OWL BLUE OWL CAPITAL INC. Insider Trading

Co-CEO Ostrover acquired 158,000 shares for $2.4M at $15.06; cluster of 3 other insiders bought within 14 days at distressed price -41.3% from high.

Ostrover Douglas I (Co-Chief Executive Officer) executed 2 separate purchases totaling 158,000 shares for $2,379,469.37 on December 1-2, 2025, establishing a new position at $15.06 per share. The timing coincides with a sharp pullback—the stock trades at $15.66 currently but sits -41.3% from its 52-week high of $26.68 and down -13.2% over the past 90 days, creating a material price dislocation. This acquisition is reinforced by a cluster pattern: 3 other insiders also purchased shares within the past 14 days. While the company shows solid fundamentals (annual revenue growth of +36.3%, P/E of 2.07, latest quarterly revenue of $150,441,000.00), the coordinated insider buying activity during a steep drawdown suggests leadership perceives value at current depressed levels relative to recent trading range.

CFO Alan Kirshenbaum buys 33,670 shares of OWL at $14.87; 3 other insiders also bought within 14 days

Kirshenbaum, the Chief Financial Officer, made an initial open-market purchase of 33,670 shares for $500,807.58 at $14.87 per share on 2025-12-01, establishing a position where he held zero shares beforehand. This transaction is particularly noteworthy because a cluster pattern has emerged: 3 other insiders also purchased shares within the same 14-day window, suggesting coordinated or independently motivated accumulation at similar valuations. The stock has declined 41.3% from its 52-week high of $26.68 and is down 13.2% over the past 90 days, yet fundamentals remain solid with annual revenue growth of 36.3%, a P/E ratio of 2.07, and quarterly net income of $6,310,000.00. The synchronized insider buying amid a drawdown from prior highs warrants investor attention as a potential signal of management's valuation assessment at this price level.

Blue Owl Co-President Packer Craig purchases 125,000 shares at $15.06 in 4 transactions totaling $1.9M; cluster pattern with 3 other insiders buying in past 14 days.

Co-President Craig Packer executed 4 separate purchases totaling 125,000 shares for $1,882,491.59 on December 1–2, 2025, at a blended average price of $15.06 per share, bringing his holdings to 31,000 shares post-transaction from a short position of -94,000 shares. This large open-market purchase coincides with a cluster pattern: 3 other insiders also bought within the past 14 days. The stock is currently trading at $15.66, up 0.6% from the transaction price but down 41.3% from its 52-week high of $26.68 and down 13.2% over the past 90 days. Blue Owl's fundamentals show robust revenue growth of +36.3% annually with a P/E ratio of 2.07, though the stock has declined 3.1% in the past 30 days. The coordinated insider buying activity, particularly the size of Packer's purchase, warrants close observation of what prompted multiple executives to acquire shares at this price point during a broader downtrend.

Co-CEO Lipschultz buys 158,000 shares at $15.06 across 4 transactions on 12/1–12/2; cluster of 3 other insiders also buying

LIPSCHULTZ MARC S, Co-Chief Executive Officer, executed 4 separate purchases totaling 158,000 shares for $2,379,469.36 at a blended average price of $15.06 on 2025-12-01 and 2025-12-02. The timing coincides with a cluster buy pattern—3 other insiders also purchased shares within the past 14 days—suggesting broad internal alignment around current valuation. The stock trades at a P/E of 2.07 with annual revenue growth of +36.3%, yet is -41.3% from its 52-week high of $26.68 and down -13.2% over the past 90 days, creating a disconnect between operational momentum and recent price weakness. The multiple insider acquisitions in concentrated time frame warrant close observation of whether this reflects a systematic opportunity or a localized bottom-fishing event.