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3/2/26 17:07
3/2/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB9S.m-16,774167.740-10014,670D
3/2/26 16:30
2/26/26
SAROStandardaero, Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT3S.d-2,674,77330.670-87,223319,730I
2/27/26 16:12
2/26/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBlanton AngelaILD2S.dm-4893.820-12887D
2/27/26 09:04
2/26/26
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceMaclellan Robert F.MDD1M.d32774.1404953D
2/26/26 16:47
2/24/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceStewart Robert B JrTXD2P1288.5201511150D
2/25/26 16:46
2/23/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMitchell Steven RNYD1P56644.2301313D
2/25/26 16:06
2/24/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceBerkman David JPAD1P1,010101.000104035I
2/24/26 18:50
2/20/26
ARESAres Management CorpDEFinancInvAdvInvestment AdviceOlian Judy D.CAD1P60124.4300230D
2/24/26 16:07
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceHirsch Erik R.PADOTCo-CEO1P.d988107.13091880D
2/24/26 16:07
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceDelgado-Moreira JuanPADOTCo-CEO1P.d989107.240911,338D
2/24/26 16:06
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceKramer Andrea AnigatiPAOTCOO1P.d250107.53021220D
2/24/26 16:06
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceGiannini Mario LPAOTExec Co1P.d990107.320911,418D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceRiehl NickNYOPrincipa1M.d00.00000D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,Secre2M.d17214.360125D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,Secre2S.d-17214.360-125D
2/23/26 18:55
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceCallesano ChristopherNYOCFO1M.d00.0002999%2D
2/23/26 18:55
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdvicePilcher Ciafone KatherineNYOCOO1M.d00.00051588D
2/23/26 18:54
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceCantor EricNYDOVice CB,2M.d00.0003316237D
2/20/26 16:12
2/17/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYD1P69130.5801148M
2/19/26 17:02
2/18/26
SHENShenandoah Telecommunications Co/Va/DEFinancInvAdvInvestment AdviceGcm Grosvenor Inc.ILDHSee Expl1M.d00.0001104,116I
2/19/26 16:06
2/18/26
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceBernstein Seth PTNDOCEO1S-1,10341.080-27241D
2/19/26 14:29
2/18/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceRosenberg MichelleX0OCAO,GC1S-1,08449.270-2288D
2/18/26 21:09
2/15/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceConnell BrookeNYOP,US Wea1M.d00.0007032286D
2/18/26 21:09
2/15/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceGraham Colleen ANYOChief Le1M.d00.00082127147D
2/18/26 21:08
2/15/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceHarrington Michael WNYOCFO1M.d00.0002727D
2/18/26 21:06
2/15/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceKeenan Patrick T.NYOPrincipa1M.d00.000914216D
2/18/26 21:06
2/15/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOP,COO1M.d00.00097160157D
2/18/26 21:05
2/15/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceWeeber RobertNYOP,Intl. 1M.d00.0006861,195D
2/18/26 21:05
2/15/26
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceTiedemann MichaelNYDOCEO1M.d00.00016925848D
2/18/26 20:43
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceBlatherwick Nell M.TXHSee Rema1M.d00.000169535200D
2/18/26 20:12
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceJairath Sarita NarsonTXOSee Rema1M.d00.0004036D
2/18/26 20:11
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceHood Mark CTXOSee rema1M.d00.0005781127D
2/18/26 20:10
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceCorsi AndrewTXOChief Ac1M.d00.00053D
2/18/26 20:09
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceJensen Richard J.TXOEVP,Head1M.d00.00057129101D
2/18/26 20:06
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceCoussens Amanda N.TXOEVP,CFO1M.d00.00057111108D
2/18/26 20:05
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceSarsfield Luke A. IIITXDOSee Rema1M.d00.0004618306D
2/18/26 19:58
2/18/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceGanovsky MatthewFLOTCo-Found1S-208.380-208,610D
2/18/26 19:47
2/18/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceKirby Kevin ScottFLOTCo-Found2S.ad-5185.840-8912,551D
2/18/26 19:45
2/18/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceMcNealy SeanFLDOTCo-Found2S.ad-5185.840-8912,551D
2/18/26 19:07
2/13/26
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceBelardi James RichardNYDOSee Rema1M.d4,36829.55014835,930M
2/18/26 18:38
2/17/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceCohler MattNYD1P4,514102.9004444143D
2/18/26 18:35
2/17/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceBae Joseph YNYDOCo-CEO1P12,774102.190125118,456I
2/18/26 18:32
2/17/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceNuttall Scott CNYDOCo-CEO1P12,833102.660125120,269D
2/18/26 17:15
2/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceWiater ChristinaMAOPFO , PA1M.dm00.00095626D
2/18/26 17:05
