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Blue Owl Capital Inc SEC Filings

OWL NYSE

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.

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Packer Craig reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. director and Co-President Craig Packer reported an indirect equity award. He was granted 729,716 Class C Shares and 729,716 Blue Owl Operating Group Units through Blue Owl Management Vehicle LP, in respect of previously issued Class P Units under the company’s 2021 Omnibus Equity Incentive Plan.

The related Incentive Units are fully vested on the grant date but subject to a one-year lock-up. After required capital account thresholds are met, they settle into Common Units and Class C Shares, which, after lock-up and cancellation of an equal number of Class C Shares, may be exchanged into an equal number of Class A Shares or a cash payment based on the five-day volume weighted average price.

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LIPSCHULTZ MARC S reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. reported that entities associated with Co-Chief Executive Officer Marc S. Lipschultz received equity-based awards. The filing shows a grant of 788,882 Class C Shares and 788,882 Blue Owl Operating Group Units, held indirectly through Blue Owl Management Vehicle LP. After these awards, indirect holdings reported total 6,918,869 shares or units corresponding on a 1-for-1 basis. The Incentive Units are fully vested on the grant date but subject to a one-year lock-up before exchanges into Class A Shares can occur.

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Ugwonali Dana Weeks reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. director Dana Weeks Ugwonali received an equity award of 20,429 Restricted Share Units on May 7, 2026. Each RSU represents the right to receive one Class A Share when it vests. The RSUs are scheduled to vest on May 15, 2027, subject to limited exceptions.

Following this grant, Ugwonali directly holds 69,909 Class A Shares. The grant was made at no cash cost per share to the director and reflects stock-based compensation rather than an open-market purchase.

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Rees Michael Douglass reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. director and Co‑President Michael Douglass Rees reported indirect awards tied to his economic interest in affiliated investment vehicles. On May 7, 2026, entities associated with him received 1,072,523 Class C Shares and an equal number of Blue Owl Operating Group Units for no cash consideration, as a grant under the company’s 2021 omnibus equity incentive plan.

The awards are structured through Blue Owl Management Vehicle LP, where Rees holds corresponding Incentive Units that track the Class P Units and resulting Common Units and Class C Shares on a 1‑for‑1 basis. The Incentive Units fully vest at grant but are subject to a one‑year lock‑up before settlement into Blue Owl Operating Group Units and Class C Shares, which can later be exchanged, together with cancellation of Class C Shares, into Class A common stock or cash. The filing also notes 100,080 Class C Shares and 100,080 Blue Owl Operating Group Units held indirectly, including securities received by Blue Owl GP Stakes II (A) LP in a pro rata distribution, where Rees disclaims beneficial ownership beyond his pecuniary interest.

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Bash-Polley Stacy Ellen reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. director Stacy Ellen Bash-Polley received a grant of 20,429 Restricted Share Units (RSUs), each representing the right to receive one Class A Share upon vesting. The RSUs were granted on May 7, 2026 and are scheduled to vest on May 15, 2027, subject to limited exceptions.

For each vested RSU, she will receive one Class A Share within 30 days after vesting. Following this award, her direct holdings total 69,909 Class A Shares.

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Zahr Marc reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. director and Co‑President Marc Zahr reported an indirect equity award. On May 7, 2026, entities associated with him were granted 788,882 Class C Shares and 788,882 Blue Owl Operating Group Units, at a stated price of $0.0000 per unit.

The award is held through Blue Owl Management Vehicle LP and related structures, and corresponds to Incentive Units that are fully vested on grant but subject to a one‑year lock‑up. After required thresholds and cancellation of matching Class C Shares, Blue Owl Operating Group Units can be exchanged for an equal number of Class A Shares or a cash amount based on the five‑day volume‑weighted average price of Class A Shares. Following this grant, indirect holdings related to this structure total 10,357,458 Blue Owl Operating Group Units and an equal number of Class C Shares, while a larger pool of 40,956,995 Blue Owl Operating Group Units and corresponding Class C Shares is held via OSREC Feeder LP and the Zahr Family Gift Trust, where Zahr disclaims beneficial ownership except for his pecuniary interest.

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Holz Claudia A reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. director Claudia A. Holz reported an equity compensation grant in the form of 20,429 Restricted Share Units (RSUs), each representing one Class A Share upon vesting. These RSUs vest on May 15, 2027, after which one Class A Share is delivered within 30 days for each vested unit. Following this award, Holz directly holds 69,909 Class A Shares, with an additional 30,000 Class A Shares reported as indirectly owned through her spouse. The grant was reported at a price of $0.00 per share, reflecting its nature as a compensation award rather than a market purchase.

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Ostrover Douglas I reported acquisition or exercise transactions in this Form 4 filing.

BLUE OWL CAPITAL INC. reported that Co‑Chief Executive Officer Douglas I. Ostrover was granted 788,882 Class C Shares and an equal number of Blue Owl Operating Group Units indirectly through Blue Owl Management Vehicle LP as equity compensation. These Incentive Units correspond 1‑for‑1 to Common Units and Class C Shares, are fully vested at grant, and are subject to a one‑year lock‑up. After meeting required capital account thresholds and after the lock‑up and cancellation of an equal number of Class C Shares, the Operating Group Units may be exchanged for an equal number of Class A Shares or a cash payment based on the five‑day volume weighted average price of Class A Shares. Following the award, Ostrover’s indirect holdings reported for these securities total 6,918,869 units/shares.

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Blue Owl Capital Inc. reported higher first-quarter 2026 results, with stronger fee earnings supported by continued growth in assets under management. Net income attributable to Blue Owl rose to $15.5 million from $7.4 million a year earlier, while total revenues reached $753.8 million.

Fee-Related Earnings, a key non-GAAP measure of the core management-fee business, increased to $393.6 million from $345.4 million, and Distributable Earnings rose to $292.5 million from $262.5 million. FRE margin expanded slightly to 58.4%, indicating that recurring fees continue to more than cover operating costs.

As of March 31, 2026, Blue Owl managed $314.9 billion of AUM, including $188.4 billion of fee-paying AUM. The firm had $29.9 billion of AUM not yet paying fees, which could support about $349 million of additional annualized management fees once deployed or fee holidays expire. Capital raising remained active, with $11.0 billion of new commitments in the quarter and AUM up about 15% year over year.

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Blue Owl Capital Inc. reported strong first-quarter 2026 results and declared a cash dividend. GAAP revenues were $753.8 million, up 10% year over year, with GAAP net income attributable to the company of $15.5 million, or $0.02 per basic and diluted Class A Share.

On a non-GAAP basis, Fee-Related Earnings reached $393.6 million, or $0.25 per Adjusted Share, and Distributable Earnings were $292.5 million, or $0.19 per Adjusted Share. Assets under management rose to $314.9 billion, a 15% increase since March 31, 2025, supported by $11.0 billion of new capital commitments in the quarter.

The company highlighted $188.4 billion of fee-paying AUM and $224.8 billion of permanent capital, both higher than a year earlier. It declared a quarterly dividend of $0.23 per Class A Share, implying an annual dividend of $0.92 for 2026, payable May 27, 2026 to shareholders of record on May 13, 2026.

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FAQ

How many Blue Owl Capital (OWL) SEC filings are available on StockTitan?

StockTitan tracks 69 SEC filings for Blue Owl Capital (OWL), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Blue Owl Capital (OWL)?

The most recent SEC filing for Blue Owl Capital (OWL) was filed on May 8, 2026.