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5/13/26 21:41
5/11/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP Financ19S.dm-2,19110.900-2011,289M
5/13/26 21:35
5/11/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of 19S.dm-1,81610.680-1701,214M
5/13/26 21:32
5/11/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFO19S.dm-73310.580-69807M
5/13/26 16:53
5/11/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirector9S.m-32316.350-20302D
5/12/26 20:28
3/3/26
APCArko Petroleum Corp.DEFinancInvAdvInvestment AdviceBlackstone Holdings I L.P.NYT1S-47519.000-25125I
5/12/26 17:20
5/8/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB8S.m-19,425169.250-11514,617D
5/12/26 16:52
5/8/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMND1S-559465.830-112I
5/12/26 16:50
5/11/26
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceFahy KathrynCAOSVP,CFO1S-10010.000-1061D
5/8/26 17:17
5/8/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceMatos Rodriguez Felix V.FLD1S-300300.180-14D
5/8/26 17:15
5/6/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceRyan David ChristopherFLD1S-1,038305.060-31D
5/8/26 17:00
5/6/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceTravin David AdamNYOGC1S-457152.430-32D
5/8/26 16:57
5/7/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceBurke Bryan MPAOVP1S-21754.200-485D
5/5/26 18:06
5/4/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceHart Richard JonathanMAOCLO,CAO1S-6,69766.970-10074D
5/4/26 16:10
4/30/26
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceBernstein Seth PTNDOCEO2S-2,24940.280-56241D
5/1/26 17:08
5/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceMeates Helen TNYOCFO1S-1,226153.200-858D
5/1/26 16:21
5/1/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceSawhney VikrantNYOChief Ad1S-3,776125.790-30917D
4/9/26 17:20
4/9/26
LGNLegence Corp.DEFinancInvAdvInvestment AdviceBlackstone Ema III L.L.C.NYT1S.d-831,28254.000-15,39450,647I
4/2/26 18:32
4/1/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-72143.400-1-1000D
4/2/26 16:48
3/31/26
MLTXMoonlake ImmunotherapeuticsDEFinancInvAdvInvestment AdviceBvf Partners L P/IlCADT1S.d-62,96316.790-3,7501,039D
3/20/26 17:34
3/19/26
CGCarlyle Group Inc.DEFinancInvAdvInvestment AdviceRubenstein David M.DCD1S-23,34046.680-50027,400D
3/19/26 19:37
3/18/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceHogbin ChristopherNYOCEO Asse1S.dm-47440.040-1212D
3/19/26 19:24
3/17/26
BMBLBumble Inc.DEFinancInvAdvInvestment AdviceBx Buzz Ml-1 Gp LLCNYT1S-26,2463.510-7,478-10026I
3/18/26 17:58
3/17/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceOrszag Peter RichardNYDOCEO,CB1S.d-2,81940.760-69211D
3/16/26 16:33
3/13/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceDonahue Thomas RPADOVP,CFO,T1S-1,71357.100-301,108D
3/16/26 16:32
3/12/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP2S-4,73456.270-84336D
3/13/26 18:19
2/23/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceForbes Murray IIITXOCFO1S-4616.220-366D
3/13/26 17:31
2/23/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceCasey Brian OTXDOCEO1S-30716.220-19531D
3/13/26 17:30
2/23/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceLinton David OTXOHead of 1S-4316.220-329D
3/13/26 17:29
2/23/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceGomez FabianTXOP1S-10116.220-6123D
3/13/26 17:28
2/23/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceHelfert AdrianTXOCIO,Mult1S-17516.220-11163D
3/13/26 17:27
2/23/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceLockridge MatthewTXOHead,U.S1S-8716.220-578D
3/12/26 16:30
3/10/26
SAROStandardaero, Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT2S-1,694,51436.880-45,946210,041I
3/12/26 16:15
3/10/26
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceBcp 8 Holdings Mozart Manager L.L.C.NYT1S-1,128,26940.510-27,8532,429I
3/11/26 12:41
3/10/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdvicePodzorov MeganX0OChief Pe1S-8551.240-212D
3/9/26 18:26
3/6/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceWojcik Thomas MFLOP,COO1S.d-2,290286.300-8159D
3/9/26 18:16
3/9/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePadiyar KavitaFLOGC,Corp.1S.d-612278.240-243D
3/6/26 16:00
3/5/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-2556.500033D
3/6/26 16:00
3/5/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede1S-34856.500-6160D
3/6/26 16:00
3/5/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipa2S-82355.330-1545D
3/4/26 19:46
3/4/26
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT1S-807,54640.960-19,71541,824I
3/3/26 19:15
2/27/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceCassidy William BX0OCTO1S-88652.270-17114D
3/3/26 18:49
2/27/26
FOAFinance of America Companies Inc.DEFinancInvAdvInvestment AdviceBlackstone Tactical Opportunities Fund - U - Nq L.L.C.NYT1S.d-15,96110.000-1,596-1000I
2/27/26 16:12
2/26/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBlanton AngelaILD1S.m-48911.870-4146D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,Secre1S.d-17262.230-35D
2/19/26 14:29
2/18/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceRosenberg MichelleX0OCAO,GC1S-1,08449.270-2288D
2/18/26 19:58
2/18/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceGanovsky MatthewFLOTCo-Found1S-208.380-208,610D
2/18/26 19:47
2/18/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceKirby Kevin ScottFLOTCo-Found1S-208.380-2012,551D
2/18/26 19:45
2/18/26
ABXAbacus Global Management, Inc.DEFinancInvAdvInvestment AdviceMcNealy SeanFLDOTCo-Found1S-208.380-2012,551D
2/17/26 20:05
2/17/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceDibadj AliX0DOCEO1S-6,26949.120-128449D

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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