Through the 90-day period concluding February 19, 2026, StepStone's top three insider stakeholders include TenPercentOwner James Lim (6.21Mn shares), TenPercentOwner Robert Waldo (5.02Mn shares), Director Monte M Brem (2.28Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| James Lim | 6,208,351 | 20 Feb, 2024 | |
| Robert Waldo | 5,018,044 | 27 Oct, 2021 | |
| Monte M Brem | 2,276,888 | 13 Sep, 2024 | |
| Energy, Inc. Sanford | 500,000 | 04 Dec, 2024 | |
| Michael I Mccabe | Head Of Strategy | 428,235 | 12 Dec, 2025 |
| Private Equity, Llc Arg | 52,500 | 19 Nov, 2021 | |
| Scott W Hart | Chief Executive Officer | 50,883 | 17 Mar, 2025 |
| Thomas Keck | 44,589 | 17 Mar, 2025 | |
| Johnny D Randel | Chief Financial Officer | 37,657 | 16 Feb, 2023 |
| Jason P Ment | See Remarks | 34,155 | 28 May, 2025 |
| Anne L Raymond | 27,237 | 10 Sep, 2025 | |
| David Y Park | Chief Financial Officer | 18,649 | 17 Feb, 2026 |
| Jose A Fernandez | Co Chief Operating Officer | 13,966 | 17 Mar, 2025 |
| David F Hoffmeister | 13,934 | 10 Sep, 2025 | |
| Valerie Gay Brown | 6,717 | 10 Sep, 2025 | |
| Anthony Keathley | Chief Accounting Officer | 1,928 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | 4,616 | $71.99 | 5,384 | I | S |
| 26 Dec, 2025 | Scott W Hart | Class A Common Stock | D | 10,000 | $66.17 | 10,000 | I | S |
| 10 Dec, 2025 | Michael I Mccabe | Class A Common Stock | D | 9,300 | $66.82 | 306,026 | D | S |
| 10 Dec, 2025 | Michael I Mccabe | - | - | 122,209 | I | |||
| 10 Dec, 2025 | Michael I Mccabe | - | - | 315,326 | D | |||
| 10 Dec, 2025 | Michael I Mccabe | - | - | 306,026 | D | |||
| 10 Dec, 2025 | Michael I Mccabe | Class A Common Stock | D | 74,214 | $66.14 | 122,209 | I | S |
| 10 Dec, 2025 | Michael I Mccabe | Class A Common Stock | D | 108,538 | $66.15 | 315,326 | D | S |
| 25 Nov, 2025 | Scott W Hart | Class A Common Stock | D | 10,000 | $61.70 | 20,000 | I | S |
| 13 Nov, 2025 | Jose A Fernandez | Class A Common Stock | D | 14,958 | $62.75 | 0 | I | S |
| 13 Nov, 2025 | Jose A Fernandez | - | - | 0 | I | |||
| 13 Nov, 2025 | Jose A Fernandez | - | - | 14,958 | I | |||
| 13 Nov, 2025 | Jose A Fernandez | Class A Common Stock | D | 55,444 | $62.18 | 14,958 | I | S |
| 12 Nov, 2025 | Jose A Fernandez | - | - | 70,402 | I | |||
| 12 Nov, 2025 | Jose A Fernandez | Class A Common Stock | D | 57,798 | $62.70 | 76,422 | I | S |
| 12 Nov, 2025 | Jose A Fernandez | Class A Common Stock | D | 6,020 | $63.17 | 70,402 | I | S |
| 12 Nov, 2025 | Jose A Fernandez | - | - | 134,220 | I |