| Insider | Role | Shares | Value | Buys | Sells |
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| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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| Insider | Role | Shares | Value | Buys | Sells |
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| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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Co-chief Operating Officer
1 company
Jose A Fernandez is Co-chief Operating Officer at STEP. Jose A Fernandez's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider.
Our model assigns Jose A Fernandez a below-average insider score of 39/100, based on 7 past trades. Over a 12-month horizon, the one trade was not profitable, with an average 12-month return of -6.3%.
Jose A Fernandez has 10 Form 4 filings on record from September 2020 to June 2026, all as Co-chief Operating Officer at StepStone Group (STEP), 2020–2026.
The 35 reported transactions were 15 open-market sales, 5 dispositions back to the company, 5 stock awards and 4 gifts, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $161K and 3 sales worth about $72.3M.
The only open-market purchase was 8,920 shares of STEP at an average $18.00 on September 18, 2020, about $161K.
The largest open-market sale was 1,750,000 shares of STEP at an average $28.32 on March 23, 2021, about $49.6M. Twelve months later STEP was up 6%.
Both sales since April 2023 were made under a Rule 10b5-1 trading plan, set up in advance.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 3, 2026 | STEP Stepstone Group Inc. | Co-chief Operating Officer | Sell10b5-1 | 202,290 | $47.51 | $9,611,779.75 | -100% | +13.9% | - | |
| Nov 13, 2025 | STEP Stepstone Group Inc. | Co-chief Operating Officer | Sell10b5-1 | 211,210 | $62.12 | $13,120,535.84 | -100% | -4.7% | - | |
| Mar 23, 2021 | STEP Stepstone Group Inc. | Co-chief Operating Officer | Sell | 1,750,000 | $28.32 | $49,560,000.00 | - | +5.4% | +6.3% | |
| Sep 18, 2020 | STEP Stepstone Group Inc. | Co-chief Operating Officer | Buy | 8,920 | $18.00 | $160,560.00 | New | - | - |