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Hamilton Lane Incorporated (HLNE)
USD86.26
+3.84 (+4.66%)
US NASDAQ Financial Services Asset Management
Address
110 Washington Street 19428
Conshohocken, PA, US
Conshohocken, PA, US
CEO
Erik R. Hirsch
Website
hamiltonlane.com
IPO
2017-03-01
CIK 1433642 ISIN US4074971064
Description
Hamilton Lane Incorporated operates as an investment management firm, specializing in both direct investments and fund-of-funds strategies. The firm offers a comprehensive range of services, including: Tailored Separate Accounts: Structured as single-client vehicles, these are customized to meet specific client requirements. Specialized Investment Strategies: This category encompasses offerings such as fund-of-funds, secondary market transactions, co-investments, Taft-Hartley plans, and distribution management. Advisory Services: Hamilton Lane provides expert guidance, covering thorough due diligence, strategic portfolio planning, continuous monitoring, and performance reporting. Reporting and Analytics: The company also delivers advanced solutions for data reporting and analysis. For its direct investments, Hamilton Lane targets a diverse array of companies, participating across various stages of their lifecycle. This includes early, mid, and late-stage venture capital, mature businesses, and growth equity opportunities. The firm's interests also extend to emerging growth companies, distressed debt scenarios, later-stage financing, corporate turnarounds, bridge financing, mezzanine capital, and leveraged buyouts, primarily within the middle market segment. When pursuing a fund-of-funds approach, Hamilton Lane allocates capital to a variety of specialized funds. These include those focused on mezzanine, venture capital, private equity, turnaround, secondary investments, real estate, and special situations. Beyond specific asset classes, the firm's investment scope spans multiple sectors, including real estate, technology, healthcare, education, natural resources, energy, essential consumer goods, cleantech, environmental initiatives, community development, and financial empowerment projects. Geographically, Hamilton Lane's private equity investments demonstrate a wide global footprint, with its presence extending across North America (including the United States), Latin America, Western Europe (including the United Kingdom), the Middle East, Africa, Asia (including Japan), and Australia. The firm typically aims to commit between $1 million and $100 million per company, often prioritizing the acquisition of a majority ownership stake in its portfolio companies. Established in 1991, Hamilton Lane Incorporated maintains its headquarters in Conshohocken, Pennsylvania, complemented by a network of additional offices across Europe, North America, and Asia.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD86.26
+3.84 (+4.66%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.17
Float Shares
37.37M
Free Float %
67.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.95% | +6.42% | -4.77% | -11.23% | -24.90% | -32.75% | -47.67% | +35.60% | -1.18% | +401.22% | +401.22% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (10 ratings, all time)
Buy
Price Targets & DCF
Current price
86.26
Low
102.00
+18.2%
Consensus
144.00
+66.9%
Median
148.00
+71.6%
High
179.00
+107.5%
DCF (Unlevered)
54.41
-36.9%
DCF (Levered)
81.03
-6.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
86% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 4 | 0 |
| Hold | 1 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
143.00
+65.8%
|
| Last Quarter | 4 |
142.50
+65.2%
|
| Last Year | 14 |
167.21
+93.8%
|
| All Time | 18 |
156.89
+81.9%
|
Quality scores
Altman Z-Score
5.16
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
8 / 10
Strong MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+6.5% Q1'26: -2.2% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+9.4% Q1'26: +27.6% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+61.1% ★ Q1'26: +52.4% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+63.0% ★ Q1'26: +68.9% (vs Q1'25)
-
ROIC Asset Management: +6.5%+27.4% ★ Q1'26: +32.1% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+14.2% Q1'26: +32.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.73× Q1'26: 0.66× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 4 Rev. Ana. 4 EPS Ana. |
Mar 2027 5 Rev. Ana. 4 EPS Ana. |
Mar 2028 4 Rev. Ana. 3 EPS Ana. |
Mar 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
179.82M
est: 180.02M (-0.1%)
|
244.03M
est: 233.36M (+4.6%)
|
252.18M
est: 250.67M (+0.6%)
|
274.05M
est: 267.72M (+2.4%)
|
341.64M
est: 324.18M (+5.4%)
|
367.92M
est: 360.18M (+2.1%)
|
528.75M
est: 519.64M (+1.8%)
|
553.84M
est: 625.54M (-11.5%)
|
712.96M
est: 684.14M (+4.2%)
|
766.54M
761.00M – 771.71M
+12.0% YoY
|
859.49M
827.87M – 923.95M
+12.1% YoY
|
1.00B
956.01M – 1.08B
+16.5% YoY
|
988.89M
945.18M – 1.05B
-1.3% YoY
|
| EBITDA |
91.23M
est: 105.15M (-13.2%)
|
147.51M
est: 136.31M (+8.2%)
|
135.58M
est: 146.42M (-7.4%)
|
146.85M
est: 75.35M (+94.9%)
|
159.86M
est: 74.78M (+113.8%)
|
323.81M
est: 151.42M (+113.8%)
|
258.67M
est: 172.34M (+50.1%)
|
301.02M
est: 360.80M (-16.6%)
|
384.89M
est: 394.61M (-2.5%)
|
442.14M
438.94M – 445.12M
+12.0% YoY
|
495.75M
477.51M – 532.93M
+12.1% YoY
|
577.68M
551.42M – 624.95M
+16.5% YoY
|
570.39M
545.17M – 606.36M
-1.3% YoY
|
| EBIT |
89.32M
est: 102.67M (-13.0%)
|
145.62M
est: 133.09M (+9.4%)
|
132.60M
est: 142.96M (-7.3%)
|
143.56M
est: 118.47M (+21.2%)
|
155.73M
est: 114.76M (+35.7%)
|
318.31M
est: 117.34M (+171.3%)
|
251.23M
est: 11.19M (+2,144.9%)
|
292.84M
est: 353.70M (-17.2%)
|
375.61M
est: 386.83M (-2.9%)
|
433.43M
430.29M – 436.35M
+12.0% YoY
|
485.98M
468.10M – 522.43M
+12.1% YoY
|
566.30M
540.56M – 612.63M
+16.5% YoY
|
559.15M
534.43M – 594.41M
-1.3% YoY
|
| Net Income |
612.0K
est: 43.05M (-98.6%)
|
17.34M
est: 72.91M (-76.2%)
|
33.57M
est: 89.54M (-62.5%)
|
60.83M
est: 50.83M (+19.7%)
|
98.02M
est: 53.39M (+83.6%)
|
145.99M
est: 116.81M (+25.0%)
|
109.12M
est: 110.06M (-0.9%)
|
140.86M
est: 242.81M (-42.0%)
|
217.42M
est: 272.02M (-20.1%)
|
328.74M
327.89M – 329.58M
+20.9% YoY
|
356.50M
312.18M – 367.86M
+8.4% YoY
|
404.00M
378.33M – 405.20M
+13.3% YoY
|
395.84M
373.09M – 428.29M
-2.0% YoY
|
| SGA |
31.59M
est: 42.23M (-25.2%)
|
38.21M
est: 54.74M (-30.2%)
|
48.96M
est: 58.80M (-16.7%)
|
71.86M
est: 60.89M (+18.0%)
|
49.59M
est: 41.03M (+20.9%)
|
89.96M
est: 44.73M (+101.1%)
|
139.40M
est: 56.04M (+148.8%)
|
141.63M
est: 150.36M (-5.8%)
|
188.19M
est: 164.44M (+14.4%)
|
184.25M
182.92M – 185.49M
+12.0% YoY
|
206.59M
198.99M – 222.09M
+12.1% YoY
|
240.74M
229.79M – 260.43M
+16.5% YoY
|
237.70M
227.19M – 252.69M
-1.3% YoY
|
| EPS |
0.03
est: 0.90 (-96.7%)
|
0.94
est: 1.53 (-38.5%)
|
1.41
est: 1.88 (-24.8%)
|
2.17
est: 1.89 (+14.8%)
|
2.82
est: 2.53 (+11.3%)
|
4.02
est: 4.28 (-6.2%)
|
3.05
est: 3.20 (-4.8%)
|
3.72
est: 4.40 (-15.5%)
|
5.45
est: 5.01 (+8.9%)
|
6.04
6.02 – 6.05
+20.6% YoY
|
6.10
5.73 – 6.75
+1.1% YoY
|
7.11
6.94 – 7.44
+16.6% YoY
|
7.26
6.85 – 7.86
+2.1% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-22 | Oppenheimer | Outperform | Outperform | Maintain |
