Finley John G 4
4 · Blackstone Inc. · Filed Mar 12, 2026
Research Summary
AI-generated summary of this filing
Blackstone (BX) Chief Legal Officer John G. Finley Gifts 7,500 Shares
What Happened
John G. Finley, Chief Legal Officer of Blackstone Inc. (BX), reported gift transactions dated March 10, 2026 that show 7,500 shares disposed and 7,500 shares acquired (both reported at $0.00). The entries reflect a transfer of 7,500 common shares into a trust for which Finley serves as investment trustee; the filings record the transfer as gifts rather than sales.
Key Details
- Transaction date: March 10, 2026; Form 4 filed March 12, 2026 (appears timely).
- Reported transaction type: G (Gift). Price per share reported: $0.00 (no cash proceeds).
- Shares involved: 7,500 shares transferred (disposition) and 7,500 shares received (acquisition) — representing a trust transfer, not an open‑market sale or purchase.
- Relevant footnotes: F1 indicates the transfer was to a trust where Finley is investment trustee; F2 notes certain transfers between a GRAT and the Reporting Person were exempt under Rule 16a‑13; other footnotes (F3–F8) describe various family/trust holdings and trusteeship roles.
- Beneficial ownership disclaimer: Finley disclaims beneficial ownership except to the extent of his pecuniary interest.
Context
Gifts and intra‑family or trust transfers are common estate‑planning moves and do not directly signal confidence or lack thereof in the stock price. The Rule 16a‑13 note indicates some transfers were exempt from reporting under the securities rules, which is typical for certain trust restructurings.
Insider Transaction Report
- Gift
Common Stock
[F1][F2]2026-03-10−7,500→ 408,795 total - Gift
Common Stock
[F1][F3]2026-03-10+7,500→ 7,500 total(indirect: See footnote)
- 22,523(indirect: See footnote)
Common Stock
[F4] - 11,000(indirect: See footnote)
Common Stock
[F5] - 2,000(indirect: See footnote)
Common Stock
[F6] - 2,000(indirect: See footnote)
Common Stock
[F7] - 52,500(indirect: See footnote)
Common Stock
[F2][F8]
Footnotes (8)
- [F1]The Reporting Person transferred 7,500 shares of common stock to a trust, of which the Reporting Person is investment trustee.
- [F2]Reflects certain transfers made between a grantor retained annuity trust ("GRAT") and the Reporting Person. Such transfers were exempt from reporting pursuant to Rule 16a-13 under the Securities Exchange Act of 1934, as amended.
- [F3]These shares are held by a trust for the benefit of the Reporting Person's spouse and descendants, of which the Reporting Person is the investment trustee.
- [F4]These shares are held by a limited liability company, of which the Reporting Person is the manager.
- [F5]These shares are held by a trust for the benefit of the Reporting Person and his family members, of which the Reporting Person is a trustee.
- [F6]These shares are held by a trust for the benefit of the Reporting Person's spouse and her family members, of which the Reporting Person is a trustee.
- [F7]These shares are held by a trust for the benefit of the Reporting Person's spouse, of which the Reporting Person's spouse is the trustee.
- [F8]These shares are held by a GRAT, of which the Reporting Person is investment trustee.