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 762.2K
Sold 376.6K
Sold 426.0K
Sold 282.6K
Sold 40.0K
Sold 182.8K
Sold 36.9K
Granted 22.4K · Bought 11.7K · Sold 5.0K
Granted 12.4K · Bought 15.0K
Granted 15.3K
Granted 7.1K
Granted 10.0K · Sold 3.0K
Granted 8.9K · Sold 2.4K
Granted 6.4K
Granted 959
Sold 22.31M
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Gold IrwinCO-CHAIRMAN, Director, 10% owner · 108 transactions | — | 2.16M | — | — | 762.2K |
| Adelson Scott JosephCO-PRESIDENT, Director · 40 transactions | — | 1.83M | — | — | 376.6K |
| Beiser Scott LCO-CHAIRMAN, Director, 10% owner · 72 transactions | — | 1.61M | — | — | 426.0K |
| Preiser David ACO-PRESIDENT, Director · 46 transactions | — | 1.06Mas of Jun 2024 | — | — | 282.6K |
| Siegert Paul EricCO-CHAIRMAN · 4 transactions | — | 790.2K | — | — | 40.0K |
| Alley J LindseyChief Financial Officer · 35 transactions | — | 148.9K | — | — | 182.8K |
| Crain Christopher MGENERAL COUNSEL · 60 transactions | — | 104.7K | — | — | 36.9K |
| Schriesheim Robert ADirector · 38 transactions | — | 29.1K | 22.4K | 11.7K | 5.0K |
| Van de Bunt BennetDirector · 6 transactions | — | 27.4Kas of May 2019 | 12.4K | 15.0K | — |
| Kosecoff Jacqueline BDirector · 10 transactions | — | 15.3Kas of May 2025 | 15.3K | — | — |
| Walker Cyrus D.Director · 7 transactions | — | 7.1K | 7.1K | — | — |
| Zuber Paul AndrewDirector · 13 transactions | — | 7.0K | 10.0K | — | 3.0K |
| Zucker Gillian BethDirector · 20 transactions | — | 6.5K | 8.9K | — | 2.4K |
| Bassey Ekpedeme MDirector · 7 transactions | — | 6.4K | 6.4K | — | — |
| Mund Ronald ScottDirector · 2 transactions | — | 969 | 959 | — | — |
| Orix Corp +1 co-filerFormer 10% Owner · 35 transactions | — | 0as of Jul 2019 | — | — | 22.31M |
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 all recorded history: -24.40M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.