Kevin J. Lucey

CIK 1698398 · View on SEC EDGAR ↗

Activist

First SEC filing: Feb. 14, 2025 · Latest: Feb. 14, 2025

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 20 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

No open-market trades on record; showing all filings.

Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 17, 2021 HLNE F 5,891 $91.32 $537,966 16,039 Direct -26.86% Disposed 15.9% (price as of 2026-08-21)
March 14, 2021 HLNE A 3,273 — — 25,072 Direct +15.01% Acquired (price as of 2026-08-21)
March 14, 2021 HLNE F 3,142 $87.10 $273,668 21,930 Direct -12.53% Disposed 21.5% (price as of 2026-08-21)
March 4, 2021 HLNE J 70,000 — — 190,869 Direct -26.83% Disposed (price as of 2026-08-21)
March 4, 2021 HLNE J 70,000 $87.36 $6,115,200 190,869 Indirect -26.83% Disposed 21.1% (price as of 2026-08-21)
Dec. 10, 2020 HLNE G 58,010 — — 21,799 Direct -72.69% Disposed (price as of 2026-08-21)
Dec. 10, 2020 HLNE G 58,010 — — 58,010 Indirect — Acquired (price as of 2026-08-21)
June 5, 2020 HLNE J 100,000 — — 260,869 Direct -27.71% Disposed (price as of 2026-08-21)
June 5, 2020 HLNE J 100,000 $70.09 $7,009,000 260,869 Indirect -27.71% Disposed 51.0% (price as of 2026-08-21)
March 14, 2020 HLNE A 4,892 — — 86,542 Direct +5.99% Acquired (price as of 2026-08-21)
March 14, 2020 HLNE F 6,733 $58.26 $392,265 79,809 Direct -7.78% Disposed 81.6% (price as of 2026-08-21)
Sept. 12, 2019 HLNE J 18,886 — — 360,869 Direct -4.97% Disposed (price as of 2026-08-21)
Sept. 12, 2019 HLNE J 18,886 $60.01 $1,133,349 360,869 Indirect -4.97% Disposed 76.3% (price as of 2026-08-21)
Sept. 12, 2019 HLNE J 151,114 $60.01 $9,068,351 25,557 Indirect -85.53% Disposed 76.3% (price as of 2026-08-21)
March 14, 2019 HLNE A 7,922 — — 91,162 Direct +9.52% Acquired (price as of 2026-08-21)
March 14, 2019 HLNE F 9,512 $43.55 $414,248 81,650 Direct -10.43% Disposed 143.0% (price as of 2026-08-21)
March 14, 2019 HLNE J 70,000 $45.65 $3,195,500 176,671 Indirect -28.38% Disposed 131.8% (price as of 2026-08-21)
Sept. 17, 2018 HLNE J 180,000 $47.26 $8,506,800 246,671 Indirect -42.19% Disposed 123.9% (price as of 2026-08-21)
March 28, 2017 HLNE F 15,460 $18.79 $290,493 18,828 Direct -45.09% Disposed 463.1% (price as of 2026-08-21)
March 28, 2017 HLNE F 10,512 $18.79 $197,520 23,776 Direct -30.66% Disposed 463.1% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
March 4, 2021 HLNE Class B Units Class A Common Stock (70,000) — — 70,000 Disposed
June 5, 2020 HLNE Class B Units Class A Common Stock (100,000) — — 100,000 Disposed
Sept. 12, 2019 HLNE Class B Units Class A Common Stock (18,886) — — 18,886 Disposed
Sept. 12, 2019 HLNE Class C Units Class A Common Stock (151,114) — — 151,114 Disposed
March 14, 2019 HLNE Class C Units Class A Common Stock (70,000) — — 70,000 Disposed
Sept. 17, 2018 HLNE Class C Units Class A Common Stock (180,000) — — 180,000 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

HLNE

COO
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2020 $325,000 $815,000 — — — — $134,874 $1,542,858

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.