Hamilton Lane Inc. (HLNE) NASDAQ
$113.35 1.87 (1.68%)
Market Cap: $4.30B
As of 04/23/24 03:59 PM EDT. Market closed.
Hamilton Lane Inc. (HLNE)
NASDAQ
$113.35
1.87 (1.68%)
Market Cap: $4.30B
As of 04/23/24 03:59 PM EDT. Market closed.
hamilton lane is an independent alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. the firm has been dedicated to private markets investing for more than two decades and currently has 250 employees operating in offices throughout the u.s., london, hong kong, rio de janeiro, tel aviv and tokyo. with over $239 billion ... read more
Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
Gavalis Lydia | General Counsel & Secretary | Mar 14, 2024 | Option Exercise | $107.80 | 627 | 67,591 | 32,840 | Mar 18, 2024, 05:18 PM |
Kramer Andrea Anigati | Chief Operating Officer | Mar 14, 2024 | Option Exercise | $107.80 | 1,115 | 120,197 | 55,321 | Mar 18, 2024, 05:16 PM |
Rogers Hartley R. | Executive Co-Chairman | Mar 14, 2024 | Option Exercise | $107.80 | 248 | 26,734 | 10,255 | Mar 18, 2024, 05:14 PM |
Hirsch Erik R. | Co-Chief Executive Officer | Mar 14, 2024 | Option Exercise | $107.80 | 3,140 | 338,492 | 87,660 | Mar 18, 2024, 05:10 PM |
Armbrister Jeffrey Brian | Chief Financial Officer | Mar 14, 2024 | Option Exercise | $107.80 | 434 | 46,785 | 7,034 | Mar 18, 2024, 05:05 PM |
Carl Drew Thomas | Chief Accounting Officer | Dec 29, 2023 | Option Exercise | $96.42 | 25 | 2,410 | 228 | Mar 18, 2024, 05:03 PM |
Carl Drew Thomas | Chief Accounting Officer | Mar 14, 2024 | Option Exercise | $107.80 | 16 | 1,725 | 748 | Mar 18, 2024, 05:03 PM |
SEXTON O GRIFFITH | Director | Mar 07, 2024 | Option Exercise | $0.00 | 100,000 | 100 | 316,233 | Mar 11, 2024, 09:17 PM |
Giannini Mario L | Executive Co-Chairman | Mar 07, 2024 | Option Exercise | $0.00 | 449,595 | 450 | 0 | Mar 11, 2024, 08:55 PM |
Giannini Mario L | Executive Co-Chairman | Mar 07, 2024 | Option Exercise | $0.00 | 550,405 | 550 | 2,312,331 | Mar 11, 2024, 08:55 PM |
Rogers Hartley R. | Executive Co-Chairman | Mar 07, 2024 | Option Exercise | $0.00 | 369,850 | 370 | 6,900,667 | Mar 11, 2024, 08:40 PM |
HLA INVESTMENTS LLC | 10% Owner | Mar 07, 2024 | Option Exercise | $0.00 | 400,000 | 400 | 6,900,667 | Mar 11, 2024, 07:19 PM |
HLA INVESTMENTS LLC | 10% Owner | Mar 07, 2024 | Option Exercise | $0.00 | 510,000 | 510 | 8,818,657 | Mar 11, 2024, 07:19 PM |
Kramer Andrea Anigati | Chief Operating Officer | Dec 29, 2023 | Option Exercise | $96.42 | 45 | 4,339 | 52,903 | Mar 11, 2024, 06:33 PM |
Kramer Andrea Anigati | Chief Operating Officer | Sep 29, 2023 | Option Exercise | $76.87 | 49 | 3,767 | 52,858 | Mar 11, 2024, 06:33 PM |
Kramer Andrea Anigati | Chief Operating Officer | Jun 30, 2023 | Option Exercise | $67.98 | 64 | 4,351 | 52,809 | Mar 11, 2024, 06:33 PM |
Whittemore Edward B. | 10% Owner | Mar 07, 2024 | Option Exercise | $0.00 | 10,000 | 10 | 120,000 | Mar 11, 2024, 05:29 PM |
Oakville Number 2 Trust | 10% Owner | Mar 07, 2024 | Sale | $108.00 | 55,000 | 5,940,000 | 480,015 | Mar 11, 2024, 05:29 PM |
Giannini Kyera | 10% Owner | Mar 07, 2024 | Option Exercise | $0.00 | 50,000 | 50 | 238,648 | Mar 11, 2024, 05:29 PM |
Giannini Nicole | 10% Owner | Mar 07, 2024 | Option Exercise | $0.00 | 50,000 | 50 | 238,648 | Mar 11, 2024, 05:29 PM |
Varma Atul | Senior Advisor | Sep 29, 2023 | Option Exercise | $76.87 | 68 | 5,227 | 8,854 | Feb 02, 2024, 04:09 PM |
Varma Atul | Senior Advisor | Dec 29, 2023 | Option Exercise | $96.42 | 55 | 5,303 | 8,909 | Feb 02, 2024, 04:09 PM |
Varma Atul | Senior Advisor | Jan 31, 2024 | Option Exercise | $117.90 | 1,973 | 232,617 | 6,936 | Feb 02, 2024, 04:09 PM |
Carl Drew Thomas | Chief Accounting Officer | Sep 29, 2023 | Option Exercise | $76.87 | 27 | 2,075 | 703 | Nov 14, 2023, 04:14 PM |
Carl Drew Thomas | Chief Accounting Officer | Jun 30, 2023 | Option Exercise | $67.98 | 12 | 816 | 676 | Nov 14, 2023, 04:14 PM |
Carl Drew Thomas | Chief Accounting Officer | Nov 10, 2023 | Sale | $90.00 | 500 | 45,000 | 203 | Nov 14, 2023, 04:14 PM |
Varma Atul | Senior Advisor | Mar 31, 2023 | Option Exercise | $62.88 | 83 | 5,219 | 9,167 | Aug 18, 2023, 04:05 PM |
Varma Atul | Senior Advisor | Jun 30, 2023 | Option Exercise | $67.98 | 78 | 5,302 | 9,245 | Aug 18, 2023, 04:05 PM |
Varma Atul | Senior Advisor | Aug 16, 2023 | Sale | $92.25 | 459 | 42,343 | 8,786 | Aug 18, 2023, 04:05 PM |
Donohue Michael T. | Managing Director & Controller | Mar 31, 2023 | Option Exercise | $62.88 | 83 | 5,219 | 32,154 | Apr 17, 2023, 04:12 PM |
Rogers Hartley R. | Chairman | Mar 14, 2023 | Option Exercise | $64.76 | 1,468 | 95,068 | 10,503 | Mar 16, 2023, 04:10 PM |
Gavalis Lydia | General Counsel & Secretary | Mar 14, 2023 | Option Exercise | $64.76 | 631 | 40,864 | 29,300 | Mar 16, 2023, 04:09 PM |
Donohue Michael T. | Managing Director & Controller | Dec 30, 2022 | Option Exercise | $54.30 | 40 | 2,172 | 31,502 | Mar 16, 2023, 04:09 PM |
Donohue Michael T. | Managing Director & Controller | Sep 30, 2022 | Option Exercise | $50.67 | 104 | 5,270 | 31,462 | Mar 16, 2023, 04:09 PM |
Donohue Michael T. | Managing Director & Controller | Jun 30, 2022 | Option Exercise | $57.10 | 92 | 5,253 | 31,358 | Mar 16, 2023, 04:09 PM |
Donohue Michael T. | Managing Director & Controller | Mar 31, 2022 | Option Exercise | $65.70 | 80 | 5,256 | 31,266 | Mar 16, 2023, 04:09 PM |
Donohue Michael T. | Managing Director & Controller | Mar 14, 2023 | Option Exercise | $64.76 | 451 | 29,207 | 31,051 | Mar 16, 2023, 04:09 PM |
Varma Atul | Chief Financial Officer | Dec 30, 2022 | Option Exercise | $54.30 | 40 | 2,172 | 6,473 | Mar 16, 2023, 04:08 PM |
Varma Atul | Chief Financial Officer | Sep 30, 2022 | Option Exercise | $50.67 | 105 | 5,320 | 6,433 | Mar 16, 2023, 04:08 PM |
Varma Atul | Chief Financial Officer | Mar 14, 2023 | Option Exercise | $64.76 | 516 | 33,416 | 5,957 | Mar 16, 2023, 04:08 PM |
