Insider Stock Trading

Filing Date	T Date	Ticker	Issuer	Inc	Sector	Ind	Industry	Owner	oSt	Rel	Title	T	TVal	Price	Qty	oc	Own	H
5/12/26 20:28	2/12/26	APC	Arko Petroleum Corp.	DE	Financ	InvAdv	Investment Advice	Blackstone Holdings I L.P.	NY	T		P	1,766	17.66	100	400	125	I
5/12/26 20:28	3/3/26	APC	Arko Petroleum Corp.	DE	Financ	InvAdv	Investment Advice	Blackstone Holdings I L.P.	NY	T		S	-475	19.00	-25	-17	125	I
5/12/26 17:20	5/8/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-3,269	176.70	-19	0	14,516	D
5/12/26 16:52	5/8/26	AMP	Ameriprise Financial Inc	DE	Financ	InvAdv	Investment Advice	Sharpe Robert Francis Jr	MN	D		S	-559	465.83	-1	-9	12	I
5/12/26 16:50	5/11/26	HNNA	Hennessy Advisors Inc		Financ	InvAdv	Investment Advice	Fahy Kathryn	CA	O	SVP,CFO	S	-100	10.00	-10	-14	61	D
5/11/26 18:38	5/8/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S	-36	10.87	-3	0	1,103	I
5/11/26 18:36	5/8/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S	-8	10.86	-1	0	760	I
5/11/26 18:32	5/8/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S	-23	10.86	-2	0	1,083	I
5/8/26 19:39	5/6/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S.m	-116	10.91	-11	-1	1,106	I
5/8/26 19:34	5/6/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-28	10.90	-3	0	761	I
5/8/26 19:31	5/6/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-78	10.90	-7	-1	1,085	I
5/8/26 17:17	5/8/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Matos Rodriguez Felix V.	FL	D		S	-300	300.18	-1	-19	4	D
5/8/26 17:15	5/6/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Ryan David Christopher	FL	D		S	-1,038	305.06	-3	-76	1	D
5/8/26 17:00	5/6/26	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Travin David Adam	NY	O	GC	S	-457	152.43	-3	-59	2	D
5/8/26 16:57	5/7/26	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Burke Bryan M	PA	O	VP	S	-217	54.20	-4	-4	85	D
5/8/26 16:45	5/5/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-41	16.08	-3	-1	288	D
5/7/26 17:56	5/5/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-3,671	168.78	-22	0	14,535	D
5/6/26 19:27	5/6/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Cates G. Staley	FL	D		P	459	305.83	2	31	6	D
5/6/26 17:58	5/4/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S.m	-99	10.87	-9	-1	1,117	I
5/6/26 17:57	5/4/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-24	10.86	-2	0	763	I
5/6/26 17:56	5/4/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-67	10.86	-6	-1	1,092	I
5/5/26 18:06	5/4/26	AAMI	Acadian Asset Management Inc.	DE	Financ	InvAdv	Investment Advice	Hart Richard Jonathan	MA	O	CLO,CAO	S	-6,697	66.97	-100	-58	74	D
5/4/26 20:39	4/30/26	PS	Pershing Square Inc.	NV	Financ	InvAdv	Investment Advice	Ackman William A	NY	DOT	CEO,CB	P.d	19,016	23.77	800	1	94,640	M
5/4/26 18:51	5/1/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S	-29	10.99	-3	0	1,126	I
5/4/26 18:50	5/1/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S	-21	10.97	-2	0	1,099	I
5/4/26 18:49	5/1/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S	-8	10.97	-1	0	766	I
5/4/26 17:38	5/1/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-2,472	170.50	-15	0	14,557	D
5/4/26 17:22	4/30/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-28	16.23	-2	-1	290	D
5/4/26 16:10	4/30/26	AB	Alliancebernstein Holding L.P.	DE	Financ	InvAdv	Investment Advice	Bernstein Seth P	TN	DO	CEO	S	-1,147	39.54	-29	-12	212	D
5/1/26 17:08	5/1/26	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Meates Helen T	NY	O	CFO	S	-1,226	153.20	-8	-12	58	D
