X |
Filing Date |
Trade Date |
Ticker |
Company Name | Insider Name | Title |
Trade Type |
Price |
Qty |
Owned |
ΔOwn |
Value |
1d |
1w |
1m |
6m |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026-03-19 | HKHC | Horizon Kinetics Holding Corp | Stahl Murray | CEO, CIO, 10% | P - Purchase | $34.06 | +89 | 9,303,677 | 0% | +$3,031 | ||||||
| DM | 2026-03-18 | LAZ | Lazard, Inc. | Hogbin Christopher | CEO Asset Management | S - Sale+OE | $40.04 | -11,829 | 11,829 | -50% | -$473,593 | |||||
2026-03-17 | BMBL | Bumble Inc. | Bx Buzz Ml-1 Gp LLC | 10% | S - Sale | $3.51 | -7,477,504 | 25,832 | -100% | -$26,246,039 | ||||||
2026-03-18 | HKHC | Horizon Kinetics Holding Corp | Stahl Murray | CEO, CIO, 10% | P - Purchase | $34.00 | +27 | 9,303,588 | 0% | +$918 | ||||||
2026-03-18 | HKHC | Horizon Kinetics Holding Corp | Herndon Mark | CFO | P - Purchase | $33.03 | +80 | 200 | +67% | +$2,642 | ||||||
2026-03-18 | HKHC | Horizon Kinetics Holding Corp | Rosenthal Brent D | Dir | P - Purchase | $33.05 | +750 | 1,750 | +75% | +$24,788 | ||||||
| D | 2026-03-17 | LAZ | Lazard, Inc. | Orszag Peter Richard | CEO, COB | S - Sale+OE | $40.76 | -69,170 | 210,942 | -25% | -$2,819,274 | |||||
2026-03-12 | VRTS | Virtus Investment Partners, Inc. | Morris W Howard | Dir | P - Purchase | $129.47 | +4,050 | 6,892 | +143% | +$524,363 | ||||||
2026-03-13 | FHI | Federated Hermes, Inc. | Donahue Thomas R | VP, CFO, Treasurer | S - Sale | $57.10 | -30,000 | 1,107,636 | -3% | -$1,713,087 | ||||||
2026-03-12 | FHI | Federated Hermes, Inc. | Uhlman Paul A | VP | S - Sale | $56.23 | -72,392 | 263,987 | -22% | -$4,070,755 | ||||||
| M | 2026-02-19 | RPC | Ridgepost Capital, Inc. | Charles K. Huebner Trust | See Remarks | P - Purchase | $8.15 | +32,500 | 188,554 | +21% | +$264,975 | |||||
2026-02-23 | WHG | Westwood Holdings Group Inc | Forbes Murray III | CFO | S - Sale | $16.22 | -2,859 | 65,826 | -4% | -$46,373 | ||||||
2026-02-23 | WHG | Westwood Holdings Group Inc | Casey Brian O | CEO | S - Sale | $16.22 | -18,943 | 530,610 | -3% | -$307,255 | ||||||
2026-02-23 | WHG | Westwood Holdings Group Inc | Linton David O | Head of Distribution | S - Sale | $16.22 | -2,654 | 29,415 | -8% | -$43,048 | ||||||
2026-02-23 | WHG | Westwood Holdings Group Inc | Gomez Fabian | Pres | S - Sale | $16.22 | -6,223 | 122,573 | -5% | -$100,937 | ||||||
2026-02-23 | WHG | Westwood Holdings Group Inc | Helfert Adrian | CIO, Multi-Asset Inv. | S - Sale | $16.22 | -10,772 | 162,751 | -6% | -$174,722 | ||||||
2026-02-23 | WHG | Westwood Holdings Group Inc | Lockridge Matthew | Head, U.S. Value Inv. | S - Sale | $16.22 | -5,379 | 77,900 | -6% | -$87,247 | ||||||
2026-03-10 | MDLN | Medline Inc. | Carlyle Group Inc. | 10% | S - Sale | $41.00 | -26,105,840 | 125,454,241 | -17% | -$1,070,339,440 | ||||||
2026-03-10 | MDLN | Medline Inc. | Bcp 8 Holdings Mozart Manager L.L.C. | 10% | S - Sale | $40.51 | -27,852,986 | 2,428,681 | -92% | -$1,128,268,757 | ||||||
