Home/Filings/4/0001302215-25-000054
4//SEC Filing

GOLD IRWIN 4

Accession 0001302215-25-000054

CIK 0001302215other

Filed

May 22, 8:00 PM ET

Accepted

May 23, 4:29 PM ET

Size

11.2 KB

Accession

0001302215-25-000054

Insider Transaction Report

Form 4
Period: 2025-05-22
GOLD IRWIN
DirectorCO-CHAIRMAN10% Owner
Transactions
  • Award

    CLASS B COMMON STOCK

    2025-05-22+2,8182,818 total
    CLASS A COMMON STOCK (2,818 underlying)
  • Award

    CLASS B COMMON STOCK

    2025-05-22+1,9721,972 total
    CLASS A COMMON STOCK (1,972 underlying)
  • Deposit Into/Withdrawal From Voting Trust

    CLASS B COMMON STOCK

    2025-05-224,7901,088,196 total(indirect: By Trust)
    CLASS A COMMON STOCK (4,790 underlying)
Footnotes (4)
  • [F1]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 Date (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.
  • [F2]On May 22, 2025, the Issuer granted 1,972 shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date.
  • [F3]On May 22, 2025, the Issuer granted 2,818 performance shares of Class B Common Stock to the reporting person pursuant to its 2016 Incentive Award Plan, which vest in four equal annual installments following the grant date if certain performance goals based upon revenue growth are achieved. If on vesting date such performance criteria are not achieved, the annual installment of shares will be forfeited.
  • [F4]Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person is a trustee of the 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 pecuniary interest in and investment control over the shares reported herein.

Issuer

HOULIHAN LOKEY, INC.

CIK 0001302215

Entity typeother
IncorporatedNY

Related Parties

1
  • filerCIK 0001122672

Filing Metadata

Form type
4
Filed
May 22, 8:00 PM ET
Accepted
May 23, 4:29 PM ET
Size
11.2 KB