92 results

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6/5/26 20:49
6/3/26
PAXPatria Investments LtdE9FinancInvAdvInvestment AdviceNeto Olimpio MatarazzoD5P.m2,66811.35023555661I
6/5/26 18:30
6/3/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFO29S.dm-1,13510.000-113807I
6/5/26 17:15
6/5/26
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT1S-857,49258.450-14,67026,830I
6/4/26 10:21
6/2/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdvicePilecki Derek StevenFLHControl 2P.m1522.5805961,122I
6/4/26 10:18
6/2/26
GROWU S Global Investors IncTXFinancInvAdvInvestment AdviceGator Capital Management, LLCFLT2P.m1522.5805961,122I
6/3/26 19:52
6/1/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of 28S.dm-2,51210.280-2441,214I
6/3/26 19:09
6/1/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceFernandez Jose ANYDOCo-COO1S.m-9,61247.510-2024,639I
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCostos JamesNYD1M.d00.00021713D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceWhitney Kenneth CNYD1M.d00.00011212D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceSkaugen Grace RekstenNYD1M.d00.00012572D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRyan Thomas MNYD1M.d00.0003742D
6/3/26 17:00
6/1/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceRafferty Emily KNYD1M.d00.00021711D
6/3/26 16:59
6/1/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceFranqui AnnetteFLD1P229304.8801622D
6/2/26 17:57
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipa2M.d00.000429785D
6/2/26 17:56
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief In1M.d00.000253776D
6/2/26 17:56
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLevin Jonathan ReisinILDOP1M.d00.0009918641D
6/2/26 17:56
5/31/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFO2M.d00.0007164D
6/2/26 16:49
5/29/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirector13S.m-48316.300-30302D
6/1/26 16:15
5/28/26
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceBcp 8 Holdings Mozart Manager L.L.C.NYT2S-2,345,61938.350-61,1712,429I
5/29/26 08:24
5/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceYin ZheDOCEO3M.d00.000202117,205I
5/29/26 08:23
5/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceWang Jingbo (Norah)DT3M.d00.000202068,736I
5/29/26 08:20
5/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdvicePan QingOCFO3M.d00.00022833927D
5/28/26 16:54
5/26/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceRogers Hartley R.PADOTExec Co-1P.dm9,99290.08011126,622M
5/28/26 16:49
5/27/26
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceZito John P.NYOCo-P (se1S-6,356130.660-493,064D
5/27/26 19:16
5/26/26
MLCIMount Logan Capital Inc.DEFinancInvAdvInvestment AdviceMangum JordanNYOCOO1P73.43022710D
5/27/26 16:40
5/27/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceLyons William MILD1S-125179.000-114D
5/27/26 16:05
5/26/26
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCheigh JonNYOP,CIO1S-75371.750-11161I
5/26/26 16:52
5/21/26
OAK.PBrookfield Oaktree Holdings, LLCDEFinancInvAdvInvestment AdviceGilbert Steven JCAD1P2820.7701721D
5/26/26 16:05
5/26/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP2S-4,12756.220-73303D
5/26/26 16:05
5/26/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,2S-29454.370-5212D
5/22/26 17:18
5/21/26
VALUValue Line IncNYFinancInvAdvInvestment AdviceBrecher Howard ANYDOCB,CEO1P733.8900132D
5/22/26 16:52
5/21/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB6S.m-17,229172.290-10014,557D
5/21/26 17:43
5/21/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceBeiser Scott LCADOTCO-CB1S.d-941150.260-6-1000D
5/21/26 11:04
5/20/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceHerndon MarkNYOCFO2P530.15001500D
5/21/26 09:57
5/20/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceRosenthal Brent DNYD2P4430.54011452D
5/19/26 19:40
5/15/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKapoor KunalILDOCEO1M.d00.00021304D
5/19/26 19:39
5/15/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFO2M.d4587.4001225D
5/19/26 19:39
5/15/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFO2S.d-4587.400-125D
5/19/26 16:30
5/15/26
