Blackstone Inc.

Blackstone Private Multi-Asset Credit & Income Fund acquired 765,110 shares of BXMR at $26.14 for $20.0M on 2026-06-23

Blackstone Private Multi-Asset Credit & Income Fund, as a 10% owner, purchased 765,110 shares for $20,000,000.00, increasing its holdings from 7,117,033 shares to 7,882,144 shares — a net addition of +10.8% to its prior position. The acquisition occurred at $26.14 per share. The target fund reported net income of $19,344,000.00 in the relevant period. This represents a substantial $20.0M commitment by a major shareholder, though the motivation for and timing of the transaction relative to broader fund performance or asset allocation decisions cannot be determined from the filing alone.

BX Buzz ML-1 GP LLC (10% owner) dumps 7,477,500 shares of BMBL for $28.2M at $3.78, down -65.7% from 52-week high of $8.64

BX Buzz ML-1 GP LLC executed 7 separate sales totaling 7,477,500 shares for $28,228,310.25 at $3.78 on 2026-06-16, reducing its stake by 99.7% from 7,496,874 shares to 19,374 shares post-transaction. The current price of $2.96 sits -65.7% below the 52-week high of $8.64, and the company reported negative full-year net income despite generating $212.4M in quarterly revenue and a -9.9% annual revenue decline. The insider's track record across other tickers shows a 90-day well-timed rate of 75.00%, and at this specific ticker (BMBL), all 5 prior sells were well-timed at the 90-day mark, with the most recent three-transaction cluster on 2026-03-17 posting +22.8% at 30 days but -16.2% at 90 days. This near-complete exit during a depressed valuation environment—combined with the company's deteriorating profitability and the insider's demonstrated pattern of well-timed exits at this ticker—signals a material confidence shift at a critical juncture in BMBL's trading recovery.

BCP 8 Holdings Mozart Manager LLC sold 33,317,824 shares ($1.2B) in 4 separate transactions at $36.54, reducing stake by -94.4%

BCP 8 Holdings Mozart Manager LLC executed 4 separate sales totaling 33,317,824 shares for $1,217,349,994.41, reducing its stake from 35,308,291 shares to 1,990,467 shares. The sales occurred at $36.54 per share, while the current price stands at $35.75, placing the stock -29.7% from its 52-week high of $50.88. Notably, the insider's prior 4 sales at MDLN were each well-timed at the 90-day mark (100.00% timing success rate at this ticker), with the pattern established by 4 identical transactions on 2026-03-10 each showing 90d returns of -9.8%, demonstrating the insider sold ahead of subsequent declines. The company's fundamentals show revenue of $7,352,000,000.00 with net income of $239,000,000.00 and annual revenue growth of +11.5%, yet the stock has declined -20.1% over 30 days and -19.5% over 90 days from this transaction date, establishing context for a near-complete exit position.

Blackstone Treasury Holdings III LLC acquires 9,486,795 shares for $189,735,900.00 at $20.00 in private placement at BXDC

Blackstone Treasury Holdings III LLC, a 10% owner, completed 2 purchases totaling 9,486,795 shares for $189,735,900.00 at $20.00 on 2026-05-15, increasing its post-transaction holdings to 9,111,800 shares. This is a private placement transaction, not a discretionary open-market purchase. Within the same 14-day period, 2 other insiders also initiated purchases, establishing a cluster buy pattern. The large scale ($189.7M aggregate value) and institutional ownership structure are material to shareholders, though the non-discretionary nature of the transaction constrains interpretation of it as a conviction-based signal.

Blackstone EMA III sells 15.39M LGN shares for $831.3M, reducing stake 44.4%; stock at 52-wk high

Blackstone EMA III, a 10% owner of Legence Corp., executed 2 separate sales totaling 15,394,112 shares for $831,282,048.00 at $54.00 on 2026-04-09, reducing holdings from 34,691,493 to 19,297,381 shares (a -44.4% net change vs pre-transaction holdings). The sale occurred exactly at the 52-week high of $59.75, with the stock up 16.3% in 30 days and 34.3% in 90 days prior to the filing date. Blackstone's prior 4 sales at LGN show a 0.00% well-timed rate at the 90-day mark—all prior sales were followed by stock appreciation, suggesting a pattern of selling before rallies rather than before declines. The company trades near its 52-week high despite fundamental headwinds: annual revenue growth of +21.5% masks an unprofitable full-year net income and a -$576.0K loss in the latest quarter, signaling potential valuation risk at elevated price levels.

