home · filing · 0001433642-23-000087
8-K filed September 12, 2023, 7:59 PM ET
ticker HLNE
CIK 0001433642
leadership
confidence high
sentiment neutral
materiality 0.75
Hamilton Lane CEO Mario Giannini to step down; Hirsch and Delgado-Moreira named Co-CEOs effective Jan 1, 2024
Hamilton Lane INC
Mario Giannini transitions from CEO to Executive Co-Chairman alongside Hartley Rogers effective January 1, 2024.
Erik Hirsch and Juan Delgado-Moreira appointed Co-Chief Executive Officers, also effective January 1, 2024.
Delgado-Moreira joins Board of Directors as Class I director; Hirsch continues as a director.
Hirsch will lead strategic direction and operations; Delgado-Moreira will lead global sales and client service.
No immediate changes to compensation; transition part of long-term succession planning.
Executive movements
Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements .
Effective 2024-01-01
Filed September 12, 2023, 7:59 PM ET
the Board appointed Erik Hirsch and Juan Delgado-Moreira as co-Chief Executive Officers, also effective as of January 1, 2024.
Appointed
Juan Delgado-Moreira
Class I director
Effective 2024-01-01
Filed September 12, 2023, 7:59 PM ET
the Board increased the size of the Board from seven directors to nine directors and unanimously elected Mr. Delgado-Moreira as a Class I director of the Company to fill one of the resulting vacancies, effective as of January 1, 2024.
Role change
Mario Giannini
Executive Co-Chairman
Effective 2024-01-01
Successor Erik Hirsch, Juan Delgado-Moreira
Filed September 12, 2023, 7:59 PM ET
He will stay on with the Company as an employee and will join Hartley Rogers as Executive Co-Chairman, also effective as of January 1, 2024.
Effective 2024-01-01
Filed September 12, 2023, 7:59 PM ET
the Board appointed Erik Hirsch and Juan Delgado-Moreira as co-Chief Executive Officers, also effective as of January 1, 2024.
Key facts
Extracted from this filing and checked against the source text.
Executive change
SEC 8-K Item 5.02
confidence 1.0
Juan Delgado-Moreira was appointed as Co-Chief Executive Officer at Hamilton Lane INC.
Action appointed
Role Co-Chief Executive Officer
Exact text from the filing
the Board appointed Erik Hirsch and Juan Delgado-Moreira as co-Chief Executive Officers, also effective as of January 1, 2024.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Juan Delgado-Moreira was elected as Class I director at Hamilton Lane INC.
Action elected
Role Class I director
Exact text from the filing
the Board increased the size of the Board from seven directors to nine directors and unanimously elected Mr. Delgado-Moreira as a Class I director of the Company to fill one of the resulting vacancies, effective as of January 1, 2024.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Mario Giannini was appointed as Executive Co-Chairman at Hamilton Lane INC.
Action transitioning away from CEO and appointed as Executive Co-Chairman
Role Executive Co-Chairman
Exact text from the filing
He will stay on with the Company as an employee and will join Hartley Rogers as Executive Co-Chairman, also effective as of January 1, 2024.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 1.0
Erik Hirsch was appointed as Co-Chief Executive Officer at Hamilton Lane INC.
Action appointed
Role Co-Chief Executive Officer
Exact text from the filing
the Board appointed Erik Hirsch and Juan Delgado-Moreira as co-Chief Executive Officers, also effective as of January 1, 2024.
View on SEC.gov
Source: SEC EDGAR
accession 0001433642-23-000087
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