5/19/26 19:40 | 5/15/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Kapoor Kunal | IL | DO | CEO | 1 | M.d | 0 | 0.00 | 0 | 2 | 1 | 304 | D | | | | | | | | | | | | | | |
5/19/26 19:39 | 5/15/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Holt Michael | IL | O | CFO | 3 | M.d | 231 | 152.96 | 0 | 2 | 7 | 25 | D | | | | | | | | | | | | | | |
5/19/26 19:39 | 5/15/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Holt Michael | IL | O | CFO | 3 | S.d | -231 | 152.96 | 0 | -2 | | 25 | D | | | | | | | | | | | | | | |
5/19/26 16:30 | 5/15/26 | BXDC | Blackstone Digital Infrastructure Trust Inc. | DE | Financ | InvAdv | Investment Advice | Blackstone Treasury Holdings III L.L.C. | NY | T | | 1 | P | 189,736 | 20.00 | 0 | 9,487 | | 9,112 | I | | | | | | | | | | | | | | |
5/18/26 19:17 | 5/15/26 | VINP | Vinci Compass Investments Ltd. | E9 | Financ | InvAdv | Investment Advice | Lovisotto Fernando | | O | Head of | 22 | S.dm | -2,108 | 10.31 | 0 | -204 | | 1,214 | I | | | | | | | | | | | | | | |
5/18/26 19:16 | 5/15/26 | VINP | Vinci Compass Investments Ltd. | E9 | Financ | InvAdv | Investment Advice | Ribeiro Sergio Passos | | O | CFO | 22 | S.dm | -839 | 10.00 | 0 | -84 | | 807 | I | | | | | | | | | | | | | | |
5/18/26 16:51 | 5/14/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Byrne Susan M | TX | H | Director | 10 | S.m | -341 | 16.33 | 0 | -21 | | 302 | D | | | | | | | | | | | | | | |
5/18/26 16:49 | 5/15/26 | AFL | Aflac Inc | DE | Financ | InvAdv | Investment Advice | Kenny Thomas J | GA | D | | 1 | S | -203 | 116.57 | 0 | -2 | | 13 | D | | | | | | | | | | | | | | |
5/18/26 16:17 | 5/14/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Smyth Gerard P. | MN | O | EVP,Hd. | 2 | M.d | 3,323 | 392.05 | 0 | 8 | | 6 | D | | | | | | | | | | | | | | |
5/18/26 16:17 | 5/14/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Smyth Gerard P. | MN | O | EVP,Hd. | 2 | S.d | -3,323 | 392.05 | 0 | -8 | | 6 | D | | | | | | | | | | | | | | |
5/18/26 16:09 | 5/14/26 | AAMI | Acadian Asset Management Inc. | DE | Financ | InvAdv | Investment Advice | Paulson John | MA | DT | | 1 | M.d | 0 | 0.00 | 0 | 6 | 24 | 30 | D | | | | | | | | | | | | | | |
5/18/26 16:06 | 5/14/26 | AAMI | Acadian Asset Management Inc. | DE | Financ | InvAdv | Investment Advice | Chersi Robert J | MA | D | | 1 | M.d | 0 | 0.00 | 0 | 3 | 9 | 41 | D | | | | | | | | | | | | | | |
5/18/26 16:04 | 5/14/26 | AAMI | Acadian Asset Management Inc. | DE | Financ | InvAdv | Investment Advice | Trebbi Barbara | MA | D | | 1 | M.d | 0 | 0.00 | 0 | 3 | 9 | 39 | D | | | | | | | | | | | | | | |
5/15/26 18:44 | 5/13/26 | VINP | Vinci Compass Investments Ltd. | E9 | Financ | InvAdv | Investment Advice | Zaremba Bruno Augusto Sacchi | | O | P Financ | 21 | S.dm | -2,438 | 10.56 | 0 | -231 | | 1,289 | I | | | | | | | | | | | | | | |
5/15/26 17:41 | 5/14/26 | MORN | Morningstar, Inc. | IL | Financ | InvAdv | Investment Advice | Mansueto Joseph D | IL | DOT | Exec CB | 8 | S.m | -19,626 | 170.31 | 0 | -115 | | 14,603 | D | | | | | | | | | | | | | | |
5/15/26 16:24 | 5/15/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Germain Peter J | PA | O | EVP,CLO, | 1 | S | -271 | 54.30 | 0 | -5 | | 212 | D | | | | | | | | | | | | | | |
