Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lazard, Inc. | 49,342 | reported | 01 Mar 2022 | tx 216+4,920,052−5,147,583 |
| Ares Management Corp | 34,071 | reported | 06 Feb 2026 | tx 6+34,071 |
| LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC | 20,000 | reported | 19 Mar 2009 | tx 5+22,900−8,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Feb 2026 | PURCHASE | Ares Management Corp | 10,000 | 126.61 USD | |
| 31 Jul 2025 | GRANT_AWARD | Ares Management Corp | 1,166 | 0.00 USD | |
| 11 Mar 2025 | PURCHASE | Ares Management Corp | 10,000 | 141.33 USD | first after silence |
| 01 Aug 2024 | GRANT_AWARD | Ares Management Corp | 1,173 | 0.00 USD | |
| 15 Aug 2023 | PURCHASE | Ares Management Corp | 10,000 | 98.08 USD | first after silence |
| 27 Jul 2023 | GRANT_AWARD | Ares Management Corp | 1,732 | 0.00 USD | |
| 01 Mar 2022 | EXERCISE | Lazard, Inc. | 217,937 | — | |
| 01 Mar 2022 | OTHER | Lazard, Inc. | 95,456 | 34.58 USD | |
| 01 Mar 2022 | EXERCISE | Lazard, Inc. | 217,937 | — | deriv |
| 23 Feb 2022 | GRANT_AWARD | Lazard, Inc. | 181,390 | — | deriv |
| 02 Mar 2021 | TAX_WITHHOLDING | Lazard, Inc. | 719 | 40.52 USD | |
| 02 Mar 2021 | EXERCISE | Lazard, Inc. | 1,350 | — | |
| 02 Mar 2021 | SALE | Lazard, Inc. | 200,000 | 40.52 USD | |
| 01 Mar 2021 | EXERCISE | Lazard, Inc. | 83,044 | — | |
| 01 Mar 2021 | EXERCISE | Lazard, Inc. | 83,044 | — | |
| 02 Mar 2021 | EXERCISE | Lazard, Inc. | 1,350 | — | deriv |
| 02 Mar 2021 | GRANT_AWARD | Lazard, Inc. | 1,350 | — | deriv |
| 24 Feb 2021 | EXERCISE | Lazard, Inc. | 62,206 | — | |
| 24 Feb 2021 | TAX_WITHHOLDING | Lazard, Inc. | 62,206 | 40.67 USD | |
| 24 Feb 2021 | EXERCISE | Lazard, Inc. | 62,206 | — | |
| 24 Feb 2021 | EXERCISE | Lazard, Inc. | 116,883 | — | |
| 24 Feb 2021 | GRANT_AWARD | Lazard, Inc. | 116,883 | — | deriv |
| 24 Feb 2021 | GRANT_AWARD | Lazard, Inc. | 55,280 | — | deriv |
| 24 Feb 2021 | EXERCISE | Lazard, Inc. | 116,883 | — | deriv |
| 20 Nov 2020 | EXERCISE | Lazard, Inc. | 596 | — |
3 purchases reported after at least 12 months of silence — most recent on 11 Mar 2025.