Hirsch Erik R. | Vice Chairman | Mar 14, 2023 | Option Exercise | $64.76 | 3,134 | 202,958 | 68,873 | Mar 16, 2023, 04:08 PM |
Oakville Number 2 Trust | 10% Owner | Mar 09, 2023 | Sale | $76.41 | 100,000 | 7,641,000 | 535,015 | Mar 09, 2023, 07:58 PM |
Giannini Mario L | Chief Executive Officer | Mar 09, 2023 | Option Exercise | $0.00 | 500,000 | 500 | 449,595 | Mar 09, 2023, 07:57 PM |
Graves Reynoldo Vann | Director | Nov 07, 2022 | Sale | $65.81 | 255 | 16,782 | 256 | Nov 07, 2022, 05:33 PM |
Varma Atul | Chief Financial Officer | Jun 30, 2022 | Option Exercise | $57.10 | 92 | 5,253 | 6,328 | Sep 20, 2022, 04:22 PM |
Varma Atul | Chief Financial Officer | Mar 31, 2022 | Option Exercise | $65.70 | 79 | 5,190 | 6,236 | Sep 20, 2022, 04:22 PM |
Delgado-Moreira Juan | Vice Chairman | Sep 01, 2022 | Buy | $69.38 | 2,649 | 183,788 | 1,250,167 | Sep 02, 2022, 04:08 PM |
Delgado-Moreira Juan | Vice Chairman | Aug 31, 2022 | Buy | $69.35 | 12,351 | 856,542 | 1,247,518 | Sep 02, 2022, 04:08 PM |
Varma Atul | Chief Financial Officer | Mar 31, 2021 | Option Exercise | $75.28 | 70 | 5,270 | 3,248 | Mar 17, 2022, 04:38 PM |
Varma Atul | Chief Financial Officer | Dec 31, 2021 | Option Exercise | $88.08 | 61 | 5,373 | 3,450 | Mar 17, 2022, 04:38 PM |
Varma Atul | Chief Financial Officer | Sep 30, 2021 | Option Exercise | $72.10 | 73 | 5,263 | 3,389 | Mar 17, 2022, 04:38 PM |
Varma Atul | Chief Financial Officer | Jun 30, 2021 | Option Exercise | $77.45 | 68 | 5,267 | 3,316 | Mar 17, 2022, 04:38 PM |
Varma Atul | Chief Financial Officer | Mar 14, 2022 | Option Exercise | $75.78 | 263 | 19,930 | 3,187 | Mar 17, 2022, 04:38 PM |
Donohue Michael T. | Managing Director & Controller | Dec 31, 2021 | Option Exercise | $88.08 | 61 | 5,373 | 30,389 | Mar 16, 2022, 04:19 PM |
Donohue Michael T. | Managing Director & Controller | Sep 30, 2021 | Option Exercise | $72.10 | 73 | 5,263 | 30,328 | Mar 16, 2022, 04:19 PM |
Donohue Michael T. | Managing Director & Controller | Mar 14, 2022 | Option Exercise | $75.78 | 441 | 33,419 | 29,948 | Mar 16, 2022, 04:19 PM |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | Sep 30, 2021 | Option Exercise | $72.10 | 73 | 5,263 | 3,389 | Mar 16, 2022, 04:19 PM |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | Jun 30, 2021 | Option Exercise | $77.45 | 68 | 5,267 | 3,316 | Mar 16, 2022, 04:19 PM |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | Mar 31, 2021 | Option Exercise | $75.28 | 70 | 5,270 | 3,248 | Mar 16, 2022, 04:19 PM |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | Dec 31, 2021 | Option Exercise | $88.08 | 61 | 5,373 | 3,450 | Mar 16, 2022, 04:19 PM |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | Mar 14, 2022 | Option Exercise | $75.78 | 263 | 19,930 | 3,187 | Mar 16, 2022, 04:19 PM |
Rogers Hartley R. | Chairman | Mar 14, 2022 | Option Exercise | $75.78 | 2,801 | 212,260 | 11,971 | Mar 16, 2022, 04:19 PM |
Gavalis Lydia | General Counsel & Secretary | Mar 14, 2022 | Option Exercise | $75.78 | 637 | 48,272 | 27,753 | Mar 16, 2022, 04:18 PM |
Hirsch Erik R. | Vice Chairman | Mar 14, 2022 | Option Exercise | $75.78 | 3,613 | 273,793 | 61,037 | Mar 16, 2022, 04:18 PM |
Rogers Hartley R. | Chairman | Sep 10, 2021 | Option Exercise | $0.00 | 238,400 | 238 | 7,300,667 | Sep 14, 2021, 04:32 PM |
Rogers Hartley R. | Chairman | Sep 10, 2021 | Sale | $84.15 | 11,487 | 966,631 | 14,772 | Sep 14, 2021, 04:32 PM |
Donohue Michael T. | Managing Director & Controller | Jun 30, 2021 | Option Exercise | $77.45 | 68 | 5,267 | 30,255 | Sep 14, 2021, 04:32 PM |
Donohue Michael T. | Managing Director & Controller | Mar 31, 2021 | Option Exercise | $75.28 | 70 | 5,270 | 30,187 | Sep 14, 2021, 04:32 PM |
Whittemore Edward B. | 10% Owner | Sep 10, 2021 | Option Exercise | $0.00 | 5,000 | 5 | 130,000 | Sep 14, 2021, 04:31 PM |
Delgado-Moreira Juan | Vice Chairman | Sep 10, 2021 | Sale | $84.15 | 61,864 | 5,205,856 | 1,227,919 | Sep 14, 2021, 04:31 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 10, 2021 | Option Exercise | $0.00 | 488,400 | 488 | 7,300,667 | Sep 14, 2021, 04:31 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 10, 2021 | Option Exercise | $0.00 | 593,400 | 593 | 9,328,657 | Sep 14, 2021, 04:31 PM |
Sexton Barbara | 10% Owner | Sep 10, 2021 | Option Exercise | $0.00 | 100,000 | 100 | 366,233 | Sep 14, 2021, 04:30 PM |
Lucey Kevin J. | Chief Operating Officer | Jun 17, 2021 | Option Exercise | $91.32 | 5,891 | 537,966 | 16,039 | Jun 22, 2021, 08:33 AM |
Hirsch Erik R. | Vice Chairman | Mar 14, 2021 | Option Exercise | $87.10 | 5,353 | 466,246 | 64,650 | Mar 16, 2021, 04:58 PM |
Donohue Michael T. | Managing Director & Controller | Dec 31, 2020 | Option Exercise | $66.34 | 80 | 5,307 | 30,102 | Mar 16, 2021, 04:58 PM |
Donohue Michael T. | Managing Director & Controller | Sep 30, 2020 | Option Exercise | $54.90 | 96 | 5,270 | 30,022 | Mar 16, 2021, 04:58 PM |
Donohue Michael T. | Managing Director & Controller | Mar 14, 2021 | Option Exercise | $87.10 | 611 | 53,218 | 30,117 | Mar 16, 2021, 04:58 PM |
Giannini Mario L | Chief Executive Officer | Mar 14, 2021 | Option Exercise | $87.10 | 3,245 | 282,639 | 96,498 | Mar 16, 2021, 04:57 PM |
Gavalis Lydia | General Counsel & Secretary | Mar 14, 2021 | Option Exercise | $87.10 | 533 | 46,424 | 28,390 | Mar 16, 2021, 04:57 PM |
Rogers Hartley R. | Chairman | Mar 14, 2021 | Option Exercise | $87.10 | 7,822 | 681,296 | 26,259 | Mar 16, 2021, 04:56 PM |
Varma Atul | Chief Financial Officer | Dec 31, 2020 | Option Exercise | $66.34 | 80 | 5,307 | 1,013 | Mar 16, 2021, 04:56 PM |
Varma Atul | Chief Financial Officer | Sep 30, 2020 | Option Exercise | $54.90 | 96 | 5,270 | 933 | Mar 16, 2021, 04:56 PM |
Varma Atul | Chief Financial Officer | Mar 14, 2021 | Option Exercise | $87.10 | 74 | 6,445 | 3,178 | Mar 16, 2021, 04:56 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 14, 2021 | Option Exercise | $87.10 | 3,142 | 273,668 | 21,930 | Mar 16, 2021, 04:55 PM |
