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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 18:00
2/9/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceBarakett Timothy RNYD1P5,247104.9305027238I
2/11/26 17:02
2/9/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB7S.m-12,696197.040-64014,730D
2/11/26 16:55
2/11/26
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceFleming Susan S.CTD2S-971154.550-614D
2/11/26 16:06
2/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURA2M.d3,763290.520136D
2/11/26 16:06
2/9/26
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceAlvero GumerMNOP-INSURA2S.d-3,763290.520-136D
2/10/26 17:09
2/6/26
ARESAres Management CorpDEFinancInvAdvInvestment AdviceBhutani AshishCAD1P1,266126.610104234D
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
2/3/26 16:05
2/2/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede2S-52551.130-10162D
1/30/26 16:30
1/29/26
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceCarlyle Group Inc.DCT2S.d-2,050,59830.430-67,383319,730I
1/28/26 16:54
1/26/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOCEO3S-2,00466.800-303,133I
1/16/26 16:27
1/15/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBlanton AngelaILD1M.d00.0008787D
1/15/26 20:55
1/13/26
TPGTpg Inc.DEFinancInvAdvInvestment AdviceWinkelried JonTXDOTCEO1M.d00.000584173,958D
1/8/26 16:15
1/8/26
LGNLegence Corp.DEFinancInvAdvInvestment AdviceBlackstone Ema III L.L.C.NYT2S.d-434,81345.000-9,66367,302I
1/5/26 17:19
1/2/26
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceCrain Christopher MCAOGC1S.d-87174.170-1-1000D
1/2/26 16:15
12/31/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceCornelli FrancescaILD1M.d00.0002739D
12/31/25 16:15
12/30/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD1S-59.350-116D
12/30/25 16:22
12/29/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceTsay Caroline JILD1S-131218.480-14D
12/22/25 16:30
12/18/25
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceMozart Aggregator II LPNYT1S.d-381,91128.370-13,463215,303I
12/18/25 18:08
12/16/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFO1S.m-92911.620-803D
12/12/25 18:08
12/10/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMcCabe Michael INYDOHHead of 1S-12,71066.180-1923,272M
12/12/25 17:35
12/10/25
CGCarlyle Group Inc.DEFinancInvAdvInvestment AdviceRubenstein David M.DCD1S-35,34456.550-62528,000D
12/12/25 16:16
12/10/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceChatterjee WhitneyNYOGC1S-1,241146.030-975D
12/12/25 16:00
12/12/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceDudiak Dolores DPAOVP2S-30951.510-688D
12/11/25 17:54
12/9/25
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceCasey Brian OTXDOCEO5S.m-21816.510-13505D
12/11/25 16:55
12/9/25
EVREvercore Inc.DEFinancInvAdvInvestment AdviceCarlton Pamela GNYD1S-66343.11003D
12/11/25 13:45
12/10/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceHusain ArifMDHVP1S-434101.960-447D
12/11/25 13:08
12/10/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceStahl MurrayNYDOTCEO,CIO14P927.350009,304M
12/8/25 19:00
12/4/25
FOAFinance of America Companies Inc.DEFinancInvAdvInvestment AdviceBlackstone Tactical Opportunities Fund - U - Nq L.L.C.NYT1S.d-15,96110.000-1,5961,596I
12/5/25 17:26
12/5/25
MCMoelis & CoDEFinancInvAdvInvestment AdviceCantor EricNYDOVice CB,1M.d00.00010219D
12/3/25 17:41
12/1/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-788131.410-6350D
12/3/25 17:13
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceKirshenbaum AlanNYOCFO1P50114.8703434D
12/3/25 17:12
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceOstrover Douglas INYDOCo-CEO1P.m2,37915.060158158I
12/3/25 17:10
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdviceLipschultz Marc SNYDOCo-CEO1P.m2,37915.060158158M
12/3/25 17:10
12/1/25
OWLBlue Owl Capital Inc.NJFinancInvAdvInvestment AdvicePacker CraigNYDOCo-P1P.m1,88215.06012531I
12/1/25 21:16
11/26/25
SAMGSilvercrest Asset Management Group Inc.DEFinancInvAdvInvestment AdviceGray John AllenNYDOMD1P.m29913.7102210343D
12/1/25 20:57
11/26/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-Found2S.m-90,655153.650-5901,691I
12/1/25 16:12
11/28/25
SELFGlobal Self Storage, Inc.DEFinancInvAdvInvestment AdviceWinmill & Co. IncNYHSee "Exp5P.m2575.1405051148D
11/26/25 09:05
11/25/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceRosenthal Brent DNYD1P827.2800431D
11/25/25 16:44
11/21/25
AMPAmeriprise Financial IncDEFinancInvAdvInvestment AdviceSharpe Robert Francis JrMND1S-676450.950-213I
11/24/25 17:55
11/21/25
PXP10, Inc.DEFinancInvAdvInvestment AdvicePoston Edwin A.TXDHSee Rema1S.d-1669.020-182,981I
11/24/25 17:54
11/21/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceWilliams MelTXTHSee Rema1S.d-1669.020-1804,090I
11/21/25 16:18
11/20/25
BENFranklin Resources IncDEFinancInvAdvInvestment AdviceJohnson Charles BCAT2P2,13421.340100094,222D
11/21/25 11:39
11/20/25
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceHerndon MarkNYOCFO1P329.00005000D
11/20/25 17:50
11/19/25
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceSteers Robert HamiltonNYDOTExec CB1P1,49759.88025011,991I
11/20/25 17:50
11/18/25
CNSCohen & Steers, Inc.DEFinancInvAdvInvestment AdviceCohen MartinNYDT1P.m5,98259.82010019,021M
11/20/25 16:07
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipa1S-6047.850-158D
11/20/25 16:07
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,1S-32847.850-7217D
11/20/25 16:06
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceFisher John BPADOVP1S-36647.870-8534D
11/20/25 16:02
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-3447.860-132D
11/20/25 16:01
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP1S-31147.850-6327D
11/20/25 16:01
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceZierden Theodore W IIIPAOVP1S-17847.840-4152D
11/18/25 18:07
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceDunn Daniel JosephILOChief Re1M.d00.0000215D
11/18/25 18:07
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceKapoor KunalILDOCEO1M.d00.00021140D
11/18/25 18:07
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceWiersema ConanILOCAO,PAO1M.d00.000004D
11/18/25 18:06
11/15/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFO1M.d00.000036D

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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