Congress trades
Houlihan Lokey, Inc. (HLI)
Free on iOS and Android.
About Houlihan Lokey, Inc.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Investment - Banking & Investment Services
- Chief executive
- Scott Joseph Adelson
- Employees
- 2,800
- Listed since
- Aug 13, 2015
- Market value
- $9.0B
- Price to earnings (12 mo)
- 21.1
- Net income per share, as reported (12 mo)
- $6.11
- Dividend yield
- 2.03%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Jul 29, 2026 | $1.35 | $1.64 | $511.0M | $602.4M | EPS missRevenue miss |
| Q4 FY2026reported May 6, 2026 | $1.63 | $1.79 | $635.6M | $679.2M | EPS missRevenue miss |
| Q3 FY2026reported Jan 28, 2026 | $1.94 | $1.85 | $717.1M | $697.2M | EPS beatRevenue beat |
| Q2 FY2026reported Oct 30, 2025 | $1.84 | $1.68 | $659.5M | $651.8M | EPS beatRevenue in line |
| Q1 FY2026reported Jul 29, 2025 | $2.14 | $1.68 | $605.3M | $580.0M | EPS beatRevenue beat |
| Q4 FY2025reported May 7, 2025 | $1.96 | $1.62 | $666.4M | $628.3M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Jul 24, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| P. Eric SiegertCo-Chairman | $500K | $0 | $17.0M | $17.5M |
| Scott J. AdelsonChief Executive Officer | $500K | $0 | $12.5M | $13.0M |
| J. Lindsey AlleyChief Financial Officer | $500K | $0 | $3.8M | $4.3M |
| Christopher M. CrainGeneral Counsel and Secretary | $500K | $0 | $2.8M | $3.3M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $702.9M | 5,240,406 | -0.8% | 7.88% |
| Vanguard Portfolio Management LLC | $372.1M | 2,774,115 | -0.2% | 4.17% |
| Vanguard Capital Management LLC | $327.2M | 2,439,724 | +0.8% | 3.67% |
| Kayne Anderson Rudnick Investment Management LLC | $325.5M | 2,426,619 | -8.2% | 3.65% |
| Earnest Partners LLC | $291.4M | 2,172,720 | -2.5% | 3.27% |
| Royal Bank of Canada | $267.2M | 1,992,096 | +13.7% | 3.00% |
| State Street Corp | $234.7M | 1,749,472 | +3.3% | 2.63% |
| Morgan Stanley | $226.7M | 1,690,245 | +6.2% | 2.54% |
| Geode Capital Management, LLC | $185.7M | 1,383,912 | +2.4% | 2.08% |
| Bank of Montreal | $174.5M | 1,300,687 | +13.1% | 1.96% |
| Citadel Advisors LLCKen Griffin | $164.7M | 1,227,541 | +151.5% | 1.85% |
| Mayflower Financial Advisors, LLC | $1.2Mas filed, looks inconsistent | 1,122,126 | 0.0% | 1.69% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. A value marked as filed is the filer's own figure, which does not match its share count at the quarter's price, so the row is ranked by its shares. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Congress trades in HLI
20 disclosures of 37 on record · median 29d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +1.8%S&P 500 -1.7% · +3.5 pts vs S&P 500 | Aug 7, 2026 | Sep 10, 2026 | 34d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | -8.4%S&P 500 +1.2% · -9.6 pts vs S&P 500 | Jul 16, 2026 | Sep 4, 2026 | 50d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | -12.7%S&P 500 +5.8% · -18.5 pts vs S&P 500 | May 4, 2026 | Jun 10, 2026 | 37d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -19.0%S&P 500 +11.6% · -30.6 pts vs S&P 500 | Mar 3, 2026 | Apr 7, 2026 | 35d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | -20.8%S&P 500 +11.4% · -32.3 pts vs S&P 500 | Feb 13, 2026 | Mar 10, 2026 | 25d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -31.6%After the saleS&P 500 +19.6% · -51.2 pts vs S&P 500 | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Kelly Morrison | Stock | Sale | $1,001 - $15,000 | -24.5%After the saleS&P 500 +27.6% · -52.1 pts vs S&P 500 | Jun 4, 2025 | Jun 18, 2025 | 14d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -15.7%After the saleS&P 500 +40.0% · -55.7 pts vs S&P 500 | Apr 9, 2025 | May 14, 2025 | 35d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | -26.9%After the saleS&P 500 +28.4% · -55.2 pts vs S&P 500 | Jan 16, 2025 | Feb 11, 2025 | 26d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -15.1%After the saleS&P 500 +35.5% · -50.6 pts vs S&P 500 | Aug 26, 2024 | Sep 16, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +12.4%After the saleS&P 500 +60.9% · -48.5 pts vs S&P 500 | Jan 17, 2024 | Feb 13, 2024 | 27d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +10.9%After the saleS&P 500 +62.4% · -51.6 pts vs S&P 500 | Dec 20, 2023 | Jan 7, 2024 | 18d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +28.8%S&P 500 +79.9% · -51.1 pts vs S&P 500 | Nov 1, 2023 | Dec 9, 2023 | 38d |
| Diana Harshbarger | Stock | Sale | $1,001 - $15,000 | +38.8%After the saleS&P 500 +86.7% · -47.9 pts vs S&P 500 | Feb 9, 2023 | Mar 2, 2023 | 21d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +38.4%After the saleS&P 500 +92.2% · -53.8 pts vs S&P 500 | Jan 11, 2023 | Feb 17, 2023 | 37d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +40.3%After the saleS&P 500 +90.3% · -50.0 pts vs S&P 500 | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +63.9%S&P 500 +107.3% · -43.4 pts vs S&P 500 | Oct 17, 2022 | Nov 14, 2022 | 28d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +32.2%After the saleS&P 500 +75.8% · -43.6 pts vs S&P 500 | Mar 4, 2022 | Apr 18, 2022 | 45d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +17.9%S&P 500 +70.3% · -52.4 pts vs S&P 500 | Feb 15, 2022 | Mar 17, 2022 | 30d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +25.9%After the saleS&P 500 +72.0% · -46.1 pts vs S&P 500 | Jan 28, 2022 | Feb 23, 2022 | 26d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in HLI, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 21, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded HLI?
Gilbert Ray Cisneros, Jr., Michael T. McCaul, Kelly Morrison, Josh Gottheimer and Diana Harshbarger disclosed HLI transactions in the filings shown here.
Which members of Congress hold HLI?
2 members of Congress report a position in HLI in the estimate we hold as of Oct 21, 2026. The estimated positions belong to Gilbert Ray Cisneros, Jr. and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are HLI trades disclosed?
Congressional disclosures took a median of 29 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.