Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| StepStone Group Inc.STEP · Entity 3755 | Chief Financial Officer | September 30, 2026 | October 02, 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.
StepStone Group Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 50,775 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 70 · Balance 50,775 F1: On September 30, 2026, the Reporting Person purchased 70 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six-month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of September 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 30, 2026, the Reporting Person purchased 70 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six-month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of September 30, 2026.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 01:00 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 70 | $36.89 | $2,582.30 |
DisclosureSEC source: 0001822773-26-000010 · wk-form4_1790888447.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,775 F1 · kind: On September 30, 2026, the Reporting Person purchased 70 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six-month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of September 30, 2026. F1 · price: On September 30, 2026, the Reporting Person purchased 70 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six-month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of September 30, 2026. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 14:42 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 64 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001822773-26-000007 · wk-form4_1775155355.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,705 F1 · kind: On March 31, 2026, the Reporting Person purchased 64 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of March 31, 2026. F1 · price: On March 31, 2026, the Reporting Person purchased 64 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of March 31, 2026. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 18:57 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 22,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001822773-26-000005 · wk-form4_1773788219.xml · nonDerivative · entry 2 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,641 F1 · shares: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2027, 2028, 2029 and 2030, subject to the Reporting Person's continued employment through the applicable vesting date. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2027, 2028, 2029 and 2030, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 18:57 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 9,814 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001822773-26-000005 · wk-form4_1773788219.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,463 F1 · shares: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2027, 2028, 2029 and 2030, subject to the Reporting Person's continued employment through the applicable vesting date. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2027, 2028, 2029 and 2030, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| February 14, 2026 Filed Feb 17, 2026 19:17 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 3,480 | $56.76 | $197,524.80 |
DisclosureSEC source: 0001822773-26-000003 · wk-form4_1771373859.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,649 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 6,640 vested restricted stock units on February 14, 2026. Read SEC document |
| October 01, 2025 Filed Oct 1, 2025 18:55 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 109 | $45.81 | $4,993.29 |
DisclosureSEC source: 0001822773-25-000005 · wk-form4_1759359319.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,129 F1 · kind: On October 1, 2025, the Reporting Person purchased 109 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of April 1, 2025. F1 · price: On October 1, 2025, the Reporting Person purchased 109 shares of Class A Common Stock pursuant to the Issuer's Employee Stock Purchase Plan (the "ESPP"). The ESPP provides that eligible employees may purchase shares of Class A Common Stock at six month period intervals for a price equal to 85% of the lower of the closing sales price of one share of Class A Common Stock (such price, the "Fair Market Value") on either the first or last trading day of the offering period. The price paid by the Reporting Person represents 85% of the Fair Market Value as of April 1, 2025. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 16:36 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 1,000 | $63.26 | $63,260.00 |
DisclosureSEC source: 0001822773-25-000003 · wk-form4_1757709368.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,020 Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 18:50 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 5,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-25-000027 · wk-form4_1742251832.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,020 F1 · shares: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2026, 2027, 2028 and 2029, subject to the Reporting Person's continued employment through the applicable vesting date. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2026, 2027, 2028 and 2029, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 20:44 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 2,754 | $62.47 | $172,042.38 |
DisclosureSEC source: 0001796022-25-000012 · wk-form4_1739929453.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,497 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 5,258 vested restricted stock units on February 14, 2025. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 19:07 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 3,000 | $68.21 | $204,630.00 |
DisclosureSEC source: 0001796022-24-000090 · wk-form4_1731542822.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,251 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $68.18 to $68.31. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:08 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 3,966 | $56.83 | $225,387.78 |
DisclosureSEC source: 0001796022-24-000081 · wk-form4_1727903277.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,251 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 7,825 vested restricted stock units on September 30, 2024. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:37 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 2,500 | $44.13 | $110,325.00 |
DisclosureSEC source: 0001796022-24-000047 · wk-form4_1717533411.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,217 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $44.11 to $44.25. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:54 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 7,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000019 · wk-form4_1708120468.xml · nonDerivative · entry 2 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,717 F2 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2025, 2026, 2027 and 2028, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:54 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 1,722 | $35.21 | $60,631.62 |
DisclosureSEC source: 0001796022-24-000019 · wk-form4_1708120468.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,262 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 3,395 vested restricted stock units on February 14, 2024. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 18:23 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 3,880 | $31.58 | $122,530.40 |
DisclosureSEC source: 0001796022-23-000073 · wk-form4_1696371792.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,984 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 7,825 vested restricted stock units on September 29,2023. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 16:24 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 2,541 | $32.02 | $81,362.82 |
DisclosureSEC source: 0001796022-23-000071 · wk-form4_1695068653.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,864 F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $32.00 to $32.08. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 18:24 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 1,459 | $32.02 | $46,717.18 |
DisclosureSEC source: 0001796022-23-000067 · wk-form4_1694730237.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,405 F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $32.00 to $32.04. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 18:33 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 2,400 | $28.52 | $68,448.00 |
DisclosureSEC source: 0001796022-23-000027 · wf-form4_167780000549864.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,864 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 15:10 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 7,767 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-23-000023 · wf-form4_167657820670234.xml · nonDerivative · entry 2 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,264 F2 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2024, 2025, 2026 and 2027, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 15:10 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 734 | $28.97 | $21,263.98 |
DisclosureSEC source: 0001796022-23-000023 · wf-form4_167657820670234.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,497 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 1,453 vested restricted stock units on February 14, 2023. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 18:39 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 3,000 | $27.40 | $82,200.00 |
DisclosureSEC source: 0001796022-22-000063 · wf-form4_167123393692600.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,231 F1 · price: This transaction was effected in multiple trades at prices ranging from $27.35 to $27.43. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 17:34 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 3,880 | $24.51 | $95,098.80 |
DisclosureSEC source: 0001796022-22-000049 · wf-form4_166483277293837.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,231 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 7,825 vested restricted stock units on September 30, 2022. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 17:56 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 5,811 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-22-000017 · wf-form4_164505213705959.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,111 F1 · shares: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2023, 2024, 2025 and 2026, subject to the Reporting Person's continued employment through the applicable vesting date. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of February 14, 2023, 2024, 2025 and 2026, subject to the Reporting Person's continued employment through the applicable vesting date. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 19:57 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 3,000 | $45.01 | $135,030.00 |
DisclosureSEC source: 0001796022-21-000086 · wf-form4_163529261257182.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,300 F1 · price: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $45.00 to $45.06. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 17:15 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 31,300 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-051508 · doc4.xml · nonDerivative · entry 1 Park David Y · CIK 0001822773 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,300 F1 · kind: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of September 30, 2021, 2022, 2023 and 2024, subject to the Reporting Person's continued employment through the applicable vesting date. F1 · price: Represents the number of shares of Class A Common Stock issued to the Reporting Person pursuant to an award of restricted stock units under the Issuer's 2020 Long Term Incentive Plan. The award vests in equal annual installments on each of September 30, 2021, 2022, 2023 and 2024, subject to the Reporting Person's continued employment through the applicable vesting date. 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.