STOCK TITAN

Blackstone legal chief Finley gifts 2,000 shares to trust

The chief legal officer's direct position after the transfer was 514,017 shares; the trust benefits his spouse and descendants.

Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

Blackstone Inc. Chief Legal Officer John G. Finley reported a gift transfer of 2,000 common shares on October 30, 2026, from direct holdings to a trust. The same 2,000 shares are reported as an indirect trust acquisition; the trust benefits his spouse and descendants, and Finley is its investment trustee. His direct holdings following the transfer were 514,017 shares. He disclaimed beneficial ownership except to the extent of his pecuniary interest.

Insider Finley John G
Role Chief Legal Officer
Type Security Shares Price Value
Gift Common Stock F1 2,000 $0.00 $0.00
Gift Common Stock F1, F2 2,000 $0.00 $0.00
Holding Common Stock F3 -- -- --
Holding Common Stock F4 -- -- --
Holding Common Stock F5 -- -- --
Holding Common Stock F6 -- -- --
Holding Common Stock F7 -- -- --
Holdings After Transaction: Common Stock — 514,017 shares (Direct); Common Stock — 99,523 shares (Indirect, See footnote)
Holdings Before and After: Common Stock, 516,017 to 514,017 shares (Direct); Common Stock, 97,523 to 99,523 shares (Indirect, See footnote)
Footnotes (7)
  1. F1. The Reporting Person transferred 2,000 shares of common stock to a trust, of which the Reporting Person is investment trustee.
  2. F2. 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.
  3. F3. These shares are held by a limited liability company, of which the Reporting Person is the manager.
  4. F4. These shares are held by a trust for the benefit of the Reporting Person and his family, of which the Reporting Person is a trustee.
  5. F5. These shares are held by a trust for the benefit of the Reporting Person's spouse and her family, of which the Reporting Person is a trustee.
  6. F6. 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.
  7. F7. These shares are held by a grantor retained annuity trust, of which the Reporting Person is investment trustee.
Gift transfer 2,000 shares Common stock transferred to a trust on October 30, 2026
Direct holdings after transfer 514,017 shares Common stock following the October 30, 2026 transfer
beneficial ownership regulatory
"disclaims beneficial ownership of the securities reported"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"except to the extent of his pecuniary interest"
grantor retained annuity trust financial
"held by a grantor retained annuity trust"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many BX shares did John G. Finley transfer?

John G. Finley reported a gift transfer of 2,000 common shares on October 30, 2026, to a trust for the benefit of his spouse and descendants; he is the trust's investment trustee.

How many BX shares did John G. Finley hold directly after the transfer?

After the October 30, 2026 transfer, John G. Finley reported direct holdings of 514,017 common shares. He disclaimed beneficial ownership of the securities reported on the form except to the extent of his pecuniary interest.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Finley John G

(Last)(First)(Middle)
C/O BLACKSTONE INC.
345 PARK AVENUE

(Street)
NEW YORK NEW YORK 10154

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Blackstone Inc. [ BX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/30/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock10/30/2026G(1)2,000D$0514,017D
Common Stock10/30/2026G(1)2,000A$09,500ISee footnote(2)
Common Stock22,523ISee footnote(3)
Common Stock11,000ISee footnote(4)
Common Stock2,000ISee footnote(5)
Common Stock2,000ISee footnote(6)
Common Stock52,500ISee footnote(7)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The Reporting Person transferred 2,000 shares of common stock to a trust, of which the Reporting Person is investment trustee.
2. 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.
3. These shares are held by a limited liability company, of which the Reporting Person is the manager.
4. These shares are held by a trust for the benefit of the Reporting Person and his family, of which the Reporting Person is a trustee.
5. These shares are held by a trust for the benefit of the Reporting Person's spouse and her family, of which the Reporting Person is a trustee.
6. 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.
7. These shares are held by a grantor retained annuity trust, of which the Reporting Person is investment trustee.
Remarks:
The Reporting Person disclaims beneficial ownership of the securities reported on this form except to the extent of his pecuniary interest.
Victoria Portnoy as Attorney-In-Fact10/30/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Keep reading