5/15/26 16:10 | 5/13/26 | RILY | Brc Group Holdings, Inc. | DE | Financ | InvAdv | Investment Advice | Forman Alan N | CA | O | EVP,GC,S | 1 | S.m | -857 | 8.57 | 0 | -100 | | 38 | D | | | | | | | | | | | | | | |
5/15/26 16:10 | 5/14/26 | APO | Apollo Global Management, Inc. | DE | Financ | InvAdv | Investment Advice | Kelly Martin | NY | O | CFO | 1 | S | -943 | 134.64 | 0 | -7 | | 426 | D | | | | | | | | | | | | | | |
5/14/26 19:36 | 5/12/26 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Frank Joshua D. | FL | DT | | 1 | S | -320,613 | 51.60 | 0 | -6,213 | | 25,654 | I | | | | | | | | | | | | | | |
5/14/26 19:35 | 5/12/26 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Baldwin Brian M | NY | DT | | 1 | S | -320,613 | 51.60 | 0 | -6,213 | | 25,654 | I | | | | | | | | | | | | | | |
5/14/26 13:31 | 5/13/26 | TROW | Price T Rowe Group Inc | MD | Financ | InvAdv | Investment Advice | Jackson Stephon A. | MD | O | VP | 1 | S | -308 | 102.56 | 0 | -3 | | 84 | D | | | | | | | | | | | | | | |
5/13/26 16:38 | 5/11/26 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | Porat Ruth | NY | D | | 2 | P | 123 | 127.10 | 0 | 1 | 2 | 51 | M | | | | | | | | | | | | | | |
5/12/26 20:28 | 2/12/26 | APC | Arko Petroleum Corp. | DE | Financ | InvAdv | Investment Advice | Blackstone Holdings I L.P. | NY | T | | 2 | P | 2,241 | 17.93 | 0 | 125 | | 125 | I | | | | | | | | | | | | | | |
5/12/26 20:28 | 3/3/26 | APC | Arko Petroleum Corp. | DE | Financ | InvAdv | Investment Advice | Blackstone Holdings I L.P. | NY | T | | 2 | S | -2,241 | 17.93 | 0 | -125 | | 125 | I | | | | | | | | | | | | | | |
5/12/26 16:52 | 5/8/26 | AMP | Ameriprise Financial Inc | DE | Financ | InvAdv | Investment Advice | Sharpe Robert Francis Jr | MN | D | | 1 | S | -559 | 465.83 | 0 | -1 | | 12 | I | | | | | | | | | | | | | | |
5/12/26 16:50 | 5/11/26 | HNNA | Hennessy Advisors Inc | | Financ | InvAdv | Investment Advice | Fahy Kathryn | CA | O | SVP,CFO | 1 | S | -100 | 10.00 | 0 | -10 | | 61 | D | | | | | | | | | | | | | | |
5/8/26 17:17 | 5/8/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Matos Rodriguez Felix V. | FL | D | | 2 | S.d | -300 | 160.78 | 0 | -2 | | 5 | D | | | | | | | | | | | | | | |
5/8/26 17:15 | 5/6/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Ryan David Christopher | FL | D | | 2 | S.d | -1,038 | 243.10 | 0 | -4 | | 4 | D | | | | | | | | | | | | | | |
5/8/26 17:00 | 5/6/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Travin David Adam | NY | O | GC | 2 | S.d | -457 | 56.79 | 0 | -8 | | 5 | D | | | | | | | | | | | | | | |
5/8/26 16:57 | 5/7/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Burke Bryan M | PA | O | VP | 1 | S | -217 | 54.20 | 0 | -4 | | 85 | D | | | | | | | | | | | | | | |
5/6/26 19:27 | 5/6/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Cates G. Staley | FL | D | | 1 | P | 459 | 305.83 | 0 | 2 | 31 | 6 | D | | | | | | | | | | | | | | |
5/5/26 18:06 | 5/4/26 | AAMI | Acadian Asset Management Inc. | DE | Financ | InvAdv | Investment Advice | Hart Richard Jonathan | MA | O | CLO,CAO | 1 | S | -6,697 | 66.97 | 0 | -100 | | 74 | D | | | | | | | | | | | | | | |
