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8/19/26 17:31
8/17/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB5S.m-16,829202.770-8314,444D
8/18/26 17:27
8/17/26
MLCIMount Logan Capital Inc.DEFinancInvAdvInvestment AdviceSatoren BrandonNYOCFO1P.m63.08021120D
8/18/26 17:04
8/15/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceFranqui AnnetteFLD2M.d229186.36011012D
8/18/26 17:03
8/15/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceMatos Rodriguez Felix V.FLD1M.d00.0001155D
8/18/26 17:02
8/15/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceStarr Loren MFLD1M.d00.0001373D
8/18/26 17:01
8/15/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePalandjian Tracy P.FLD2M.d24363.78042618D
8/18/26 16:16
8/17/26
BXSYBexil Investment TrustDEFinancInvAdvInvestment AdviceWinmill & Co. IncNHHSee "Exp18P.m1,88414.10013436509D
8/17/26 20:18
8/15/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief In2M.d00.0008612813D
8/17/26 20:18
8/15/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLevin Jonathan ReisinILDOP2M.d00.00019138689D
8/17/26 18:26
8/14/26
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-423140.850-3422D
8/17/26 17:05
8/13/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceGupta NinaTXOGC2M.d00.0003818255D
8/17/26 17:04
8/13/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceDhillon Mannik S.TXOP Invest2M.d00.0003312318D
8/17/26 17:04
8/13/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceBrown David CraigTXOCB,CEO2M.d00.000295142,442D
8/17/26 17:03
8/13/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdviceSipp Thomas MichaelTXOEVP2M.d00.00082140140D
8/17/26 17:03
8/13/26
VCTRVictory Capital Holdings, Inc.DEFinancInvAdvInvestment AdvicePolicarpo Michael DennisTXOP,CFO,CA2M.d00.000148131,275D
8/17/26 16:31
8/13/26
SVVSavers Value Village, Inc.DEFinancInvAdvInvestment AdviceAres Management LLCCAT1S-235,75010.250-23,00094,449I
8/14/26 16:40
8/12/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceJackson Jay JFLDOTCEO1S-1,7198.770-19610,397D
8/13/26 17:09
8/11/26
BAERBridger Aerospace Group Holdings, Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings II L.P.NYT3S.d-654,97119.050-34,374243,039I
8/12/26 18:04
8/11/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceFinley John GNYOGC1S-6,620147.110-45614D
8/12/26 18:03
8/11/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePayne DavidNYOChief Ac1S-1,380145.230-1064D
8/12/26 18:03
8/10/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYD1P62137.2400151M
8/12/26 16:56
8/10/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceMelloh Heather J.MNOEVP,GC1M.d143197.8701224D
8/12/26 16:55
8/10/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONT2S.d-264529.75001D
8/12/26 16:43
8/10/26
CRBGCorebridge Financial, Inc.DEFinancInvAdvInvestment AdviceArgon Holdco LLCNYT1S-491,11533.870-14,50047,462I
8/10/26 17:30
8/10/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRafferty Emily KNYD2S.d-18469.700-311D
8/10/26 16:23
8/6/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceMcGraw Deirdre DaveyMNOEVP Mktg2M.d2,001370.60054D
8/10/26 16:23
8/6/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceMcGraw Deirdre DaveyMNOEVP Mktg2S.d-2,001370.600-54D
8/6/26 17:34
8/4/26
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceStonehill Charles G.T.TND1S-18637.170-525D
8/6/26 17:00
8/4/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,Secre1S-33669.300-50D
8/5/26 17:22
8/3/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceMcNealy SeanFLT1S-39510.310-38012,697D
8/5/26 17:22
8/3/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceKirby Kevin ScottFLT1S-39510.310-38012,697D
8/5/26 17:21
8/3/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceGanovsky MatthewFLT1S-39510.310-3808,755D
8/5/26 17:15
8/3/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceAlley J LindseyCAOCFO1P501124.52044D
8/5/26 16:15
8/4/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceSawhney VikrantNYOChief Ad1S-4,066135.550-30887D
8/5/26 16:07
8/3/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceWiater ChristinaMAOPAO1S.m-2,23587.260-26-1000D
8/5/26 16:05
8/4/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede2S-96560.380-16151D
8/4/26 17:11
8/3/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceAngerthal Michael ACTOEVP,CFO,1S-2,506167.340-1563D
8/3/26 18:15
8/3/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceLyons William MILD2S-324190.760-214D
7/31/26 17:00
7/31/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYD2S.d-21583.840-32D
7/30/26 17:25
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEO2M.d18,584261.92071185109D
7/30/26 17:25
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEO2S.d-18,584261.920-71109D
7/30/26 17:17
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFO2M.d12,441275.700456D
7/30/26 17:17
7/28/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFO2S.d-12,441275.700-456D
7/29/26 16:41
7/27/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceWilliams William JerrylMNOP,Wealth3M.dm10,940355.8803117D
7/29/26 16:41
7/27/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceWilliams William JerrylMNOP,Wealth3S.dm-10,940355.880-3117D
7/21/26 16:03
7/20/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceDulik ElenaNYOChief Ac1S-9183.160-122D
7/17/26 17:57
7/15/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of 9S.m-42710.140-421,029I
7/17/26 16:01
7/15/26
GMCGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCantor Fitzgerald, L. P.NYT1S.m-7,59613.630-5575,894I
7/13/26 19:46
