Insider Stock Trading

Filing Date	T Date	Ticker	Issuer	Inc	Sector	Ind	Industry	Owner	oSt	Rel	Title	T	TVal	Price	Qty	oc	Own	H
11/3/25 17:13	11/3/25	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Nusseibeh Saker Anwar	PA	O	CEO,Fede	S	-728	48.54	-15	-9	157	D
11/3/25 17:04	10/30/25	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Moelis Kenneth	NY	DO	Exec CB	M.d	0	0.00	0	0	209	D
11/3/25 16:10	10/31/25	IVZ	Invesco Ltd.	D0	Financ	InvAdv	Investment Advice	Sharp Douglas J	GA	O	Senior M	S	-3,769	23.56	-160	-100	0	D
10/31/25 17:26	10/29/25	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Breyer James	NY	D		P	1,992	151.23	13	31	55	D
10/29/25 14:54	10/27/25	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Hart Scott W	NY	DO	CEO	S	-643	64.34	-10	0	3,143	I
10/24/25 19:43	10/23/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Sarsfield Luke A. III	TX	DO	See Rema	M.d	0	0.00	218	323	286	D
10/22/25 17:52	10/22/25	BTSG	Brightspring Health Services, Inc.	E9	Financ	InvAdv	Investment Advice	Kkr Group Partnership L.P.	NY	T		S	-424,391	28.78	-14,745	-19	61,942	I
10/22/25 17:13	10/20/25	CNS	Cohen & Steers, Inc.	DE	Financ	InvAdv	Investment Advice	Steers Robert Hamilton	NY	DOT	Exec CB	P.m	2,846	70.21	41	0	11,865	I
10/6/25 18:25	10/6/25	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Lutnick Howard W	NY	T		S.d	0	0.00	-6,452	-100	0	I
10/3/25 20:38	10/1/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Sagati Aghili Naseem	CA	O	GC	S	-3,275	155.97	-21	-8	255	D
10/1/25 20:47	9/30/25	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Cornelli Francesca	IL	D		M.d	0	0.00	3	8	36	D
9/29/25 18:55	9/26/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Abell Alexander I.	TX	H	See Rema	S	-281	11.25	-25	-8	300	D
9/29/25 18:13	9/29/25	HNNA	Hennessy Advisors Inc		Financ	InvAdv	Investment Advice	Newton Kiera	CA	D		S	-4	10.73	0	-2	17	D
9/29/25 10:44	9/25/25	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Hart Scott W	NY	DOH	CEO	S	-647	64.70	-10	0	3,153	I
9/26/25 17:22	9/25/25	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Baratta Joseph	NY	D		S	-19,853	175.70	-113	-14	696	D
9/25/25 18:30	9/23/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Williams Mel	TX	TH	See Rema	S	-796	12.03	-66	-2	4,090	I
9/25/25 18:06	9/23/25	HNNA	Hennessy Advisors Inc		Financ	InvAdv	Investment Advice	Newton Kiera	CA	D		S	0	11.00	0	0	17	D
9/25/25 16:45	9/23/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Poston Edwin A.	TX	DTH	See rema	S	-302	12.07	-25	-1	2,981	I
9/25/25 09:21	9/23/25	DHIL	Diamond Hill Investment Group Inc	OH	Financ	InvAdv	Investment Advice	Thomas L'Quentus	OH	D		S	-35	141.10	0	-9	3	D
9/23/25 17:21	9/19/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	McCoy David M.	TX	DH	See Rema	S	-532	12.08	-44	-21	170	D
9/23/25 08:48	9/22/25	TROW	Price T Rowe Group Inc	MD	Financ	InvAdv	Investment Advice	Maclellan Robert F.	MD	D		M.d	322	72.82	4	10	47	D
9/23/25 08:48	9/22/25	TROW	Price T Rowe Group Inc	MD	Financ	InvAdv	Investment Advice	Maclellan Robert F.	MD	D		S.d	-324	105.01	-3	-6	47	D
9/22/25 17:39	9/18/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Poston Edwin A.	TX	DTH	See rema	S.m	-1,310	12.13	-108	-3	3,006	I
9/19/25 16:30	9/17/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Williams Mel	TX	TH	See Rema	S	-282	12.02	-23	-1	4,156	D
9/18/25 16:32	9/16/25	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Gold Irwin	CA	DOT	CO-CB	S.d	-1,381	202.75	-7	-100	0	D
9/18/25 16:15	9/16/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Jairath Sarita Narson	TX	O	See Rema	M.d	0	0.00	20		10	D