5/4/26 20:39 | 4/30/26 | PS | Pershing Square Inc. | NV | Financ | InvAdv | Investment Advice | Ackman William A | NY | DOT | CEO,CB | 1 | P.d | 19,016 | 23.77 | 0 | 800 | 1 | 94,640 | M | | | | | | | | | | | | | | |
5/4/26 16:10 | 4/30/26 | AB | Alliancebernstein Holding L.P. | DE | Financ | InvAdv | Investment Advice | Bernstein Seth P | TN | DO | CEO | 1 | S | -1,147 | 39.54 | 0 | -29 | | 212 | D | | | | | | | | | | | | | | |
5/1/26 17:08 | 5/1/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Meates Helen T | NY | O | CFO | 2 | S.d | -1,226 | 69.53 | 0 | -18 | | 66 | D | | | | | | | | | | | | | | |
5/1/26 16:21 | 5/1/26 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | Sawhney Vikrant | NY | O | Chief Ad | 1 | S | -3,776 | 125.79 | 0 | -30 | | 917 | D | | | | | | | | | | | | | | |
4/30/26 13:58 | 4/29/26 | NOAH | Noah Holdings Ltd | | Financ | InvAdv | Investment Advice | Yin Zhe | | DO | CEO | 2 | M.d | 0 | 0.00 | 0 | 201 | 1 | 17,204 | I | | | | | | | | | | | | | | |
4/30/26 13:57 | 4/29/26 | NOAH | Noah Holdings Ltd | | Financ | InvAdv | Investment Advice | Pan Qing | | O | CFO | 2 | M.d | 0 | 0.00 | 0 | 227 | 33 | 926 | D | | | | | | | | | | | | | | |
4/30/26 13:55 | 4/29/26 | NOAH | Noah Holdings Ltd | | Financ | InvAdv | Investment Advice | Wang Jingbo (Norah) | | DT | | 2 | M.d | 0 | 0.00 | 0 | 201 | 0 | 68,735 | I | | | | | | | | | | | | | | |
4/17/26 17:24 | 4/15/26 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Sullivan Kathleen Patricia | IL | O | Principa | 2 | M.d | 0 | 0.00 | 0 | 21 | 43 | 72 | D | | | | | | | | | | | | | | |
4/17/26 17:24 | 4/15/26 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Bentley Pamela L | IL | O | CFO | 2 | M.d | 0 | 0.00 | 0 | 66 | | 43 | D | | | | | | | | | | | | | | |
4/9/26 17:20 | 4/9/26 | LGN | Legence Corp. | DE | Financ | InvAdv | Investment Advice | Blackstone Ema III L.L.C. | NY | T | | 1 | S.d | -831,282 | 54.00 | 0 | -15,394 | | 50,647 | I | | | | | | | | | | | | | | |
4/2/26 18:32 | 4/1/26 | HLI | Houlihan Lokey, Inc. | | Financ | InvAdv | Investment Advice | Crain Christopher M | CA | O | GC | 1 | S.d | -72 | 143.40 | 0 | -1 | -100 | 0 | D | | | | | | | | | | | | | | |
4/2/26 16:48 | 3/31/26 | MLTX | Moonlake Immunotherapeutics | DE | Financ | InvAdv | Investment Advice | Bvf Partners L P/Il | CA | DT | | 1 | S.d | -62,963 | 16.79 | 0 | -3,750 | | 1,039 | D | | | | | | | | | | | | | | |
4/1/26 16:08 | 3/31/26 | RPC | Ridgepost Capital, Inc. | DE | Financ | InvAdv | Investment Advice | Stewart Robert B Jr | TX | D | | 3 | P | 179 | 8.12 | 0 | 22 | 16 | 157 | D | | | | | | | | | | | | | | |
3/26/26 10:36 | 3/23/26 | RPC | Ridgepost Capital, Inc. | DE | Financ | InvAdv | Investment Advice | McCoy David M. | TX | DH | See Rema | 2 | P | 1,032 | 7.37 | 0 | 140 | 108 | 270 | D | | | | | | | | | | | | | | |
3/24/26 14:53 | 3/20/26 | HKHC | Horizon Kinetics Holding Corp | DE | Financ | InvAdv | Investment Advice | Stahl Murray | NY | DOT | CEO,CIO | 4 | P | 8 | 34.31 | 0 | 0 | 0 | 9,304 | M | | | | | | | | | | | | | | |
3/23/26 12:11 | 3/20/26 | HKHC | Horizon Kinetics Holding Corp | DE | Financ | InvAdv | Investment Advice | Nagelberg Allison | NY | D | | 1 | P | 5 | 33.96 | 0 | 0 | 60 | 0 | D | | | | | | | | | | | | | | |