5/1/26 16:35	4/29/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-36	10.87	-3	0	766	I
5/1/26 16:35	4/29/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-100	10.87	-9	-1	1,101	I
5/1/26 16:34	4/29/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S.m	-152	10.90	-14	-1	1,128	I
5/1/26 16:21	5/1/26	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Sawhney Vikrant	NY	O	Chief Ad	S	-3,776	125.79	-30	-3	917	D
4/30/26 13:58	4/29/26	NOAH	Noah Holdings Ltd		Financ	InvAdv	Investment Advice	Yin Zhe		DO	CEO	M.d	0	0.00	1	0	17,204	I
4/30/26 13:57	4/29/26	NOAH	Noah Holdings Ltd		Financ	InvAdv	Investment Advice	Pan Qing		O	CFO	M.d	0	0.00	1	0	926	D
4/30/26 13:55	4/29/26	NOAH	Noah Holdings Ltd		Financ	InvAdv	Investment Advice	Wang Jingbo (Norah)		DT		M.d	0	0.00	1	0	68,735	I
4/29/26 19:39	4/27/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-129	11.00	-12	-1	1,110	I
4/29/26 19:38	4/27/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-45	11.00	-4	-1	466	I
4/29/26 19:37	4/27/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S.m	-250	11.01	-23	-2	1,142	I
4/29/26 16:54	4/27/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-32	16.74	-2	-1	292	D
4/27/26 18:42	4/24/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S	-24	11.42	-2	0	774	I
4/27/26 18:41	4/24/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S	-68	11.42	-6	-1	1,121	I
4/27/26 18:40	4/24/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S	-146	11.46	-13	-1	1,165	I
4/24/26 17:24	4/22/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-127	11.12	-11	-1	1,127	I
4/24/26 17:23	4/22/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-49	11.12	-4	-1	776	I
4/24/26 17:22	4/22/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S.m	-242	11.13	-22	-2	1,178	I
4/24/26 16:33	4/22/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-16	16.07	-1	0	294	D
4/22/26 17:09	4/20/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S.m	-81	11.22	-7	-1	1,199	I
4/22/26 17:08	4/20/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-18	11.19	-2	0	780	I
4/22/26 17:07	4/20/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-47	11.19	-4	0	1,139	I
4/21/26 17:03	4/17/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-28	16.38	-2	-1	295	D
4/20/26 17:50	4/17/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P Financ	S	-94	11.11	-9	-1	1,207	I
4/20/26 17:49	4/17/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S	-19	11.08	-2	0	782	I
4/20/26 17:47	4/17/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S	-51	11.08	-5	0	1,143	I
4/17/26 17:24	4/15/26	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Sullivan Kathleen Patricia	IL	O	Principa	M.d	0	0.00	8	13	69	D
4/17/26 17:24	4/15/26	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Bentley Pamela L	IL	O	CFO	M.d	0	0.00	27	202	40	D
4/17/26 17:21	4/15/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-57	10.78	-5	-1	784	I
4/17/26 17:20	4/15/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-159	10.78	-15	-1	1,148	I
4/17/26 17:19	4/15/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P of Fin	S.m	-307	10.79	-28	-2	1,215	I
4/16/26 17:49	4/14/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-38	16.39	-2	-1	297	D
4/15/26 19:04	4/13/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P,Financ	S.m	-134	10.66	-13	-1	1,244	I
4/15/26 19:01	4/13/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-98	10.62	-9	-1	1,162	I
