Welcome to our dedicated page for Blackstone SEC filings (Ticker: BX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Blackstone Inc. (NYSE: BX), a public company described as the world’s largest alternative asset manager. These documents offer detailed insight into Blackstone’s capital structure, financing arrangements, results of operations and other material events, and are sourced from the SEC’s EDGAR system.
Blackstone’s recent Form 8-K filings show several categories of disclosures. Some reports cover material definitive agreements, such as the amended and restated revolving credit facility for Blackstone Holdings Finance Co. L.L.C., which includes financial covenants like a maximum net leverage ratio and a minimum level of fee-generating assets under management. Other 8-Ks describe senior notes offerings by Blackstone Reg Finance Co. L.L.C., an indirect subsidiary, including the terms of unsecured notes due 2030 and 2036 that are fully and unconditionally guaranteed by Blackstone Inc. and certain holding partnerships, along with redemption and change of control repurchase provisions.
Additional 8-K filings address results of operations and financial condition, where Blackstone furnishes press releases and detailed presentations announcing quarterly financial results, and Regulation FD disclosures that provide preliminary revenue estimates related to realization activity over specified periods. Amendments to prior 8-Ks may also appear, such as corrections to figures in an earnings presentation.
Through this filings page, users can quickly locate Blackstone’s current reports and, where available, related exhibits such as underwriting agreements, indentures, opinions of counsel and press releases. AI-powered tools on the platform can help summarize lengthy documents, highlight key terms in credit agreements or note offerings, and surface items related to topics like leverage, fee-generating assets under management, or guarantees by holding entities, allowing investors to review complex filings more efficiently.
Blackstone Inc. Chief Legal Officer John G. Finley reported gifting 15,000 shares of Blackstone common stock on March 10, 2026. The Form 4 shows two bona fide gift transfers of 7,500 shares each, including a transfer to a trust where he serves as investment trustee.
After these gifts, Finley directly holds 408,795 common shares and also has additional indirect holdings through several trusts, a grantor retained annuity trust, and a limited liability company for the benefit of himself, his spouse, and family members, as described in the footnotes.
Blackstone Inc. describes its business model, scale and key risks as the world’s largest alternative asset manager. The firm manages more than $1.3 trillion in Total Assets Under Management as of December 31, 2025 across Real Estate, Private Equity, Credit & Insurance, and Multi‑Asset Investing.
Real Estate manages $319.3 billion, Private Equity $416.4 billion, Credit & Insurance $443.0 billion, and Multi‑Asset Investing $96.2 billion of Total AUM. A growing share comes from perpetual capital vehicles and private wealth products, which are highlighted as important, recurring fee and performance revenue drivers.
The filing emphasizes a rigorous investment and risk‑management process, extensive global regulation, and detailed human‑capital programs for its roughly 5,285 employees. It also outlines major risk factors, including macroeconomic volatility, interest‑rate and credit conditions, fundraising pace, and dependence on performance‑based revenues and carried interest subject to potential clawbacks.
Blackstone-affiliated entities reported open-market purchases of Blackstone Private Real Estate Credit & Income Fund common shares. On February 23, 2026, BCRED X Holdings LLC acquired 191,131.498 common shares of beneficial interest at $26.16 per share, bringing its reported holdings to 16,716,248.708 shares.
On the same date, Blackstone Private Multi-Asset Credit & Income Fund acquired 955,657.492 common shares at $26.16 per share, with reported holdings increasing to 6,161,010.707 shares. The filing lists multiple Blackstone-related entities, including Blackstone Inc. and an entity controlled by Stephen A. Schwarzman, as indirect reporting persons.
The reporting persons state they may be deemed to beneficially own the shares held by the Blackstone Holders but generally disclaim beneficial ownership except to the extent of any pecuniary interest, clarifying the indirect nature of these positions.
Blackstone Inc. director Ruth Porat reported open-market purchases of a total of 524.5766 shares of Blackstone common stock on February 17, 2026. The transactions included 149.3840 shares at $131.1099 and 275.6036 shares at $130.2974 held directly, acquired in connection with dividend reinvestment through brokerage accounts. An additional 99.5890 shares at $131.1099 were purchased and are held indirectly by a family limited partnership of which Porat is a general partner.
Blackstone Inc. filed a Form 13F reporting its institutional holdings as managed across affiliated managers. The report lists 263 information-table entries with a total market value of $25,311,211,508 and names 8 other included managers. The filing is signed by Victoria Portnoy on 02-17-2026.
Blackstone Inc. director Joseph Baratta reported an estate-planning gift involving Blackstone Holdings Partnership Units. Interests in a limited liability company associated with him were gifted to a family trust, representing 41,290 Blackstone Holdings Partnership Units, in a bona fide gift transaction at a price of $0 per unit.
The limited liability company continues to hold 4,128,950 Blackstone Holdings Partnership Units, while additional units are held directly and through a family trust. Each partnership unit is exchangeable, subject to partnership agreement conditions, for one share of Blackstone Inc. common stock, and the units have no expiration date.
Blackstone Inc. furnished an update on its performance by announcing financial results for the fourth quarter and full year 2025. The company did this through a press release and detailed presentation dated January 29, 2026, which are referenced in this report.
The press release is included as Exhibit 99.1 and is treated as furnished rather than filed under securities rules. The report is authorized on behalf of Blackstone by its Chief Financial Officer, Michael S. Chae.
Blackstone Inc. Chief Accounting Officer David Payne reported receiving a grant of 1,656 shares of common stock on January 12, 2026 at a price of $0 per share. These are deferred restricted shares granted under the Amended and Restated 2007 Equity Incentive Plan.
The award will vest in three equal installments of 552 shares on January 1, 2027, January 1, 2028, and January 1, 2029, subject to Payne’s continued employment with Blackstone. As the deferred restricted shares vest, the underlying shares will be delivered to him, with the possibility of earlier delivery if there is a change in control of Blackstone. Following this grant, Payne beneficially owns 56,144 shares of Blackstone common stock directly.
Blackstone Inc.'s Chief Administrative Officer, Vikrant Sawhney, reported an equity compensation grant. On January 12, 2026, he received 29,458 shares of common stock at a price of $0, granted under the Amended and Restated 2007 Equity Incentive Plan as deferred restricted shares. These shares will vest over three years, with 9,820 shares vesting on January 1, 2027, 9,819 shares on January 1, 2028, and 9,819 shares on January 1, 2029, subject to his continued employment, and may be delivered earlier upon a change in control of Blackstone. Following this grant, he beneficially owned 766,706 shares directly, and an additional 51,500 shares are held indirectly in a grantor retained annuity trust for which he serves as investment trustee.
Blackstone Inc.’s Chief Legal Officer, Finley John G, reported an award of 14,959 shares of common stock on January 12, 2026 at a price of $0 per share. These are deferred restricted shares granted under the Amended and Restated 2007 Equity Incentive Plan and will vest over three years, with 4,987 shares vesting on January 1, 2027, 4,986 shares on January 1, 2028, and 4,986 shares on January 1, 2029, subject to his continued employment.
After this grant, Finley directly holds 468,795 shares of Blackstone common stock. Additional indirect holdings are reported through related entities, including a limited liability company and several family trusts, which together hold 22,523, 11,000, 2,000 and 2,000 shares respectively. The filing notes that he disclaims beneficial ownership of these securities except to the extent of his pecuniary interest.