X |
Filing Date |
Trade Date |
Ticker |
Company Name | Insider Name | Title |
Trade Type |
Price |
Qty |
Owned |
ΔOwn |
Value |
1d |
1w |
1m |
6m |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023-09-21 | BX | Blackstone Inc. | Brown Reginald J | Dir | P - Purchase | $111.24 | +1,842 | 14,549 | +14% | +$204,904 | ||||||
2023-09-19 | CART | Maplebear Inc. | Grosvenor Capital Management, L.P. | See Explanation of Responses | P - Purchase | $30.00 | +6,327 | 0 | -100% | +$189,810 | ||||||
| M | 2023-09-19 | CART | Maplebear Inc. | Grosvenor Capital Management, L.P. | See Explanation of Responses | S - Sale | $34.80 | -6,327 | 0 | -100% | -$220,180 | |||||
2023-09-15 | FYBR | Frontier Communications Parent, Inc. | Ares Management LLC | 10% | P - Purchase | $14.79 | +100,000 | 38,612,895 | 0% | +$1,478,850 | ||||||
| M | 2023-09-14 | ARES | Ares Management Corp | Berry Ryan | Chief Mktg., Strategy Officer | S - Sale | $104.72 | -75,000 | 844,902 | -8% | -$7,854,311 | |||||
2023-09-15 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $104.79 | -150,000 | 1,205,052 | -11% | -$15,718,827 | ||||||
2023-09-15 | STEP | Stepstone Group Inc. | Park David Y | Chief Accounting Officer | S - Sale | $32.02 | -2,541 | 27,864 | -8% | -$81,363 | ||||||
| M | 2023-09-14 | STEP | Stepstone Group Inc. | Lim James | 10% | S - Sale | $31.46 | -39,808 | 6,644,686 | -1% | -$1,252,481 | |||||
| M | 2023-09-13 | GCMG | Gcm Grosvenor Inc. | Hurse Sandra | CHRO | S - Sale | $7.85 | -42,934 | 0 | -100% | -$337,118 | |||||
2023-09-13 | STEP | Stepstone Group Inc. | Park David Y | Chief Accounting Officer | S - Sale | $32.02 | -1,459 | 30,405 | -5% | -$46,717 | ||||||
| D | 2023-09-12 | OLMA | Olema Pharmaceuticals, Inc. | Bvf Partners L P/il | Dir, 10% | P - Purchase | $9.84 | +1,505,932 | 623,707 | -171% | +$14,818,371 | |||||
2023-09-12 | CCIF | Carlyle Credit Income Fund | Cg Subsidiary Holdings L.L.C. | 10% | P - Purchase | $8.52 | +1,269,537 | 4,785,628 | +36% | +$10,816,455 | ||||||
| M | 2023-09-11 | STEP | Stepstone Group Inc. | Lim James | 10% | S - Sale | $31.64 | -129,088 | 6,684,494 | -2% | -$4,083,853 | |||||
2023-09-11 | FYBR | Frontier Communications Parent, Inc. | Ares Management LLC | 10% | P - Purchase | $14.52 | +150,000 | 38,512,895 | 0% | +$2,177,280 | ||||||
| M | 2023-09-08 | GCMG | Gcm Grosvenor Inc. | Hurse Sandra | CHRO | S - Sale | $7.87 | -37,532 | 42,934 | -47% | -$295,511 | |||||
| M | 2023-09-11 | WHG | Westwood Holdings Group Inc | Montgomery John Porter | COO | S - Sale | $9.90 | -1,667 | 75,816 | -2% | -$16,501 | |||||
2023-09-08 | ARES | Ares Management Corp | Deveer R. Kipp | Head of Credit Group | S - Sale | $105.14 | -81,498 | 810,315 | -9% | -$8,568,700 | ||||||
2023-09-08 | BX | Blackstone Inc. | Parrett William G | Dir | S - Sale | $112.47 | -3,874 | 90,112 | -4% | -$435,709 | ||||||
| M | 2023-09-06 | STEP | Stepstone Group Inc. | Lim James | 10% | S - Sale | $31.18 | -39,439 | 6,813,582 | -1% | -$1,229,683 | |||||