4/15/26 18:59	4/13/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-35	10.62	-3	0	789	I
4/13/26 17:43	4/9/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-47	16.25	-3	-1	299	D
4/13/26 16:40	4/10/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S	-8	10.70	-1	0	1,172	I
4/13/26 16:38	4/10/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S	-3	10.70	0	0	792	I
4/13/26 16:36	4/10/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P,Financ	S	-8	10.70	-1	0	1,256	I
4/10/26 18:35	4/8/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-114	10.62	-11	-1	1,172	I
4/10/26 18:30	4/8/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-41	10.57	-4	0	792	I
4/10/26 18:28	4/8/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P,Financ	S.m	-169	10.68	-16	-1	1,257	I
4/9/26 17:20	4/9/26	LGN	Legence Corp.	DE	Financ	InvAdv	Investment Advice	Blackstone Ema III L.L.C.	NY	T		S.d	-831,282	54.00	-15,394	-23	50,647	I
4/8/26 20:08	4/1/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Byrne Susan M	TX	H	Director	S.m	-58	16.55	-3	-1	302	D
4/8/26 17:25	4/6/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-56	10.50	-5	0	1,183	I
4/8/26 17:21	4/6/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-20	10.50	-2	0	796	I
4/8/26 17:18	4/6/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P of Fin	S.m	-63	10.56	-6	0	1,273	I
4/3/26 17:04	4/1/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-58	10.55	-6	0	1,189	I
4/3/26 16:56	4/1/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-21	10.55	-2	0	798	I
4/3/26 16:55	4/1/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P of Fin	S.m	-75	10.61	-7	-1	1,279	I
4/2/26 18:32	4/1/26	HLI	Houlihan Lokey, Inc.		Financ	InvAdv	Investment Advice	Crain Christopher M	CA	O	GC	S.d	-72	143.40	-1	-100	0	D
4/2/26 16:48	3/31/26	MLTX	Moonlake Immunotherapeutics	DE	Financ	InvAdv	Investment Advice	Bvf Partners L P/Il	CA	DT		S.d	-62,963	16.79	-3,750	-78	1,039	D
4/1/26 19:41	3/26/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-201	10.19	-20	-2	1,194	I
4/1/26 19:38	3/31/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P of Fin	S	-32	10.53	-3	0	1,286	I
4/1/26 19:36	3/26/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-71	10.18	-7	-1	800	I
4/1/26 16:08	3/31/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Stewart Robert B Jr	TX	D		P	51	7.27	7	5	157	D
3/31/26 16:18	3/31/26	NOAH	Noah Holdings Ltd		Financ	InvAdv	Investment Advice	Pan Qing		O	CFO	M.d	0	0.00	226	32	925	D
3/31/26 16:12	3/31/26	NOAH	Noah Holdings Ltd		Financ	InvAdv	Investment Advice	Wang Jingbo (Norah)		DT		M.d	0	0.00	201	0	68,735	I
3/31/26 16:07	3/31/26	NOAH	Noah Holdings Ltd		Financ	InvAdv	Investment Advice	Yin Zhe		DO	CEO	M.d	0	0.00	201	1	17,203	I
3/27/26 19:32	3/25/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Zaremba Bruno Augusto Sacchi		O	P of Fin	S	-11	10.59	-1	0	1,289	I
3/27/26 19:25	3/16/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Ribeiro Sergio Passos		O	CFO	S.m	-188	10.11	-19	-2	807	I
3/27/26 19:20	3/16/26	VINP	Vinci Compass Investments Ltd.	E9	Financ	InvAdv	Investment Advice	Lovisotto Fernando		O	Head of	S.m	-305	10.31	-30	-2	1,214	I
3/26/26 10:36	3/23/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	McCoy David M.	TX	DH	See Rema	P.a	516	7.37	70	35	270	D
3/25/26 17:36	3/23/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	McCoy David M.	TX	DH	See Rema	P	516	7.37	70	35	270	D