| 2026-05-18 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-04-21 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-04-16 | JP Morgan | Neutral | Overweight | Upgrade |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | C- | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-21 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
428.70M
OE per share TTM
7.87
Owner's Yield
11.37%
Maintenance CapEx ratio
6.73%
Maint CapEx / Avg PPE
15.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
389
Total invested
4.23B
Insider transactions (90d)
0
Beneficial owners (>5%)
19
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Group Holdings LLP | 4.03M | 10.84% | — | 3.50M | — | — | HC | Delaware | 2022-03-10 | ↗ |
| 2 | Wellington Investment Advisors Holdings LLP | 4.03M | 10.84% | — | 3.50M | — | — | HC | Delaware | 2022-03-10 | ↗ |
| 3 | Wellington Management Group LLP | 4.03M | 10.84% | — | 3.50M | — | — | HC | Massachusetts | 2022-03-10 | ↗ |
| 4 | Wellington Management Company LLP | 3.71M | 9.97% | — | 3.35M | — | — | IA | Delaware | 2022-03-10 | ↗ |
| 5 | (1) BlackRock, Inc. | 3.02M | 8.10% | 2.93M | — | 3.02M | — | HC | Delaware | 2022-02-03 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 3.01M | 8.09% | — | 66.2K | 2.91M | 96.9K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 7 | 26-1080669 | 2.06M | 11.00% | 230.5K | — | 2.06M | — | HC | Delaware | 2017-05-10 | ↗ |
| 8 | 04-3542621 | 1.84M | 9.80% | 6.4K | — | 1.84M | — | IA | Delaware | 2017-05-10 | ↗ |
| 9 | David Bonderman | 1.41M | 5.20% | — | 1.41M | — | — | IN | United States | 2019-05-17 | ↗ |
| 10 | James G. Coulter | 1.41M | 5.20% | — | 1.41M | — | — | IN | United States | 2019-05-17 | ↗ |
| 11 | TPG Group Holdings (SBS) Advisors, Inc. | 1.41M | 5.20% | — | 1.41M | — | — | CO | Delaware | 2019-05-17 | ↗ |
| 12 | No. of Above Person | 1.26M | 3.40% | — | 1.14M | — | 1.26M | HC | Delaware | 2022-02-14 | ↗ |
| 13 | Federated Investors, Inc. | 1.22M | 6.32% | 1.22M | — | 1.22M | — | HC | Citizenship or place of Organization | 2018-02-14 | ↗ |
| 14 | J. Christopher Donahue | 1.22M | 6.32% | — | 1.22M | — | 1.22M | IN | Citizenship or place of Organization | 2018-02-14 | ↗ |
| 15 | Rhodora J. Donahue | 1.22M | 6.32% | — | 1.22M | — | 1.22M | IN | Citizenship or place of Organization | 2018-02-14 | ↗ |
| 16 | Thomas R. Donahue | 1.22M | 6.32% | — | 1.22M | — | 1.22M | IN | Citizenship or place of Organization | 2018-02-14 | ↗ |
| 17 | Voting Shares Irrevocable Trust | 1.22M | 6.32% | 1.22M | — | 1.22M | — | OO | Citizenship or place of Organization | 2018-02-14 | ↗ |
| 18 | 2) | 999.1K | 5.20% | 994.6K | — | 999.1K | — | IA | Delaware | 2018-02-14 | ↗ |
| 19 | Financial, Inc. | 956.0K | 8.05% | — | 899.5K | — | 956.0K | HC | — | 2021-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
389
+1 vs prev Q
New positions
75
Closed positions
79
Increased
226
Reduced
127
Put/Call ratio
5.73
Calls held
8.6K
Puts held
49.3K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 460.3K +460.3K (+100.0%) | 61.83B +61.8B (+100.0%) | 1.24% +1.241 pp | 0.09% +0.093 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 4.08M +47.0K (+1.2%) | 547.72M +4.4M (+0.8%) | 10.99% +1.249 pp | 0.01% 0.000 pp | USD167.10 -19.6% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 3.70M -21.3K (-0.6%) | 496.53M -4.6M (-0.9%) | 9.96% +0.978 pp | 0.01% 0.000 pp | USD81.68 +64.4% | 35 qtrs — |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.73M -117.4K (-4.1%) | 366.38M -17.1M (-4.5%) | 7.35% +0.476 pp | 0.98% +0.049 pp | USD148.67 -9.7% | 4 qtrs — |
| 5 | WASATCH ADVISORS LP | 1.51M +40.2K (+2.7%) | 203.10M +4.7M (+2.4%) | 4.08% +0.518 pp | 1.21% +0.139 pp | USD70.56 +90.3% | 34 qtrs — |
| 6 | STATE STREET CORP | 1.29M +18.3K (+1.4%) | 174.46M +1.8M (+1.0%) | 3.49% +0.405 pp | 0.01% 0.000 pp | USD105.69 +27.1% | 35 qtrs — |
| 7 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.19M -100.9K (-7.8%) | 159.99M -14.2M (-8.1%) | 3.21% +0.088 pp | 0.10% -0.006 pp | USD146.77 -8.5% | 8 qtrs — |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 1.09M +648.6K (+148.3%) | 145.84M +86.9M (+147.4%) | 2.93% +1.870 pp | 0.07% +0.045 pp | USD119.02 +12.8% | 31 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.07M +49.0 (+0.0%) | 143.56M -504.3K (-0.4%) | 2.88% +0.298 pp | 0.01% 0.000 pp | USD87.43 +53.6% | 35 qtrs — |
| 10 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.06M -327.1K (-23.6%) | 142.54M -44.6M (-23.8%) | 2.86% -0.495 pp | 1.44% +0.032 pp | USD143.85 -6.6% | 4 qtrs — |
| 11 | JANUS HENDERSON GROUP PLC | 802.0K +131.1K (+19.5%) | 107.73M +17.3M (+19.1%) | 2.16% +0.540 pp | 0.05% +0.007 pp | USD139.59 -3.8% | 20 qtrs — |
| 12 | VAN BERKOM & ASSOCIATES INC. | 759.6K +73.4K (+10.7%) | 102.03M +9.5M (+10.3%) | 2.05% +0.389 pp | 2.94% +0.267 pp | USD89.05 +50.8% | 16 qtrs — |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | 756.1K +409.0K (+117.8%) | 101.56M +54.8M (+117.0%) | 2.04% +1.199 pp | 0.13% +0.070 pp | USD135.83 -1.1% | 3 qtrs — |
| 14 | CITADEL ADVISORS LLC | 755.4K -477.9K (-38.8%) | 101.45M -64.8M (-39.0%) | 2.04% -0.945 pp | 0.02% -0.010 pp | USD137.30 -2.2% | 36 qtrs — |
| 15 | FEDERATED HERMES, INC. | 737.9K -107.9K (-12.8%) | 99.11M -14.9M (-13.1%) | 1.99% -0.055 pp | 0.17% -0.036 pp | USD39.05 +243.9% | 36 qtrs — |
| 16 | DIMENSIONAL FUND ADVISORS LP | 666.5K +1.4K (+0.2%) | 89.52M -133.9K (-0.1%) | 1.80% +0.189 pp | 0.02% -0.001 pp | USD74.50 +80.3% | 31 qtrs — |
| 17 | CLEARBRIDGE INVESTMENTS, LLC | 662.9K +455.0 (+0.1%) | 89.04M -256.9K (-0.3%) | 1.79% +0.186 pp | 0.07% +0.004 pp | USD82.74 +62.3% | 21 qtrs — |
| 18 | CAPITAL WORLD INVESTORS | 653.7K +129.0K (+24.6%) | 87.80M +17.1M (+24.2%) | 1.76% +0.494 pp | 0.01% +0.002 pp | USD131.00 +2.5% | 8 qtrs — |
| 19 | NEUBERGER BERMAN GROUP LLC | 604.3K -34.1K (-5.3%) | 81.16M -4.9M (-5.7%) | 1.63% +0.086 pp | 0.06% -0.003 pp | USD59.49 +125.8% | 26 qtrs — |
| 20 | UBS GROUP AG | 590.2K +146.3K (+33.0%) | 79.27M +19.4M (+32.5%) | 1.59% +0.518 pp | 0.01% +0.004 pp | USD139.60 -3.8% | 33 qtrs — |
| 21 | MORGAN STANLEY | 579.2K -72.1K (-11.1%) | 77.80M -10.0M (-11.4%) | 1.56% -0.013 pp | 0.00% -0.001 pp | USD85.99 +56.2% | 36 qtrs — |
| 22 | RAYMOND JAMES FINANCIAL INC | 577.6K +53.1K (+10.1%) | 77.79M +7.1M (+10.0%) | 1.56% +0.289 pp | 0.02% +0.002 pp | USD141.99 -5.4% | 5 qtrs — |
| 23 | INVESCO LTD. | 532.3K -1.0M (-65.3%) | 71.49M -135.4M (-65.4%) | 1.43% -2.275 pp | 0.01% -0.022 pp | USD107.67 +24.7% | 31 qtrs — |
| 24 | COPELAND CAPITAL MANAGEMENT, LLC | 524.2K +29.0K (+5.9%) | 70.40M +3.7M (+5.5%) | 1.41% +0.216 pp | 1.57% +0.181 pp | USD86.11 +56.0% | 20 qtrs — |
| 25 | NORGES BANK | 511.2K +511.2K (+100.0%) | 68.66M +68.7M (+100.0%) | 1.38% +1.378 pp | 0.01% +0.007 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 26 | AMERICAN CENTURY COMPANIES INC | 493.2K -12.5K (-2.5%) | 66.25M -1.9M (-2.8%) | 1.33% +0.107 pp | 0.03% -0.001 pp | USD94.51 +42.1% | 36 qtrs — |
| 27 | WELLS FARGO & COMPANY/MN | 442.6K -14.5K (-3.2%) | 59.45M -2.2M (-3.5%) | 1.19% +0.088 pp | 0.01% -0.001 pp | USD133.75 +0.4% | 36 qtrs — |
| 28 | NORTHERN TRUST CORP | 401.1K -7.7K (-1.9%) | 53.88M -1.2M (-2.2%) | 1.08% +0.093 pp | 0.01% 0.000 pp | USD77.21 +74.0% | 35 qtrs — |
| 29 | BANK OF AMERICA CORP /DE/ | 380.8K -126.6K (-25.0%) | 51.15M -17.2M (-25.2%) | 1.03% -0.200 pp | 0.00% -0.001 pp | USD98.47 +36.4% | 36 qtrs — |
