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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 17:05
12/11/25
VRTSVirtus Investment Partners, Inc.DEFinancInvAdvInvestment AdviceFleming Susan S.CTD1S-498168.290-314D
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 OTXDOCEO6S.m-22416.520-14506D
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
12/8/25 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
12/3/25 17:41
12/1/25
APOApollo Global Management, Inc.DEFinancInvAdvInvestment AdviceKelly MartinNYOCFO1S-788131.410-6350D
12/1/25 20:57
11/26/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceArougheti Michael JCADOCo-Found2S.m-90,655153.650-5901,691I
11/26/25 17:40
11/24/25
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB8S.m-21,246212.460-10014,785D
11/26/25 16:45
11/25/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceHart Scott WNYDOCEO3S-1,90763.580-303,153I
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.TXDTHSee rema3S.dm-1,77811.740-1513,006I
11/24/25 17:54
11/21/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceWilliams MelTXTHSee Rema3S.d-1,24511.510-1084,156I
11/20/25 16:08
11/19/25
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede2S-94248.380-19162D
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,2S-57448.430-12217D
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
11/13/25 17:53
11/11/25
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceFernandez Jose ANYDOCo-COO1S.m-13,12162.120-2114,834I
11/3/25 16:10
10/31/25
IVZInvesco Ltd.D0FinancInvAdvInvestment AdviceSharp Douglas JGAOSenior M1S-3,76923.560-160-1000D
10/22/25 17:52
10/22/25
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT1S-424,39128.780-14,74561,942I
10/6/25 18:25
10/6/25
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceLutnick Howard WNYT1S.d00.000-6,452-1000I
10/3/25 20:38
10/1/25
ARESAres Management CorpDEFinancInvAdvInvestment AdviceSagati Aghili NaseemCAOGC1S-3,275155.970-21255D
9/29/25 18:55
9/26/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceAbell Alexander I.TXHSee Rema1S-28111.250-25300D
9/29/25 18:13
9/29/25
HNNAHennessy Advisors IncFinancInvAdvInvestment AdviceNewton KieraCAD2S-410.730017D
9/26/25 17:22
9/25/25
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceBaratta JosephNYD1S-19,853175.690-113696D
9/25/25 09:21
9/23/25
DHILDiamond Hill Investment Group IncOHFinancInvAdvInvestment AdviceThomas L'QuentusOHD1S-35141.10003D
9/23/25 17:21
9/19/25
PXP10, Inc.DEFinancInvAdvInvestment AdviceMcCoy David M.TXDHSee Rema1S-53212.080-44170D
9/23/25 08:48
9/22/25
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceMaclellan Robert F.MDD1S.d-324105.010-347D
9/18/25 16:32
9/16/25
HLIHoulihan Lokey, Inc.FinancInvAdvInvestment AdviceGold IrwinCADOTCO-CB1S.d-1,381202.750-7-1000D
9/17/25 20:06
9/16/25
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceOrszag Peter RichardNYDOCEO,CB1S.d-1,75754.090-32183D

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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