X |
Filing Date |
Trade Date |
Ticker |
Company Name | Insider Name | Title |
Trade Type |
Price |
Qty |
Owned |
ΔOwn |
Value |
1d |
1w |
1m |
6m |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024-07-03 | BX | Blackstone Inc. | Baratta Joseph | Dir | S - Sale | $123.00 | -116,448 | 921,184 | -11% | -$14,323,104 | ||||||
| D | 2024-06-28 | HLI | Houlihan Lokey, Inc. | Gold Irwin | CO-COB, 10% | S - Sale+OE | $135.25 | -9,902 | 0 | -100% | -$1,339,246 | |||||
2024-07-05 | BXSY | Bexil Investment Trust | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $12.51 | +3,804 | 11,759 | +48% | +$47,588 | ||||||
2024-07-02 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $4.74 | -5,769 | 479,478 | -1% | -$27,345 | ||||||
| M | 2024-07-01 | QDEL | Quidelortho Corp | Carlyle Group Inc. | 10% | S - Sale | $31.77 | -167,564 | 11,353,187 | -1% | -$5,323,652 | |||||
2024-07-03 | BXSY | Bexil Investment Trust | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $12.54 | +1,021 | 7,955 | +15% | +$12,803 | ||||||
2024-07-02 | MORN | Morningstar, Inc. | Dubinsky Jason | CFO | S - Sale | $300.11 | -3,400 | 20,181 | -14% | -$1,020,380 | ||||||
2024-07-01 | BXSY | Bexil Investment Trust | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $12.52 | +6,934 | 6,934 | New | +$86,814 | ||||||
2024-06-28 | MORN | Morningstar, Inc. | Lyons William M | Dir | S - Sale | $294.21 | -750 | 15,840 | -5% | -$220,658 | ||||||
| M | 2024-06-27 | QDEL | Quidelortho Corp | Carlyle Group Inc. | 10% | S - Sale | $33.27 | -96,317 | 11,520,751 | -1% | -$3,204,650 | |||||
2024-06-27 | DHIL | Diamond Hill Investment Group Inc | Quinif Jo Ann | Pres of DHCM | P - Purchase | $139.24 | +400 | 21,708 | +2% | +$55,696 | ||||||
| M | 2024-06-27 | DHIL | Diamond Hill Investment Group Inc | Brilliant Heather E | CEO | P - Purchase | $139.72 | +550 | 47,362 | +1% | +$76,845 | |||||
| M | 2024-06-25 | QDEL | Quidelortho Corp | Carlyle Group Inc. | 10% | S - Sale | $33.11 | -148,954 | 11,617,068 | -1% | -$4,931,883 | |||||
| D | 2024-06-24 | PX | P10, Inc. | Abell Alexander I. | See Remarks | S - Sale+OE | $8.30 | -15,621 | 400,000 | -4% | -$129,654 | |||||
2024-06-21 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale | $131.94 | -125,000 | 1,180,052 | -10% | -$16,492,637 | ||||||
2024-06-21 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $131.94 | -150,000 | 1,105,052 | -12% | -$19,790,618 | ||||||
2024-06-21 | PX | P10, Inc. | McCoy David M. | See Remarks | P - Purchase | $8.21 | +20,000 | 99,545 | +25% | +$164,200 | ||||||
| M | 2024-06-21 | QDEL | Quidelortho Corp | Carlyle Group Inc. | 10% | S - Sale | $34.69 | -142,293 | 11,766,022 | -1% | -$4,936,170 | |||||
2024-06-24 | MORN | Morningstar, Inc. | Tsay Caroline J | Dir | S - Sale | $296.98 | -290 | 3,925 | -7% | -$86,124 | ||||||
2024-06-21 | BEN | Franklin Resources Inc | Johnson Charles B | 10% | P - Purchase | $22.80 | +200,000 | 92,786,533 | 0% | +$4,559,040 | ||||||