| 30 | WESTFIELD CAPITAL MANAGEMENT CO LP | 363.5K +363.5K (+100.0%) | 48.82M +48.8M (+100.0%) | 0.98% +0.980 pp | 0.20% +0.203 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 31 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 328.3K +15.1K (+4.8%) | 44.09M +1.9M (+4.5%) | 0.88% +0.128 pp | 0.66% +0.061 pp | USD77.34 +73.7% | 36 qtrs — |
| 32 | GENEVA CAPITAL MANAGEMENT LLC | 310.3K +37.7K (+13.8%) | 41.68M +4.9M (+13.4%) | 0.84% +0.178 pp | 0.78% +0.153 pp | USD127.35 +5.5% | 8 qtrs — |
| 33 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 304.2K +304.2K (+100.0%) | 40.86M +40.9M (+100.0%) | 0.82% +0.820 pp | 0.40% +0.399 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 302.0K +11.6K (+4.0%) | 40.56M +1.4M (+3.6%) | 0.81% +0.112 pp | 0.01% +0.000 pp | USD79.79 +68.3% | 35 qtrs — |
| 35 | WELLINGTON MANAGEMENT GROUP LLP | 301.7K -788.9K (-72.3%) | 40.52M -106.5M (-72.4%) | 0.81% -1.823 pp | 0.01% -0.019 pp | USD88.76 +51.3% | 36 qtrs — |
| 36 | DEPRINCE RACE & ZOLLO INC | 301.4K +301.4K (+100.0%) | 40.48M +40.5M (+100.0%) | 0.81% +0.812 pp | 0.77% +0.775 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 37 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 300.8K +64.3K (+27.2%) | 40.40M +8.5M (+26.8%) | 0.81% +0.239 pp | 0.14% +0.035 pp | USD140.24 -4.2% | 8 qtrs — |
| 38 | BANK OF NEW YORK MELLON CORP | 298.1K -39.3K (-11.7%) | 40.03M -5.4M (-12.0%) | 0.80% -0.012 pp | 0.01% -0.002 pp | USD97.68 +37.5% | 35 qtrs — |
| 39 | SEI INVESTMENTS CO | 295.8K +52.0K (+21.3%) | 39.73M +6.9M (+20.9%) | 0.80% +0.208 pp | 0.04% +0.004 pp | USD112.61 +19.3% | 30 qtrs — |
| 40 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 288.8K -29.3K (-9.2%) | 38.79M -4.1M (-9.5%) | 0.78% +0.010 pp | 0.06% -0.003 pp | USD160.84 -16.5% | 6 qtrs — |
| 41 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 286.7K +282.5K (+6,649.0%) | 38.51M +37.9M (+6,625.0%) | 0.77% +0.763 pp | 0.01% +0.012 pp | USD133.49 +0.6% | 36 qtrs — |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 278.1K +8.6K (+3.2%) | 37.36M +1.0M (+2.8%) | 0.75% +0.098 pp | 0.01% +0.001 pp | USD108.13 +24.2% | 26 qtrs — |
| 43 | DF DENT & CO INC | 275.8K -10.1K (-3.5%) | 37.04M -1.5M (-3.9%) | 0.74% +0.053 pp | 0.53% +0.035 pp | USD94.45 +42.2% | 29 qtrs — |
| 44 | JPMORGAN CHASE & CO | 267.4K -162.6K (-37.8%) | 35.91M -22.1M (-38.0%) | 0.72% -0.319 pp | 0.00% -0.001 pp | USD95.59 +40.5% | 36 qtrs — |
| 45 | FRED ALGER MANAGEMENT, LLC | 261.5K +60.0K (+29.8%) | 35.24M +8.0M (+29.5%) | 0.70% +0.218 pp | 0.14% +0.032 pp | USD112.75 +19.1% | 28 qtrs — |
| 46 | GW&K INVESTMENT MANAGEMENT, LLC | 249.7K +249.7K (+100.0%) | 33.53M +33.5M (+100.0%) | 0.67% +0.673 pp | 0.29% +0.290 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 47 | TUDOR INVESTMENT CORP ET AL | 247.1K -5.1K (-2.0%) | 33.19M -805.8K (-2.4%) | 0.67% +0.057 pp | 0.06% +0.003 pp | USD135.99 -1.2% | 7 qtrs — |
| 48 | AMERIPRISE FINANCIAL INC | 240.8K -19.1K (-7.3%) | 32.34M -2.7M (-7.6%) | 0.65% +0.021 pp | 0.01% -0.001 pp | USD125.66 +6.9% | 35 qtrs — |
| 49 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 230.5K +90.2K (+64.3%) | 30.96M +12.1M (+63.7%) | 0.62% +0.282 pp | 0.04% -0.014 pp | USD104.78 +28.2% | 24 qtrs — |
| 50 | SELECT EQUITY GROUP, L.P. | 219.3K +219.3K (+100.0%) | 29.46M +29.5M (+100.0%) | 0.59% +0.591 pp | 0.13% +0.127 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 51 | BESSEMER GROUP INC | 198.0K -5.0K (-2.5%) | 26.60M -767.0K (-2.8%) | 0.53% +0.043 pp | 0.04% -0.001 pp | USD102.23 +31.4% | 15 qtrs — |
| 52 | NUVEEN, LLC | 176.0K +100.5K (+132.9%) | 23.64M +13.5M (+132.1%) | 0.47% +0.292 pp | 0.01% +0.004 pp | USD139.71 -3.9% | 4 qtrs — |
| 53 | FIL LTD | 170.6K +46.5K (+37.5%) | 22.91M +6.2M (+37.0%) | 0.46% +0.160 pp | 0.02% +0.004 pp | USD115.26 +16.5% | 23 qtrs — |
| 54 | RENAISSANCE TECHNOLOGIES LLC | 159.2K -16.3K (-9.3%) | 21.39M -2.3M (-9.6%) | 0.43% +0.005 pp | 0.03% +0.002 pp | USD136.93 -1.9% | 8 qtrs — |
| 55 | MARSHALL WACE, LLP | 156.7K +120.9K (+337.6%) | 21.05M +16.2M (+336.0%) | 0.42% +0.336 pp | 0.02% +0.014 pp | USD134.42 -0.1% | 2 qtrs — |
| 56 | BNP PARIBAS ARBITRAGE, SNC | 134.3K +84.6K (+170.4%) | 18.04M +11.3M (+169.4%) | 0.36% +0.242 pp | 0.01% +0.005 pp | USD133.95 +0.3% | 35 qtrs — |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 125.3K +25.6K (+25.6%) | 16.83M +3.4M (+25.2%) | 0.34% +0.097 pp | 0.02% +0.005 pp | USD130.65 +2.8% | 35 qtrs — |
| 58 | CITIGROUP INC | 125.2K +1.1K (+0.9%) | 16.81M +89.8K (+0.5%) | 0.34% +0.038 pp | 0.01% +0.000 pp | USD142.28 -5.6% | 35 qtrs — |
| 59 | SQUAREPOINT OPS LLC | 123.0K +69.4K (+129.5%) | 16.52M +9.3M (+128.7%) | 0.33% +0.202 pp | 0.02% +0.010 pp | USD136.43 -1.6% | 9 qtrs — |
| 60 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118.1K -9.5K (-7.4%) | 15.87M -1.3M (-7.8%) | 0.32% +0.010 pp | 0.11% -0.005 pp | USD90.53 +48.4% | 22 qtrs — |
| 61 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 116.7K +116.7K (+100.0%) | 15.68M +15.7M (+100.0%) | 0.31% +0.315 pp | 0.02% +0.024 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 62 | SEGALL BRYANT & HAMILL, LLC | 112.2K +5.1K (+4.7%) | 15.08M +627.2K (+4.3%) | 0.30% +0.044 pp | 0.20% +0.012 pp | USD82.81 +62.2% | 24 qtrs — |
| 63 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 111.9K +— (+0.0%) | 15.03M -54.0K (-0.4%) | 0.30% +0.031 pp | 0.06% 0.000 pp | USD144.74 -7.2% | 23 qtrs — |
| 64 | ROYAL BANK OF CANADA | 111.7K -105.1K (-48.5%) | 15.01M -14.2M (-48.6%) | 0.30% -0.223 pp | 0.00% -0.002 pp | USD132.55 +1.3% | 31 qtrs — |
| 65 | RHUMBLINE ADVISERS | 105.9K -719.0 (-0.7%) | 14.22M -147.7K (-1.0%) | 0.29% +0.028 pp | 0.01% +0.000 pp | USD118.94 +12.9% | 35 qtrs — |
| 66 | PRICE T ROWE ASSOCIATES INC /MD/ | 100.4K +54.0K (+116.4%) | 13.48M +7.2M (+115.6%) | 0.27% +0.158 pp | 0.00% +0.001 pp | USD135.91 -1.2% | 23 qtrs — |
| 67 | CONGRESS ASSET MANAGEMENT CO /MA | 98.4K -1.1K (-1.1%) | 13.21M -201.5K (-1.5%) | 0.27% +0.025 pp | 0.09% +0.004 pp | USD123.36 +8.9% | 7 qtrs — |
| 68 | JEFFERIES FINANCIAL GROUP INC. | 98.2K +58.3K (+145.9%) | 13.19M +7.8M (+145.0%) | 0.26% +0.168 pp | 0.07% +0.042 pp | USD137.07 -2.0% | 4 qtrs — |
| 69 | TWO SIGMA INVESTMENTS, LP | 97.1K +85.7K (+753.4%) | 13.04M +11.5M (+750.3%) | 0.26% +0.234 pp | 0.02% +0.016 pp | USD134.75 -0.3% | 3 qtrs — |
| 70 | CANADA PENSION PLAN INVESTMENT BOARD | 93.7K +35.9K (+62.1%) | 12.58M +4.8M (+61.5%) | 0.25% +0.113 pp | 0.01% +0.003 pp | USD134.61 -0.2% | 2 qtrs — |
| 71 | MAN GROUP PLC | 89.8K +54.5K (+154.2%) | 12.06M +7.3M (+153.3%) | 0.24% +0.157 pp | 0.02% +0.012 pp | USD129.90 +3.4% | 22 qtrs — |
| 72 | RUSSELL INVESTMENTS GROUP, LTD. | 85.2K +40.1K (+89.2%) | 11.44M +5.4M (+88.5%) | 0.23% +0.121 pp | 0.01% +0.006 pp | USD102.40 +31.2% | 23 qtrs — |
| 73 | UBS ASSET MANAGEMENT AMERICAS INC | 83.3K -7.8K (-8.6%) | 11.19M -1.1M (-8.9%) | 0.22% +0.004 pp | 0.00% 0.000 pp | USD118.98 +12.9% | 26 qtrs — |
| 74 | LEGAL & GENERAL GROUP PLC | 82.8K -8.3K (-9.1%) | 11.12M -1.2M (-9.4%) | 0.22% +0.003 pp | 0.00% 0.000 pp | USD122.89 +9.3% | 36 qtrs — |
| 75 | SWISS NATIONAL BANK | 82.2K +6.0K (+7.9%) | 11.04M +769.3K (+7.5%) | 0.22% +0.037 pp | 0.01% +0.001 pp | USD81.32 +65.2% | 27 qtrs — |
| 76 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 82.0K +5.9K (+7.8%) | 11.02M +452.0K (+4.3%) | 0.22% +0.037 pp | 0.02% +0.004 pp | USD115.63 +16.2% | 32 qtrs — |
| 77 | STIFEL FINANCIAL CORP | 77.9K -11.3K (-12.6%) | 10.46M -1.6M (-12.9%) | 0.21% -0.006 pp | 0.01% -0.002 pp | USD120.97 +11.0% | 20 qtrs — |
