Insider Trading Tracker: Live Industry - Private Equity, Investment & Asset Managers Stock Disclosures & Insider Buying from Aug 22, 2025 to Sep 05, 2025

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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

Stock	Client Name	Client Category	Action	Reported to Exchange	Quantity	Post Transaction Holding	Traded %	Avg. Price	Value	Security Type
KKR Co Inc Acquisition Board Meeting	Scott C. Nuttall	Director, Co-Chief Executive Officer	Gift of securities by or to the insider at price $ 0.00 per share.	02 Sep 2025	194,000	1,702,400 (0%)	0%		0	Common Stock
KKR Co Inc Acquisition Board Meeting	Scott C. Nuttall	Director, Co-Chief Executive Officer	Gift of securities by or to the insider at price $ 0.00 per share.	02 Sep 2025	194,000	1,135,870 (0%)	0%		0	Common Stock
Main Street Capital	Jason B. Beauvais	EVP, GC, SECRETARY	Gift of securities by or to the insider at price $ 0.00 per share.	02 Sep 2025	115	181,215 (0%)	0%		0	Common Stock
Main Street Capital	Jason B. Beauvais	EVP, GC, SECRETARY	Other type of transaction at price $ 67.34 per share.	02 Sep 2025	90	181,330 (0%)	0%	67.3	6,061	Common Stock
Morningstar Inc	Michael Holt	Chief Financial Officer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 262.43 per share.	01 Sep 2025	49	5,502 (0%)	0%	262.4	12,859	Common Stock
Morningstar Inc	Conan Wiersema	CAO & PAO	Payment of exercise price or tax liability using portion of securities received from the company at price $ 262.40 per share.	01 Sep 2025	20	1,416 (0%)	0%	262.4	5,248	Common Stock
Franklin Resources Inc	Jennifer M. Johnson	Director, President and CEO	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	120,307	2,956,911 (0%)	0%	25.7	3,087,078	Common Stock, par value $.10
Franklin Resources Inc	Matthew Nicholls	EVP, CFO & COO	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	63,619	397,965 (0%)	0%	25.7	1,632,464	Common Stock, par value $.10
Franklin Resources Inc	Adam Benjamin Spector	EVP, Head Global Distribution	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	29,034	593,282 (0%)	0%	25.7	745,012	Common Stock, par value $.10
Invesco	Stephanie C. Butcher	Senior Managing Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	31 Aug 2025	25,497	134,867 (0%)	0%		0	Common Shares
Invesco	Stephanie C. Butcher	Senior Managing Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	31 Aug 2025	25,497	50,994	-		-	Restricted Stock Units
Invesco	Douglas J. Sharp	Senior Managing Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	31 Aug 2025	22,404	67,213	-		-	Restricted Stock Units
Invesco	Douglas J. Sharp	Senior Managing Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	31 Aug 2025	22,404	170,722 (0%)	0%		0	Common Shares
Franklin Resources Inc	Terrence J. Murphy	EVP, Head of Public Markets	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	19,214	139,429 (0%)	0%	25.7	493,031	Common Stock, par value $.10
Invesco	Stephanie C. Butcher	Senior Managing Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	31 Aug 2025	19,179	57,537	-		-	Restricted Stock Units
Invesco	Stephanie C. Butcher	Senior Managing Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	31 Aug 2025	19,179	142,062 (0%)	0%		0	Common Shares
Invesco	Douglas J. Sharp	Senior Managing Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	31 Aug 2025	13,547	148,384 (0%)	0%		0	Common Shares
Invesco	Douglas J. Sharp	Senior Managing Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	31 Aug 2025	13,547	13,548	-		-	Restricted Stock Units
Invesco	Stephanie C. Butcher	Senior Managing Director	Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.89 per share.	31 Aug 2025	11,984	122,883 (0%)	0%	21.9	262,330	Common Shares
Invesco	Douglas J. Sharp	Senior Managing Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	31 Aug 2025	11,891	23,783	-		-	Restricted Stock Units
Invesco	Douglas J. Sharp	Senior Managing Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	31 Aug 2025	11,891	153,907 (0%)	0%		0	Common Shares
Franklin Resources Inc	Gregory E. Johnson	Director, Executive Chairman	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	11,794	2,653,074 (0%)	0%	25.7	302,634	Common Stock, par value $.10