2026-03-10 | JHG | Janus Henderson Group Plc | Podzorov Megan | Chief People Officer | S - Sale | $51.24 | -1,650 | 12,204 | -12% | -$84,546 | ||||||
2026-03-06 | EVR | Evercore Inc. | Williamson Sarah K | Dir | P - Purchase | $290.43 | +2,000 | 13,345 | +18% | +$580,860 | ||||||
| M | 2024-06-14 | DHIL | Diamond Hill Investment Group Inc | Thomas L'Quentus | Dir | P - Purchase | $151.57 | +81 | 2,615 | +3% | +$12,206 | |||||
| D | 2026-03-06 | AMG | Affiliated Managers Group, Inc. | Wojcik Thomas M | Pres, COO | S - Sale+OE | $286.30 | -8,000 | 159,465 | -5% | -$2,290,400 | |||||
| D | 2026-03-09 | AMG | Affiliated Managers Group, Inc. | Padiyar Kavita | GC, Corp. Sec. | S - Sale+OE | $278.24 | -2,200 | 42,672 | -5% | -$612,128 | |||||
2026-03-05 | FHI | Federated Hermes, Inc. | Van Meter Stephen | VP, Chief Compliance Officer | S - Sale | $56.50 | -448 | 32,889 | -1% | -$25,314 | ||||||
2026-03-05 | FHI | Federated Hermes, Inc. | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | S - Sale | $56.50 | -6,161 | 160,226 | -4% | -$348,101 | ||||||
2026-03-05 | FHI | Federated Hermes, Inc. | Uhlman Paul A | VP | S - Sale | $56.53 | -11,739 | 336,379 | -3% | -$663,595 | ||||||
2026-03-05 | FHI | Federated Hermes, Inc. | Novak Richard A | Principal Accounting Officer | S - Sale | $56.49 | -867 | 45,209 | -2% | -$48,980 | ||||||
2026-03-04 | KKR | Kkr & Co. Inc. | Barakett Timothy R | Dir | P - Purchase | $94.47 | +50,000 | 287,771 | +21% | +$4,723,500 | ||||||
2026-03-04 | BTSG | Brightspring Health Services, Inc. | Kkr Group Partnership L.P. | 10% | S - Sale | $40.96 | -19,715,000 | 41,824,259 | -32% | -$807,546,115 | ||||||
2026-03-04 | MORN | Morningstar, Inc. | Holt Michael | CFO | P - Purchase | $186.59 | +1,000 | 9,480 | +12% | +$186,590 | ||||||
2026-02-27 | JHG | Janus Henderson Group Plc | Cassidy William B | CTO | S - Sale | $52.27 | -16,947 | 113,539 | -13% | -$885,820 | ||||||
| D | 2026-02-27 | FOA | Finance of America Companies Inc. | Blackstone Tactical Opportunities Fund - U - Nq L.L.C. | 10% | S - Sale+OE | $10.00 | -1,596,144 | 0 | -100% | -$15,961,420 | |||||
2026-02-27 | KKR | Kkr & Co. Inc. | Nuttall Scott C | Co-CEO | P - Purchase | $87.81 | +50,000 | 20,319,424 | 0% | +$4,390,500 | ||||||
2026-02-27 | KKR | Kkr & Co. Inc. | Bae Joseph Y | Co-CEO | P - Purchase | $88.56 | +50,000 | 18,506,070 | 0% | +$4,428,000 | ||||||
2026-03-02 | KKR | Kkr & Co. Inc. | Dillon Mary N | Dir | P - Purchase | $90.96 | +22,225 | 51,215 | +77% | +$2,021,586 | ||||||
2026-03-02 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $182.32 | -3,122 | 14,571,167 | 0% | -$569,191 | ||||||
2026-02-26 | SARO | Standardaero, Inc. | Carlyle Group Inc. | 10% | S - Sale | $31.46 | -19,840,268 | 84,587,035 | -19% | -$624,174,831 | ||||||
| M | 2026-02-26 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $179.80 | -14,500 | 14,574,289 | 0% | -$2,607,117 | |||||