| 78 | NATIXIS ADVISORS, L.P. | 77.2K +64.9K (+529.0%) | 10.37M +8.7M (+526.8%) | 0.21% +0.179 pp | 0.01% +0.012 pp | USD134.39 -0.1% | 16 qtrs — |
| 79 | VAN ECK ASSOCIATES CORP | 73.1K +5.7K (+8.4%) | 9.82M +732.0K (+8.1%) | 0.20% +0.034 pp | 0.01% 0.000 pp | USD138.64 -3.1% | 7 qtrs — |
| 80 | SG AMERICAS SECURITIES, LLC | 71.7K +60.5K (+541.8%) | 9.63M +8.1M (+539.6%) | 0.19% +0.166 pp | 0.01% +0.007 pp | USD134.51 -0.1% | 8 qtrs — |
| 81 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 66.3K +9.6K (+16.9%) | 8.91M +1.3M (+16.5%) | 0.18% +0.042 pp | 0.01% +0.001 pp | USD157.86 -14.9% | 6 qtrs — |
| 82 | LONGAEVA PARTNERS L.P. | 63.6K +63.6K (+100.0%) | 8.54M +8.5M (+100.0%) | 0.17% +0.172 pp | 0.72% +0.717 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 83 | FULLER & THALER ASSET MANAGEMENT, INC. | 60.4K +17.0K (+39.2%) | 8.11M +2.3M (+38.7%) | 0.16% +0.058 pp | 0.03% +0.008 pp | USD128.78 +4.3% | 14 qtrs — |
| 84 | JANE STREET GROUP, LLC | 58.3K -151.1K (-72.2%) | 7.83M -20.4M (-72.3%) | 0.16% -0.349 pp | 0.00% -0.003 pp | USD138.78 -3.2% | 26 qtrs — |
| 85 | CRAWFORD INVESTMENT COUNSEL INC | 56.1K +9.6K (+20.6%) | 7.53M +1.3M (+20.2%) | 0.15% +0.039 pp | 0.13% +0.022 pp | USD94.76 +41.7% | 12 qtrs — |
| 86 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 54.5K +54.5K (+100.0%) | 7.33M +7.3M (+100.0%) | 0.15% +0.147 pp | 0.25% +0.250 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 87 | BULLSEYE ASSET MANAGEMENT LLC | 54.0K +— (+0.0%) | 7.26M -27.0K (-0.4%) | 0.15% +0.015 pp | 3.91% +0.097 pp | USD63.70 +110.8% | 25 qtrs — |
| 88 | GOLDMAN SACHS GROUP INC | 53.5K -196.9K (-78.6%) | 7.18M -26.6M (-78.7%) | 0.14% -0.461 pp | 0.00% -0.003 pp | USD116.40 +15.4% | 31 qtrs — |
| 89 | LPL FINANCIAL LLC | 53.2K -1.1K (-2.0%) | 7.15M -170.6K (-2.3%) | 0.14% +0.012 pp | 0.00% 0.000 pp | USD136.29 -1.5% | 19 qtrs — |
| 90 | ENGLE CAPITAL MANAGEMENT, L.P. | 50.0K +50.0K (+100.0%) | 6.72M +6.7M (+100.0%) | 0.13% +0.135 pp | 2.59% +2.591 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 91 | BEACON HARBOR WEALTH ADVISORS, INC. | 49.9K +49.9K (+100.0%) | 6.71M +6.7M (+100.0%) | 0.13% +0.135 pp | 1.49% +1.487 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 92 | RETIREMENT SYSTEMS OF ALABAMA | 49.1K +162.0 (+0.3%) | 6.59M -1.7K (0.0%) | 0.13% +0.014 pp | 0.02% -0.001 pp | USD166.85 -19.5% | 6 qtrs — |
| 93 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 48.6K +38.8K (+394.8%) | 6.53M +5.2M (+393.1%) | 0.13% +0.107 pp | 0.05% +0.038 pp | USD135.89 -1.2% | 3 qtrs — |
| 94 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 48.5K +48.5K (+100.0%) | 6.51M +6.5M (+100.0%) | 0.13% +0.131 pp | 0.01% +0.011 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 95 | MORAN WEALTH MANAGEMENT, LLC | 46.8K +46.8K (+100.0%) | 6.29M +6.3M (+100.0%) | 0.13% +0.126 pp | 0.19% +0.193 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 96 | PRANA CAPITAL MANAGEMENT, LP | 46.5K +46.5K (+100.0%) | 6.25M +6.2M (+100.0%) | 0.13% +0.125 pp | 0.23% +0.227 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 97 | BW GESTAO DE INVESTIMENTOS LTDA. | 45.5K +45.5K (+100.0%) | 6.11M +6.1M (+100.0%) | 0.12% +0.123 pp | 0.14% +0.138 pp | USD134.31 +0.0% | 1 qtrs NEW |
| 98 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 44.5K +862.0 (+2.0%) | 6.08M +460.8K (+8.2%) | 0.12% +0.015 pp | 0.01% +0.001 pp | USD162.60 -17.4% | 6 qtrs — |
| 99 | ALLIANCEBERNSTEIN L.P. | 44.8K -3.0K (-6.2%) | 6.02M -422.1K (-6.6%) | 0.12% +0.005 pp | 0.00% 0.000 pp | USD121.47 +10.6% | 36 qtrs — |
| 100 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 44.6K -554.0 (-1.2%) | 5.99M -96.1K (-1.6%) | 0.12% +0.011 pp | 0.02% -0.001 pp | USD87.27 +53.9% | 22 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 163 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VanEck Alternative Asset Manager ETF GPZ | 3.47% | 8.09M | 0.40% |
| 2 | Invesco S&P MidCap 400 GARP ETF GRPM | 1.66% | 7.92M | 0.35% |
| 3 | State Street SPDR S&P Capital Markets ETF KCE | 1.59% | 7.13M | 0.35% |
| 4 | Invesco Global Listed Private Equity ETF PSP | 1.50% | 3.37M | 1.80% |
| 5 | iShares Listed Private Equity UCITS ETF IDPE.L | 1.35% | 10.53M | 0.75% |
| 6 | iShares Listed Private Equity UCITS ETF IPRA.AS | 1.35% | 1.17M | 0.75% |
| 7 | Invesco S&P MidCap Quality ETF XMHQ | 0.53% | 28.91M | 0.31% |
| 8 | First Trust Merger Arbitrage ETF NTRL | 0.41% | 72.2K | 0.95% |
| 9 | American Century Small Cap Growth Insights ETF ACSG | 0.32% | 80.0K | 0.49% |
| 10 | iShares Ageing Population UCITS ETF AGED.L | 0.31% | 2.70M | 0.40% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
7.00
Bullish
Ratio by volume
3.00
Bullish
Buys
7
Sells
1
Shares acquired
54.4K
Shares disposed
14.4K
Cash buys
6.00
Cash sales
—
Net activity
+40,000
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-14 | Kramer Andrea Anigati | Officer / 10% Owner | F-InKind | D | Class A Common Stock | 1,212 | 96.85 | 117.4K | 64,549 | D | ↗ |
| 2026-03-14 | Hirsch Erik R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 6,912 | 96.85 | 669.4K | 63,582 | D | ↗ |
| 2026-03-14 | Gavalis Lydia | Officer | F-InKind | D | Class A Common Stock | 549 | 96.85 | 53.2K | 32,889 | D | ↗ |
| 2026-03-14 | Carl Drew Thomas | Officer | F-InKind | D | Class A Common Stock | 85 | 96.85 | 8.2K | 1,178 | D | ↗ |
| 2026-03-14 | Armbrister Jeffrey Brian | Officer | F-InKind | D | Class A Common Stock | 590 | 96.85 | 57.1K | 10,849 | D | ↗ |
| 2026-02-24 | BERKMAN DAVID J | Director | P-Purchase | A | Class A Common Stock | 10,000 | 101.00 | 1.01M | 10,000 | I | ↗ |
| 2026-02-20 | Kramer Andrea Anigati | Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 2,325 | 107.53 | 250.0K | 65,761 | D | ↗ |
| 2026-02-20 | Hirsch Erik R. | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 9,225 | 107.13 | 988.3K | 70,494 | D | ↗ |
| 2026-02-20 | Giannini Mario L | Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 9,225 | 107.32 | 990.0K | 105,723 | D | ↗ |
| 2026-02-20 | Delgado-Moreira Juan | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 2,705 | 107.58 | 291.0K | 1,338,047 | D | ↗ |
| 2026-02-06 | Delgado-Moreira Juan | Director / Officer / 10% Owner | G-Gift | D | Class A Common Stock | 14,375 | 0.00 | — | 0 | I | ↗ |
| 2025-12-31 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 46 | 114.16 | 5.3K | 63,436 | D | ↗ |
| 2025-12-31 | Carl Drew Thomas | Officer | A-Award | A | Class A Common Stock | 46 | 114.16 | 5.3K | 1,263 | D | ↗ |
| 2025-11-07 | Delgado-Moreira Juan | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 4,008 | 129.84 | 520.4K | 1,310,455 | D | ↗ |
| 2025-09-30 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 46 | 114.57 | 5.3K | 63,390 | D | ↗ |
| 2025-09-16 | VARON LESLIE F | Director | A-Award | A | Class A Common Stock | 666 | 0.00 | — | 9,658 | D | ↗ |
| 2025-09-16 | SEXTON O GRIFFITH | Director / 10% Owner | A-Award | A | Class A Common Stock | 1,331 | 0.00 | — | 4,852 | D | ↗ |
| 2025-09-16 | Kramer Andrea Anigati | Officer / 10% Owner | F-InKind | D | Class A Common Stock | 736 | 146.53 | 107.8K | 63,344 | D | ↗ |
| 2025-09-16 | Graves Reynoldo Vann | Director | A-Award | A | Class A Common Stock | 333 | 0.00 | — | 1,681 | D | ↗ |
| 2025-09-16 | Gavalis Lydia | Officer | A-Award | A | Performance Stock | 1,356 | 0.00 | — | 1,356 | D | ↗ |