9/17/25 20:06	9/15/25	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Orszag Peter Richard	NY	DO	CEO,CB	M.d	0	0.00	65	55	183	D
9/17/25 20:06	9/16/25	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Orszag Peter Richard	NY	DO	CEO,CB	S.d	-1,757	54.09	-32	-15	183	D
9/16/25 16:03	9/12/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Rendino Kevin	NJ	H	Former D	S	0	0.00	-789	-100	0	D
9/16/25 16:02	9/12/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Wolfe Daniel B	NJ	H	Former D	S	0	0.00	-252	-100	0	D
9/16/25 16:02	9/12/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Bigelow Robert E III	NJ	H	Former O	S	0	0.00	-133	-100	0	D
9/16/25 16:02	9/12/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Gift Alicia M	NJ	H	Former O	S	0	0.00	-45	-100	0	D
9/16/25 16:01	9/12/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Brandom Stacy	NJ	H	Former D	S	0	0.00	-19	-100	0	D
9/16/25 16:01	9/12/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Shanley Richard P	NJ	H	Former D	S	0	0.00	-31	-100	0	D
9/16/25 16:01	9/12/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Weil Parker Anders	NJ	H	Former D	S	0	0.00	-11	-100	0	D
9/15/25 16:19	9/11/25	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Thompson Roger Mj	X0	O	CFO	S	-1,244	45.26	-27	-20	113	D
9/15/25 11:56	9/11/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Poston Edwin A.	TX	DTH	See rema	S	-376	12.52	-30	-1	3,114	I
9/12/25 19:34	9/10/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Sagati Aghili Naseem	CA	O	GC	S	-3,746	178.40	-21	-7	276	D
9/12/25 19:33	9/10/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	S	-22,972	178.30	-129	-5	2,236	I
9/12/25 16:36	9/11/25	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Park David Y	NY	O	CFO	S	-63	63.26	-1	-4	22	D
9/12/25 11:19	9/10/25	IVZ	Invesco Ltd.	D0	Financ	InvAdv	Investment Advice	Butcher Stephanie	GA	O	Senior M	S	-2,283	22.12	-103	-78	30	D
9/11/25 19:27	9/10/25	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Russo Evan L	NY	O	CEO of A	S.m	-4,240	56.54	-75	-25	228	D
9/11/25 19:26	9/10/25	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Gathy Michael	NY	O	Chief Ac	S	-34	55.37	-1	-100	0	D
9/11/25 16:31	9/9/25	CCO	Clear Channel Outdoor Holdings, Inc.	DE	Financ	InvAdv	Investment Advice	Ares Management LLC	CA	T		S.m	-16,972	1.16	-14,632	-26	41,197	I
9/10/25 18:06	9/8/25	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Finley John G	NY	O	GC	S	-3,686	171.46	-22	-4	491	M
9/10/25 11:15	9/9/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.30	0	0	9,303	M
9/9/25 21:42	9/8/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	S.m	-47,742	175.69	-272	-10	2,364	I
9/9/25 17:03	9/8/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Wojcik Thomas M	FL	O	P,COO	M.d	12,611	74.49	169		159	D
9/9/25 17:03	9/9/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Wojcik Thomas M	FL	O	P,COO	S.d	-3,696	231.03	-16	-9	159	D
9/9/25 10:43	9/8/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.85	0	0	9,303	M
9/9/25 10:32	9/5/25	DHIL	Diamond Hill Investment Group Inc	OH	Financ	InvAdv	Investment Advice	Meyer Paula R	OH	D		S	-50	141.80	0	-9	4	D
9/8/25 19:50	9/4/25	APO	Apollo Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Black Leon D	NY	H	See rema	S	-122,637	134.03	-915	-2	38,081	I
9/8/25 17:42	9/4/25	HLNE	Hamilton Lane Inc	DE	Financ	InvAdv	Investment Advice	French River 5 Ltd	PA	T		S.d	-21,977	146.51	-150	-31	330	D
9/8/25 16:30	9/4/25	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Melloh Heather J.	MN	O	EVP,GC	S	-769	512.34	-2	-37	3	D
9/8/25 10:29	9/5/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	39.00	0	0	9,303	M
