HLNE's three largest insider shareholders as of July 26, 2026 are Investments Llc Hla (TenPercentOwner, 14.64Mn shares), Hartley R. Rogers (Executive Co Chairman, 6.51Mn shares), Juan Delgado-Moreira (Co Chief Executive Officer, 1.34Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David J Berkman | - | 0 | 10,000 | 25 Feb, 2026 |
| Leslie F Varon | - | 9,658 | 0 | 18 Sep, 2025 |
| Investments Llc Hla | - | 8,128,907 | 6,510,922 | 08 Sep, 2025 |
| Michael Schmertzler | - | 600,000 | 0 | 08 Sep, 2025 |
| O Griffith Sexton | - | 0 | 291,233 | 14 Feb, 2025 |
| Atul Varma | Senior Advisor | 6,936 | 0 | 02 Feb, 2024 |
| Hartley R. Rogers | Executive Co Chairman | 0 | 6,510,922 | 08 Sep, 2025 |
| Juan Delgado-Moreira | Co Chief Executive Officer | 1,338,047 | 0 | 24 Feb, 2026 |
| Mario L Giannini | Executive Co Chairman | 0 | 1,312,331 | 14 Feb, 2025 |
| Lydia Gavalis | General Counsel Secretary | 32,889 | 0 | 17 Mar, 2026 |
| Erik R. Hirsch | Co Chief Executive Officer | 63,582 | 0 | 17 Mar, 2026 |
| Michael T. Donohue | Managing Director Controller | 29,345 | 0 | 17 Apr, 2023 |
| Andrea Anigati Kramer | Chief Operating Officer | 64,549 | 0 | 17 Mar, 2026 |
| Edward B. Whittemore | - | 95,000 | 0 | 08 Sep, 2025 |
| Laurence Whittemore | - | 56,880 | 0 | 08 Sep, 2025 |
| Barbara Sexton | - | 366,233 | 0 | 14 Sep, 2021 |
| Number 2 Trust Oakville | - | 480,015 | 0 | 11 Mar, 2024 |
| Nicole Giannini | - | 213,648 | 0 | 14 Feb, 2025 |
| Kyera Giannini | - | 213,648 | 0 | 14 Feb, 2025 |
| Reynoldo Vann Graves | - | 1,681 | 0 | 18 Sep, 2025 |
| Drew Thomas Carl | Chief Accounting Officer | 1,178 | 0 | 17 Mar, 2026 |
| Jeffrey Brian Armbrister | Chief Financial Officer | 10,849 | 0 | 17 Mar, 2026 |
| River 5 Ltd French | - | 330,015 | 0 | 08 Sep, 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Dec, 2025 | Drew Thomas Carl | Class A Common Stock | A | 46 | $114.16 | 1,263 | D | A |
| 14 Mar, 2026 | Jeffrey Brian Armbrister | Class A Common Stock | D | 590 | $96.85 | 10,849 | D | F |
| 14 Mar, 2026 | Lydia Gavalis | Class A Common Stock | D | 549 | $96.85 | 32,889 | D | F |
| 14 Mar, 2026 | Andrea Anigati Kramer | Class A Common Stock | D | 1,212 | $96.85 | 64,549 | D | F |
| 14 Mar, 2026 | Erik R. Hirsch | Class A Common Stock | D | 6,912 | $96.85 | 63,582 | D | F |
| 14 Mar, 2026 | Erik R. Hirsch | Class A Common Stock | D | 6,912 | $96.85 | 63,582 | D | F |
| 14 Mar, 2026 | Erik R. Hirsch | Class A Common Stock | D | 6,912 | $96.85 | 63,582 | D | F |
| 14 Mar, 2026 | Drew Thomas Carl | Class A Common Stock | D | 85 | $96.85 | 1,178 | D | F |
| 24 Feb, 2026 | David J Berkman | Class A Common Stock | A | 10,000 | $101.00 | 10,000 | I | P |
| 20 Feb, 2026 | Mario L Giannini | Class A Common Stock | A | 9,225 | $107.32 | 105,723 | D | P |
| 20 Feb, 2026 | Erik R. Hirsch | Class A Common Stock | A | 9,225 | $107.13 | 70,494 | D | P |
| 20 Feb, 2026 | Erik R. Hirsch | Class A Common Stock | A | 9,225 | $107.13 | 70,494 | D | P |
| 20 Feb, 2026 | Juan Delgado-Moreira | Class A Common Stock | A | 6,520 | $107.10 | 1,335,342 | D | P |
| 20 Feb, 2026 | Erik R. Hirsch | Class A Common Stock | A | 9,225 | $107.13 | 70,494 | D | P |
| 30 Sep, 2025 | Andrea Anigati Kramer | Class A Common Stock | A | 46 | $114.57 | 63,390 | D | A |
| 31 Dec, 2025 | Andrea Anigati Kramer | Class A Common Stock | A | 46 | $114.16 | 63,436 | D | A |
| 20 Feb, 2026 | Juan Delgado-Moreira | Class A Common Stock | A | 2,705 | $107.58 | 1,338,047 | D | P |
| 20 Feb, 2026 | Andrea Anigati Kramer | Class A Common Stock | A | 2,325 | $107.53 | 65,761 | D | P |
| 06 Feb, 2026 | Juan Delgado-Moreira | Class A Common Stock | D | 14,375 | $0.00 | 0 | I | G |
| 06 Feb, 2026 | Juan Delgado-Moreira | Class A Common Stock | A | 14,375 | $0.00 | 1,328,822 | D | G |