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
5/17/24 20:24	5/15/24	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	16	S.m	-59,979	296.53	-202		15,794	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 17:03	5/14/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Moran Kevin P.	NY	O	See Rema	2	S.d	-101	4.92	-21		176	D
5/15/24 17:25	5/13/24	CRGY	Crescent Energy Co	E9	Financ	InvAdv	Investment Advice	Kkr Group Partnership L.P.	NY	T		4	S.d	-2,741,370	47.95	-57,166		35,873	I
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	4	S.dm	-15,002	54.06	-277		115	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
5/10/24 19:04	5/9/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Moelis Kenneth	NY	DO	CB,CEO	3	S.dm	-15,211	53.41	-285		161	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 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
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
4/26/24 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
4/16/24 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	4/2/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Connell Brooke	NY	O	P,US Wea	1	S.d	-76	5.07	-15		191	D
4/4/24 19:43	4/2/24	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Maliagros Spiros	NY	DO	P,Asset	1	S.dm	-52	5.08	-10		513	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	-876	430.20	-2		8	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	1	S.d	-97	434.13	0		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
3/22/24 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	2	S.m	-222,656	111.33	-2,000		43,055	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 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 17:27	3/13/24	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Russo Evan L	NY	O	CEO of A	1	S.d	-2,951	39.35	-75		227	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 17:31	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 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 16:48	3/5/24	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Germain Peter J	PA	O	EVP,CLO,	1	S	-192	36.14	-5		213	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 16:10	3/5/24	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Uhlman Paul A	PA	O	VP	1	S	-500	36.20	-14		301	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
3/4/24 17:17	3/1/24	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Fogo Georgina	X0	O	CHIEF RI	2	S	-777	30.95	-25		127	D
3/4/24 17:17	2/29/24	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Meates Helen T	NY	O	CFO	1	S.dm	-1,886	105.18	-18		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	1	S.d	-1,046	104.58	-10		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	2	S	-1,035	30.94	-33		148	D
3/1/24 19:09	3/1/24	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Crain Christopher M	CA	O	GC	1	S.d	-129	128.94	-1	-100	0	D
3/1/24 17:56	2/29/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Simon Joseph	NY	O	CFO	2	S.d	-893	53.38	-17		9	D
3/1/24 17:54	2/29/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Raich Jeffrey	NY	O	Co-P,MD	2	S.dm	-6,980	53.87	-130		45	D
3/1/24 17:14	2/28/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Messemer Deborah M.	TX	D		1	S	-281	43.97	-6		18	D
3/1/24 17:08	2/28/24	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Lowry James R	X0	O	GLOBAL C	1	S	-302	30.93	-10		47	D
3/1/24 16:47	2/28/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Truscott William F	MN	O	CEO,Glob	1	S	-3,296	412.05	-8		23	I
2/29/24 19:23	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Vazquez-Ubarri Anilu	TX	DO	COO	1	S.d	-4,245	41.64	-102		334	D
2/29/24 19:01	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Winkelried Jon	TX	DO	CEO	1	S.d	-43,757	41.64	-1,051		3,326	M
2/29/24 18:57	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Weingart Jack	TX	DO	CFO	1	S.d	-12,845	41.64	-308		1,126	I
2/29/24 18:45	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Trujillo David	TX	D		1	S.d	-16,552	41.64	-398		183	D
2/29/24 18:43	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Sisitsky Todd Benjamin	TX	DO	P	1	S.d	-29,688	41.64	-713		910	M
2/29/24 18:41	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Sarvananthan Ganendran	TX	D		1	S.d	-7,191	41.64	-173		1,409	D
2/29/24 18:38	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Rhodes Jeffrey K.	TX	D		1	S.d	-17,017	41.64	-409		241	I
2/29/24 18:36	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Raj Nehal	TX	D		1	S.d	-10,446	41.64	-251		2,747	I
2/29/24 18:33	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Harris Joann	TX	O	Chief Co	1	S.d	-1,061	41.64	-25		23	M
2/29/24 18:29	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Davis Kelvin L.	TX	D		1	S.d	-34,229	41.64	-822		908	I
2/29/24 18:26	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Davidson Martin	TX	O	Chief Ac	1	S.d	-1,637	41.64	-39		31	D
2/29/24 18:24	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Coulter James G	TX	DOT	Exec CB	1	S.d	-56,285	41.64	-1,352		3,047	M
2/29/24 18:22	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Coslet Jonathan J	TX	D		1	S.d	-41,640	41.64	-1,000		554	I
2/29/24 18:20	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Chorengel Maya	TX	D		1	S.d	-3,114	41.64	-75		57	D
2/29/24 18:18	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Bonderman David	TX	DT		1	S.d	-66,695	41.64	-1,602		38	M
2/29/24 18:15	2/29/24	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Berenson Bradford	TX	O	GC	1	S.d	-3,785	41.64	-91		196	D
2/28/24 16:38	2/26/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Smyth Gerard P.	MN	O	EVP Tech	1	S.d	-1,811	407.92	-4		4	D
2/27/24 19:21	2/23/24	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Keck Thomas	NY	DH	See Rema	2	S.m	-4,612	35.48	-130		4,514	I
2/26/24 19:10	2/23/24	CNS	Cohen & Steers, Inc.	DE	Financ	InvAdv	Investment Advice	Simon Richard P	NY	D		1	S.m	-718	71.78	-10		22	D
2/26/24 18:50	2/22/24	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Cracchiolo James M	MN	DO	CB,CEO	2	S.m	-15,115	402.15	-38		183	D
2/23/24 19:59	2/21/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Callesano Christopher	NY	O	Principa	1	S.d	-60	52.60	-1		1	D
2/23/24 19:50	2/21/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Cantor Eric	NY	DO	Vice CB,	1	S.d	-939	52.60	-18		196	D
2/23/24 19:35	2/21/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Watanabe Osamu R.	NY	O	GC,Secre	1	S.dm	-723	53.37	-14		0	D
2/23/24 19:34	2/21/24	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Pilcher Ciafone Katherine	NY	O	COO	1	S.d	-252	52.60	-5		4	D
2/22/24 19:11	2/22/24	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Keathley Anthony	NY	O	Chief Ac	1	S	-17	35.70	0		3	D
2/22/24 18:58	2/14/24	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Gathy Michael	NY	O	Chief Ac	1	S.adm	-15	37.95	0	-100	0	D
2/21/24 16:57	2/20/24	APO	Apollo Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Chatterjee Whitney	NY	O	GC	1	S	-1,333	111.10	-12		124	D
2/21/24 16:40	2/16/24	GTES	Gates Industrial Corp Plc	DE	Financ	InvAdv	Investment Advice	Blackstone Inc.	NY	T		1	S	-292,406	12.05	-24,276		1,524	I
2/20/24 18:03	2/15/24	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Lim James	NY	T		1	S.m	-4,188	35.16	-119		6,208	I

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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