Insider · CIK 0001649212

BEISER SCOTT L

Reports to the SEC for 2 companies · LA JOLLA, CA

sec.gov

Transactions

Companies

Filings

CIK

0001649212

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-05-21	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+6,265 sh	—	—	6,265
2026-05-21	HLIHOULIHAN LOKEY, INC.S Sale	Director, CO-CHAIRMAN, 10% Owner	SSale	−6,265 sh	$150.26	−$941K	0
2026-05-21	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−6,265 sh	—	—	0
2026-05-21	PLMRPalomar Holdings, Inc.A Award	Director	AAward	+869 sh	—	—	869
2026-05-21	PLMRPalomar Holdings, Inc.A Award	Director	AAward	+1,304 sh	—	—	2,173
2026-05-15	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKF Tax Payment	Director, CO-CHAIRMAN, 10% Owner	FTax Payment	−6,497 sh	$150.35	−$977K	793,916
2025-11-10	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+8,000 sh	—	—	8,000
2025-11-10	HLIHOULIHAN LOKEY, INC.G Gift	Director, CO-CHAIRMAN, 10% Owner	GGift	−8,000 sh	—	—	0
2025-11-10	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−8,000 sh	—	—	0
2025-05-22	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKA Award	Director, CO-CHAIRMAN, 10% Owner	AAward	+2,959 sh	—	—	2,959
2025-05-22	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKA Award	Director, CO-CHAIRMAN, 10% Owner	AAward	+2,818 sh	—	—	2,818
2025-05-22	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKZ Deposit Into/Withdrawal From Voting Trust	Director, CO-CHAIRMAN, 10% Owner	ZDeposit Into/Withdrawal From Voting Trust	−5,777 sh	—	—	808,413
2025-05-19	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+8,008 sh	—	—	8,008
2025-05-19	HLIHOULIHAN LOKEY, INC.S Sale	Director, CO-CHAIRMAN, 10% Owner	SSale	−8,008 sh	$178.71	−$1.43M	0
2025-05-19	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+15K sh	—	—	15,000
2025-05-19	HLIHOULIHAN LOKEY, INC.G Gift	Director, CO-CHAIRMAN, 10% Owner	GGift	−15K sh	—	—	0
2025-05-19	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−8,008 sh	—	—	0
2025-05-19	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−15K sh	—	—	0
2025-05-15	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKF Tax Payment	Director, CO-CHAIRMAN, 10% Owner	FTax Payment	−7,881 sh	$180.09	−$1.42M	825,644
2024-11-06	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+15K sh	—	—	15,000
2024-11-06	HLIHOULIHAN LOKEY, INC.G Gift	Director, CO-CHAIRMAN, 10% Owner	GGift	−15K sh	—	—	0
2024-11-06	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−15K sh	—	—	0
2024-08-16	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+8,317 sh	—	—	8,317
2024-08-16	HLIHOULIHAN LOKEY, INC.S Sale	Director, CO-CHAIRMAN, 10% Owner	SSale	−8,317 sh	$151.89	−$1.26M	0
2024-08-16	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−8,317 sh	—	—	0
2024-05-23	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKA Award	Director, CO-CHAIRMAN, 10% Owner	AAward	+3,697 sh	—	—	3,697
2024-05-23	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKZ Deposit Into/Withdrawal From Voting Trust	Director, CO-CHAIRMAN, 10% Owner	ZDeposit Into/Withdrawal From Voting Trust	−3,697 sh	—	—	856,842
2024-05-23	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKA Award	Director, CO-CHAIRMAN, 10% Owner	AAward	+7,765 sh	—	—	7,765
2024-05-23	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKZ Deposit Into/Withdrawal From Voting Trust	Director, CO-CHAIRMAN, 10% Owner	ZDeposit Into/Withdrawal From Voting Trust	−7,765 sh	—	—	853,145
2024-05-15	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKF Tax Payment	Director, CO-CHAIRMAN, 10% Owner	FTax Payment	−8,181 sh	$136.13	−$1.11M	845,380
2023-11-14	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+15K sh	—	—	15,000
2023-11-14	HLIHOULIHAN LOKEY, INC.G Gift	Director, CO-CHAIRMAN, 10% Owner	GGift	−15K sh	—	—	0
2023-11-14	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−15K sh	—	—	0
2023-11-03	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+9,084 sh	—	—	9,084
2023-11-03	HLIHOULIHAN LOKEY, INC.S Sale	Director, CO-CHAIRMAN, 10% Owner	SSale	−9,084 sh	$105.78	−$961K	0
2023-11-03	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−9,084 sh	—	—	0
2023-05-24	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKA Award	Director, CO-CHAIRMAN, 10% Owner	AAward	+12.8K sh	—	—	12,805
2023-05-24	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKZ Deposit Into/Withdrawal From Voting Trust	Director, CO-CHAIRMAN, 10% Owner	ZDeposit Into/Withdrawal From Voting Trust	−12.8K sh	—	—	877,645
2023-05-15	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKF Tax Payment	Director, CO-CHAIRMAN, 10% Owner	FTax Payment	−8,936 sh	$89.04	−$796K	864,840
2023-02-28	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+10K sh	—	—	10,000
2023-02-28	HLIHOULIHAN LOKEY, INC.G Gift	Director, CO-CHAIRMAN, 10% Owner	GGift	−10K sh	—	—	0
2023-02-28	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−10K sh	—	—	0
2022-11-07	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+16.4K sh	—	—	16,367
2022-11-07	HLIHOULIHAN LOKEY, INC.S Sale	Director, CO-CHAIRMAN, 10% Owner	SSale	−16.4K sh	$93.28	−$1.53M	0
2022-11-07	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKC Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	−16.4K sh	—	—	0
2022-05-27	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKA Award	Director, CO-CHAIRMAN, 10% Owner	AAward	+21K sh	—	—	21,008
2022-05-27	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKZ Deposit Into/Withdrawal From Voting Trust	Director, CO-CHAIRMAN, 10% Owner	ZDeposit Into/Withdrawal From Voting Trust	−21K sh	—	—	900,143
2022-05-15	HLIHOULIHAN LOKEY, INC. · CLASS B COMMON STOCKF Tax Payment	Director, CO-CHAIRMAN, 10% Owner	FTax Payment	−6,331 sh	$84.66	−$536K	879,135
2021-06-15	HLIHOULIHAN LOKEY, INC.C Conversion	Director, CO-CHAIRMAN, 10% Owner	CConversion	+15K sh	—	—	15,000
2021-06-15	HLIHOULIHAN LOKEY, INC.S Sale	Director, CO-CHAIRMAN, 10% Owner	SSale	−15K sh	$79.50	−$1.19M	0

Recent filings

Accepted (ET)
May 264
BEISER SCOTT L0001214659-26-006733
SEC(opens sec.gov)
May 214
BEISER SCOTT L0001302215-26-000042
SEC(opens sec.gov)
May 194
BEISER SCOTT L0001302215-26-000024
SEC(opens sec.gov)
Nov 124
BEISER SCOTT L0001302215-25-000115
SEC(opens sec.gov)
May 234
BEISER SCOTT L0001302215-25-000056
SEC(opens sec.gov)
May 204
BEISER SCOTT L0001302215-25-000040
SEC(opens sec.gov)
May 194
BEISER SCOTT L0001302215-25-000032
SEC(opens sec.gov)
Nov 74
BEISER SCOTT L0001302215-24-000113
SEC(opens sec.gov)

Companies

Address

7979 IVANHOE AVENUE SUITE 500

LA JOLLA, CA, 92037