Whittemore Edward B. | 10% Owner | Mar 04, 2021 | Option Exercise | $0.00 | 10,000 | 10 | 135,000 | Mar 08, 2021, 05:43 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 04, 2021 | Option Exercise | $0.00 | 70,000 | 70 | 190,869 | Mar 08, 2021, 05:42 PM |
HLA INVESTMENTS LLC | 10% Owner | Mar 04, 2021 | Option Exercise | $0.00 | 228,000 | 228 | 7,789,067 | Mar 08, 2021, 05:42 PM |
HLA INVESTMENTS LLC | 10% Owner | Mar 04, 2021 | Option Exercise | $0.00 | 365,000 | 365 | 9,922,057 | Mar 08, 2021, 05:42 PM |
Rogers Hartley R. | Chairman | Mar 04, 2021 | Option Exercise | $0.00 | 178,000 | 178 | 7,789,067 | Mar 08, 2021, 05:41 PM |
Rogers Hartley R. | Chairman | Mar 04, 2021 | Sale | $87.36 | 19,245 | 1,681,243 | 34,081 | Mar 08, 2021, 05:41 PM |
Oakville Number 2 Trust | 10% Owner | Mar 04, 2021 | Sale | $87.36 | 75,000 | 6,552,000 | 635,015 | Mar 08, 2021, 05:41 PM |
Sexton Barbara | 10% Owner | Mar 04, 2021 | Option Exercise | $0.00 | 100,000 | 100 | 416,233 | Mar 08, 2021, 05:41 PM |
SCHMERTZLER MICHAEL | 10% Owner | Mar 04, 2021 | Option Exercise | $0.00 | 27,000 | 27 | 725,005 | Mar 08, 2021, 05:40 PM |
Giannini Mario L | Chief Executive Officer | Mar 04, 2021 | Option Exercise | $0.00 | 500,000 | 500 | 949,595 | Mar 08, 2021, 05:40 PM |
VARON LESLIE F | Director | Nov 13, 2020 | Sale | $74.87 | 337 | 25,231 | 4,571 | Nov 16, 2020, 04:17 PM |
Rogers Hartley R. | Chairman | Sep 04, 2020 | Option Exercise | $0.00 | 1,300,000 | 1,300 | 8,017,067 | Sep 09, 2020, 05:44 PM |
Donohue Michael T. | Managing Director & Controller | Jun 30, 2020 | Option Exercise | $57.26 | 92 | 5,268 | 29,926 | Sep 09, 2020, 05:43 PM |
Donohue Michael T. | Managing Director & Controller | Mar 31, 2020 | Option Exercise | $47.01 | 113 | 5,312 | 29,834 | Sep 09, 2020, 05:43 PM |
SCHMERTZLER MICHAEL | 10% Owner | Sep 04, 2020 | Option Exercise | $0.00 | 50,000 | 50 | 752,005 | Sep 09, 2020, 05:43 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 04, 2020 | Option Exercise | $0.00 | 1,500,000 | 1,500 | 8,017,067 | Sep 09, 2020, 05:43 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 04, 2020 | Option Exercise | $0.00 | 1,661,880 | 1,662 | 10,287,057 | Sep 09, 2020, 05:43 PM |
Whittemore Edward B. | 10% Owner | Sep 04, 2020 | Option Exercise | $0.00 | 11,880 | 12 | 145,000 | Sep 09, 2020, 05:42 PM |
Sexton Barbara | 10% Owner | Sep 04, 2020 | Option Exercise | $0.00 | 100,000 | 100 | 466,233 | Sep 09, 2020, 05:42 PM |
Oakville Number 2 Trust | 10% Owner | Sep 04, 2020 | Sale | $70.18 | 75,000 | 5,263,500 | 710,015 | Sep 09, 2020, 05:42 PM |
Gavalis Lydia | General Counsel & Secretary | Aug 22, 2020 | Option Exercise | $69.82 | 511 | 35,678 | 27,631 | Aug 25, 2020, 04:06 PM |
Rogers Hartley R. | Chairman | Jun 05, 2020 | Option Exercise | $0.00 | 500,000 | 500 | 9,517,067 | Jun 09, 2020, 04:50 PM |
Lucey Kevin J. | Chief Operating Officer | Jun 05, 2020 | Option Exercise | $0.00 | 100,000 | 100 | 260,869 | Jun 09, 2020, 04:49 PM |
Oakville Number 2 Trust | 10% Owner | Jun 05, 2020 | Sale | $70.09 | 65,000 | 4,555,850 | 785,015 | Jun 09, 2020, 04:49 PM |
Giannini Kyera | 10% Owner | Jun 05, 2020 | Option Exercise | $0.00 | 50,000 | 50 | 288,648 | Jun 09, 2020, 04:48 PM |
SCHMERTZLER MICHAEL | 10% Owner | Jun 05, 2020 | Option Exercise | $0.00 | 50,000 | 50 | 802,005 | Jun 09, 2020, 04:48 PM |
Hirsch Erik R. | Vice Chairman | Jun 05, 2020 | Option Exercise | $0.00 | 308,080 | 308 | 1,109,781 | Jun 09, 2020, 04:48 PM |
Giannini Nicole | 10% Owner | Jun 05, 2020 | Option Exercise | $0.00 | 25,000 | 25 | 288,648 | Jun 09, 2020, 04:47 PM |
HLA INVESTMENTS LLC | 10% Owner | Jun 05, 2020 | Option Exercise | $0.00 | 600,000 | 600 | 9,517,067 | Jun 09, 2020, 04:47 PM |
HLA INVESTMENTS LLC | 10% Owner | Jun 05, 2020 | Option Exercise | $0.00 | 755,000 | 755 | 11,948,937 | Jun 09, 2020, 04:47 PM |
Whittemore Laurence | 10% Owner | Jun 05, 2020 | Option Exercise | $0.00 | 5,000 | 5 | 156,880 | Jun 09, 2020, 04:46 PM |
Sexton Barbara | 10% Owner | Jun 05, 2020 | Option Exercise | $0.00 | 100,000 | 100 | 516,233 | Jun 09, 2020, 04:46 PM |
Giannini Mario L | Chief Executive Officer | Jun 05, 2020 | Option Exercise | $0.00 | 500,000 | 500 | 1,449,595 | Jun 09, 2020, 04:46 PM |
Rogers Hartley R. | Chairman | Mar 14, 2020 | Option Exercise | $58.26 | 15,039 | 876,172 | 53,326 | Mar 17, 2020, 05:45 PM |
Gavalis Lydia | General Counsel & Secretary | Mar 14, 2020 | Option Exercise | $58.26 | 345 | 20,100 | 28,142 | Mar 17, 2020, 05:45 PM |
Donohue Michael T. | Managing Director & Controller | Dec 31, 2019 | Option Exercise | $50.66 | 89 | 4,509 | 28,228 | Mar 17, 2020, 05:45 PM |
Donohue Michael T. | Managing Director & Controller | Sep 30, 2019 | Option Exercise | $48.42 | 108 | 5,229 | 28,139 | Mar 17, 2020, 05:45 PM |
Donohue Michael T. | Managing Director & Controller | Mar 14, 2020 | Option Exercise | $58.26 | 705 | 41,073 | 29,721 | Mar 17, 2020, 05:45 PM |
Giannini Mario L | Chief Executive Officer | Mar 14, 2020 | Option Exercise | $58.26 | 8,845 | 515,310 | 99,743 | Mar 17, 2020, 05:44 PM |
Hirsch Erik R. | Vice Chairman | Mar 14, 2020 | Option Exercise | $58.26 | 10,184 | 593,320 | 78,329 | Mar 17, 2020, 05:43 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 14, 2020 | Option Exercise | $58.26 | 6,733 | 392,265 | 79,809 | Mar 17, 2020, 05:43 PM |
Stilman Randy M. | Managing Director, Finance | Dec 31, 2019 | Option Exercise | $50.66 | 105 | 5,319 | 34,305 | Mar 17, 2020, 05:43 PM |
Stilman Randy M. | Managing Director, Finance | Sep 30, 2019 | Option Exercise | $48.42 | 110 | 5,326 | 34,200 | Mar 17, 2020, 05:43 PM |
Stilman Randy M. | Managing Director, Finance | Mar 14, 2020 | Option Exercise | $58.26 | 4,594 | 267,646 | 29,711 | Mar 17, 2020, 05:43 PM |
Devlin Tara | 10% Owner | Sep 30, 2019 | Option Exercise | $48.42 | 110 | 5,326 | 32,981 | Nov 26, 2019, 04:10 PM |
