Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 50 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.

DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
May 21, 2026 CNS A 187 · · 32,511 Direct +0.58% Acquired (price as of 2026-10-02)
March 19, 2026 CNS A 213 · · 32,225 Direct +0.67% Acquired (price as of 2026-10-02)
Jan. 30, 2026 CNS F 2,294 $64.58 $148,147 23,972 Direct -8.73% Disposed 13.0% (price as of 2026-10-02)
Jan. 30, 2026 CNS A 8,040 · · 32,012 Direct +33.54% Acquired (price as of 2026-10-02)
Nov. 20, 2025 CNS A 187 · · 26,205 Direct +0.72% Acquired (price as of 2026-10-02)
Oct. 17, 2025 CNS A 2,154 · · 26,018 Direct +9.03% Acquired (price as of 2026-10-02)
April 14, 2023 HLNE D 2,809 · · 29,345 Direct -8.74% Disposed (price as of 2026-10-02)
March 31, 2023 HLNE A 83 $62.88 $5,219 32,154 Direct +0.26% Acquired 38.4% (price as of 2026-10-02)
March 14, 2023 HLNE F 451 $64.76 $29,207 31,051 Direct -1.43% Disposed 34.4% (price as of 2026-10-02)
March 14, 2023 HLNE A 1,020 · · 32,071 Direct +3.28% Acquired (price as of 2026-10-02)
Dec. 30, 2022 HLNE A 40 $54.30 $2,172 31,502 Direct +0.13% Acquired 60.3% (price as of 2026-10-02)
Sept. 30, 2022 HLNE A 104 $50.67 $5,270 31,462 Direct +0.33% Acquired 71.8% (price as of 2026-10-02)
June 30, 2022 HLNE A 92 $57.10 $5,253 31,358 Direct +0.29% Acquired 52.4% (price as of 2026-10-02)
March 31, 2022 HLNE A 80 $65.70 $5,256 31,266 Direct +0.26% Acquired 32.5% (price as of 2026-10-02)
March 14, 2022 HLNE F 441 $75.78 $33,419 29,948 Direct -1.45% Disposed 14.9% (price as of 2026-10-02)
March 14, 2022 HLNE A 1,238 · · 31,186 Direct +4.13% Acquired (price as of 2026-10-02)
Dec. 31, 2021 HLNE A 61 $88.08 $5,373 30,389 Direct +0.20% Acquired -1.2% (price as of 2026-10-02)
Sept. 30, 2021 HLNE A 73 $72.10 $5,263 30,328 Direct +0.24% Acquired 20.7% (price as of 2026-10-02)
Sept. 10, 2021 HLNE J 5,000 $84.15 $420,750 3,204 Indirect -60.95% Disposed 3.4% (price as of 2026-10-02)
June 30, 2021 HLNE A 68 $77.45 $5,267 30,255 Direct +0.23% Acquired 12.4% (price as of 2026-10-02)
March 31, 2021 HLNE A 70 $75.28 $5,270 30,187 Direct +0.23% Acquired 15.6% (price as of 2026-10-02)
March 14, 2021 HLNE A 626 · · 30,728 Direct +2.08% Acquired (price as of 2026-10-02)
March 14, 2021 HLNE F 611 $87.10 $53,218 30,117 Direct -1.99% Disposed -0.1% (price as of 2026-10-02)
Dec. 31, 2020 HLNE A 80 $66.34 $5,307 30,102 Direct +0.27% Acquired 31.2% (price as of 2026-10-02)
Sept. 30, 2020 HLNE A 96 $54.90 $5,270 30,022 Direct +0.32% Acquired 58.5% (price as of 2026-10-02)
Sept. 4, 2020 HLNE J 5,000 $70.18 $350,900 8,204 Indirect -37.87% Disposed 24.0% (price as of 2026-10-02)
June 30, 2020 HLNE A 92 $57.26 $5,268 29,926 Direct +0.31% Acquired 52.0% (price as of 2026-10-02)
March 31, 2020 HLNE A 113 $47.01 $5,312 29,834 Direct +0.38% Acquired 85.2% (price as of 2026-10-02)
March 14, 2020 HLNE A 2,198 · · 30,426 Direct +7.79% Acquired (price as of 2026-10-02)
March 14, 2020 HLNE F 705 $58.26 $41,073 29,721 Direct -2.32% Disposed 49.4% (price as of 2026-10-02)