3/20/26 17:34 | 3/19/26 | CG | Carlyle Group Inc. | DE | Financ | InvAdv | Investment Advice | Rubenstein David M. | DC | D | | 1 | S | -23,340 | 46.68 | 0 | -500 | | 27,400 | D | | | | | | | | | | | | | | |
3/19/26 19:37 | 3/17/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Hogbin Christopher | NY | O | CEO Asse | 2 | M.dm | 474 | 7.87 | 0 | 60 | | 12 | D | | | | | | | | | | | | | | |
3/19/26 19:37 | 3/18/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Hogbin Christopher | NY | O | CEO Asse | 2 | S.dm | -474 | 7.87 | 0 | -60 | | 12 | D | | | | | | | | | | | | | | |
3/19/26 19:24 | 3/17/26 | BMBL | Bumble Inc. | DE | Financ | InvAdv | Investment Advice | Bx Buzz Ml-1 Gp LLC | NY | T | | 1 | S | -26,246 | 3.51 | 0 | -7,478 | -100 | 26 | I | | | | | | | | | | | | | | |
3/19/26 12:31 | 3/18/26 | HKHC | Horizon Kinetics Holding Corp | DE | Financ | InvAdv | Investment Advice | Herndon Mark | NY | O | CFO | 1 | P | 3 | 33.03 | 0 | 0 | 67 | 0 | D | | | | | | | | | | | | | | |
3/19/26 12:10 | 3/18/26 | HKHC | Horizon Kinetics Holding Corp | DE | Financ | InvAdv | Investment Advice | Rosenthal Brent D | NY | D | | 1 | P | 25 | 33.05 | 0 | 1 | 75 | 2 | D | | | | | | | | | | | | | | |
3/18/26 17:58 | 3/16/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Orszag Peter Richard | NY | DO | CEO,CB | 2 | M.d | 2,819 | 13.59 | 0 | 208 | 999% | 211 | D | | | | | | | | | | | | | | |
3/18/26 17:58 | 3/17/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Orszag Peter Richard | NY | DO | CEO,CB | 2 | S.d | -2,819 | 13.59 | 0 | -208 | | 211 | D | | | | | | | | | | | | | | |
3/16/26 16:56 | 3/12/26 | VRTS | Virtus Investment Partners, Inc. | DE | Financ | InvAdv | Investment Advice | Morris W Howard | CT | D | | 1 | P | 524 | 129.47 | 0 | 4 | 143 | 7 | M | | | | | | | | | | | | | | |
3/16/26 16:33 | 3/13/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Donahue Thomas R | PA | DO | VP,CFO,T | 1 | S | -1,713 | 57.10 | 0 | -30 | | 1,108 | D | | | | | | | | | | | | | | |
3/16/26 16:32 | 3/12/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Uhlman Paul A | PA | O | VP | 2 | S | -4,734 | 56.27 | 0 | -84 | | 336 | D | | | | | | | | | | | | | | |
3/16/26 16:00 | 2/19/26 | RPC | Ridgepost Capital, Inc. | DE | Financ | InvAdv | Investment Advice | Charles K. Huebner Trust | TX | H | See Rema | 1 | P.m | 265 | 8.15 | 0 | 33 | 21 | 189 | D | | | | | | | | | | | | | | |
3/13/26 18:19 | 2/23/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Forbes Murray III | TX | O | CFO | 1 | S | -46 | 16.22 | 0 | -3 | | 66 | D | | | | | | | | | | | | | | |
3/13/26 17:31 | 2/23/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Casey Brian O | TX | DO | CEO | 1 | S | -307 | 16.22 | 0 | -19 | | 531 | D | | | | | | | | | | | | | | |
3/13/26 17:30 | 2/23/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Linton David O | TX | O | Head of | 1 | S | -43 | 16.22 | 0 | -3 | | 29 | D | | | | | | | | | | | | | | |
3/13/26 17:29 | 2/23/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Gomez Fabian | TX | O | P | 1 | S | -101 | 16.22 | 0 | -6 | | 123 | D | | | | | | | | | | | | | | |