Devlin Tara | 10% Owner | Jun 28, 2019 | Option Exercise | $48.50 | 108 | 5,238 | 32,871 | Nov 26, 2019, 04:10 PM |
Devlin Tara | 10% Owner | Mar 29, 2019 | Option Exercise | $37.04 | 143 | 5,297 | 32,763 | Nov 26, 2019, 04:10 PM |
Devlin Tara | 10% Owner | Nov 22, 2019 | Sale | $55.57 | 10,000 | 555,700 | 32,620 | Nov 26, 2019, 04:10 PM |
SCHMERTZLER MICHAEL | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 50,000 | 50 | 852,005 | Sep 16, 2019, 05:52 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 421,544 | 422 | 10,117,067 | Sep 16, 2019, 05:52 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 616,544 | 617 | 12,703,937 | Sep 16, 2019, 05:52 PM |
Sexton Barbara | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 100,000 | 100 | 566,233 | Sep 16, 2019, 05:51 PM |
Giannini Nicole | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 50,000 | 50 | 313,648 | Sep 16, 2019, 05:51 PM |
Whittemore Edward B. | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 25,000 | 25 | 156,880 | Sep 16, 2019, 05:51 PM |
Giannini Mario L | Chief Executive Officer | Sep 12, 2019 | Option Exercise | $0.00 | 500,000 | 500 | 1,949,595 | Sep 16, 2019, 05:50 PM |
Delgado-Moreira Juan | Vice Chairman | Sep 12, 2019 | Sale | $60.01 | 150,000 | 9,001,500 | 1,279,212 | Sep 16, 2019, 05:50 PM |
Whittemore Laurence | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 20,000 | 20 | 161,880 | Sep 16, 2019, 05:50 PM |
Donohue Michael T. | Managing Director & Controller | Jun 28, 2019 | Option Exercise | $57.06 | 93 | 5,307 | 28,031 | Sep 16, 2019, 05:48 PM |
Donohue Michael T. | Managing Director & Controller | Mar 29, 2019 | Option Exercise | $37.04 | 141 | 5,223 | 27,938 | Sep 16, 2019, 05:48 PM |
Giannini Kyera | 10% Owner | Sep 12, 2019 | Option Exercise | $0.00 | 25,000 | 25 | 338,648 | Sep 16, 2019, 05:47 PM |
Rogers Hartley R. | Chairman | Sep 12, 2019 | Option Exercise | $0.00 | 421,544 | 422 | 10,117,067 | Sep 16, 2019, 05:47 PM |
Rogers Hartley R. | Chairman | Sep 12, 2019 | Sale | $60.01 | 78,456 | 4,708,144 | 65,533 | Sep 16, 2019, 05:47 PM |
Lucey Kevin J. | Chief Operating Officer | Sep 12, 2019 | Option Exercise | $0.00 | 18,886 | 19 | 360,869 | Sep 16, 2019, 05:46 PM |
Stilman Randy M. | CFO and Treasurer | Jun 28, 2019 | Option Exercise | $57.06 | 109 | 6,220 | 34,090 | Sep 16, 2019, 05:46 PM |
Stilman Randy M. | CFO and Treasurer | Mar 29, 2019 | Option Exercise | $37.04 | 143 | 5,297 | 33,981 | Sep 16, 2019, 05:46 PM |
Stilman Randy M. | CFO and Treasurer | Sep 12, 2019 | Option Exercise | $0.00 | 200,000 | 200 | 357,429 | Sep 16, 2019, 05:46 PM |
Gavalis Lydia | General Counsel & Secretary | Aug 22, 2019 | Option Exercise | $56.56 | 509 | 28,789 | 26,685 | Aug 22, 2019, 04:15 PM |
Kelly Michael John | 10% Owner | Jun 05, 2019 | Sale | $52.79 | 3,792 | 200,180 | 0 | Jun 06, 2019, 04:26 PM |
Rogers Hartley R. | Chairman | Mar 14, 2019 | Option Exercise | $43.55 | 19,236 | 837,728 | 143,989 | Mar 18, 2019, 06:42 PM |
Rogers Hartley R. | Chairman | Mar 14, 2019 | Option Exercise | $0.00 | 400,000 | 400 | 10,538,611 | Mar 18, 2019, 06:42 PM |
Gavalis Lydia | General Counsel & Secretary | Mar 14, 2019 | Option Exercise | $43.55 | 186 | 8,100 | 27,194 | Mar 18, 2019, 06:39 PM |
Brennan Stephen R. | 10% Owner | Mar 14, 2019 | Option Exercise | $43.55 | 4,057 | 176,682 | 43,241 | Mar 18, 2019, 06:38 PM |
HELGERSON DAVID | 10% Owner | Mar 14, 2019 | Option Exercise | $43.55 | 1,783 | 77,650 | 23,166 | Mar 18, 2019, 06:37 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 14, 2019 | Option Exercise | $43.55 | 9,512 | 414,248 | 81,650 | Mar 18, 2019, 06:37 PM |
Meeker Jeff | 10% Owner | Mar 14, 2019 | Option Exercise | $43.55 | 2,340 | 101,907 | 31,493 | Mar 18, 2019, 06:36 PM |
Giannini Mario L | Chief Executive Officer | Mar 14, 2019 | Option Exercise | $43.55 | 15,168 | 660,566 | 108,588 | Mar 18, 2019, 06:35 PM |
Oakville Number 2 Trust | 10% Owner | Mar 14, 2019 | Sale | $45.65 | 50,000 | 2,282,500 | 850,015 | Mar 18, 2019, 06:34 PM |
HLA INVESTMENTS LLC | 10% Owner | Mar 14, 2019 | Option Exercise | $0.00 | 600,000 | 600 | 13,320,481 | Mar 18, 2019, 06:33 PM |
Sexton Barbara | 10% Owner | Mar 14, 2019 | Option Exercise | $0.00 | 200,000 | 200 | 616,233 | Mar 18, 2019, 06:33 PM |
Stilman Randy M. | CFO and Treasurer | Mar 14, 2019 | Option Exercise | $43.55 | 2,527 | 110,051 | 33,838 | Mar 18, 2019, 06:32 PM |
Stilman Randy M. | CFO and Treasurer | Mar 14, 2019 | Option Exercise | $0.00 | 40,580 | 41 | 557,429 | Mar 18, 2019, 06:32 PM |
Anigati Andrea | 10% Owner | Mar 14, 2019 | Option Exercise | $43.55 | 2,432 | 105,914 | 60,910 | Mar 18, 2019, 06:31 PM |
Devlin Tara | 10% Owner | Mar 14, 2019 | Option Exercise | $43.55 | 1,331 | 57,965 | 42,620 | Mar 18, 2019, 06:31 PM |
Devlin Tara | 10% Owner | Mar 14, 2019 | Sale | $43.04 | 10,000 | 430,400 | 43,951 | Mar 18, 2019, 06:31 PM |
Kerr Thomas J. | 10% Owner | Mar 14, 2019 | Option Exercise | $43.55 | 2,585 | 112,577 | 34,967 | Mar 18, 2019, 06:30 PM |
Hirsch Erik R. | Vice Chairman | Mar 14, 2019 | Option Exercise | $43.55 | 13,401 | 583,614 | 117,359 | Mar 18, 2019, 06:29 PM |
Yett Paul R. | 10% Owner | Mar 14, 2019 | Option Exercise | $43.55 | 1,127 | 49,081 | 11,922 | Mar 18, 2019, 06:29 PM |
Donohue Michael T. | Managing Director & Controller | Mar 14, 2019 | Option Exercise | $43.55 | 953 | 41,503 | 27,797 | Mar 18, 2019, 06:28 PM |
Delgado-Moreira Juan | Vice Chairman | Nov 14, 2018 | Buy | $37.04 | 21,450 | 794,508 | 21,450 | Nov 15, 2018, 05:52 PM |
VARON LESLIE F | Director | Nov 09, 2018 | Sale | $38.61 | 1,070 | 41,313 | 2,950 | Nov 13, 2018, 04:31 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 17, 2018 | Option Exercise | $0.00 | 417,837 | 418 | 10,938,611 | Sep 19, 2018, 08:30 PM |
HLA INVESTMENTS LLC | 10% Owner | Sep 17, 2018 | Option Exercise | $0.00 | 617,837 | 618 | 13,920,481 | Sep 19, 2018, 08:30 PM |