Dec. 31, 2019 HLNE A 89 $50.66 $4,509 28,228 Direct +0.32% Acquired 71.8% (price as of 2026-10-02)
Sept. 30, 2019 HLNE A 108 $48.42 $5,229 28,139 Direct +0.39% Acquired 79.8% (price as of 2026-10-02)
Sept. 12, 2019 HLNE J 10,000 $60.01 $600,100 13,204 Indirect -43.10% Disposed 45.0% (price as of 2026-10-02)
June 28, 2019 HLNE A 93 $57.06 $5,307 28,031 Direct +0.33% Acquired 52.5% (price as of 2026-10-02)
March 29, 2019 HLNE A 141 $37.04 $5,223 27,938 Direct +0.51% Acquired 135.0% (price as of 2026-10-02)
March 14, 2019 HLNE A 1,218 · · 28,750 Direct +4.42% Acquired (price as of 2026-10-02)
March 14, 2019 HLNE F 953 $43.55 $41,503 27,797 Direct -3.31% Disposed 99.9% (price as of 2026-10-02)
Sept. 17, 2018 HLNE J 9,500 $47.26 $448,970 23,204 Indirect -29.05% Disposed 84.2% (price as of 2026-10-02)
March 14, 2018 HLNE A 1,360 · · 28,664 Direct +4.98% Acquired (price as of 2026-10-02)
March 14, 2018 HLNE F 1,132 $38.07 $43,095 27,532 Direct -3.95% Disposed 128.6% (price as of 2026-10-02)
March 5, 2018 HLNE J 12,626 $32.79 $414,007 32,704 Indirect -27.85% Disposed 165.4% (price as of 2026-10-02)
March 28, 2017 HLNE F 1,559 $18.79 $29,294 17,285 Direct -8.27% Disposed 363.2% (price as of 2026-10-02)
March 28, 2017 HLNE F 1,060 $18.79 $19,917 17,784 Direct -5.63% Disposed 363.2% (price as of 2026-10-02)
March 14, 2017 HLNE A 3,353 · · 28,863 Direct +13.14% Acquired (price as of 2026-10-02)
March 6, 2017 HLNE J 11,779 · · 11,779 Direct · Acquired (price as of 2026-10-02)
March 6, 2017 HLNE J 13,731 · · 13,731 Direct · Acquired (price as of 2026-10-02)
March 6, 2017 HLNE J 11,779 · · 25,510 Direct +85.78% Acquired (price as of 2026-10-02)
March 6, 2017 HLNE J 26,819 · · 26,819 Indirect · Acquired (price as of 2026-10-02)
March 6, 2017 HLNE J 26,819 · · 26,819 Indirect · Acquired (price as of 2026-10-02)
March 6, 2017 HLNE J 45,330 · · 45,330 Indirect · Acquired (price as of 2026-10-02)

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.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
Sept. 10, 2021 HLNE Class C Units Class A Common Stock (5,000) · · 5,000 Disposed
Sept. 4, 2020 HLNE Class C Units Class A Common Stock (5,000) · · 5,000 Disposed
Sept. 12, 2019 HLNE Class C Units Class A Common Stock (10,000) · · 10,000 Disposed
Sept. 17, 2018 HLNE Class C Units Class A Common Stock (9,500) · · 9,500 Disposed
March 5, 2018 HLNE Class C Units Class A Common Stock (12,626) · · 12,626 Disposed
March 6, 2017 HLNE Class B Units Class A Common Stock (26,819) · · 26,819 Acquired
March 6, 2017 HLNE Class C Units Class A Common Stock (45,330) · · 45,330 Acquired

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

Initial ownership (Form 3) 1 holding

07

Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
Oct. 20, 2025 CNS Common Stock · Direct

Compensation (DEF 14A)

08

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

CNS

Interim CFO
Fiscal yearSalaryBonusStock awards Option awardsNon-equity incentivePension changeOtherTotal
2025 $350,000 $608,750 $578,697 · · · $56,592 $1,594,040

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