Transaction · 0001628280-25-005774

SCHMERTZLER MICHAEL

SCHMERTZLER MICHAEL, 10%, reported a transaction classified as other at Hamilton Lane INC involving 100000.000000 shares for an estimated $15900000.00. Reported holdings after the transaction were 625005.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

otherSEC transaction code J10%
HLNEHamilton Lane INC
Filing timeFeb 14
Trade dateFeb 12, 2025
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
Pre-filing
Returns since

HLNE price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
HLNE since 2025-02-14Filed 567 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
other
Code J
Identifier
0001628280-25-005774
Class B Units
Transaction date
Feb 12, 2025
Filed Feb 14, 2025, 09:35 PM · 2d delay
Shares
100k sh
$15.9k per share
Estimated value
-$1.59B
Computed from shares × price
Holdings after
625k sh
Indirect · See footnote

Filing warnings

Notes recorded with this filing
1 warning
ambiguous transaction codeThe transaction code is missing or represents other activity; review the filing and footnotes.

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Derivative Transaction
-12score
Filing-only score

-12

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

No officer title

Officer NoDirector No10% YesOther No
Footnotes & amended
  1. F1

    The reporting person exchanged Class B Units (and corresponding shares of Class B common stock) with the Issuer pursuant to an exchange agreement (the "Exchange Agreement") entered into at the time of…

  2. F2

    The Class B common stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution or exchange of those shares. However, the Class B common st…

  3. F3

    Pursuant to the Exchange Agreement, the Class B Units of Hamilton Lane Advisors, L.L.C. are exchangeable, on a one-for-one basis, for shares of Class A common stock or, at the Issuer's election, for c…

  4. F4

    These securities are owned directly by HLA Investments, LLC.

Original filing · 0001628280-25-005774
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