2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq. | 10% Owner | Sep 17, 2018 | Option Exercise | $0.00 | 250,000 | 250 | 727,296 | Sep 19, 2018, 08:27 PM |
Rogers Hartley R. | Chairman | Sep 17, 2018 | Option Exercise | $0.00 | 417,837 | 418 | 10,938,611 | Sep 19, 2018, 08:26 PM |
Rogers Hartley R. | Chairman | Sep 17, 2018 | Sale | $47.26 | 28,087 | 1,327,392 | 147,122 | Sep 19, 2018, 08:26 PM |
Oakville Number 2 Trust | 10% Owner | Sep 17, 2018 | Sale | $47.26 | 100,000 | 4,726,000 | 900,015 | Sep 19, 2018, 05:08 PM |
SCHMERTZLER MICHAEL | 10% Owner | Sep 17, 2018 | Option Exercise | $0.00 | 200,000 | 200 | 902,005 | Sep 19, 2018, 05:07 PM |
Giannini Mario L | Chief Executive Officer | Sep 17, 2018 | Option Exercise | $0.00 | 500,000 | 500 | 2,449,595 | Sep 19, 2018, 05:01 PM |
Gavalis Lydia | General Counsel & Secretary | Aug 22, 2018 | Option Exercise | $46.34 | 509 | 23,587 | 25,141 | Aug 23, 2018, 04:40 PM |
Giannini Mario L | Chief Executive Officer | May 15, 2018 | Option Exercise | $45.19 | 3,328 | 150,392 | 123,756 | May 17, 2018, 04:11 PM |
HLA INVESTMENTS LLC | 10% Owner | Mar 05, 2018 | Option Exercise | $0.00 | 1,254,860 | 1,255 | 14,538,318 | Mar 23, 2018, 04:03 PM |
Yett Paul R. | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 1,504 | 57,257 | 11,869 | Mar 16, 2018, 04:46 PM |
Stilman Randy M. | CFO and Treasurer | Mar 14, 2018 | Option Exercise | $38.07 | 3,001 | 114,248 | 32,805 | Mar 16, 2018, 04:46 PM |
Rogers Hartley R. | Chairman | Mar 14, 2018 | Option Exercise | $38.07 | 26,294 | 1,001,013 | 175,209 | Mar 16, 2018, 04:45 PM |
Meeker Jeff | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 2,717 | 103,436 | 29,642 | Mar 16, 2018, 04:45 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 14, 2018 | Option Exercise | $38.07 | 11,933 | 454,289 | 83,240 | Mar 16, 2018, 04:36 PM |
Kerr Thomas J. | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 4,515 | 171,886 | 32,534 | Mar 16, 2018, 04:35 PM |
Kelly Michael John | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 1,973 | 75,112 | 15,128 | Mar 16, 2018, 04:35 PM |
Hirsch Erik R. | Vice Chairman | Mar 14, 2018 | Option Exercise | $38.07 | 17,054 | 649,246 | 116,910 | Mar 16, 2018, 04:35 PM |
HELGERSON DAVID | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 2,485 | 94,604 | 23,584 | Mar 16, 2018, 04:34 PM |
Giannini Mario L | Chief Executive Officer | Mar 14, 2018 | Option Exercise | $38.07 | 19,770 | 752,644 | 127,084 | Mar 16, 2018, 04:34 PM |
Donohue Michael T. | Managing Director & Controller | Mar 14, 2018 | Option Exercise | $38.07 | 1,132 | 43,095 | 27,532 | Mar 16, 2018, 04:33 PM |
Brennan Stephen R. | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 5,920 | 225,374 | 41,373 | Mar 16, 2018, 04:32 PM |
Blackburn Tara | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 823 | 31,332 | 48,899 | Mar 16, 2018, 04:32 PM |
Anigati Andrea | 10% Owner | Mar 14, 2018 | Option Exercise | $38.07 | 4,695 | 178,739 | 57,142 | Mar 16, 2018, 04:32 PM |
Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008 | 10% Owner | Mar 05, 2018 | Option Exercise | $0.00 | 19,145 | 19 | 363,760 | Mar 07, 2018, 07:38 PM |
Sexton Barbara | 10% Owner | Mar 05, 2018 | Option Exercise | $0.00 | 950,000 | 950 | 716,233 | Mar 07, 2018, 07:37 PM |
Rogers Hartley R. | Chairman | Mar 05, 2018 | Option Exercise | $0.00 | 285,715 | 286 | 11,356,448 | Mar 07, 2018, 07:37 PM |
Oakville Number 2 Trust | 10% Owner | Mar 05, 2018 | Sale | $34.25 | 250,000 | 8,562,500 | 1,000,015 | Mar 07, 2018, 07:37 PM |
Giannini Mario L | Chief Executive Officer | Mar 05, 2018 | Option Exercise | $0.00 | 664,567 | 665 | 2,862,736 | Mar 07, 2018, 07:35 PM |
Giannini Mario L | Chief Executive Officer | Mar 05, 2018 | Option Exercise | $0.00 | 278,508 | 279 | 2,949,595 | Mar 07, 2018, 07:35 PM |
Delgado-Moreira Juan | Managing Director | Mar 05, 2018 | Sale | $34.25 | 446,315 | 15,286,289 | 1,405,142 | Mar 07, 2018, 07:35 PM |
Gavalis Lydia | General Counsel & Secretary | Aug 22, 2017 | Option Exercise | $22.51 | 744 | 16,747 | 17,678 | Aug 24, 2017, 04:47 PM |
Delgado-Moreira Juan | Managing Director | May 23, 2017 | Option Exercise | $19.97 | 33,251 | 664,022 | 1,788,059 | May 25, 2017, 04:15 PM |
Delgado-Moreira Juan | Managing Director | May 23, 2017 | Option Exercise | $1.34 | 233,495 | 312,883 | 1,821,310 | May 25, 2017, 04:15 PM |
Donohue Michael J. | Managing Director & Controller | Mar 28, 2017 | Option Exercise | $18.79 | 1,559 | 29,294 | 17,285 | Apr 03, 2017, 05:00 PM |
Giannini Mario L | Chief Executive Officer | Mar 28, 2017 | Option Exercise | $18.79 | 30,627 | 575,481 | 34,218 | Apr 03, 2017, 04:59 PM |
Hirsch Erik R. | Vice Chairman | Mar 28, 2017 | Option Exercise | $18.79 | 22,657 | 425,725 | 27,454 | Apr 03, 2017, 04:59 PM |
Yett Paul R. | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 2,684 | 50,432 | 2,158 | Apr 03, 2017, 04:58 PM |
Kelly Michael John | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 3,851 | 72,360 | 3,645 | Apr 03, 2017, 04:58 PM |
Blackburn Tara | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 3,134 | 58,888 | 13,266 | Apr 03, 2017, 04:58 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 28, 2017 | Option Exercise | $18.79 | 15,460 | 290,493 | 18,828 | Apr 03, 2017, 04:57 PM |
Kerr Thomas J. | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 5,273 | 99,080 | 7,365 | Apr 03, 2017, 04:57 PM |
Brennan Stephen R. | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 7,170 | 134,724 | 8,386 | Apr 03, 2017, 04:57 PM |
HELGERSON DAVID | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 4,491 | 84,386 | 7,102 | Apr 03, 2017, 04:56 PM |
Brennan Stephen R. | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 4,876 | 91,620 | 10,680 | Mar 30, 2017, 04:22 PM |
