X |
Filing Date |
Trade Date |
Ticker |
Company Name | Insider Name | Title |
Trade Type |
Price |
Qty |
Owned |
ΔOwn |
Value |
1d |
1w |
1m |
6m |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-03-10 | CRGY | Crescent Energy Co | Kkr Group Partnership L.P. | 10% | S - Sale+OE | $9.91 | -2,948,723 | 26,758,127 | -10% | -$29,221,845 | |||||
2025-03-07 | APAM | Artisan Partners Asset Management Inc. | Ramirez Gregory K | EVP, 10% | S - Sale | $43.16 | -5,905 | 104,836 | -5% | -$254,846 | ||||||
2025-03-05 | BBIO | Bridgebio Pharma, Inc. | Kkr Genetic Disorder L.P. | 10% | S - Sale | $32.96 | -6,000,000 | 19,260,971 | -24% | -$197,760,000 | ||||||
2025-03-05 | TPG | Tpg Inc. | Berenson Bradford | GC | S - Sale | $50.32 | -2,598 | 293,350 | -1% | -$130,721 | ||||||
| M | 2025-03-04 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $161.00 | -100,000 | 1,076,052 | -9% | -$16,100,103 | |||||
| M | 2025-03-04 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale | $160.99 | -100,000 | 1,150,052 | -8% | -$16,098,997 | |||||
2025-03-05 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $301.10 | -9,062 | 15,033,438 | 0% | -$2,728,562 | ||||||
2025-03-04 | FHI | Federated Hermes, Inc. | Van Meter Stephen | VP, Chief Compliance Officer | S - Sale | $38.23 | -426 | 35,947 | -1% | -$16,287 | ||||||
2025-03-04 | FHI | Federated Hermes, Inc. | Zierden Theodore W III | VP | S - Sale | $37.49 | -4,082 | 137,577 | -3% | -$153,046 | ||||||
2025-03-04 | FHI | Federated Hermes, Inc. | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | S - Sale | $37.57 | -6,921 | 185,404 | -4% | -$260,032 | ||||||
2025-01-08 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $47.06 | -9,704 | 0 | -100% | -$456,694 | ||||||
| A | 2024-12-11 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $47.45 | -1,200 | 31,709 | -4% | -$56,942 | |||||
2025-03-05 | DHIL | Diamond Hill Investment Group Inc | Cooley Richard Scott | Dir | P - Purchase | $146.00 | +500 | 10,159 | +5% | +$73,000 | ||||||
2025-03-04 | BEN | Franklin Resources Inc | Johnson Charles B | 10% | P - Purchase | $19.57 | +100,000 | 93,459,244 | 0% | +$1,957,000 | ||||||
| M | 2025-02-28 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $312.48 | -16,176 | 15,042,500 | 0% | -$5,054,687 | |||||
| M | 2025-02-27 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Dir | S - Sale | $1.04 | -169,275 | 7,411,875 | -2% | -$175,246 | |||||
2025-02-28 | DHIL | Diamond Hill Investment Group Inc | Cooley Richard Scott | Dir | P - Purchase | $144.00 | +272 | 9,659 | +3% | +$39,168 | ||||||
| M | 2025-02-26 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $323.10 | -4,448 | 15,058,676 | 0% | -$1,437,125 | |||||
2025-02-27 | HNNA | Hennessy Advisors Inc | Fahy Kathryn | SVP, CFO | S - Sale | $11.07 | -8,000 | 74,211 | -10% | -$88,566 | ||||||
| M | 2025-02-24 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Dir | S - Sale | $1.04 | -100,354 | 7,581,150 | -1% | -$104,657 | |||||
| M | 2025-02-24 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $322.71 | -17,670 | 15,063,124 | 0% | -$5,702,359 | |||||
| M | 2025-02-20 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $327.70 | -9,803 | 15,080,794 | 0% | -$3,212,466 | |||||
2025-02-20 | PX | P10, Inc. | Poston Edwin A. | See Remarks | S - Sale | $13.00 | -152,152 | 2,021,450 | -7% | -$1,977,672 | ||||||
| D | 2025-02-19 | MC | Moelis & Co | Pilcher Ciafone Katherine | COO | S - Sale+OE | $74.00 | -3,515 | 3,934 | -47% | -$260,110 | |||||