2023-09-05 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale | $103.46 | -200,000 | 1,280,052 | -14% | -$20,692,564 | ||||||
2023-09-06 | HNNA | Hennessy Advisors Inc | Offenbach Rodger | Advisory Committee Member | S - Sale | $6.72 | -10,000 | 120,845 | -8% | -$67,236 | ||||||
2023-09-05 | MORN | Morningstar, Inc. | Landis Gail S | Dir | S - Sale | $250.00 | -580 | 5,147 | -10% | -$145,000 | ||||||
2023-09-05 | FHI | Federated Hermes, Inc. | Nusseibeh Saker Anwar | CEO, Hermes Fund Managers Ltd. | S - Sale | $34.73 | -7,800 | 185,634 | -4% | -$270,905 | ||||||
| M | 2023-08-31 | STEP | Stepstone Group Inc. | Lim James | 10% | S - Sale | $31.04 | -17,400 | 6,853,021 | 0% | -$540,070 | |||||
| M | 2023-08-31 | STEP | Stepstone Group Inc. | Ment Jason P | See remarks | S - Sale | $31.04 | -20,000 | 851,975 | -2% | -$620,747 | |||||
2023-09-01 | PJT | Pjt Partners Inc. | Lee Ji-Yeun | Managing Partner | S - Sale | $79.61 | -10,000 | 93,421 | -10% | -$796,144 | ||||||
| M | 2023-08-31 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $233.13 | -24,044 | 16,067,200 | 0% | -$5,605,283 | |||||
2023-08-30 | DHIL | Diamond Hill Investment Group Inc | Meyer Paula R | Dir | S - Sale | $171.31 | -500 | 2,764 | -15% | -$85,655 | ||||||
| M | 2023-08-29 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $226.74 | -16,930 | 16,091,244 | 0% | -$3,838,721 | |||||
2023-08-28 | FYBR | Frontier Communications Parent, Inc. | Ares Management LLC | 10% | P - Purchase | $14.94 | +7,397 | 38,362,895 | 0% | +$110,500 | ||||||
| D | 2023-08-28 | CCIF | Carlyle Credit Income Fund | Cg Subsidiary Holdings L.L.C. | 10% | P - Purchase | $8.30 | +3,516,091 | 3,516,091 | New | +$29,183,555 | |||||
| M | 2023-08-25 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $223.15 | -25,300 | 16,108,174 | 0% | -$5,645,591 | |||||
2023-08-24 | FYBR | Frontier Communications Parent, Inc. | Ares Management LLC | 10% | P - Purchase | $15.27 | +37,557 | 38,355,498 | 0% | +$573,540 | ||||||
| M | 2023-08-23 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $219.57 | -18,250 | 16,133,474 | 0% | -$4,007,127 | |||||
| M | 2023-08-22 | FYBR | Frontier Communications Parent, Inc. | Ares Management LLC | 10% | P - Purchase | $15.17 | +212,443 | 38,317,941 | +1% | +$3,222,568 | |||||
| M | 2023-08-22 | GCMG | Gcm Grosvenor Inc. | Sullivan Kathleen Patricia | Principal Accounting Officer | S - Sale | $7.72 | -19,000 | 36,698 | -34% | -$146,683 | |||||
2023-08-23 | ABL | Abacus Life, Inc. | Schulte Mary Beth | Dir | P - Purchase | $7.73 | +13,000 | 13,000 | New | +$100,508 | ||||||
2023-08-21 | APP | Applovin Corp | Kkr Group Partnership L.P. | 10% | S - Sale | $36.85 | -15,000,000 | 4,449,890 | -77% | -$552,750,000 | ||||||
| M | 2023-08-21 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $215.44 | -13,772 | 16,151,724 | 0% | -$2,967,013 | |||||
| D | 2023-08-22 | ALIT | Alight, Inc. / Delaware | Blackstone Holdings I/Ii Gp L.L.C. | 10% | S - Sale+OE | $7.98 | -14,704,603 | 47,751,475 | -24% | -$117,342,732 | |||||