Donohue Michael J. | Managing Director & Controller | Mar 28, 2017 | Option Exercise | $18.79 | 1,060 | 19,917 | 17,784 | Mar 30, 2017, 04:22 PM |
HELGERSON DAVID | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 3,054 | 57,385 | 5,485 | Mar 30, 2017, 04:22 PM |
Kelly Michael John | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 2,619 | 49,211 | 4,877 | Mar 30, 2017, 04:21 PM |
Blackburn Tara | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 2,131 | 40,041 | 14,269 | Mar 30, 2017, 04:21 PM |
Hirsch Erik R. | Vice Chairman | Mar 28, 2017 | Option Exercise | $18.79 | 15,407 | 289,498 | 34,704 | Mar 30, 2017, 04:21 PM |
Yett Paul R. | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 1,825 | 34,292 | 3,017 | Mar 30, 2017, 04:20 PM |
Kerr Thomas J. | 10% Owner | Mar 28, 2017 | Option Exercise | $18.79 | 3,585 | 67,362 | 9,053 | Mar 30, 2017, 04:20 PM |
Giannini Mario L | Chief Executive Officer | Mar 28, 2017 | Option Exercise | $18.79 | 20,826 | 391,321 | 44,019 | Mar 30, 2017, 04:20 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 28, 2017 | Option Exercise | $18.79 | 10,512 | 197,520 | 23,776 | Mar 30, 2017, 04:19 PM |
Stilman Randy M. | CFO and Treasurer | Mar 06, 2017 | Option Exercise | $0.00 | 598,009 | 598 | 598,009 | Mar 08, 2017, 04:59 PM |
SEXTON O GRIFFITH | Director | Mar 06, 2017 | Option Exercise | $0.00 | 2,382,466 | 2,382 | 2,382,466 | Mar 08, 2017, 04:58 PM |
Rogers Hartley R. | Chairman | Mar 06, 2017 | Option Exercise | $0.00 | 11,642,163 | 11,642 | 11,642,163 | Mar 08, 2017, 04:57 PM |
Lucey Kevin J. | Chief Operating Officer | Mar 06, 2017 | Option Exercise | $0.00 | 379,755 | 380 | 379,755 | Mar 08, 2017, 04:57 PM |
Hirsch Erik R. | Vice Chairman | Mar 06, 2017 | Option Exercise | $0.00 | 1,417,861 | 1,418 | 1,417,861 | Mar 08, 2017, 04:55 PM |
Giannini Mario L | Chief Executive Officer | Mar 06, 2017 | Option Exercise | $0.00 | 3,527,303 | 3,527 | 3,527,303 | Mar 08, 2017, 04:54 PM |
Giannini Mario L | Chief Executive Officer | Mar 06, 2017 | Option Exercise | $0.00 | 3,228,103 | 3,228 | 3,228,103 | Mar 08, 2017, 04:54 PM |
Donohue Michael J. | Managing Director & Controller | Mar 06, 2017 | Option Exercise | $0.00 | 26,819 | 27 | 26,819 | Mar 08, 2017, 04:53 PM |
Delgado-Moreira Juan | Managing Director | Mar 06, 2017 | Buy | $16.00 | 2,800 | 44,800 | 1,553,765 | Mar 08, 2017, 04:53 PM |
Cleveland Robert | General Counsel and Secretary | Mar 06, 2017 | Option Exercise | $0.00 | 77,284 | 77 | 77,284 | Mar 08, 2017, 04:53 PM |
Owner | Relationship | Date | Value($) |
Gavalis Lydia | General Counsel & Secretary | 03/14/2024 | 67,591 |
Kramer Andrea Anigati | Chief Operating Officer | 03/14/2024 | 120,197 |
Rogers Hartley R. | Executive Co-Chairman | 03/14/2024 | 26,734 |
Hirsch Erik R. | Co-Chief Executive Officer | 03/14/2024 | 338,492 |
Armbrister Jeffrey Brian | Chief Financial Officer | 03/14/2024 | 46,785 |
Carl Drew Thomas | Chief Accounting Officer | 12/29/2023 | 2,410 |
Carl Drew Thomas | Chief Accounting Officer | 03/14/2024 | 1,725 |
SEXTON O GRIFFITH | Director | 03/07/2024 | 100 |
Giannini Mario L | Executive Co-Chairman | 03/07/2024 | 450 |
Giannini Mario L | Executive Co-Chairman | 03/07/2024 | 550 |
Rogers Hartley R. | Executive Co-Chairman | 03/07/2024 | 370 |
HLA INVESTMENTS LLC | 10% Owner | 03/07/2024 | 400 |
HLA INVESTMENTS LLC | 10% Owner | 03/07/2024 | 510 |
Kramer Andrea Anigati | Chief Operating Officer | 12/29/2023 | 4,339 |
Kramer Andrea Anigati | Chief Operating Officer | 09/29/2023 | 3,767 |
Kramer Andrea Anigati | Chief Operating Officer | 06/30/2023 | 4,351 |
Whittemore Edward B. | 10% Owner | 03/07/2024 | 10 |
Oakville Number 2 Trust | 10% Owner | 03/07/2024 | 5,940,000 |
Giannini Kyera | 10% Owner | 03/07/2024 | 50 |
Giannini Nicole | 10% Owner | 03/07/2024 | 50 |
Varma Atul | Senior Advisor | 09/29/2023 | 5,227 |
Varma Atul | Senior Advisor | 12/29/2023 | 5,303 |
Varma Atul | Senior Advisor | 01/31/2024 | 232,617 |
Carl Drew Thomas | Chief Accounting Officer | 09/29/2023 | 2,075 |
Carl Drew Thomas | Chief Accounting Officer | 06/30/2023 | 816 |
Carl Drew Thomas | Chief Accounting Officer | 11/10/2023 | 45,000 |
Varma Atul | Senior Advisor | 03/31/2023 | 5,219 |
Varma Atul | Senior Advisor | 06/30/2023 | 5,302 |
Varma Atul | Senior Advisor | 08/16/2023 | 42,343 |
Donohue Michael T. | Managing Director & Controller | 03/31/2023 | 5,219 |
Rogers Hartley R. | Chairman | 03/14/2023 | 95,068 |
Gavalis Lydia | General Counsel & Secretary | 03/14/2023 | 40,864 |
Donohue Michael T. | Managing Director & Controller | 12/30/2022 | 2,172 |
Donohue Michael T. | Managing Director & Controller | 09/30/2022 | 5,270 |
Donohue Michael T. | Managing Director & Controller | 06/30/2022 | 5,253 |
Donohue Michael T. | Managing Director & Controller | 03/31/2022 | 5,256 |
Donohue Michael T. | Managing Director & Controller | 03/14/2023 | 29,207 |
Varma Atul | Chief Financial Officer | 12/30/2022 | 2,172 |
Varma Atul | Chief Financial Officer | 09/30/2022 | 5,320 |
Varma Atul | Chief Financial Officer | 03/14/2023 | 33,416 |
Hirsch Erik R. | Vice Chairman | 03/14/2023 | 202,958 |
Oakville Number 2 Trust | 10% Owner | 03/09/2023 | 7,641,000 |
Giannini Mario L | Chief Executive Officer | 03/09/2023 | 500 |
Graves Reynoldo Vann | Director | 11/07/2022 | 16,782 |
Varma Atul | Chief Financial Officer | 06/30/2022 | 5,253 |
Varma Atul | Chief Financial Officer | 03/31/2022 | 5,190 |
Delgado-Moreira Juan | Vice Chairman | 09/01/2022 | 183,788 |
Delgado-Moreira Juan | Vice Chairman | 08/31/2022 | 856,542 |
Varma Atul | Chief Financial Officer | 03/31/2021 | 5,270 |
Varma Atul | Chief Financial Officer | 12/31/2021 | 5,373 |
Varma Atul | Chief Financial Officer | 09/30/2021 | 5,263 |
Varma Atul | Chief Financial Officer | 06/30/2021 | 5,267 |
Varma Atul | Chief Financial Officer | 03/14/2022 | 19,930 |
Donohue Michael T. | Managing Director & Controller | 12/31/2021 | 5,373 |
