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. CFO & Vice Chairman Michael Chae reported an equity award of 41,174 shares of common stock on January 12, 2026. The shares were granted at $0 per share under Blackstone’s Amended and Restated 2007 Equity Incentive Plan and are structured as deferred restricted shares.
These shares vest ratably over three years, with 13,725 shares vesting on January 1, 2027, 13,724 shares on January 1, 2028, and 13,725 shares on January 1, 2029, subject to Chae’s continued employment with Blackstone. As they vest, the underlying shares will be delivered to him, with potential earlier delivery if there is a change in control of Blackstone. Following this grant, Chae beneficially owns 1,015,668 common shares directly.
Blackstone Inc. reported that President & COO and director Jonathan Gray received 51,216 shares of common stock on January 12, 2026. These are deferred restricted shares granted at a price of $0 per share under the Amended and Restated 2007 Equity Incentive Plan, increasing his directly held beneficial ownership to 3,375,755 shares.
The award will vest in three equal installments of 17,072 shares on January 1, 2027, January 1, 2028, and January 1, 2029, as long as Gray remains employed by Blackstone. As each portion vests, the underlying shares will be delivered to him, with potential earlier delivery if there is a change in control of Blackstone.
Blackstone Inc. director Joseph Baratta reported receiving an award of 51,216 shares of common stock on January 12, 2026. These are deferred restricted shares granted under Blackstone’s Amended and Restated 2007 Equity Incentive Plan at a price of $0 per share, reflecting an equity compensation grant rather than an open-market purchase.
The shares vest in three equal installments of 17,072 shares on January 1, 2027, January 1, 2028, and January 1, 2029, as long as Baratta remains employed by Blackstone. As each portion vests, 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, Baratta beneficially owns 746,973 common shares directly.
Entities affiliated with Blackstone Inc., as 10% owners of Legence Corp. (LGN), reported several related transactions on 01/08/2026. Legence Parent ML LLC exchanged 780,121 Class B Units of Legence Holdings LLC, together with an equal number of Class B Common shares forfeited for no additional consideration, for the same number of Class A Common shares. In connection with underwriters exercising their over-allotment option in a secondary offering, Parent ML and Legence Parent II ML LLC sold Class A Common shares to the underwriters at the public offering price of $45.00 per share, less underwriting discounts and commissions of $1.575 per share. Following these transactions, Parent ML indirectly held 958,692 Class A and 40,699,833 Class B shares, and Parent II ML indirectly held 25,162,794 Class A shares, with higher-tier Blackstone entities and Stephen A. Schwarzman reporting indirect beneficial ownership subject to stated disclaimers.
Blackstone-affiliated reporting persons have filed an initial ownership statement for Medline Inc. (MDLN), showing large indirect stakes and board roles. The filing lists indirect beneficial ownership of 156,649,816 shares of Class A common stock and 11,724 additional Class A shares through Blackstone-managed entities, plus 79,327,072 shares of Class B common stock. The Class B shares carry one vote per share but no economic value and are paired one-for-one with Common Units of Medline Holdings, LP. Under an exchange agreement dated December 16, 2025, these Common Units are exchangeable into an equal number of Medline Class A shares on a one-for-one basis, with exchange rights that do not expire. The reporting persons note that, other than the directly holding partnerships, they disclaim beneficial ownership beyond their pecuniary interests.
Affiliates of Blackstone Inc., as directors and 10% owners of Legence Corp., reported several insider transactions dated 12/16/2025. Legence Parent ML LLC exchanged 5,200,808 Class B Units of Legence Holdings LLC, together with an equal number of Legence Class B common shares, for 5,200,808 shares of Legence Class A common stock.
In connection with a secondary offering of Legence Class A common stock, Legence Parent ML LLC and Legence Parent II ML LLC sold 5,200,808 and 3,201,370 Class A shares, respectively, to underwriters at $45.00 per share, less underwriting discounts and commissions of $1.575 per share. After these transactions, Parent ML indirectly held 5,379,379 Legence Class A shares and 41,479,954 Class B Units and corresponding Class B common stock, while Parent II ML indirectly held 25,642,999 Legence Class A shares.
Blackstone Inc. executive Form 4 shows a charitable donation of partnership units. The company’s CFO and Vice Chairman, a reporting person of Blackstone Inc. (BX), reported gifting 63,964 Blackstone Holdings Partnership Units on 12/10/2025, coded as a charitable transaction. Each Blackstone Holdings Partnership Unit is exchangeable, under partnership agreement conditions, for one share of Blackstone Inc. common stock, and the units have no expiration date.
After this donation, the reporting person beneficially owned 5,257,112 Blackstone Holdings Partnership Units directly. Additional units are held indirectly through trusts for the benefit of the reporting person’s family members and children, where the reporting person serves as investment trustee. The reporting person disclaims beneficial ownership of the reported securities except to the extent of any pecuniary interest.
Blackstone Inc. director reported a charitable gift involving derivative securities linked to the company’s stock. On 12/10/2025, the reporting person donated 60,000 Blackstone Holdings Partnership Units to a charitable foundation. Each Blackstone Holdings Partnership Unit represents one limited partner interest in several Blackstone Holdings partnerships and can, subject to partnership agreement conditions and Blackstone-approved programs, be exchanged for one share of Blackstone Inc. common stock. Following the reported transactions, the filing shows 4,128,950 units held indirectly through a limited liability company, 2,223,058 units held directly, and 142,237 units held indirectly through a family trust. The reporting person disclaims beneficial ownership of these securities except to the extent of any pecuniary interest.
Blackstone-affiliated reporting persons filed a Form 4 for transactions in Blackstone Private Real Estate Credit & Income Fund common shares of beneficial interest. On 11/21/2025, they reported two open‑market purchases coded "P", each for 192,604.006 common shares at a price of $25.96 per share, held indirectly.
Following these transactions, the filing shows 16,332,883.454 common shares beneficially owned indirectly in one position and 5,013,119.459 common shares beneficially owned indirectly in another. The explanatory notes describe that the shares are held through entities including BCRED X Holdings LLC and Blackstone Private Multi-Asset Credit and Income Fund, within a broader Blackstone ownership structure, and that most reporting persons disclaim beneficial ownership beyond their economic interest.
Blackstone Inc. filed a Form 13F reporting its institutional holdings. The report lists 263 reported positions with a combined market value of $24,843,445,803. The filing includes holdings reported by 9 other included managers and notes ADS conversion treatment for one issuer.