Gift or transfer — classified separately from trades.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
May 21, 2026
Reporting period
Not applicable
Filed with the SEC
May 23, 2026
CFOIndirect holdingGift / transfer
Context
Classification
gift transfer
Code Z — gift, bequest or transfer
Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001302215-26-000048
Filed / recorded
May 23, 2026, 12:19 AM UTC
Added to OQRO
Oct 6, 2026, 7:59 PM UTC
Parser
form4-xml-v2
Data quality
Verified: identifiers matched exactly
Issuer
HOULIHAN LOKEY, INC.
Issuer CIK
1302215
Ticker
HLI
Reporting person
J Lindsey Alley
Relationship
Officer
Officer title
Chief Financial Officer
Security
CLASS B COMMON STOCK
Table
Derivative (Table II)
Transaction date
May 21, 2026
Transaction code
Z
Shares / units
7,100
Price per share
$0.00
Acquired / disposed
Disposed (D)
Shares owned after
74,472
Ownership form
Indirect — BY HL VOTING TRUST
Amendment
No
Footnotes from the filing
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.
Represents shares of Class B Common Stock deposited into the HL Voting Trust (the "Voting Trust"). The reporting person retains investment control and dispositive power over the shares deposited into the Voting Trust.