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3/27/26 19:32
3/25/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP of Fin1S-1110.590-101,289I
3/27/26 19:25
3/16/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFO1S.m-18810.110-19807I
3/27/26 19:20
3/16/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of 1S.m-30510.310-301,214I
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
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT3S-3,190,15833.870-94,193229,882I
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,Fede2S-65955.120-12160D
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
3/2/26 17:07
3/2/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB9S.m-16,774167.740-10014,670D
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 16:06
2/18/26
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceBernstein Seth PTNDOCEO1S-1,10341.080-27241D
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
2/13/26 17:00
2/11/26
BWBabcock & Wilcox Enterprises, Inc.DEFinancInvAdvInvestment AdviceBrc Group Holdings, Inc.CAT1S-10,3989.000-1,15527,664D
2/12/26 18:14
2/11/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceChersi Robert JMAD1S-1,47551.300-2937I
2/12/26 18:10
2/10/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceTrebbi BarbaraMAD1S-49651.220-1036D
2/12/26 16:59
2/11/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdvicePoli Francis CNYOGC,Secre1S.m-1,29465.680-2056D
2/12/26 16:29
2/10/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceTruscott William FMNOCEO,Glob1S-2,660532.080-517I
2/12/26 15:35
2/11/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceThompson Roger MjX0OCFO1S-81448.250-17132D
2/11/26 16:55
2/11/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceFleming Susan S.CTD1S-473142.310-310D
2/11/26 16:06
2/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURA1S.d-2,529542.880-56D
2/10/26 08:43
2/6/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceSchriesheim Robert ACAD1S-854170.860-528D
2/9/26 16:42
2/5/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFO1S-3,810544.220-76D
2/6/26 18:21
2/4/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEO1S-26,601544.960-49109D
2/6/26 18:00
2/4/26
ARESAres Management CorpDEFinancInvAdvInvestment AdviceSagati Aghili NaseemCAOGC2S-828143.550-6327D
2/6/26 17:04
2/6/26
EVREvercore Inc.DEFinancInvAdvInvestment AdviceKlurfeld JasonNYOGC1S-1,800360.000-549D
2/6/26 17:04
2/5/26
EVREvercore Inc.DEFinancInvAdvInvestment AdvicePensa PaulNYOContr,Pr1S-508350.310-15D
1/28/26 16:54
1/26/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOCEO1S-72572.520-1003,113I
1/8/26 16:15
1/8/26
LGNLegence Corp.DEFinancInvAdvInvestment AdviceBlackstone Ema III L.L.C.NYT1S.d-56,71545.000-1,26066,041I
1/5/26 17:19
1/2/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-87174.170-1-1000D
12/31/25 16:15
12/30/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD1S-59.350-116D

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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