Houlihan Lokey, Inc.
A global independent investment bank that advises companies on mergers, takeovers, and capital raising, and helps firms work through debt and financial restructuring. Its most familiar face is Corporate Finance, a go-to advisor for selling mid-sized businesses. Founded in Los Angeles in 1972 by Richard Houlihan and O. Kit Lokey, both refugees from the accounting giant PricewaterhouseCoopers, it was originally named Houlihan Lokey Howard & Zukin after its four founding partners. Today the firm is broadly owned by its own employees, and it trades as a "controlled company" on the New York Stock Exchange, with a voting trust steering most of its voting power.
Sold 31.7K
Sold 31.7K
Sold 20.0K
Sold 40.0K
Sold 22.5K
Sold 10.0K
Granted 3.1K · Sold 5.0K
Granted 1.3K
Granted 2.7K
Granted 2.1K
Granted 2.7K · Sold 2.4K
Granted 2.1K
Granted 959
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Gold IrwinCO-CHAIRMAN, Director, 10% owner · 16 transactions | -4.8% | 2.16M | — | — | 31.7K |
| Beiser Scott LCO-CHAIRMAN, Director, 10% owner · 16 transactions | -9.1% | 1.61M | — | — | 31.7K |
| Preiser David ACO-PRESIDENT, Director · 4 transactions | -0.4% | 1.06Mas of Jun 2024 | — | — | 20.0K |
| Siegert Paul EricCO-CHAIRMAN · 4 transactions | — | 790.2K | — | — | 40.0K |
| Alley J LindseyChief Financial Officer · 4 transactions | -14.3% | 148.9K | — | — | 22.5K |
| Crain Christopher MGENERAL COUNSEL · 24 transactions | -12.7% | 104.7K | — | — | 10.0K |
| Schriesheim Robert ADirector · 4 transactions | -6.2% | 29.1K | 3.1K | — | 5.0K |
| Kosecoff Jacqueline BDirector · 2 transactions | +9.3% | 15.3Kas of May 2025 | 1.3K | — | — |
| Walker Cyrus D.Director · 3 transactions | +60.8% | 7.1K | 2.7K | — | — |
| Zuber Paul AndrewDirector · 3 transactions | +42.8% | 7.0K | 2.1K | — | — |
| Zucker Gillian BethDirector · 15 transactions | +4.6% | 6.5K | 2.7K | — | 2.4K |
| Bassey Ekpedeme MDirector · 3 transactions | +48.5% | 6.4K | 2.1K | — | — |
| Mund Ronald ScottDirector · 2 transactions | — | 969 | 959 | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 3 years: -163.3K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.