Ment Jason P

SEC source: 0001822643-26-000002 · wk-form4_1773788122.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · President & Co-COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,680

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.

SEC source: 0001796022-25-000044 · wk-form4_1748479596.xml · nonDerivative · entry 4

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,155

F4 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $62.00 to $62.03. 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

SEC source: 0001796022-25-000044 · wk-form4_1748479596.xml · nonDerivative · entry 3

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,755

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $61.00 to $61.99. 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

SEC source: 0001796022-25-000044 · wk-form4_1748479596.xml · nonDerivative · entry 2

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 55,073

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $60.00 to $60.95. 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

SEC source: 0001796022-25-000044 · wk-form4_1748479596.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 89,763

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $60.00 to $60.02. 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.

SEC source: 0001796022-25-000035 · wk-form4_1747442367.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,663

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $60.00 to $60.07. 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.

SEC source: 0001796022-25-000025 · wk-form4_1742251665.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,463

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, 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.

SEC source: 0001796022-24-000049 · wk-form4_1717533505.xml · derivative · entry 4

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,128,249

Underlying: Class A Common Stock · 346,842 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled.

F2 · price: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units.

F3 · derivative.exercise_date: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled.

F3 · derivative.expiration_date: Pursuant to an Exchange Agreement, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled.

SEC source: 0001796022-24-000049 · wk-form4_1717533505.xml · derivative · entry 3

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 346,842 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units.

F2 · price: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units.

F2 · derivative.exercise_date: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units.

F2 · derivative.expiration_date: The Class B2 Units vested 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units on June 1, 2024, they automatically converted into Class B Units.

SEC source: 0001796022-24-000049 · wk-form4_1717533505.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,128,249

F1 · shares: Per the Issuer's Amended and Restated Certificate of Incorporation, upon vesting of the Class B2 Units of the Partnership into Class B Units of the Partnership, the Issuer shall issue a number of shares of Class B Common Stock registered in the name of the applicable holder equal to the number of Class B Units issued upon such vesting event, in exchange for payment in cash to the Issuer of the aggregate par value of the shares of Class B Common Stock so issued.

F1 · price: Per the Issuer's Amended and Restated Certificate of Incorporation, upon vesting of the Class B2 Units of the Partnership into Class B Units of the Partnership, the Issuer shall issue a number of shares of Class B Common Stock registered in the name of the applicable holder equal to the number of Class B Units issued upon such vesting event, in exchange for payment in cash to the Issuer of the aggregate par value of the shares of Class B Common Stock so issued.

SEC source: 0001796022-24-000017 · wk-form4_1708120269.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,271

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, 2025, 2026, 2027 and 2028 subject to the Reporting Person's continued employment through the applicable vesting date.

SEC source: 0001796022-23-000052 · wk-form4_1693952999.xml · nonDerivative · entry 3

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 70,568

F3 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $30.39 to $31.05. 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.

SEC source: 0001796022-23-000052 · wk-form4_1693952999.xml · nonDerivative · entry 2

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 74,166

F2 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.35. 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.

SEC source: 0001796022-23-000052 · wk-form4_1693952999.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 89,992

F1 · price: This transaction was executed pursuant to a Rule 10b5-1 trading plan in multiple trades at prices ranging from $31.00 to $31.05. 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.

SEC source: 0000945621-23-000357 · form4.xml · nonDerivative · entry 2

Ment Jason P · CIK 0001822643 · Officer of Sub-Adviser

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRAs

Disclosed balance after: 8,243.348

SEC source: 0001796022-23-000017 · wf-form4_167657770020021.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,568

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, 2024, 2025, 2026 and 2027, subject to the Reporting Person's continued employment through the applicable vesting date.

SEC source: 0001796022-22-000016 · wf-form4_164505205543340.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,761

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.

SEC source: 0001567619-21-001569 · doc1.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · Officer of Sub-Adviser

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

SEC source: 0001209191-20-051491 · doc4.xml · derivative · entry 5

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 346,842

Underlying: Class A Common Stock · 346,842 shares

Expires not disclosed

F6 · derivative.exercise_price: In the Reorganization, Class A2 Units in the Partnership held prior to the IPO were reclassified into Class B2 Units. The Class B2 Units vest 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units, they will automatically convert into Class B Units, which will be exchangeable on a one-for-one basis for shares of Class A Common Stock.