| M | 2024-06-18 | QDEL | Quidelortho Corp | Carlyle Group Inc. | 10% | S - Sale | $35.34 | -115,748 | 11,908,315 | -1% | -$4,090,223 | |||||
2024-06-20 | TGAN | Transphorm, Inc. | Kkr Phorm Investors L.P. | 10% | S - Sale | $5.10 | -24,411,968 | 0 | -100% | -$124,501,037 | ||||||
2024-06-18 | BEN | Franklin Resources Inc | Johnson Charles B | 10% | P - Purchase | $22.29 | +100,000 | 92,586,533 | 0% | +$2,229,000 | ||||||
| M | 2024-06-14 | QDEL | Quidelortho Corp | Carlyle Group Inc. | 10% | S - Sale | $36.10 | -227,623 | 12,024,063 | -2% | -$8,218,005 | |||||
2024-06-13 | PX | P10, Inc. | Charles K. Huebner Trust | See Remarks | P - Purchase | $7.95 | +12,500 | 51,799 | +32% | +$99,375 | ||||||
2024-06-17 | FHI | Federated Hermes, Inc. | Van Meter Stephen | VP, Chief Compliance Officer | S - Sale | $31.47 | -1,079 | 31,839 | -3% | -$33,954 | ||||||
2024-06-17 | FHI | Federated Hermes, Inc. | Uhlman Paul A | VP | S - Sale | $31.43 | -994 | 298,578 | 0% | -$31,238 | ||||||
| M | 2024-06-12 | QDEL | Quidelortho Corp | Carlyle Group Inc. | 10% | S - Sale | $38.46 | -208,497 | 12,251,686 | -2% | -$8,018,460 | |||||
2024-06-11 | STEP | Stepstone Group Inc. | Mitchell Steven R | Dir, 10% | S - Sale | $44.34 | -27,500 | 0 | -100% | -$1,219,350 | ||||||
| AM | 2021-09-27 | STEP | Stepstone Group Inc. | Mitchell Steven R | Dir, 10% | S - Sale | $43.63 | -35,000 | 27,500 | -56% | -$1,527,082 | |||||
| M | 2024-06-10 | STEP | Stepstone Group Inc. | Keck Thomas | See Remarks | S - Sale | $45.10 | -92,965 | 4,356,407 | -2% | -$4,192,297 | |||||
2024-06-10 | AMK | Assetmark Financial Holdings, Inc. | Zyla Gary G. | EVP, CFO | S - Sale | $34.40 | -7,786 | 92,795 | -8% | -$267,817 | ||||||
2024-06-10 | AMK | Assetmark Financial Holdings, Inc. | Minta-Jacobs Esi | HR, Digital Product Solutions | S - Sale | $34.40 | -2,529 | 66,766 | -4% | -$86,998 | ||||||
2024-06-10 | AMK | Assetmark Financial Holdings, Inc. | Mehta Mukesh | EVP, CIO | S - Sale | $34.40 | -8,880 | 304,791 | -3% | -$305,461 | ||||||
2024-06-10 | AMK | Assetmark Financial Holdings, Inc. | McNatt Joel David Jr | EVP, Investment Solutions | S - Sale | $34.40 | -5,267 | 53,926 | -9% | -$181,203 | ||||||
2024-06-10 | AMK | Assetmark Financial Holdings, Inc. | Kim Michael | CEO, Pres | S - Sale | $34.40 | -9,445 | 398,652 | -2% | -$324,893 | ||||||
2024-06-10 | AMK | Assetmark Financial Holdings, Inc. | Hansen Carrie E. | EVP, COO | S - Sale | $34.40 | -10,611 | 134,582 | -7% | -$365,025 | ||||||
2024-06-10 | AMK | Assetmark Financial Holdings, Inc. | Angus Ted F. | EVP, GC | S - Sale | $34.40 | -9,634 | 113,811 | -8% | -$331,406 | ||||||
2024-06-07 | ARES | Ares Management Corp | Olian Judy D. | Dir | S - Sale | $134.00 | -3,417 | 27,312 | -11% | -$457,865 | ||||||
2024-06-06 | ALTI | Alti Global, Inc. | Ilwaddi Holdings | 10% | P - Purchase | $4.72 | +20,000 | 17,984,584 | 0% | +$94,400 | ||||||
