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.
Ruth Porat, a director of Blackstone Inc. (BX), filed a Form 4 reporting purchases of BX common stock on 08/11/2025 executed through dividend reinvestment via brokerage accounts. The filing lists three purchase lines: 78.587 shares at $169.72, 143.4212 shares at $170.61, and 52.391 shares at $169.72. Post-transaction beneficial ownership is shown as 38,609.164 and 38,752.5852 shares (direct) on two lines and 8,685.065 shares (indirect) held by a family limited partnership, of which the Reporting Person is a general partner. The report was signed by an attorney-in-fact on 08/13/2025.
David Payne, Chief Accounting Officer of Blackstone Inc. (BX), reported a direct sale of common stock on 08/07/2025. The Form 4 shows 9,400 shares were sold in multiple transactions at prices ranging from $169.76 to $170.215, for a reported weighted-average price of $169.97. After the reported sale, the filing shows Mr. Payne directly beneficially owns 54,488 shares.
The filing includes an explanation that the price is a weighted average and offers to provide a breakdown of shares sold at each price upon request. The transaction is disclosed through a standard Form 4 signed by an attorney-in-fact.
Blackstone Inc. reported a strong quarter for the period ended June 30, 2025 with total revenues of $3,711,900 and total investment income of $1,605,665 (both amounts in thousands). Revenues rose versus the prior year period, driven by higher management and advisory fees of $2,035,495 and sizable realized and unrealized gains on performance allocations and principal investments. Total net income for the quarter was $1,626,133, with net income attributable to Blackstone Inc. of $764,244, and diluted earnings per share of $0.98.
The balance sheet expanded: total assets increased to $45,373,094 from $43,469,875, and Investments rose to $31,135,504. Cash and cash equivalents were $2,235,499. Liabilities included Loans Payable of $12,008,870 and Total Liabilities of $24,294,214. For the six months, Blackstone recorded $2,834,907 in net income and made significant distributions to stockholders and unitholders ($3,074,008), while repayable and redeemable non-controlling interests changed materially.
Ruth Porat, Director at Blackstone, reported significant insider transactions on Form 4. On June 25, 2025, Porat was granted 1,464 deferred restricted shares under the Amended and Restated 2007 Equity Incentive Plan. These shares will vest and be delivered on June 25, 2026, contingent on Porat's continued service on Blackstone's board of directors.
Following the transaction, Porat's holdings include:
- 38,530.577 shares held directly
- 8,632.674 shares held indirectly through a family limited partnership where she serves as general partner
The granted shares were acquired at $0 cost, representing standard board compensation. A power of attorney was executed by Victoria Portnoy on behalf of the reporting person.