| M | 2026-02-26 | GCMG | Gcm Grosvenor Inc. | Blanton Angela | Dir | S - Sale | $11.87 | -41,184 | 45,699 | -47% | -$488,816 | |||||
2026-02-24 | RPC | Ridgepost Capital, Inc. | Stewart Robert B Jr | Dir | P - Purchase | $8.27 | +5,000 | 149,525 | +3% | +$41,350 | ||||||
| M | 2026-02-24 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $162.19 | -14,500 | 14,588,789 | 0% | -$2,351,702 | |||||
2026-02-23 | STEP | Stepstone Group Inc. | Mitchell Steven R | Dir | P - Purchase | $44.23 | +12,793 | 12,793 | New | +$565,772 | ||||||
2026-02-24 | HLNE | Hamilton Lane Inc | Berkman David J | Dir | P - Purchase | $101.00 | +10,000 | 35,000 | +40% | +$1,010,000 | ||||||
2026-02-20 | ARES | Ares Management Corp | Olian Judy D. | Dir | P - Purchase | $124.43 | +480 | 29,734 | +2% | +$59,726 | ||||||
| D | 2026-02-20 | HLNE | Hamilton Lane Inc | Hirsch Erik R. | Co-CEO, 10% | P - Purchase | $107.13 | +9,225 | 880,275 | +1% | +$988,260 | |||||
| D | 2026-02-20 | HLNE | Hamilton Lane Inc | Delgado-Moreira Juan | Co-CEO, 10% | P - Purchase | $107.24 | +9,225 | 1,338,047 | +1% | +$989,311 | |||||
| D | 2026-02-20 | HLNE | Hamilton Lane Inc | Kramer Andrea Anigati | COO, 10% | P - Purchase | $107.53 | +2,325 | 219,644 | +1% | +$250,011 | |||||
| D | 2026-02-20 | HLNE | Hamilton Lane Inc | Giannini Mario L | Exec Co-COB, 10% | P - Purchase | $107.32 | +9,225 | 1,418,054 | +1% | +$990,010 | |||||
2026-02-19 | RPC | Ridgepost Capital, Inc. | Stewart Robert B Jr | Dir | P - Purchase | $8.65 | +10,000 | 144,525 | +7% | +$86,500 | ||||||
| D | 2026-02-19 | MC | Moelis & Co | Watanabe Osamu R. | GC, Secretary | S - Sale+OE | $62.23 | -2,765 | 4,981 | -36% | -$172,066 | |||||
| M | 2026-02-19 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $161.62 | -13,858 | 14,603,289 | 0% | -$2,239,664 | |||||
2026-02-17 | BX | Blackstone Inc. | Porat Ruth | Dir | P - Purchase | $130.68 | +525 | 48,365 | +1% | +$68,553 | ||||||
2026-02-18 | AB | Alliancebernstein Holding L.P. | Bernstein Seth P | CEO | S - Sale | $41.08 | -26,840 | 241,046 | -10% | -$1,102,587 | ||||||
2026-02-18 | JHG | Janus Henderson Group Plc | Rosenberg Michelle | CAO, GC | S - Sale | $49.27 | -22,000 | 87,805 | -20% | -$1,083,962 | ||||||
2026-02-18 | ABX | Abacus Global Management, Inc. | Ganovsky Matthew | Co-Founder, Pres, 10% | S - Sale | $8.38 | -2,386 | 8,609,624 | 0% | -$20,002 | ||||||
2026-02-18 | ABX | Abacus Global Management, Inc. | Kirby Kevin Scott | Co-Founder, Pres, 10% | S - Sale | $8.38 | -2,386 | 12,550,877 | 0% | -$20,002 | ||||||
2026-02-18 | ABX | Abacus Global Management, Inc. | McNealy Sean | Co-Founder, Pres, 10% | S - Sale | $8.38 | -2,386 | 12,551,177 | 0% | -$20,002 | ||||||
| AD | 2025-06-04 | ABX | Abacus Global Management, Inc. | McNealy Sean | Co-Founder, Pres, 10% | P - Purchase | $5.77 | +86,207 | 12,455,707 | +1% | +$497,759 | |||||
