| TC | Stat | Stk | Ins | Fil | +d | +w | +m | +q | +h | +y | avg | 
|---|
| Filing Date | T Date | Ticker | Issuer | Inc | Sector | Ind | Industry | Owner | oSt | Rel | Title | #f | T | TVal | Price | L | Qty | oc | Own | H | r2y | r1y | r6m | r3m | r6w | r3w | r7d | r3d | f1d | f1w | f1m | f3m | f6m | f1y | 
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 10/22/25 17:13 | 10/20/25 | CNS | Cohen & Steers, Inc. | DE | Financ | InvAdv | Investment Advice | Steers Robert Hamilton | NY | DOT | Exec CB | 1 | P.m | 2,846 | 70.21 | 0 | 41 | 0 | 11,865 | I | ||||||||||||||
| 9/10/25 11:15 | 9/9/25 | HKHC | Horizon Kinetics Holding Corp | DE | Financ | InvAdv | Investment Advice | Stahl Murray | NY | DOT | CEO,CIO | 17 | P | 14 | 38.36 | 0 | 0 | 0 | 9,303 | M | ||||||||||||||
| 9/3/25 09:30 | 9/2/25 | HKHC | Horizon Kinetics Holding Corp | DE | Financ | InvAdv | Investment Advice | Rosenthal Brent D | NY | D | 1 | P | 11 | 38.00 | 0 | 0 | 75 | 1 | D | |||||||||||||||
| 8/29/25 16:17 | 8/29/25 | SELF | Global Self Storage, Inc. | DE | Financ | InvAdv | Investment Advice | Winmill & Co. Inc | NY | H | See "Exp | 4 | P.m | 189 | 5.32 | 0 | 36 | 88 | 76 | D | ||||||||||||||
| 8/28/25 12:36 | 8/27/25 | HKHC | Horizon Kinetics Holding Corp | DE | Financ | InvAdv | Investment Advice | Brennan Alice C | NY | D | 1 | P | 4 | 38.00 | 0 | 0 | 11 | 1 | D | |||||||||||||||
| 8/13/25 16:43 | 8/11/25 | BX | Blackstone Inc. | DE | Financ | InvAdv | Investment Advice | Porat Ruth | NY | D | 1 | P | 47 | 170.43 | 0 | 0 | 1 | 47 | M | 
| D | Derivative transaction in filing (usually option exercise) | 
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price | 
| A | Amended filing | 
| E | Error detected in filing | 
| S - Sale | Sale of securities on an exchange or to another person | 
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) | 
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company | 
| P - Purchase | Purchase of securities on an exchange or from another person |