Services Allied With The Exchange Of Securities - Insider Trading Data

Insiders are officers, directors, or significant investors. This page shows insider sentiment and transactions for the Services industry. Research shows that insider trades are predictive of future stock returns. By examining insider trades for an industry, we can understand what well-informed people think of the overall future industry prospects.

Services Allied With The Exchange Of Securities - Insider Buy/Sell Ratio

Insider selling and buying is a useful indicator for analyzing the market because it serves as a proxy for their optimism or pessimism in their own companies. By looking at ratio of total selling and buying across the entire market, we might be able to draw some conclusions about the future market.

We offer two charts here. The first one shows the total dollar volume of buying and selling by insiders. The second chart shows the ratio of the number of insiders selling, vs. the number of insiders buying. In both charts, we filter out trades made by indirect holders (such as trusts), and 10% owners (who, although considered an 'insider' by the SEC, do not actually manage the companies in which they are considered insiders).

Corporate Insider Buy Sell Ratio (Dollar Volume) - Services Allied With The Exchange Of Securities
Corporate Insider Buy Sell Ratio (Insider Count) - Services Allied With The Exchange Of Securities
Services Allied With The Exchange Of Securities - Transaction History

Click the link icon to see the full transaction history. Transactions reported as part of a 10b5-1 automatic trading plan will have an X in the column marked 10b-5.

Tran
Date
Security Form Insider Code 10b5-1 Direct Share
Price
Shares
Changed
2025-08-31 IVZ / Invesco Ltd. 4 Sharp Douglas J A - Award D 11,891
2025-08-31 IVZ / Invesco Ltd. 4 Sharp Douglas J A - Award D 13,547
2025-08-29 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 179.57 -38,975
2025-08-29 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 180.31 -1,723
2025-08-29 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 179.10 -60,334
2025-08-29 WHG / Westwood Holdings Group, Inc. 4 CASEY BRIAN O S - Sale D 18 -6,750
2025-08-29 GROW / U.S. Global Investors, Inc. 4 Callicotte Lisa J - Other D 2.44 388
2025-08-29 GROW / U.S. Global Investors, Inc. 4 HOLMES FRANK E J - Other D 2.44 978
2025-08-29 KKR / KKR & Co. Inc. 4 BAE JOSEPH Y By Trusts G - Gift I -398,335
2025-08-29 KKR / KKR & Co. Inc. 4 BAE JOSEPH Y By Trust G - Gift I 398,335
2025-08-28 PX / P10, Inc. 4 Poston Edwin A. By TrueBridge Colonial Fund, u/a 11/15/2015 S - Sale I 12.57 -15,000
2025-08-28 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 180.39 -52,852
2025-08-28 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 181.02 -54,522
2025-08-28 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 181.72 -1,000
2025-08-28 HLNE / Hamilton Lane Incorporated 4 Delgado-Moreira Juan By Trust G - Gift I -7,600
2025-08-28 HLNE / Hamilton Lane Incorporated 4 Delgado-Moreira Juan G - Gift D 7,600
2025-08-28 FHI / Federated Hermes, Inc. 4 DONAHUE THOMAS R G - Gift D -25,525
2025-08-28 CG / The Carlyle Group Inc. 4 LoBue Lindsay A - Award D 496
2025-08-28 CG / The Carlyle Group Inc. 4 SCHWARTZ HARVEY M A - Award D 22,884
2025-08-28 CG / The Carlyle Group Inc. 4 Redett John C. A - Award D 2,992
2025-08-28 CG / The Carlyle Group Inc. 4 Andrews Charles Elliott Jr. A - Award D 177
2025-08-28 CG / The Carlyle Group Inc. 4 Ferguson Jeffrey W. A - Award D 744
2025-08-27 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 264.0099 -505
2025-08-27 HLI / Houlihan Lokey, Inc. 4 SIEGERT PAUL ERIC S - Sale D 199.95 -40,000
2025-08-27 PX / P10, Inc. 4 Thomas P. Danis, Jr. Revocable Living Trust dated March 10, 2003 S - Sale D 12.3692 -21,700
2025-08-27 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 261.45 -48
2025-08-27 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 265.1167 -216
2025-08-27 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 263.071 -130
2025-08-27 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 180.72 -42,001
2025-08-27 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 180.22 -103,465
2025-08-27 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 260.136 -5,806
2025-08-27 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 179.49 -26,220
2025-08-27 HNNA / Hennessy Advisors, Inc. 4 STEADMAN DANIEL B G - Gift D -2,000
2025-08-27 IVZ / Invesco Ltd. 4 DUKES LAURA ALLISON G - Gift D -34,764
2025-08-27 HLI / Houlihan Lokey, Inc. 4 SIEGERT PAUL ERIC C - Conversion D 40,000
2025-08-26 PX / P10, Inc. 4 Jon I. Madorsky Revocable Trust dated December 1, 2008 S - Sale D 12.4522 -50,000
2025-08-26 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 178.80 -157,585
2025-08-26 PX / P10, Inc. 4 Poston Edwin A. By TrueBridge Colonial Fund, u/a 11/15/2015 S - Sale I 12.499 -27,024
2025-08-26 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 179.13 -28,526
2025-08-26 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 177.62 -10,086
2025-08-26 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 260.4828 -3,432
2025-08-26 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 261.67 -100
2025-08-25 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 263.097 -1,528
2025-08-25 MORN / Morningstar, Inc. 4 Mansueto Joseph D S - Sale D 263.84 -116
2025-08-25 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 179.24 -2,852
2025-08-25 STEP / StepStone Group Inc. 4 Hart Scott W By Trust S - Sale I 61.44 -10,000
2025-08-25 ARES / Ares Management Corporation 4 Arougheti Michael J By Atticus Enterprises LLC S - Sale I 181.26 -200
2025-08-25 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 178.24 -60,401
2025-08-25 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 180.35 -2,948
2025-08-25 ARES / Ares Management Corporation 4 RESSLER ANTONY P By TJ Capital Investors, LLC S - Sale I 177.63 -46,121
P
Achat sur le marché public ou privé d'un titre non dérivé ou dérivé
S
Vente sur le marché public ou privé d'un titre non dérivé ou dérivé
A
Attribution, récompense ou autre acquisition de titres de l'entreprise (comme une option).
C
Conversion d'un produit dérivé
D
Vente ou transfert de titres à l'entreprise
F
Paiement du prix d'exercice ou de la dette fiscale en utilisant une partie des titres reçus de l'entreprise
G
Don de titres par ou à l'initié
K
Swaps d'actions et opérations de couverture similaires
M
Exercice ou conversion d'un titre dérivé reçu de l'entreprise (tel qu'une option)
V
Une transaction déclarée volontairement sur le formulaire 4
J
Autre (accompagnée d'une note de bas de page décrivant la transaction)