🕵️ Houlihan Lokey, Inc. ($HLI)
SEC insider & ownership activity, last 12 months · CIK 1302215 · every row links its SEC filing
Over the last 12 months insiders sold $11.4M with no open-market buying against it. Siegert Paul Eric sold $8.0M in discretionary trades (Aug). Scott L Beiser trimmed 22.9% → 22.5%; Scott Joseph Adelson trimmed 22.9% → 22.5%. No red-flag 8-Ks in the window.
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Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 5 sellers, $11.4M (7 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Siegert Paul Eric | 0 | – | 1 | $8.0M | Aug 27, 2025 |
| Gold Irwin | 0 | – | 1 | $1.4M | Sep 16, 2025 |
| The Beiser Family Trust of 1997 | 0 | – | 1 | $941K | May 21, 2026 |
| Robert A. Schriesheim | 0 | – | 1 | $854K | Feb 6, 2026 |
| Christopher M. Crain | 0 | – | 3 | $257K | Apr 1, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Scott L Beiser | 22.5% | 13D | Dec 30, 2025 | filing ↗ | |
| Scott Joseph Adelson | 22.5% | 13D | Dec 30, 2025 | filing ↗ | |
| Irwin Gold | 22.5% | 13D | Dec 30, 2025 | filing ↗ | |
| A&R Voting Trust | 22.5% | 13D | Dec 30, 2025 | filing ↗ | |
| Blackrock, Inc. | 8.9% | 13G | Apr 17, 2025 | filing ↗ | |
| Vanguard Capital Management | 5.2% | 13G | Apr 30, 2026 | filing ↗ | |
| Vanguard Portfolio Management | 5.1% | 13G | Apr 29, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| The Beiser Family Trust of 1997 | $941K | May 21, 2026 | filing ↗ |
| Christopher Madison Crain | $72K | Apr 1, 2026 | filing ↗ |
| Robert A. Schriesheim | $841K | Jan 30, 2026 | filing ↗ |
| Christopher Madison Crain | $87K | Jan 2, 2026 | filing ↗ |
| Gold Irwin | $893K | Dec 10, 2025 | filing ↗ |
| Irwin N Gold Family Trust | $1.4M | Sep 16, 2025 | filing ↗ |
| Christopher Madison Crain | $100K | Sep 2, 2025 | filing ↗ |
| PAUL ERIC Siegert Revocable Trust | $8.0M | Aug 27, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | May 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 6, 2026 | filing ↗ |
| Other events (8.01) | Feb 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 25, 2026 | filing ↗ |
| Earnings (2.02) | Jan 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 28, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jan 24, 2026 | filing ↗ |
| Material agreement (1.01) | Dec 30, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 30, 2025 | filing ↗ |
| Earnings (2.02) | Oct 30, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 30, 2025 | filing ↗ |
| Officer/director changes (5.02) | Sep 30, 2025 | filing ↗ |
| Shareholder vote (5.07) | Sep 17, 2025 | filing ↗ |
| Material agreement (1.01) | Aug 20, 2025 | filing ↗ |
| New financial obligation (2.03) | Aug 20, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 20, 2025 | filing ↗ |