Form 4 for STEP StepStone Group Inc.
Accepted 2025-10-01 00:00:00 ET · period of report 2025-09-30 · accession 0001821978-25-000003 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMI | 2025-10-01 | 2025-09-30 | STEP | Keck Thomas | Dir | G - Gift | $0.00 | 0 | 2.52M | New | $0 |
| DMI | 2025-10-01 | 2025-09-30 | STEP | Keck Thomas | Dir | G - Gift | — | 0 | 30.6K | New | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class B Common Stock | 2025-09-30 | G | A | 30,623 | $0.00 | 30,623 | I By Croft & Company LLC | — | — | (F1) On September 30, 2025, the Reporting Person transferred 30,623 Class B Units of Stepstone Group LP, together with an equal number of shares of Class B Common Stock (collectively, the "Transferred Interest") to an entity (the "Transferee Entity") owned entirely by a trust established for the benefit of Reporting Person's immediate family (such transaction, the "Transfer"). Pursuant to the terms of the Transfer, the Reporting Person is required to retain the exclusive right to exercise or direct the exercise of voting control in respect of the Transferred Interests. Notwithstanding the foregoing, the Reporting Person disclaims all beneficial ownership of the Transferred Interests. |
| 2 | Common | Class B Common Stock | 2025-09-30 | G | D | 30,623 | $0.00 | 2,520,501 | I By Trust | — | — | (F1) On September 30, 2025, the Reporting Person transferred 30,623 Class B Units of Stepstone Group LP, together with an equal number of shares of Class B Common Stock (collectively, the "Transferred Interest") to an entity (the "Transferee Entity") owned entirely by a trust established for the benefit of Reporting Person's immediate family (such transaction, the "Transfer"). Pursuant to the terms of the Transfer, the Reporting Person is required to retain the exclusive right to exercise or direct the exercise of voting control in respect of the Transferred Interests. Notwithstanding the foregoing, the Reporting Person disclaims all beneficial ownership of the Transferred Interests. |
| 3 | Derivative | Class B Units | 2025-09-30 | G | D | 30,623 | — | 2,520,501 | I By Trust | — · — to — | 30,623 Class A Common Stock | (F1) On September 30, 2025, the Reporting Person transferred 30,623 Class B Units of Stepstone Group LP, together with an equal number of shares of Class B Common Stock (collectively, the "Transferred Interest") to an entity (the "Transferee Entity") owned entirely by a trust established for the benefit of Reporting Person's immediate family (such transaction, the "Transfer"). Pursuant to the terms of the Transfer, the Reporting Person is required to retain the exclusive right to exercise or direct the exercise of voting control in respect of the Transferred Interests. Notwithstanding the foregoing, the Reporting Person disclaims all beneficial ownership of the Transferred Interests. (F2) Class B Units of StepStone Group LP are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. |
| 4 | Derivative | Class B Units | 2025-09-30 | G | A | 30,623 | — | 30,623 | I By Croft & Company LLC | — · — to — | 30,623 Class A Common Stock | (F1) On September 30, 2025, the Reporting Person transferred 30,623 Class B Units of Stepstone Group LP, together with an equal number of shares of Class B Common Stock (collectively, the "Transferred Interest") to an entity (the "Transferee Entity") owned entirely by a trust established for the benefit of Reporting Person's immediate family (such transaction, the "Transfer"). Pursuant to the terms of the Transfer, the Reporting Person is required to retain the exclusive right to exercise or direct the exercise of voting control in respect of the Transferred Interests. Notwithstanding the foregoing, the Reporting Person disclaims all beneficial ownership of the Transferred Interests. (F2) Class B Units of StepStone Group LP are exchangeable, on a one-for-one basis, for shares of Class A Common Stock of the Issuer. Upon exchange of a Class B Unit, the corresponding share of Class B Common Stock of the Issuer will be automatically redeemed and cancelled. |