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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 MichaelILOCFO3M.d231152.9602725D
5/19/26 19:39
5/15/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceHolt MichaelILOCFO3S.d-231152.960-225D
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 19:17
5/15/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceLovisotto FernandoOHead of 22S.dm-2,10810.310-2041,214I
5/18/26 19:16
5/15/26
VINPVinci Compass Investments Ltd.E9FinancInvAdvInvestment AdviceRibeiro Sergio PassosOCFO22S.dm-83910.000-84807I
5/18/26 16:51
5/14/26
WHGWestwood Holdings Group IncDEFinancInvAdvInvestment AdviceByrne Susan MTXHDirector10S.m-34116.330-21302D
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 17:41
5/14/26
MORNMorningstar, Inc.ILFinancInvAdvInvestment AdviceMansueto Joseph DILDOTExec CB8S.m-19,626170.310-11514,603D
5/15/26 16:24
5/15/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceGermain Peter JPAOEVP,CLO,1S-27154.300-5212D
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 RuthNYD2P123127.1001251M
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.FLD2S.d-300160.780-25D
5/8/26 17:15
5/6/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceRyan David ChristopherFLD2S.d-1,038243.100-44D
5/8/26 17:00
5/6/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceTravin David AdamNYOGC2S.d-45756.790-85D
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 TNYOCFO2S.d-1,22669.530-1866D
5/1/26 16:21
5/1/26
BXBlackstone Inc.DEFinancInvAdvInvestment AdviceSawhney VikrantNYOChief Ad1S-3,776125.790-30917D
4/30/26 13:58
4/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceYin ZheDOCEO2M.d00.000201117,204I
4/30/26 13:57
4/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdvicePan QingOCFO2M.d00.00022733926D
4/30/26 13:55
4/29/26
NOAHNoah Holdings LtdFinancInvAdvInvestment AdviceWang Jingbo (Norah)DT2M.d00.000201068,735I
4/17/26 17:24
4/15/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceSullivan Kathleen PatriciaILOPrincipa2M.d00.000214372D
4/17/26 17:24
4/15/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBentley Pamela LILOCFO2M.d00.0006643D
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 JrTXD3P1798.1202216157D
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
3/19/26 12:31
3/18/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceHerndon MarkNYOCFO1P333.0300670D
3/19/26 12:10
3/18/26
HKHCHorizon Kinetics Holding CorpDEFinancInvAdvInvestment AdviceRosenthal Brent DNYD1P2533.0501752D
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 16:32
3/12/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceUhlman Paul APAOVP2S-4,73456.270-84336D
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.DCT2S-1,694,51436.880-45,946210,041I
3/12/26 16:15
3/10/26
MDLNMedline Inc.DEFinancInvAdvInvestment AdviceBcp 8 Holdings Mozart Manager L.L.C.NYT1S-1,128,26940.510-27,8532,429I
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
3/9/26 18:26
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceWojcik Thomas MFLOP,COO2M.d2,290149.9701511159D
3/9/26 18:26
3/6/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceWojcik Thomas MFLOP,COO2S.d-2,290149.970-15159D
3/9/26 18:16
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePadiyar KavitaFLOGC,Corp.2M.d612136.39041243D
3/9/26 18:16
3/9/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePadiyar KavitaFLOGC,Corp.2S.d-612136.390-443D
3/9/26 18:07
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceHorgen Jay C.FLDOCEO1M.d00.000183571D
3/9/26 18:02
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceRitchea DavaFLOCFO1M.d00.00010D
3/9/26 17:44
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceAlvingham Karen L.FLD1M.d00.0001713D
3/9/26 17:35
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceStarr Loren MFLD1M.d00.0001512D
3/9/26 17:23
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdvicePalandjian Tracy P.FLD1M.d00.0001615D
3/9/26 17:20
3/5/26