| 2025-09-16 | Carl Drew Thomas | Officer | A-Award | A | Performance Stock | 1,356 | 0.00 | — | 1,356 | D | ↗ |
| 2025-09-16 | Armbrister Jeffrey Brian | Officer | A-Award | A | Performance Stock | 2,033 | 0.00 | — | 2,033 | D | ↗ |
| 2025-09-04 | Whittemore Laurence | 10% Owner | J-Other | D | Class B Common Stock | 35,000 | 0.00 | 35.00 | 56,880 | D | ↗ |
| 2025-09-04 | Whittemore Edward B. | 10% Owner | J-Other | D | Class B Common Stock | 10,000 | 0.00 | 10.00 | 95,000 | D | ↗ |
| 2025-09-04 | SCHMERTZLER MICHAEL | 10% Owner | J-Other | D | Class B Units | 25,005 | 0.00 | — | 600,000 | I | ↗ |
| 2025-09-04 | Rogers Hartley R. | Director / Officer / 10% Owner | J-Other | D | Class B Units | 149,875 | 0.00 | — | 6,510,922 | I | ↗ |
| 2025-09-04 | HLA INVESTMENTS LLC | 10% Owner | J-Other | D | Class B Units | 320,005 | 0.00 | — | 8,128,907 | D | ↗ |
| 2025-09-04 | French River 5 Ltd | 10% Owner | S-Sale | D | Class A Common Stock | 150,000 | 146.51 | 21.98M | 330,015 | D | ↗ |
| 2025-09-02 | McAllister Margaret Anne | 10% Owner | — | — | Class B Common Stock | 0 | 0.00 | — | 300,000 | D | ↗ |
| 2025-08-31 | Rogers Hartley R. | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 100,125 | 0.00 | — | 6,660,797 | I | ↗ |
| 2025-08-28 | Delgado-Moreira Juan | Director / Officer / 10% Owner | G-Gift | A | Class A Common Stock | 7,600 | 0.00 | — | 1,306,447 | D | ↗ |
| 2025-03-31 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 42 | 126.37 | 5.3K | 64,080 | D | ↗ |
| 2025-03-31 | French River 5 Ltd | 10% Owner | — | — | Class A Common Stock | 0 | 0.00 | — | 480,015 | D | ↗ |
| 2025-03-14 | Kramer Andrea Anigati | Officer / 10% Owner | F-InKind | D | Class A Common Stock | 1,116 | 139.01 | 155.1K | 64,038 | D | ↗ |
| 2025-03-14 | Hirsch Erik R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,386 | 139.01 | 470.7K | 120,275 | D | ↗ |
| 2025-03-14 | Gavalis Lydia | Officer | F-InKind | D | Class A Common Stock | 613 | 139.01 | 85.2K | 33,438 | D | ↗ |
| 2025-03-14 | Delgado-Moreira Juan | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 34,031 | 0.00 | — | 1,298,847 | D | ↗ |
| 2025-03-14 | Carl Drew Thomas | Officer | A-Award | A | Class A Common Stock | 441 | 0.00 | — | 1,279 | D | ↗ |
| 2025-03-14 | Armbrister Jeffrey Brian | Officer | A-Award | A | Class A Common Stock | 2,001 | 0.00 | — | 12,377 | D | ↗ |
| 2025-02-12 | Whittemore Laurence | 10% Owner | J-Other | D | Class B Units | 65,000 | 0.00 | — | 91,880 | I | ↗ |
| 2025-02-12 | Whittemore Edward B. | 10% Owner | J-Other | D | Class B Common Stock | 15,000 | 0.00 | 15.00 | 105,000 | D | ↗ |
| 2025-02-12 | SEXTON O GRIFFITH | Director / 10% Owner | J-Other | D | Class B Common Stock | 25,000 | 0.00 | 25.00 | 291,233 | I | ↗ |
| 2025-02-12 | SCHMERTZLER MICHAEL | 10% Owner | J-Other | D | Class B Common Stock | 100,000 | 0.00 | 100.00 | 625,005 | D | ↗ |
| 2025-02-12 | Rogers Hartley R. | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 10,255 | 159.00 | 1.63M | 0 | D | ↗ |
| 2025-02-12 | HLA INVESTMENTS LLC | 10% Owner | J-Other | D | Class B Common Stock | 139,745 | 0.00 | 139.75 | 6,760,922 | I | ↗ |
| 2025-02-12 | Giannini Nicole | 10% Owner | J-Other | D | Class B Units | 25,000 | 0.00 | — | 213,648 | D | ↗ |
| 2025-02-12 | Giannini Mario L | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 1,000,000 | 0.00 | 1.0K | 1,312,331 | I | ↗ |
| 2025-02-12 | Giannini Kyera | 10% Owner | J-Other | D | Class B Units | 25,000 | 0.00 | — | 213,648 | D | ↗ |
| 2024-12-31 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 42 | 125.84 | 5.3K | 62,153 | D | ↗ |
| 2024-12-31 | Carl Drew Thomas | Officer | A-Award | A | Class A Common Stock | 24 | 125.84 | 3.0K | 838 | D | ↗ |
| 2024-11-11 | Delgado-Moreira Juan | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 525 | 201.81 | 106.0K | 21,975 | I | ↗ |
| 2024-09-30 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 26 | 143.13 | 3.7K | 62,111 | D | ↗ |
| 2024-09-30 | Carl Drew Thomas | Officer | A-Award | A | Class A Common Stock | 20 | 143.13 | 2.9K | 814 | D | ↗ |
| 2024-09-16 | VARON LESLIE F | Director | A-Award | A | Class A Common Stock | 669 | 0.00 | — | 8,992 | — | ↗ |
| 2024-09-16 | SEXTON O GRIFFITH | Director / 10% Owner | A-Award | A | Class A Common Stock | 1,337 | 0.00 | — | 3,521 | — | ↗ |
| 2024-09-16 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 6,683 | 0.00 | — | 62,085 | — | ↗ |
| 2024-09-16 | Hirsch Erik R. | Director / Officer / 10% Owner | A-Award | A | Performance Stock | 544,000 | 0.00 | — | 544,000 | — | ↗ |
| 2024-09-16 | Delgado-Moreira Juan | Director / Officer / 10% Owner | A-Award | A | Performance Stock | 544,000 | 0.00 | — | 544,000 | — | ↗ |
| 2024-09-16 | Armbrister Jeffrey Brian | Officer | A-Award | A | Performance Stock | 4,348 | 0.00 | — | 4,348 | — | ↗ |
| 2024-06-28 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 41 | 105.04 | 4.3K | 55,402 | — | ↗ |
| 2024-06-28 | Carl Drew Thomas | Officer | A-Award | A | Class A Common Stock | 25 | 105.04 | 2.6K | 794 | D | ↗ |
| 2024-03-29 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 40 | 95.85 | 3.8K | 55,361 | — | ↗ |
| 2024-03-29 | Carl Drew Thomas | Officer | A-Award | A | Class A Common Stock | 21 | 95.85 | 2.0K | 769 | D | ↗ |
| 2024-03-14 | Rogers Hartley R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 248 | 107.80 | 26.7K | 10,255 | — | ↗ |
| 2024-03-14 | Kramer Andrea Anigati | Officer / 10% Owner | F-InKind | D | Class A Common Stock | 1,115 | 107.80 | 120.2K | 55,321 | — | ↗ |
| 2024-03-14 | Hirsch Erik R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,140 | 107.80 | 338.5K | 87,660 | — | ↗ |
| 2024-03-14 | Gavalis Lydia | Officer | F-InKind | D | Class A Common Stock | 627 | 107.80 | 67.6K | 32,840 | — | ↗ |
| 2024-03-14 | Delgado-Moreira Juan | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 5,364 | 0.00 | — | 1,264,816 | — | ↗ |
| 2024-03-14 | Carl Drew Thomas | Officer | F-InKind | D | Class A Common Stock | 16 | 107.80 | 1.7K | 748 | — | ↗ |
| 2024-03-14 | Armbrister Jeffrey Brian | Officer | F-InKind | D | Class A Common Stock | 434 | 107.80 | 46.8K | 7,034 | — | ↗ |
| 2024-03-07 | Whittemore Edward B. | 10% Owner | J-Other | D | Class B Common Stock | 10,000 | 0.00 | 10.00 | 120,000 | — | ↗ |
| 2024-03-07 | SEXTON O GRIFFITH | Director / 10% Owner | J-Other | D | Class B Common Stock | 50,000 | 0.00 | 50.00 | 316,233 | — | ↗ |
| 2024-03-07 | Rogers Hartley R. | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 369,850 | 0.00 | 369.85 | 6,900,667 | — | ↗ |
| 2024-03-07 | Oakville Number 2 Trust | 10% Owner | S-Sale | D | Class A Common Stock | 55,000 | 108.00 | 5.94M | 480,015 | — | ↗ |
| 2024-03-07 | Kramer Andrea Anigati | Officer / 10% Owner | J-Other | D | Class C Units | 35,000 | 0.00 | — | 195,317 | — | ↗ |
| 2024-03-07 | HLA INVESTMENTS LLC | 10% Owner | J-Other | D | Class B Units | 400,000 | 0.00 | — | 6,900,667 | — | ↗ |
| 2024-03-07 | Giannini Nicole | 10% Owner | J-Other | D | Class B Units | 50,000 | 0.00 | — | 238,648 | — | ↗ |
| 2024-03-07 | Giannini Mario L | Director / Officer / 10% Owner | J-Other | D | Class B Units | 449,595 | 0.00 | — | 0 | — | ↗ |
| 2024-03-07 | Giannini Kyera | 10% Owner | J-Other | D | Class B Common Stock | 50,000 | 0.00 | 50.00 | 238,648 | — | ↗ |
| 2024-03-03 | Rogers Hartley R. | Director / Officer / 10% Owner | G-Gift | D | Class B Units | 30,150 | 0.00 | — | 7,270,517 | — | ↗ |
