Insider Stock Trading

Filing Date	T Date	Ticker	Issuer	Inc	Sector	Ind	Industry	Owner	oSt	Rel	Title	#f	T	TVal	Price	Qty	oc	Own	H
5/31/24 19:46	5/29/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Maliagros Spiros	NY	DO	P,Strate	4	S.dm	-186	0.4255	-438		513	D
5/31/24 17:52	5/30/24	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Hoffmeister David F	NY	D		1	P	997	44.29	23	96	46	D
5/31/24 16:38	5/29/24	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	16	S.m	-50,833	299.92	-169		15,724	D
5/28/24 18:08	5/23/24	BV	Brightview Holdings, Inc.	E9	Financ	InvAdv	Investment Advice	Kkr Group Partnership L.P.	NY	T		5	S.d	-2,959,770	39.64	-74,666		69,007	I
5/28/24 16:28	3/5/24	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Uhlman Paul A	PA	O	VP	2	S	-533	35.99	-15		301	D
5/28/24 16:27	3/5/24	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Germain Peter J	PA	O	EVP,CLO,	2	S	-205	35.93	-6		213	D
5/24/24 16:34	5/22/24	CNS	Cohen & Steers, Inc.	DE	Financ	InvAdv	Investment Advice	Cheigh Jon	NY	O	Chief In	1	S	-520	72.57	-7		168	D
5/23/24 19:32	5/16/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Tiedemann Michael	NY	DO	CEO	3	P.dm	742	2.37	313	111	596	D
5/23/24 17:56	5/21/24	GTES	Gates Industrial Corp Plc	DE	Financ	InvAdv	Investment Advice	Blackstone Inc.	NY	T		1	S	-328,641	16.33	-20,125		1,098	I
5/21/24 16:40	5/17/24	VRTS	Virtus Investment Partners, Inc.	DE	Financ	InvAdv	Investment Advice	Mandinach Barry M.	CT	O	EVP,Head	1	S.m	-1,863	234.00	-8		12	D
5/20/24 20:05	5/16/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Moran Kevin P.	NY	O	See Rema	4	S.d	-149	0.8226	-181		176	D
5/20/24 16:16	5/16/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Sharpe Robert Francis Jr	MN	D		1	S	-657	438.07	-2		17	I
5/17/24 20:22	5/17/24	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Dubinsky Jason	IL	O	CFO	1	M.d	0	0.00	1	3	50	D
5/17/24 20:22	5/17/24	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Kapoor Kunal	IL	DO	CEO	1	M.d	0	0.00	6	2	265	D
5/17/24 20:19	5/17/24	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Dunn Daniel Joseph	IL	O	Chief Re	1	M.d	0	0.00	1	2	29	D
5/17/24 19:29	5/15/24	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Arougheti Michael J	CA	DO	Co-Found	5	S.dm	-70,356	140.83	-500		1,511	I
5/17/24 11:21	5/15/24	DHIL	Diamond Hill Investment Group Inc	OH	Financ	InvAdv	Investment Advice	Laird James F Jr	OH	D		1	S	-396	158.40	-3		28	D
5/16/24 21:34	5/14/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Keaney Timothy F	NY	DO	P,Asset	1	P.m	384	4.56	84	642	97	D
5/15/24 16:12	5/13/24	DHIL	Diamond Hill Investment Group Inc	OH	Financ	InvAdv	Investment Advice	Line Thomas Edward	OH	O	CFO	1	S.m	-550	157.01	-4		14	D
5/14/24 19:06	5/13/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Mahmoodzadegan Navid	NY	O	Co-P,MD	1	S	-2,470	54.92	-45	-100	0	D
5/13/24 17:12	5/10/24	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Kaplan Steven N	IL	D		2	S	-756	302.47	-3		44	D
5/13/24 17:04	5/9/24	ELDN	Eledon Pharmaceuticals, Inc.	DE	Financ	InvAdv	Investment Advice	Bvf Partners L P/il	CA	T		1	P.d	0	0.00	1,928		220	D
5/10/24 19:04	5/9/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Moelis Kenneth	NY	DO	CB,CEO	1	S.m	-4,167	54.04	-77		5	D
5/10/24 16:19	5/8/24	APO	Apollo Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Kelly Martin	NY	O	CFO	1	S	-3,339	111.29	-30		356	D
5/9/24 16:30	5/8/24	OWL	Blue Owl Capital Inc.		Financ	InvAdv	Investment Advice	Polland Andrew Robert	NY	O	COO	1	S	0	0.00	-124		289	I