| AD | 2025-06-04 | ABX | Abacus Global Management, Inc. | Kirby Kevin Scott | Co-Founder, Pres, 10% | P - Purchase | $5.77 | +86,207 | 12,455,407 | +1% | +$497,759 | |||||
2026-02-17 | KKR | Kkr & Co. Inc. | Cohler Matt | Dir | P - Purchase | $102.90 | +43,872 | 143,045 | +44% | +$4,514,429 | ||||||
2026-02-17 | KKR | Kkr & Co. Inc. | Bae Joseph Y | Co-CEO | P - Purchase | $102.19 | +125,000 | 18,456,070 | +1% | +$12,773,530 | ||||||
2026-02-17 | KKR | Kkr & Co. Inc. | Nuttall Scott C | Co-CEO | P - Purchase | $102.67 | +125,000 | 20,269,424 | +1% | +$12,833,087 | ||||||
| M | 2026-02-17 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $159.89 | -14,041 | 14,617,147 | 0% | -$2,244,995 | |||||
2026-02-17 | FHI | Federated Hermes, Inc. | Novak Richard A | Principal Accounting Officer | S - Sale | $55.25 | -14,000 | 43,500 | -24% | -$773,545 | ||||||
2026-02-17 | JHG | Janus Henderson Group Plc | Dibadj Ali | CEO | S - Sale | $49.12 | -127,632 | 449,078 | -22% | -$6,269,284 | ||||||
| M | 2026-02-12 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $155.49 | -14,189 | 14,631,188 | 0% | -$2,206,244 | |||||
2026-02-11 | BW | Babcock & Wilcox Enterprises, Inc. | Brc Group Holdings, Inc. | 10% | S - Sale | $9.00 | -1,155,382 | 27,664,353 | -4% | -$10,398,438 | ||||||
2026-02-11 | AAMI | Acadian Asset Management Inc. | Chersi Robert J | Dir | S - Sale | $51.30 | -28,753 | 37,384 | -43% | -$1,475,029 | ||||||
2026-02-10 | AAMI | Acadian Asset Management Inc. | Trebbi Barbara | Dir | S - Sale | $51.22 | -9,691 | 35,771 | -21% | -$496,329 | ||||||
| M | 2026-02-11 | CNS | Cohen & Steers, Inc. | Poli Francis C | GC, Secretary, EVP | S - Sale | $65.68 | -19,696 | 55,675 | -26% | -$1,293,667 | |||||
2026-02-10 | AMP | Ameriprise Financial Inc | Truscott William F | CEO, Global Asset Management | S - Sale | $532.08 | -5,000 | 17,251 | -22% | -$2,660,400 | ||||||
2026-02-11 | JHG | Janus Henderson Group Plc | Thompson Roger Mj | CFO | S - Sale | $48.25 | -16,861 | 132,112 | -11% | -$813,585 | ||||||
2026-02-09 | KKR | Kkr & Co. Inc. | Barakett Timothy R | Dir | P - Purchase | $104.93 | +50,000 | 237,771 | +27% | +$5,246,500 | ||||||
| M | 2026-02-09 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $163.57 | -4,867 | 14,645,377 | 0% | -$796,106 | |||||
2026-02-11 | VRTS | Virtus Investment Partners, Inc. | Fleming Susan S. | Dir | S - Sale | $142.31 | -3,322 | 10,355 | -24% | -$472,761 | ||||||
| D | 2026-02-09 | AMP | Ameriprise Financial Inc | Alvero Gumer | Pres-INSURANCE, ANNUITIES | S - Sale+OE | $542.88 | -4,658 | 5,685 | -45% | -$2,528,746 | |||||
2026-02-06 | ARES | Ares Management Corp | Bhutani Ashish | Dir | P - Purchase | $126.61 | +10,000 | 34,071 | +42% | +$1,266,100 | ||||||
2026-02-06 | HLI | Houlihan Lokey, Inc. | Schriesheim Robert A | Dir | S - Sale | $170.86 | -5,000 | 27,982 | -15% | -$854,300 | ||||||
