HLNE's three largest insider shareholders as of September 09, 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, 1.38Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Investments Llc Hla | TenPercentOwner | 8,128,907 | 6,510,922 | 14,639,829 | 55.4% | 08 Sep, 2025 |
| 2 | Hartley R. Rogers | Executive Co Chairman | 93,756 | 6,510,922 | 6,604,678 | 25.0% | 15 Jun, 2026 |
| 3 | Mario L Giannini | Executive Co Chairman | 105,723 | 1,312,331 | 1,418,054 | 5.4% | 24 Feb, 2026 |
| 4 | Juan Delgado-Moreira | Co Chief Executive Officer | 1,376,134 | 0 | 1,376,134 | 5.2% | 02 Jun, 2026 |
| 5 | Number 2 Trust Oakville | TenPercentOwner | 480,015 | 0 | 480,015 | 1.8% | 11 Mar, 2024 |
| 6 | Barbara Sexton | TenPercentOwner | 366,233 | 0 | 366,233 | 1.4% | 14 Sep, 2021 |
| 7 | River 5 Ltd French | TenPercentOwner | 330,015 | 0 | 330,015 | 1.2% | 08 Sep, 2025 |
| 8 | O Griffith Sexton | Director, TenPercentOwner | 4,852 | 291,233 | 296,085 | 1.1% | 18 Sep, 2025 |
| 9 | Kyera Giannini | TenPercentOwner | 213,648 | 0 | 213,648 | 0.8% | 14 Feb, 2025 |
| 10 | Nicole Giannini | TenPercentOwner | 213,648 | 0 | 213,648 | 0.8% | 14 Feb, 2025 |
| 11 | Erik R. Hirsch | Co Chief Executive Officer | 105,727 | 0 | 105,727 | 0.4% | 02 Jun, 2026 |
| 12 | Edward B. Whittemore | TenPercentOwner | 95,000 | 0 | 95,000 | 0.4% | 08 Sep, 2025 |
| 13 | Andrea Anigati Kramer | Chief Operating Officer | 87,350 | 0 | 87,350 | 0.3% | 15 Jun, 2026 |
| 14 | Laurence Whittemore | TenPercentOwner | 56,880 | 0 | 56,880 | 0.2% | 08 Sep, 2025 |
| 15 | Lydia Gavalis | General Counsel Secretary | 34,028 | 0 | 34,028 | 0.1% | 02 Jun, 2026 |
| 16 | Michael T. Donohue | Managing Director Controller | 29,345 | 0 | 29,345 | 0.1% | 17 Apr, 2023 |
| 17 | David J Berkman | Director | 0 | 25,000 | 25,000 | 0.1% | 15 Jun, 2026 |
| 18 | Jeffrey Brian Armbrister | Chief Financial Officer | 12,958 | 0 | 12,958 | 0.0% | 02 Jun, 2026 |
| 19 | Leslie F Varon | Director | 9,658 | 0 | 9,658 | 0.0% | 18 Sep, 2025 |
| 20 | Atul Varma | Senior Advisor | 6,936 | 0 | 6,936 | 0.0% | 02 Feb, 2024 |
| 21 | Drew Thomas Carl | Chief Accounting Officer | 1,846 | 0 | 1,846 | 0.0% | 02 Jun, 2026 |
| 22 | Reynoldo Vann Graves | Director | 1,681 | 0 | 1,681 | 0.0% | 18 Sep, 2025 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 11 Jun, 2026 | David J Berkman | Director | Acquired P | 15,000 | $76.27 | $1.14Mn | 25,000 | Indirect |
| 11 Jun, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 10,612 | $77.86 | $826.25K | 66,078 | Direct |
| 11 Jun, 2026 | Andrea Anigati Kramer | Chief Operating Officer | Acquired P | 1,283 | $77.46 | $99.38K | 87,350 | Direct |
| 11 Jun, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 27,678 | $78.73 | $2.18Mn | 93,756 | Direct |
| 29 May, 2026 | Drew Thomas Carl | Chief Accounting Officer | Acquired A | 675 | $0.00 | $0 | 1,846 | Direct |
| 29 May, 2026 | Jeffrey Brian Armbrister | Chief Financial Officer | Acquired A | 2,109 | $0.00 | $0 | 12,958 | Direct |
| 29 May, 2026 | Lydia Gavalis | General Counsel Secretary | Acquired A | 1,139 | $0.00 | $0 | 34,028 | Direct |
| 29 May, 2026 | Erik R. Hirsch | Co Chief Executive Officer | Acquired A | 42,145 | $0.00 | $0 | 105,727 | Direct |
| 29 May, 2026 | Juan Delgado-Moreira | Co Chief Executive Officer | Acquired A | 38,087 | $0.00 | $0 | 1,376,134 | Direct |
| 31 Mar, 2026 | Andrea Anigati Kramer | Chief Operating Officer | Acquired A | 62 | $84.89 | $5.26K | 82,524 | Direct |
| 29 May, 2026 | Andrea Anigati Kramer | Chief Operating Officer | Acquired A | 3,543 | $0.00 | $0 | 86,067 | Direct |
| 26 May, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 47,025 | $89.99 | $4.23Mn | 47,025 | Direct |
| 26 May, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 47,025 | $89.99 | $4.23Mn | 47,025 | Indirect |
| 26 May, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 7,975 | $90.43 | $721.18K | 55,000 | Direct |
| 26 May, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 7,975 | $90.43 | $721.18K | 55,000 | Indirect |
| 27 May, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 466 | $92.76 | $43.23K | 55,466 | Direct |
| 27 May, 2026 | Hartley R. Rogers | Executive Co Chairman | Acquired P | 466 | $92.69 | $43.19K | 55,466 | Indirect |
| 31 Dec, 2025 | Drew Thomas Carl | Chief Accounting Officer | Acquired A | 46 | $114.16 | $5.25K | 1,263 | Direct |
| 14 Mar, 2026 | Jeffrey Brian Armbrister | Chief Financial Officer | Disposed F | 590 | $96.85 | $57.14K | 10,849 | Direct |
| 14 Mar, 2026 | Erik R. Hirsch | Co Chief Executive Officer | Disposed F | 6,912 | $96.85 | $669.43K | 63,582 | Direct |