32,981	2019-09-30	A
Donohue Michael T.	Officer	32,154	2023-03-31	A
BERKMAN DAVID J	Director	25,000	2026-06-11	P
HELGERSON DAVID	10%+ Owner	24,949	2019-03-14	A
Lucey Kevin J.	10%+ Owner · Officer	16,039	2021-06-17	F
Yett Paul R.	10%+ Owner	13,049	2019-03-14	A
Armbrister Jeffrey Brian	Officer	12,565	2026-09-16	F
VARON LESLIE F	Director	10,635	2026-09-16	A
Varma Atul	Officer	8,909	2023-12-29	A
SEXTON O GRIFFITH	10%+ Owner · Director	6,805	2026-09-16	A
Carl Drew Thomas	Officer	1,924	2026-06-30	A
Graves Reynoldo Vann	Director	1,681	2025-09-16	A
SCHMERTZLER MICHAEL	Director	977	2026-09-16	A
Kelly Michael John	10%+ Owner	0	2019-06-05	S
HAMILTON LANE ADVISORS LLC	10%+ Owner	0	2017-03-06	J

Recent Filings

Date	Owner	Activity	Shares	Price	Owned After
2026-09-16	SCHMERTZLER MICHAEL	Grant / award	977	$0.00	977
2026-09-16	SEXTON O GRIFFITH	Grant / award	1,953	$0.00	6,805
2026-09-16	VARON LESLIE F	Grant / award	977	$0.00	10,635
2026-09-16	Carl Drew Thomas	Grant / award (derivative)	2,226	$0.00	2,226
2026-09-16	Armbrister Jeffrey Brian	Grant / award (derivative)	22,252	$0.00	22,252
2026-09-16	Armbrister Jeffrey Brian	Tax withholding	393	$93.03	12,565
2026-09-16	Kramer Andrea Anigati	Grant / award (derivative)	22,252	$0.00	22,252
2026-09-16	Kramer Andrea Anigati	Tax withholding	736	$93.03	86,641
2026-09-10	Delgado-Moreira Juan	Gift	50,000	$0.00	50,000
2026-09-10	Delgado-Moreira Juan	Gift	50,000	$0.00	1,326,134
2026-06-30	Carl Drew Thomas	Grant / award	78	$67.01	1,924
2026-06-30	Kramer Andrea Anigati	Grant / award	27	$67.01	87,377
2026-06-11	BERKMAN DAVID J	Open-market buy	15,000	$76.27	25,000
2026-06-11	Kramer Andrea Anigati	Open-market buy	1,283	$77.46	87,350
2026-06-11	Rogers Hartley R.	Open-market buy	27,678	$78.73	93,756
2026-06-11	Rogers Hartley R.	Open-market buy	10,612	$77.86	66,078
2026-05-29	Hirsch Erik R.	Grant / award	42,145	$0.00	105,727
2026-05-29	Delgado-Moreira Juan	Grant / award	38,087	$0.00	1,376,134
2026-05-29	Gavalis Lydia	Grant / award	1,139	$0.00	34,028
2026-05-29	Armbrister Jeffrey Brian	Grant / award	2,109	$0.00	12,958
2026-05-29	Carl Drew Thomas	Grant / award	675	$0.00	1,846
2026-05-29	Kramer Andrea Anigati	Grant / award	3,543	$0.00	86,067
2026-05-27	Rogers Hartley R.	Open-market buy	466	$92.76	55,466
2026-05-26	Rogers Hartley R.	Open-market buy	7,975	$90.43	55,000
2026-05-26	Rogers Hartley R.	Open-market buy	47,025	$89.99	47,025
2026-03-31	Kramer Andrea Anigati	Grant / award	62	$84.89	82,524
2026-03-14	Gavalis Lydia	Tax withholding	549	$96.85	32,889
2026-03-14	Carl Drew Thomas	Tax withholding	85	$96.85	1,178
2026-03-14	Armbrister Jeffrey Brian	Tax withholding	590	$96.85	10,849
2026-03-14	Hirsch Erik R.	Tax withholding	6,912	$96.85	63,582
2026-03-14	Kramer Andrea Anigati	Tax withholding	1,212	$96.85	64,549
2026-02-24	BERKMAN DAVID J	Open-market buy	10,000	$101.00	10,000
2026-02-20	Giannini Mario L	Open-market buy	9,225	$107.32	105,723
2026-02-20	Kramer Andrea Anigati	Open-market buy	2,325	$107.53	65,761
2026-02-20	Delgado-Moreira Juan	Open-market buy	2,705	$107.58	1,338,047
2026-02-20	Delgado-Moreira Juan	Open-market buy	6,520	$107.10	1,335,342
2026-02-20	Hirsch Erik R.	Open-market buy	9,225	$107.13	70,494
2026-02-06	Delgado-Moreira Juan	Gift	14,375	$0.00	1,328,822
2026-02-06	Delgado-Moreira Juan	Gift	14,375	$0.00	0
2025-12-31	Kramer Andrea Anigati	Grant / award	46	$114.16	63,436

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.