| D | 2025-02-19 | MC | Moelis & Co | Cantor Eric | Vice COB, MD | S - Sale+OE | $74.00 | -16,530 | 218,805 | -7% | -$1,223,220 | |||||
| D | 2025-02-19 | MC | Moelis & Co | Simon Joseph | CFO | S - Sale+OE | $74.00 | -5,758 | 22,832 | -20% | -$426,092 | |||||
| D | 2025-02-19 | MC | Moelis & Co | Moelis Kenneth | COB, CEO | S - Sale+OE | $74.00 | -9,712 | 209,235 | -4% | -$718,688 | |||||
| D | 2025-02-19 | MC | Moelis & Co | Callesano Christopher | Principal Accounting Officer | S - Sale+OE | $74.00 | -1,282 | 1,227 | -51% | -$94,868 | |||||
| D | 2025-02-19 | MC | Moelis & Co | Raich Jeffrey | Co-Pres, MD | S - Sale+OE | $74.00 | -8,722 | 54,794 | -14% | -$645,428 | |||||
| D | 2025-02-19 | MC | Moelis & Co | Watanabe Osamu R. | GC, Secretary | S - Sale+OE | $74.00 | -5,661 | 6,471 | -47% | -$418,914 | |||||
| D | 2025-02-19 | MC | Moelis & Co | Mahmoodzadegan Navid | Co-Pres, MD | S - Sale+OE | $74.00 | -9,406 | 197,602 | -5% | -$696,044 | |||||
2025-02-21 | MC | Moelis & Co | Shropshire Kenneth | Dir | S - Sale | $72.30 | -2,551 | 6,940 | -27% | -$184,437 | ||||||
2025-02-20 | STEP | Stepstone Group Inc. | Hart Scott W | CEO | S - Sale | $61.43 | -10,000 | 3,214,280 | 0% | -$614,270 | ||||||
2025-02-19 | STEP | Stepstone Group Inc. | Keathley Anthony | Chief Accounting Officer | S - Sale | $63.00 | -538 | 1,386 | -28% | -$33,894 | ||||||
2025-02-19 | AMP | Ameriprise Financial Inc | Sweeney Joseph Edward | Pres-AWM Products, Services | S - Sale | $539.07 | -4,636 | 7,531 | -38% | -$2,499,148 | ||||||
| M | 2025-02-18 | CG | Carlyle Group Inc. | Ferguson Jeffrey W. | GC | S - Sale | $53.06 | -250,000 | 1,095,123 | -19% | -$13,264,562 | |||||
| M | 2025-02-18 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $327.41 | -14,188 | 15,090,597 | 0% | -$4,645,216 | |||||
2025-02-18 | BX | Blackstone Inc. | Porat Ruth | Dir | P - Purchase | $164.84 | +376 | 45,404 | +1% | +$61,926 | ||||||
2025-02-18 | AMP | Ameriprise Financial Inc | Sharpe Robert Francis Jr | Dir | S - Sale | $551.44 | -1,000 | 14,575 | -6% | -$551,444 | ||||||
2025-02-18 | AMP | Ameriprise Financial Inc | Berman Walter Stanley | EVP, CFO | S - Sale | $548.94 | -8,000 | 6,528 | -55% | -$4,391,516 | ||||||
2025-02-14 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $328.90 | -3,207 | 15,104,785 | 0% | -$1,054,767 | ||||||
| D | 2025-02-14 | TROW | Price T Rowe Group Inc | Hiebler Jessica M | Principal Accounting Officer | S - Sale+OE | $107.87 | -1,177 | 14,441 | -8% | -$126,965 | |||||
2025-02-13 | HLI | Houlihan Lokey, Inc. | Zucker Gillian Beth | Dir | S - Sale | $178.97 | -200 | 5,801 | -3% | -$35,794 | ||||||
2025-02-12 | AMP | Ameriprise Financial Inc | Sharpe Robert Francis Jr | Dir | S - Sale | $523.13 | -1,000 | 15,575 | -6% | -$523,125 | ||||||
| D | 2025-02-12 | HLNE | Hamilton Lane Inc | Rogers Hartley R. | Exec Co-COB, 10% | S - Sale+OE | $159.00 | -10,255 | 6,760,922 | 0% | -$1,630,545 | |||||
| M | 2025-02-12 | LAZ | Lazard, Inc. | Russo Evan L | CEO of Asset Management | S - Sale | $53.92 | -125,000 | 182,784 | -41% | -$6,740,425 | |||||
| M | 2025-02-12 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $325.36 | -9,772 | 15,107,992 | 0% | -$3,179,431 | |||||
2025-02-13 | APO | Apollo Global Management, Inc. | Kelly Martin | CFO | S - Sale | $158.28 | -5,000 | 377,164 | -1% | -$791,378 | ||||||
2025-02-10 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $325.53 | -1,695 | 15,117,764 | 0% | -$551,777 | ||||||
| D | 2025-02-11 | TROW | Price T Rowe Group Inc | Husain Arif | VP | S - Sale+OE | $109.27 | -4,112 | 36,800 | -10% | -$449,318 | |||||
