Every Form 4 that TPG Operating Group II, L.P. 6.950% Fixed-Rate Junior Subordinated Notes due 2064 (TPGXL) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow TPGXL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TPGXL filings page.
TPG Inc. (symbol: TPG) is the issuer of record for a Form 4 filing submitted to the SEC.
WINKELRIED JON reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. disclosed that CEO and 10% owner Jon Winkelried was automatically allocated 1,688 TPG Partner Holdings, L.P. units on August 5, 2026 after a former partner’s forfeiture, at $0.00 per unit. He now holds 1,152 units directly, 357 through a personal investment vehicle and 179 via a family trust. These units are ultimately exchangeable one-for-one for cash or, at TPG’s election, Class A common stock, and Winkelried disclaims beneficial ownership of the indirect holdings beyond his pecuniary interest.
Vazquez-Ubarri Anilu reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director and Chief Operating Officer Anilu Vazquez‑Ubarri received an automatic allocation of 155 TPG Partner Holdings, L.P. Units on August 5, 2026 at $0.0000 per unit, following a forfeiture by a former partner. After this grant she holds 1,607,936 TPH Units, which are exchangeable on a one‑for‑one basis into cash or, at TPG’s election, Class A common stock, with related Class B shares cancelled for no consideration.
Trujillo David reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director David Trujillo was automatically allocated 630 additional TPG Partner Holdings, L.P. units on August 5, 2026, after a former partner forfeited those units under the partnership agreement. After this grant, he holds 6,582,823 such units. Under an exchange agreement, each unit is ultimately exchangeable for cash or, at TPG’s election, one share of Class A common stock, while an equal number of Class B shares with 10 votes but no economic rights are cancelled on exchange.
Sisitsky Todd Benjamin reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director and president Todd Benjamin Sisitsky reported automatic allocations of 1,082 TPG Partner Holdings, L.P. units on August 5, 2026, following a former partner’s forfeiture, split as 984 units held through a personal investment vehicle and 98 units through family trusts.
These units are held indirectly and are ultimately exchangeable, at TPG’s election, for cash or Class A common stock on a one-for-one basis. Sisitsky is reported as a possible beneficial owner only to the extent of his pecuniary interest.
Sarvananthan Ganendran reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director Sarvananthan Ganendran reported the automatic allocation of 263 TPG Partner Holdings, L.P. units on August 5, 2026, following their forfeiture by a former partner. These units are held indirectly through a personal investment vehicle, bringing reported indirect holdings to 1,424,627 units. The TPH Units are ultimately exchangeable for cash or, at TPG’s election, Class A common stock on a one-for-one basis. Ganendran may be deemed to beneficially own only his pecuniary interest in these securities and disclaims ownership beyond that.
Rhodes Jeffrey K. reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director Jeffrey K. Rhodes reported an automatic allocation of 620 TPG Partner Holdings, L.P. units on August 5, 2026, following forfeiture by a former partner. These units are held indirectly through a personal investment vehicle, bringing that entity’s holdings to 6,311,101 units and remaining subject to existing exchange features.
Raj Nehal reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director Raj Nehal reported an automatic allocation of 382 TPG Partner Holdings, L.P. Units on August 5, 2026, after forfeiture by a former partner, increasing his indirect holdings through a personal investment vehicle to 3,432,583 units. These TPH Units are ultimately exchangeable, under an Amended and Restated Exchange Agreement, for cash or, at TPG Inc.'s election, shares of Class A common stock on a one-for-one basis. The filing states that Nehal may be deemed to beneficially own these securities only to the extent of his pecuniary interest and expressly disclaims ownership beyond that.
Harris Joann reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. Chief Compliance Officer Joann Harris reported an automatic allocation of 38 TPG Partner Holdings, L.P. units on August 5, 2026, following the forfeiture of units by a former partner, at a stated price of $0.00 per unit.
These derivative securities are held indirectly through a personal investment vehicle, bringing the reported position in these units to 412,200. Each TPH Unit is ultimately exchangeable, under an existing exchange agreement, for cash or, at TPG’s election, one share of Class A common stock. Harris disclaims beneficial ownership beyond her pecuniary interest, and the filing indicates the transaction was not made under a Rule 10b5‑1 trading plan.