5/8/24 17:23	5/6/24	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Porat Ruth	NY	D		1	P	33	119.57	0	1	43	M
5/8/24 16:30	5/6/24	OWL	Blue Owl Capital Inc.		Financ	InvAdv	Investment Advice	Laurino Andrew Charles	NY	O	Senior M	1	S.d	0	0.00	-19,600		1,623	I
5/8/24 16:30	5/6/24	OWL	Blue Owl Capital Inc.		Financ	InvAdv	Investment Advice	Ward Sean Jason	NY	O	Senior M	1	S.d	0	0.00	-19,600		2,078	I
5/8/24 16:30	5/6/24	OWL	Blue Owl Capital Inc.		Financ	InvAdv	Investment Advice	Rees Michael Douglass	NY	O	Co-P	1	S.d	0	0.00	-19,600		2,619	I
5/7/24 17:24	2/15/24	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Dolan Kevin B	X0	D		1	S	-103	30.99	-3		17	D
5/7/24 17:00	5/6/24	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Cornwell Kievdi Don	NY	D		1	M.d	0	0.00	1	6	19	D
5/3/24 17:01	4/30/24	SAMG	Silvercrest Asset Management Group Inc.	DE	Financ	InvAdv	Investment Advice	Long Path Smaller Companies Fund, LP	CT	T		2	P	154	15.05	10	1	941	D
5/2/24 17:55	4/30/24	SAMG	Silvercrest Asset Management Group Inc.	DE	Financ	InvAdv	Investment Advice	Hough Richard R III	NY	DO	CB,CEO	1	M.d	883	14.54	61	11	609	D
4/30/24 16:27	4/30/24	APAM	Artisan Partners Asset Management Inc.	DE	Financ	InvAdv	Investment Advice	Ramirez Gregory K	WI	OT	EVP	1	S.d	0	0.00	-2		70	D
4/29/24 18:01	4/25/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Cantor Eric	NY	DO	Vice CB,	1	M.d	0	0.00	1	0	196	D
4/26/24 16:58	4/24/24	CBL	Cbl & Associates Properties Inc	DE	Financ	InvAdv	Investment Advice	Oaktree Capital Group Holdings Gp, LLC	CA	T		1	S	-155	21.75	-7	0	4,005	I
4/19/24 18:27	4/17/24	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	11	S.m	-656,537	131.31	-5,000		7,985	I
4/17/24 20:57	4/15/24	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Sullivan Kathleen Patricia	IL	O	Principa	2	M.d	0	0.00	36	140	62	D
4/17/24 20:57	4/15/24	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Hurse Sandra	IL	O	CHRO	2	M.d	0	0.00	85		76	D
4/17/24 20:56	4/15/24	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Bentley Pamela L	IL	O	CFO	2	M.d	0	0.00	95	548	113	D
4/16/24 21:38	4/15/24	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Rosenthal Bennett	CA	DO	Co-Found	5	S.dm	-32,791	131.16	-250		1,278	I
4/5/24 20:16	4/3/24	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Kaplan David B	CA	DO	Co-Found	4	S.dm	-33,015	132.06	-250		1,352	I
4/4/24 19:54	3/11/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Connell Brooke	NY	O	P,US Wea	2	M.d	76	1.17	65	52	191	D
4/4/24 19:54	4/2/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Connell Brooke	NY	O	P,US Wea	2	S.d	-76	1.17	-65		191	D
4/4/24 19:50	4/2/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Furlong Mark F	NY	D		1	P	136	5.43	25		25	D
4/4/24 19:49	3/11/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Smith Craig Lindsay	NY	DO	See rema	1	M.d	0	0.00	75		36	D
4/4/24 16:15	4/2/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Ilwaddi Cayman Holdings	NY	T		1	P.m	203	5.07	40	0	17,933	I
4/3/24 17:11	3/22/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Weingart Jack	TX	DO	CFO	1	M.d	0	0.00	127	11	1,237	D
4/3/24 17:08	3/22/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Vazquez-Ubarri Anilu	TX	DO	COO	1	M.d	0	0.00	85	26	408	D
4/3/24 17:03	3/22/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Sisitsky Todd Benjamin	TX	DO	P	1	M.d	0	0.00	169	19	1,058	D
4/3/24 16:32	3/22/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Berenson Bradford	TX	O	GC	1	M.d	0	0.00	85	46	270	D
