Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| StepStone Group Inc.STEP · Entity 3755 | Chief Accounting Officer | March 13, 2026 | March 17, 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 March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,540 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 1,612 · Balance 3,540 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 17, 2026 18:58 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 1,612 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002005327-26-000004 · wk-form4_1773788288.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,540 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 19:19 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 296 | $56.76 | $16,800.96 |
DisclosureSEC source: 0002005327-26-000002 · wk-form4_1771373996.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,928 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 981 vested restricted stock units on February 14, 2026. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 18:52 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 838 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-25-000030 · wk-form4_1742251963.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,224 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 19, 2025 Filed Feb 21, 2025 18:53 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 538 | $63.00 | $33,894.00 |
DisclosureSEC source: 0001796022-25-000015 · wk-form4_1740181982.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,386 F1 · price: The sales reported in this Form 4 were effected in multiple trades at prices ranging from $62.99 to $63.02. The price reported above reflects the weighted average purchase 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, 2025 Filed Feb 18, 2025 20:43 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 234 | $62.47 | $14,617.98 |
DisclosureSEC source: 0001796022-25-000011 · wk-form4_1739929404.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,924 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 772 vested restricted stock units on February 14, 2025. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 19:14 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 729 | $68.85 | $50,191.65 |
DisclosureSEC source: 0001796022-24-000092 · wk-form4_1731543244.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,158 Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:10 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 296 | $56.83 | $16,821.68 |
DisclosureSEC source: 0001796022-24-000082 · wk-form4_1727903396.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,887 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 1,025 vested restricted stock units on September 30, 2024. Read SEC document |
| February 22, 2024 Filed Feb 22, 2024 19:11 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 469 | $35.70 | $16,743.30 |
DisclosureSEC source: 0001796022-24-000031 · wk-form4_1708647079.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,183 Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 19:07 UTC | StepStone Group Inc. STEP · Entity 3755 | GrantClass A Common Stock | 542 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001796022-24-000011 · wk-form4_1708042017.xml · nonDerivative · entry 3 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,652 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 15, 2024 19:07 UTC | StepStone Group Inc. STEP · Entity 3755 | Tax withholdingClass A Common Stock | 167 | $35.21 | $5,880.07 |
DisclosureSEC source: 0001796022-24-000011 · wk-form4_1708042017.xml · nonDerivative · entry 2 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,110 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the release of 636 vested restricted stock units on February 14, 2024. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 19:07 UTC | StepStone Group Inc. STEP · Entity 3755 | SaleClass A Common Stock | 699 | $34.95 | $24,430.05 |
DisclosureSEC source: 0001796022-24-000011 · wk-form4_1708042017.xml · nonDerivative · entry 1 Keathley Anthony · CIK 0002005327 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,277 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.