Donohue Michael T. | Managing Director & Controller | 09/30/2021 | 5,263 |
Donohue Michael T. | Managing Director & Controller | 03/14/2022 | 33,419 |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | 09/30/2021 | 5,263 |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | 06/30/2021 | 5,267 |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | 03/31/2021 | 5,270 |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | 12/31/2021 | 5,373 |
West Shauna Faegre Drinker Biddle & Reath LLP | Chief Financial Officer | 03/14/2022 | 19,930 |
Rogers Hartley R. | Chairman | 03/14/2022 | 212,260 |
Gavalis Lydia | General Counsel & Secretary | 03/14/2022 | 48,272 |
Hirsch Erik R. | Vice Chairman | 03/14/2022 | 273,793 |
Rogers Hartley R. | Chairman | 09/10/2021 | 238 |
Rogers Hartley R. | Chairman | 09/10/2021 | 966,631 |
Donohue Michael T. | Managing Director & Controller | 06/30/2021 | 5,267 |
Donohue Michael T. | Managing Director & Controller | 03/31/2021 | 5,270 |
Whittemore Edward B. | 10% Owner | 09/10/2021 | 5 |
Delgado-Moreira Juan | Vice Chairman | 09/10/2021 | 5,205,856 |
HLA INVESTMENTS LLC | 10% Owner | 09/10/2021 | 488 |
HLA INVESTMENTS LLC | 10% Owner | 09/10/2021 | 593 |
Sexton Barbara | 10% Owner | 09/10/2021 | 100 |
Lucey Kevin J. | Chief Operating Officer | 06/17/2021 | 537,966 |
Hirsch Erik R. | Vice Chairman | 03/14/2021 | 466,246 |
Donohue Michael T. | Managing Director & Controller | 12/31/2020 | 5,307 |
Donohue Michael T. | Managing Director & Controller | 09/30/2020 | 5,270 |
Donohue Michael T. | Managing Director & Controller | 03/14/2021 | 53,218 |
Giannini Mario L | Chief Executive Officer | 03/14/2021 | 282,639 |
Gavalis Lydia | General Counsel & Secretary | 03/14/2021 | 46,424 |
Rogers Hartley R. | Chairman | 03/14/2021 | 681,296 |
Varma Atul | Chief Financial Officer | 12/31/2020 | 5,307 |
Varma Atul | Chief Financial Officer | 09/30/2020 | 5,270 |
Varma Atul | Chief Financial Officer | 03/14/2021 | 6,445 |
Lucey Kevin J. | Chief Operating Officer | 03/14/2021 | 273,668 |
Whittemore Edward B. | 10% Owner | 03/04/2021 | 10 |
Lucey Kevin J. | Chief Operating Officer | 03/04/2021 | 70 |
HLA INVESTMENTS LLC | 10% Owner | 03/04/2021 | 228 |
HLA INVESTMENTS LLC | 10% Owner | 03/04/2021 | 365 |
Rogers Hartley R. | Chairman | 03/04/2021 | 178 |
Rogers Hartley R. | Chairman | 03/04/2021 | 1,681,243 |
Oakville Number 2 Trust | 10% Owner | 03/04/2021 | 6,552,000 |
Sexton Barbara | 10% Owner | 03/04/2021 | 100 |
SCHMERTZLER MICHAEL | 10% Owner | 03/04/2021 | 27 |
Giannini Mario L | Chief Executive Officer | 03/04/2021 | 500 |
VARON LESLIE F | Director | 11/13/2020 | 25,231 |
Rogers Hartley R. | Chairman | 09/04/2020 | 1,300 |
Donohue Michael T. | Managing Director & Controller | 06/30/2020 | 5,268 |
Donohue Michael T. | Managing Director & Controller | 03/31/2020 | 5,312 |
SCHMERTZLER MICHAEL | 10% Owner | 09/04/2020 | 50 |
HLA INVESTMENTS LLC | 10% Owner | 09/04/2020 | 1,500 |
HLA INVESTMENTS LLC | 10% Owner | 09/04/2020 | 1,662 |
Whittemore Edward B. | 10% Owner | 09/04/2020 | 12 |
Sexton Barbara | 10% Owner | 09/04/2020 | 100 |
Oakville Number 2 Trust | 10% Owner | 09/04/2020 | 5,263,500 |
Gavalis Lydia | General Counsel & Secretary | 08/22/2020 | 35,678 |
Rogers Hartley R. | Chairman | 06/05/2020 | 500 |
Lucey Kevin J. | Chief Operating Officer | 06/05/2020 | 100 |
Oakville Number 2 Trust | 10% Owner | 06/05/2020 | 4,555,850 |
Giannini Kyera | 10% Owner | 06/05/2020 | 50 |
SCHMERTZLER MICHAEL | 10% Owner | 06/05/2020 | 50 |
Hirsch Erik R. | Vice Chairman | 06/05/2020 | 308 |
Giannini Nicole | 10% Owner | 06/05/2020 | 25 |
HLA INVESTMENTS LLC | 10% Owner | 06/05/2020 | 600 |
HLA INVESTMENTS LLC | 10% Owner | 06/05/2020 | 755 |
Whittemore Laurence | 10% Owner | 06/05/2020 | 5 |
Sexton Barbara | 10% Owner | 06/05/2020 | 100 |
Giannini Mario L | Chief Executive Officer | 06/05/2020 | 500 |
Rogers Hartley R. | Chairman | 03/14/2020 | 876,172 |
Gavalis Lydia | General Counsel & Secretary | 03/14/2020 | 20,100 |
Donohue Michael T. | Managing Director & Controller | 12/31/2019 | 4,509 |
Donohue Michael T. | Managing Director & Controller | 09/30/2019 | 5,229 |
Donohue Michael T. | Managing Director & Controller | 03/14/2020 | 41,073 |
Giannini Mario L | Chief Executive Officer | 03/14/2020 | 515,310 |
Hirsch Erik R. | Vice Chairman | 03/14/2020 | 593,320 |
Lucey Kevin J. | Chief Operating Officer | 03/14/2020 | 392,265 |
Stilman Randy M. | Managing Director, Finance | 12/31/2019 | 5,319 |
Stilman Randy M. | Managing Director, Finance | 09/30/2019 | 5,326 |
Stilman Randy M. | Managing Director, Finance | 03/14/2020 | 267,646 |
Devlin Tara | 10% Owner | 09/30/2019 | 5,326 |
Devlin Tara | 10% Owner | 06/28/2019 | 5,238 |
Devlin Tara | 10% Owner | 03/29/2019 | 5,297 |
Devlin Tara | 10% Owner | 11/22/2019 | 555,700 |
SCHMERTZLER MICHAEL | 10% Owner | 09/12/2019 | 50 |
HLA INVESTMENTS LLC | 10% Owner | 09/12/2019 | 422 |
HLA INVESTMENTS LLC | 10% Owner | 09/12/2019 | 617 |
Sexton Barbara | 10% Owner | 09/12/2019 | 100 |
Giannini Nicole | 10% Owner | 09/12/2019 | 50 |
Whittemore Edward B. | 10% Owner | 09/12/2019 | 25 |
Giannini Mario L | Chief Executive Officer | 09/12/2019 | 500 |
Delgado-Moreira Juan | Vice Chairman | 09/12/2019 | 9,001,500 |
Whittemore Laurence | 10% Owner | 09/12/2019 | 20 |
Donohue Michael T. | Managing Director & Controller | 06/28/2019 | 5,307 |
Donohue Michael T. | Managing Director & Controller | 03/29/2019 | 5,223 |
Giannini Kyera | 10% Owner | 09/12/2019 | 25 |
Rogers Hartley R. | Chairman | 09/12/2019 | 422 |
Rogers Hartley R. | Chairman | 09/12/2019 | 4,708,144 |
Lucey Kevin J. | Chief Operating Officer | 09/12/2019 | 19 |
Stilman Randy M. | CFO and Treasurer | 06/28/2019 | 6,220 |
Stilman Randy M. | CFO and Treasurer | 03/29/2019 | 5,297 |
Stilman Randy M. | CFO and Treasurer | 09/12/2019 | 200 |
Gavalis Lydia | General Counsel & Secretary | 08/22/2019 | 28,789 |