Invesco	Douglas J. Sharp	Senior Managing Director	Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.89 per share.	31 Aug 2025	10,530	160,192 (0%)	0%	21.9	230,502	Common Shares
Invesco	Stephanie C. Butcher	Senior Managing Director	Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.89 per share.	31 Aug 2025	9,015	133,047 (0%)	0%	21.9	197,338	Common Shares
Franklin Resources Inc	Thomas C. Merchant	EVP, General Counsel	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	8,877	61,521 (0%)	0%	25.7	227,784	Common Stock, par value $.10
Franklin Resources Inc	Alok Sethi	EVP, Head of Global Operations	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	8,740	90,509 (0%)	0%	25.7	224,268	Common Stock, par value $.10
Invesco	Douglas J. Sharp	Senior Managing Director	Grant, award, or other acquisition of securities at price $ 0.00 per share.	31 Aug 2025	8,731	138,941 (0%)	0%		0	Common Shares
Invesco	Douglas J. Sharp	Senior Managing Director	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	31 Aug 2025	8,731	0	-		-	Restricted Stock Units
Invesco	Douglas J. Sharp	Senior Managing Director	Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.89 per share.	31 Aug 2025	6,368	142,016 (0%)	0%	21.9	139,396	Common Shares
Invesco	Douglas J. Sharp	Senior Managing Director	Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.89 per share.	31 Aug 2025	5,589	148,318 (0%)	0%	21.9	122,343	Common Shares
Invesco	Douglas J. Sharp	Senior Managing Director	Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.89 per share.	31 Aug 2025	4,104	134,837 (0%)	0%	21.9	89,837	Common Shares
Franklin Resources Inc	Lindsey Harumi Oshita	Chief Accounting Officer	Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.66 per share.	31 Aug 2025	2,328	21,090 (0%)	0%	25.7	59,736	Common Stock, par value $.10
KKR Co Inc Acquisition Board Meeting	Joseph Y. Bae	Director, Co-Chief Executive Officer	Gift of securities by or to the insider at price $ 0.00 per share.	29 Aug 2025	398,335	1,554,194 (0%)	0%		0	Common Stock
KKR Co Inc Acquisition Board Meeting	Joseph Y. Bae	Director, Co-Chief Executive Officer	Gift of securities by or to the insider at price $ 0.00 per share.	29 Aug 2025	398,335	1,952,902 (0%)	0%		0	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 178.49 per share.	29 Aug 2025	78,580	936,916 (0%)	0%	178.5	14,025,744	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 179.49 per share.	29 Aug 2025	71,395	865,521 (0%)	0%	179.5	12,814,689	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 179.10 per share.	29 Aug 2025	60,334	1,084,144 (0%)	0%	179.1	10,805,819	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 179.57 per share.	29 Aug 2025	38,975	1,045,169 (0%)	0%	179.6	6,998,741	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 177.29 per share.	29 Aug 2025	16,514	1,015,496 (0%)	0%	177.3	2,927,767	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 176.28 per share.	29 Aug 2025	8,336	1,032,010 (0%)	0%	176.3	1,469,470	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 175.21 per share.	29 Aug 2025	2,400	1,040,346 (0%)	0%	175.2	420,504	Class A Common Stock
Main Street Capital	David L. Magdol	PRESIDENT, CIO AND SMD	Gift of securities by or to the insider at price $ 0.00 per share.	29 Aug 2025	2,182	404,057 (0%)	0%		0	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 180.31 per share.	29 Aug 2025	1,723	1,043,446 (0%)	0%	180.3	310,674	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 174.11 per share.	29 Aug 2025	700	1,042,746 (0%)	0%	174.1	121,877	Class A Common Stock
Main Street Capital	David L. Magdol	PRESIDENT, CIO AND SMD	Other type of transaction at price $ 68.08 per share.	29 Aug 2025	48	404,150 (0%)	0%	68.1	3,268	Common Stock
Main Street Capital	David L. Magdol	PRESIDENT, CIO AND SMD	Other type of transaction at price $ 67.73 per share.	29 Aug 2025	45	404,102 (0%)	0%	67.7	3,048	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 179.75 per share.	29 Aug 2025	4	865,517 (0%)	0%	179.8	719	Class A Common Stock
