As of March 23, 2026, StepStone's top three insider holders are Robert Waldo (TenPercentOwner, 5.02Mn shares), Monte M Brem (Director, 2.28Mn shares), Energy, Inc. Sanford (Other, 500.00K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert Waldo | 5,018,044 | 0 | 27 Oct, 2021 | |
| Monte M Brem | 0 | 2,276,888 | 13 Sep, 2024 | |
| Energy, Inc. Sanford | 500,000 | 0 | 04 Dec, 2024 | |
| Michael I Mccabe | Head Of Strategy | 306,026 | 122,209 | 12 Dec, 2025 |
| Michael I Mccabe | Head Of Strategy | 313,178 | 0 | 17 Mar, 2026 |
| Michael I Mccabe | Head Of Strategy | 0 | 122,209 | 12 Dec, 2025 |
| Scott W Hart | Chief Executive Officer | 78,605 | 0 | 17 Mar, 2026 |
| Private Equity, Llc Arg | 52,500 | 0 | 19 Nov, 2021 | |
| Scott W Hart | Chief Executive Officer | 50,883 | 0 | 17 Mar, 2025 |
| David Y Park | Chief Financial Officer | 50,641 | 0 | 17 Mar, 2026 |
| Jason P Ment | President Co Coo | 49,680 | 0 | 17 Mar, 2026 |
| Johnny D Randel | Chief Financial Officer | 37,657 | 0 | 16 Feb, 2023 |
| Jason P Ment | See Remarks | 34,155 | 0 | 28 May, 2025 |
| Thomas Keck | 0 | 30,623 | 01 Oct, 2025 | |
| Thomas Keck | 0 | 30,623 | 01 Oct, 2025 | |
| Anne L Raymond | 27,237 | 0 | 10 Sep, 2025 | |
| Thomas Keck | 21,118 | 0 | 17 Mar, 2026 | |
| Jose A Fernandez | Co Chief Operating Officer | 18,828 | 0 | 17 Mar, 2026 |
| David Y Park | Chief Financial Officer | 18,649 | 0 | 17 Feb, 2026 |
| Thomas Keck | 13,966 | 0 | 17 Mar, 2025 | |
| Jose A Fernandez | Co Chief Operating Officer | 13,966 | 0 | 17 Mar, 2025 |
| Steven R Mitchell | 12,793 | 0 | 25 Feb, 2026 | |
| Valerie Gay Brown | 6,717 | 0 | 10 Sep, 2025 | |
| Anthony Keathley | Chief Accounting Officer | 3,540 | 0 | 17 Mar, 2026 |
| Anthony Keathley | Chief Accounting Officer | 1,928 | 0 | 17 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Michael I Mccabe | Class A Common Stock | A | 7,152 | - | 313,178 | D | A |
| 13 Mar, 2026 | Jason P Ment | Class A Common Stock | A | 15,525 | - | 49,680 | D | A |
| 13 Mar, 2026 | Anthony Keathley | Class A Common Stock | A | 1,612 | - | 3,540 | D | A |
| 13 Mar, 2026 | Jose A Fernandez | Class A Common Stock | A | 7,152 | - | 18,828 | D | A |
| 13 Mar, 2026 | Thomas Keck | Class A Common Stock | A | 7,152 | - | 21,118 | D | A |
| 13 Mar, 2026 | David Y Park | Class A Common Stock | A | 9,814 | - | 28,463 | D | A |
| 13 Mar, 2026 | Scott W Hart | Class A Common Stock | A | 27,722 | - | 78,605 | D | A |
| 13 Mar, 2026 | David Y Park | Class A Common Stock | A | 22,178 | - | 50,641 | D | A |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 1,200 | $44.65 | 1,200 | D | P |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 86 | $44.33 | 1,286 | D | P |
| 23 Feb, 2026 | Steven R Mitchell | Class A Common Stock | A | 11,507 | $44.18 | 12,793 | D | P |
| 14 Feb, 2026 | Anthony Keathley | Class A Common Stock | D | 296 | $56.76 | 1,928 | D | F |
| 14 Feb, 2026 | David Y Park | Class A Common Stock | D | 3,480 | $56.76 | 18,649 | D | F |
| 14 Feb, 2026 | Anthony Keathley | Class A Common Stock | D | 296 | $56.76 | 1,928 | D | F |
| 14 Feb, 2026 | David Y Park | Class A Common Stock | D | 3,480 | $56.76 | 18,649 | D | F |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 4,616 | $71.99 | 5,384 | I | S |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 4,616 | $71.99 | 5,384 | I | S |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 5,384 | $72.97 | 0 | I | S |
| 26 Jan, 2026 | Scott W Hart | Class A Common Stock | D | 5,384 | $72.97 | 0 | I | S |
| 26 Dec, 2025 | Scott W Hart | Class A Common Stock | D | 10,000 | $66.17 | 10,000 | I | S |