MarketPeel
Insider Trading Intelligence
SB

Scott L. Beiser

HLI
CO-CHAIRMAN · HOULIHAN LOKEY, INC. · CIK 0001649212
FILING MIX · LIFETIME35%/65%
BUYS
33
SELLS
60
TOTAL VALUE
$16.61M
COMPANIES
2
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
7,134
AVG SELL PX
$89.32
TRADE KIND
SHOWING 93 / 93
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
15 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Scott L. Beiser, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d15+40.00%+5.69%+1.06%+4.63%+0.47%
14d15+20.00%+8.42%+6.20%+2.22%+0.63%
30d15+13.33%+11.20%+9.70%+1.50%+1.23%
60d15+13.33%+17.77%+14.07%+3.70%+6.39%
90d15+6.67%+14.73%+18.17%-3.44%-2.40%
180d15+6.67%+16.84%+25.65%-8.81%-8.85%
1y15+6.67%+33.05%+44.70%-11.65%-10.10%
2y15(2 pending)+0.00%+85.66%+71.22%+14.43%+15.86%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HLI · 6,265 shares · as of May 21, 2026
0229,790459,579689,369919,158202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 33 buys / 60 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
6,2650May 21, 2026May 21, 2026View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
6,265$150.26$941.4K0May 21, 2026May 21, 2026View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CO-CHAIRMAN
6,2656,265May 21, 2026May 21, 2026View →
PLMR
PALOMAR HOLDINGS, INC.
PURCHASEGRANT
Stock grant
1,3042,173May 21, 2026May 26, 2026View →
PLMR
PALOMAR HOLDINGS, INC.
PURCHASEGRANT
Stock grant
869869May 21, 2026May 26, 2026View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
6,497$150.35$976.8K793,916May 15, 2026May 19, 2026View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
8,0000Nov 10, 2025Nov 12, 2025View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CO-CHAIRMAN
8,0008,000Nov 10, 2025Nov 12, 2025View →
HLI
HOULIHAN LOKEY, INC.
SALEGRANT
Gift
8,0000Nov 10, 2025Nov 12, 2025View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
2,8182,818May 22, 2025May 23, 2025View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
2,9592,959May 22, 2025May 23, 2025View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
5,777808,413May 22, 2025May 23, 2025View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
8,008$178.71$1.43M0May 19, 2025May 20, 2025View →
HLI
HOULIHAN LOKEY, INC.
SALEGRANT
Gift
15,0000May 19, 2025May 20, 2025View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CO-CHAIRMAN
8,0088,008May 19, 2025May 20, 2025View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
15,0000May 19, 2025May 20, 2025View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CO-CHAIRMAN
15,00015,000May 19, 2025May 20, 2025View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
8,0080May 19, 2025May 20, 2025View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
7,881$180.09$1.42M825,644May 15, 2025May 19, 2025View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CO-CHAIRMAN
15,00015,000Nov 6, 2024Nov 7, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALEGRANT
Gift
15,0000Nov 6, 2024Nov 7, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
15,0000Nov 6, 2024Nov 7, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
8,3170Aug 16, 2024Aug 16, 2024View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CO-CHAIRMAN
8,3178,317Aug 16, 2024Aug 16, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALE
CO-CHAIRMAN
8,317$151.89$1.26M0Aug 16, 2024Aug 16, 2024View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
3,6973,697May 23, 2024May 28, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
3,697856,842May 23, 2024May 28, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
7,765853,145May 23, 2024May 28, 2024View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
7,7657,765May 23, 2024May 28, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
8,181$136.13$1.11M845,380May 15, 2024May 17, 2024View →
HLI
HOULIHAN LOKEY, INC.
