68 results

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2/6/25 16:58
2/4/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB10S.m-33,780344.670-9815,366D
1/31/25 17:28
1/29/25
ILLRTriller Group Inc.DEFinancInvAdvInvestment AdviceDiamond Robert E. Jr.CAD4S.m-1,5922.340-6808,219I
1/28/25 17:23
1/24/25
XOMAXoma Royalty CorpDEFinancInvAdvInvestment AdviceBvf Partners L P/ilCAT1S.d-16,98426.100-651-1000M
1/15/25 17:36
1/14/25
TPGTpg Inc.DEFinancInvAdvInvestment AdviceMessemer Deborah M.TXD1S-10561.910-216D
1/13/25 16:25
1/13/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceZucker Gillian BethCAD3S-107177.890-16D
1/7/25 19:33
1/3/25
EMOClearbridge Energy Midstream Opportunity Fund Inc.DEFinancInvAdvInvestment AdviceFranklin Resources IncCAHAffiliat7S.m-1,32046.600-2833D
1/6/25 19:21
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceAllara DeanUTDOVice CB1S.dm-2608.230-3207,085D
1/6/25 19:20
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceBehling GarrettUTOChief Ac1S.m-188.230-246D
1/6/25 19:19
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceElsnab KatherineUTOCFO1S.dm-778.230-9500D
1/6/25 19:18
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceMorse Robert RandolphUTDOTExec CB1S.dm-1,1288.230-137032,440D
1/6/25 19:16
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceO'Farrell AdamUTDOCOO1S.dm-1668.230-202,826D
1/6/25 19:14
1/2/25
BRDGBridge Investment Group Holdings Inc.DEFinancInvAdvInvestment AdviceSlager JonathanUTDOCEO1S.dm-2848.230-345,891D
12/30/24 17:36
12/27/24
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceSteadman Daniel BCAOHEVP4S.m-22712.150-1952D
12/30/24 17:04
12/26/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee Rema1S-32312.940-25325D
12/30/24 13:52
12/27/24
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD2S-912.250-113D
12/27/24 17:00
12/23/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXDHSee Rema1S.d-70712.720-56344D
12/23/24 17:11
11/21/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceMcNealy SeanFLDOTCo-Found2S-1,8568.000-23212,437D
12/23/24 16:31
11/21/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceGanovsky MatthewFLOTCo-Found2S-1,8568.000-23210,847D
12/23/24 16:31
11/21/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceKirby Kevin ScottFLOTCo-Found2S-1,8568.000-23212,437D
12/23/24 16:29
11/21/24
ABLAbacus Life, Inc.DEFinancInvAdvInvestment AdviceJackson Jay JFLDOTCEO2S-16,8568.000-2,10710,562D
12/20/24 17:02
12/19/24
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceSeavey Thomas LCAD2S.m-23411.720-2082D
12/18/24 19:42
12/16/24
PXP10, Inc.DEFinancInvAdvInvestment Advice210 Capital, LLCTXTHSee Rema10S.dm-96,66413.420-7,2014,967I
12/16/24 17:10
12/13/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDubinsky JasonILOCFO1S-1,137352.880-317D
12/16/24 16:32
12/12/24
LOARLoar Holdings Inc.DEFinancInvAdvInvestment AdviceBlackstone Holdings IV L.P.NYT1S-27,23381.180-335339I
12/13/24 20:10
11/27/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceBerry RyanCAOChief Mk3S.m-3,895179.760-22562D
12/12/24 16:17
12/10/24
FYBRFrontier Communications Parent, Inc.DEFinancInvAdvInvestment AdviceAres Management LLCCAT8S.m-515,64434.450-14,96838,607I
12/11/24 18:10
12/6/24
ILLRTriller Group Inc.DEFinancInvAdvInvestment AdviceWong Yun Pun FelixCAD1S-24.000-119D
12/11/24 18:07
12/5/24
ILLRTriller Group Inc.DEFinancInvAdvInvestment AdviceChan Brian Chung YauCAD1S-463.280-1414D
12/11/24 16:51
12/9/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceZelter James CNYDOCo-P (Se1S-86,951173.900-5006,927I
12/11/24 16:25
12/10/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO2S-2,600173.310-15317D
12/11/24 16:24
12/10/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceTanguy Louis-JacquesNYOChief Ac1S-441176.500-323D
12/11/24 11:14
12/10/24
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceThomson Andrew Justin MackenzieMDOVP1S-499123.350-4120D
12/10/24 21:13
12/6/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceDeveer R. KippCADOHead of 1S.m-53,147177.160-3001,075D