4/1/24 17:29	3/31/24	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Cornelli Francesca	IL	D		2	M.d	0	0.00	15		15	D
4/1/24 17:28	3/31/24	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Masters Blythe	IL	D		1	M.d	0	0.00	9	19	58	D
3/29/24 16:04	3/27/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Alvero Gumer	MN	O	P-INSURA	2	M.d	1,244	211.38	6	273	8	D
3/29/24 16:04	3/27/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Alvero Gumer	MN	O	P-INSURA	2	S.d	-1,244	211.38	-6		8	D
3/28/24 19:03	3/28/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Churchill Dwight D.	FL	D		2	M.d	787	79.31	10	69	24	D
3/28/24 18:23	3/27/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Jensen Richard J.	TX	O	EVP,Head	1	P	459	8.35	55		55	D
3/28/24 16:50	3/26/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Brockman Dawn M.	MN	O	SVP,CONT	2	M.d	157	228.62	1	92	1	D
3/28/24 16:50	3/26/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Brockman Dawn M.	MN	O	SVP,CONT	2	S.d	-157	228.62	-1		1	D
3/27/24 15:49	3/25/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Feinglass Michael	TX	H	See Rema	3	S.m	-1,897	8.11	-234		328	D
3/27/24 15:46	3/25/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	McCoy David M.	TX	H	See Rema	2	P.d	81	1.53	53	201	80	D
3/22/24 09:18	3/20/24	AFL	Aflac Inc	DE	Financ	InvAdv	Investment Advice	Kenny Thomas J	GA	D		1	S	-423	84.62	-5		18	D
3/21/24 17:11	3/19/24	APO	Apollo Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Black Leon D	NY	H	See rema	1	S	-49,818	110.71	-450		42,605	D
3/14/24 17:21	3/12/24	CNS	Cohen & Steers, Inc.	DE	Financ	InvAdv	Investment Advice	Villani Edmond D	NY	D		1	S	-292	72.99	-4		38	M
3/14/24 16:30	3/13/24	SAMG	Silvercrest Asset Management Group Inc.	DE	Financ	InvAdv	Investment Advice	Gray John Allen	NY	O	MD	1	P	50	15.84	3	17	21	D
3/14/24 10:18	3/12/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Abell Alexander I.	TX	H	See Rema	1	S	-253	8.27	-31		400	D
3/13/24 17:32	3/11/24	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Orszag Peter Richard	NY	DO	CEO	1	M.d	0	0.00	78	328	102	D
3/13/24 17:30	3/11/24	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Jacobs Kenneth M	NY	D		1	M.d	0	0.00	321	18	2,144	D
3/13/24 17:27	3/11/24	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Russo Evan L	NY	O	CEO of A	2	M.d	2,951	12.12	244		227	D
3/13/24 17:27	3/13/24	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Russo Evan L	NY	O	CEO of A	2	S.d	-2,951	12.12	-244		227	D
3/12/24 21:57	3/9/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Blatherwick Nell M.	TX	H	See Rema	2	M.d	100	0.6459	154	56	430	D
3/12/24 21:57	3/5/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Blatherwick Nell M.	TX	H	See Rema	2	P.d	100	0.6459	154	56	430	D
3/12/24 21:55	3/9/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Coussens Amanda N.	TX	O	See rema	1	M.d	0	0.00	12	358	16	D
3/12/24 21:42	3/9/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Hood Mark C	TX	O	See rema	1	M.d	0	0.00	9	13	79	D
3/12/24 21:42	3/9/24	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Poston Edwin A.	TX	DH	See Rema	1	M.d	0	0.00	86		54	D
3/11/24 17:29	3/7/24	HLNE	Hamilton Lane Inc	DE	Financ	InvAdv	Investment Advice	Oakville Number 2 Trust	PA	T		1	S.d	-5,940	108.00	-55		480	D
3/8/24 16:36	3/6/24	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Lockridge Matthew	TX	O	Head,U.S	1	S	-168	12.01	-14		56	D
3/7/24 17:46	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Horgen Jay C.	FL	DO	P,CEO	1	M.d	0	0.00	13	4	339	D
