Insider at

04

Insider transactions

05
0 buys (P) 0 sells (S) Net: $0 + 8 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
Feb. 12, 2025 HLNE J 25,000 · · 213,648 Direct -10.48% Disposed (price as of 2026-10-06)
Feb. 12, 2025 HLNE J 25,000 $159.00 $3,975,000 213,648 Direct -10.48% Disposed -45.6% (price as of 2026-10-06)
March 7, 2024 HLNE J 50,000 · · 238,648 Direct -17.32% Disposed (price as of 2026-10-06)
March 7, 2024 HLNE J 50,000 $108.00 $5,400,000 238,648 Direct -17.32% Disposed -19.9% (price as of 2026-10-06)
June 5, 2020 HLNE J 25,000 · · 288,648 Direct -7.97% Disposed (price as of 2026-10-06)
June 5, 2020 HLNE J 25,000 $70.09 $1,752,250 288,648 Direct -7.97% Disposed 23.4% (price as of 2026-10-06)
Sept. 12, 2019 HLNE J 50,000 · · 313,648 Direct -13.75% Disposed (price as of 2026-10-06)
Sept. 12, 2019 HLNE J 50,000 $60.01 $3,000,500 313,648 Direct -13.75% Disposed 44.1% (price as of 2026-10-06)

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.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
Feb. 12, 2025 HLNE Class B Units Class A Common Stock (25,000) · · 25,000 Disposed
March 7, 2024 HLNE Class B Units Class A Common Stock (50,000) · · 50,000 Disposed
June 5, 2020 HLNE Class B Units Class A Common Stock (25,000) · · 25,000 Disposed
Sept. 12, 2019 HLNE Class B Units Class A Common Stock (50,000) · · 50,000 Disposed

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

Initial ownership (Form 3) 2 holdings

07

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

DateTickerSecuritySharesOwnership
Dec. 14, 2018 HLNE Class B Common Stock 363,648 Indirect
Dec. 14, 2018 HLNE Class B Units→ Class A Common Stock (363,648) 363,648 Direct