Form
SCHEDULE 13D/A
Active or control-oriented beneficial ownership filing.
Form
Active or control-oriented beneficial ownership filing.
Ownership
Beneficial ownership of this reported class.
Shares
Shares beneficially owned as disclosed.
Event date
Date tied to the ownership event or amendment.
Accepted by SEC
EDGAR acceptance date.
Key filing fact
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| HLA Investments, LLC | 28% | 15,657,470 | 0 | 15,657,470 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001273303 |
| HRHLA, LLC | 28% | 15,657,470 | 0 | 15,657,470 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698063 |
| Hartley R. Rogers | 28% | 15,657,470 | 0 | 15,657,470 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001577084 |
| Hamilton Lane Advisors, Inc. | 2.3% | 1,028,699 | 0 | 1,028,699 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0000886962 |
| Mario L. Giannini | 3.2% | 1,408,829 | 0 | 1,408,829 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698053 |
| Kyera Giannini | 0.5% | 213,648 | 0 | 213,648 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001761415 |
| Nicole Giannini | 0.5% | 213,648 | 0 | 213,648 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001761400 |
| The 2008 Sexton Des. Trust FBO Laura Sexton | 0.7% | 291,233 | 0 | 291,233 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698725 |
| The 2008 Sexton Des. Trust FBO Matthew Sexton | 0.7% | 291,233 | 0 | 291,233 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698728 |
| O. Griffith Sexton | 1.4% | 603,401 | 0 | 603,401 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001338580 |
| Oakville Number 2 Trust | 1.1% | 480,022 | 0 | 480,022 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001699245 |
| Rysaffe Trustee CO (CI) Limited | 1.1% | 480,022 | 0 | 480,022 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001699649 |
| Edward B. Whittemore | 0.2% | 105,000 | 0 | 105,000 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698930 |
| Laurence F. Whittemore | 0.2% | 91,880 | 0 | 91,880 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001699000 |
| Michael Schmertzler | 1.4% | 625,005 | 0 | 625,005 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001288952 |
| Erik R. Hirsch | 3.9% | 1,741,441 | 0 | 1,741,441 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698098 |
| Juan Delgado-Moreira | 4.2% | 1,830,791 | 0 | 1,830,791 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698040 |
| Paul Yett | 0.5% | 231,182 | 0 | 231,182 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698029 |
| Kevin J. Lucey | 0% | 0 | 0 | 0 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698398 |
| Tara Devlin | 0.5% | 212,429 | 0 | 212,429 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698396 |
| Stephen R. Brennan | 0.4% | 185,703 | 0 | 185,703 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698523 |
| Andrea Anigati Kramer | 1% | 429,832 | 0 | 429,832 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698324 |
| Michael Kelly | 0.2% | 80,000 | 0 | 80,000 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698486 |
| Thomas Kerr | 0.4% | 189,301 | 0 | 189,301 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698030 |
| David Helgerson | 0.4% | 195,068 | 0 | 195,068 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001332122 |
| Michael Donohue | 0.1% | 59,368 | 0 | 59,368 | /s/ Lauren Platko, Attorney-in-Fact | Lauren Platko, Attorney-in-Fact | 0001698304 |
CIK / CUSIP context first