BX Buzz ML-1 GP LLC (10% owner) sold 7,477,504 shares for $26,246,039.04 on 2026-03-17, reducing holdings by 99.7%.

BX Buzz ML-1 GP LLC executed 7 separate sales totaling 7,477,504 shares at $3.51 per share on 2026-03-17, generating $26,246,039.04 and cutting its stake from 7,503,336 shares to 25,832 shares — a 99.7% reduction in holdings. This represents a near-complete exit by a 10% owner from Bumble Inc. at a price -56.4% from the 52-week high of $8.57. The company's fundamentals show annual revenue decline of -9.9% and full-year net income was negative, despite positive quarterly earnings. The timing follows a pattern of well-executed exits: across the insider's 5 prior trades at BMBL, all 5 were well-timed at the 90-day mark (each posting -36.1% 90-day returns), and the insider's broader cross-ticker track record shows a 70.59% well-timed rate on prior sells. The magnitude and structure of this filing—near-complete liquidation by a major stakeholder during a period of fundamental deterioration—warrants investor attention to capital structure shifts and insider conviction changes at this company.

10% owner BCP 8 Holdings Mozart Manager L.L.C. sells 27,852,986 shares for $1.1B at $40.51, reducing holdings by 92.0% to 2.43M shares

BCP 8 Holdings Mozart Manager L.L.C., a principal 10% shareholder in Medline Inc., executed 4 separate sales totaling 27,852,986 shares for $1,128,268,756.88 on 2026-03-10, reducing its stake from 30,281,667 shares to 2,428,681 shares—a 92.0% reduction in holdings. The sales occurred at $40.51 per share against a current market price of $41.07, with the stock down 9.3% over the prior 30 days and trading 17.8% below its 52-week high of $49.99. This near-complete exit by a major insider holder occurs while the company reports robust 11.5% annual revenue growth, creating a meaningful divergence between fundamental performance and the shareholder's decision to substantially liquidate.

Blackstone EMA III sold 1,260,326 shares at $45.00 for $56,714,670; retains 25,162,794 shares post-transaction

Blackstone EMA III L.L.C., a 10% owner, executed 2 separate sales totaling 1,260,326 shares for $56,714,670 at $45.00 on 2026-01-08, reducing its holding by 4.8% to 25,162,794 shares. The stock closed at $43.53 immediately after the transactions, representing a 10.2% decline from its 52-week high of $48.48 and a 10.2% drop over the prior 30 days, though it remains up 39.3% over 90 days. The company reported quarterly revenue of $708,006,000 against a net loss of $576,000, indicating operational challenges at scale. This filing contains a derivative conversion (Table II), so the reported share count reflects only a partial position statement; the insider's total economic exposure cannot be assessed from Table I alone without access to derivative holdings data.

Mozart Aggregator II LP (10% holder) sells 13,462,600 shares of MDLN for $381.9M at $28.37, retaining 142.92M shares

Mozart Aggregator II LP, a 10% shareholder, executed a sale of 13,462,600 shares at $28.37 per share, generating $381,911,075.58 in proceeds while maintaining a substantial 142,918,680-share position post-transaction. The sale reduced the holder's stake by 8.6% relative to pre-transaction holdings, but the insider retained more than 90% of its prior position, signaling continued material exposure to Medline. The current market price of $42.18 (as of 2025-12-22) stands at a premium to the transaction price of $28.37, indicating the stock has appreciated in the four trading days since listing. The partial reduction in a large, concentrated position warrants observation of whether additional tranches are planned or whether this represents a single liquidity event by a significant existing shareholder.

Blackstone EMA III sells 8.40M shares of Legence for $378.1M at $45.00

Blackstone EMA III L.L.C., a 10% owner of Legence Corp., executed 2 separate sales totaling 8,402,178 shares on 2025-12-16 for $378,098,010.00 at $45.00 per share, reducing its stake from 34,045,177 to 25,642,999 shares (-24.7% of pre-transaction holdings). The sale occurred at a price substantially above the current price of $41.92 (7.4% premium) and near the 52-week high of $48.48, while the company recently posted a quarterly net loss of $576,000. The magnitude of this institutional reduction—8.4M shares for $378.1M—reflects meaningful portfolio action by a major holder. Investors should monitor whether this derivative-conversion transaction signals a shift in the PE sponsor's conviction or capital allocation priorities, particularly given the company's negative net income in its latest quarter.