3/24/26 14:53	3/20/26	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P.a	2	34.60	0	0	9,304	M
3/24/26 11:54	3/20/26	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	2	34.60	0	0	9,304	M
3/23/26 12:11	3/20/26	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Nagelberg Allison	NY	D		P	5	33.96	0	60	0	D
3/20/26 17:34	3/19/26	CG	Carlyle Group Inc.	DE	Financ	InvAdv	Investment Advice	Rubenstein David M.	DC	D		S	-23,340	46.68	-500	-2	27,400	D
3/20/26 12:38	3/19/26	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	3	34.06	0	0	9,304	M
3/19/26 19:37	3/17/26	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Hogbin Christopher	NY	O	CEO Asse	M.d	0	0.00	48		12	D
3/19/26 19:37	3/18/26	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Hogbin Christopher	NY	O	CEO Asse	S.dm	-474	40.04	-12	-50	12	D
3/19/26 19:24	3/17/26	BMBL	Bumble Inc.	DE	Financ	InvAdv	Investment Advice	Bx Buzz Ml-1 Gp LLC	NY	T		S	-26,246	3.51	-7,478	-100	26	I
3/19/26 14:13	3/18/26	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Stahl Murray	NY	DOT	CEO,CIO	P	1	34.00	0	0	9,304	M
3/19/26 12:31	3/18/26	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Herndon Mark	NY	O	CFO	P	3	33.03	0	67	0	D
3/19/26 12:10	3/18/26	HKHC	Horizon Kinetics Holding Corp	DE	Financ	InvAdv	Investment Advice	Rosenthal Brent D	NY	D		P	25	33.05	1	75	2	D
3/18/26 17:58	3/16/26	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Orszag Peter Richard	NY	DO	CEO,CB	M.d	0	0.00	138	191	211	D
3/18/26 17:58	3/17/26	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Orszag Peter Richard	NY	DO	CEO,CB	S.d	-2,819	40.76	-69	-25	211	D
3/16/26 16:56	3/12/26	VRTS	Virtus Investment Partners, Inc.	DE	Financ	InvAdv	Investment Advice	Morris W Howard	CT	D		P	524	129.47	4	143	7	M
3/16/26 16:33	3/13/26	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Donahue Thomas R	PA	DO	VP,CFO,T	S	-1,713	57.10	-30	-3	1,108	D
3/16/26 16:32	3/12/26	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Uhlman Paul A	PA	O	VP	S	-4,071	56.23	-72	-22	264	D
3/16/26 16:00	2/19/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Charles K. Huebner Trust	TX	H	See Rema	P.m	265	8.15	33	21	189	D
3/13/26 18:19	2/23/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Forbes Murray III	TX	O	CFO	S	-46	16.22	-3	-4	66	D
3/13/26 17:31	2/23/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Casey Brian O	TX	DO	CEO	S	-307	16.22	-19	-3	531	D
3/13/26 17:30	2/23/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Linton David O	TX	O	Head of	S	-43	16.22	-3	-8	29	D
3/13/26 17:29	2/23/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Gomez Fabian	TX	O	P	S	-101	16.22	-6	-5	123	D
3/13/26 17:28	2/23/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Helfert Adrian	TX	O	CIO,Mult	S	-175	16.22	-11	-6	163	D
3/13/26 17:27	2/23/26	WHG	Westwood Holdings Group Inc	DE	Financ	InvAdv	Investment Advice	Lockridge Matthew	TX	O	Head,U.S	S	-87	16.22	-5	-6	78	D
3/12/26 16:30	3/10/26	MDLN	Medline Inc.	DE	Financ	InvAdv	Investment Advice	Carlyle Group Inc.	DC	T		S	-1,070,339	41.00	-26,106	-17	125,454	I
3/12/26 16:15	3/10/26	MDLN	Medline Inc.	DE	Financ	InvAdv	Investment Advice	Bcp 8 Holdings Mozart Manager L.L.C.	NY	T		S	-1,128,269	40.51	-27,853	-92	2,429	I
3/11/26 12:41	3/10/26	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Podzorov Megan	X0	O	Chief Pe	S	-85	51.24	-2	-12	12	D
3/10/26 17:01	3/6/26	EVR	Evercore Inc.	DE	Financ	InvAdv	Investment Advice	Williamson Sarah K	NY	D		P	581	290.43	2	18	13	D