9/5/25 20:37	9/3/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	S.m	-82,605	177.67	-465	-15	2,636	I
9/5/25 16:40	9/3/25	AAMI	Acadian Asset Management Inc.	DE	Financ	InvAdv	Investment Advice	Paulson & Co. Inc.	NJ	T		S	-57,554	47.69	-1,207	-13	7,743	I
9/5/25 10:51	9/4/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	39.45	0	0	9,303	M
9/4/25 17:01	9/2/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Horgen Jay C.	FL	DO	CEO	M.d	5,587	74.49	75	16	548	D
9/4/25 17:00	8/26/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Jon I. Madorsky Revocable Trust Dated December 1, 2008	TX	H	See Rema	S	-623	12.45	-50	-10	446	D
9/4/25 17:00	9/2/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Padiyar Kavita	FL	O	GC,Corp.	M.d	3,523	73.81	48		42	D
9/4/25 09:54	9/3/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	40.20	0	0	9,303	M
9/3/25 18:33	9/2/25	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Crain Christopher M	CA	O	GC	S.d	-98	196.22	-1	-100	0	D
9/3/25 17:31	8/29/25	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Casey Brian O	TX	DO	CEO	S	-122	18.00	-7	-1	506	D
9/3/25 11:55	9/2/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.00	0	0	9,303	M
9/3/25 09:30	9/2/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Rosenthal Brent D	NY	D		P	11	38.00	0	75	1	D
9/2/25 20:27	8/29/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	S.m	-49,896	178.86	-279	-8	3,101	I
9/2/25 19:25	8/28/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Poston Edwin A.	TX	DTH	See rema	S	-189	12.57	-15	0	3,144	I
9/2/25 15:12	8/27/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P.a	1	38.00	0	0	9,303	M
9/2/25 15:10	8/26/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P.a	1	38.00	0	0	9,303	M
9/2/25 15:08	8/28/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P.a	1	38.00	0	0	9,303	M
9/2/25 14:10	8/29/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.00	0	0	9,303	M
8/29/25 17:00	8/27/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Thomas P. Danis, Jr. Revocable Living Trust Dated March 10, 2003	TX	H	See Rema	S	-268	12.37	-22	-100	0	D
8/29/25 16:17	8/29/25	SELF	Global Self Storage, Inc.	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P	25	5.48	5	6	76	D
8/29/25 13:30	8/28/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.00	0	0	9,303	M
8/28/25 20:05	8/27/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	S.m	-50,528	180.42	-280	-8	3,380	I
8/28/25 17:56	8/27/25	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Siegert Paul Eric	CA	O	CO-CB	S.d	-7,998	199.95	-40	-100	0	D
8/28/25 16:36	8/27/25	SELF	Global Self Storage, Inc.	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	68	5.39	13	22	71	D
8/28/25 14:44	8/27/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.00	0	0	9,303	M
8/28/25 12:36	8/27/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Brennan Alice C	NY	D		P	4	38.00	0	11	1	D
8/27/25 18:08	8/25/25	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Hart Scott W	NY	DOH	CEO	S	-614	61.44	-10	0	3,163	I
8/27/25 17:10	8/25/25	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-3,100	260.96	-12	0	14,799	D
8/27/25 12:05	8/26/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.00	0	0	9,303	M
8/27/25 09:13	8/22/25	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Shropshire Kenneth	NY	D		S	-190	72.52	-3	-27	7	D
8/26/25 21:39	8/25/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Arougheti Michael J	CA	DO	Co-Found	S	-7,976	178.19	-45	-3	1,400	I
8/26/25 21:38	8/25/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	S.m	-55,115	178.53	-309	-8	3,660	I