2024-06-05 | OAK.P | Brookfield Oaktree Holdings, LLC | Perry Mansco III | Dir | S - Sale | $21.65 | -1,000 | 0 | -100% | -$21,650 | ||||||
| M | 2024-06-04 | ALTI | Alti Global, Inc. | Ilwaddi Holdings | 10% | P - Purchase | $4.90 | +31,319 | 17,964,584 | 0% | +$153,452 | |||||
| M | 2024-06-04 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $292.78 | -7,016 | 15,544,575 | 0% | -$2,054,174 | |||||
2024-06-04 | MORN | Morningstar, Inc. | Lyons William M | Dir | S - Sale | $289.07 | -750 | 33,930 | -2% | -$216,803 | ||||||
| M | 2024-06-03 | STEP | Stepstone Group Inc. | Keck Thomas | See Remarks | S - Sale | $45.02 | -7,035 | 4,449,372 | 0% | -$316,725 | |||||
| D | 2024-06-03 | ALTI | Alti Global, Inc. | Tiedemann Michael | CEO | P - Purchase | $4.86 | +47,373 | 623,110 | +8% | +$230,460 | |||||
| M | 2024-05-31 | LAZ | Lazard, Inc. | Jacobs Kenneth M | Exec COB | S - Sale | $40.20 | -259,605 | 2,468,396 | -10% | -$10,436,969 | |||||
| M | 2024-05-31 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale | $140.09 | -125,000 | 1,305,052 | -9% | -$17,511,466 | |||||
2024-05-31 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $140.41 | -100,000 | 1,255,052 | -7% | -$14,041,185 | ||||||
| M | 2024-05-31 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $288.59 | -13,597 | 15,551,591 | 0% | -$3,923,937 | |||||
| D | 2024-06-04 | HLI | Houlihan Lokey, Inc. | Preiser David A | CO-Pres | S - Sale+OE | $133.21 | -20,000 | 0 | -100% | -$2,664,200 | |||||
2024-06-03 | PJT | Pjt Partners Inc. | Lee Ji-Yeun | Managing Partner | S - Sale | $107.28 | -10,000 | 71,433 | -12% | -$1,072,750 | ||||||
| D | 2024-06-03 | HLI | Houlihan Lokey, Inc. | Crain Christopher M | GC | S - Sale+OE | $133.49 | -1,000 | 0 | -100% | -$133,490 | |||||
2024-06-03 | STEP | Stepstone Group Inc. | Park David Y | CFO | S - Sale | $44.13 | -2,500 | 27,217 | -8% | -$110,325 | ||||||
2024-06-03 | DHIL | Diamond Hill Investment Group Inc | Cooley Richard Scott | Dir | P - Purchase | $150.00 | +500 | 8,387 | +6% | +$75,000 | ||||||
2024-05-29 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $5.04 | -14,134 | 485,247 | -3% | -$71,235 | ||||||
2024-05-30 | STEP | Stepstone Group Inc. | Hoffmeister David F | Dir | P - Purchase | $44.29 | +22,500 | 45,853 | +96% | +$996,525 | ||||||
| M | 2024-05-29 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $287.22 | -5,964 | 15,565,188 | 0% | -$1,712,986 | |||||
2024-05-28 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $296.65 | -236 | 15,571,152 | 0% | -$70,010 | ||||||
2024-05-23 | BV | Brightview Holdings, Inc. | Kkr Group Partnership L.P. | 10% | S - Sale | $12.48 | -17,500,000 | 33,133,123 | -35% | -$218,400,000 | ||||||
| M | 2024-05-23 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $297.28 | -6,197 | 15,571,388 | 0% | -$1,842,258 | |||||