3/7/24 17:44	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Jamal Rizwan M	FL	O	Head of	1	M.d	0	0.00	7	9	82	D
3/7/24 17:41	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Wojcik Thomas M	FL	O	CFO	1	M.d	0	0.00	6	11	57	D
3/7/24 17:39	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Ryan David Christopher	FL	D		1	M.d	0	0.00	0	44	1	D
3/7/24 17:37	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Palandjian Tracy P.	FL	D		1	M.d	0	0.00	1	5	12	D
3/7/24 17:36	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Matos Rodriguez Felix V.	FL	D		1	M.d	0	0.00	1	45	2	D
3/7/24 17:34	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Jeffery Reuben III	FL	D		1	M.d	0	0.00	1	2	33	D
3/7/24 17:31	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Alvingham Karen L.	FL	D		1	M.d	0	0.00	1	14	4	D
3/7/24 17:31	3/6/24	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Hughes Brennan A.	X0	O	CHIEF AC	1	S	-58	32.26	-2		5	D
3/7/24 17:29	3/5/24	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Atkinson Tracy A	FL	D		1	M.d	0	0.00	1	16	4	D
3/7/24 16:49	3/6/24	VRTS	Virtus Investment Partners, Inc.	DE	Financ	InvAdv	Investment Advice	Zarrilli Stephen T	CT	D		1	S	-534	248.40	-2		4	D
3/7/24 16:46	3/5/24	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Van Meter Stephen	PA	O	VP,Chief	1	S	-16	36.08	0		33	D
3/7/24 16:08	3/5/24	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Nusseibeh Saker Anwar	PA	O	CEO,Herm	1	S	-300	36.15	-8		191	D
3/7/24 16:05	3/5/24	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Novak Richard A	PA	O	Principa	1	S	-33	36.07	-1		52	D
3/5/24 18:34	3/3/24	BMBL	Bumble Inc.	DE	Financ	InvAdv	Investment Advice	Bx Buzz Ml-1 Gp LLC	NY	T		1	S.d	-27,845	11.10	-2,509		13	I
3/5/24 17:11	3/1/24	APO	Apollo Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Kleinman Scott	NY	DO	Co-P (Se	1	S	-22,949	110.55	-208		8,224	M
3/5/24 17:10	3/4/24	AMK	Assetmark Financial Holdings, Inc.	DE	Financ	InvAdv	Investment Advice	Kim Michael	CA	DO	CEO,P	1	S	-416	35.18	-12		408	D
3/5/24 17:02	3/1/24	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Levin Jonathan Reisin	IL	DO	P	1	M.d	0	0.00	9	2	422	D
3/5/24 17:01	3/1/24	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Pollock Frederick	IL	O	Chief In	1	M.d	0	0.00	9	2	542	D
3/5/24 16:06	3/1/24	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Soto Alexandra	NY	O	COO	1	M.d	0	0.00	76	117	141	D
3/4/24 17:17	3/1/24	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Fogo Georgina	X0	O	CHIEF RI	1	S	-94	31.07	-3		124	D
3/4/24 17:17	2/29/24	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Meates Helen T	NY	O	CFO	2	S.dm	-1,886	77.07	-24		51	D
3/4/24 17:17	3/1/24	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Meates Helen T	NY	O	CFO	2	M.dm	1,886	77.07	24	93	51	D
3/4/24 17:17	3/1/24	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Lee Ji-Yeun	NY	O	Managing	2	S.d	-1,046	58.06	-18		81	D
3/4/24 17:17	3/1/24	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Lee Ji-Yeun	NY	O	Managing	2	M.d	1,046	58.06	18	28	81	D
3/4/24 17:17	3/1/24	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Thompson Roger Mj	X0	O	CFO	1	S	-87	31.07	-3		145	D

D	Derivative transaction in filing (usually option exercise)
M	Multiple transactions in filing; earliest reported transaction date and weighted average transaction price
A	Amended filing
E	Error detected in filing

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

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