| 2024-01-31 | Varma Atul | Officer | F-InKind | D | Class A Common Stock | 1,973 | 117.90 | 232.6K | 6,936 | — | ↗ |
| 2023-12-29 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 55 | 96.42 | 5.3K | 8,909 | — | ↗ |
| 2023-12-29 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 45 | 96.42 | 4.3K | 52,903 | — | ↗ |
| 2023-12-29 | Carl Drew Thomas | Officer | A-Award | A | Class A Common Stock | 25 | 96.42 | 2.4K | 228 | — | ↗ |
| 2023-09-29 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 68 | 76.87 | 5.2K | 8,854 | — | ↗ |
| 2023-09-29 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 49 | 76.87 | 3.8K | 52,858 | — | ↗ |
| 2023-09-16 | VARON LESLIE F | Director | A-Award | A | Class A Common Stock | 1,474 | 0.00 | — | 8,323 | — | ↗ |
| 2023-09-16 | SEXTON O GRIFFITH | Director / 10% Owner | A-Award | A | Class A Common Stock | 2,184 | 0.00 | — | 19,598 | — | ↗ |
| 2023-09-16 | Graves Reynoldo Vann | Director | A-Award | A | Class A Common Stock | 1,092 | 0.00 | — | 1,348 | — | ↗ |
| 2023-08-16 | Varma Atul | Officer | S-Sale | D | Class A Common Stock | 459 | 92.25 | 42.3K | 8,786 | — | ↗ |
| 2023-08-08 | Armbrister Jeffrey Brian | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 5,059 | — | ↗ |
| 2023-06-30 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 78 | 67.98 | 5.3K | 9,245 | — | ↗ |
| 2023-06-30 | Kramer Andrea Anigati | Officer / 10% Owner | A-Award | A | Class A Common Stock | 64 | 67.98 | 4.4K | 52,809 | — | ↗ |
| 2023-05-08 | Kramer Andrea Anigati | Officer / 10% Owner | — | I | Class B Units | 135,970 | 0.00 | — | 0 | — | ↗ |
| 2023-04-14 | Donohue Michael T. | Director / Officer / 10% Owner | D-Return | D | Class A Common Stock | 2,809 | 0.00 | — | 29,345 | — | ↗ |
| 2023-04-14 | Carl Drew Thomas | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 664 | — | ↗ |
| 2023-03-31 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 83 | 62.88 | 5.2K | 9,167 | — | ↗ |
| 2023-03-31 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 83 | 62.88 | 5.2K | 32,154 | — | ↗ |
| 2023-03-14 | Varma Atul | Officer | F-InKind | D | Class A Common Stock | 516 | 64.76 | 33.4K | 5,957 | — | ↗ |
| 2023-03-14 | Rogers Hartley R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 1,468 | 64.76 | 95.1K | 10,503 | — | ↗ |
| 2023-03-14 | Hirsch Erik R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,134 | 64.76 | 203.0K | 68,873 | — | ↗ |
| 2023-03-14 | Gavalis Lydia | Officer | F-InKind | D | Class A Common Stock | 631 | 64.76 | 40.9K | 29,300 | — | ↗ |
| 2023-03-14 | Donohue Michael T. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 451 | 64.76 | 29.2K | 31,051 | — | ↗ |
| 2023-03-14 | Delgado-Moreira Juan | Officer / 10% Owner | A-Award | A | Class A Common Stock | 9,285 | 0.00 | — | 1,259,452 | — | ↗ |
| 2023-03-09 | Oakville Number 2 Trust | 10% Owner | S-Sale | D | Class A Common Stock | 100,000 | 76.41 | 7.64M | 535,015 | — | ↗ |
| 2023-03-09 | Giannini Mario L | Director / Officer / 10% Owner | J-Other | D | Class B Units | 500,000 | 0.00 | — | 449,595 | — | ↗ |
| 2022-12-30 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 40 | 54.30 | 2.2K | 6,473 | — | ↗ |
| 2022-12-30 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 40 | 54.30 | 2.2K | 31,502 | — | ↗ |
| 2022-11-07 | Graves Reynoldo Vann | Director | S-Sale | D | Class A Common Stock | 255 | 65.81 | 16.8K | 256 | — | ↗ |
| 2022-09-30 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 105 | 50.67 | 5.3K | 6,433 | — | ↗ |
| 2022-09-30 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 104 | 50.67 | 5.3K | 31,462 | — | ↗ |
| 2022-09-16 | Varma Atul | Officer | A-Award | A | Performance Stock | 6,522 | 0.00 | — | 6,522 | — | ↗ |
| 2022-09-16 | VARON LESLIE F | Director | A-Award | A | Class A Common Stock | 1,256 | 0.00 | — | 6,849 | — | ↗ |
| 2022-09-16 | SEXTON O GRIFFITH | Director / 10% Owner | A-Award | A | Class A Common Stock | 2,512 | 0.00 | — | 17,414 | — | ↗ |
| 2022-09-16 | Gavalis Lydia | Officer | A-Award | A | Performance Stock | 6,522 | 0.00 | — | 6,522 | — | ↗ |
| 2022-08-31 | Delgado-Moreira Juan | Officer | P-Purchase | A | Class A Common Stock | 12,351 | 69.35 | 856.5K | 1,247,518 | — | ↗ |
| 2022-06-30 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 92 | 57.10 | 5.3K | 6,328 | — | ↗ |
| 2022-06-30 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 92 | 57.10 | 5.3K | 31,358 | — | ↗ |
| 2022-04-08 | Delgado-Moreira Juan | Officer | A-Award | A | Class A Common Stock | 7,248 | 0.00 | — | 1,235,167 | — | ↗ |
| 2022-03-31 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 79 | 65.70 | 5.2K | 6,236 | — | ↗ |
| 2022-03-31 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 80 | 65.70 | 5.3K | 31,266 | — | ↗ |
| 2022-03-14 | Varma Atul | Officer | F-InKind | D | Class A Common Stock | 263 | 75.78 | 19.9K | 3,187 | — | ↗ |
| 2022-03-14 | Rogers Hartley R. | Officer | F-InKind | D | Class A Common Stock | 2,801 | 75.78 | 212.3K | 11,971 | — | ↗ |
| 2022-03-14 | Hirsch Erik R. | Officer | F-InKind | D | Class A Common Stock | 3,613 | 75.78 | 273.8K | 61,037 | — | ↗ |
| 2022-03-14 | Gavalis Lydia | Officer | F-InKind | D | Class A Common Stock | 637 | 75.78 | 48.3K | 27,753 | — | ↗ |
| 2022-03-14 | Donohue Michael T. | Director / Officer | F-InKind | D | Class A Common Stock | 441 | 75.78 | 33.4K | 29,948 | — | ↗ |
| 2021-12-31 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 61 | 88.08 | 5.4K | 30,389 | — | ↗ |
| 2021-09-16 | VARON LESLIE F | Director | A-Award | A | Class A Common Stock | 1,022 | 0.00 | — | 5,593 | — | ↗ |
| 2021-09-16 | SEXTON O GRIFFITH | Director / 10% Owner | A-Award | A | Class A Common Stock | 2,044 | 0.00 | — | 14,902 | — | ↗ |
| 2021-09-16 | Graves Reynoldo Vann | Director | A-Award | A | Class A Common Stock | 511 | 0.00 | — | 511 | — | ↗ |
| 2021-09-10 | Whittemore Edward B. | 10% Owner | J-Other | D | Class B Common Stock | 5,000 | 0.00 | 5.00 | 130,000 | — | ↗ |
| 2021-09-10 | Sexton Barbara | 10% Owner | J-Other | D | Class B Units | 50,000 | 0.00 | — | 366,233 | — | ↗ |
| 2021-09-10 | Rogers Hartley R. | Director / Officer / 10% Owner | J-Other | D | Class B Units | 238,400 | 0.00 | — | 7,300,667 | — | ↗ |
| 2021-09-10 | HLA INVESTMENTS LLC | 10% Owner | J-Other | D | Class B Units | 488,400 | 0.00 | — | 7,300,667 | — | ↗ |
| 2021-09-10 | Donohue Michael T. | Director / Officer / 10% Owner | J-Other | D | Class C Units | 5,000 | 0.00 | — | 3,204 | — | ↗ |
| 2021-09-10 | Delgado-Moreira Juan | Officer / 10% Owner | S-Sale | D | Class A Common Stock | 61,864 | 84.15 | 5.21M | 1,227,919 | — | ↗ |
| 2021-09-06 | Rogers Hartley R. | Director / Officer / 10% Owner | G-Gift | D | Class B Units | 250,000 | 0.00 | — | 7,539,067 | — | ↗ |
| 2021-06-30 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 68 | 77.45 | 5.3K | 30,255 | — | ↗ |
| 2021-06-17 | Lucey Kevin J. | Officer / 10% Owner | F-InKind | D | Class A Common Stock | 5,891 | 91.32 | 538.0K | 16,039 | — | ↗ |
| 2021-03-31 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 70 | 75.28 | 5.3K | 30,187 | — | ↗ |
| 2021-03-14 | Varma Atul | Officer | F-InKind | D | Class A Common Stock | 74 | 87.10 | 6.4K | 3,178 | — | ↗ |
| 2021-03-14 | Rogers Hartley R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 7,822 | 87.10 | 681.3K | 26,259 | — | ↗ |
