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BX · Blackstone Inc.
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BX Blackstone (BX) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001393818
Quote by TradingView
Congress · 1Form 144 · 4
Funds added, last quarter
1,139
13F, latest reported quarter

What the filings say about BX

Insiders, 180 days
-$28.1M net sold
1 buyer · 4 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2025-12-18
Planned sales (Form 144), 90 days
$24.4M
4 notices

Blackstone insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Blackstone Inc. insiders sold a net $28.1M of stock across 136 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Baratta Joseph
Director
SELL
2026-09-18 SEC
42,246
$5.2M
-7.7%
Context
  • 34 earlier Form 4 trades (code P or S) here by this insider (34 sales), the last on Sep 25, 2025.
  • The trade is 5.1% of the 829,353 shares held after it.
  • No other insider sold within 30 days.
  • 1,139 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Baratta Joseph sold about $5.2M of BX on Sep 18, 2026; 1,139 funds added in the latest 13F quarter.
Baratta Joseph
Director
SELL
2026-09-18 SEC
57,754
$7.2M
-7.7%
Context
  • 34 earlier Form 4 trades (code P or S) here by this insider (34 sales), the last on Sep 25, 2025.
  • The trade is 7.5% of the 771,599 shares held after it.
  • No other insider sold within 30 days.
  • 1,139 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Baratta Joseph sold about $7.2M of BX on Sep 18, 2026; 1,139 funds added in the latest 13F quarter.
Finley John G
Chief Legal Officer
SELL
2026-08-12 SECtraded 2026-08-11
19,802
$2.9M
-21.8%
Context
  • 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on Sep 8, 2025.
  • The trade is 3.7% of the 541,215 shares held after it.
  • 2 other insiders sold within 30 days.
  • 1,139 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer Finley John G sold about $2.9M of BX on Aug 11, 2026; 2 other insiders sold within 30 days and 1,139 funds added in the latest 13F quarter.
Finley John G
Chief Legal Officer
SELL
2026-08-12 SECtraded 2026-08-11
25,198
$3.7M
-21.8%
Context
  • 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on Sep 8, 2025.
  • The trade is 4.9% of the 516,017 shares held after it.
  • 2 other insiders sold within 30 days.
  • 1,139 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Legal Officer Finley John G sold about $3.7M of BX on Aug 11, 2026; 2 other insiders sold within 30 days and 1,139 funds added in the latest 13F quarter.
Payne David
Chief Accounting Officer
SELL
2026-08-12 SECtraded 2026-08-11
9,500
$1.4M
-21.8%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 7, 2025.
  • The trade is 14.7% of the 64,448 shares held after it.
  • 2 other insiders sold within 30 days.
  • 1,139 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer Payne David sold about $1.4M of BX on Aug 11, 2026; 2 other insiders sold within 30 days and 1,139 funds added in the latest 13F quarter.
136 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 131 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$28.1M over 180 days
-$24.4M over 90 days
below 90% of Financial Services
Congress
1 member bought in the last year
the lowest in Financial Services
Funds
1,139 funds bought in last quarter
more than 97% of Financial Services
Revenue
+9.2% year over year
below 52% of Financial Services
Margin
20.9% net margin
more than 71% of Financial Services
Buybacks
no share repurchases reported
Short interest
2.5% of the float short (float per yahoo 2026-10-27) · 3.4 days to cover · settled 2026-10-15
more than 52% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch BX

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-21.6%12M
-33%-20%-7%+6%2025-102025-122026-022026-042026-062026-082026-10 2026-09-18 · Baratta Joseph sold $7.2M2026-09-18 · Baratta Joseph sold $5.2M2026-08-11 · Finley John G sold $3.7M2026-08-11 · Finley John G sold $2.9M2026-08-04 · Sawhney Vikrant sold $2.5M2026-05-01 · Sawhney Vikrant sold $2.1M2025-10-29 · BREYER JAMES bought $2.0M2026-05-01 · Sawhney Vikrant sold $1.6M2026-08-04 · Sawhney Vikrant sold $1.6M2025-11-04 · BREYER JAMES bought $1.5M2026-08-11 · Payne David sold $1.4M2025-11-04 · BREYER JAMES bought $528.7K2026-02-17 · Porat Ruth bought $35.9K2026-08-10 · Porat Ruth bought $33.6K2025-11-10 · Porat Ruth bought $30.8K2026-05-11 · Porat Ruth bought $28.3K2026-02-17 · Porat Ruth bought $19.6K2026-08-10 · Porat Ruth bought $17.3K2025-11-10 · Porat Ruth bought $16.8K2026-05-11 · Porat Ruth bought $15.4K2026-02-17 · Porat Ruth bought $13.1K2026-08-10 · Porat Ruth bought $11.5K2025-11-10 · Porat Ruth bought $11.2K2026-05-11 · Porat Ruth bought $10.3K2026-09-18 · Baratta Joseph filed to sell $12.4M2026-08-11 · Finley John G filed to sell $6.6M2026-08-11 · Payne David filed to sell $1.4M2026-08-04 · Sawhney Vikrant filed to sell $4.1M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns BX: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
51,943,245 sh
$6.1B
VANGUARD CAPITAL MANAGEMENT LLC
48,510,319 sh
$5.7B
MORGAN STANLEY
34,842,332 sh
$4.1B
STATE STREET CORP
32,463,609 sh
$3.8B
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
23,500,355 sh
$2.8B

