Key facts
- This page summarizes Edward B. Whittemore's Form 4 filing for Hamilton Lane INC (HLNE).
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 14 Feb 2025, 16:31.
Edward B. Whittemore - 12 Feb 2025 Form 4 Insider Report for Hamilton Lane INC (HLNE)
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- HLNE
- Reported as of
- 12 Feb 2025
- Net transaction value
- -$2,385,015
- SEC form
- 4
- Accepted by SEC
- 14 Feb 2025, 16:31:58 UTC
- Prior SEC filing
- 11 Mar 2024
- Next SEC filing
- 08 Sep 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Lauren Platko, attorney-in-fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Edward B. Whittemore filed Form 4 for Hamilton Lane INC (HLNE) on 14 Feb 2025.
Change
- Previous filing in this sequence was filed on 11 Mar 2024.
- Current net transaction value: -$2,385,015.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HLNE
transaction
Class B Common Stock
Other
- Transaction value
- $15
- Shares
- -15,000
- Change %
- -12%
- Price
- $0.001000
- Shares after
- 105,000
- Date
- 12 Feb 2025
- Ownership
- Direct
- Footnotes
- F1, F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HLNE
transaction
Derivative
Class B Units
Other
- Transaction value
- $2,385,000
- Shares
- -15,000
- Change %
- -12%
- Price
- $159.00
- Shares after
- 105,000
- Date
- 12 Feb 2025
- Ownership
- See footnote
- Underlying class
- Class A Common Stock
- Underlying amount
- 15,000
- Exercise price
- Footnotes
- F1, F3, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote 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 and in connection with a reorganization incident to the Issuer's initial public offering. At the Issuer's election, the exchange was settled in cash.
Footnote 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 stock entitles its holder to ten votes per share on every matter submitted to the Issuer's stockholders for a vote.
Footnote 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 cash. Upon exchange of a Class B Unit, the corresponding share of Class B common stock will be redeemed at par value and cancelled. The Class B Units do not have an expiration date.
Footnote F4
Held on behalf of the reporting person by HLA Investments, LLC.
SEC remarks
The reporting person is a member of a group that beneficially owns more than 10% of the Issuer's Class A common stock.