| 2021-03-14 | Lucey Kevin J. | Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,142 | 87.10 | 273.7K | 21,930 | — | ↗ |
| 2021-03-14 | Hirsch Erik R. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 6,674 | 0.00 | — | 70,003 | — | ↗ |
| 2021-03-14 | Giannini Mario L | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 3,245 | 87.10 | 282.6K | 96,498 | — | ↗ |
| 2021-03-14 | Gavalis Lydia | Officer | F-InKind | D | Class A Common Stock | 533 | 87.10 | 46.4K | 28,390 | — | ↗ |
| 2021-03-14 | Donohue Michael T. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 611 | 87.10 | 53.2K | 30,117 | — | ↗ |
| 2021-03-14 | Delgado-Moreira Juan | Officer / 10% Owner | A-Award | A | Class A Common Stock | 4,306 | 0.00 | — | 1,289,783 | — | ↗ |
| 2021-03-04 | Whittemore Edward B. | 10% Owner | J-Other | D | Class B Common Stock | 10,000 | 0.00 | 10.00 | 135,000 | — | ↗ |
| 2021-03-04 | Sexton Barbara | 10% Owner | J-Other | D | Class B Common Stock | 50,000 | 0.00 | 50.00 | 416,233 | — | ↗ |
| 2021-03-04 | SCHMERTZLER MICHAEL | 10% Owner | J-Other | D | Class B Common Stock | 27,000 | 0.00 | 27.00 | 725,005 | — | ↗ |
| 2021-03-04 | Rogers Hartley R. | Director / Officer / 10% Owner | J-Other | D | Class B Units | 178,000 | 0.00 | — | 7,789,067 | — | ↗ |
| 2021-03-04 | Oakville Number 2 Trust | 10% Owner | S-Sale | D | Class A Common Stock | 75,000 | 87.36 | 6.55M | 635,015 | — | ↗ |
| 2021-03-04 | Lucey Kevin J. | Officer / 10% Owner | J-Other | D | Class B Units | 70,000 | 0.00 | — | 190,869 | — | ↗ |
| 2021-03-04 | HLA INVESTMENTS LLC | 10% Owner | J-Other | D | Class B Units | 228,000 | 0.00 | — | 7,789,067 | — | ↗ |
| 2021-03-04 | Giannini Mario L | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 500,000 | 0.00 | 500.00 | 949,595 | — | ↗ |
| 2021-03-03 | Graves Reynoldo Vann | Director | — | I | Class A Common Stock | 0 | 0.00 | — | 5 | — | ↗ |
| 2021-02-27 | Rogers Hartley R. | Director / Officer / 10% Owner | G-Gift | D | Class B Units | 50,000 | 0.00 | — | 7,967,067 | — | ↗ |
| 2020-12-31 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 80 | 66.34 | 5.3K | 1,013 | — | ↗ |
| 2020-12-31 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 80 | 66.34 | 5.3K | 30,102 | — | ↗ |
| 2020-12-10 | Lucey Kevin J. | Officer / 10% Owner | G-Gift | D | Class A Common Stock | 58,010 | 0.00 | — | 21,799 | — | ↗ |
| 2020-12-04 | Hirsch Erik R. | Director / Officer / 10% Owner | G-Gift | D | Class A Common Stock | 15,000 | 0.00 | — | 63,329 | — | ↗ |
| 2020-11-13 | VARON LESLIE F | Director | S-Sale | D | Class A Common Stock | 337 | 74.87 | 25.2K | 4,571 | — | ↗ |
| 2020-11-12 | VARON LESLIE F | Director | A-Award | A | Class A Common Stock | 834 | 0.00 | — | 4,908 | — | ↗ |
| 2020-11-12 | SEXTON O GRIFFITH | Director / 10% Owner | A-Award | A | Class A Common Stock | 1,669 | 0.00 | — | 12,858 | — | ↗ |
| 2020-09-30 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 96 | 54.90 | 5.3K | 933 | — | ↗ |
| 2020-09-30 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 96 | 54.90 | 5.3K | 30,022 | — | ↗ |
| 2020-09-04 | Whittemore Edward B. | 10% Owner | J-Other | D | Class B Units | 11,880 | 0.00 | — | 145,000 | — | ↗ |
| 2020-09-04 | Sexton Barbara | 10% Owner | J-Other | D | Class B Common Stock | 50,000 | 0.00 | 50.00 | 466,233 | — | ↗ |
| 2020-09-04 | SCHMERTZLER MICHAEL | 10% Owner | J-Other | D | Class B Units | 50,000 | 0.00 | — | 752,005 | — | ↗ |
| 2020-09-04 | Rogers Hartley R. | Director / Officer / 10% Owner | J-Other | D | Class B Units | 1,300,000 | 0.00 | — | 8,017,067 | — | ↗ |
| 2020-09-04 | Oakville Number 2 Trust | 10% Owner | S-Sale | D | Class A Common Stock | 75,000 | 70.18 | 5.26M | 710,015 | — | ↗ |
| 2020-09-04 | HLA INVESTMENTS LLC | 10% Owner | J-Other | D | Class B Units | 1,661,880 | 0.00 | — | 10,287,057 | — | ↗ |
| 2020-09-04 | Donohue Michael T. | Director / Officer / 10% Owner | J-Other | D | Class C Units | 5,000 | 0.00 | — | 8,204 | — | ↗ |
| 2020-08-31 | Rogers Hartley R. | Director / Officer / 10% Owner | G-Gift | D | Class B Units | 200,000 | 0.00 | — | 9,317,067 | — | ↗ |
| 2020-08-22 | Gavalis Lydia | Officer | F-InKind | D | Class A Common Stock | 511 | 69.82 | 35.7K | 27,631 | — | ↗ |
| 2020-06-30 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 92 | 57.26 | 5.3K | 29,926 | — | ↗ |
| 2020-06-05 | Whittemore Laurence | 10% Owner | J-Other | D | Class B Common Stock | 5,000 | 0.00 | 5.00 | 156,880 | — | ↗ |
| 2020-06-05 | Sexton Barbara | 10% Owner | J-Other | D | Class B Common Stock | 50,000 | 0.00 | 50.00 | 516,233 | — | ↗ |
| 2020-06-05 | SCHMERTZLER MICHAEL | 10% Owner | J-Other | D | Class B Units | 50,000 | 0.00 | — | 802,005 | — | ↗ |
| 2020-06-05 | Rogers Hartley R. | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 500,000 | 0.00 | 500.00 | 9,517,067 | — | ↗ |
| 2020-06-05 | Oakville Number 2 Trust | 10% Owner | S-Sale | D | Class A Common Stock | 65,000 | 70.09 | 4.56M | 785,015 | — | ↗ |
| 2020-06-05 | Lucey Kevin J. | Officer / 10% Owner | J-Other | D | Class B Common Stock | 100,000 | 0.00 | 100.00 | 260,869 | — | ↗ |
| 2020-06-05 | Hirsch Erik R. | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 308,080 | 0.00 | 308.08 | 1,109,781 | — | ↗ |
| 2020-06-05 | HLA INVESTMENTS LLC | 10% Owner | J-Other | D | Class B Common Stock | 600,000 | 0.00 | 600.00 | 9,517,067 | — | ↗ |
| 2020-06-05 | Giannini Nicole | 10% Owner | J-Other | D | Class B Common Stock | 25,000 | 0.00 | 25.00 | 288,648 | — | ↗ |
| 2020-06-05 | Giannini Mario L | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 500,000 | 0.00 | 500.00 | 1,449,595 | — | ↗ |
| 2020-06-05 | Giannini Kyera | 10% Owner | J-Other | D | Class B Units | 50,000 | 0.00 | — | 288,648 | — | ↗ |
| 2020-06-01 | Rogers Hartley R. | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 100,000 | 0.00 | — | 10,017,067 | — | ↗ |
| 2020-03-31 | Donohue Michael T. | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 113 | 47.01 | 5.3K | 29,834 | — | ↗ |
| 2020-03-14 | Varma Atul | Officer | A-Award | A | Class A Common Stock | 837 | 0.00 | — | 837 | — | ↗ |
| 2020-03-14 | Stilman Randy M. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 4,594 | 58.26 | 267.6K | 29,711 | — | ↗ |
| 2020-03-14 | Rogers Hartley R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 15,039 | 58.26 | 876.2K | 53,326 | — | ↗ |
| 2020-03-14 | Lucey Kevin J. | Officer / 10% Owner | F-InKind | D | Class A Common Stock | 6,733 | 58.26 | 392.3K | 79,809 | — | ↗ |
| 2020-03-14 | Hirsch Erik R. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 10,184 | 58.26 | 593.3K | 78,329 | — | ↗ |
| 2020-03-14 | Giannini Mario L | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 8,845 | 58.26 | 515.3K | 99,743 | — | ↗ |
| 2020-03-14 | Gavalis Lydia | Officer | A-Award | A | Class A Common Stock | 1,802 | 0.00 | — | 28,487 | — | ↗ |
| 2020-03-14 | Donohue Michael T. | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 705 | 58.26 | 41.1K | 29,721 | — | ↗ |
| 2020-03-14 | Delgado-Moreira Juan | Officer / 10% Owner | A-Award | A | Class A Common Stock | 6,265 | 0.00 | — | 1,285,477 | — | ↗ |
| 2020-01-06 | Varma Atul | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
682.7K
Shares Outstanding
55.53M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Erik R. Hirsch Co-Chief Executive Officer | 325.0K | 2.10M | 75.93M | — | — | 1.87M | 80.22M | 94.65% | ↗ |