Congress trades in BX

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Julie Johnson
Sold 2025-12-18 · disclosed 28 days later
$1,001 - $15,000
Dan Newhouse
Bought 2025-12-11 · disclosed 35 days later
$1,001 - $15,000
Julie Johnson
Sold 2025-11-13 · disclosed 28 days later
$1,001 - $15,000
Marjorie Taylor Greene
Bought 2025-10-24 · disclosed 4 days later
$1,001 - $15,000
Julie Johnson
Sold 2025-08-14 · disclosed 28 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

BX planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Baratta Joseph
Filed 2026-09-18
$12.4M
Finley John G
Filed 2026-08-11
$6.6M
Payne David
Filed 2026-08-11
$1.4M
Sawhney Vikrant
Filed 2026-08-04
$4.1M

BX mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
VanEck Alternative Asset Manager ETF
$27.9M position · as of 2026-06-30
12.4%
BECK, MACK & OLIVER PARTNERS FUND
$4.4M position · as of 2026-06-30
5.7%
Invesco Global Listed Private Equity ETF
$11.7M position · as of 2026-07-31
5.0%
Brookstone Dividend Stock ETF
$4.7M position · as of 2026-05-31
5.0%
Avory Foundational ETF
$2.8M position · as of 2026-05-29
4.8%
TBG Dividend Focus ETF
$11.8M position · as of 2026-07-31
4.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $28.1M sold by insiders over 180 days, 1,139 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $24.4M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
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Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

BX financials

Revenue growth
+9.2%
XBRL, annual
Net margin
20.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$16.1B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+21.8%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$5.5B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.48x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.42x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+40.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+7.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
26.11x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$98.4B
market value at close 2026-10-27 on 2026-07-31 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
+6.3%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
1.27x
P/E over trailing EPS growth of 20%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$14.5B$13.2B$8.0B$8.5B
Net income$3.0B$2.8B$1.4B$1.7B
EPS (diluted)3.873.621.842.36
Operating cash flow$4.7B$3.5B$4.1B$6.3B
Cash$2.6B$2.0B$3.0B$4.3B
Long-term debt$12.6B$11.5B$11.6B$12.5B
Dividends paid$6.0B$4.4B$4.3B$6.5B
SEC XBRL, fiscal years, as known on 2026-10-28

BX Stock Sonar score 6/7 axes

Find similar shapesCompare

BX ranks highest on profitability (85th percentile) and institutional and government (64th), and lowest on insider conviction (33rd), among Financial Services peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
85
Inputs
  • Return on equity+40.5% · 92 pct, sector of 205
  • Return on assets+7.4% · 77 pct, sector of 266
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
50
Inputs
  • Debt to equity1.48x · 25 pct, sector of 181
  • Cash flow to debt0.42x · 74 pct, sector of 141
Growth
48
Inputs
  • Revenue growth, YoY+9.2% · 48 pct, sector of 245
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
33
Inputs
  • Net Form 4 buying (codes P and S), 180d-$28.1M · 8 pct, sector of 160
  • Insider buyers, 180d1 · 57 pct, sector of 164
Institutional and government
64
Inputs
  • Funds adding, latest quarter1,139 · 97 pct, sector of 278
  • Congress net buyers, 365d0 · 37 pct, sector of 31
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$650K · 56 pct, sector of 40
Risk and compliance
52
Inputs
  • Short interest, % of float+2.5% · 57 pct, sector of 388
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+13.6% · 47 pct, sector of 175
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

BX filings, in plain words

Are Blackstone insiders buying or selling BX?

In the 180 days to 2026-10-28, Blackstone insiders were net sellers, a net $28.1M: $116.4K of purchases and $28.2M of sales reported on Form 4, by 1 buyer and 4 sellers.

Have members of Congress traded BX?

Yes. In the year to 2026-10-28, 1 House member disclosed buying BX and 1 House member disclosed selling it; the latest on record is a sale by Julie Johnson dated 2025-12-18.

Are there planned insider sales of BX?

Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $24.4M of stock; the latest, by Baratta Joseph, was filed 2026-09-18.

Read the full summary

In the 180 days to 2026-10-28, Blackstone insiders were net sellers of BX, a net $28.1M across purchases and sales reported on Form 4 by 1 buyer and 4 sellers. Sales outweighed purchases more than tenfold by value. None of the 9 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying BX and 1 member disclosed selling it; the latest on record is a sale by Julie Johnson dated 2025-12-18. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $24.4M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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