Investment Advice Industry - SEC Form 4 Insider Trading Screener

Financial Sector - Security and Commodity Brokers - Investment Advice
General
Tickers
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Sh Price $
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
No deriv Multiple Days
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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

M
2026-05-15
PAXPatria Investments LtdNeto Olimpio MatarazzoDirP - Purchase$11.18+45,000470,724+11%+$502,950
M
2026-05-20
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.28-2,921744,6850%-$30,016
M
2026-05-20
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.28-8,1211,034,897-1%-$83,450
2026-05-21
VALUValue Line IncBrecher Howard ACOB, CEOP - Purchase$33.89+2001,800+13%+$6,778
M
2026-05-21
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$173.53-9,52014,471,1670%-$1,651,985
M
2026-05-20
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.02-1,119283,4300%-$17,924
D
2026-05-21
HLIHoulihan Lokey, Inc.Beiser Scott LCO-COB, 10%S - Sale+OE$150.26-6,2650-100%-$941,379
2026-05-20
HKHCHorizon Kinetics Holding CorpHerndon MarkCFOP - Purchase$27.85+100300+50%+$2,785
2026-05-20
HKHCHorizon Kinetics Holding CorpRosenthal Brent DDirP - Purchase$27.85+7002,450+40%+$19,495
M
2026-05-18
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.34-3,213747,6060%-$33,213
M
2026-05-18
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.11-8,9331,043,018-1%-$90,274
D
2026-05-15
MORNMorningstar, Inc.Holt MichaelCFOS - Sale+OE$166.05-27024,679-1%-$44,834
2026-05-15
BXDCBlackstone Digital Infrastructure Trust Inc.Blackstone Treasury Holdings III L.L.C.10%P - Purchase$20.00+9,486,7959,111,800-2530%+$189,735,900
2026-05-15
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.31-7,3551,051,951-1%-$75,830
2026-05-15
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.31-2,645750,8190%-$27,270
M
2026-05-14
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.05-1,151284,5490%-$18,473
2026-05-15
AFLAflac IncKenny Thomas JDirS - Sale$116.57-1,74013,219-12%-$202,832
D
2026-05-14
AMPAmeriprise Financial IncSmyth Gerard P.EVP, Hd. of Tech., Serv. DelS - Sale+OE$472.52-6,2556,103-51%-$2,955,607
M
2026-05-13
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.53-20,5571,059,306-2%-$216,425
M
2026-05-13
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$10.62-23,2341,072,216-2%-$246,725
M
2026-05-13
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.53-7,469753,464-1%-$78,623
M
2026-05-14
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$168.66-14,50014,501,9150%-$2,445,613
2026-05-15
FHIFederated Hermes, Inc.Germain Peter JEVP, CLO, Sec.S - Sale$54.30-5,000212,468-2%-$271,477
M
2026-05-13
RILYBrc Group Holdings, Inc.Forman Alan NEVP, GC, SecS - Sale$8.57-100,00037,827-73%-$856,691
2026-05-14
APOApollo Global Management, Inc.Kelly MartinCFOS - Sale$134.65-7,000426,102-2%-$942,514
2026-05-12
JHGJanus Henderson Group PlcFrank Joshua D.Dir, 10%S - Sale$51.60-6,213,41825,654,382-19%-$320,612,990
2026-05-12
JHGJanus Henderson Group PlcBaldwin Brian MDir, 10%S - Sale$51.60-6,213,41825,654,382-19%-$320,612,990
2026-05-13
TROWPrice T Rowe Group IncJackson Stephon A.VPS - Sale$102.56-3,00083,883-3%-$307,680
DM
2026-05-11
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale+OE$10.67-13,7811,095,450-1%-$147,054
DM
2026-05-11
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale+OE$10.62-9,7871,079,863-1%-$103,890
DM
2026-05-11
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale+OE$10.62-3,520760,9330%-$37,365
M
2026-05-11
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.31-2,167285,700-1%-$35,341
2026-05-11
BXBlackstone Inc.Porat RuthDirP - Purchase$122.99+43950,764+1%+$53,974
2026-02-12
APCArko Petroleum Corp.Blackstone Holdings I L.P.10%P - Purchase$17.66+100,000125,000+400%+$1,766,000
2026-03-03
APCArko Petroleum Corp.Blackstone Holdings I L.P.10%S - Sale$19.00-25,000125,000-17%-$475,000
M
2026-05-08
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$176.70-18,50214,516,4150%-$3,269,309
2026-05-08
AMPAmeriprise Financial IncSharpe Robert Francis JrDirS - Sale$465.83-1,20011,777-9%-$558,996
2026-05-11
HNNAHennessy Advisors IncFahy KathrynSVP, CFOS - Sale$10.00-10,00060,689-14%-$100,000
2026-05-08
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$10.87-3,2671,102,6900%-$35,512
2026-05-08
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.86-778759,9680%-$8,449
2026-05-08
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.86-2,1611,083,0970%-$23,468
M
2026-05-06
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$10.91-10,6451,105,957-1%-$116,169
M
2026-05-06
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.90-2,571760,7460%-$28,028
M
2026-05-06
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.90-7,1381,085,258-1%-$77,814
2026-05-08
AMGAffiliated Managers Group, Inc.Matos Rodriguez Felix V.DirS - Sale$300.18-1,0004,369-19%-$300,180
2026-05-06
AMGAffiliated Managers Group, Inc.Ryan David ChristopherDirS - Sale$305.06-3,4021,092-76%-$1,037,814
2026-05-06
PJTPjt Partners Inc.Travin David AdamGCS - Sale$152.43-3,0002,052-59%-$457,276
2026-05-07
FHIFederated Hermes, Inc.Burke Bryan MVPS - Sale$54.20-4,00084,995-4%-$216,806
M
2026-05-05
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.08-2,538287,867-1%-$40,803
M