2023-08-21 | RILY | B. Riley Financial, Inc. | Riley Bryant R | COB, Co-CEO, 10% | P - Purchase | $47.31 | +25,000 | 7,141,095 | 0% | +$1,182,778 | ||||||
| M | 2023-08-17 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $220.97 | -12,874 | 16,165,496 | 0% | -$2,844,763 | |||||
| M | 2023-08-16 | PX | P10, Inc. | Nelson Andrew Rowan | See Remarks | S - Sale | $12.59 | -20,000 | 37,710 | -35% | -$251,800 | |||||
| D | 2023-08-16 | HLNE | Hamilton Lane Inc | Varma Atul | Senior Advisor | S - Sale+OE | $92.25 | -459 | 8,786 | -5% | -$42,343 | |||||
2023-08-15 | ARES | Ares Management Corp | Bhutani Ashish | Dir | P - Purchase | $98.08 | +10,000 | 11,732 | +577% | +$980,800 | ||||||
| D | 2023-08-15 | ARES | Ares Management Corp | Arougheti Michael J | Co-Founder, CEO, Pres | S - Sale+OE | $98.37 | -150,000 | 825,000 | -15% | -$14,755,402 | |||||
| DM | 2023-08-15 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale+OE | $98.29 | -250,000 | 1,355,052 | -16% | -$24,572,440 | |||||
| DM | 2023-08-15 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale+OE | $98.35 | -200,000 | 1,480,052 | -12% | -$19,669,549 | |||||
| M | 2023-08-15 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $219.06 | -13,302 | 16,178,370 | 0% | -$2,913,996 | |||||
2023-08-14 | APG | Api Group Corp | Juno Lower Holdings L.P. | See Remarks | S - Sale | $27.80 | -2,598,609 | 0 | -100% | -$72,241,330 | ||||||
2023-08-14 | EVR | Evercore Inc. | Carlton Pamela G | Dir | S - Sale | $136.69 | -592 | 3,041 | -16% | -$80,920 | ||||||
2023-08-14 | APP | Applovin Corp | Kkr Group Partnership L.P. | 10% | S - Sale | $37.00 | -10,000,000 | 19,570,327 | -34% | -$370,000,000 | ||||||
2023-08-14 | GTES | Gates Industrial Corp Plc | Blackstone Inc. | 10% | S - Sale | $11.57 | -17,250,000 | 12,826,746 | -57% | -$199,582,500 | ||||||
| D | 2023-08-16 | HLI | Houlihan Lokey, Inc. | Crain Christopher M | GC | S - Sale+OE | $100.66 | -1,000 | 0 | -100% | -$100,660 | |||||
| M | 2023-08-11 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $219.29 | -8,700 | 16,191,672 | 0% | -$1,907,784 | |||||
2023-08-10 | MC | Moelis & Co | Shropshire Kenneth | Dir | S - Sale | $48.09 | -1,417 | 7,157 | -17% | -$68,144 | ||||||
2023-08-10 | AB | Alliancebernstein Holding L.P. | Burke Kate C | Former COO, CFO | S - Sale | $29.56 | -5,000 | 110,205 | -4% | -$147,799 | ||||||
| M | 2023-08-09 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $219.43 | -11,988 | 16,200,372 | 0% | -$2,630,560 | |||||
2023-08-09 | WHG | Westwood Holdings Group Inc | Bennett Leah | Pres-Westwood Wealth Mgmt | S - Sale | $10.97 | -850 | 37,962 | -2% | -$9,327 | ||||||
2023-08-08 | ARES | Ares Management Corp | Deveer R. Kipp | Head of Credit Group | S - Sale | $100.13 | -200,000 | 861,311 | -19% | -$20,025,557 | ||||||
| M | 2023-08-07 | BX | Blackstone Inc. | Porat Ruth | Dir | P - Purchase | $103.51 | +298 | 41,967 | +1% | +$30,817 | |||||
| M | 2023-08-07 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $221.03 | -14,565 | 16,212,360 | 0% | -$3,219,367 | |||||
