Margaret Anne McAllister - 02 Sep 2025 Form 3 Insider Report for Hamilton Lane INC (HLNE)

Reporting relationship: 10%+ Owner
Issuer ticker: HLNE
Reported as of: 02 Sep 2025
Net transaction value: $0
SEC form: 3
Accepted by SEC: 18 Sep 2025, 17:03:07 UTC
Source filing: View source filing
Reporting owner signature: /s/ Lauren Platko, attorney-in-fact

Key filing fact

Margaret Anne McAllister filed Form 3 for Hamilton Lane INC (HLNE) on 18 Sep 2025.

Key facts

This page summarizes Margaret Anne McAllister's Form 3 filing for Hamilton Lane INC (HLNE).
0 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 18 Sep 2025, 17:03.

Change

No earlier filing in this sequence is available for direct comparison.
Current net transaction value: $0.

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

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reporting Owners (1)

CIK 0002086574 Primary reporting owner

McAllister Margaret Anne

Relationship: 10%+ Owner
Address: C/O HAMILTON LANE INCORPORATED, 110 WASHINGTON STREET, SUITE 1300, CONSHOHOCKEN
Signature: /s/ Lauren Platko, attorney-in-fact
Signature date: 18 Sep 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HLNE holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 59,006
Date: 02 Sep 2025
Ownership: Direct
Footnotes: F1

HLNE holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 300,000
Date: 02 Sep 2025
Ownership: Direct
Footnotes: F1, F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HLNE holding Derivative

Class B Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
Date: 02 Sep 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 300,000
Exercise price
Footnotes: F1, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

The reporting person received these securities pursuant to a court-approved divorce settlement.

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 an Exchange Agreement entered into in connection with a reorganization incident to the Issuer's initial public offering, 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.

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. Exhibit List: Exhibit 24 - Limited Power of Attorney