X |
Filing Date |
Trade Date |
Ticker |
Company Name | Insider Name | Title |
Trade Type |
Price |
Qty |
Owned |
ΔOwn |
Value |
1d |
1w |
1m |
6m |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024-10-18 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale | $11.29 | -68,446 | 3,173,178 | -2% | -$772,653 | ||||||
2024-10-18 | CNS | Cohen & Steers, Inc. | Rhein Peter L | Dir | S - Sale | $105.51 | -2,500 | 31,843 | -7% | -$263,785 | ||||||
2024-10-17 | ARES | Ares Management Corp | Berry Ryan | Chief Mktg., Strategy Officer | S - Sale | $168.00 | -40,000 | 612,516 | -6% | -$6,719,793 | ||||||
2024-10-17 | CSLR | Complete Solaria, Inc. | Carlyle Group Inc. | 10% | S - Sale | $2.33 | -250,000 | 2,155,461 | -10% | -$582,250 | ||||||
| M | 2024-10-17 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $4.00 | -7,991 | 397,176 | -2% | -$31,964 | |||||
| M | 2024-10-16 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $43.70 | -22,967 | 36,519 | -39% | -$1,003,586 | |||||
| M | 2024-10-15 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale | $11.32 | -181,554 | 3,241,624 | -5% | -$2,054,909 | |||||
| M | 2024-10-15 | CSLR | Complete Solaria, Inc. | Carlyle Group Inc. | 10% | S - Sale | $2.16 | -500,000 | 2,405,461 | -17% | -$1,079,710 | |||||
| M | 2024-10-14 | EMO | Clearbridge Energy Midstream Opportunity Fund Inc. | Franklin Resources Inc | Affiliate of Investment Adv | S - Sale | $43.69 | -14,033 | 59,486 | -19% | -$613,037 | |||||
| M | 2024-10-11 | CSLR | Complete Solaria, Inc. | Carlyle Group Inc. | 10% | S - Sale | $2.24 | -342,905 | 2,905,461 | -11% | -$769,732 | |||||
2024-10-14 | HLI | Houlihan Lokey, Inc. | Zucker Gillian Beth | Dir | S - Sale | $168.08 | -200 | 6,601 | -3% | -$33,616 | ||||||
| M | 2024-10-09 | CSLR | Complete Solaria, Inc. | Carlyle Group Inc. | 10% | S - Sale | $2.13 | -1,319,331 | 3,248,366 | -29% | -$2,809,492 | |||||
| M | 2024-10-07 | CSLR | Complete Solaria, Inc. | Carlyle Group Inc. | 10% | S - Sale | $2.48 | -333,643 | 4,567,697 | -7% | -$826,638 | |||||
| D | 2024-10-04 | MLTX | Moonlake Immunotherapeutics | Bvf Partners L P/Il | Dir, 10% | S - Sale+OE | $50.00 | -2,000,000 | 1,287,768 | -61% | -$100,003,200 | |||||
2024-10-04 | ARES | Ares Management Corp | Berry Ryan | Chief Mktg., Strategy Officer | S - Sale | $160.07 | -20,000 | 652,516 | -3% | -$3,201,400 | ||||||
2024-10-04 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale | $11.05 | -247,424 | 3,423,178 | -7% | -$2,734,456 | ||||||
2024-10-01 | BX | Blackstone Inc. | Baratta Joseph | Dir | S - Sale | $150.81 | -116,448 | 799,749 | -13% | -$17,561,066 | ||||||
2024-09-30 | MORN | Morningstar, Inc. | Lyons William M | Dir | S - Sale | $316.48 | -750 | 13,590 | -5% | -$237,360 | ||||||
2024-09-26 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale | $11.00 | -2,576 | 3,670,602 | 0% | -$28,336 | ||||||
2024-09-27 | HNNA | Hennessy Advisors Inc | Newton Kiera | Dir | S - Sale | $9.40 | -520 | 12,930 | -4% | -$4,888 | ||||||
| M | 2024-09-25 | HNNA | Hennessy Advisors Inc | Pomilia Susan Weber | Dir | S - Sale | $9.80 | -10,250 | 111,906 | -8% | -$100,469 | |||||
2024-09-24 | PX | P10, Inc. | Abell Alexander I. | See Remarks | S - Sale | $10.85 | -50,000 | 350,000 | -13% | -$542,250 | ||||||
2024-09-23 | DHIL | Diamond Hill Investment Group Inc | Thomas L'Quentus | Dir | S - Sale | $161.64 | -250 | 1,858 | -12% | -$40,410 | ||||||
2024-09-19 | PX | P10, Inc. | Nelson Andrew Rowan | See Remarks | S - Sale | $10.85 | -9,307 | 55,625 | -14% | -$100,981 | ||||||
| M | 2024-09-18 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale | $10.82 | -230,805 | 3,673,178 | -6% | -$2,496,645 | |||||