7/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceHunter Petruzillo Kelli A.MNOEVP of H1M.d00.000054D
7/13/26 19:44
7/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,Glob1M.d00.0000217D
7/7/26 19:32
4/7/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirector11S.m-1,27218.600-68279D
7/7/26 10:35
7/2/26
IVZInvesco Ltd.D0FinancInvAdvInvestment AdviceLo Andrew Tak ShingGAOSenior M1M.d00.00011714956D
6/30/26 06:53
6/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceWang Jingbo (Norah)DT2M.d00.0002068,737I
6/30/26 06:46
6/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdvicePan QingOCFO2M.d00.00020929D
6/30/26 06:23
6/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceYin ZheDOCEO2M.d00.0002017,205I
6/26/26 18:48
6/26/26
KYMRKymera Therapeutics, Inc.DEFinancInvAdvInvestment AdviceBvf Partners L P/IlCADHSee Rema1S.d-173,665106.500-1,631319M
6/26/26 17:30
6/24/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFO13S.m-9229.810-94737I
6/23/26 18:21
6/18/26
PLBYPlayboy, Inc.DEFinancInvAdvInvestment AdviceFig Buyer Gp, LLCNYT1S-2,0001.050-1,905177I
6/23/26 16:44
6/23/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-10059.640-231D
6/23/26 08:50
6/22/26
MLCIMount Logan Capital Inc.DEFinancInvAdvInvestment AdviceGoldthorpe Edward J.NYDOCEO1P222.77083297D
6/22/26 19:18
6/17/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP Financ1S-3710.540-301,069I
6/22/26 17:14
6/17/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdvicePaulson & Co. Inc.NJT1S-146,77577.250-1,9005,843I
6/18/26 20:35
6/16/26
BMBLBumble Inc.DEFinancInvAdvInvestment AdviceBx Buzz Ml-1 Gp LLCNYT1S-28,2283.780-7,478-10019I
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeaney Timothy FNYD1M.d00.0004730208D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBouzarif AliNYD1M.d00.000314833D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCorio NormaNYD1M.d00.000317671D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceCetin NazimNYD1M.d00.0003113554D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceWimmer AndreasNYD1M.d00.0003113554D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceBrophy Warson TraceyNYD1M.d00.000315785D
6/18/26 16:13
6/16/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceFurlong Mark FNYD1M.d00.000314796D
6/17/26 17:30
6/16/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceMandinach Barry M.CTOEVP,Head1S-724144.760-511D
6/17/26 16:05
6/16/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP2S-41758.190-7303D
6/16/26 20:11
6/16/26
RILYBrc Group Holdings, Inc.DEFinancInvAdvInvestment AdviceRiley Bryant RCADOTCB,Co-CE1S-1,7599.000-1956,773D
6/16/26 17:31
6/16/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceNoonan DanielNYOEVP1S-33777.330-429M
6/15/26 16:15
6/11/26
EVREvercore Inc.DEFinancInvAdvInvestment AdviceLalonde Timothy GilbertNYOCFO1S-2,679343.060-835D
6/15/26 16:15
6/11/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceRogers Hartley R.PADOTExec Co-2P.dm12,99887.10014926,660D
6/15/26 16:14
6/11/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceKramer Andrea AnigatiPAOTCOO1P.d9977.46011223D
6/15/26 16:13
6/11/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceBerkman David JPAD1P1,14476.270154350I
6/11/26 18:31
6/11/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHead of 1P5,02241.85012043,399D
6/8/26 19:23
6/8/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOP,CEO2M.d11,506124.3909319589D
6/8/26 19:23
6/8/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOP,CEO2S.d-11,506124.390-93589D
6/5/26 20:49
6/3/26
PAXPatria Investments LtdE9FinancInvAdvInvestment AdviceNeto Olimpio MatarazzoD4P.m2,16511.40019040661I
6/5/26 17:15
6/5/26
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT1S-857,49258.450-14,67026,830I
6/4/26 10:21
6/2/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdvicePilecki Derek StevenFLHControl 2P.m1522.5805961,122I
6/4/26 10:18
6/2/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdviceGator Capital Management, LLCFLT2P.m1522.5805961,122I
6/3/26 19:09
6/1/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceFernandez Jose ANYDOCo-COO1S.m-9,61247.510-2024,639I
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCostos JamesNYD1M.d00.00021713D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceWhitney Kenneth CNYD1M.d00.00011212D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRyan Thomas MNYD1M.d00.0003742D
6/2/26 17:57
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipa1M.d00.000346685D
6/2/26 17:56
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFO1M.d00.0004523064D
6/1/26 16:15
5/28/26
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceBcp 8 Holdings Mozart Manager L.L.C.NYT1S-1,217,35036.540-33,3181,990I
5/28/26 16:49
5/27/26
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceZito John P.NYOCo-P (se1S-6,356130.660-493,064D
5/27/26 19:16
5/26/26
MLCIMount Logan Capital Inc.DEFinancInvAdvInvestment AdviceMangum JordanNYOCOO1P73.43022710D
5/27/26 16:05
5/26/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCheigh JonNYOP,CIO1S-75371.750-11161I
5/26/26 16:52
5/21/26
OAK.PBrookfield Oaktree Holdings, LLCDEFinancInvAdvInvestment AdviceGilbert Steven JCAD1P2820.7701721D
5/26/26 16:05
5/26/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,1S-2355.31000212D

DDerivative transaction in filing (usually option exercise)
MMultiple transactions in filing; earliest reported transaction date and weighted average transaction price
AAmended filing
EError detected in filing
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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