Investment Advice Industry - SEC Form 4 Insider Trading Screener

Financial Sector - Security and Commodity Brokers - Investment Advice
General
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Lqdty M$
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 P - Purchase
 S - Sale
 A - Grant
 D - Sale to Iss
 G - Gift
 F - Tax
 M - Option Ex
 X - Option Ex
 C - Cnv Deriv
 W - Inherited
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100 results. Finviz
TCcnt1d1w1m6m

X

Filing Date

Trade Date

Ticker

Company Name

Insider Name

Title

Trade Type  

Price

Qty

Owned

ΔOwn

Value

1d

1w

1m

6m

2026-02-11
AAMIAcadian Asset Management Inc.Chersi Robert JDirS - Sale$51.30-28,75337,384-43%-$1,475,029
2026-02-10
AAMIAcadian Asset Management Inc.Trebbi BarbaraDirS - Sale$51.22-9,69135,771-21%-$496,329
M
2026-02-11
CNSCohen & Steers, Inc.Poli Francis CGC, Secretary, EVPS - Sale$65.68-19,69655,675-26%-$1,293,667
2026-02-10
AMPAmeriprise Financial IncTruscott William FCEO, Global Asset ManagementS - Sale$532.08-5,00017,251-22%-$2,660,400
2026-02-11
JHGJanus Henderson Group PlcThompson Roger MjCFOS - Sale$48.25-16,861132,112-11%-$813,585
2026-02-09
KKRKkr & Co. Inc.Barakett Timothy RDirP - Purchase$104.93+50,000237,771+27%+$5,246,500
M
2026-02-09
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$163.57-4,86714,645,3770%-$796,106
2026-02-11
VRTSVirtus Investment Partners, Inc.Fleming Susan S.DirS - Sale$142.31-3,32210,355-24%-$472,761
D
2026-02-09
AMPAmeriprise Financial IncAlvero GumerPres-INSURANCE, ANNUITIESS - Sale+OE$542.88-4,6585,685-45%-$2,528,746
2026-02-06
ARESAres Management CorpBhutani AshishDirP - Purchase$126.61+10,00034,071+42%+$1,266,100
2026-02-06
HLIHoulihan Lokey, Inc.Schriesheim Robert ADirS - Sale$170.86-5,00027,982-15%-$854,300
2026-02-05
AMPAmeriprise Financial IncBerman Walter StanleyEVP, CFOS - Sale$544.22-7,0005,973-54%-$3,809,511
2026-02-04
AMPAmeriprise Financial IncCracchiolo James MCOB, CEOS - Sale$544.96-48,813109,358-31%-$26,601,190
2026-02-04
ARESAres Management CorpSagati Aghili NaseemGCS - Sale$134.92-3,921326,889-1%-$529,032
M
2026-02-04
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$178.67-20,06614,650,2440%-$3,585,120
2026-02-06
EVREvercore Inc.Klurfeld JasonGCS - Sale$360.00-5,00049,368-9%-$1,800,000
2026-02-05
EVREvercore Inc.Pensa PaulContr, Prin. Acct.OfficerS - Sale$350.31-1,4505,022-22%-$507,950
2026-02-02
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$202.38-85714,670,3100%-$173,443
2026-02-02
FHIFederated Hermes, Inc.Nusseibeh Saker AnwarCEO, Federated Hermes LimitedS - Sale$53.66-5,800155,778-4%-$311,239
2026-01-29
SAROStandardaero, Inc.Carlyle Group Inc.10%S - Sale$31.00-48,246,588104,427,303-32%-$1,495,644,228
2026-01-26
STEPStepstone Group Inc.Hart Scott WCEOS - Sale$72.52-10,0003,112,6650%-$725,176
2026-01-22
ARESAres Management CorpSagati Aghili NaseemGCS - Sale$161.84-1,849254,671-1%-$299,239
D
2026-01-08
LGNLegence Corp.Blackstone Ema III L.L.C.10%S - Sale+OE$45.00-1,260,32666,041,198-2%-$56,714,670
D
2026-01-02
HLIHoulihan Lokey, Inc.Crain Christopher MGCS - Sale+OE$174.17-5000-100%-$87,085
2025-12-30
HNNAHennessy Advisors IncNewton KieraDirS - Sale$9.35-57116,294-3%-$5,339
2025-12-29
MORNMorningstar, Inc.Tsay Caroline JDirS - Sale$218.48-6003,745-14%-$131,090
2025-12-26
STEPStepstone Group Inc.Hart Scott WCEOS - Sale$66.17-10,0003,122,6650%-$661,700
D
2025-12-18
MDLNMedline Inc.Carlyle Group Inc.10%S - Sale+OE$29.00-19,136,333215,303,036-8%-$554,953,657
D
2025-12-18
MDLNMedline Inc.Mozart Aggregator II LP10%S - Sale+OE$28.37-13,462,600215,303,036-6%-$381,911,076
M
2025-12-16
GCMGGcm Grosvenor Inc.Bentley Pamela LCFOS - Sale$11.62-80,0003,309-96%-$929,408
D
2025-12-16
LGNLegence Corp.Blackstone Ema III L.L.C.10%S - Sale+OE$45.00-8,402,17867,301,524-11%-$378,098,010
2025-12-10
