23 unchanged sentences
Other Information.
−Removed: (a) Change in Control Severance Agreement.
−Removed: On May 20, 2025, we entered into a Change in Control Severance Agreement with David Y.
−Removed: Park, our Chief Financial Officer, pursuant to which Mr.
−Removed: Park is eligible to receive the following severance benefits in the event his employment is terminated without “cause” or he resigns for “good reason” after we experience a “change in control” (each as defined in the Change in Control Severance Agreement):
−Removed: (i) a lump sum cash severance payment equal to two times the sum of (A) Mr.
−Removed: Park’s base salary and (B) his annual bonus earned for the preceding fiscal year (including any portion paid in cash and any portion granted as equity awards), (ii) 24 months of Company-paid group health plan continuation, and (iii) accelerated vesting of all unvested equity or equity-based awards, carried interest awards and awards under any incentive fee plan (with any performance-based vesting conditions determined in accordance with the applicable plan or award agreement).
−Removed: The severance benefits are subject to Mr.
−Removed: Park’s execution and non-revocation of a release of claims in favor of the Company.
−Removed: The foregoing summary of the Change in Control Severance Agreement does not purport to be complete and is qualified in its entirety by reference to the complete terms of the Change in Control Severance Agreement filed as Exhibit 10.20 hereto, which is incorporated herein by reference.
−Removed: (b) Trading Arrangements.
−Removed: During the quarter ended March 31, 2025, none of our directors or officers (as defined in Exchange Act Rule 16a-1(f)) adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408 of Regulation S-K.
+Added: (a) Trading Arrangements.
+Added: The table below summarizes the terms of “Rule 10b5-1 trading arrangements,” as defined in Item 408 of Regulation S-K, adopted , modified or terminated by our executive officers or directors during the quarter ended March 31, 2026 .
+Added: The trading arrangement listed below is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
+Added: Name Title Date of Adoption or Termination
+Added: Duration of Plan (1)
+Added: Aggregate number of Class A ordinary shares to be sold pursuant to the trading agreement
+Added: Jose Fernandez Co-Chief Operating Officer and Director Plan adopted February 20, 2026
+Added: Plan terminates February 13, 2027
+Added: _______________________________
+Added: (1) Such plan will expire on the earlier of the expiration date or the completion of all transactions under the trading arrangement.
Disclosure Regarding Foreign Jurisdictions that Prevent Inspections.
5 unchanged sentences
Executive Compensation.
−Removed: The information required by this item is incorporated by reference to the sections titled “Compensation Committee Interlocks and Insider Participation,” “Compensation Discussion and Analysis,” “Compensation Committee Report,” and “Executive Compensation Tables” of the definitive Proxy Statement for our 2025 Annual Meeting of Stockholders, which will be filed with the Securities and Exchange Commission no later than 120 days after March 31, 2025.
+Added: The information required by this item is incorporated by reference to the sections titled “Compensation Committee Interlocks and Insider Participation,” “Compensation Discussion and Analysis,” “Compensation Committee Report,” “Executive Compensation Tables”, and “Fiscal 2026 Director Compensation” of the definitive Proxy Statement for our 2026 Annual Meeting of Stockholders, which will be filed with the Securities and Exchange Commission no later than 120 days after March 31, 2026.
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters.
41 unchanged sentences
8-K 2.3 2/08/2024 001-39510
−Removed: Amended and Restated Certificate of Incorporation of StepStone Group Inc.
+Added: Restated Certificate of Incorporation of StepStone Group Inc.
8-K 3.2 9/19/2025 001-39510
4 unchanged sentences
8-K 4.1 10/23/2024 001-39510
−Removed: Tenth Amended and Restated Limited Partnership Agreement of StepStone Group LP, dated as of May 31, 2024, by and among StepStone Group Holdings LLC, as General Partner, and each of the other persons and entities part y thereto.
+Added: Tenth Amended and Restated Limited Partnership Agreement of StepStone Group LP, dated as of May 31, 2024, by and among StepStone Group Holdings LLC, as General Partner, and each of the other persons and entities party thereto.
8-K 10.1 5/31/2024 001-39510
1 unchanged sentence
8-K 10.2 9/18/2020 001-39510
−Removed: Tax Receivable Agreement (Reorganization), dated as of September 18, 2020, by and among StepStone Group Inc., StepStone Group LP, and each of the other persons and entities part y thereto.
+Added: Tax Receivable Agreement (Reorganization), dated as of September 18, 2020, by and among StepStone Group Inc., StepStone Group LP, and each of the other persons and entities party thereto.
8-K 10.3 9/18/2020 001-39510
9 unchanged sentences
Form of Restricted Stock Unit Award Agreement under the 2020 Long-Term Incentive Plan.
+Added: 10-K 10.8 5/23/2025 001-39510
Form of Restricted Stock Unit Award Agreement under the 2020 Long-Term Incentive Plan (for awards issued between February 2023 and February 2025).
13 unchanged sentences
StepStone Group Inc.
−Removed: 2023 Employee Stock Purchase Plan.
−Removed: S-8 99.3 9/18/2023 333-274556
+Added: 2023 Employee Stock Purchase Plan , as amended.
Class D Exchange Agreement, dated as of May 31, 2024, by and among the Company, the Partnership and the other persons and entities party thereto.
2 unchanged sentences
8-K 10.1 10/23/2024 001-39510
−Removed: StepStone Group LP Evergreen Fund Incentive Plan
+Added: StepStone Group LP Evergreen Fund Incentive Plan, as amended.
Form of Award Agreement under the StepStone Group LP Evergreen Fund Incentive Plan.
+Added: 10-K 10.20 5/23/2025 001-39510
Change in Control Severance Agreement, dated as of May 20, 2025, by and among the Company, the Partnership and David Y.
+Added: 10-K 10.21 5/23/2025 001-39510
StepStone Group Inc.
+Added: Deferred Compensation Plan
+Added: 10-Q 10.1 2/05/2026 001-39510
+Added: StepStone Group Inc.
Insider Trading Policy.
32 unchanged sentences
Anthony Keathley
−Removed: /s/ Monte Brem Chairman of the Board of Directors
/s/ Valerie Gay Brown Director
9 unchanged sentences
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.