Davis Kelvin L. reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director Kelvin L. Davis reported an automatic allocation of 1,206 TPG Partner Holdings, L.P. units on August 5, 2026 after another partner’s forfeiture. He received 4 units directly (41,665 direct units after) and 1,202 through personal investment vehicles (11,604,029 indirect units). For those indirect holdings, he disclaims beneficial ownership beyond his pecuniary interest. These units are exchangeable one-for-one into cash or, at TPG’s election, Class A common stock under an existing exchange agreement.
Davidson Martin reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. reported that Chief Accounting Officer Martin Davidson received an automatic allocation of 60 TPG Partner Holdings, L.P. units on August 5, 2026, following the forfeiture of these units by a former partner under the partnership agreement. This increased his directly held TPH Units to 633,263. The units are ultimately exchangeable on a one-for-one basis for either cash or, at TPG’s election, shares of Class A common stock, with a corresponding exchange of Operating Group II Common Units and cancellation of an equal number of Class B shares that carry ten votes per share but no economic rights.
TPG Inc. disclosed that Executive Chairman and 10% owner James G. Coulter indirectly acquired 3,577 TPG Partner Holdings, L.P. Units on August 5, 2026, at $0, automatically allocated to his personal investment vehicles after a former partner forfeited units. These units are exchangeable 1-for-1 into cash or Class A common stock, and associated entities now indirectly hold 35,644,619 units, which he may be deemed to beneficially own only to the extent of his pecuniary interest; related Class B shares carry ten votes per share but no economic rights and are cancelled upon exchange.
MESSEMER DEBORAH M. reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director Deborah M. Messemer received an annual grant of 4,181 restricted stock units, each representing one share of Class A common stock. The award was made under TPG’s Independent Director Compensation Policy and will vest on the first anniversary of the grant, subject to continuous service, with retention if she serves through the next annual shareholder meeting. Following the grant, her direct Class A holdings are reported at 20,988 shares.
Elsesser Kathy reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director Kathy Elsesser received an annual grant of 4,181 restricted stock units (RSUs), each representing a contingent right to one share of Class A common stock. The RSUs vest on the first anniversary of the 2026-07-15 grant, subject to continuous board service, and her reported holdings after the award are 12,693 shares.
McRaven William H. reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. granted director William H. McRaven an annual award of 4,181 restricted stock units representing Class A common stock. After this grant, he directly holds 11,615 shares. The RSUs vest on the first anniversary of the grant date, subject to continuous service or service through the next annual shareholder meeting.
TPG Inc. reported that Executive Chairman James G. Coulter had 40,950 shares of Class A common stock withheld on July 15, 2026 to pay tax liabilities arising from the vesting and settlement of restricted stock units, at an implied price of $43.15 per share.
After this tax-withholding disposition, he holds 836,579 Class A shares directly and 2,159,831 shares indirectly through a family trust, which he beneficially owns only to the extent of his pecuniary interest. The transaction was not reported as made under a Rule 10b5-1 trading plan.
CRANSTON MARY B reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director Mary B. Cranston received an annual grant of 4,181 restricted stock units (RSUs), each representing one share of Class A common stock, under the company’s Independent Director Compensation Policy. The RSUs vest on the first anniversary of the grant date, subject to her continuous service or service through the next annual shareholder meeting. Following this award, she directly holds 34,958 shares of Class A common stock.
Bright Gunther reported acquisition or exercise transactions in this Form 4 filing.
Gunther Bright, a director of TPG Inc., received an annual grant of 4,181 restricted stock units, each representing one share of Class A common stock. The RSUs vest on the first anniversary of the grant, subject to continued service or service through the next annual shareholder meeting. Following this award, he directly holds 42,487 shares.
TPG Inc. director Kelvin L. Davis reported an internal transfer of 41,661 TPG Partner Holdings, L.P. units. A trust for which he was the grantor transferred these units to him, and the transaction is classified as an "other acquisition or disposition" rather than an open-market trade.
These TPG Partner Holdings units are ultimately exchangeable for cash or, at TPG Inc.’s election, an equal number of Class A common shares on a one-for-one basis, subject to customary adjustments and restrictions. Through personal investment vehicles, Davis is associated with 11,602,827 underlying Class A common shares, while disclaiming beneficial ownership beyond his pecuniary interest.
McRaven William H. reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. reported that director William H. McRaven received a grant of 7,434 restricted stock units (RSUs), each representing one share of Class A common stock. 7,061 RSUs are an initial award vesting one-third on each of the first, second and third anniversaries of April 14, 2026. The remaining 373 RSUs are an annual award vesting on April 14, 2027, all subject to his continuous service and, for the annual award, service through the next annual meeting of shareholders after April 14, 2026.
