Blue Owl insider Craig Packer donates 100,000 units; indirect holdings detailed
Rhea-AI Filing Summary
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.
Positive
- Charitable donation disclosed: 100,000 Blue Owl Operating Group Units were gifted to National Philanthropic Trust for a donor‑advised fund.
- Clear ownership breakdown: Filing provides an explicit aggregate holding of 34,528,540 Class D Shares and matching operating units and itemizes allocations among personal, trust, and spouse accounts.
- Disclosure of indirect ownership and disclaimer: Mr. Packer expressly disclaims beneficial ownership of securities held by Owl Rock Feeder except to the extent of his pecuniary interest, improving transparency.
Negative
- None.
Insights
TL;DR: A charitable gift of 100,000 operating units was reported; aggregate indirect holdings remain large at 34,528,540 shares.
The Form 4 documents a non‑market transaction: a gift/charitable donation of 100,000 Blue Owl Operating Group Units associated with Class D shares. Because the securities are held through Owl Rock Capital Feeder LLC, the filing emphasizes indirect ownership and a disclaimer of beneficial ownership except for pecuniary interest. This is a routine insider disclosure that does not reflect a cash sale or change in control and therefore is unlikely to be immediately value‑moving.
TL;DR: The filing discloses a charitable donation and clarifies indirect holdings and voting/investment power relationships.
The statement clarifies Mr. Packer's relationship to the issuer (Co‑President and Director) and specifies indirect holdings via Owl Rock Feeder with a precise allocation among personal, trust, and spouse accounts. The disclosure and express disclaimer conform to Section 16 reporting norms and help stakeholders understand ownership attribution and potential conflicts of interest.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Blue Owl Operating Group Units | 100,000 | $0.00 | -- |
| Gift | Class D Shares | 100,000 | $0.00 | -- |
Footnotes (1)
- The reported transaction represents a gift/charitable donation of securities indirectly owned through Owl Rock Capital Feeder LLC ("Owl Rock Feeder") that were distributed to the reporting person and the reporting person's spouse and donated to National Philanthropic Trust, a Pennsylvania non-profit corporation, to be held in a donor-advised fund. Consists of an aggregate of 34,528,540 shares of Class D common stock ("Class D Shares") and an equal number of common units ("Blue Owl Operating Group Units") of Blue Owl Capital Holdings LP, a Delaware limited partnership ("Blue Owl Holdings"), associated with such Class D Shares, held directly by Owl Rock Feeder, 25,298,731 of which are held on behalf of Mr. Packer; 4,393,421 of which are held on behalf of Packer Family Trust 2017 over which Mr. Packer has sole investment and voting power; and 4,836,388 of which are held on behalf of Mr. Packer's spouse. Mr. Packer expressly disclaims beneficial ownership of the securities held by Owl Rock Feeder except to the extent of his pecuniary interest therein. Each Blue Owl Operating Group Unit, upon the cancellation of an equal number of Class D Shares, may be exchanged from time to time for an equal number of newly issued shares of Class B common stock ("Class B Shares"), subject to any applicable transfer restrictions and the terms of the Third Amended and Restated Exchange Agreement, dated as of April 1, 2025, or (at the election of an exchange committee of the general partner of Blue Owl Holdings) a cash payment equal to the five-day volume weighted average price of shares of Class A common stock immediately prior to the applicable exchange date. Blue Owl Operating Group Units do not expire.
