Filer Snapshot

Brian Charles Gildea

CIK 0001979235. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

6

Latest filing

01 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for Hamilton Lane Credit Income Fund. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Insider / owner context

Hamilton Lane Credit Income Fund

23 Mar 2026

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Source: SEC Forms 3/4/5

3 filed on 01 Apr 2026 for CIK 0001979235.

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Business address
C/O Umb Fund Services, Inc., 235 W. Galena Street, Milwaukee, WI, 53212

Filer intelligence

What SEC filings say about Brian Charles Gildea

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Forms 3/4/5 show insider context for Hamilton Lane Credit Income Fund.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

Hamilton Lane Credit Income Fund

23 Mar 2026 · Co-Pres and Co-PEO

Hamilton Lane Venture Capital & Growth Fund

01 May 2025 · Assistant Secretary

Hamilton Lane Private Secondary Fund

27 Feb 2025 · Trustee & Assistant Secretary

HL Scope RIC LLC

10 Oct 2024 · Assistant Secretary

Latest update

What changed recently for Brian Charles Gildea

Ownership report updated

Latest ownership report period: 23 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 Apr 2026

Page type

Ownership filings

Latest period

23 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 01 Apr 2026.

SEC filing record

CIK 0001979235 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
6
First seen
30 May 2023
Latest filing
01 Apr 2026
Entity
Individual

Latest Filings

Showing the latest 6 of 6 SEC filings for Brian Charles Gildea.

3 File 811-24091

3 filing

Filing date
01 Apr 2026
Reporting date
23 Mar 2026
SEC evidence
Open document Open filing
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3 File 811-24036

3 filing

Filing date
06 May 2025
Reporting date
01 May 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-24010

3 filing

Filing date
04 Mar 2025
Reporting date
27 Feb 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-24008

OWNERSHIP DOCUMENT

Filing date
16 Oct 2024
Reporting date
10 Oct 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 811-23972

GILDEA - INITIAL STATEMENT OF BENEFICIAL OWNERSHIP

Filing date
01 Oct 2024
Reporting date
27 Sep 2024
SEC evidence
Open document Open filing
Next action
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3 File 811-23509

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filing date
30 May 2023
Reporting date
03 May 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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