F6 · kind: In the Reorganization, Class A2 Units in the Partnership held prior to the IPO were reclassified into Class B2 Units. The Class B2 Units vest 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units, they will automatically convert into Class B Units, which will be exchangeable on a one-for-one basis for shares of Class A Common Stock.

F6 · price: In the Reorganization, Class A2 Units in the Partnership held prior to the IPO were reclassified into Class B2 Units. The Class B2 Units vest 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units, they will automatically convert into Class B Units, which will be exchangeable on a one-for-one basis for shares of Class A Common Stock.

F6 · derivative.exercise_date: In the Reorganization, Class A2 Units in the Partnership held prior to the IPO were reclassified into Class B2 Units. The Class B2 Units vest 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units, they will automatically convert into Class B Units, which will be exchangeable on a one-for-one basis for shares of Class A Common Stock.

F6 · derivative.expiration_date: In the Reorganization, Class A2 Units in the Partnership held prior to the IPO were reclassified into Class B2 Units. The Class B2 Units vest 30% on June 1, 2021 and 5.83% on each quarterly anniversary thereafter, contingent upon the Reporting Person's continued service to the Issuer. Upon the final vesting date of the Class B2 Units, they will automatically convert into Class B Units, which will be exchangeable on a one-for-one basis for shares of Class A Common Stock.

SEC source: 0001209191-20-051491 · doc4.xml · derivative · entry 4

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 781,407

Underlying: Class A Common Stock · 781,407 shares

Expires not disclosed

F4 · derivative.exercise_price: Pursuant to an Exchange Agreement entered into in connection with the Reorganization, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled.

F5 · kind: In the Reorganization, Class A Units in the Partnership held prior to the IPO were converted into Class B Units.

F4 · price: Pursuant to an Exchange Agreement entered into in connection with the Reorganization, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled.

F4 · derivative.exercise_date: Pursuant to an Exchange Agreement entered into in connection with the Reorganization, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled.

F4 · derivative.expiration_date: Pursuant to an Exchange Agreement entered into in connection with the Reorganization, the Class B Units of the Partnership are exchangeable, on a one-for-one basis, for shares of Class A Common Stock. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock will be automatically redeemed and cancelled.

SEC source: 0001209191-20-051491 · doc4.xml · nonDerivative · entry 3

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 781,407

F3 · kind: In the reorganization (the "Reorganization") of StepStone Group LP (the "Partnership") in connection with the closing of the IPO, shares of Class B Common Stock of the Issuer, par value $0.001 per share, were issued without additional consideration in exchange for interests in the general partner of the Partnership. The Class B Common Stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution, winding up or an exchange of those shares. However, the Class B Common Stock entitles its holder to five votes per share on every matter submitted to the Issuer's stockholders for a vote until the occurrence of a sunset, as described in the Issuer's Amended and Restated Certificate of Incorporation.

F3 · price: In the reorganization (the "Reorganization") of StepStone Group LP (the "Partnership") in connection with the closing of the IPO, shares of Class B Common Stock of the Issuer, par value $0.001 per share, were issued without additional consideration in exchange for interests in the general partner of the Partnership. The Class B Common Stock does not carry economic value beyond the right to receive the par value of such stock upon liquidation, dissolution, winding up or an exchange of those shares. However, the Class B Common Stock entitles its holder to five votes per share on every matter submitted to the Issuer's stockholders for a vote until the occurrence of a sunset, as described in the Issuer's Amended and Restated Certificate of Incorporation.

SEC source: 0001209191-20-051491 · doc4.xml · nonDerivative · entry 2

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,950

F2 · kind: Represents the purchase of shares of Class A Common Stock in the Issuer's directed share program in connection with its initial public offering ("IPO").

SEC source: 0001209191-20-051491 · doc4.xml · nonDerivative · entry 1

Ment Jason P · CIK 0001822643 · See remarks · See remarks

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,490

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.