SALEGRANT
Gift
15,0000Nov 14, 2023Nov 15, 2023View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
15,00015,000Nov 14, 2023Nov 15, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
15,0000Nov 14, 2023Nov 15, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
9,084$105.78$960.9K0Nov 3, 2023Nov 6, 2023View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
9,0849,084Nov 3, 2023Nov 6, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
9,0840Nov 3, 2023Nov 6, 2023View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
12,80512,805May 24, 2023May 25, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
12,805877,645May 24, 2023May 25, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
8,936$89.04$795.7K864,840May 15, 2023May 16, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
10,0000Feb 28, 2023Mar 1, 2023View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
10,00010,000Feb 28, 2023Mar 1, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALEGRANT
Gift
10,0000Feb 28, 2023Mar 1, 2023View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
16,367$93.28$1.53M0Nov 7, 2022Nov 9, 2022View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
16,3670Nov 7, 2022Nov 9, 2022View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
16,36716,367Nov 7, 2022Nov 9, 2022View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
21,008900,143May 27, 2022May 31, 2022View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
21,00821,008May 27, 2022May 31, 2022View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
6,331$84.66$536.0K879,135May 15, 2022May 17, 2022View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
15,000$79.50$1.19M0Jun 15, 2021Jun 16, 2021View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
15,0000Jun 15, 2021Jun 16, 2021View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
15,00015,000Jun 15, 2021Jun 16, 2021View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
18,28118,281May 26, 2021May 28, 2021View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
18,281900,466May 26, 2021May 28, 2021View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
6,973$74.00$516.0K882,185May 15, 2021May 18, 2021View →
HLI
HOULIHAN LOKEY, INC.
SALEGRANT
Gift
10,0000Mar 8, 2021Mar 9, 2021View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
10,00010,000Mar 8, 2021Mar 9, 2021View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
10,0000Mar 8, 2021Mar 9, 2021View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
10,00010,000Jun 17, 2020Jun 18, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
10,0000Jun 17, 2020Jun 18, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
10,000$60.19$601.9K0Jun 17, 2020Jun 18, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
10,00010,000Jun 2, 2020Jun 3, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALEGRANT
Gift
10,0000Jun 2, 2020Jun 3, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
10,0000Jun 2, 2020Jun 3, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASEGRANT
Stock grant
13,89713,897May 28, 2020May 29, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
13,897919,158May 28, 2020May 29, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
3,132$59.38$186.0K905,261Apr 30, 2020May 4, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
8,751$48.04$420.4K0Mar 31, 2020Mar 31, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
8,7518,751Mar 31, 2020Mar 31, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
8,7510Mar 31, 2020Mar 31, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
13,2860Mar 30, 2020Mar 30, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
13,286$48.01$637.9K0Mar 30, 2020Mar 30, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
13,28613,286Mar 30, 2020Mar 30, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
503$48.31$24.3K0Mar 27, 2020Mar 30, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
5030Mar 27, 2020Mar 30, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
503503Mar 27, 2020Mar 30, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
231231Mar 26, 2020Mar 26, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
2310Mar 26, 2020Mar 26, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
231$48.03$11.1K0Mar 26, 2020Mar 26, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
796$48.07$38.3K0Mar 25, 2020Mar 26, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
7960Mar 25, 2020Mar 26, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
796796Mar 25, 2020Mar 26, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
6,9316,931Mar 24, 2020Mar 24, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
6,931$49.26$341.4K0Mar 24, 2020Mar 24, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
6,9130Mar 24, 2020Mar 24, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
9,5020Mar 23, 2020Mar 24, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
9,502$48.42$460.1K0Mar 23, 2020Mar 24, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
9,5029,502Mar 23, 2020Mar 24, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
12,954$48.57$629.2K0Mar 17, 2020Mar 17, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
12,9540Mar 17, 2020Mar 17, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
12,95412,954Mar 17, 2020Mar 17, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
12,046$48.81$588.0K0Mar 16, 2020Mar 17, 2020View →
HLI
HOULIHAN LOKEY, INC.
PURCHASE
CHIEF EXECUTIVE OFFICER
12,04612,046Mar 16, 2020Mar 17, 2020View →
HLI
HOULIHAN LOKEY, INC.
SALE
CHIEF EXECUTIVE OFFICER
12,0460Mar 16, 2020Mar 17, 2020View →
Other insiders · HLI
Loading peer insiders…
About this filer
CIK 0001649212
ROLE
CO-CHAIRMAN
PRIMARY
HLI
COMPANIES
2
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001649212DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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