| D | 2023-08-04 | AMP | Ameriprise Financial Inc | Berman Walter Stanley | EVP, CFO | S - Sale+OE | $351.55 | -13,042 | 8,402 | -61% | -$4,584,919 | |||||
2023-08-04 | ALTG | Alta Equipment Group Inc. | B. Riley Financial, Inc. | 10% | S - Sale | $16.25 | -330,000 | 4,238,607 | -7% | -$5,362,500 | ||||||
| M | 2023-08-03 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $225.02 | -10,460 | 16,226,925 | 0% | -$2,353,687 | |||||
| D | 2023-08-03 | AMP | Ameriprise Financial Inc | Cracchiolo James M | COB, CEO | S - Sale+OE | $354.00 | -9,616 | 158,783 | -6% | -$3,404,106 | |||||
2023-08-02 | CG | Carlyle Group Inc. | Finn Christopher | COO | S - Sale | $32.36 | -27,067 | 1,223,119 | -2% | -$875,888 | ||||||
2023-08-02 | CG | Carlyle Group Inc. | Buser Curtis L. | CFO | S - Sale | $32.36 | -25,828 | 1,221,416 | -2% | -$835,794 | ||||||
2023-08-02 | CG | Carlyle Group Inc. | Larson Bruce M. | CHRO | S - Sale | $32.36 | -13,413 | 403,069 | -3% | -$434,045 | ||||||
2023-08-02 | CG | Carlyle Group Inc. | Andrews Charles Elliott Jr. | Chief Accounting Officer | S - Sale | $32.36 | -6,669 | 84,745 | -7% | -$215,809 | ||||||
2023-08-02 | CG | Carlyle Group Inc. | Ferguson Jeffrey W. | GC | S - Sale | $32.36 | -11,939 | 1,182,891 | -1% | -$386,346 | ||||||
2023-08-01 | AMP | Ameriprise Financial Inc | Smyth Gerard P. | EVP Technology, CIO | S - Sale | $348.74 | -2,418 | 3,710 | -39% | -$843,260 | ||||||
2023-08-02 | MORN | Morningstar, Inc. | Dunn Daniel Joseph | Chief Revenue Officer | S - Sale | $224.93 | -2,000 | 12,827 | -13% | -$449,850 | ||||||
| M | 2023-08-01 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $229.90 | -4,815 | 16,237,385 | 0% | -$1,106,973 | |||||
| M | 2023-07-31 | MC | Moelis & Co | Crain Elizabeth | COO | S - Sale | $48.08 | -11,176 | 0 | -100% | -$537,342 | |||||
2023-08-02 | FHI | Federated Hermes, Inc. | Van Meter Stephen | VP, Chief Compliance Officer | S - Sale | $33.17 | -74 | 34,314 | 0% | -$2,454 | ||||||
2023-07-27 | MORN | Morningstar, Inc. | Landis Gail S | Dir | S - Sale | $225.00 | -395 | 5,727 | -6% | -$88,875 | ||||||
2023-07-26 | BX | Blackstone Inc. | Payne David | Chief Accounting Officer | S - Sale | $103.22 | -10,000 | 53,281 | -16% | -$1,032,200 | ||||||
| A | 2023-07-26 | RILY | B. Riley Financial, Inc. | Riley Bryant R | COB, Co-CEO, 10% | P - Purchase | $55.00 | +72,727 | 6,723,773 | +1% | +$3,999,985 | |||||
| A | 2023-07-26 | RILY | B. Riley Financial, Inc. | Paulson Randall E | Dir | P - Purchase | $55.00 | +5,000 | 308,979 | +2% | +$275,000 | |||||
| A | 2023-07-26 | RILY | B. Riley Financial, Inc. | Moore Andrew | CEO B. Riley Securities, Inc. | P - Purchase | $55.00 | +5,000 | 379,663 | +1% | +$275,000 | |||||
2023-07-26 | RILY | B. Riley Financial, Inc. | Kelleher Thomas J /Adv | Co-CEO | P - Purchase | $55.00 | +9,090 | 982,788 | +1% | +$499,950 | ||||||
2023-07-25 | RILY | B. Riley Financial, Inc. | Riley Bryant R | COB, Co-CEO, 10% | P - Purchase | $55.00 | +72,727 | 7,116,095 | +1% | +$3,999,985 | ||||||