2026-05-05
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$168.78-21,75014,534,9170%-$3,670,858
2026-05-06
AMGAffiliated Managers Group, Inc.Cates G. StaleyDirP - Purchase$305.83+1,5006,405+31%+$458,745
M
2026-05-04
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$10.87-9,0681,116,602-1%-$98,551
M
2026-05-04
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.86-2,234763,3170%-$24,250
M
2026-05-04
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.86-6,2061,092,396-1%-$67,366
2026-05-04
AAMIAcadian Asset Management Inc.Hart Richard JonathanCLO, CAOS - Sale$66.97-100,00073,863-58%-$6,697,021
D
2026-04-30
PSPershing Square Inc.Ackman William ACEO, COB, 10%P - Purchase$23.77+800,00094,640,492+1%+$19,015,801
2026-05-01
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$10.99-2,6631,125,6700%-$29,266
2026-05-01
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.97-1,9371,098,6020%-$21,249
2026-05-01
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.97-697765,5510%-$7,646
M
2026-05-01
MORNMorningstar, Inc.Mansueto Joseph DExec COB, 10%S - Sale$170.50-14,50014,556,6670%-$2,472,217
M
2026-04-30
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.23-1,711290,405-1%-$27,768
2026-04-30
ABAlliancebernstein Holding L.P.Bernstein Seth PCEOS - Sale$39.54-29,000212,046-12%-$1,146,631
2026-05-01
PJTPjt Partners Inc.Meates Helen TCFOS - Sale$153.20-8,00058,466-12%-$1,225,560
M
2026-04-29
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.87-3,322766,2480%-$36,126
M
2026-04-29
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.87-9,2321,100,539-1%-$100,396
M
2026-04-29
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$10.90-13,9801,128,333-1%-$152,341
2026-05-01
BXBlackstone Inc.Sawhney VikrantChief Administrative OfficerS - Sale$125.79-30,014917,269-3%-$3,775,565
M
2026-04-27
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$11.00-11,6971,109,771-1%-$128,652
M
2026-04-27
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$11.00-4,122466,271-1%-$45,335
M
2026-04-27
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$11.01-22,7051,142,313-2%-$249,912
M
2026-04-27
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.74-1,893292,116-1%-$31,690
2026-04-24
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$11.42-2,143773,6920%-$24,473
2026-04-24
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$11.42-5,9521,121,468-1%-$67,972
2026-04-24
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$11.46-12,7201,165,018-1%-$145,771
M
2026-04-22
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$11.12-11,4681,127,420-1%-$127,467
M
2026-04-22
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$11.12-4,391775,835-1%-$48,818
M
2026-04-22
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$11.13-21,6991,177,738-2%-$241,571
M
2026-04-22
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.07-1,003294,0090%-$16,113
M
2026-04-20
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$11.22-7,2131,199,437-1%-$80,942
M
2026-04-20
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$11.19-1,634780,2260%-$18,287
M
2026-04-20
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$11.19-4,2121,138,8880%-$47,132
M
2026-04-17
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.38-1,732295,012-1%-$28,369
2026-04-17
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres Finance, OperationsS - Sale$11.11-8,5011,206,650-1%-$94,446
2026-04-17
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$11.08-1,701781,8600%-$18,847
2026-04-17
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$11.08-4,6221,143,1000%-$51,212
M
2026-04-15
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.78-5,307783,561-1%-$57,204
M
2026-04-15
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.78-14,7491,147,722-1%-$158,979
M
2026-04-15
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres of Finance, Oper.S - Sale$10.79-28,4901,215,151-2%-$307,477
M
2026-04-14
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.39-2,301296,744-1%-$37,710
M
2026-04-13
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres, Finance, Oper.S - Sale$10.66-12,5441,243,641-1%-$133,689
M
2026-04-13
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.62-9,1991,162,471-1%-$97,708
M
2026-04-13
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.62-3,311788,8680%-$35,168
M
2026-04-09
WHGWestwood Holdings Group IncByrne Susan MDirector EmeritaS - Sale$16.25-2,901299,045-1%-$47,148
2026-04-10
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.70-7371,171,6700%-$7,886
2026-04-10
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.70-269792,1790%-$2,878
2026-04-10
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres, Finance, Oper.S - Sale$10.70-7291,256,1850%-$7,800
M
2026-04-08
VINPVinci Compass Investments Ltd.Lovisotto FernandoHead of Global IP, SS - Sale$10.62-10,7781,172,407-1%-$114,457
M
2026-04-08
VINPVinci Compass Investments Ltd.Ribeiro Sergio PassosCFOS - Sale$10.57-3,879792,4480%-$41,004
M
2026-04-08
VINPVinci Compass Investments Ltd.Zaremba Bruno Augusto SacchiPres, Finance, Oper.S - Sale$10.68-15,8121,256,914-1%-$168,795
D
2026-04-09
LGNLegence Corp.Blackstone Ema III L.L.C.10%S - Sale+OE$54.00-15,394,11250,647,086-23%-$831,282,048

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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