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6/14/24 17:02
6/12/24
QDELQuidelortho CorpDEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT1S.m-8,01838.460-20812,252I
6/12/24 19:54
6/11/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMitchell Steven RNYDT2S.am-2,74643.940-6328D
6/12/24 17:19
6/10/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceKeck ThomasNYDHSee Rema2S.m-4,50945.090-1004,449I
6/11/24 20:17
6/10/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceZyla Gary G.CAOEVP,CFO1S-26834.400-893D
6/11/24 20:16
6/10/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceMinta-Jacobs EsiCAOHR,Digit1S-8734.400-367D
6/11/24 20:16
6/10/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceMehta MukeshCAOEVP,CIO1S-30534.400-9305D
6/11/24 20:14
6/10/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceMcNatt Joel David JrCAOEVP,Inve1S-18134.400-554D
6/11/24 20:13
6/10/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceKim MichaelCADOCEO,P1S-32534.400-9399D
6/11/24 20:12
6/10/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceHansen Carrie E.CAOEVP,COO1S-36534.400-11135D
6/11/24 20:12
6/10/24
AMKAssetmark Financial Holdings, Inc.DEFinancInvAdvInvestment AdviceAngus Ted F.CAOEVP,GC1S-33134.400-10114D
6/10/24 21:48
6/7/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceOlian Judy D.CAD1S-458134.000-327D
6/7/24 16:36
6/5/24
OAK.PBrookfield Oaktree Holdings, LLCDEFinancInvAdvInvestment AdvicePerry Mansco IIICAD1S-2221.650-1-1000D
6/6/24 18:04
6/4/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB13S.m-36,901295.210-12515,653D
6/6/24 18:03
6/4/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceLyons William MILD1S-217289.070-134D
6/4/24 19:28
5/31/24
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceJacobs Kenneth MNYDOExec CB1S.m-10,43740.200-2602,468M
6/4/24 18:45
5/31/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceKaplan David BCADOCo-Found5S.dm-50,527134.740-3751,352I
6/4/24 18:39
5/31/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRosenthal BennettCADOCo-Found6S.dm-46,832133.810-3501,278I
6/4/24 17:46
6/4/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdvicePreiser David ACADOCO-P1S.d-2,664133.210-20-1000D
6/4/24 17:00
6/3/24
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceLee Ji-YeunNYOManaging1S-1,073107.280-1071D
6/4/24 16:54
6/3/24
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-133133.490-1-1000D
6/4/24 16:37
6/3/24
STEPStepstone Group Inc.FinancInvAdvInvestment AdvicePark David YNYOCFO1S-11044.130-327D
5/31/24 19:46
5/29/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMaliagros SpirosNYDOP,Strate3S.dm-1864.900-38513D
5/28/24 18:08
5/23/24
CRGYCrescent Energy CoE9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT3S.d-1,741,64042.480-41,00062,977I
5/28/24 16:28
5/28/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP1S-3233.000-10300D
5/28/24 16:27
5/28/24
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,1S-1333.02000213D
5/24/24 16:34
5/22/24
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCheigh JonNYOChief In1S-52072.570-7168D
5/23/24 17:56
5/21/24
GTESGates Industrial Corp PlcDEFinancInvAdvInvestment AdviceBlackstone Inc.NYT1S-328,64116.330-20,1251,098I
5/21/24 16:40
5/17/24
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceMandinach Barry M.CTOEVP,Head1S.m-1,863234.000-812D
5/20/24 20:05
5/16/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceMoran Kevin P.NYOSee Rema3S.d-1494.850-31176D
5/20/24 16:16
5/16/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMND1S-657438.070-217I
5/17/24 19:29
5/15/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-Found5S.dm-70,356140.830-5001,511I
5/17/24 11:21
5/15/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLaird James F JrOHD1S-396158.400-328D
5/15/24 16:12
5/13/24
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceLine Thomas EdwardOHOCFO1S.m-550157.010-414D
5/14/24 19:06
5/13/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMahmoodzadegan NavidNYOCo-P,MD1S-2,47054.920-45-1000D
5/13/24 17:12
5/10/24
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKaplan Steven NILD1S-373298.130-143D
5/10/24 19:04
5/9/24
MCMoelis & CoDEFinancInvAdvInvestment AdviceMoelis KennethNYDOCB,CEO1S.m-4,16754.040-775D
5/10/24 16:19
5/8/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-3,339111.290-30356D
5/9/24 16:30
5/8/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdvicePolland Andrew RobertNYOCOO1S00.000-124289I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceLaurino Andrew CharlesNYOSenior M1S.d00.000-19,6001,623I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceWard Sean JasonNYOSenior M1S.d00.000-19,6002,078I
5/8/24 16:30
5/6/24
OWLBlue Owl Capital Inc.FinancInvAdvInvestment AdviceRees Michael DouglassNYOCo-P1S.d00.000-19,6002,619I
5/7/24 17:24
2/15/24
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceDolan Kevin BX0D1S-10330.990-317D
4/30/24 16:27
4/30/24
APAMArtisan Partners Asset Management Inc.DEFinancInvAdvInvestment AdviceRamirez Gregory KWIOTEVP1S.d00.000-270D
4/26/24 16:58
4/24/24
CBLCbl & Associates Properties IncDEFinancInvAdvInvestment AdviceOaktree Capital Group Holdings Gp, LLCCAT1S-15521.750-704,005I
4/19/24 18:27
4/17/24
ARESAres Management CorpDEFinancInvAdvInvestment AdviceRessler Antony PCADOTCo-Found10S.m-265,637132.820-2,0007,906I
4/4/24 19:54
4/2/24
ALTIAlti Global, Inc.DEFinancInvAdvInvestment AdviceConnell BrookeNYOP,US Wea1S.d-765.070-15191D
3/29/24 16:04
3/27/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURA1S.d-722437.000-28D
3/28/24 16:50
3/26/24
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceBrockman Dawn M.MNOSVP,CONT1S.d-97434.13001D
3/27/24 15:49
3/25/24
PXP10, Inc.DEFinancInvAdvInvestment AdviceFeinglass MichaelTXHSee Rema2S.m-1,0068.130-124254D
3/22/24 09:18
3/20/24
AFLAflac IncDEFinancInvAdvInvestment AdviceKenny Thomas JGAD1S-42384.620-518D
3/21/24 17:11
3/19/24
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceBlack Leon DNYHSee rema1S-49,818110.710-45042,605D

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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