AMGAffiliated Managers Group, Inc.DEFinancInvAdvInvestment AdviceFranqui AnnetteFLD1M.d00.0001831D
3/6/26 16:00
2/14/26
RPCRidgepost Capital, Inc.DEFinancInvAdvInvestment AdviceJon I. Madorsky Revocable Trust Dated December 1, 2008TXHSee Rema1M.a00.0004210477D
3/6/26 16:00
3/5/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceVan Meter StephenPAOVP,Chief1S-2556.500033D
3/6/26 16:00
3/5/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNusseibeh Saker AnwarPAOCEO,Fede1S-34856.500-6160D
3/6/26 16:00
3/5/26
FHIFederated Hermes, Inc.PAFinancInvAdvInvestment AdviceNovak Richard APAOPrincipa1S-4956.490-145D
3/5/26 19:30
3/4/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceBarakett Timothy RNYD1P4,72494.4705021288I
3/4/26 19:46
3/4/26
BTSGBrightspring Health Services, Inc.E9FinancInvAdvInvestment AdviceKkr Group Partnership L.P.NYT1S-807,54640.960-19,71541,824I
3/4/26 18:01
3/2/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceFarr TracyNYOCFO1M.d00.00063D
3/4/26 18:01
3/2/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceGathy MichaelNYOChief Ac1M.d00.00021D
3/4/26 18:01
3/2/26
LAZLazard, Inc.DEFinancInvAdvInvestment AdviceSoto AlexandraNYOCOO1M.d00.0006578148D
3/3/26 19:15
2/27/26
JHGJanus Henderson Group PlcY9FinancInvAdvInvestment AdviceCassidy William BX0OCTO1S-88652.270-17114D
3/3/26 18:49
2/27/26
FOAFinance of America Companies Inc.DEFinancInvAdvInvestment AdviceBlackstone Tactical Opportunities Fund - U - Nq L.L.C.NYT1S.d-15,96110.000-1,596-1000I
3/3/26 17:00
3/2/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceCornwell Kievdi DonNYD1M.d00.0001924027D
3/3/26 17:00
3/2/26
PJTPjt Partners Inc.DEFinancInvAdvInvestment AdviceLee Ji-YeunNYOManaging1M.d00.000131788D
3/3/26 16:44
3/1/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdvicePollock FrederickILOChief In1M.d00.00010015761D
3/3/26 16:34
2/27/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceNuttall Scott CNYDOCo-CEO1P4,39187.81050020,319D
3/3/26 16:34
2/27/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceBae Joseph YNYDOCo-CEO1P4,42888.56050018,506I
3/3/26 16:34
3/2/26
KKRKkr & Co. Inc.FinancInvAdvInvestment AdviceDillon Mary NNYD1P2,02290.960227751I
2/27/26 16:12
2/26/26
GCMGGcm Grosvenor Inc.DEFinancInvAdvInvestment AdviceBlanton AngelaILD1S.m-48911.870-4146D
2/27/26 09:04
2/26/26
TROWPrice T Rowe Group IncMDFinancInvAdvInvestment AdviceMaclellan Robert F.MDD1M.d32774.1404953D
2/25/26 16:46
2/23/26
STEPStepstone Group Inc.FinancInvAdvInvestment AdviceMitchell Steven RNYD1P56644.2301313D
2/25/26 16:06
2/24/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceBerkman David JPAD1P1,010101.000104035I
2/24/26 18:50
2/20/26
ARESAres Management CorpDEFinancInvAdvInvestment AdviceOlian Judy D.CAD1P60124.4300230D
2/24/26 16:07
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceHirsch Erik R.PADOTCo-CEO1P.d988107.13091880D
2/24/26 16:07
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceDelgado-Moreira JuanPADOTCo-CEO1P.d989107.240911,338D
2/24/26 16:06
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceKramer Andrea AnigatiPAOTCOO1P.d250107.53021220D
2/24/26 16:06
2/20/26
HLNEHamilton Lane IncDEFinancInvAdvInvestment AdviceGiannini Mario LPAOTExec Co1P.d990107.320911,418D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceRiehl NickNYOPrincipa1M.d00.00000D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,Secre2M.d17214.360125D
2/23/26 18:56
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceWatanabe Osamu R.NYOGC,Secre2S.d-17214.360-125D
2/23/26 18:55
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceCallesano ChristopherNYOCFO1M.d00.0002999%2D
2/23/26 18:55
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdvicePilcher Ciafone KatherineNYOCOO1M.d00.00051588D
2/23/26 18:54
2/19/26
MCMoelis & CoDEFinancInvAdvInvestment AdviceCantor EricNYDOVice CB,1M.d00.0003216237D

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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