| M | 2024-09-17 | ARES | Ares Management Corp | Berry Ryan | Chief Mktg., Strategy Officer | S - Sale | $153.30 | -50,000 | 672,516 | -7% | -$7,664,883 | |||||
2024-09-17 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $4.47 | -5,769 | 405,167 | -1% | -$25,787 | ||||||
2024-09-17 | CNS | Cohen & Steers, Inc. | Villani Edmond D | Dir | S - Sale | $96.76 | -3,000 | 33,135 | -8% | -$290,280 | ||||||
| M | 2024-09-13 | PX | P10, Inc. | 210 Capital, LLC | See Remarks, 10% | S - Sale | $10.58 | -269,195 | 3,903,983 | -6% | -$2,848,791 | |||||
2024-09-13 | BBIO | Bridgebio Pharma, Inc. | Kkr Genetic Disorder L.P. | 10% | S - Sale | $25.75 | -5,800,000 | 25,260,971 | -19% | -$149,350,000 | ||||||
2024-09-16 | CNS | Cohen & Steers, Inc. | Poli Francis C | GC, Secretary, EVP | S - Sale | $94.08 | -15,000 | 64,866 | -19% | -$1,411,218 | ||||||
| M | 2024-09-12 | ARES | Ares Management Corp | Berry Ryan | Chief Mktg., Strategy Officer | S - Sale | $146.67 | -32,500 | 722,516 | -4% | -$4,766,691 | |||||
2024-09-12 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $143.05 | -75,000 | 1,105,052 | -6% | -$10,728,918 | ||||||
2024-09-13 | HLI | Houlihan Lokey, Inc. | Zucker Gillian Beth | Dir | S - Sale | $152.28 | -200 | 6,801 | -3% | -$30,456 | ||||||
2024-09-11 | BTSG | Brightspring Health Services, Inc. | Kkr Group Partnership L.P. | 10% | P - Purchase | $11.13 | +11,619,998 | 92,959,984 | +14% | +$129,330,578 | ||||||
2024-09-11 | BEN | Franklin Resources Inc | Johnson Charles B | 10% | P - Purchase | $19.08 | +100,000 | 93,391,784 | 0% | +$1,907,990 | ||||||
| M | 2024-09-10 | JHG | Janus Henderson Group Plc | Thompson Roger Mj | CFO | S - Sale | $35.49 | -18,000 | 130,171 | -12% | -$638,856 | |||||
2024-09-10 | ALTI | Alti Global, Inc. | Ilwaddi Holdings | 10% | P - Purchase | $3.87 | +5,854 | 18,117,850 | 0% | +$22,655 | ||||||
2024-09-10 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $305.98 | -345 | 15,419,575 | 0% | -$105,561 | ||||||
| M | 2024-09-10 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $4.12 | -5,926 | 410,936 | -1% | -$24,409 | |||||
2024-09-09 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $4.04 | -5,612 | 416,862 | -1% | -$22,672 | ||||||
2024-09-09 | GCMG | Gcm Grosvenor Inc. | Sullivan Kathleen Patricia | Principal Accounting Officer | S - Sale | $10.73 | -5,000 | 47,307 | -10% | -$53,635 | ||||||
| M | 2024-09-06 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $306.23 | -8,481 | 15,419,920 | 0% | -$2,597,116 | |||||
2024-09-06 | APO | Apollo Global Management, Inc. | O'Neill Mitra | Dir | P - Purchase | $108.40 | +923 | 29,631 | +3% | +$100,053 | ||||||
| M | 2024-09-05 | ARES | Ares Management Corp | Berry Ryan | Chief Mktg., Strategy Officer | S - Sale | $140.95 | -67,500 | 755,016 | -8% | -$9,513,892 | |||||
| M | 2024-09-04 | OWL | Blue Owl Capital Inc. | Polland Andrew Robert | COO | S - Sale | $0.00 | -49,647 | 289,433 | -15% | -$0 | |||||
| M | 2024-09-03 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $312.86 | -7,236 | 15,428,401 | 0% | -$2,263,827 | |||||
2024-09-05 | AMK | Assetmark Financial Holdings, Inc. | Huatai Securities Co., Ltd. | 10% | S - Sale | $35.25 | -50,873,799 | 0 | -100% | -$1,793,301,415 | ||||||
| M | 2024-09-04 | ALTI | Alti Global, Inc. | Ilwaddi Holdings | 10% | P - Purchase | $3.80 | +13,189 | 18,111,996 | 0% | +$50,118 | |||||
| M | 2024-09-03 | LAZ | Lazard, Inc. | Jacobs Kenneth M | Exec COB | S - Sale | $48.11 | -189,004 | 1,728,001 | -10% | -$9,093,610 | |||||
2024-09-03 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $142.66 | -26,579 | 1,180,052 | -2% | -$3,791,691 | ||||||