STEPStepstone Group Inc.McCabe Michael IHead of StrategyS - Sale$66.18-192,0523,271,793-6%-$12,709,729
2025-12-10
CGCarlyle Group Inc.Rubenstein David M.DirS - Sale$56.55-625,00027,999,644-2%-$35,343,750
2025-12-11
VRTSVirtus Investment Partners, Inc.Fleming Susan S.DirS - Sale$168.29-2,95913,677-18%-$497,981
2025-12-10
APOApollo Global Management, Inc.Chatterjee WhitneyGCS - Sale$146.03-8,50074,692-10%-$1,241,257
2025-12-12
FHIFederated Hermes, Inc.Dudiak Dolores DVPS - Sale$52.24-5,00083,223-6%-$261,192
2025-12-10
WHGWestwood Holdings Group IncCasey Brian OCEOS - Sale$16.55-8,341492,359-2%-$138,039
2025-12-09
WHGWestwood Holdings Group IncCasey Brian OCEOS - Sale$16.41-1,764500,7000%-$28,941
2025-12-09
EVREvercore Inc.Carlton Pamela GDirS - Sale$343.11-1923,481-5%-$65,877
2025-12-10
TROWPrice T Rowe Group IncHusain ArifVPS - Sale$101.96-4,26047,102-8%-$434,336
2025-12-10
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.00+229,303,5610%+$594
2025-12-09
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.00+229,303,5390%+$594
2025-12-08
WHGWestwood Holdings Group IncCasey Brian OCEOS - Sale$16.45-1,602502,4640%-$26,346
2025-12-08
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$26.73+229,303,5170%+$588
D
2025-12-04
FOAFinance of America Companies Inc.Blackstone Tactical Opportunities Fund - U - Nq L.L.C.10%S - Sale+OE$10.00-1,596,1421,596,142-50%-$15,961,420
2025-12-05
WHGWestwood Holdings Group IncCasey Brian OCEOS - Sale$16.44-1,351504,0660%-$22,210
2025-12-05
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.75+229,303,4950%+$611
2025-12-04
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.75+229,303,4730%+$611
2025-12-03
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.00+229,303,4510%+$594
2025-12-01
APOApollo Global Management, Inc.Kelly MartinCFOS - Sale$131.41-6,000349,604-2%-$788,434
2025-12-01
OWLBlue Owl Capital Inc.Kirshenbaum AlanCFOP - Purchase$14.87+33,67033,670New+$500,808
M
2025-12-01
OWLBlue Owl Capital Inc.Ostrover Douglas ICo-CEOP - Purchase$15.06+158,000158,000New+$2,379,469
M
2025-12-01
OWLBlue Owl Capital Inc.Lipschultz Marc SCo-CEOP - Purchase$15.06+158,000158,000New+$2,379,469
M
2025-12-01
OWLBlue Owl Capital Inc.Packer CraigCo-PresP - Purchase$15.06+125,00031,000-133%+$1,882,492
2025-12-02
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.23+229,303,4290%+$599
2025-12-01
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.00+229,303,4070%+$594
M
2025-11-26
SAMGSilvercrest Asset Management Group Inc.Gray John AllenMDP - Purchase$13.71+21,78542,895+103%+$298,762
M
2025-11-26
ARESAres Management CorpArougheti Michael JCo-Founder, CEOS - Sale$155.59-290,9971,400,000-17%-$45,274,799
M
2025-11-26
WHGWestwood Holdings Group IncCasey Brian OCEOS - Sale$17.00-139505,4170%-$2,363
M
2025-11-28
SELFGlobal Self Storage, Inc.Winmill & Co. IncSee "Explanation of Responses"P - Purchase$5.17+6,404147,641+5%+$33,082
2025-11-28
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.23+229,303,3850%+$599
2025-11-26
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.23+249,303,3630%+$654
M
2025-11-24
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$212.90-1,60214,698,9420%-$341,059
2025-11-25
STEPStepstone Group Inc.Hart Scott WCEOS - Sale$61.70-10,0003,132,6650%-$617,000
M
2025-11-25
SELFGlobal Self Storage, Inc.Winmill & Co. IncSee "Explanation of Responses"P - Purchase$5.17+9,420141,237+7%+$48,742
2025-11-25
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.00+249,303,3390%+$648
2025-11-25
HKHCHorizon Kinetics Holding CorpRosenthal Brent DDirP - Purchase$27.28+3001,000+43%+$8,184
M
2025-11-24
ARESAres Management CorpArougheti Michael JCo-Founder, CEOS - Sale$151.77-299,0031,690,997-15%-$45,380,330
2025-11-21
AMPAmeriprise Financial IncSharpe Robert Francis JrDirS - Sale$450.95-1,50012,977-10%-$676,418
2025-11-24
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$28.00+249,303,3150%+$672
