Blue Owl Capital Inc. filings document its alternative asset management business, public-company governance and capital structure. Current reports cover quarterly results, earnings presentations, non-GAAP reconciliations, share repurchase activity, evergreen non-traded product fundraising and material financing arrangements involving company subsidiaries.
Proxy materials describe shareholder voting matters, board governance and executive compensation disclosures. The filing record also identifies Blue Owl's Class A common stock listed on the New York Stock Exchange and includes Exchange Act reporting categories such as annual reports, quarterly reports, current reports and proxy statements.
BLUE OWL CAPITAL INC. (OWL) reported a Form 4 for Co‑President and director Marc Zahr showing estate‑planning transfers and a related derivative arrangement involving Blue Owl Operating Group Units and associated Class C Shares.
On September 14, 2026, Zahr transferred his remaining units of Augustus, LLC to the Zahr Family Gift Trust, after which OSREC Feeder, LP holds 45,507,772 Blue Owl Operating Group Units and an equal number of Class C Shares on behalf of the Trust. The filing also reports a derivative agreement under which Zahr sold the Trust, through its Investment Trustee, a derivative for an aggregate $14,866,651, giving the Trust a right to future appreciation above a $100,000 hurdle on specified Blue Owl interests. Zahr disclaims beneficial ownership of securities held by the Trust except to the extent of his pecuniary interest and states that the reported transactions do not represent a change in beneficial ownership.
BLUE OWL CAPITAL INC. (OWL) reports that Co-Chief Executive Officer and director Marc S. Lipschultz effected bona fide gifts involving securities indirectly held through Owl Rock Capital Feeder LLC. On September 11, 2026, 1,000,000 Blue Owl Operating Group Units (each paired with a Class D Share) and 1,000,000 Class D Shares were distributed to him and donated to National Philanthropic Trust for a donor-advised fund. Following these transactions, 56,695,038 Class D Shares and an equal number of Blue Owl Operating Group Units remain held by Owl Rock Capital Feeder LLC for various family-related interests, and Lipschultz disclaims beneficial ownership except to the extent of his pecuniary interest. Each Blue Owl Operating Group Unit may be exchanged, upon cancellation of an equal number of Class D Shares, for Class B common stock or a cash payment under an exchange agreement, and these units do not expire.
BLUE OWL CAPITAL INC. (OWL) received a Form 4 reporting that affiliated 10% owners Owl Rock Capital Feeder LLC and Owl Rock Capital Partners LP completed restructuring-type dispositions on September 11, 2026. Owl Rock Feeder distributed 1,010,000 Class D Shares of Blue Owl Capital Inc. and an equal number of Blue Owl Operating Group Units of Blue Owl Capital Holdings LP to certain Owl Rock principals and related entities for no consideration. After these transactions, the reporting entities each report 169,874,846 Class D Shares and an equal number of Blue Owl Operating Group Units held indirectly, and no Rule 10b5-1 trading plan is reported. Each Blue Owl Operating Group Unit may, upon cancellation of an equal number of Class D Shares, be exchanged for an equal number of newly issued Class B Shares or, at the election of an exchange committee, a cash payment based on the five-day volume weighted average price of Class A common stock.
BLUE OWL CAPITAL INC. (OWL) had a Form 4 filed for 10% owner Dyal Capital SLP LP, reporting an internal reallocation on September 11, 2026. Dyal Capital SLP LP disposed of 350,000 Blue Owl Operating Group Units and 350,000 Class D Shares for no consideration to certain limited partners (the Dyal Partners), with indirect holdings reported at 131,414,357 units and shares afterward. The transactions were coded as restructuring-type dispositions and no Rule 10b5-1 trading plan is reported. Each Blue Owl Operating Group Unit may, upon cancellation of an equal number of Class D Shares, be exchanged for an equal number of newly issued Class B Shares or a cash payment based on the five-day volume weighted average price of Class A Shares, and the units do not expire.
BLUE OWL CAPITAL INC. (OWL) reported that Chief Financial Officer Alan Kirshenbaum made bona fide gifts of 10,000 Blue Owl Operating Group Units (derivative securities) and 10,000 associated Class D shares on September 11, 2026, from indirect holdings through Owl Rock Capital Feeder LLC.