2025-02-06 | ARES | Ares Management Corp | Deveer R. Kipp | Co-Pres | S - Sale | $190.02 | -78,933 | 1,150,000 | -6% | -$14,998,894 | ||||||
2025-02-06 | AMP | Ameriprise Financial Inc | Truscott William F | CEO, Global Asset Management | S - Sale | $540.29 | -6,000 | 19,128 | -24% | -$3,241,744 | ||||||
2025-02-07 | FHI | Federated Hermes, Inc. | Nusseibeh Saker Anwar | CEO, Federated Hermes Limited | S - Sale | $38.81 | -5,546 | 179,096 | -3% | -$215,221 | ||||||
| M | 2025-02-06 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Dir | S - Sale | $1.93 | -141,035 | 7,681,504 | -2% | -$272,268 | |||||
2025-02-07 | EVR | Evercore Inc. | Pensa Paul | Contr, Prin. Acct.Officer | S - Sale | $281.23 | -1,863 | 5,531 | -25% | -$523,922 | ||||||
| M | 2025-02-06 | EVR | Evercore Inc. | Hyman Edward S | Vice Chair EVR, COB EISI | S - Sale | $278.04 | -55,825 | 1,643,035 | -3% | -$15,521,361 | |||||
| M | 2025-02-06 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $326.61 | -9,341 | 15,119,459 | 0% | -$3,050,876 | |||||
| M | 2025-02-04 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $326.45 | -8,426 | 15,128,800 | 0% | -$2,750,634 | |||||
2025-02-03 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $327.89 | -1,716 | 15,137,226 | 0% | -$562,662 | ||||||
| M | 2025-01-29 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Dir | S - Sale | $1.95 | -156,659 | 7,822,539 | -2% | -$305,418 | |||||
| M | 2025-01-24 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Dir | S - Sale | $1.90 | -110,355 | 7,979,198 | -1% | -$209,675 | |||||
| D | 2025-01-24 | XOMA | Xoma Royalty Corp | Bvf Partners L P/il | 10% | S - Sale+OE | $26.10 | -650,717 | 0 | -100% | -$16,983,714 | |||||
| M | 2025-01-15 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Dir | S - Sale | $2.46 | -129,071 | 8,089,553 | -2% | -$317,937 | |||||
2025-01-14 | TPG | Tpg Inc. | Messemer Deborah M. | Dir | S - Sale | $61.91 | -1,695 | 15,841 | -10% | -$104,931 | ||||||
| M | 2025-01-10 | ILLR | Triller Group Inc. | Diamond Robert E. Jr. | Dir | S - Sale | $2.67 | -284,395 | 8,218,624 | -3% | -$759,461 | |||||
2025-01-13 | HLI | Houlihan Lokey, Inc. | Zucker Gillian Beth | Dir | S - Sale | $165.63 | -200 | 6,001 | -3% | -$33,126 | ||||||
2025-01-03 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $47.00 | -8,772 | 8,204 | -52% | -$412,284 | ||||||
| DM | 2025-01-02 | BRDG | Bridge Investment Group Holdings Inc. | Allara Dean | Vice COB | S - Sale+OE | $8.23 | -31,571 | 7,085,069 | 0% | -$259,685 | |||||
| M | 2025-01-02 | BRDG | Bridge Investment Group Holdings Inc. | Behling Garrett | Chief Accounting Officer | S - Sale | $8.23 | -2,211 | 45,553 | -5% | -$18,186 | |||||
| DM | 2025-01-02 | BRDG | Bridge Investment Group Holdings Inc. | Elsnab Katherine | CFO | S - Sale+OE | $8.23 | -9,308 | 499,529 | -2% | -$76,562 | |||||
| DM | 2025-01-02 | BRDG | Bridge Investment Group Holdings Inc. | Morse Robert Randolph | Exec COB, 10% | S - Sale+OE | $8.23 | -137,148 | 32,439,554 | 0% | -$1,128,100 | |||||
| DM | 2025-01-02 | BRDG | Bridge Investment Group Holdings Inc. | O'Farrell Adam | COO | S - Sale+OE | $8.23 | -20,129 | 2,826,083 | -1% | -$165,570 | |||||
| DM | 2025-01-02 | BRDG | Bridge Investment Group Holdings Inc. | Slager Jonathan | CEO | S - Sale+OE | $8.23 | -34,490 | 5,890,920 | -1% | -$283,695 | |||||
2024-12-27 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $46.03 | -1,124 | 16,976 | -6% | -$51,733 | ||||||
