Delgado-Moreira Juan

Co-CEO Delgado-Moreira buys 9,225 shares at $107.24 avg; stock down 42.0% from 52-week high; 4 other insiders buying within 14 days

Delgado-Moreira executed 2 separate purchases totaling 9,225 shares for $989,311.01 at a blended average price of $107.24 on 2026-02-20, increasing his holdings to 1,338,047 shares. The timing coincides with a significant valuation decline: the stock is trading at $101.75, down 42.0% from its 52-week high of $175.49 and down 31.9% over the past 30 days. His prior three trades at HLNE show mixed outcomes, with 2 of 3 achieving positive 90-day returns, though the most recent November purchases saw initial declines (−3.6% and −4.3% at 30 days). The filing also reflects a cluster pattern—4 other insiders purchased shares within the past 14 days—suggesting coordinated board-level or management recognition of valuation opportunity. Company fundamentals remain solid with $198.6M quarterly revenue, $58.4M net income, and 28.7% annual revenue growth, though the elevated P/E of 25.57 persists despite the price decline.

Co-CEO Delgado-Moreira buys 8,000 HLNE shares for $1.0M at blended avg $130.35

Co-Chief Executive Officer Juan Delgado-Moreira executed 2 purchases totaling 8,000 shares for $1,042,831.76 at a blended average price of $130.35, increasing his holdings from 1,306,447 to 1,314,447 shares. The stock is currently trading at $130.35, matching the transaction price, but sits -35.4% from its 52-week high of $201.62 and has declined -17.8% over the past 90 days despite a +10.2% gain in the last 30 days. Notably, his prior buy at HLNE on 2024-11-11 yielded -13.8% and -17.2% returns at 30 and 90 days respectively, and his cross-ticker track record shows 0 of 1 prior buys were well-timed at the 90-day mark. The company reports strong fundamentals (net income $70.9M, revenue growth +28.7% annually), but the confluence of a poorly-timed prior purchase at the same ticker and recent price weakness warrants attention to whether this purchase reflects conviction or follows a pattern of ill-timed entry points.

Co-CEO Delgado-Moreira buys 525 HLNE shares at $201.81; holdings rise to 22.0K shares, stock down 5.6% from 52-week high.

Co-Chief Executive Officer Juan Delgado-Moreira purchased 525 shares of Hamilton Lane at $201.81 on 2024-11-11 for a total value of $105,950.25, bringing post-transaction holdings to 22.0K shares. The transaction occurred near the stock's 52-week high of $201.62 despite the stock trading at $190.39 currently, representing a 5.6% decline from that peak. The company shows solid fundamentals with revenue of $150.0M and net income of $55.0M in the latest quarter, though the P/E ratio of 47.84 reflects a relatively premium valuation. The timing of this discretionary purchase at elevated price levels, combined with the recent downward price movement, warrants attention to whether additional insider activity or company developments provide context for this acquisition.