TriplePoint Venture Growth BDC	James P. Labe	Director, Chief Executive Officer	Purchase of securities on an exchange or from another person at price $ 6.73 per share.	28 Aug 2025	65,000	488,435 (1%)	0%	6.7	437,158	Common Stock
TriplePoint Venture Growth BDC	Sajal K. Srivastava	Director, President and CIO	Purchase of securities on an exchange or from another person at price $ 6.73 per share.	28 Aug 2025	65,000	488,435 (1%)	0%	6.7	437,158	Common Stock
TriplePoint Venture Growth BDC	James P. Labe	Director, Chief Executive Officer	Purchase of securities on an exchange or from another person at price $ 6.64 per share.	28 Aug 2025	44,630	423,435 (1%)	0%	6.6	296,165	Common Stock
TriplePoint Venture Growth BDC	Sajal K. Srivastava	Director, President and CIO	Purchase of securities on an exchange or from another person at price $ 6.64 per share.	28 Aug 2025	44,630	423,435 (1%)	0%	6.6	296,165	Common Stock
Federated Hermes Inc Ordinary	Thomas R. Donahue	Director, VP, CFO & Treasurer	Gift of securities by or to the insider at price $ 0.00 per share.	28 Aug 2025	25,525	574,948 (0%)	0%		0	Class B Common Stock
Carlyle Group Inc The Results Board Meeting	Harvey M. Schwartz	Director, Chief Executive Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 Aug 2025	22,884	6,211,773 (1%)	0%		0	Common Stock
P10 Inc Ordinary Shares	Edwin Poston	Director, Ten Percent Owner, See remarks	Sale of securities on an exchange or to another person at price $ 12.57 per share.	28 Aug 2025	15,000	2,561,507	-	12.6	188,550	Class A Common Stock
Hamilton Lane Inc Ordinary Board Meeting	Juan Delgado-Moreira	Director, Co-Chief Executive Officer, Ten Percent Owner	Gift of securities by or to the insider at price $ 0.00 per share.	28 Aug 2025	7,600	1,306,447 (4%)	0%		0	Class A Common Stock
Hamilton Lane Inc Ordinary Board Meeting	Juan Delgado-Moreira	Director, Co-Chief Executive Officer, Ten Percent Owner	Gift of securities by or to the insider at price $ 0.00 per share.	28 Aug 2025	7,600	14,375 (0%)	0%		0	Class A Common Stock
Carlyle Group Inc The Results Board Meeting	John C. Redett	Chief Financial Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 Aug 2025	2,992	1,096,386 (0%)	0%		0	Common Stock
MSC Income Fund Inc.	Cory E. Gilbert	CFO and Treasurer	Purchase of securities on an exchange or from another person at price $ 13.98 per share.	28 Aug 2025	1,050	3,096	-	14.0	14,679	Common Stock
MSC Income Fund Inc.	Cory E. Gilbert	CFO and Treasurer	Purchase of securities on an exchange or from another person at price $ 14.09 per share.	28 Aug 2025	750	3,846	-	14.1	10,568	Common Stock
Carlyle Group Inc The Results Board Meeting	Jeffrey W. Ferguson	General Counsel	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 Aug 2025	744	753,999 (0%)	0%		0	Common Stock
Carlyle Group Inc The Results Board Meeting	Lindsay P. LoBue	Chief Operating Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 Aug 2025	496	476,225 (0%)	0%		0	Common Stock
Crescent Capital BDC Inc	Kirill Bouek	Controller	Purchase of securities on an exchange or from another person at price $ 15.66 per share.	28 Aug 2025	200	1,057	-	15.7	3,133	Common Stock
Carlyle Group Inc The Results Board Meeting	Charles E. Andrews	Chief Accounting Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	28 Aug 2025	177	130,954 (0%)	0%		0	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 180.22 per share.	27 Aug 2025	103,465	1,294,853 (1%)	0%	180.2	18,646,462	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 181.02 per share.	27 Aug 2025	54,522	1,145,478 (0%)	0%	181.0	9,869,572	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 180.39 per share.	27 Aug 2025	52,852	1,200,000 (1%)	0%	180.4	9,533,972	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 180.72 per share.	27 Aug 2025	42,001	1,252,852 (1%)	0%	180.7	7,590,421	Class A Common Stock
Invesco	L. Allison Dukes	Chief Financial Officer	Gift of securities by or to the insider at price $ 0.00 per share.	27 Aug 2025	34,764	293,173 (0%)	0%		0	Common Shares
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 179.49 per share.	27 Aug 2025	26,220	1,398,318 (1%)	0%	179.5	4,706,228	Class A Common Stock