2026-02-05 | AMP | Ameriprise Financial Inc | Berman Walter Stanley | EVP, CFO | S - Sale | $544.22 | -7,000 | 5,973 | -54% | -$3,809,511 | ||||||
2026-02-04 | AMP | Ameriprise Financial Inc | Cracchiolo James M | COB, CEO | S - Sale | $544.96 | -48,813 | 109,358 | -31% | -$26,601,190 | ||||||
2026-02-04 | ARES | Ares Management Corp | Sagati Aghili Naseem | GC | S - Sale | $134.92 | -3,921 | 326,889 | -1% | -$529,032 | ||||||
| M | 2026-02-04 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $178.67 | -20,066 | 14,650,244 | 0% | -$3,585,120 | |||||
2026-02-06 | EVR | Evercore Inc. | Klurfeld Jason | GC | S - Sale | $360.00 | -5,000 | 49,368 | -9% | -$1,800,000 | ||||||
2026-02-05 | EVR | Evercore Inc. | Pensa Paul | Contr, Prin. Acct.Officer | S - Sale | $350.31 | -1,450 | 5,022 | -22% | -$507,950 | ||||||
2026-02-02 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $202.38 | -857 | 14,670,310 | 0% | -$173,443 | ||||||
2026-02-02 | FHI | Federated Hermes, Inc. | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | S - Sale | $53.66 | -5,800 | 155,778 | -4% | -$311,239 | ||||||
2026-01-29 | SARO | Standardaero, Inc. | Carlyle Group Inc. | 10% | S - Sale | $31.00 | -48,246,588 | 104,427,303 | -32% | -$1,495,644,228 | ||||||
2026-01-26 | STEP | Stepstone Group Inc. | Hart Scott W | CEO | S - Sale | $72.52 | -10,000 | 3,112,665 | 0% | -$725,176 | ||||||
2026-01-22 | ARES | Ares Management Corp | Sagati Aghili Naseem | GC | S - Sale | $161.84 | -1,849 | 254,671 | -1% | -$299,239 | ||||||
| D | 2026-01-08 | LGN | Legence Corp. | Blackstone Ema III L.L.C. | 10% | S - Sale+OE | $45.00 | -1,260,326 | 66,041,198 | -2% | -$56,714,670 | |||||
| D | 2026-01-02 | HLI | Houlihan Lokey, Inc. | Crain Christopher M | GC | S - Sale+OE | $174.17 | -500 | 0 | -100% | -$87,085 | |||||
2025-12-30 | HNNA | Hennessy Advisors Inc | Newton Kiera | Dir | S - Sale | $9.35 | -571 | 16,294 | -3% | -$5,339 | ||||||
2025-12-29 | MORN | Morningstar, Inc. | Tsay Caroline J | Dir | S - Sale | $218.48 | -600 | 3,745 | -14% | -$131,090 | ||||||
2025-12-26 | STEP | Stepstone Group Inc. | Hart Scott W | CEO | S - Sale | $66.17 | -10,000 | 3,122,665 | 0% | -$661,700 | ||||||
| D | 2025-12-18 | MDLN | Medline Inc. | Carlyle Group Inc. | 10% | S - Sale+OE | $29.00 | -19,136,333 | 215,303,036 | -8% | -$554,953,657 | |||||
| D | 2025-12-18 | MDLN | Medline Inc. | Mozart Aggregator II LP | 10% | S - Sale+OE | $28.37 | -13,462,600 | 215,303,036 | -6% | -$381,911,076 | |||||
| M | 2025-12-16 | GCMG | Gcm Grosvenor Inc. | Bentley Pamela L | CFO | S - Sale | $11.62 | -80,000 | 3,309 | -96% | -$929,408 | |||||
| D | 2025-12-16 | LGN | Legence Corp. | Blackstone Ema III L.L.C. | 10% | S - Sale+OE | $45.00 | -8,402,178 | 67,301,524 | -11% | -$378,098,010 | |||||
2025-12-10 | STEP | Stepstone Group Inc. | McCabe Michael I | Head of Strategy | S - Sale | $66.18 | -192,052 | 3,271,793 | -6% | -$12,709,729 |
| 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 |