2024-05-28 | FHI | Federated Hermes, Inc. | Uhlman Paul A | VP | S - Sale | $33.00 | -975 | 299,572 | 0% | -$32,175 | ||||||
2024-05-28 | FHI | Federated Hermes, Inc. | Germain Peter J | EVP, CLO, Sec. | S - Sale | $33.02 | -392 | 212,644 | 0% | -$12,944 | ||||||
2024-05-22 | CNS | Cohen & Steers, Inc. | Cheigh Jon | Chief Investment Officer, EVP | S - Sale | $72.57 | -7,159 | 167,658 | -4% | -$519,529 | ||||||
| M | 2024-05-21 | ALTI | Alti Global, Inc. | Tiedemann Michael | CEO | P - Purchase | $4.44 | +63,368 | 595,737 | +12% | +$281,207 | |||||
2024-05-21 | GTES | Gates Industrial Corp Plc | Blackstone Inc. | 10% | S - Sale | $16.33 | -20,125,000 | 1,097,695 | -95% | -$328,641,250 | ||||||
| M | 2024-05-21 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $299.03 | -13,009 | 15,577,585 | 0% | -$3,890,140 | |||||
| M | 2024-05-17 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $299.78 | -9,519 | 15,590,594 | 0% | -$2,853,561 | |||||
| M | 2024-05-17 | VRTS | Virtus Investment Partners, Inc. | Mandinach Barry M. | EVP, Head of Distribution | S - Sale | $234.00 | -7,963 | 12,418 | -39% | -$1,863,342 | |||||
| M | 2024-05-16 | ALTI | Alti Global, Inc. | Tiedemann Michael | CEO | P - Purchase | $4.61 | +100,000 | 532,369 | +23% | +$461,200 | |||||
2024-05-16 | ALTI | Alti Global, Inc. | Moran Kevin P. | See Remarks | S - Sale | $4.70 | -10,047 | 165,137 | -6% | -$47,221 | ||||||
2024-05-16 | AMP | Ameriprise Financial Inc | Sharpe Robert Francis Jr | Dir | S - Sale | $438.07 | -1,500 | 16,825 | -8% | -$657,101 | ||||||
2024-05-16 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Asset Management | S - Sale | $4.62 | -13,604 | 499,381 | -3% | -$62,850 | ||||||
| M | 2024-05-15 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $300.83 | -10,866 | 15,600,113 | 0% | -$3,268,820 | |||||
| DM | 2024-05-15 | ARES | Ares Management Corp | Arougheti Michael J | Co-Founder, CEO, Pres | S - Sale+OE | $148.03 | -250,000 | 1,375,000 | -15% | -$37,006,688 | |||||
2024-05-15 | DHIL | Diamond Hill Investment Group Inc | Laird James F Jr | Dir | S - Sale | $158.40 | -2,500 | 28,000 | -8% | -$396,000 | ||||||
| M | 2024-05-14 | ALTI | Alti Global, Inc. | Keaney Timothy F | Pres, Asset Management | P - Purchase | $4.56 | +84,210 | 97,321 | +642% | +$383,702 | |||||
2024-05-14 | ALTI | Alti Global, Inc. | Moran Kevin P. | See Remarks | S - Sale | $4.70 | -591 | 175,184 | 0% | -$2,778 | ||||||
| M | 2024-05-13 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $296.85 | -6,239 | 15,610,979 | 0% | -$1,852,016 | |||||
| D | 2024-05-13 | APP | Applovin Corp | Kkr Group Partnership L.P. | 10% | S - Sale+OE | $83.36 | -17,500,000 | 136,794 | -99% | -$1,458,800,000 | |||||
| M | 2024-05-13 | DHIL | Diamond Hill Investment Group Inc | Line Thomas Edward | CFO | S - Sale | $157.01 | -3,500 | 14,145 | -20% | -$549,525 | |||||
