Transactions
4
Insider / HOULIHAN LOKEY, INC.
Adelson Scott Joseph
CEO at HOULIHAN LOKEY, INC.
- Company
- HOULIHAN LOKEY, INC.
- Ticker
- HLI
- First filing on record
- May 19, 2026
- Latest trade on record
- May 21, 2026
- SEC filings
- EDGAR ↗
Adelson Scott Joseph, CEO at HOULIHAN LOKEY, INC., has disclosed 4 transactions in HLI since May 19, 2026: 0 purchases (0 open-market buys) and 0 sales, worth about $1.7M at the reported prices. The latest was filed May 22, 2026, 1 day after the trade.
Open-market buys
0
Sales
0
Avg. disclosure lag
1.8d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Adelson Scott Joseph reported 4 transactions that were neither a purchase nor a sale, such as stock awards, option exercises or shares withheld for tax.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 2 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| A | Grant or award | 2 | 17,274 | — |
| F | Shares withheld for tax | 1 | 11,093 | $1.7M |
| Z | Voting trust deposit or withdrawal | 1 | 17,274 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 4 | 0 | 0 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| HLI | Other Z | May 21, 2026 | May 22, 2026 | 1d | 17,274 | — | — | indirectderivative | Form 4 ↗ | |
| HLI | Other A | May 21, 2026 | May 22, 2026 | 1d | 3,322 | — | — | derivative | Form 4 ↗ | |
| HLI | Other A | May 21, 2026 | May 22, 2026 | 1d | 13,952 | — | — | derivative | Form 4 ↗ | |
| HLI | Option / conversion F | May 15, 2026 | May 19, 2026 | 4d | 11,093 | $150 | $1.7M | indirectderivative | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| May 22, 2026 | Form 4 | 0001302215-26-000049 | 3 | published | EDGAR ↗ |
| May 19, 2026 | Form 4 | 0001302215-26-000022 | 1 | published | EDGAR ↗ |
Other insiders at HOULIHAN LOKEY, INC.
- CRAIN CHRISTOPHER M GENERAL COUNSEL 15 rows
- BEISER SCOTT L CO-CHAIRMAN 7 rows
- ALLEY J LINDSEY Chief Financial Officer 5 rows
- SCHRIESHEIM ROBERT A Interim CFO 5 rows
- GOLD IRWIN CO-CHAIRMAN 4 rows
- Walker Cyrus D. Director 4 rows
- SIEGERT PAUL ERIC CO-CHAIRMAN 3 rows
- Mund Ronald Scott Director 2 rows
- Bassey Ekpedeme M Director 1 row
- Carter Todd J Director 1 row
Everyone on file, with contracts and lobbying under the company's name: HOULIHAN LOKEY, INC..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 2 | 4 | May 19, 2026 | May 22, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.