Houlihan Lokey's three largest insider shareholders as of March 23, 2026 are Robert A Schriesheim (Director, 27.98K shares), Jacqueline B Kosecoff (Director, 15.32K shares), Paul Andrew Zuber (Director, 6.21K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert A Schriesheim | 27,982 | 0 | 09 Feb, 2026 | |
| Jacqueline B Kosecoff | 15,316 | 0 | 23 May, 2025 | |
| Paul Andrew Zuber | 0 | 6,208 | 23 May, 2025 | |
| Cyrus D. Walker | 6,115 | 0 | 23 May, 2025 | |
| Ekpedeme M Bassey | 5,627 | 0 | 23 May, 2025 | |
| Gillian Beth Zucker | 5,533 | 0 | 14 Jul, 2025 | |
| Paul Andrew Zuber | 1,981 | 0 | 27 May, 2021 | |
| Ronald Scott Mund | 483 | 0 | 13 Oct, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 06 Feb, 2026 | Robert A Schriesheim | CLASS A COMMON STOCK | D | 5,000 | $170.86 | 27,982 | D | S |
| 02 Jan, 2026 | Christopher M Crain | CLASS A COMMON STOCK | A | 500 | $0.00 | 500 | D | C |
| 02 Jan, 2026 | Christopher M Crain | CLASS A COMMON STOCK | D | 500 | $174.17 | 0 | D | S |
| 02 Jan, 2026 | Christopher M Crain | CLASS B COMMON STOCK | D | 500 | $0.00 | 0 | D | C |
| 26 Nov, 2025 | Christopher M Crain | CLASS A COMMON STOCK | A | 1,200 | $0.00 | 1,200 | D | C |
| 26 Nov, 2025 | Christopher M Crain | CLASS A COMMON STOCK | D | 1,200 | $0.00 | 0 | D | G |
| 26 Nov, 2025 | Christopher M Crain | CLASS B COMMON STOCK | D | 1,200 | $0.00 | 0 | D | C |
| 10 Nov, 2025 | Scott L Beiser | CLASS A COMMON STOCK | A | 8,000 | $0.00 | 8,000 | D | C |
| 10 Nov, 2025 | Scott L Beiser | CLASS A COMMON STOCK | D | 8,000 | $0.00 | 0 | D | G |
| 10 Nov, 2025 | Scott L Beiser | CLASS B COMMON STOCK | D | 8,000 | $0.00 | 0 | D | C |
| 01 Oct, 2025 | Ronald Scott Mund | Class A Common Stock | A | 483 | $0.00 | 483 | D | A |
| 02 Sep, 2025 | Christopher M Crain | CLASS A COMMON STOCK | A | 500 | $0.00 | 500 | D | C |
| 02 Sep, 2025 | Christopher M Crain | CLASS A COMMON STOCK | D | 500 | $196.22 | 0 | D | S |
| 02 Sep, 2025 | Christopher M Crain | CLASS B COMMON STOCK | D | 500 | $0.00 | 0 | D | C |
| 27 Aug, 2025 | Paul Eric Siegert | CLASS A COMMON STOCK | A | 40,000 | $0.00 | 40,000 | D | C |
| 27 Aug, 2025 | Paul Eric Siegert | CLASS A COMMON STOCK | D | 40,000 | $199.95 | 0 | D | S |
| 27 Aug, 2025 | Paul Eric Siegert | CLASS B COMMON STOCK | D | 40,000 | $0.00 | 0 | D | C |
| 05 Aug, 2025 | Scott Joseph Adelson | CLASS B COMMON STOCK | A | 57,200 | $0.00 | 57,200 | D | Z |
| 05 Aug, 2025 | Scott Joseph Adelson | CLASS B COMMON STOCK | D | 57,200 | $0.00 | 57,200 | I | G |
| 05 Aug, 2025 | Scott Joseph Adelson | CLASS B COMMON STOCK | D | 57,200 | $0.00 | 878,921 | I | Z |