2024-05-13 | MC | Moelis & Co | Mahmoodzadegan Navid | Co-Pres, MD | S - Sale | $54.92 | -44,980 | 0 | -100% | -$2,470,302 | ||||||
| M | 2024-05-09 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $298.16 | -11,513 | 15,617,218 | 0% | -$3,432,675 | |||||
2024-05-10 | MORN | Morningstar, Inc. | Kaplan Steven N | Dir | S - Sale | $298.13 | -1,250 | 43,177 | -3% | -$372,663 | ||||||
| D | 2024-05-09 | ELDN | Eledon Pharmaceuticals, Inc. | Bvf Partners L P/il | 10% | P - Purchase | $0.00 | +1,927,937 | 220,460 | -113% | +$0 | |||||
| M | 2024-05-09 | MC | Moelis & Co | Moelis Kenneth | COB, CEO | S - Sale | $54.04 | -77,102 | 5,339 | -94% | -$4,166,789 | |||||
2024-05-08 | APO | Apollo Global Management, Inc. | Kelly Martin | CFO | S - Sale | $111.29 | -30,000 | 356,364 | -8% | -$3,338,687 | ||||||
| M | 2024-05-07 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $300.43 | -7,758 | 15,628,731 | 0% | -$2,330,767 | |||||
2024-05-08 | OWL | Blue Owl Capital Inc. | Polland Andrew Robert | COO | S - Sale | $0.00 | -124,335 | 289,431 | -30% | -$0 | ||||||
2024-05-06 | BX | Blackstone Inc. | Porat Ruth | Dir | P - Purchase | $119.58 | +277 | 42,850 | +1% | +$33,121 | ||||||
| D | 2024-05-06 | OWL | Blue Owl Capital Inc. | Laurino Andrew Charles | Senior MD | S - Sale+OE | $0.00 | -19,600,000 | 1,623,391 | -92% | -$0 | |||||
| D | 2024-05-06 | OWL | Blue Owl Capital Inc. | Ward Sean Jason | Senior MD | S - Sale+OE | $0.00 | -19,600,000 | 2,078,022 | -90% | -$0 | |||||
| D | 2024-05-06 | OWL | Blue Owl Capital Inc. | Rees Michael Douglass | Co-Pres | S - Sale+OE | $0.00 | -19,600,000 | 2,619,032 | -88% | -$0 | |||||
2024-02-15 | JHG | Janus Henderson Group Plc | Dolan Kevin B | Dir | S - Sale | $30.99 | -3,318 | 16,853 | -16% | -$102,825 | ||||||
| M | 2024-05-03 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $296.14 | -16,440 | 15,636,489 | 0% | -$4,868,580 | |||||
| A | 2024-04-30 | SAMG | Silvercrest Asset Management Group Inc. | Long Path Smaller Companies Fund, LP | 10% | P - Purchase | $15.05 | +5,112 | 940,798 | +1% | +$76,936 | |||||
| M | 2024-05-01 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $288.42 | -16,646 | 15,652,929 | 0% | -$4,800,991 | |||||
2024-04-30 | SAMG | Silvercrest Asset Management Group Inc. | Long Path Smaller Companies Fund, LP | 10% | P - Purchase | $15.05 | +5,112 | 940,798 | +1% | +$76,936 | ||||||
| D | 2024-04-30 | APAM | Artisan Partners Asset Management Inc. | Ramirez Gregory K | EVP, 10% | S - Sale+OE | $0.00 | -2,195 | 69,784 | -3% | -$0 | |||||
2024-04-24 | CBL | Cbl & Associates Properties Inc | Oaktree Capital Group Holdings Gp, LLC | 10% | S - Sale | $21.75 | -7,131 | 4,005,127 | 0% | -$155,099 |
| A | Amended filing |
| D | Derivative transaction in filing (usually option exercise) |
| E | Error detected in filing |
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price |
| 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 |