Hennessy Advisors Inc	Daniel B. Steadman	Executive VP, Advisory Committee Member	Gift of securities by or to the insider at price $ 0.00 per share.	27 Aug 2025	2,000	31,432 (0%)	0%		0	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 181.72 per share.	27 Aug 2025	1,000	1,144,478 (0%)	0%	181.7	181,720	Class A Common Stock
TriplePoint Venture Growth BDC	James P. Labe	Director, Chief Executive Officer	Purchase of securities on an exchange or from another person at price $ 6.63 per share.	26 Aug 2025	53,160	378,805 (1%)	0%	6.6	352,376	Common Stock
TriplePoint Venture Growth BDC	Sajal K. Srivastava	Director, President and CIO	Purchase of securities on an exchange or from another person at price $ 6.63 per share.	26 Aug 2025	53,160	378,805 (1%)	0%	6.6	352,376	Common Stock
TriplePoint Venture Growth BDC	James P. Labe	Director, Chief Executive Officer	Purchase of securities on an exchange or from another person at price $ 6.48 per share.	26 Aug 2025	27,988	325,645 (1%)	0%	6.5	181,298	Common Stock
TriplePoint Venture Growth BDC	Sajal K. Srivastava	Director, President and CIO	Purchase of securities on an exchange or from another person at price $ 6.48 per share.	26 Aug 2025	27,988	325,645 (1%)	0%	6.5	181,298	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 178.80 per share.	25 Aug 2025	157,585	1,453,064 (1%)	0%	178.8	28,176,198	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 178.24 per share.	25 Aug 2025	60,401	1,626,735 (1%)	0%	178.2	10,765,874	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 177.63 per share.	25 Aug 2025	46,121	1,687,136 (1%)	0%	177.6	8,192,473	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 179.13 per share.	25 Aug 2025	28,526	1,424,538 (1%)	0%	179.1	5,109,862	Class A Common Stock
Ares Management Corp Ordinary	Michael J. Arougheti	Director, Co-Founder and CEO	Sale of securities on an exchange or to another person at price $ 178.23 per share.	25 Aug 2025	24,233	4,773 (0%)	0%	178.2	4,319,048	Class A Common Stock
Ares Management Corp Ordinary	Michael J. Arougheti	Director, Co-Founder and CEO	Sale of securities on an exchange or to another person at price $ 177.59 per share.	25 Aug 2025	15,754	29,006 (0%)	0%	177.6	2,797,753	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 177.62 per share.	25 Aug 2025	10,086	1,610,649 (1%)	0%	177.6	1,791,475	Class A Common Stock
StepStone Group Inc - Ordi...	Scott W. Hart	Director, Chief Executive Officer, See remarks	Sale of securities on an exchange or to another person at price $ 61.44 per share.	25 Aug 2025	10,000	50,000	-	61.4	614,400	Class A Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 260.14 per share.	25 Aug 2025	5,806	9,313,735 (21%)	0%	260.1	1,510,350	Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 260.48 per share.	25 Aug 2025	3,432	9,319,641 (21%)	0%	260.5	893,977	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 180.35 per share.	25 Aug 2025	2,948	1,620,935 (1%)	0%	180.4	531,672	Class A Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 179.24 per share.	25 Aug 2025	2,852	1,623,883 (1%)	0%	179.2	511,192	Class A Common Stock
Ares Management Corp Ordinary	Michael J. Arougheti	Director, Co-Founder and CEO	Sale of securities on an exchange or to another person at price $ 180.37 per share.	25 Aug 2025	2,344	200 (0%)	0%	180.4	422,787	Class A Common Stock
Crescent Capital BDC Inc	Raymond Barrios	Managing Director	Purchase of securities on an exchange or from another person at price $ 15.63 per share.	25 Aug 2025	2,230	18,162	-	15.6	34,858	Common Stock
Ares Management Corp Ordinary	Michael J. Arougheti	Director, Co-Founder and CEO	Sale of securities on an exchange or to another person at price $ 179.43 per share.	25 Aug 2025	2,229	2,544 (0%)	0%	179.4	399,949	Class A Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 263.10 per share.	25 Aug 2025	1,528	9,323,189 (21%)	0%	263.1	402,012	Common Stock
Crescent Capital BDC Inc	Raymond Barrios	Managing Director	Purchase of securities on an exchange or from another person at price $ 15.62 per share.	25 Aug 2025	1,015	19,177	-	15.6	15,854	Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 264.01 per share.	25 Aug 2025	505	9,313,052 (21%)	0%	264.0	133,325	Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 265.12 per share.	25 Aug 2025	216	9,312,836 (21%)	0%	265.1	57,265	Common Stock
