Blue Owl Capital grants co-CEO Lipschultz 790K units
The Incentive Units were fully vested on the grant date, with settlement subject to capital-account thresholds and a one-year lock-up.
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Form Type
4
Rhea-AI Filing Summary
Blue Owl Capital Inc. co-CEO Marc S. Lipschultz reported an indirect award through Blue Owl Management Vehicle LP on November 5, 2026: 789,775 Class C shares and 789,775 Blue Owl Operating Group Units were issued or to be issued to the vehicle on his behalf. The Incentive Units were fully vested on the grant date but subject to a one-year lock-up; settlement follows attainment of required capital account thresholds. No Rule 10b5-1 plan is reported.
Insider Trade Summary
Grant/Award: 1,579,550 shares
Grant/Award
2 txns
Insider
LIPSCHULTZ MARC S
Role
Co-Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Blue Owl Operating Group Units F1, F2 | 789,775 | $0.00 | $0.00 |
| Grant/Award | Class C Shares F1, F2 | 789,775 | $0.00 | $0.00 |
Holdings After Transaction:
Blue Owl Operating Group Units — 8,445,108 contracts (Indirect, See Footnotes);
Class C Shares — 8,445,108 shares (Indirect, See Footnotes)
Holdings Before and After:
Blue Owl Operating Group Units, 7,655,333 to 8,445,108 contracts (Indirect, See Footnotes);
Class C Shares, 7,655,333 to 8,445,108 shares (Indirect, See Footnotes)
Footnotes (2)
- F1. Represents shares of Class C common stock of the Issuer ("Class C Shares") and Common Units of Blue Owl Capital Holdings LP, a Delaware limited partnership ("Blue Owl Holdings"), issued or to be issued to Blue Owl Management Vehicle LP, a Delaware limited partnership ("Blue Owl Management Vehicle"), in respect of Class P Units of Blue Owl Holdings issued to Blue Owl Management Vehicle on behalf of the reporting person pursuant to the Second Amended and Restated Blue Owl Capital Inc. 2021 Omnibus Equity Incentive Plan, as amended from time to time. The reporting person holds Incentive Units of Blue Owl Management Vehicle, which correspond to the Class P Units and the resulting Common Units and Class C Shares on a 1-for-1 basis.
- F2. The reported Incentive Units of Blue Owl Management Vehicle are fully vested upon the grant date, but are subject to a lock-up period of one year from the grant date. After attainment of required capital account thresholds, Incentive Units settle by delivery of an equal number of Common Units of Blue Owl Holdings ("Blue Owl Operating Group Units") and Class C Shares. After expiration of the lock-up and cancellation of an equal number of Class C Shares, Blue Owl Operating Group Units may be exchanged from time to time at the request of the reporting person for an equal number of newly issued shares of the Issuer's Class A common stock ("Class A Shares") (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 Shares immediately prior to the applicable exchange date). Blue Owl Operating Group Units do not expire.
Key Figures
Class C shares awarded: 789,775 shares
Blue Owl Operating Group Units awarded: 789,775 units
Class C shares following transaction: 8,445,108 shares
+2 more
5 metrics
Class C shares awarded
789,775 shares
November 5, 2026; indirect award
Blue Owl Operating Group Units awarded
789,775 units
November 5, 2026; indirect award
Class C shares following transaction
8,445,108 shares
Reported indirect holdings following the November 5, 2026 transaction
Blue Owl Operating Group Units following transaction
8,445,108 units
Reported indirect holdings following the November 5, 2026 transaction
Lock-up period
1 year
From the grant date for the reported Incentive Units
Key Terms
Incentive Units, capital account thresholds, lock-up period, five-day volume weighted average price
4 terms
Incentive Units financial
"Incentive Units of Blue Owl Management Vehicle"
Incentive units are ownership stakes a company grants to employees, contractors or advisors as part of pay, which become valuable only after certain conditions are met (for example, after a period of time or when performance targets are hit). They matter to investors because they create potential future claims on profits or ownership—similar to performance-based coupons that convert into a slice of the business—and can dilute existing holders or change incentives for management.
capital account thresholds financial
"After attainment of required capital account thresholds"
lock-up period financial
"subject to a lock-up period of one year from the grant date"
A lock-up period is a fixed time after a stock offering during which company insiders and early investors are legally barred from selling their shares. It matters because when that restriction expires a large block of previously locked-up shares can enter the market at once, potentially lowering the stock price or spiking trading volume—like opening a floodgate—so investors monitor these dates to anticipate price moves and manage risk.
five-day volume weighted average price financial
"cash payment equal to the five-day volume weighted average price"
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