The donated securities were distributed to Mr. Kirshenbaum and given to National Philanthropic Trust to be held in a donor-advised fund. After these gifts, Owl Rock Feeder continues to hold 27,696 Class D shares and an equal number of Blue Owl Operating Group Units on his behalf, for which he disclaims beneficial ownership except for his pecuniary interest. Each Operating Group Unit is exchangeable, upon cancellation of an equal number of Class D shares, into Class B shares or a cash amount based on the five-day volume weighted average price of Class A shares, and these units do not expire. No Rule 10b5-1 trading plan is reported.
BLUE OWL CAPITAL INC. (OWL) director and Co-President Michael Douglass Rees reported two bona fide gifts dated September 11, 2026, made from securities held indirectly through Dyal Capital SLP LP. The gifts covered 300,000 Blue Owl Operating Group Units and 300,000 associated Class D Shares, which were donated to National Philanthropic Trust to be held in a donor-advised fund.
After these gifts, Dyal Capital SLP LP continues to hold an aggregate of 10,909,723 Class D Shares and an equal number of Blue Owl Operating Group Units on behalf of Mr. Rees, his spouse and controlled entities, with Mr. Rees expressly disclaiming beneficial ownership except to the extent of his pecuniary interest. Each Operating Group Unit may, upon cancellation of an equal number of Class D Shares, be exchanged for an equal number of Class B Shares or an equivalent cash amount based on the five-day volume weighted average price of Class A common stock, subject to transfer restrictions and the exchange agreement. No Rule 10b5-1 trading plan is reported for these transactions.
BLUE OWL CAPITAL INC. (OWL) reported that major holder Dyal Capital SLP LP restructured its indirect ownership interests. On 2026-09-01, Dyal Capital SLP LP disposed of 500,000 Blue Owl Operating Group Units and 500,000 Class D Shares, transferring them for no consideration to certain limited partners referred to as the Dyal Partners.
The securities were previously held by Dyal Capital SLP LP on behalf of limited partners, including individuals associated with Blue Owl, who and whose affiliates each disclaim beneficial ownership beyond their pecuniary interests. Each Blue Owl Operating Group Unit may, upon cancellation of an equal number of Class D Shares, be exchanged into Class B Shares or a cash payment based on the five-day volume weighted average price of Class A Shares.
BLUE OWL CAPITAL INC. (OWL) is the issuer for a notice of proposed sale of Class A common shares filed on behalf of NBSH Blue Investments II, LLC, identified as a 10% stockholder. The shares may be sold through Citigroup Global Markets, Inc. on the NYSE, under Rule 144. The securities were originally received in exchange for common units issued in connection with a previously disclosed business combination effective May 19, 2021, and the filing references an anticipated sale date of September 1, 2026.
BLUE OWL CAPITAL INC. (OWL) is the issuer for which Blue Owl Exchange, a controlled affiliate, filed a notice to sell 703,725 shares of Class A common stock under Rule 144 through Morgan Stanley Smith Barney LLC, with an aggregate market value of $8,613,594 and 683,908,596 shares outstanding as of the notice. The shares to be sold include 500,000 shares received in connection with a previously disclosed business combination on May 19, 2021 and additional shares derived from Class P Units granted on October 22, 2021 and December 15, 2021 under the issuer’s omnibus equity incentive plan. In the past three months, Blue Owl Exchange LP reported selling 1,250,000 Class A shares for total proceeds of $12,818,750.
Blue Owl Capital Inc. (OWL), through its indirect subsidiary Blue Owl Finance LLC, completed an offering of $750,000,000 aggregate principal amount of 6.750% Senior Notes due 2036. The notes were issued under an existing indenture and are registered under an automatically effective Form S-3ASR shelf registration.
The notes are unsecured and unsubordinated obligations of the issuer and are fully and unconditionally guaranteed, on a joint and several basis, by multiple direct and indirect subsidiaries of Blue Owl Capital Inc. The guarantees are also unsecured and unsubordinated. The notes bear interest at 6.750% per annum from August 18, 2026, payable semi-annually on February 18 and August 18 of each year, starting February 18, 2027, and mature on August 18, 2036, unless earlier redeemed or repurchased.
The issuer may redeem some or all of the notes at a make-whole redemption price, with a par redemption price of 100% plus accrued interest applying to redemptions on or after May 18, 2036. Upon a change of control repurchase event, holders can require repurchase at 101% of principal plus accrued interest. The indenture includes covenants limiting certain secured indebtedness and fundamental transactions, and provides customary events of default with acceleration rights for the trustee or holders of at least 25% in aggregate principal amount of the notes, and automatic acceleration upon specified bankruptcy or insolvency events.