2023-07-25 | RILY | B. Riley Financial, Inc. | Paulson Randall E | Dir | P - Purchase | $55.00 | +5,000 | 308,979 | +2% | +$275,000 | ||||||
2023-07-25 | RILY | B. Riley Financial, Inc. | Moore Andrew | CEO B. Riley Securities, Inc. | P - Purchase | $55.00 | +5,000 | 379,663 | +1% | +$275,000 | ||||||
2023-07-21 | TGAN | Transphorm, Inc. | Kkr Phorm Investors L.P. | 10% | P - Purchase | $3.30 | +1,735,988 | 24,411,968 | +8% | +$5,728,760 | ||||||
2023-07-24 | CNS | Cohen & Steers, Inc. | Dulik Elena | Chief Accounting Officer, SVP | S - Sale | $66.12 | -1,950 | 20,427 | -9% | -$128,934 | ||||||
2023-07-21 | ALTG | Alta Equipment Group Inc. | B. Riley Financial, Inc. | 10% | S - Sale | $16.25 | -2,200,000 | 4,568,607 | -33% | -$35,750,000 | ||||||
| M | 2023-07-17 | VCTR | Victory Capital Holdings, Inc. | Brown David Craig | COB, CEO | S - Sale | $33.92 | -148,253 | 1,927,038 | -7% | -$5,028,711 | |||||
2023-07-13 | APO | Apollo Global Management, Inc. | Zelter James C | Co-Pres (See Remarks) | S - Sale | $79.22 | -60,779 | 8,030,693 | -1% | -$4,814,937 | ||||||
| M | 2023-07-12 | VCTR | Victory Capital Holdings, Inc. | Brown David Craig | COB, CEO | S - Sale | $33.62 | -201,747 | 2,075,291 | -9% | -$6,783,011 | |||||
| M | 2023-07-12 | PJT | Pjt Partners Inc. | Lee Ji-Yeun | Managing Partner | S - Sale | $75.06 | -10,000 | 103,421 | -9% | -$750,610 | |||||
| M | 2023-07-11 | APO | Apollo Global Management, Inc. | Zelter James C | Co-Pres (See Remarks) | S - Sale | $78.28 | -59,529 | 8,122,789 | -1% | -$4,660,179 | |||||
| M | 2023-07-07 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $197.82 | -22,902 | 16,242,200 | 0% | -$4,530,446 | |||||
2023-07-05 | BX | Blackstone Inc. | Baratta Joseph | Dir | S - Sale | $93.08 | -85,000 | 1,060,448 | -7% | -$7,911,975 | ||||||
| M | 2023-07-05 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $193.81 | -6,810 | 16,265,102 | 0% | -$1,319,837 | |||||
2023-07-03 | JHG | Janus Henderson Group Plc | Fogo Georgina | Chief Risk Officer | S - Sale | $27.35 | -5,043 | 123,377 | -4% | -$137,926 | ||||||
2023-07-03 | SVV | Savers Value Village, Inc. | Ares Management LLC | 10% | S - Sale | $16.79 | -6,885,415 | 134,659,188 | -5% | -$115,571,691 | ||||||
| M | 2023-06-30 | APO | Apollo Global Management, Inc. | Zelter James C | Co-Pres (See Remarks) | S - Sale | $77.53 | -14,103 | 8,182,318 | 0% | -$1,093,392 | |||||
2023-07-03 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $195.81 | -6,950 | 16,271,912 | 0% | -$1,360,857 |
| A | Amended filing |
| D | Derivative transaction in filing (usually option exercise) |
| E | Error detected in filing |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| S - Sale | Sale of securities on an exchange or to another person |
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) |
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company |
| P - Purchase | Purchase of securities on an exchange or from another person |