D
2025-11-21
PXP10, Inc.Poston Edwin A.See RemarksS - Sale+OE$9.02-18,4272,980,697-1%-$166,175
D
2025-11-21
PXP10, Inc.Williams MelSee Remarks, 10%S - Sale+OE$9.02-18,4274,090,0190%-$166,175
M
2025-11-20
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$211.06-14,50014,700,5440%-$3,060,315
M
2025-11-21
SELFGlobal Self Storage, Inc.Winmill & Co. IncSee "Explanation of Responses"P - Purchase$5.11+10,290131,817+8%+$52,577
2025-11-21
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$28.25+259,303,2910%+$706
2025-11-20
BENFranklin Resources IncJohnson Charles B10%P - Purchase$21.20+50,00094,222,4360%+$1,060,000
2025-11-20
HKHCHorizon Kinetics Holding CorpStahl MurrayCEO, CIO, 10%P - Purchase$27.50+249,303,2660%+$660
2025-11-20
HKHCHorizon Kinetics Holding CorpHerndon MarkCFOP - Purchase$29.00+100120+500%+$2,900
2025-11-19
CNSCohen & Steers, Inc.Steers Robert HamiltonExec COB, 10%P - Purchase$59.88+25,00011,990,6820%+$1,496,880
M
2025-11-18
CNSCohen & Steers, Inc.Cohen MartinDir, 10%P - Purchase$59.82+100,0009,020,666+1%+$5,982,412
M
2025-11-19
SELFGlobal Self Storage, Inc.Winmill & Co. IncSee "Explanation of Responses"P - Purchase$5.11+12,096121,527+11%+$61,812
M
2025-11-18
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$208.77-14,50014,715,0440%-$3,027,194
2025-11-19
FHIFederated Hermes, Inc.Nusseibeh Saker AnwarCEO, Federated Hermes LimitedS - Sale$47.85-4,461161,578-3%-$213,447
2025-11-19
FHIFederated Hermes, Inc.Dudiak Dolores DVPS - Sale$47.87-99988,223-1%-$47,825
2025-11-19
FHIFederated Hermes, Inc.Novak Richard APrincipal Accounting OfficerS - Sale$47.85-1,24957,500-2%-$59,766
2025-11-19
FHIFederated Hermes, Inc.Germain Peter JEVP, CLO, Sec.S - Sale$47.85-6,856217,468-3%-$328,093
2025-11-19
FHIFederated Hermes, Inc.Fisher John BVPS - Sale$47.87-7,638534,197-1%-$365,596
2025-11-19
FHIFederated Hermes, Inc.Van Meter StephenVP, Chief Compliance OfficerS - Sale$47.86-70731,889-2%-$33,834
2025-11-19
FHIFederated Hermes, Inc.Uhlman Paul AVPS - Sale$47.85-6,496327,434-2%-$310,821
2025-11-19
FHIFederated Hermes, Inc.Zierden Theodore W IIIVPS - Sale$47.84-3,721151,856-2%-$178,023
2025-11-18
BENFranklin Resources IncJohnson Charles B10%P - Purchase$21.49+50,00094,172,4360%+$1,074,475
M
2025-11-14
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$213.03-8,03914,729,5440%-$1,712,512
M
2025-11-17
SELFGlobal Self Storage, Inc.Winmill & Co. IncSee "Explanation of Responses"P - Purchase$5.14+11,844109,431+12%+$60,882
M
2025-11-12
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$215.16-14,09814,737,5830%-$3,033,380
M
2025-11-13
SELFGlobal Self Storage, Inc.Winmill & Co. IncSee "Explanation of Responses"P - Purchase$5.06+13,72997,587+16%+$69,484
M
2025-11-11
STEPStepstone Group Inc.Fernandez Jose ACo-COOS - Sale$62.12-211,2104,833,777-4%-$13,120,536
2025-11-10
BXBlackstone Inc.Porat RuthDirP - Purchase$146.24+40247,840+1%+$58,835
2025-11-10
WHGWestwood Holdings Group IncCasey Brian OCEOS - Sale$17.00-370505,5560%-$6,290
M
2025-11-11
SELFGlobal Self Storage, Inc.Winmill & Co. IncSee "Explanation of Responses"P - Purchase$5.01+8,12483,858+11%+$40,721
M
2025-11-07
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$214.26-21,75014,751,6810%-$4,660,150

AAmended filing
DDerivative transaction in filing (usually option exercise)
EError detected in filing
MMultiple transactions in filing; earliest reported transaction date and weighted average transaction price
S - SaleSale of securities on an exchange or to another person
S - Sale+OESale of securities on an exchange or to another person (after option exercise)
F - TaxPayment of exercise price or tax liability using portion of securities received from the company
P - PurchasePurchase of securities on an exchange or from another person
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