Kelly Michael John | 10% Owner | 06/05/2019 | 200,180 |
Rogers Hartley R. | Chairman | 03/14/2019 | 837,728 |
Rogers Hartley R. | Chairman | 03/14/2019 | 400 |
Gavalis Lydia | General Counsel & Secretary | 03/14/2019 | 8,100 |
Brennan Stephen R. | 10% Owner | 03/14/2019 | 176,682 |
HELGERSON DAVID | 10% Owner | 03/14/2019 | 77,650 |
Lucey Kevin J. | Chief Operating Officer | 03/14/2019 | 414,248 |
Meeker Jeff | 10% Owner | 03/14/2019 | 101,907 |
Giannini Mario L | Chief Executive Officer | 03/14/2019 | 660,566 |
Oakville Number 2 Trust | 10% Owner | 03/14/2019 | 2,282,500 |
HLA INVESTMENTS LLC | 10% Owner | 03/14/2019 | 600 |
Sexton Barbara | 10% Owner | 03/14/2019 | 200 |
Stilman Randy M. | CFO and Treasurer | 03/14/2019 | 110,051 |
Stilman Randy M. | CFO and Treasurer | 03/14/2019 | 41 |
Anigati Andrea | 10% Owner | 03/14/2019 | 105,914 |
Devlin Tara | 10% Owner | 03/14/2019 | 57,965 |
Devlin Tara | 10% Owner | 03/14/2019 | 430,400 |
Kerr Thomas J. | 10% Owner | 03/14/2019 | 112,577 |
Hirsch Erik R. | Vice Chairman | 03/14/2019 | 583,614 |
Yett Paul R. | 10% Owner | 03/14/2019 | 49,081 |
Donohue Michael T. | Managing Director & Controller | 03/14/2019 | 41,503 |
Delgado-Moreira Juan | Vice Chairman | 11/14/2018 | 794,508 |
VARON LESLIE F | Director | 11/09/2018 | 41,313 |
HLA INVESTMENTS LLC | 10% Owner | 09/17/2018 | 418 |
HLA INVESTMENTS LLC | 10% Owner | 09/17/2018 | 618 |
2008 Grantor Retained Annuity Trust of Mario Giannini, Trustee Joseph G. Maniaci, Esq. | 10% Owner | 09/17/2018 | 250 |
Rogers Hartley R. | Chairman | 09/17/2018 | 418 |
Rogers Hartley R. | Chairman | 09/17/2018 | 1,327,392 |
Oakville Number 2 Trust | 10% Owner | 09/17/2018 | 4,726,000 |
SCHMERTZLER MICHAEL | 10% Owner | 09/17/2018 | 200 |
Giannini Mario L | Chief Executive Officer | 09/17/2018 | 500 |
Gavalis Lydia | General Counsel & Secretary | 08/22/2018 | 23,587 |
Giannini Mario L | Chief Executive Officer | 05/15/2018 | 150,392 |
HLA INVESTMENTS LLC | 10% Owner | 03/05/2018 | 1,255 |
Yett Paul R. | 10% Owner | 03/14/2018 | 57,257 |
Stilman Randy M. | CFO and Treasurer | 03/14/2018 | 114,248 |
Rogers Hartley R. | Chairman | 03/14/2018 | 1,001,013 |
Meeker Jeff | 10% Owner | 03/14/2018 | 103,436 |
Lucey Kevin J. | Chief Operating Officer | 03/14/2018 | 454,289 |
Kerr Thomas J. | 10% Owner | 03/14/2018 | 171,886 |
Kelly Michael John | 10% Owner | 03/14/2018 | 75,112 |
Hirsch Erik R. | Vice Chairman | 03/14/2018 | 649,246 |
HELGERSON DAVID | 10% Owner | 03/14/2018 | 94,604 |
Giannini Mario L | Chief Executive Officer | 03/14/2018 | 752,644 |
Donohue Michael T. | Managing Director & Controller | 03/14/2018 | 43,095 |
Brennan Stephen R. | 10% Owner | 03/14/2018 | 225,374 |
Blackburn Tara | 10% Owner | 03/14/2018 | 31,332 |
Anigati Andrea | 10% Owner | 03/14/2018 | 178,739 |
Initial Trust Under the Frederick B. Whittemore 2008 Children's Trust Agreement Dated 11/25/2008 | 10% Owner | 03/05/2018 | 19 |
Sexton Barbara | 10% Owner | 03/05/2018 | 950 |
Rogers Hartley R. | Chairman | 03/05/2018 | 286 |
Oakville Number 2 Trust | 10% Owner | 03/05/2018 | 8,562,500 |
Giannini Mario L | Chief Executive Officer | 03/05/2018 | 665 |
Giannini Mario L | Chief Executive Officer | 03/05/2018 | 279 |
Delgado-Moreira Juan | Managing Director | 03/05/2018 | 15,286,289 |
Gavalis Lydia | General Counsel & Secretary | 08/22/2017 | 16,747 |
Delgado-Moreira Juan | Managing Director | 05/23/2017 | 664,022 |
Delgado-Moreira Juan | Managing Director | 05/23/2017 | 312,883 |
Donohue Michael J. | Managing Director & Controller | 03/28/2017 | 29,294 |
Giannini Mario L | Chief Executive Officer | 03/28/2017 | 575,481 |
Hirsch Erik R. | Vice Chairman | 03/28/2017 | 425,725 |
Yett Paul R. | 10% Owner | 03/28/2017 | 50,432 |
Kelly Michael John | 10% Owner | 03/28/2017 | 72,360 |
Blackburn Tara | 10% Owner | 03/28/2017 | 58,888 |
Lucey Kevin J. | Chief Operating Officer | 03/28/2017 | 290,493 |
Kerr Thomas J. | 10% Owner | 03/28/2017 | 99,080 |
Brennan Stephen R. | 10% Owner | 03/28/2017 | 134,724 |
HELGERSON DAVID | 10% Owner | 03/28/2017 | 84,386 |
Brennan Stephen R. | 10% Owner | 03/28/2017 | 91,620 |
Donohue Michael J. | Managing Director & Controller | 03/28/2017 | 19,917 |
HELGERSON DAVID | 10% Owner | 03/28/2017 | 57,385 |
Kelly Michael John | 10% Owner | 03/28/2017 | 49,211 |
Blackburn Tara | 10% Owner | 03/28/2017 | 40,041 |
Hirsch Erik R. | Vice Chairman | 03/28/2017 | 289,498 |
Yett Paul R. | 10% Owner | 03/28/2017 | 34,292 |
Kerr Thomas J. | 10% Owner | 03/28/2017 | 67,362 |
Giannini Mario L | Chief Executive Officer | 03/28/2017 | 391,321 |
Lucey Kevin J. | Chief Operating Officer | 03/28/2017 | 197,520 |
Stilman Randy M. | CFO and Treasurer | 03/06/2017 | 598 |
SEXTON O GRIFFITH | Director | 03/06/2017 | 2,382 |
Rogers Hartley R. | Chairman | 03/06/2017 | 11,642 |
Lucey Kevin J. | Chief Operating Officer | 03/06/2017 | 380 |
Hirsch Erik R. | Vice Chairman | 03/06/2017 | 1,418 |
Giannini Mario L | Chief Executive Officer | 03/06/2017 | 3,527 |
Giannini Mario L | Chief Executive Officer | 03/06/2017 | 3,228 |
Donohue Michael J. | Managing Director & Controller | 03/06/2017 | 27 |
Delgado-Moreira Juan | Managing Director | 03/06/2017 | 44,800 |
Cleveland Robert | General Counsel and Secretary | 03/06/2017 | 77 |
Fund | # Shares Owned | % of Portfolio | % Change | Investing Style |
---|---|---|---|---|
BLACKROCK INC. | 3,217,043 | 0.00931% | 5.46% | Other |
GEODE CAPITAL MANAGEMENT, LLC | 876,286 | 0.01% | 4.46% | Other |
POLEN CAPITAL MANAGEMENT LLC | 95,403 | 0.16% | -16.89% | Growth At A Reasonable Price, Growth |
ALPS ADVISORS INC | 33,406 | 0.03% | 16.3% | Other |
BRIDGEWATER ASSOCIATES, LP | 12,594 | 0.008% | 7.84% | Other |
FULLER & THALER ASSET MANAGEMENT, INC. | 10,490 | 0.00603% | 2.04% | Other |
AQR CAPITAL MANAGEMENT LLC | 7,259 | 0.00155% | -21.2% | Other |
Period of Report: 12/31/2023
10-K/10-Q Filings: View