3/10/26 15:48	6/14/24	DHIL	Diamond Hill Investment Group Inc	OH	Financ	InvAdv	Investment Advice	Thomas L'Quentus	OH	D		P.m	12	151.57	0	3	3	D
3/9/26 18:26	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Wojcik Thomas M	FL	O	P,COO	M.d	0	0.00	7	5	159	D
3/9/26 18:26	3/6/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Wojcik Thomas M	FL	O	P,COO	S.d	-2,290	286.30	-8	-5	159	D
3/9/26 18:16	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Padiyar Kavita	FL	O	GC,Corp.	M.d	0	0.00	2	6	43	D
3/9/26 18:16	3/9/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Padiyar Kavita	FL	O	GC,Corp.	S.d	-612	278.24	-2	-5	43	D
3/9/26 18:07	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Horgen Jay C.	FL	DO	CEO	M.d	0	0.00	18	3	571	D
3/9/26 18:02	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Ritchea Dava	FL	O	CFO	M.d	0	0.00	1		0	D
3/9/26 17:44	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Alvingham Karen L.	FL	D		M.d	0	0.00	1	7	13	D
3/9/26 17:41	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Ryan David Christopher	FL	D		M.d	0	0.00	1	24	4	D
3/9/26 17:35	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Starr Loren M	FL	D		M.d	0	0.00	1	51	2	D
3/9/26 17:27	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Matos Rodriguez Felix V.	FL	D		M.d	0	0.00	1	19	5	D
3/9/26 17:23	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Palandjian Tracy P.	FL	D		M.d	0	0.00	1	6	15	D
3/9/26 17:20	3/5/26	AMG	Affiliated Managers Group, Inc.	DE	Financ	InvAdv	Investment Advice	Franqui Annette	FL	D		M.d	0	0.00	1	83	1	D
3/6/26 16:00	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Jon I. Madorsky Revocable Trust Dated December 1, 2008	TX	H	See Rema	M.a	0	0.00	42	10	477	D
3/6/26 16:00	3/5/26	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Van Meter Stephen	PA	O	VP,Chief	S	-25	56.50	0	-1	33	D
3/6/26 16:00	3/5/26	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Nusseibeh Saker Anwar	PA	O	CEO,Fede	S	-348	56.50	-6	-4	160	D
3/6/26 16:00	3/5/26	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Uhlman Paul A	PA	O	VP	S	-664	56.53	-12	-3	336	D
3/6/26 16:00	3/5/26	FHI	Federated Hermes, Inc.	PA	Financ	InvAdv	Investment Advice	Novak Richard A	PA	O	Principa	S	-49	56.49	-1	-2	45	D
3/5/26 19:30	3/4/26	KKR	Kkr & Co. Inc.		Financ	InvAdv	Investment Advice	Barakett Timothy R	NY	D		P	4,724	94.47	50	21	288	I
3/4/26 19:46	3/4/26	BTSG	Brightspring Health Services, Inc.	E9	Financ	InvAdv	Investment Advice	Kkr Group Partnership L.P.	NY	T		S	-807,546	40.96	-19,715	-32	41,824	I
3/4/26 18:01	3/2/26	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Farr Tracy	NY	O	CFO	M.d	0	0.00	6		3	D
3/4/26 18:01	3/2/26	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Gathy Michael	NY	O	Chief Ac	M.d	0	0.00	2		1	D
3/4/26 18:01	3/2/26	LAZ	Lazard, Inc.	DE	Financ	InvAdv	Investment Advice	Soto Alexandra	NY	O	COO	M.d	0	0.00	65	78	148	D
3/4/26 16:54	3/4/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Holt Michael	IL	O	CFO	P	187	186.59	1	12	9	D
3/3/26 19:15	2/27/26	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Cassidy William B	X0	O	CTO	S	-886	52.27	-17	-13	114	D
3/3/26 18:49	2/27/26	FOA	Finance of America Companies Inc.	DE	Financ	InvAdv	Investment Advice	Blackstone Tactical Opportunities Fund - U - Nq L.L.C.	NY	T		S.d	-15,961	10.00	-1,596	-100	0	I
3/3/26 17:00	3/2/26	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Meates Helen T	NY	O	CFO	M.d	0	0.00	10	17	66	D
