Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Beacon Apollo Total Return FundXXXXX · Entity 163617 | Director | August 30, 2018 | August 30, 2018 |
| American Beacon Sound Point Enhanced Income FundXXXXX · Entity 165216 | Director | June 29, 2018 | June 29, 2018 |
| BLUE OWL CAPITAL INC.OWL · Entity 3287 | Director | May 07, 2026 | May 08, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
American Beacon Apollo Total Return Fund
Report date August 30, 2018 · Filed August 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of beneficial interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-08-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
American Beacon Sound Point Enhanced Income Fund
Report date June 29, 2018 · Filed June 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of beneficiary interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-06-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
BLUE OWL CAPITAL INC.
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 69,909 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 20,429 · Balance 69,909 F1: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on May 7, 2026. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 15, 2027. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested. |
| Class A SharesSEC Table I · non-derivative | IndirectBy Spouse | 30,000 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on May 7, 2026. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 15, 2027. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 8, 2026 20:30 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | GrantClass A Shares | 20,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214736 · ownership.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,909 F1 · shares: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on May 7, 2026. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 15, 2027. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:30 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | GrantClass A Shares | 10,905 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-068084 · ownership.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,480 F1 · shares: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on May 8, 2025. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 15, 2026. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:30 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | GrantClass A Shares | 10,887 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-058708 · ownership.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,575 F1 · shares: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on May 9, 2024. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 15, 2025. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested. Read SEC document |
| May 11, 2023 Filed May 15, 2023 10:30 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | GrantClass A Shares | 9,485 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012919 · doc4.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,688 F1 · shares: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on May 11, 2023. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 15, 2024. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested. Read SEC document |
| August 11, 2022 Filed Aug 13, 2022 00:04 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | GrantClass A Shares | 8,203 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-028560 · doc4.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,203 F1 · shares: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on August 11, 2022. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 15, 2023. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 22:00 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | PurchaseClass A Shares | 10,000 | $12.24 | $122,400.00 |
DisclosureSEC source: 0001823945-22-000024 · wf-form4_164694960644530.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 30,000 Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 21:13 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | PurchaseClass A Shares | 20,000 | $15.60 | $312,000.00 |
DisclosureSEC source: 0001823945-21-000071 · wf-form4_163770200327617.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 20,000 Read SEC document |
| November 04, 2021 Filed Nov 5, 2021 20:19 UTC | BLUE OWL CAPITAL INC. OWL · Entity 3287 | GrantClass A Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001823945-21-000045 · wf-form4_163614356711507.xml · nonDerivative · entry 1 Holz Claudia A · CIK 0001745205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: The amount shown represents Restricted Share Units ("RSUs") granted to the Reporting Person on November 4, 2021. Each RSU represents the contingent right to receive one of the Issuer's Class A Shares upon vesting. The RSUs will vest, subject to certain limited exceptions, on May 19, 2022. With respect to each vested RSU, the Reporting Person shall receive one Class A Share within 30 days following the date on which an RSU becomes vested. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.