Ares Management Corp Ordinary	Antony P. Ressler	Director, Co-Founder & Exec. Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 181.26 per share.	25 Aug 2025	200	1,620,735 (1%)	0%	181.3	36,252	Class A Common Stock
Ares Management Corp Ordinary	Michael J. Arougheti	Director, Co-Founder and CEO	Sale of securities on an exchange or to another person at price $ 181.26 per share.	25 Aug 2025	200	0 (0%)	0%	181.3	36,252	Class A Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 263.07 per share.	25 Aug 2025	130	9,313,557 (21%)	0%	263.1	34,199	Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 263.84 per share.	25 Aug 2025	116	9,323,073 (21%)	0%	263.8	30,605	Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 261.67 per share.	25 Aug 2025	100	9,319,541 (21%)	0%	261.7	26,167	Common Stock
Morningstar Inc	Joseph D. Mansueto	Director, Executive Chairman, Ten Percent Owner	Sale of securities on an exchange or to another person at price $ 261.46 per share.	25 Aug 2025	48	9,313,687 (21%)	0%	261.5	12,550	Common Stock
TriplePoint Venture Growth BDC	James P. Labe	Director, Chief Executive Officer	Purchase of securities on an exchange or from another person at price $ 6.48 per share.	22 Aug 2025	80,000	297,657 (0%)	0%	6.5	518,248	Common Stock
TriplePoint Venture Growth BDC	Sajal K. Srivastava	Director, President and CIO	Purchase of securities on an exchange or from another person at price $ 6.48 per share.	22 Aug 2025	80,000	297,657 (0%)	0%	6.5	518,248	Common Stock
P10 Inc Ordinary Shares	Edwin Poston	Director, Ten Percent Owner, See remarks	Sale of securities on an exchange or to another person at price $ 12.80 per share.	22 Aug 2025	70,000	2,603,531	-	12.8	896,210	Class A Common Stock
TriplePoint Venture Growth BDC	James P. Labe	Director, Chief Executive Officer	Purchase of securities on an exchange or from another person at price $ 6.44 per share.	22 Aug 2025	42,003	217,657 (0%)	0%	6.4	270,415	Common Stock
TriplePoint Venture Growth BDC	Sajal K. Srivastava	Director, President and CIO	Purchase of securities on an exchange or from another person at price $ 6.44 per share.	22 Aug 2025	42,003	217,657 (0%)	0%	6.4	270,415	Common Stock
P10 Inc Ordinary Shares	Edwin Poston	Director, Ten Percent Owner, See remarks	Sale of securities on an exchange or to another person at price $ 12.50 per share.	22 Aug 2025	27,024	2,576,507	-	12.5	337,773	Class A Common Stock
AllianceBernstein Holding Lp Board Meeting	Seth P. Bernstein	Director, President and CEO	Sale of securities on an exchange or to another person at price $ 40.05 per share.	22 Aug 2025	24,946	238,510 (0%)	0%	40.0	999,087	AB Holding Units

*All Values are in $ Million

Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures

Data as reported to USA Exchanges

This section tracks all disclosures required by the U.S. Securities and Exchange Commission (SEC) under the Securities Exchange Act of 1934, particularly those related to Section 16 and Rule 10b-5, which govern insider trading activities in the U.S. market. These disclosures are made by corporate insiders, including executives, officers, directors, significant employees, and large shareholders, who are buying and selling stock in their own companies. You can search and filter within these results. You can also sort the information by clicking on the column headers.

Insider trading for Industry - Private Equity, Investment & Asset Managers stocks based on disclosures made from Aug 22, 2025 to Sep 05, 2025

Monitor Industry - Private Equity, Investment & Asset Managers insider transactions and discover insider buying and selling of stocks from Aug 22, 2025 to Sep 05, 2025.

The latest disclosure under SEC insider trading regulations was reported by KKR & Co. Inc., where the revocation of 194,000 Common Stock of common stock was executed . This transaction was reported to the Securities and Exchange Commission on Sept. 2, 2025.

Screeners based on Insider Trading parameters