2024-09-03 | PJT | Pjt Partners Inc. | Lee Ji-Yeun | Managing Partner | S - Sale | $118.85 | -10,000 | 61,433 | -14% | -$1,188,457 | ||||||
2024-08-30 | AMP | Ameriprise Financial Inc | Davies William | EVP, GLOBAL CIO | S - Sale | $442.07 | -8,700 | 13,199 | -40% | -$3,846,009 | ||||||
| D | 2024-09-03 | HLI | Houlihan Lokey, Inc. | Crain Christopher M | GC | S - Sale+OE | $155.29 | -1,000 | 0 | -100% | -$155,290 | |||||
2024-08-30 | MORN | Morningstar, Inc. | Lyons William M | Dir | S - Sale | $311.60 | -750 | 14,340 | -5% | -$233,700 | ||||||
| M | 2024-08-29 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $312.21 | -12,854 | 15,435,637 | 0% | -$4,013,112 | |||||
| M | 2024-08-28 | ARES | Ares Management Corp | Arougheti Michael J | Co-Founder, CEO, Pres | S - Sale | $145.35 | -55,723 | 1,375,000 | -4% | -$8,099,471 | |||||
| M | 2024-08-28 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale | $145.34 | -55,762 | 1,180,052 | -5% | -$8,104,234 | |||||
| M | 2024-08-29 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $145.59 | -48,421 | 1,206,631 | -4% | -$7,049,630 | |||||
| M | 2024-08-29 | PJT | Pjt Partners Inc. | Cornwell Kievdi Don | Dir | S - Sale | $123.42 | -15,585 | 2,340 | -87% | -$1,923,524 | |||||
| M | 2024-08-29 | SELF | Global Self Storage, Inc. | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $5.22 | +2,636 | 40,183 | +7% | +$13,756 | |||||
| D | 2024-08-28 | AMP | Ameriprise Financial Inc | Truscott William F | CEO, Global Asset Management | S - Sale+OE | $441.56 | -15,584 | 22,989 | -40% | -$6,881,234 | |||||
2024-08-29 | BEN | Franklin Resources Inc | Johnson Charles B | 10% | P - Purchase | $19.84 | +100,000 | 93,291,784 | 0% | +$1,984,200 | ||||||
2024-08-28 | BEN | Franklin Resources Inc | Johnson Jennifer M | Pres, CEO | P - Purchase | $19.66 | +12,700 | 5,877,380 | 0% | +$249,738 | ||||||
| M | 2024-08-27 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $311.30 | -11,394 | 15,448,491 | 0% | -$3,546,944 | |||||
2024-08-27 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $4.25 | -5,769 | 422,474 | -1% | -$24,518 | ||||||
2024-08-27 | CNS | Cohen & Steers, Inc. | Villani Edmond D | Dir | S - Sale | $86.66 | -3,000 | 36,135 | -8% | -$259,980 | ||||||
2024-08-28 | BXSY | Bexil Investment Trust | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $13.22 | +2,395 | 154,773 | +2% | +$31,662 | ||||||
| M | 2024-08-23 | SNCR | Synchronoss Technologies Inc | B. Riley Financial, Inc. | 10% | S - Sale | $12.83 | -56,022 | 1,033,864 | -5% | -$718,761 | |||||
| M | 2024-08-23 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale | $146.68 | -80,846 | 1,235,814 | -6% | -$11,858,291 | |||||
| M | 2024-08-23 | ARES | Ares Management Corp | Arougheti Michael J | Co-Founder, CEO, Pres | S - Sale | $146.67 | -81,247 | 1,430,723 | -5% | -$11,916,861 | |||||
| M | 2024-08-23 | LAZ | Lazard, Inc. | Jacobs Kenneth M | Exec COB | S - Sale | $50.02 | -142,996 | 1,917,005 | -7% | -$7,152,207 | |||||
2024-08-26 | PJT | Pjt Partners Inc. | Skaugen Grace Reksten | Dir | S - Sale | $124.86 | -2,015 | 500 | -80% | -$251,593 | ||||||
| M | 2024-08-23 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $313.28 | -12,973 | 15,459,885 | 0% | -$4,064,236 | |||||
| M | 2024-08-26 | SELF | Global Self Storage, Inc. | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $5.18 | +4,731 | 37,547 | +14% | +$24,509 | |||||
| M | 2024-08-26 | BXSY | Bexil Investment Trust | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $13.20 | +13,950 | 152,378 | +10% | +$184,206 | |||||