BXDCBlackstone Digital Infrastructure Trust Inc.DEFinancInvAdvInvestment AdviceBlackstone Treasury Holdings III L.L.C.NYT1P189,73620.0009,4879,112I
5/18/26 16:49
5/15/26
AFLAflac IncDEFinancInvAdvInvestment AdviceKenny Thomas JGAD1S-203116.570-213D
5/18/26 16:17
5/14/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP,Hd. 2M.d3,323392.05086D
5/18/26 16:17
5/14/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSmyth Gerard P.MNOEVP,Hd. 2S.d-3,323392.050-86D
5/18/26 16:09
5/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdvicePaulson JohnMADT1M.d00.00062430D
5/18/26 16:06
5/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceChersi Robert JMAD1M.d00.0003941D
5/18/26 16:04
5/14/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceTrebbi BarbaraMAD1M.d00.0003939D
5/15/26 18:44
5/13/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceZaremba Bruno Augusto SacchiOP Financ21S.dm-2,43810.560-2311,289I
5/15/26 16:10
5/13/26
RILYBrc Group Holdings, Inc.DEFinancInvAdvInvestment AdviceForman Alan NCAOEVP,GC,S1S.m-8578.570-10038D
5/15/26 16:10
5/14/26
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-943134.640-7426D
5/14/26 19:36
5/12/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceFrank Joshua D.FLDT1S-320,61351.600-6,21325,654I
5/14/26 19:35
5/12/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceBaldwin Brian MNYDT1S-320,61351.600-6,21325,654I
5/14/26 13:31
5/13/26
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceJackson Stephon A.MDOVP1S-308102.560-384D
5/13/26 16:38
5/11/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdvicePorat RuthNYD1P54122.9500151M
5/12/26 20:28
2/12/26
APCArko Petroleum Corp.DEFinancInvAdvInvestment AdviceBlackstone Holdings I L.P.NYT2P2,24117.930125125I
5/12/26 20:28
3/3/26
APCArko Petroleum Corp.DEFinancInvAdvInvestment AdviceBlackstone Holdings I L.P.NYT2S-2,24117.930-125125I
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
5/6/26 19:27
5/6/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceCates G. StaleyFLD1P459305.8302316D
5/5/26 18:06
5/4/26
AAMIAcadian Asset Management Inc.DEFinancInvAdvInvestment AdviceHart Richard JonathanMAOCLO,CAO1S-6,69766.970-10074D
5/4/26 20:39
4/30/26
PSPershing Square Inc.NVFinancInvAdvInvestment AdviceAckman William ANYDOTCEO,CB1P.d19,01623.770800194,640M
5/4/26 16:10
4/30/26
ABAlliancebernstein Holding L.P.DEFinancInvAdvInvestment AdviceBernstein Seth PTNDOCEO1S-1,14739.540-29212D
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
4/1/26 16:08
3/31/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceStewart Robert B JrTXD1P517.27075157D
3/26/26 10:36
3/23/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXDHSee Rema2P1,0327.370140108270D
3/24/26 14:53
3/20/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIO4P834.310009,304M
3/23/26 12:11
3/20/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceNagelberg AllisonNYD1P533.9600600D
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
3/17/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceHogbin ChristopherNYOCEO Asse2M.dm4747.8706012D
3/19/26 19:37
3/18/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceHogbin ChristopherNYOCEO Asse2S.dm-4747.870-6012D
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
3/16/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceOrszag Peter RichardNYDOCEO,CB2M.d2,81913.590208999%211D
3/18/26 17:58
3/17/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceOrszag Peter RichardNYDOCEO,CB2S.d-2,81913.590-208211D
3/16/26 16:56
3/12/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceMorris W HowardCTD1P524129.47041437M
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 16:00
2/19/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceCharles K. Huebner TrustTXHSee Rema1P.m2658.1503321189D
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.DCT1S-1,070,33941.000-26,106125,454I
3/11/26 12:41
3/10/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdvicePodzorov MeganX0OChief Pe1S-8551.240-212D
3/10/26 17:01
3/6/26
EVREvercore Inc.DEFinancInvAdvInvestment AdviceWilliamson Sarah KNYD1P581290.43021813D
3/10/26 15:48
6/14/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceThomas L'QuentusOHD1P.m12150.690033D

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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