8/26/25 17:42	8/22/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Poston Edwin A.	TX	DTH	See rema	S.m	-1,234	12.72	-97	-3	3,159	I
8/26/25 16:14	8/25/25	SELF	Global Self Storage, Inc.	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	82	5.24	16	36	58	D
8/26/25 14:47	8/25/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.00	0	0	9,303	M
8/25/25 17:57	8/22/25	AB	Alliancebernstein Holding L.P.	DE	Financ	InvAdv	Investment Advice	Bernstein Seth P	TN	DO	P,CEO	S	-999	40.05	-25	-9	239	D
8/25/25 13:01	8/22/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	37.63	0	0	9,302	M
8/22/25 21:28	8/20/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Arougheti Michael J	CA	DO	Co-Found	S.m	-47,957	179.64	-267	-16	1,445	I
8/22/25 21:28	8/20/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Ressler Antony P	CA	DOT	Co-Found	S.m	-47,916	179.63	-267	-6	3,969	I
8/22/25 17:38	8/20/25	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-4,066	262.10	-16	0	14,811	D
8/22/25 17:15	8/14/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Thomas P. Danis, Jr. Revocable Living Trust Dated March 10, 2003	TX	H	See Rema	S.d	-286	12.62	-23	-51	22	D
8/22/25 16:12	8/21/25	SELF	Global Self Storage, Inc.	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	14	5.14	3	7	43	D
8/22/25 11:51	8/21/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.00	0	0	9,303	M
8/21/25 16:20	8/19/25	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Truscott William F	MN	O	CEO,Glob	M.d	4,722	165.41	29		16	M
8/21/25 16:20	8/19/25	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Truscott William F	MN	O	CEO,Glob	S.d	-5,033	506.89	-10	-38	16	M
8/21/25 14:11	8/20/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	38.15	0	0	9,303	M
8/20/25 18:01	8/19/25	AB	Alliancebernstein Holding L.P.	DE	Financ	InvAdv	Investment Advice	Bernstein Seth P	TN	DO	P,CEO	S.m	-271	40.12	-7	-2	263	D
8/19/25 20:49	8/15/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Arougheti Michael J	CA	DO	Co-Found	S.dm	-51,725	185.88	-278	-14	1,712	I
8/19/25 17:31	8/15/25	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-5,628	258.77	-22	0	14,826	D
8/18/25 20:18	8/15/25	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Pollock Frederick	IL	O	Chief In	M.d	0	0.00	53	8	701	D
8/18/25 20:16	8/15/25	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Levin Jonathan Reisin	IL	DO	P	M.d	0	0.00	79	15	587	D
8/18/25 17:18	8/15/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Churchill Dwight D.	FL	D		M.d	0	0.00	1	5	29	D
8/18/25 17:15	8/15/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Ryan David Christopher	FL	D		M.d	0	0.00	1	43	4	D
8/18/25 17:13	8/15/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Starr Loren M	FL	D		M.d	0	0.00	1	73	1	D
8/18/25 17:11	8/15/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Alvingham Karen L.	FL	D		M.d	0	0.00	1	10	12	D
8/18/25 17:08	8/15/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Franqui Annette	FL	D		M.d	0	0.00	1	New	1	D
8/18/25 17:07	8/15/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Matos Rodriguez Felix V.	FL	D		M.d	0	0.00	1	32	5	D
8/18/25 17:05	8/15/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Palandjian Tracy P.	FL	D		M.d	0	0.00	1	7	18	D
8/18/25 17:02	8/14/25	HNNA	Hennessy Advisors Inc		Financ	InvAdv	Investment Advice	Seavey Thomas L	CA	D		S.m	-57	10.67	-5	-10	50	D
8/15/25 18:44	8/13/25	BMBL	Bumble Inc.	DE	Financ	InvAdv	Investment Advice	Bx Buzz Ml-1 Gp LLC	NY	T		S.d	-104,479	6.26	-16,690	-76	5,405	I
8/15/25 16:54	8/14/25	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Sawhney Vikrant	NY	O	Chief Ad	S	-8,830	173.64	-51	-6	789	D