3/13/26 17:28 | 2/23/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Helfert Adrian | TX | O | CIO,Mult | 1 | S | -175 | 16.22 | 0 | -11 | | 163 | D | | | | | | | | | | | | | | |
3/13/26 17:27 | 2/23/26 | WHG | Westwood Holdings Group Inc | DE | Financ | InvAdv | Investment Advice | Lockridge Matthew | TX | O | Head,U.S | 1 | S | -87 | 16.22 | 0 | -5 | | 78 | D | | | | | | | | | | | | | | |
3/12/26 16:30 | 3/10/26 | MDLN | Medline Inc. | DE | Financ | InvAdv | Investment Advice | Carlyle Group Inc. | DC | T | | 2 | S | -1,694,514 | 36.88 | 0 | -45,946 | | 210,041 | I | | | | | | | | | | | | | | |
3/12/26 16:15 | 3/10/26 | MDLN | Medline Inc. | DE | Financ | InvAdv | Investment Advice | Bcp 8 Holdings Mozart Manager L.L.C. | NY | T | | 1 | S | -1,128,269 | 40.51 | 0 | -27,853 | | 2,429 | I | | | | | | | | | | | | | | |
3/11/26 12:41 | 3/10/26 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Podzorov Megan | X0 | O | Chief Pe | 1 | S | -85 | 51.24 | 0 | -2 | | 12 | D | | | | | | | | | | | | | | |
3/10/26 17:01 | 3/6/26 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Williamson Sarah K | NY | D | | 1 | P | 581 | 290.43 | 0 | 2 | 18 | 13 | D | | | | | | | | | | | | | | |
3/10/26 15:48 | 6/14/24 | DHIL | Diamond Hill Investment Group Inc | OH | Financ | InvAdv | Investment Advice | Thomas L'Quentus | OH | D | | 1 | P.m | 12 | 150.69 | 0 | 0 | 3 | 3 | D | | | | | | | | | | | | | | |
3/9/26 18:26 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Wojcik Thomas M | FL | O | P,COO | 2 | M.d | 2,290 | 149.97 | 0 | 15 | 11 | 159 | D | | | | | | | | | | | | | | |
3/9/26 18:26 | 3/6/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Wojcik Thomas M | FL | O | P,COO | 2 | S.d | -2,290 | 149.97 | 0 | -15 | | 159 | D | | | | | | | | | | | | | | |
3/9/26 18:16 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Padiyar Kavita | FL | O | GC,Corp. | 2 | M.d | 612 | 136.39 | 0 | 4 | 12 | 43 | D | | | | | | | | | | | | | | |
3/9/26 18:16 | 3/9/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Padiyar Kavita | FL | O | GC,Corp. | 2 | S.d | -612 | 136.39 | 0 | -4 | | 43 | D | | | | | | | | | | | | | | |
3/9/26 18:07 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Horgen Jay C. | FL | DO | CEO | 1 | M.d | 0 | 0.00 | 0 | 18 | 3 | 571 | D | | | | | | | | | | | | | | |
3/9/26 18:02 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Ritchea Dava | FL | O | CFO | 1 | M.d | 0 | 0.00 | 0 | 1 | | 0 | D | | | | | | | | | | | | | | |
3/9/26 17:44 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Alvingham Karen L. | FL | D | | 1 | M.d | 0 | 0.00 | 0 | 1 | 7 | 13 | D | | | | | | | | | | | | | | |
3/9/26 17:35 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Starr Loren M | FL | D | | 1 | M.d | 0 | 0.00 | 0 | 1 | 51 | 2 | D | | | | | | | | | | | | | | |
3/9/26 17:23 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Palandjian Tracy P. | FL | D | | 1 | M.d | 0 | 0.00 | 0 | 1 | 6 | 15 | D | | | | | | | | | | | | | | |
3/9/26 17:20 | 3/5/26 | AMG | Affiliated Managers Group, Inc. | DE | Financ | InvAdv | Investment Advice | Franqui Annette | FL | D | | 1 | M.d | 0 | 0.00 | 0 | 1 | 83 | 1 | D | | | | | | | | | | | | | | |
