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1/16/26 16:27
1/15/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBlanton AngelaILD1M.d00.0008787D
1/15/26 20:55
1/13/26
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWinkelried JonTXDOTCEO1M.d00.000584173,958D
1/8/26 16:15
1/8/26
LGNLegence Corp.DEFinancInvAdvInvestment AdviceBlackstone Ema III L.L.C.NYT2S.d-434,81345.000-9,66367,302I
1/5/26 17:19
1/2/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-87174.170-1-1000D
1/2/26 16:15
12/31/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCornelli FrancescaILD1M.d00.0002739D
12/31/25 16:15
12/30/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD1S-59.350-116D
12/30/25 16:22
12/29/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceTsay Caroline JILD1S-131218.480-14D
12/29/25 19:14
12/26/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOCEO3S-1,92264.070-303,143I
12/22/25 16:30
12/18/25
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT1S.d-554,95429.000-19,136215,303I
12/22/25 16:30
12/18/25
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceMozart Aggregator II LPNYT1S.d-381,91128.370-13,463215,303I
12/18/25 18:08
12/16/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFO1S.m-92911.620-803D
12/12/25 18:08
12/10/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHHead of 1S-12,71066.180-1923,272M
12/12/25 17:35
12/10/25
CGCarlyle Group Inc.DEFinancInvAdvInvestment AdviceRubenstein David M.DCD1S-35,34456.550-62528,000D
12/12/25 17:05
12/11/25
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceFleming Susan S.CTD1S-498168.290-314D
12/12/25 16:16
12/10/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceChatterjee WhitneyNYOGC1S-1,241146.030-975D
12/12/25 16:00
12/12/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceDudiak Dolores DPAOVP2S-30951.510-688D
12/11/25 17:54
12/9/25
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceCasey Brian OTXDOCEO6S.m-22416.520-14506D
12/11/25 16:55
12/9/25
EVREvercore Inc.DEFinancInvAdvInvestment AdviceCarlton Pamela GNYD1S-66343.11003D
12/11/25 13:45
12/10/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceHusain ArifMDHVP1S-434101.960-447D
12/11/25 13:08
12/10/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIO14P927.350009,304M
12/8/25 19:00
12/4/25
FOAFinance of America Companies Inc.DEFinancInvAdvInvestment AdviceBlackstone Tactical Opportunities Fund - U - Nq L.L.C.NYT1S.d-15,96110.000-1,5961,596I
12/5/25 17:26
12/5/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceCantor EricNYDOVice CB,1M.d00.00010219D
12/3/25 17:41
12/1/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-788131.410-6350D
12/3/25 17:13
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceKirshenbaum AlanNYOCFO1P50114.8703434D
12/3/25 17:12
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceOstrover Douglas INYDOCo-CEO1P.m2,37915.060158158I
12/3/25 17:10
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceLipschultz Marc SNYDOCo-CEO1P.m2,37915.060158158M
12/3/25 17:10
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdvicePacker CraigNYDOCo-P1P.m1,88215.06012531I
12/1/25 21:16
11/26/25
SAMGSilvercrest Asset Management Group Inc.DEFinancInvAdvInvestment AdviceGray John AllenNYDOMD1P.m29913.7102210343D
12/1/25 20:57
11/26/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-Found2S.m-90,655153.650-5901,691I
12/1/25 16:12
11/28/25
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "Exp7P.m3675.1107295148D
11/26/25 17:40
11/24/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB8S.m-21,246212.460-10014,785D
11/26/25 09:05
11/25/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceRosenthal Brent DNYD1P827.2800431D
11/25/25 16:44
11/21/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMND1S-676450.950-213I
11/24/25 17:55
11/21/25
PXP10, Inc.DEFinancInvAdvInvestment AdvicePoston Edwin A.TXDHSee Rema1S.d-1669.020-182,981I
11/24/25 17:54
11/21/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceWilliams MelTXTHSee Rema1S.d-1669.020-1804,090I
11/21/25 16:18
11/20/25
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Charles BCAT2P2,13421.340100094,222D
11/21/25 11:39
11/20/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceHerndon MarkNYOCFO1P329.00005000D
11/20/25 17:50
11/19/25
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceSteers Robert HamiltonNYDOTExec CB2P.m8,35666.370126111,991I
11/20/25 17:50
11/18/25
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCohen MartinNYDT1P.m5,98259.82010019,021M
11/20/25 16:08
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede2S-94248.380-19162D
11/20/25 16:07
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipa1S-6047.850-158D
11/20/25 16:07
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,2S-57448.430-12217D
11/20/25 16:06
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceFisher John BPADOVP1S-36647.870-8534D
11/20/25 16:02
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-3447.860-132D
11/20/25 16:01
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP1S-31147.850-6327D
11/20/25 16:01
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceZierden Theodore W IIIPAOVP1S-17847.840-4152D
11/18/25 18:07
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDunn Daniel JosephILOChief Re1M.d00.0000215D
11/18/25 18:07
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKapoor KunalILDOCEO1M.d00.00021140D
11/18/25 18:07
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceWiersema ConanILOCAO,PAO1M.d00.000004D
11/18/25 18:06
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFO1M.d00.000036D
11/13/25 17:53
11/11/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceFernandez Jose ANYDOCo-COO1S.m-13,12162.120-2114,834I
11/13/25 17:25
11/10/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYD1P59146.3600148M
11/12/25 16:56
11/7/25
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceAlvingham Karen L.FLD1M.d3969.6301512D
11/10/25 20:20
11/7/25
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceDelgado-Moreira JuanPADOTCo-CEO1P.d1,043130.350811,329D
11/5/25 16:53
11/4/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceBreyer JamesNYD2P3,991147.440276569D
11/3/25 17:04
10/30/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOExec CB1M.d00.00000209D
11/3/25 16:10
10/31/25
IVZInvesco Ltd.D0FinancInvAdvInvestment AdviceSharp Douglas JGAOSenior M1S-3,76923.560-160-1000D

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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