3/3/26 17:00	3/2/26	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Travin David Adam	NY	O	GC	M.d	0	0.00	5	New	5	D
3/3/26 17:00	3/2/26	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Cornwell Kievdi Don	NY	D		M.d	0	0.00	19	240	27	D
3/3/26 17:00	3/2/26	PJT	Pjt Partners Inc.	DE	Financ	InvAdv	Investment Advice	Lee Ji-Yeun	NY	O	Managing	M.d	0	0.00	13	17	88	D
3/3/26 16:45	3/1/26	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Sullivan Kathleen Patricia	IL	O	Principa	M.d	0	0.00	13	23	72	D
3/3/26 16:45	3/1/26	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Bentley Pamela L	IL	O	CFO	M.d	0	0.00	40	999%	43	D
3/3/26 16:44	3/1/26	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Pollock Frederick	IL	O	Chief In	M.d	0	0.00	100	15	761	D
3/3/26 16:34	2/27/26	KKR	Kkr & Co. Inc.		Financ	InvAdv	Investment Advice	Nuttall Scott C	NY	DO	Co-CEO	P	4,391	87.81	50	0	20,319	D
3/3/26 16:34	2/27/26	KKR	Kkr & Co. Inc.		Financ	InvAdv	Investment Advice	Bae Joseph Y	NY	DO	Co-CEO	P	4,428	88.56	50	0	18,506	I
3/3/26 16:34	3/2/26	KKR	Kkr & Co. Inc.		Financ	InvAdv	Investment Advice	Dillon Mary N	NY	D		P	2,022	90.96	22	77	51	I
3/2/26 17:07	3/2/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S	-569	182.32	-3	0	14,571	D
3/2/26 16:30	2/26/26	SARO	Standardaero, Inc.	DE	Financ	InvAdv	Investment Advice	Carlyle Group Inc.	DC	T		S	-624,175	31.46	-19,840	-19	84,587	I
2/27/26 17:52	2/26/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-2,607	179.80	-15	0	14,574	D
2/27/26 16:12	2/26/26	GCMG	Gcm Grosvenor Inc.	DE	Financ	InvAdv	Investment Advice	Blanton Angela	IL	D		S.m	-489	11.87	-41	-47	46	D
2/27/26 09:04	2/26/26	TROW	Price T Rowe Group Inc	MD	Financ	InvAdv	Investment Advice	Maclellan Robert F.	MD	D		M.d	327	74.14	4	9	53	D
2/26/26 16:47	2/24/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Stewart Robert B Jr	TX	D		P	41	8.27	5	3	150	D
2/25/26 17:03	2/24/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-2,352	162.19	-15	0	14,589	D
2/25/26 16:46	2/23/26	STEP	Stepstone Group Inc.		Financ	InvAdv	Investment Advice	Mitchell Steven R	NY	D		P	566	44.23	13	New	13	D
2/25/26 16:06	2/24/26	HLNE	Hamilton Lane Inc	DE	Financ	InvAdv	Investment Advice	Berkman David J	PA	D		P	1,010	101.00	10	40	35	I
2/24/26 18:50	2/20/26	ARES	Ares Management Corp	DE	Financ	InvAdv	Investment Advice	Olian Judy D.	CA	D		P	60	124.43	0	2	30	D
2/24/26 16:07	2/20/26	HLNE	Hamilton Lane Inc	DE	Financ	InvAdv	Investment Advice	Hirsch Erik R.	PA	DOT	Co-CEO	P.d	988	107.13	9	1	880	D
2/24/26 16:07	2/20/26	HLNE	Hamilton Lane Inc	DE	Financ	InvAdv	Investment Advice	Delgado-Moreira Juan	PA	DOT	Co-CEO	P.d	989	107.24	9	1	1,338	D
2/24/26 16:06	2/20/26	HLNE	Hamilton Lane Inc	DE	Financ	InvAdv	Investment Advice	Kramer Andrea Anigati	PA	OT	COO	P.d	250	107.53	2	1	220	D
2/24/26 16:06	2/20/26	HLNE	Hamilton Lane Inc	DE	Financ	InvAdv	Investment Advice	Giannini Mario L	PA	OT	Exec Co	P.d	990	107.32	9	1	1,418	D
2/23/26 19:23	2/19/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Stewart Robert B Jr	TX	D		P	87	8.65	10	7	145	D
2/23/26 18:56	2/19/26	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Riehl Nick	NY	O	Principa	M.d	0	0.00	0		0	D
2/23/26 18:56	2/19/26	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Watanabe Osamu R.	NY	O	GC,Secre	M.d	0	0.00	9		5	D
2/23/26 18:56	2/19/26	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Watanabe Osamu R.	NY	O	GC,Secre	S.d	-172	62.23	-3	-36	5	D
2/23/26 18:55	2/19/26	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Callesano Christopher	NY	O	CFO	M.d	0	0.00	2	999%	2	D