3/6/26 16:00 | 2/14/26 | RPC | Ridgepost Capital, Inc. | DE | Financ | InvAdv | Investment Advice | Jon I. Madorsky Revocable Trust Dated December 1, 2008 | TX | H | See Rema | 1 | M.a | 0 | 0.00 | 0 | 42 | 10 | 477 | D | | | | | | | | | | | | | | |
3/6/26 16:00 | 3/5/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Van Meter Stephen | PA | O | VP,Chief | 1 | S | -25 | 56.50 | 0 | 0 | | 33 | D | | | | | | | | | | | | | | |
3/6/26 16:00 | 3/5/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Nusseibeh Saker Anwar | PA | O | CEO,Fede | 1 | S | -348 | 56.50 | 0 | -6 | | 160 | D | | | | | | | | | | | | | | |
3/6/26 16:00 | 3/5/26 | FHI | Federated Hermes, Inc. | PA | Financ | InvAdv | Investment Advice | Novak Richard A | PA | O | Principa | 1 | S | -49 | 56.49 | 0 | -1 | | 45 | D | | | | | | | | | | | | | | |
3/5/26 19:30 | 3/4/26 | KKR | Kkr & Co. Inc. | | Financ | InvAdv | Investment Advice | Barakett Timothy R | NY | D | | 1 | P | 4,724 | 94.47 | 0 | 50 | 21 | 288 | I | | | | | | | | | | | | | | |
3/4/26 19:46 | 3/4/26 | BTSG | Brightspring Health Services, Inc. | E9 | Financ | InvAdv | Investment Advice | Kkr Group Partnership L.P. | NY | T | | 1 | S | -807,546 | 40.96 | 0 | -19,715 | | 41,824 | I | | | | | | | | | | | | | | |
3/4/26 18:01 | 3/2/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Farr Tracy | NY | O | CFO | 1 | M.d | 0 | 0.00 | 0 | 6 | | 3 | D | | | | | | | | | | | | | | |
3/4/26 18:01 | 3/2/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Gathy Michael | NY | O | Chief Ac | 1 | M.d | 0 | 0.00 | 0 | 2 | | 1 | D | | | | | | | | | | | | | | |
3/4/26 18:01 | 3/2/26 | LAZ | Lazard, Inc. | DE | Financ | InvAdv | Investment Advice | Soto Alexandra | NY | O | COO | 1 | M.d | 0 | 0.00 | 0 | 65 | 78 | 148 | D | | | | | | | | | | | | | | |
3/3/26 19:15 | 2/27/26 | JHG | Janus Henderson Group Plc | Y9 | Financ | InvAdv | Investment Advice | Cassidy William B | X0 | O | CTO | 1 | S | -886 | 52.27 | 0 | -17 | | 114 | D | | | | | | | | | | | | | | |
3/3/26 18:49 | 2/27/26 | FOA | Finance of America Companies Inc. | DE | Financ | InvAdv | Investment Advice | Blackstone Tactical Opportunities Fund - U - Nq L.L.C. | NY | T | | 1 | S.d | -15,961 | 10.00 | 0 | -1,596 | -100 | 0 | I | | | | | | | | | | | | | | |
3/3/26 17:00 | 3/2/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Cornwell Kievdi Don | NY | D | | 1 | M.d | 0 | 0.00 | 0 | 19 | 240 | 27 | D | | | | | | | | | | | | | | |
3/3/26 17:00 | 3/2/26 | PJT | Pjt Partners Inc. | DE | Financ | InvAdv | Investment Advice | Lee Ji-Yeun | NY | O | Managing | 1 | M.d | 0 | 0.00 | 0 | 13 | 17 | 88 | D | | | | | | | | | | | | | | |
3/3/26 16:44 | 3/1/26 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Pollock Frederick | IL | O | Chief In | 1 | M.d | 0 | 0.00 | 0 | 100 | 15 | 761 | D | | | | | | | | | | | | | | |
3/3/26 16:34 | 2/27/26 | KKR | Kkr & Co. Inc. | | Financ | InvAdv | Investment Advice | Nuttall Scott C | NY | DO | Co-CEO | 1 | P | 4,391 | 87.81 | 0 | 50 | 0 | 20,319 | D | | | | | | | | | | | | | | |
3/3/26 16:34 | 2/27/26 | KKR | Kkr & Co. Inc. | | Financ | InvAdv | Investment Advice | Bae Joseph Y | NY | DO | Co-CEO | 1 | P | 4,428 | 88.56 | 0 | 50 | 0 | 18,506 | I | | | | | | | | | | | | | | |
