StepStone's three largest insider shareholders as of September 09, 2026 are James Lim (TenPercentOwner, 6.21Mn shares), Robert Waldo (TenPercentOwner, 5.02Mn shares), Robert Waldo (TenPercentOwner, 5.02Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | James Lim | TenPercentOwner | 0 | 6,208,351 | 6,208,351 | 17.5% | 20 Feb, 2024 |
| 2 | Robert Waldo | TenPercentOwner | 5,018,044 | 0 | 5,018,044 | 14.1% | 27 Oct, 2021 |
| 3 | Energy, Inc. Sanford | Other | 3,830,328 | 0 | 3,830,328 | 10.8% | 04 Dec, 2024 |
| 4 | Private Equity, Llc Arg | TenPercentOwner | 3,715,208 | 0 | 3,715,208 | 10.5% | 19 Nov, 2021 |
| 5 | Michael I Mccabe | Head Of Strategy | 2,339,320 | 937,416 | 3,276,736 | 9.2% | 11 Jun, 2026 |
| 6 | Scott W Hart | Chief Executive Officer | 78,605 | 3,061,782 | 3,140,387 | 8.8% | 17 Mar, 2026 |
| 7 | Jose A Fernandez | Co Chief Operating Officer | 18,828 | 3,016,601 | 3,035,429 | 8.5% | 02 Apr, 2026 |
| 8 | Thomas Keck | Director | 21,118 | 2,551,124 | 2,572,242 | 7.2% | 17 Mar, 2026 |
| 9 | Monte M Brem | Director, Other | 0 | 2,276,888 | 2,276,888 | 6.4% | 13 Sep, 2024 |
| 10 | Jason P Ment | President Co Coo | 1,177,929 | 0 | 1,177,929 | 3.3% | 17 Mar, 2026 |
| 11 | Johnny D Randel | Chief Financial Officer | 1,164,250 | 0 | 1,164,250 | 3.3% | 16 Feb, 2023 |
| 12 | David Y Park | Chief Financial Officer | 50,705 | 0 | 50,705 | 0.1% | 02 Apr, 2026 |
| 13 | Anne L Raymond | Director | 27,237 | 0 | 27,237 | 0.1% | 10 Sep, 2025 |
| 14 | David F Hoffmeister | Director | 13,934 | 0 | 13,934 | 0.0% | 10 Sep, 2025 |
| 15 | Steven R Mitchell | Director | 12,793 | 0 | 12,793 | 0.0% | 25 Feb, 2026 |
| 16 | Valerie Gay Brown | Director | 6,717 | 0 | 6,717 | 0.0% | 10 Sep, 2025 |
| 17 | Anthony Keathley | Chief Accounting Officer | 3,540 | 0 | 3,540 | 0.0% | 17 Mar, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 11 Jun, 2026 | Michael I Mccabe | Head Of Strategy | Acquired P | 96,887 | $41.71 | $4.04Mn | 410,065 | Direct |
| 11 Jun, 2026 | Michael I Mccabe | Head Of Strategy | Acquired P | 23,113 | $42.44 | $980.92K | 433,178 | Direct |
| 01 Jun, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed S | 28,324 | $47.90 | $1.36Mn | 173,966 | Indirect |
| 01 Jun, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed S | 56,176 | $48.57 | $2.73Mn | 117,790 | Indirect |
| 01 Jun, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed S | 12,117 | $49.78 | $603.18K | 105,673 | Indirect |
| 01 Jun, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed S | 3,383 | $50.59 | $171.15K | 102,290 | Indirect |
| 02 Jun, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed S | 85,200 | $46.41 | $3.95Mn | 17,090 | Indirect |
| 02 Jun, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed S | 14,800 | $47.33 | $700.48K | 2,290 | Indirect |
| 03 Jun, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed S | 2,290 | $42.64 | $97.65K | 0 | Indirect |
| 31 Mar, 2026 | Jose A Fernandez | Co Chief Operating Officer | Acquired C | 200,000 | — | — | 200,000 | Indirect |
| 31 Mar, 2026 | David Y Park | Chief Financial Officer | Acquired A | 64 | — | — | 50,705 | Direct |
| 31 Mar, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed D | 200,000 | $0.00 | $200 | 3,016,601 | Indirect |
| 31 Mar, 2026 | Jose A Fernandez | Co Chief Operating Officer | Disposed C | 200,000 | — | — | 3,016,601 | Indirect |
| 13 Mar, 2026 | Michael I Mccabe | Head Of Strategy | Acquired A | 7,152 | — | — | 313,178 | Direct |
| 13 Mar, 2026 | Scott W Hart | Chief Executive Officer | Acquired A | 27,722 | — | — | 78,605 | Direct |
| 13 Mar, 2026 | Anthony Keathley | Chief Accounting Officer | Acquired A | 1,612 | — | — | 3,540 | Direct |
| 13 Mar, 2026 | David Y Park | Chief Financial Officer | Acquired A | 9,814 | — | — | 28,463 | Direct |
| 13 Mar, 2026 | Jose A Fernandez | Co Chief Operating Officer | Acquired A | 7,152 | — | — | 18,828 | Direct |
| 13 Mar, 2026 | Thomas Keck | Director | Acquired A | 7,152 | — | — | 21,118 | Direct |
| 13 Mar, 2026 | Jason P Ment | President Co Coo | Acquired A | 15,525 | — | — | 49,680 | Direct |