| M | 2024-12-27 | HNNA | Hennessy Advisors Inc | Steadman Daniel B | EVP | S - Sale | $11.82 | -4,100 | 35,182 | -10% | -$48,480 | |||||
2024-12-26 | PX | P10, Inc. | Abell Alexander I. | See Remarks | S - Sale | $12.94 | -25,000 | 325,000 | -7% | -$323,375 | ||||||
2024-12-27 | HNNA | Hennessy Advisors Inc | Newton Kiera | Dir | S - Sale | $12.02 | -330 | 12,233 | -3% | -$3,967 | ||||||
| D | 2024-12-23 | PX | P10, Inc. | McCoy David M. | See Remarks | S - Sale+OE | $12.72 | -55,545 | 344,000 | -14% | -$706,532 | |||||
2024-12-24 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $46.01 | -8,153 | 18,100 | -31% | -$375,146 | ||||||
| M | 2024-12-23 | HNNA | Hennessy Advisors Inc | Steadman Daniel B | EVP | S - Sale | $12.00 | -5,810 | 40,032 | -13% | -$69,732 | |||||
2024-12-20 | ABL | Abacus Life, Inc. | McNealy Sean | Co-Founder, Pres, 10% | S - Sale | $8.00 | -75,800 | 12,361,500 | -1% | -$606,400 | ||||||
2024-12-20 | ABL | Abacus Life, Inc. | Ganovsky Matthew | Co-Founder, Pres, 10% | S - Sale | $8.00 | -75,800 | 10,014,154 | -1% | -$606,400 | ||||||
2024-12-20 | ABL | Abacus Life, Inc. | Kirby Kevin Scott | Co-Founder, Pres, 10% | S - Sale | $8.00 | -75,800 | 12,361,200 | -1% | -$606,400 | ||||||
2024-12-20 | ABL | Abacus Life, Inc. | Jackson Jay J | CEO, 10% | S - Sale | $8.00 | -75,800 | 9,861,200 | -1% | -$606,400 | ||||||
2024-12-20 | DHIL | Diamond Hill Investment Group Inc | Cooley Richard Scott | Dir | P - Purchase | $152.25 | +1,000 | 9,387 | +12% | +$152,250 | ||||||
| M | 2024-12-18 | HNNA | Hennessy Advisors Inc | Steadman Daniel B | EVP | S - Sale | $11.98 | -6,100 | 45,842 | -12% | -$73,083 | |||||
2024-12-19 | HNNA | Hennessy Advisors Inc | Seavey Thomas L | Dir | S - Sale | $11.44 | -11,074 | 70,429 | -14% | -$126,715 | ||||||
2024-12-20 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $45.09 | -1,747 | 26,253 | -6% | -$78,766 | ||||||
| M | 2024-12-17 | HNNA | Hennessy Advisors Inc | Seavey Thomas L | Dir | S - Sale | $12.06 | -8,926 | 81,503 | -10% | -$107,606 | |||||
| D | 2024-12-16 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale+OE | $13.26 | -50,000 | 4,967,397 | -1% | -$662,855 | |||||
2024-12-16 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $46.04 | -2,209 | 28,000 | -7% | -$101,707 | ||||||
2024-12-17 | HNNA | Hennessy Advisors Inc | Newton Kiera | Dir | S - Sale | $12.46 | -367 | 12,563 | -3% | -$4,573 | ||||||
| M | 2024-12-16 | HNNA | Hennessy Advisors Inc | Steadman Daniel B | EVP | S - Sale | $13.36 | -2,658 | 51,942 | -5% | -$35,510 | |||||
2024-12-17 | GAIIX | Gladstone Alternative Income Fund | Gladstone David | CEO, 10% | P - Purchase | $10.00 | +500,000 | 1,010,000 | +98% | +$5,000,000 | ||||||
2024-12-13 | MORN | Morningstar, Inc. | Dubinsky Jason | CFO | S - Sale | $352.89 | -3,223 | 17,304 | -16% | -$1,137,347 | ||||||
2024-12-13 | HLI | Houlihan Lokey, Inc. | Zucker Gillian Beth | Dir | S - Sale | $180.57 | -200 | 6,201 | -3% | -$36,114 | ||||||
2024-12-12 | LOAR | Loar Holdings Inc. | Blackstone Holdings IV L.P. | 10% | S - Sale | $81.18 | -335,487 | 339,433 | -50% | -$27,233,157 | ||||||
| M | 2024-12-13 | ABL | Abacus Life, Inc. | Gusky Adam Samuel | Dir | P - Purchase | $7.76 | +10,000 | 59,085 | +20% | +$77,600 | |||||
| M | 2024-11-27 | ARES | Ares Management Corp | Berry Ryan | Chief Mktg., Strategy Officer | S - Sale | $180.16 | -14,557 | 541,528 | -3% | -$2,622,571 | |||||
| M | 2024-12-12 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale | $13.43 | -150,000 | 50,000 | -75% | -$2,014,040 |
| 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 |