2024-08-23 | APO | Apollo Global Management, Inc. | Zelter James C | Co-Pres (See Remarks) | S - Sale | $110.14 | -100,000 | 7,600,699 | -1% | -$11,014,011 | ||||||
2024-08-23 | BEN | Franklin Resources Inc | Johnson Jennifer M | Pres, CEO | P - Purchase | $20.95 | +18,900 | 5,864,680 | 0% | +$396,021 | ||||||
2024-08-22 | AB | Alliancebernstein Holding L.P. | Stonehill Charles G.T. | Dir | S - Sale | $34.87 | -4,000 | 25,923 | -13% | -$139,494 | ||||||
2024-08-22 | BXSY | Bexil Investment Trust | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $13.15 | +1,305 | 138,428 | +1% | +$17,161 | ||||||
| M | 2024-08-21 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $312.05 | -10,721 | 15,472,858 | 0% | -$3,345,518 | |||||
2024-08-21 | GTES | Gates Industrial Corp Plc | Blackstone Inc. | 10% | S - Sale | $16.58 | -30,539,203 | 451,496 | -99% | -$506,339,986 | ||||||
| M | 2024-08-22 | SELF | Global Self Storage, Inc. | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $5.20 | +8,706 | 32,816 | +36% | +$45,230 | |||||
2024-08-20 | ALTI | Alti Global, Inc. | Ilwaddi Holdings | 10% | P - Purchase | $3.95 | +3,835 | 18,098,807 | 0% | +$15,148 | ||||||
| M | 2024-08-20 | SNCR | Synchronoss Technologies Inc | B. Riley Financial, Inc. | 10% | S - Sale | $12.82 | -12,210 | 1,089,886 | -1% | -$156,494 | |||||
| M | 2024-08-20 | ARES | Ares Management Corp | Arougheti Michael J | Co-Founder, CEO, Pres | S - Sale | $144.21 | -54,576 | 1,511,970 | -3% | -$7,870,440 | |||||
| M | 2024-08-20 | ARES | Ares Management Corp | Kaplan David B | Co-Founder | S - Sale | $144.21 | -54,726 | 1,316,660 | -4% | -$7,892,108 | |||||
| M | 2024-08-20 | ARES | Ares Management Corp | Rosenthal Bennett | Co-Founder, COB of PEG | S - Sale | $144.21 | -41,508 | 1,255,052 | -3% | -$5,985,756 | |||||
2024-08-21 | EVR | Evercore Inc. | Lalonde Timothy Gilbert | CFO | S - Sale | $238.72 | -3,750 | 40,563 | -8% | -$895,213 | ||||||
2024-08-20 | ALTI | Alti Global, Inc. | Moran Kevin P. | Pres, COO | S - Sale | $4.00 | -137,500 | 27,637 | -83% | -$550,000 | ||||||
2024-08-20 | ALTI | Alti Global, Inc. | Maliagros Spiros | Pres, Strategic Alternatives | S - Sale | $4.04 | -5,769 | 428,243 | -1% | -$23,307 | ||||||
| M | 2024-08-19 | MORN | Morningstar, Inc. | Mansueto Joseph D | Exec COB, 10% | S - Sale | $315.85 | -4,052 | 15,483,579 | 0% | -$1,279,820 | |||||
| M | 2024-08-20 | SELF | Global Self Storage, Inc. | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $5.10 | +7,327 | 24,110 | +44% | +$37,377 | |||||
2024-08-19 | JHG | Janus Henderson Group Plc | Rosenberg Michelle | CAO, GC | S - Sale | $36.51 | -7,651 | 89,170 | -8% | -$279,338 | ||||||
| DM | 2024-08-19 | AMG | Affiliated Managers Group, Inc. | Horgen Jay C. | Pres, CEO | S - Sale+OE | $170.94 | -18,300 | 388,034 | -5% | -$3,128,169 | |||||
| D | 2024-08-16 | AMG | Affiliated Managers Group, Inc. | Wojcik Thomas M | COO | S - Sale+OE | $172.71 | -4,786 | 84,392 | -5% | -$826,590 | |||||
| D | 2024-08-16 | AMG | Affiliated Managers Group, Inc. | Jamal Rizwan M | Head of Affiliate Investments | S - Sale+OE | $172.89 | -8,622 | 199,233 | -4% | -$1,490,658 | |||||
2024-08-20 | HLI | Houlihan Lokey, Inc. | Zucker Gillian Beth | Dir | S - Sale | $152.49 | -200 | 7,001 | -3% | -$30,498 | ||||||
| M | 2024-08-19 | BXSY | Bexil Investment Trust | Winmill & Co. Inc | See "Explanation of Responses" | P - Purchase | $13.14 | +2,921 | 137,123 | +2% | +$38,382 | |||||
2024-08-16 | ABIO | Arca Biopharma, Inc. | Janus Henderson Group Plc | 10% | P - Purchase | $2.93 | +5,818 | 2,117,213 | 0% | +$17,067 |
| 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 |