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6/6/25 16:39
6/4/25
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceDaley Charles J JrWIOTEVP,CFO,1S-62540.450-1592D
6/6/25 16:18
6/4/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceElsnab KatherineUTOCFO1S.m-8339.250-90358D
6/5/25 16:01
6/5/25
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceGomez FabianTXOP1S-10915.500-797D
6/5/25 11:25
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOP,COO1S-993.470-2960D
6/5/25 11:24
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceConnell BrookeNYOP,US Wea1S-743.470-21216D
6/5/25 11:24
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceTiedemann MichaelNYDOCEO1S-1463.470-42678D
6/5/25 11:23
6/3/25
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceGraham Colleen ANYOChief Le1S-803.470-2342D
6/3/25 18:37
5/30/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-Found3S.m-20,903167.220-1251,088I
6/3/25 16:22
6/2/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBlanton AngelaILD1S-17612.650-14-1000D
6/3/25 09:02
6/2/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-87173.020-1-1000D
6/2/25 21:15
6/2/25
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceRoberts George RCADOCo-Exec 1S-142,573119.800-1,19084,673I
6/2/25 21:10
6/2/25
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceKravis Henry RNYDOCo-Exec 1S-153,756119.990-1,28181,381M
6/2/25 16:30
5/29/25
SAROStandardaero, Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT3S-1,566,09127.230-57,517180,820I
5/30/25 17:00
5/29/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCornwell Kievdi DonNYD1S.m-3,013150.670-209D
5/30/25 16:54
5/28/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHHead of 1S-15,04659.920-2513,532M
5/28/25 20:47
5/23/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEO2S.m-1,80260.060-303,222I
5/28/25 20:46
5/23/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMent Jason PNYOHSee rema2S.m-3,47860.690-571,219D
5/28/25 16:00
5/27/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP1S-25542.140-6317D
5/28/25 16:00
5/27/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,1S-1741.94000211D
5/28/25 16:00
5/28/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-25042.260-630D
5/27/25 16:54
5/22/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB10S.m-35,803299.620-11915,015D
5/27/25 16:44
5/22/25
TPGTpg Inc.DEFinancInvAdvInvestment AdviceHolloway SamanthaTXHFormer 11S-977,97046.570-21,000250I
5/22/25 18:41
5/20/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-Found3S.dm-115,684165.060-7011,658I
5/21/25 09:00
5/19/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceJon I. Madorsky Revocable Trust Dated December 1, 2008TXHSee Rema1S-12012.000-10496D
5/20/25 19:35
5/16/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceWilliams MelTXTHSee Rema2S.m-2,53612.100-2104,189I
5/20/25 18:56
5/16/25
XOMAXoma Royalty CorpDEFinancInvAdvInvestment AdviceBvf Partners L P/ilCAT1S.d-10,64327.100-3931,268D
5/20/25 17:27
5/16/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee Rema4S.d-1,23012.230-101357D
5/20/25 17:22
5/19/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceBeiser Scott LCADOTCO-CB1S.d-1,431178.710-8-1000D
5/20/25 16:33
5/16/25
LOARLoar Holdings Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings IV L.P.NYT1S.m-145,03280.910-1,793291I
5/20/25 16:31
5/16/25
SVVSavers Value Village, Inc.DEFinancInvAdvInvestment AdviceAres Management LLCCAT1S-132,4998.860-14,960119,699I
5/20/25 16:00
5/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede1S-31743.090-7178D
5/19/25 21:04
5/16/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceTsay Caroline JILD1S-62309.84009D
5/19/25 20:18
5/15/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-Found1S.d-6,775169.370-401,161I
5/16/25 21:00
5/14/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceRees Michael DouglassNYDOCo-P1S.d00.000-20,00051,117I
5/16/25 16:50
5/15/25
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceSellers Samuel BentsonWIOEVP1S-30144.240-741D
5/14/25 17:54
5/13/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceFahy KathrynCAOSVP,CFO1S-10710.710-1064D
5/14/25 17:24
5/12/25
BBIOBridgebio Pharma, Inc.E9FinancInvAdvInvestment AdviceKkr Genetic Disorder L.P.NYT1S-205,20034.200-6,00013,261I
5/13/25 17:57
5/12/25
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceKaye Daniel GTND1S-19740.800-540D
5/13/25 17:16
5/13/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceZucker Gillian BethCAD3S-98163.710-16D
5/13/25 17:09
5/12/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFO1S-109309.01005D
5/13/25 16:39
5/9/25
AFLAflac IncDEFinancInvAdvInvestment AdviceKenny Thomas JGAD1S-762106.340-713D
5/13/25 11:16
5/12/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceHiebler Jessica MMDOPrincipa1S-9496.980-114D
5/12/25 16:15
5/9/25
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCheigh JonNYOP,CIO1S-2,04080.010-26142D
5/9/25 16:54
5/8/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceFinley John GNYOGC1S-3,462138.470-25523D
5/7/25 21:26
5/6/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-530132.570-4373D
5/7/25 16:22
5/5/25
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceHogbin ChristopherTNOGlobal H1S-24640.870-6-1000D
5/7/25 16:16
5/5/25
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceStonehill Charles G.T.TND1S-20641.180-521D
5/6/25 17:41
5/5/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceBehling GarrettUTOChief Ac1S-59.340-145D
5/5/25 14:49
11/25/24
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceHorizon Common IncNYT1S039.830008,217D
5/2/25 17:00
5/2/25
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceTravin David AdamNYOGC1S-709141.740-52D
4/8/25 18:18
4/4/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceBlack Leon DNYHSee rema2S-138,699125.210-1,10840,105D
4/7/25 15:03
4/4/25
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Charles BCAT1S-717.5700093,459D
4/1/25 12:02
3/31/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceMaclellan Robert F.MDD1S.d-36291.560-443D
3/31/25 18:11
3/28/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNilsen Teresa MCADOP,COO,Se3S.m-20810.470-20167I
3/27/25 17:55
3/25/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXDHSee Rema2S-1,81012.060-150304D
3/27/25 17:36
3/27/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD1S-610.520-112D
3/21/25 16:37
3/19/25
TPGTpg Inc.DEFinancInvAdvInvestment AdviceBerenson BradfordTXOGC1S-12650.040-3291D
3/19/25 17:27
4/29/21
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP,CIO1S-253259.530-19D
3/19/25 17:27
7/31/17
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEO1S-4,871144.560-34134D
3/17/25 18:43
3/14/25
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceOrszag Peter RichardNYDOCEO,CB1S.dm-5,86045.400-129170D
3/11/25 19:19
3/10/25
CRGYCrescent Energy CoE9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT1S.d-29,2229.910-2,94926,758I
3/10/25 16:28
3/7/25
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceRamirez Gregory KWIOTEVP1S-25543.160-6105D

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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