12/5/24 16:22
12/3/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceChatterjee WhitneyNYOGC1S-1,075173.360-6117D
12/5/24 16:21
12/3/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKleinman ScottNYDOCo-P (Se1S.m-86,835173.670-5007,693M
12/4/24 21:47
12/2/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceBlack Leon DNYHSee rema1S.m-173,477173.480-1,00040,605M
12/4/24 19:56
12/3/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHHead of 1S.d-39964.280-603,778M
12/4/24 19:53
12/3/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOHCEO1S.dm-3,77862.970-603,224I
12/4/24 16:30
12/2/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT3S.m-292,02934.670-8,4232,021I
12/3/24 17:12
12/2/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCharles Daniel PNYOEVP1S-712103.740-746D
12/2/24 19:22
11/27/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-Found4S.dm-43,516174.060-2501,569I
12/2/24 19:21
11/27/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-Found4S.dm-43,519174.080-2501,344I
12/2/24 19:20
11/27/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-Found4S.dm-43,514174.060-2501,270I
11/29/24 19:05
11/26/24
PXP10, Inc.DEFinancInvAdvInvestment AdvicePoston Edwin A.TXDHSee Rema2S.d-1,02513.700-75-1000I
11/29/24 13:33
11/27/24
OSOnestream, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT3S.d-1,854,792147.120-12,607-1000I
11/26/24 17:09
11/25/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceGold IrwinCADOTCO-CB1S.d-953190.500-5-1000D
11/22/24 19:59
11/20/24
EVREvercore Inc.DEFinancInvAdvInvestment AdviceHyman Edward SNYOVice Cha3S.m-31,525303.900-1041,777D
11/22/24 11:48
11/21/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLaird James F JrOHD2S-1,193170.380-719D
11/20/24 16:23
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP1S-26141.390-6311D
11/20/24 16:22
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Herm1S-18441.380-4185D
11/20/24 16:22
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipa1S-5741.470-154D
11/20/24 16:21
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,2S-79941.180-19212D
11/20/24 16:16
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-4841.450-135D
11/20/24 16:15
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceZierden Theodore W IIIPAOVP1S-10341.410-2131D
11/20/24 16:07
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceFisher John BPADOVP1S-32341.360-8524D
11/20/24 16:06
11/19/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceDudiak Dolores DPAOVP1S-3941.490-186D
11/18/24 10:15
11/14/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceMeyer Paula ROHD1S-51169.00003D
11/14/24 17:25
11/12/24
CGCarlyle Group Inc.DEFinancInvAdvInvestment AdviceD'Aniello Daniel A.DCD1S-25,53751.530-49632,504I
11/13/24 19:14
11/12/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceKeathley AnthonyNYOChief Ac1S-5068.850-12D
11/13/24 19:07
11/12/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdvicePark David YNYOCFO1S-20568.210-320D
11/13/24 18:07
11/11/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBerman Walter StanleyMNOEVP,CFO1S.d-4,883564.160-97D
11/13/24 17:40
11/11/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceCracchiolo James MMNDOCB,CEO1S.d-4,867563.440-9161D
11/13/24 17:15
11/8/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSweeney Joseph EdwardMNOP-AWM Pr1S.d-5,901549.680-116D
11/13/24 16:29
11/11/24
BSIGBrightsphere Investment Group Inc.DEFinancInvAdvInvestment AdviceHart Richard JonathanMAOGC1S.d-1,99628.520-70156D
11/12/24 17:42
11/7/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceCallesano ChristopherNYOPrincipa1S-7180.000-1-1000D
11/12/24 17:28
11/8/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-465185.940-3-1000D
11/12/24 17:00
11/12/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceWhitney Kenneth CNYD1S-276159.750-29D
11/12/24 09:15
11/8/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceSt. Pierre Nicole ReneeOHD1S-50167.00004D

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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