8/14/25 18:31	8/12/25	HNNA	Hennessy Advisors Inc		Financ	InvAdv	Investment Advice	Seavey Thomas L	CA	D		S.m	-158	10.78	-15	-21	56	D
8/14/25 18:14	8/12/25	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-4,756	257.87	-18	0	14,848	D
8/14/25 17:00	8/12/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Horgen Jay C.	FL	DO	CEO	M.d	5,587	74.49	75	17	518	D
8/14/25 16:30	8/12/25	APO	Apollo Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Kelly Martin	NY	O	CFO	S	-2,249	145.11	-16	-4	357	D
8/13/25 19:50	8/12/25	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Sullivan Kathleen Patricia	IL	O	Principa	S	-78	13.02	-6	-9	60	D
8/13/25 17:12	8/11/25	CG	Carlyle Group Inc.	DE	Financ	InvAdv	Investment Advice	Ferguson Jeffrey W.	DC	O	GC	S.m	-19,088	63.63	-300	-28	753	D
8/13/25 16:43	8/11/25	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Porat Ruth	NY	D		P	47	170.19	0	1	47	M
8/11/25 18:33	8/7/25	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-5,501	260.96	-21	0	14,867	D
8/11/25 16:47	8/7/25	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Chu Jennifer L.	TX	O	GC,GC	M.d	0	0.00	46	29	207	D
8/8/25 17:04	8/7/25	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Payne David	NY	O	Chief Ac	S	-1,598	169.97	-9	-15	54	D
8/8/25 17:00	8/7/25	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Skaugen Grace Reksten	NY	D		S	-266	176.89	-2	-75	1	D
8/7/25 19:49	8/6/25	APO	Apollo Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Chatterjee Whitney	NY	O	GC	S	-657	146.03	-5	-5	83	D
8/7/25 18:32	8/7/25	KKR	Kkr & Co. Inc.		Financ	InvAdv	Investment Advice	Roberts George R	CA	DO	Co-Exec	S	-116,829	144.25	-810	-1	83,863	I
8/7/25 16:41	8/5/25	EVR	Evercore Inc.	DE	Financ	InvAdv	Investment Advice	Lalonde Timothy Gilbert	NY	O	CFO	S	-2,484	295.44	-8	-18	37	D
8/7/25 16:36	8/5/25	EPIX	Essa Pharma Inc.	DE	Financ	InvAdv	Investment Advice	Bvf Partners L P/il	CA	T		S.d	0	1.88	0	0	561	D
8/6/25 18:00	8/4/25	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-3,041	268.47	-11	0	14,888	D
8/6/25 16:54	8/4/25	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Fogo Georgina	X0	O	CHIEF RI	S	-2,972	43.07	-69	-54	58	D
8/6/25 16:15	8/5/25	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Baratta Joseph	NY	D		S	-16,736	167.36	-100	-11	809	D
8/5/25 16:57	8/1/25	EVR	Evercore Inc.	DE	Financ	InvAdv	Investment Advice	Klurfeld Jason	NY	O	GC	S	-1,572	285.85	-6	-8	60	D
8/5/25 16:47	8/4/25	APAM	Artisan Partners Asset Management Inc.	DE	Financ	InvAdv	Investment Advice	Ramirez Gregory K	WI	O	EVP	S	-116	46.50	-3	-2	102	D
8/4/25 16:04	8/4/25	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Van Meter Stephen	PA	O	VP,Chief	S	-22	50.71	0	-1	30	D
8/1/25 17:30	7/31/25	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Travin David Adam	NY	O	GC	S	-407	178.06	-2	-100	0	D
7/30/25 16:37	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Bouzarif Ali	NY	D		M.ad	0	0.00	22	3	802	D
7/30/25 16:36	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Brophy Warson Tracey	NY	D		M.ad	0	0.00	22	71	54	D
7/30/25 16:36	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Furlong Mark F	NY	D		M.ad	0	0.00	22	51	66	D
7/30/25 16:35	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Keaney Timothy F	NY	D		M.ad	0	0.00	34	27	160	D
7/30/25 16:34	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Corio Norma	NY	D		M.ad	0	0.00	22	122	41	D
7/30/25 16:14	7/30/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P	86	13.80	6	3	228	D
7/29/25 19:01	7/25/25	CART	Maplebear Inc.	DE	Financ	InvAdv	Investment Advice	Gcm Grosvenor Inc.	IL	H	See Expl	S	-232,269	47.75	-4,864	-54	4,141	I