| 2 | 2025 | Juan Delgado-Moreira Co-Chief Executive Officer | 320.9K | 1.41M | 75.67M | — | — | 1.63M | 79.03M | 95.75% | ↗ |
| 3 | 2025 | Andrea Anigati Kramer Chief Operating Officer | 325.0K | 1.05M | 2.10M | — | — | 1.37M | 4.84M | 43.33% | ↗ |
| 4 | 2025 | Jeffrey B. Armbrister Chief Financial Officer | 325.0K | 700.0K | 1.33M | — | — | 322.2K | 2.68M | 49.66% | ↗ |
| 5 | 2025 | Lydia A. Gavalis General Counsel and Secretary | 325.0K | 423.5K | 161.5K | — | — | 96.4K | 1.01M | 16.05% | ↗ |
| 6 | 2025 | Drew T. Carl Chief Accounting Officer | 319.2K | 264.0K | 58.8K | — | — | 16.4K | 658.5K | 8.93% | ↗ |
| 7 | 2024 | Erik R. Hirsch Co-Chief Executive Officer | 325.0K | 2.10M | 824.9K | — | — | 648.0K | 3.90M | 21.16% | ↗ |
| 8 | 2024 | Juan Delgado-Moreira Co-Chief Executive Officer | 319.7K | 1.40M | 551.1K | — | — | 582.1K | 2.86M | 19.30% | ↗ |
| 9 | 2024 | Andrea Anigati Kramer Chief Operating Officer | 325.0K | 924.1K | 363.0K | — | — | 562.3K | 2.17M | 16.69% | ↗ |
| 10 | 2024 | Jeffrey Armbrister Chief Financial Officer | 325.0K | 630.0K | 247.5K | — | — | 147.6K | 1.35M | 18.33% | ↗ |
| 11 | 2024 | Lydia Gavalis General Counsel and Secretary | 325.0K | 423.5K | 166.4K | — | — | 48.3K | 963.2K | 17.28% | ↗ |
| 12 | 2024 | Atul Varma former Chief Financial Officer | 285.0K | — | 123.5K | — | — | 430.9K | 839.4K | 14.71% | ↗ |
| 13 | 2024 | Drew T. Carl Chief Accounting Officer | 296.5K | 310.0K | 55.1K | — | — | 18.7K | 680.3K | 8.10% | ↗ |
| 14 | 2024 | Mario L. Giannini Executive Co-Chairman and former Chief Executive Officer | 350.0K | — | — | — | — | 26.3K | 376.3K | 0.00% | ↗ |
| 15 | 2023 | Erik R. Hirsch Vice Chairman | 325.0K | 2.10M | 835.7K | — | — | 2.39M | 5.65M | 14.79% | ↗ |
| 16 | 2023 | Juan Delgado-Moreira Vice Chairman | 319.1K | 1.40M | 1.06M | — | — | 1.48M | 4.26M | 24.89% | ↗ |
| 17 | 2023 | Atul Varma Chief Financial Officer | 325.0K | 472.5K | 382.3K | — | — | 134.0K | 1.31M | 29.10% | ↗ |
| 18 | 2023 | Lydia Gavalis General Counsel and Secretary | 325.0K | 385.0K | 347.5K | — | — | 77.3K | 1.13M | 30.62% | ↗ |
| 19 | 2023 | Mario L. Giannini Chief Executive Officer | 350.0K | — | — | — | — | 308.4K | 658.4K | 0.00% | ↗ |
| 20 | 2022 | Erik R. Hirsch Vice Chairman | 325.0K | 2.17M | 784.4K | — | — | 743.3K | 4.02M | 19.50% | ↗ |
| 21 | 2022 | Juan Delgado-Moreira Vice Chairman | 321.5K | 1.28M | — | — | — | 480.0K | 2.08M | 0.00% | ↗ |
| 22 | 2022 | Kevin J. Lucey Former Chief Operating Officer | 93.8K | — | — | — | — | 1.48M | 1.57M | 0.00% | ↗ |
| 23 | 2022 | Atul Varma Chief Financial Officer | 325.0K | 575.0K | 212.4K | — | — | 178.5K | 1.29M | 16.45% | ↗ |
| 24 | 2022 | Lydia Gavalis General Counsel and Secretary | 325.0K | 335.0K | 155.7K | — | — | 17.9K | 833.6K | 18.68% | ↗ |
| 25 | 2022 | Mario L. Giannini Chief Executive Officer | 350.0K | — | — | — | — | 361.5K | 711.5K | 0.00% | ↗ |
| 26 | 2021 | Erik R. Hirsch Vice Chairman | 325.0K | 1.42M | 555.7K | — | — | 1.40M | 3.70M | 15.02% | ↗ |
| 27 | 2021 | Juan Delgado-Moreira Vice Chairman | 322.5K | 1.18M | 358.6K | — | — | 402.2K | 2.26M | 15.88% | ↗ |
| 28 | 2021 | Kevin J. Lucey Former Chief Operating Officer | 325.0K | 815.0K | 272.5K | — | — | 292.4K | 1.70M | 15.99% | ↗ |
| 29 | 2021 | Atul Varma Chief Financial Officer | 325.0K | 455.0K | 186.4K | — | — | 102.3K | 1.07M | 17.44% | ↗ |
| 30 | 2021 | Mario L. Giannini Chief Executive Officer | 350.0K | — | — | — | — | 503.8K | 853.8K | 0.00% | ↗ |
| 31 | 2020 | Erik R. Hirsch Vice Chairman | 325.0K | 1.23M | 487.8K | — | — | 392.9K | 2.44M | 20.02% | ↗ |
| 32 | 2020 | Juan Delgado-Moreira Vice Chairman | 319.1K | 1.04M | 343.2K | — | — | 212.9K | 1.92M | 17.90% | ↗ |
| 33 | 2020 | Kevin J. Lucey Chief Operating Officer | 325.0K | 815.0K | 268.0K | — | — | 134.9K | 1.54M | 17.37% | ↗ |
| 34 | 2020 | Kevin J. Lucey Former Chief Operating Officer | 325.0K | 815.0K | 268.0K | — | — | 134.9K | 1.54M | 17.37% | ↗ |
| 35 | 2020 | Randy M. Stilman Former Chief Financial Officer | 325.0K | 400.0K | — | — | — | 441.3K | 1.17M | 0.00% | ↗ |
| 36 | 2020 | Mario L. Giannini Chief Executive Officer | 350.0K | — | — | — | — | 150.6K | 500.6K | 0.00% | ↗ |
| 37 | 2020 | Atul Varma Chief Financial Officer | 68.8K | 163.8K | 45.9K | — | — | — | 278.4K | 16.47% | ↗ |
| 38 | 2019 | Erik R. Hirsch Vice Chairman | 312.5K | 1.50M | 562.6K | — | — | 422.6K | 2.79M | 20.13% | ↗ |
| 39 | 2019 | Juan Delgado-Moreira Vice Chairman | 318.8K | 1.20M | 470.9K | — | — | 275.6K | 2.26M | 20.83% | ↗ |
| 40 | 2019 | Mario L. Giannini Chief Executive Officer | 350.0K | 1.10M | — | — | — | 283.0K | 1.73M | 0.00% | ↗ |
| 41 | 2019 | Hartley R. Rogers Chairman | 302.5K | 398.8K | 654.1K | — | — | 263.1K | 1.62M | 40.41% | ↗ |
| 42 | 2019 | Randy M. Stilman Former Chief Financial Officer | 275.0K | 345.0K | 144.6K | — | — | 87.8K | 852.4K | 16.96% | ↗ |
| 43 | 2019 | Randy M. Stilman Chief Financial Officer | 275.0K | 345.0K | 144.6K | — | — | 87.8K | 852.4K | 16.96% | ↗ |
| 44 | 2018 | Erik R. Hirsch Vice Chairman | 300.0K | 1.80M | 564.9K | — | — | 94.5K | 2.76M | 20.47% | ↗ |
| 45 | 2018 | Juan Delgado-Moreira Vice Chairman | 320.1K | 1.42M | 447.2K | — | — | 105.7K | 2.29M | 19.51% | ↗ |
| 46 | 2018 | Mario L. Giannini Chief Executive Officer | 350.0K | 1.40M | — | — | — | 84.6K | 1.83M | 0.00% | ↗ |
| 47 | 2018 | Hartley R. Rogers Chairman | 280.0K | 700.0K | 659.0K | — | — | 57.1K | 1.70M | 38.85% | ↗ |
| 48 | 2017 | Mario L. Giannini Chief Executive Officer | 350.0K | 2.22M | 505.0K | — | — | 334.5K | 3.41M | 14.82% | ↗ |
| 49 | 2017 | Erik R. Hirsch Vice Chairman | 300.0K | 1.98M | 451.0K | — | — | 279.9K | 3.01M | 14.98% | ↗ |
| 50 | 2017 | Juan Delgado-Moreira Managing Director | 322.2K | 1.47M | 367.9K | — | — | 382.2K | 2.54M | 14.47% | ↗ |
| 51 | 2017 | Juan Delgado-Moreira Vice Chairman | 322.2K | 1.47M | 335.2K | — | — | 382.2K | 2.51M | 13.35% | ↗ |
| 52 | 2017 | Hartley R. Rogers Chairman | 280.0K | 750.0K | 683.3K | — | — | 91.4K | 1.80M | 37.86% | ↗ |
| 53 | 2016 | Erik R. Hirsch Vice Chairman | 300.0K | 3.70M | 550.0K | — | — | 1.52M | 6.07M | 9.07% | ↗ |
| 54 | 2016 | Mario L. Giannini Chief Executive Officer | 350.0K | 3.30M | 700.0K | — | — | 1.25M | 5.60M | 12.51% | ↗ |
| 55 | 2016 | Hartley R. Rogers Chairman | 280.0K | 1.38M | 875.0K | — | — | 1.05M | 3.58M | 24.42% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Erik R. Hirsch | Co-CEO & Member of the Board | 4M | male |
| Juan Delgado-Moreira | Co-CEO & Director | 3M | — |
| Andrea F. Kramer | Chief Operating Officer | 3M | female |
| Jeffrey Armbrister | Chief Financial Officer | 1M | male |
| Mario Lucio Giannini | Executive Co-Chairman | 964.4K | male |
| Hartley Raymond Rogers | Executive Co-Chairman | 964.4K | male |
| Lydia A. Gavalis | General Counsel | 844.9K | female |
| Drew Carl | MD & Chief Accounting Officer | 599.7K | male |
| Thomas J. Kerr | MD & Co-Head of Investments, Co-Head of Secondaries and Co-Head of Secondary Investments | — | male |
| Lucy MacNichol | Principal & Head of Corporate Communications | — | female |
| Richard Hope | Co-Head of Investments & Head of Europe and (EMEA) | — | male |
| Robert D. Shin | Chief Compliance Officer & Chief Risk Officer | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for HLNE
Short-term intention
Target Price Distribution
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