2/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceHart Richard JonathanMAOCLO,CAO1M.dm00.0001510174D
2/18/26 17:00
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdvicePoston Edwin A.TXD1M.d00.000903,044D
2/18/26 16:30
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceWilliams MelTXT1M.d00.0004614,173D
2/18/26 16:23
2/17/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipa1S-77455.250-1444D
2/17/26 20:05
2/17/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceDibadj AliX0DOCEO1S-6,26949.120-128449D
2/13/26 17:00
2/11/26
BWBabcock & Wilcox Enterprises, Inc.DEFinancInvAdvInvestment AdviceBrc Group Holdings, Inc.CAT1S-10,3989.000-1,15527,664D
2/12/26 18:14
2/11/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceChersi Robert JMAD1S-1,47551.300-2937I
2/12/26 18:10
2/10/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceTrebbi BarbaraMAD1S-49651.220-1036D
2/12/26 16:59
2/11/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdvicePoli Francis CNYOGC,Secre1S.m-1,29465.680-2056D
2/12/26 16:29
2/10/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,Glob1S-2,660532.080-517I
2/12/26 15:35
2/11/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceThompson Roger MjX0OCFO1S-81448.250-17132D
2/11/26 18:00
2/9/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceBarakett Timothy RNYD1P5,247104.9305027238I
2/11/26 16:55
2/11/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceFleming Susan S.CTD2S-971154.550-614D
2/11/26 16:06
2/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURA2M.d3,763290.520136D
2/11/26 16:06
2/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURA2S.d-3,763290.520-136D
2/10/26 17:09
2/6/26
ARESAres Management CorpDEFinancInvAdvInvestment AdviceBhutani AshishCAD1P1,266126.610104234D
2/10/26 08:43
2/6/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceSchriesheim Robert ACAD1S-854170.860-528D
2/9/26 16:42
2/5/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFO1S-3,810544.220-76D
2/6/26 18:21
2/4/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEO1S-26,601544.960-49109D
2/6/26 18:00
2/4/26
ARESAres Management CorpDEFinancInvAdvInvestment AdviceSagati Aghili NaseemCAOGC2S-828143.550-6327D
2/6/26 17:04
2/6/26
EVREvercore Inc.DEFinancInvAdvInvestment AdviceKlurfeld JasonNYOGC1S-1,800360.000-549D
2/6/26 17:04
2/5/26
EVREvercore Inc.DEFinancInvAdvInvestment AdvicePensa PaulNYOContr,Pr1S-508350.310-15D
2/3/26 16:05
2/2/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede1S-31153.660-6156D
1/28/26 16:54
1/26/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOCEO2S-1,38769.340-203,123I
1/15/26 20:55
1/13/26
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWinkelried JonTXDOTCEO1M.d00.000584173,958D
1/8/26 16:15
1/8/26
LGNLegence Corp.DEFinancInvAdvInvestment AdviceBlackstone Ema III L.L.C.NYT2S.d-434,81345.000-9,66367,302I
1/5/26 17:19
1/2/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-87174.170-1-1000D
1/2/26 16:15
12/31/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCornelli FrancescaILD1M.d00.0002739D
12/31/25 16:15
12/30/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD1S-59.350-116D
12/30/25 16:22
12/29/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceTsay Caroline JILD1S-131218.480-14D
12/22/25 16:30
12/18/25
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceMozart Aggregator II LPNYT1S.d-381,91128.370-13,463215,303I
12/18/25 18:08
12/16/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFO1S.m-92911.620-803D
12/12/25 18:08
12/10/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHHead of 1S-12,71066.180-1923,272M
12/12/25 17:35
12/10/25
CGCarlyle Group Inc.DEFinancInvAdvInvestment AdviceRubenstein David M.DCD1S-35,34456.550-62528,000D
12/12/25 16:16
12/10/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceChatterjee WhitneyNYOGC1S-1,241146.030-975D
12/12/25 16:00
12/12/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceDudiak Dolores DPAOVP1S-26152.240-583D
12/11/25 17:54
12/9/25
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceCasey Brian OTXDOCEO4S-21616.510-13504D
12/11/25 16:55
12/9/25
EVREvercore Inc.DEFinancInvAdvInvestment AdviceCarlton Pamela GNYD1S-66343.11003D
12/11/25 13:45
12/10/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceHusain ArifMDHVP1S-434101.960-447D
12/11/25 13:08
12/10/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIO7P427.210009,304M
12/8/25 19:00
12/4/25
FOAFinance of America Companies Inc.DEFinancInvAdvInvestment AdviceBlackstone Tactical Opportunities Fund - U - Nq L.L.C.NYT1S.d-15,96110.000-1,5961,596I
12/3/25 17:41
12/1/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-788131.410-6350D
12/3/25 17:13
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceKirshenbaum AlanNYOCFO1P50114.8703434D
12/3/25 17:12
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceOstrover Douglas INYDOCo-CEO1P.m2,37915.060158158I
12/3/25 17:10
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceLipschultz Marc SNYDOCo-CEO1P.m2,37915.060158158M
12/3/25 17:10
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdvicePacker CraigNYDOCo-P1P.m1,88215.06012531I

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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