Director David Trujillo of TPG Inc. reported a tax-related share disposition. On April 14, 2026, the company withheld 8,379 shares of Class A common stock at $39.42 per share to cover the tax liability from vesting restricted stock units. After this withholding, Trujillo directly holds 237,297 Class A shares, indicating this was a compensation and tax event rather than an open-market trade.
TPG Inc. Chief Legal Officer & GC Jennifer L. Chu reported a routine tax-withholding event involving company stock. On April 14, 2026, TPG withheld 19,679 shares of Class A common stock to cover taxes due upon the vesting and settlement of previously granted restricted stock units. After this non-market disposition, Chu directly held 177,295 Class A shares.
TPG Inc. Chief Legal Officer and General Counsel Jennifer L. Chu reported a routine tax-related share disposition. On the vesting and settlement of previously granted performance stock units, the company withheld 22,079 shares of Class A common stock at $40.51 per share to cover her tax liability.
These shares were not sold in the open market but retained by the issuer for tax withholding. After this transaction, Chu directly holds 196,974 shares of TPG Inc. Class A common stock.
TPG Inc. Chief Executive Officer Jon Winkelried reported an automatic award of 98,894 TPG Partner Holdings, L.P. ("TPH") units on February 11, 2026. These TPH Units were allocated to him under the partnership agreement after forfeiture by a former partner.
The filing shows acquisitions of 67,353 TPH Units held directly, 21,032 TPH Units held indirectly through a personal investment vehicle, and 10,509 TPH Units held indirectly through a family trust, all at a price of $0 per unit.
According to an exchange agreement, TPH Units are ultimately exchangeable for cash or, at TPG Inc.’s election, an equal number of Class A common shares, with related exchanges and cancellations of operating group units and Class B shares. Winkelried disclaims beneficial ownership beyond his pecuniary interest.
TPG Inc.'s chief financial officer, Jack Weingart, reported an indirect acquisition of additional partnership units linked to TPG. On February 11, 2026, 27,567 TPG Partner Holdings, L.P. units were automatically allocated to him under the partnership agreement following forfeiture by a former partner. These units are held indirectly through family trusts and increase his indirect derivative holdings to 4,120,385 units. Under an exchange agreement, these units can ultimately be exchanged for cash or, at TPG’s election, an equal number of Class A common shares, while a corresponding number of high-vote Class B shares would be cancelled.
Vazquez-Ubarri Anilu reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc.'s Chief Operating Officer and director Anilu Vazquez-Ubarri reported an automatic award of 9,110 TPG Partner Holdings, L.P. units on February 11, 2026. These units were reallocated to her after being forfeited by a former partner, with no cash price reported for the grant.
Following this transaction, she holds 1,607,781 of these partnership units. Under an existing exchange agreement, each unit can ultimately be exchanged for cash or, at TPG Inc.'s election, one share of Class A common stock, while related Class B shares with ten votes per share would be cancelled with no economic compensation.
Trujillo David reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. director David Trujillo reported an automatic award of 37,089 TPG Partner Holdings, L.P. units on February 11, 2026. These units were reallocated to him under the partnership agreement after forfeiture by a former partner, at a stated price of $0 per unit, bringing his directly held derivative units to 6,582,193.
Under an existing exchange agreement, each TPH Unit is ultimately exchangeable for cash or, at TPG Inc.’s election, one share of its Class A common stock, subject to customary adjustments and transfer restrictions. When units are exchanged, an equal number of TPG Operating Group II common units are exchanged and an equal number of Class B shares, which carry ten votes but no economic rights, are cancelled.
TPG Inc. President and director Todd Benjamin Sisitsky reported an indirect acquisition of 63,719 TPG Partner Holdings, L.P. units on February 11, 2026. These TPH Units were automatically allocated to entities associated with him under the partnership agreement after forfeiture by a former partner.
Two indirect holdings increased: 57,959 TPH Units held through a personal investment vehicle and 5,760 TPH Units held through family trusts, both at a price of $0 per unit as a grant or other award. The filing notes these TPH Units are ultimately exchangeable into cash or, at TPG’s election, Class A common stock on a one-for-one basis, and Sisitsky disclaims beneficial ownership beyond his pecuniary interest.
TPG Inc. director Sarvananthan Ganendran indirectly acquired 15,435 TPG Partner Holdings, L.P. units on February 11, 2026 through an automatic allocation at a price of $0 per unit. These units were reallocated to him under the partnership agreement following forfeiture by a former partner.