2/23/26 18:55	2/19/26	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Pilcher Ciafone Katherine	NY	O	COO	M.d	0	0.00	5	158	8	D
2/23/26 18:54	2/19/26	MC	Moelis & Co	DE	Financ	InvAdv	Investment Advice	Cantor Eric	NY	DO	Vice CB,	M.d	0	0.00	32	16	237	D
2/20/26 17:03	2/19/26	MORN	Morningstar, Inc.	IL	Financ	InvAdv	Investment Advice	Mansueto Joseph D	IL	DOT	Exec CB	S.m	-2,240	161.62	-14	0	14,603	D
2/20/26 16:12	2/17/26	BX	Blackstone Inc.	DE	Financ	InvAdv	Investment Advice	Porat Ruth	NY	D		P	69	130.68	1	1	48	M
2/19/26 17:02	2/18/26	SHEN	Shenandoah Telecommunications Co/Va/	DE	Financ	InvAdv	Investment Advice	Gcm Grosvenor Inc.	IL	DH	See Expl	M.d	0	0.00	11	0	4,116	I
2/19/26 16:06	2/18/26	AB	Alliancebernstein Holding L.P.	DE	Financ	InvAdv	Investment Advice	Bernstein Seth P	TN	DO	CEO	S	-1,103	41.08	-27	-10	241	D
2/19/26 14:29	2/18/26	JHG	Janus Henderson Group Plc	Y9	Financ	InvAdv	Investment Advice	Rosenberg Michelle	X0	O	CAO,GC	S	-1,084	49.27	-22	-20	88	D
2/18/26 21:09	2/15/26	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Connell Brooke	NY	O	P,US Wea	M.d	0	0.00	70	32	286	D
2/18/26 21:09	2/15/26	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Graham Colleen A	NY	O	Chief Le	M.d	0	0.00	82	127	147	D
2/18/26 21:08	2/15/26	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Harrington Michael W	NY	O	CFO	M.d	0	0.00	27	New	27	D
2/18/26 21:06	2/15/26	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Keenan Patrick T.	NY	O	Principa	M.d	0	0.00	9	142	16	D
2/18/26 21:06	2/15/26	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Moran Kevin P.	NY	O	P,COO	M.d	0	0.00	97	160	157	D
2/18/26 21:05	2/15/26	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Weeber Robert	NY	O	P,Intl.	M.d	0	0.00	68	6	1,195	D
2/18/26 21:05	2/15/26	ALTI	Alti Global, Inc.	DE	Financ	InvAdv	Investment Advice	Tiedemann Michael	NY	DO	CEO	M.d	0	0.00	169	25	848	D
2/18/26 20:43	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Blatherwick Nell M.	TX	H	See Rema	M.d	0	0.00	169	535	200	D
2/18/26 20:12	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Jairath Sarita Narson	TX	O	See Rema	M.d	0	0.00	40		36	D
2/18/26 20:11	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Hood Mark C	TX	O	See rema	M.d	0	0.00	57	81	127	D
2/18/26 20:10	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Corsi Andrew	TX	O	Chief Ac	M.d	0	0.00	5		3	D
2/18/26 20:09	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Jensen Richard J.	TX	O	EVP,Head	M.d	0	0.00	57	129	101	D
2/18/26 20:06	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Coussens Amanda N.	TX	O	EVP,CFO	M.d	0	0.00	57	111	108	D
2/18/26 20:05	2/14/26	RPC	Ridgepost Capital, Inc.	DE	Financ	InvAdv	Investment Advice	Sarsfield Luke A. III	TX	DO	See Rema	M.d	0	0.00	46	18	306	D
2/18/26 19:58	2/18/26	ABX	Abacus Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Ganovsky Matthew	FL	OT	Co-Found	S	-20	8.38	-2	0	8,610	D
2/18/26 19:47	2/18/26	ABX	Abacus Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	Kirby Kevin Scott	FL	OT	Co-Found	S	-20	8.38	-2	0	12,551	D
2/18/26 19:45	2/18/26	ABX	Abacus Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	McNealy Sean	FL	DOT	Co-Found	S	-20	8.38	-2	0	12,551	D
2/18/26 19:41	6/4/25	ABX	Abacus Global Management, Inc.	DE	Financ	InvAdv	Investment Advice	McNealy Sean	FL	DOT	Co-Found	P.ad	498	5.77	86	1	12,456	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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