7/29/25 17:00	7/25/25	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Watanabe Osamu R.	NY	O	GC,Secre	S	-461	72.64	-6	-98	0	D
7/29/25 17:00	7/28/25	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Skaugen Grace Reksten	NY	D		M.d	0	0.00	2	301	2	D
7/28/25 16:14	7/25/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	166	13.83	12	6	221	D
7/25/25 17:57	7/25/25	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Hart Scott W	NY	DOH	CEO	S	-613	61.28	-10	0	3,173	I
7/23/25 19:41	7/21/25	BRDG	Bridge Investment Group Holdings Inc.	DE	Financ	InvAdv	Investment Advice	Allara Dean	UT	DO	Vice CB	S.dm	-204	10.57	-19	0	7,066	D
7/23/25 19:40	7/21/25	BRDG	Bridge Investment Group Holdings Inc.	DE	Financ	InvAdv	Investment Advice	Elsnab Katherine	UT	O	CFO	S.dm	-12	10.57	-1	0	413	D
7/23/25 19:40	7/21/25	BRDG	Bridge Investment Group Holdings Inc.	DE	Financ	InvAdv	Investment Advice	Slager Jonathan	UT	DO	CEO	S.dm	-289	10.57	-27	0	5,864	D
7/23/25 19:39	7/21/25	BRDG	Bridge Investment Group Holdings Inc.	DE	Financ	InvAdv	Investment Advice	O'Farrell Adam	UT	DO	COO	S.dm	-115	10.57	-11	0	2,815	D
7/23/25 19:39	7/21/25	BRDG	Bridge Investment Group Holdings Inc.	DE	Financ	InvAdv	Investment Advice	Morse Robert Randolph	UT	DOT	Exec CB	S.dm	-838	10.57	-79	0	32,360	D
7/22/25 20:34	6/3/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Keenan Patrick T.	NY	O	Principa	S	-16	3.47	-5	-41	7	D
7/22/25 16:32	7/21/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	49	13.56	4	2	209	D
7/18/25 16:11	7/17/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	23	13.56	2	1	206	D
7/17/25 19:34	7/16/25	TPG	Tpg Inc.	DE	Financ	InvAdv	Investment Advice	Messemer Deborah M.	TX	D		S	-101	56.32	-2	-10	17	D
7/16/25 16:21	7/15/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	271	13.54	20	11	204	D
7/14/25 19:33	7/10/25	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Smyth Gerard P.	MN	O	EVP,CIO	M.d	0	0.00	0	2	9	D
7/14/25 19:32	7/10/25	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Brockman Dawn M.	MN	O	SVP,CONT	M.d	0	0.00	0	2	1	D
7/14/25 19:30	7/10/25	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Sweeney Joseph Edward	MN	O	P-AWM Pr	M.d	0	0.00	0	4	8	D
7/14/25 19:29	7/10/25	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Truscott William F	MN	O	CEO,Glob	M.d	0	0.00	1	3	16	D
7/14/25 17:25	7/10/25	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Hart Scott W	NY	DOH	CEO	S	-603	60.29	-10	0	3,183	I
7/14/25 16:33	7/11/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	176	13.59	13	8	184	D
7/14/25 16:12	7/14/25	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Zucker Gillian Beth	CA	D		S	-38	191.65	0	-3	6	D
7/8/25 17:06	7/7/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P	49	13.59	4	2	171	D
7/3/25 14:10	7/1/25	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Horgen Jay C.	FL	DO	CEO	M.d	5,587	74.49	75	18	489	M
7/3/25 13:12	7/2/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P	135	13.51	10	6	167	D
7/1/25 18:41	6/30/25	KYMR	Kymera Therapeutics, Inc.	DE	Financ	InvAdv	Investment Advice	Bvf Partners L P/Il	CA	DH	See Rema	P.d	13,955	44.00	317	875	353	D
7/1/25 18:06	6/28/25	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Cornelli Francesca	IL	D		M.d	0	0.00	3	10	34	D
7/1/25 17:07	6/30/25	BXSY	Bexil Investment Trust	DE	Financ	InvAdv	Investment Advice	Winmill & Co. Inc	NY	H	See "Exp	P.m	36	13.32	3	2	157	D
6/30/25 18:16	6/30/25	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Gold Irwin	CA	DOT	CO-CB	S.d	-914	182.81	-5	-100	0	D
6/26/25 16:31	6/24/25	BTSG	Brightspring Health Services, Inc.	E9	Financ	InvAdv	Investment Advice	Kkr Group Partnership L.P.	NY	T		S	-44,419	21.15	-2,100	-3	77,096	I