3/3/26 16:34 | 3/2/26 | KKR | Kkr & Co. Inc. | | Financ | InvAdv | Investment Advice | Dillon Mary N | NY | D | | 1 | P | 2,022 | 90.96 | 0 | 22 | 77 | 51 | I | | | | | | | | | | | | | | |
2/27/26 16:12 | 2/26/26 | GCMG | Gcm Grosvenor Inc. | DE | Financ | InvAdv | Investment Advice | Blanton Angela | IL | D | | 1 | S.m | -489 | 11.87 | 0 | -41 | | 46 | D | | | | | | | | | | | | | | |
2/27/26 09:04 | 2/26/26 | TROW | Price T Rowe Group Inc | MD | Financ | InvAdv | Investment Advice | Maclellan Robert F. | MD | D | | 1 | M.d | 327 | 74.14 | 0 | 4 | 9 | 53 | D | | | | | | | | | | | | | | |
2/25/26 16:46 | 2/23/26 | STEP | Stepstone Group Inc. | | Financ | InvAdv | Investment Advice | Mitchell Steven R | NY | D | | 1 | P | 566 | 44.23 | 0 | 13 | | 13 | D | | | | | | | | | | | | | | |
2/25/26 16:06 | 2/24/26 | HLNE | Hamilton Lane Inc | DE | Financ | InvAdv | Investment Advice | Berkman David J | PA | D | | 1 | P | 1,010 | 101.00 | 0 | 10 | 40 | 35 | I | | | | | | | | | | | | | | |
2/24/26 18:50 | 2/20/26 | ARES | Ares Management Corp | DE | Financ | InvAdv | Investment Advice | Olian Judy D. | CA | D | | 1 | P | 60 | 124.43 | 0 | 0 | 2 | 30 | D | | | | | | | | | | | | | | |
2/24/26 16:07 | 2/20/26 | HLNE | Hamilton Lane Inc | DE | Financ | InvAdv | Investment Advice | Hirsch Erik R. | PA | DOT | Co-CEO | 1 | P.d | 988 | 107.13 | 0 | 9 | 1 | 880 | D | | | | | | | | | | | | | | |
2/24/26 16:07 | 2/20/26 | HLNE | Hamilton Lane Inc | DE | Financ | InvAdv | Investment Advice | Delgado-Moreira Juan | PA | DOT | Co-CEO | 1 | P.d | 989 | 107.24 | 0 | 9 | 1 | 1,338 | D | | | | | | | | | | | | | | |
2/24/26 16:06 | 2/20/26 | HLNE | Hamilton Lane Inc | DE | Financ | InvAdv | Investment Advice | Kramer Andrea Anigati | PA | OT | COO | 1 | P.d | 250 | 107.53 | 0 | 2 | 1 | 220 | D | | | | | | | | | | | | | | |
2/24/26 16:06 | 2/20/26 | HLNE | Hamilton Lane Inc | DE | Financ | InvAdv | Investment Advice | Giannini Mario L | PA | OT | Exec Co | 1 | P.d | 990 | 107.32 | 0 | 9 | 1 | 1,418 | D | | | | | | | | | | | | | | |
2/23/26 18:56 | 2/19/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Riehl Nick | NY | O | Principa | 1 | M.d | 0 | 0.00 | 0 | 0 | | 0 | D | | | | | | | | | | | | | | |
2/23/26 18:56 | 2/19/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Watanabe Osamu R. | NY | O | GC,Secre | 2 | M.d | 172 | 14.36 | 0 | 12 | | 5 | D | | | | | | | | | | | | | | |
2/23/26 18:56 | 2/19/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Watanabe Osamu R. | NY | O | GC,Secre | 2 | S.d | -172 | 14.36 | 0 | -12 | | 5 | D | | | | | | | | | | | | | | |
2/23/26 18:55 | 2/19/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Callesano Christopher | NY | O | CFO | 1 | M.d | 0 | 0.00 | 0 | 2 | 999% | 2 | D | | | | | | | | | | | | | | |
2/23/26 18:55 | 2/19/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Pilcher Ciafone Katherine | NY | O | COO | 1 | M.d | 0 | 0.00 | 0 | 5 | 158 | 8 | D | | | | | | | | | | | | | | |
2/23/26 18:54 | 2/19/26 | MC | Moelis & Co | DE | Financ | InvAdv | Investment Advice | Cantor Eric | NY | DO | Vice CB, | 1 | M.d | 0 | 0.00 | 0 | 32 | 16 | 237 | D | | | | | | | | | | | | | | |