Blue Owl Capital Inc SEC Filings

Michael Douglass Rees, a Co‑President and director of Blue Owl Capital Inc. (OWL), reported the donation of 1,500,000 Blue Owl Operating Group Units and the related Class D shares to a donor‑advised fund at National Philanthropic Trust. The units conveyed are associated with Class D common shares and, per the disclosure, may be exchanged for Class B shares or a cash payment under the company’s exchange agreement.

After the reported transfer, the filing shows an aggregate of 76,972,092 Class D shares and an equal number of operating units held indirectly through Dyal Capital SLP LP, which the reporting person disclaims beneficial ownership of except for any pecuniary interest. The report identifies the transfer as a charitable gift and clarifies that Class C‑related units are excluded from the reported amounts.

Craig Packer, Co‑President and Director of Blue Owl Capital Inc. (OWL), reported on 09/12/2025 a gift/charitable donation of 100,000 Blue Owl Operating Group Units that were distributed to him and his spouse and donated to National Philanthropic Trust to be held in a donor‑advised fund. The Form 4 shows these units are associated with Class D common shares and, following the transaction, Mr. Packer is reported as having an indirect aggregate position of 34,528,540 Class D Shares and an equal number of Blue Owl Operating Group Units held directly by Owl Rock Capital Feeder LLC. The filing discloses a detailed breakdown of those 34,528,540 shares among accounts and states Mr. Packer expressly disclaims beneficial ownership of securities held by Owl Rock Feeder except to the extent of his pecuniary interest.

Owl Rock entities reported a related-party distribution of Blue Owl securities. Owl Rock Capital Feeder LLC distributed 120,000 Class D shares of Blue Owl Capital Inc. and an equal number of Blue Owl Operating Group Units to certain Owl Rock principals for no consideration, with the transaction recorded on 09/12/2025. After the distribution, the reporting holders collectively beneficially own 170,884,846 shares on an indirect basis. The filing explains that the units may be exchanged for Class B shares or for a cash payment under the exchange agreement, and discloses that Douglas Ostrover is a director and indirectly controls the reporting entities.

Dyal Capital SLP LP reported a Form 4 on 09/12/2025 disclosing a disposition of 1,750,000 Class D shares of Blue Owl Capital Inc. and an equal number of Blue Owl Operating Group Units for no consideration to certain limited partners (the "Dyal Partners"). The filing shows 133,814,357 Class B-equivalent shares beneficially owned following the transaction, held indirectly by Dyal SLP on behalf of its limited partners.

The report notes the economic mechanics: each Operating Group Unit can be exchanged for an equal number of Class B shares or, at the exchange committee's election, for a cash payment tied to a five-day VWAP of Class A shares. The Form 4 was signed by an attorney-in-fact for Dyal SLP LP.

Alan Kirshenbaum, Chief Financial Officer and director of Blue Owl Capital Inc. (OWL), reported a transaction dated 09/12/2025 in which 20,000 Blue Owl Operating Group Units and the associated Class D shares were donated. The units were distributed from Owl Rock Capital Feeder LLC to Mr. Kirshenbaum and then donated to National Philanthropic Trust to be held in a donor-advised fund. Following the reported transaction, Mr. Kirshenbaum is recorded as beneficially owning 37,696 Class D shares and an equal number of Blue Owl Operating Group Units indirectly through Owl Rock Feeder, with an express disclaimer of beneficial ownership except for any pecuniary interest. The filing was signed by an attorney-in-fact.

Blue Owl Capital Inc. (OWL) filed a Form 144 notifying the proposed sale of 2,063,007 Class A common shares through Citigroup Global Markets Inc. on the NYSE, with an aggregate market value of $37,928,383.70 and an approximate sale date of 09/02/2025. The filer states these shares were originally acquired on 05/19/2021 in exchange for common units issued in connection with a business combination with Blue Owl Capital Inc., and payment/consideration was in connection with that previously announced business combination. The notice reports no securities sold in the past three months for the account and includes the required representation about absence of undisclosed material adverse information.

Blue Owl Capital insider transaction summary: The filing reports a disposition of 500,000 Class D common shares and an equal number of Blue Owl Operating Group units by Owl Rock Capital Feeder LLC via a transaction coded J on 09/02/2025. After the reported transfer, Owl Rock-affiliated entities are disclosed as beneficial holders of an aggregate 171,004,846 Class D shares and matching operating units, held indirectly for Owl Rock principals and certain non-controlled vehicles. The filing explains these operating units may be exchanged for Class B shares or a cash amount based on a five-day VWAP under the exchange agreement, and clarifies the reporting relationships and disclaimers of direct beneficial ownership by individual principals.

Form 4 by Dyal Capital SLP LP reports a related-party disposition of equity in Blue Owl Capital Inc. (OWL). On 09/02/2025 Dyal SLP transferred 950,000 Class D common shares and an equal number of Blue Owl Operating Group Units to certain Dyal limited partners for no consideration. After the transaction, Dyal SLP reports beneficial ownership of 135,564,357 shares (held indirectly). Each Operating Group Unit can be exchanged for an equal number of newly issued Class B shares or, at the exchange committee's election, a cash payment based on a five-day VWAP of Class A shares; the units do not expire. The filing is signed by an attorney-in-fact for Dyal SLP.

Blue Owl Capital Inc. (OWL) filed a Form 144 disclosing a proposed sale of 1,450,000 shares of Class A common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $26,854,000. The filing lists approximately 651,092,446 shares outstanding and an approximate sale date of 09/02/2025. The shares were acquired on 05/19/2021 from an affiliate as part of the previously disclosed business combination and were received in consideration for that transaction. The filing also reports a prior sale in the past three months: Blue Owl Exchange LP sold 870,294 shares on 06/03/2025 for gross proceeds of $16,162,055.82.