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3/13/25 17:38
3/11/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB13S.m-39,067316.000-12415,137D
3/13/25 17:13
3/13/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceZucker Gillian BethCAD4S-137170.860-16D
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
3/7/25 18:09
3/5/25
BBIOBridgebio Pharma, Inc.E9FinancInvAdvInvestment AdviceKkr Genetic Disorder L.P.NYT1S-197,76032.960-6,00019,261I
3/7/25 16:19
3/5/25
TPGTpg Inc.DEFinancInvAdvInvestment AdviceBerenson BradfordTXOGC1S-13150.320-3293D
3/6/25 21:06
3/4/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-Found1S.m-16,100161.000-1001,076I
3/6/25 20:57
3/4/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-Found1S.m-16,099160.990-1001,150I
3/6/25 16:46
3/4/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-1638.230036D
3/6/25 16:26
3/4/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceZierden Theodore W IIIPAOVP1S-15337.490-4138D
3/6/25 16:23
3/4/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede2S-47538.120-12185D
3/6/25 13:54
1/8/25
EMOClearbridge Energy Midstream Opportunity Fund Inc.DEFinancInvAdvInvestment AdviceFranklin Resources IncCAHAffiliat7S-1,53346.590-3332D
3/3/25 17:45
2/27/25
ILLRTriller Group Inc.DEFinancInvAdvInvestment AdviceDiamond Robert E. Jr.CAD7S.m-2,1451.970-1,0918,219I
2/27/25 17:25
2/27/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceFahy KathrynCAOSVP,CFO1S-8911.070-874D
2/24/25 16:38
2/20/25
PXP10, Inc.DEFinancInvAdvInvestment AdvicePoston Edwin A.TXDHSee Rema1S-1,97813.000-1522,021I
2/21/25 19:24
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdvicePilcher Ciafone KatherineNYOCOO1S.d-26074.000-44D
2/21/25 19:22
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceCantor EricNYDOVice CB,1S.d-1,22374.000-17219D
2/21/25 19:20
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceSimon JosephNYOCFO1S.d-42674.000-623D
2/21/25 19:19
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOCB,CEO1S.d-71974.000-10209D
2/21/25 19:18
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceCallesano ChristopherNYOPrincipa1S.d-9574.000-11D
2/21/25 19:16
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceRaich JeffreyNYOCo-P,MD1S.d-64574.000-955D
2/21/25 19:15
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,Secre1S.d-41974.000-66D
2/21/25 19:13
2/19/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceMahmoodzadegan NavidNYOCo-P,MD1S.d-69674.000-9198D
2/21/25 19:10
2/21/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceShropshire KennethNYD1S-18472.300-37D
2/21/25 18:55
2/20/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEO1S-61461.430-1003,214I
2/21/25 18:53
2/19/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceKeathley AnthonyNYOChief Ac1S-3463.000-11D
2/21/25 16:43
2/19/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSweeney Joseph EdwardMNOP-AWM Pr1S-2,499539.070-58D
2/20/25 18:01
2/18/25
CGCarlyle Group Inc.DEFinancInvAdvInvestment AdviceFerguson Jeffrey W.DCOGC1S.m-13,26553.060-2501,095D
2/20/25 16:05
2/18/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMND2S-1,075537.280-216I
2/20/25 16:04
2/18/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFO1S-4,392548.940-87D
2/18/25 13:34
2/14/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceHiebler Jessica MMDOPrincipa1S.d-127107.870-114D
2/14/25 16:51
2/12/25
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceRogers Hartley R.PADOTExec Co-1S.d-1,631159.000-1006,761M
2/14/25 16:47
2/12/25
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceRusso Evan LNYOCEO of A1S.m-6,74053.920-125183M
2/14/25 16:28
2/13/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-791158.280-5377D
2/12/25 09:49
2/11/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceHusain ArifMDHVP1S.d-449109.270-437D
2/10/25 20:01
2/6/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceDeveer R. KippCADOCo-P1S-14,999190.020-791,150D
2/10/25 18:45
2/6/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,Glob1S-3,242540.290-619I
2/10/25 17:11
2/7/25
EVREvercore Inc.DEFinancInvAdvInvestment AdvicePensa PaulNYOContr,Pr1S-524281.220-26D
2/10/25 17:11
2/6/25
EVREvercore Inc.DEFinancInvAdvInvestment AdviceHyman Edward SNYOVice Cha1S.m-15,521278.040-561,643D
1/28/25 17:23
1/24/25
XOMAXoma Royalty CorpDEFinancInvAdvInvestment AdviceBvf Partners L P/ilCAT1S.d-16,98426.100-651-1000M
1/15/25 17:36
1/14/25
TPGTpg Inc.DEFinancInvAdvInvestment AdviceMessemer Deborah M.TXD1S-10561.910-216D
1/6/25 19:21
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceAllara DeanUTDOVice CB1S.dm-2608.230-3207,085D
1/6/25 19:20
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceBehling GarrettUTOChief Ac1S.m-188.230-246D
1/6/25 19:19
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceElsnab KatherineUTOCFO1S.dm-778.230-9500D
1/6/25 19:18
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceMorse Robert RandolphUTDOTExec CB1S.dm-1,1288.230-137032,440D
1/6/25 19:16
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceO'Farrell AdamUTDOCOO1S.dm-1668.230-202,826D
1/6/25 19:14
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceSlager JonathanUTDOCEO1S.dm-2848.230-345,891D
12/30/24 17:36
12/27/24
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceSteadman Daniel BCAOHEVP4S.m-22712.150-1952D
12/30/24 17:04
12/26/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee Rema1S-32312.940-25325D
12/30/24 13:52
12/27/24
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD2S-912.250-113D
12/27/24 17:00
12/23/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXDHSee Rema1S.d-70712.720-56344D
12/23/24 17:11
12/20/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceMcNealy SeanFLDOTCo-Found1S-6068.000-7612,362D
12/23/24 16:31
12/20/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceGanovsky MatthewFLOTCo-Found1S-6068.000-7610,014D
12/23/24 16:31
12/20/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceKirby Kevin ScottFLOTCo-Found1S-6068.000-7612,361D
12/23/24 16:29
12/20/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceJackson Jay JFLDOTCEO1S-6068.000-769,861D
12/20/24 17:02
12/19/24
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceSeavey Thomas LCAD2S.m-23411.720-2082D
12/18/24 19:42
12/16/24
PXP10, Inc.DEFinancInvAdvInvestment Advice210 Capital, LLCTXTHSee Rema1S.d-66313.260-504,967I
12/16/24 17:10
12/13/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDubinsky JasonILOCFO1S-1,137352.880-317D
12/16/24 16:32
12/12/24
LOARLoar Holdings Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings IV L.P.NYT1S-27,23381.180-335339I

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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