6/20/25 09:49	6/18/25	TROW	Price T Rowe Group Inc	MD	Financ	InvAdv	Investment Advice	Page Sebastien	MD	O	VP	M.d	1,177	69.02	17	36	64	D
6/17/25 16:57	6/13/25	DHIL	Diamond Hill Investment Group Inc	OH	Financ	InvAdv	Investment Advice	Quinif Jo Ann	OH	O	P of DHC	S	-396	144.00	-3	-9	27	D
6/17/25 16:57	6/13/25	DHIL	Diamond Hill Investment Group Inc	OH	Financ	InvAdv	Investment Advice	Quinif Jo Ann	OH	O	P of DHC	P	396	144.01	3	12	27	D
6/17/25 16:03	6/16/25	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Nusseibeh Saker Anwar	PA	O	CEO,Fede	S	-256	42.70	-6	-3	172	D
6/17/25 16:02	6/16/25	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Uhlman Paul A	PA	O	VP	S	-43	42.63	-1	0	316	D
6/16/25 20:08	6/12/25	BTSG	Brightspring Health Services, Inc.	E9	Financ	InvAdv	Investment Advice	Kkr Group Partnership L.P.	NY	T		S	-281,069	21.15	-13,288	-14	79,196	I
6/16/25 16:47	6/12/25	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	McCabe Michael I	NY	DOH	Head of	S	-3,829	56.54	-68	-2	3,464	D
6/16/25 09:34	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Wimmer Andreas	NY	D		M.d	0	0.00	23	New	23	D
6/16/25 09:34	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Brophy Warson Tracey	NY	D		M.d	0	0.00	22	New	22	D
6/16/25 09:33	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Keaney Timothy F	NY	D		M.d	0	0.00	34	New	34	D
6/16/25 09:32	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Corio Norma	NY	D		M.d	0	0.00	22	New	22	D
6/16/25 09:32	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Cetin Nazim	NY	D		M.d	0	0.00	23	New	23	D
6/16/25 09:31	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Furlong Mark F	NY	D		M.d	0	0.00	22	New	22	D
6/16/25 09:30	6/13/25	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Bouzarif Ali	NY	D		M.d	0	0.00	22	New	22	D
6/13/25 19:54	6/12/25	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Rosenthal Bennett	CA	DO	Co-Found	S	-14,347	168.79	-85	-7	1,076	I
6/13/25 17:47	6/11/25	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Soto Alexandra	NY	O	COO	S	-3,763	43.81	-86	-43	114	D
6/13/25 16:32	6/11/25	SVV	Savers Value Village, Inc.	DE	Financ	InvAdv	Investment Advice	Ares Management LLC	CA	T		S	-19,928	8.86	-2,250	-2	117,449	I
6/13/25 16:27	6/13/25	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Zucker Gillian Beth	CA	D		S	-35	174.37	0	-3	6	D
6/12/25 09:20	6/11/25	TROW	Price T Rowe Group Inc	MD	Financ	InvAdv	Investment Advice	Sawyer Dorothy C	MD	H	VP	S	-191	95.43	-2	-4	46	D
6/11/25 16:30	6/9/25	LOAR	Loar Holdings Inc.	DE	Financ	InvAdv	Investment Advice	Blackstone Holdings IV L.P.	NY	T		S	-247,830	82.61	-3,000	-93	209	I
6/11/25 11:05	6/10/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	0	49.00	0	0	9,303	M
6/11/25 09:06	6/10/25	TURN	180 Degree Capital Corp. /Ny/	NY	Financ	InvAdv	Investment Advice	Bigelow Robert E III	NJ	O	VP,Head	P	8	3.98	2	2	133	D
6/10/25 16:30	6/6/25	BV	Brightview Holdings, Inc.	E9	Financ	InvAdv	Investment Advice	Kkr Group Partnership L.P.	NY	T		S	-167,040	14.40	-11,600	-35	21,533	I
6/10/25 11:12	6/9/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	0	47.00	0	0	9,303	M
6/9/25 18:17	6/9/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Sarsfield Luke A. III	TX	DO	See Rema	P	49	9.87	5	3	188	D
6/9/25 17:54	6/9/25	PX	P10, Inc.	DE	Financ	InvAdv	Investment Advice	Hood Mark C	TX	O	See rema	P	49	9.81	5	6	88	D
6/9/25 12:05	6/6/25	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	0	47.00	0	0	9,303	M

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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