After this transaction, he indirectly holds 1,424,364 such units through a personal investment vehicle. The units are ultimately exchangeable for cash or, at TPG Inc.’s election, shares of its Class A common stock on a one-for-one basis, with corresponding exchanges of operating group units and cancellation of an equal number of Class B shares that carry ten votes per share but no economic rights.
Ganendran may be deemed to beneficially own these securities only to the extent of his direct or indirect pecuniary interest and expressly disclaims beneficial ownership beyond that interest.
TPG Inc. director Jeffrey K. Rhodes reported an automatic award of 36,524 TPG Partner Holdings, L.P. units on February 11, 2026. The Form 4 shows this derivative acquisition at a price of $0 per unit, increasing his indirectly owned TPG Partner Holdings units to 6,310,481 through a personal investment vehicle.
The additional units were allocated under the partnership agreement after forfeiture by a former partner. These TPG Partner Holdings units can ultimately be exchanged for cash or, at TPG Inc.’s election, shares of Class A common stock on a one-for-one basis, with related TPG Operating Group II units exchanged and an equal number of Class B shares cancelled for no additional consideration.
The filing notes that Rhodes may be deemed to beneficially own these securities only to the extent of his pecuniary interest and explicitly disclaims beneficial ownership beyond that economic stake.
TPG Inc. director Raj Nehal reported an indirect acquisition of derivative interests linked to TPG stock. On February 11, 2026, 22,419 additional TPG Partner Holdings, L.P. units were automatically allocated to an entity associated with him after forfeiture by a former partner. These units were acquired at $0 and increase the indirectly held derivative position to 3,432,201 units.
Under an exchange agreement, each unit can ultimately be exchanged for cash or, at TPG Inc.’s election, one share of Class A common stock, with related exchanges of operating group units and cancellation of Class B shares. Nehal disclaims beneficial ownership beyond his pecuniary interest.
TPG Inc.’s Chief Compliance Officer, Joann Harris, reported an indirect acquisition of 2,278 TPG Partner Holdings, L.P. units on February 11, 2026. These additional “TPH Units” were automatically allocated to a personal investment vehicle associated with her after forfeiture by a former partner, at a stated price of $0 per unit.
Following this grant, 412,162 TPH Units are reported as beneficially owned indirectly. Under an existing exchange agreement, each TPH Unit is ultimately exchangeable for cash or, at TPG Inc.’s election, one share of its Class A common stock, subject to customary adjustments and restrictions.
TPG Inc. director Kelvin L. Davis, through personal investment vehicles, indirectly acquired 70,788 additional TPG Partner Holdings, L.P. units on February 11, 2026 at a stated price of $0. These units were automatically allocated to him after forfeiture by a former partner under the partnership agreement.
Following this award, his indirect beneficial interest rose to 11,602,827 TPH units. Under an exchange agreement, each TPH unit is ultimately exchangeable for cash or, at TPG Inc.’s election, one share of Class A common stock, with related Operating Group units exchanged and an equal number of Class B shares cancelled. Davis disclaims beneficial ownership beyond his pecuniary interest.
Davidson Martin reported acquisition or exercise transactions in this Form 4 filing.
TPG Inc. Chief Accounting Officer Davidson Martin reported an automatic award of 3,514 additional TPG Partner Holdings, L.P. units on February 11, 2026. These units were reallocated to him after being forfeited by a former partner under the partnership agreement and were recorded at a price of $0 per unit.
Following this transaction, Martin directly beneficially owned 633,203 TPG Partner Holdings units. According to an existing exchange agreement, each unit can ultimately be exchanged for cash or, at TPG Inc.’s election, one share of Class A common stock, while a corresponding Class B share with voting but no economic rights is cancelled.
TPG Inc. Executive Chairman and 10% owner James G. Coulter reported an automatic acquisition of 210,464 additional TPG Partner Holdings, L.P. units on February 11, 2026. These derivative securities are held indirectly through personal investment vehicles and bring his reported beneficial interest in such units to 35,641,042.
Under an existing exchange agreement, each TPG Partner Holdings, L.P. unit is ultimately exchangeable for cash or, at TPG Inc.’s election, one share of its Class A common stock, subject to customary adjustments and transfer restrictions. Any such exchange also triggers a corresponding exchange of operating group units and cancellation of an equal number of Class B shares with ten votes per share and no economic rights.