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$HLI All transactions

HOULIHAN LOKEY, INC.

Z

$ Value

$0

Shares

57,200

Price

$0

Filed

Aug 7

Insider

Name

Adelson Scott Joseph

Title

CEO

CIK

0001360042

Roles

Director Officer

Transaction Details

Transaction Date

2025-08-05

Code

Z

Table

Derivative

Ownership

Indirect

Equity Swap

No

Shares After

878,921

Footnotes

Class B Common Stock is convertible into Class A Common Stock on a one-for-one basis at the option of the holder, upon any transfer and automatically upon the Final Conversion Dates (as defined in the Issuer's Registration Statement on Form S-1, as amended (No. 333-205610) concerning the Issuer's initial public offering). The Class B Common Stock has no expiration date. | On August 5, 2025, the reporting person transferred 57,200 shares of Class B common stock to a revocable trust for the benefit of a family member for which the reporting person is a co-trustee and continues to beneficially own the shares held in the revocable trust. No value was received for the transferred shares. The shares remained subject to the HL Voting Trust (the "Voting Trust"). | The reporting person is a trustee of the HL Voting Trust. The trustees of the Voting Trust have shared voting control over the shares deposited into the Voting Trust. The reporting person has a direct and indirect pecuniary interest in and investment control over the shares reported herein. All reported direct and indirect shares are held indirectly by the Voting Trust

Filing Info

Accession No.

0001302215-25-000095

Form Type

4

Issuer CIK

0001302215

Adelson Scott Joseph's History

Date Ticker Type Value
2025-08-05 HLI Z $0
2025-08-05 HLI G $0
2025-08-05 HLI Z $0
2025-05-22 HLI A $0
2025-05-22 HLI A $0
2025-05-22 HLI Z $0
2025-05-15 HLI F $2.5M

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SCHRIESHEIM ROBERT A $854K 2026-02-06
CRAIN CHRISTOPHER M
GENERAL COUNSEL
$72K 2026-04-01