Welcome to our dedicated page for Acadian Asset Management SEC filings (Ticker: AAMI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Acadian Asset Management Inc. (NYSE: AAMI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Acadian Asset Management Inc. is the listed holding company of Acadian Asset Management LLC, a systematic investment manager serving institutional investors, and its filings offer detail on capital structure, credit facilities, and periodic results.
Among the key documents are Form 8-K current reports, which the company uses to describe material events. For example, one 8-K outlines a Delayed Draw Term Loan Credit Agreement and a Revolving Credit Agreement entered into by Acadian Asset Management LLC, including information on term loan capacity, revolving commitments, interest rate options, financial covenants, and events of default. Another 8-K describes the planned full redemption of the company’s 4.800% Senior Notes due 2026, including the redemption date, pricing methodology, and treatment of accrued interest.
Filings may also reference the listing of Acadian’s common stock and its 4.800% Notes due 2026 on the New York Stock Exchange, providing context on the company’s registered securities. In addition, the company furnishes presentation materials with quarterly financial and operating results as exhibits to Form 8-K, giving investors structured information on performance and capital management.
On Stock Titan, these SEC filings are updated from EDGAR and paired with AI-powered summaries that explain the purpose and implications of each document in plain language. Users can quickly understand how new credit agreements affect leverage covenants, how note redemptions change the debt profile, and what quarterly presentation materials reveal about operations, without reading every page of the underlying filing.
The Vanguard Group filed an amendment to its Schedule 13G reporting its position in Acadian Asset Management Inc common stock. The filing states amount beneficially owned: 0 and percent of class: 0%, following an internal realignment on January 12, 2026.
The amendment explains certain Vanguard subsidiaries and business divisions will report beneficial ownership separately in reliance on SEC Release No. 34-39538, and that Vanguard no longer is deemed to beneficially own securities held by those units. The filing is signed by Vanguard's Head of Global Fund Administration on 03/26/2026.
Acadian Asset Management Inc. files its annual report outlining its systematic investment management business and major risks. Through majority-owned Acadian LLC, the firm manages approximately $178 billion of assets under management as of December 31, 2025, primarily for institutional clients worldwide.
The report highlights competitive strengths in quantitative research, data-driven investing and technology, but notes concentration risks: about 46% of AUM is in five strategies and roughly 70% is denominated in non‑U.S. currencies, exposing results to performance, market and FX swings. The institutional channel represents over 80% of AUM, and the top five client relationships contribute about 14% of run‑rate gross management fee revenue.
Management emphasizes capital return and balance sheet structure. From January 1, 2020 to December 31, 2025, the company repurchased approximately 58% of its shares and reports $200 million of long‑term debt outstanding at year‑end 2025. Seed investments totaled about $90 million across seven products. Acadian also discloses extensive operational, regulatory, technology, cybersecurity, data privacy, and legal risks that could affect earnings, cash flow and reputation. As of December 31, 2025, the company had 396 full‑time equivalent employees, supported by advanced proprietary systems and growing use of artificial intelligence in its investment and operations processes.
Acadian Asset Management Inc. executive Christina Wiater reported multiple equity compensation transactions. On February 13, 2026, she received 5,407 restricted stock units (RSUs), each representing one share of common stock, vesting in three equal annual installments through February 13, 2029.
Previously granted RSUs vested and were converted to common stock on February 14 and 15, 2026, adding 4,006 and 5,180 common shares, respectively, at no cash exercise price. To cover tax obligations, the company withheld 1,176 and 1,521 common shares at $51.85 per share, reported as tax-withholding dispositions rather than open-market sales.
After these transactions, Wiater directly held 25,614 shares of common stock and 26,432 RSUs.
Acadian Asset Management Inc. CLO and CAO Richard Jonathan Hart reported multiple equity compensation transactions. On February 13, 2026, he received a grant of 21,602 restricted stock units (RSUs), each representing one share of common stock, vesting in three equal annual installments through February 13, 2029.
On February 14 and 15, 2026, RSUs from prior grants converted into 5,755 and 9,550 shares of common stock at no cost, increasing his direct holdings. To satisfy tax obligations, 2,782 shares on February 14 and 4,618 shares on February 15 were automatically disposed of at a price of $51.85 per share.
After these transactions, Hart directly owned 173,863 shares of common stock and 53,650 RSUs, reflecting ongoing equity-based compensation and routine tax-withholding dispositions rather than open-market purchases or sales.
Hynes Scott reported acquisition or exercise transactions in this Form 4 filing.
Acadian Asset Management Inc. reported an equity compensation grant to its Chief Financial Officer, Scott Hynes. On February 13, 2026, he was awarded 4,888 restricted stock units, each representing one share of Acadian common stock. These units vest in three equal annual installments, with one-third of the shares vesting on each of February 13, 2027, February 13, 2028, and February 13, 2029. Following this grant, Hynes holds 4,888 restricted stock units directly.
Young Kelly reported acquisition or exercise transactions in this Form 4 filing.
Acadian Asset Management Inc. reported that President and CEO Kelly Young received a grant of 48,748 restricted stock units on February 13, 2026. Each unit represents the right to receive one share of Acadian common stock.
The award vests in three equal annual installments, with one-third of the shares vesting on each of February 13, 2027, February 13, 2028, and February 13, 2029, aligning the CEO’s compensation with longer-term company performance.
Acadian Asset Management Inc. director Robert J. Chersi, through the Robert J. Chersi 2012 Family Trust, reported an open-market sale of 28,753 shares of common stock on February 11, 2026 at a weighted average price of $51.30 per share.
After this transaction, the trust indirectly holds 37,384 shares for the benefit of Chersi’s children, with his spouse serving as trustee. The price reflects multiple trades within a range of $51.00 to $51.70 per share.
Acadian Asset Management Inc. director Barbara Trebbi reported an open-market sale of common stock. On February 10, 2026, she sold 9,691 shares at a weighted average price of $51.2155 per share, in multiple trades between $50.92 and $51.67.
Following this transaction, Trebbi directly beneficially owned 35,771 shares of Acadian Asset Management Inc. common stock.
AAMI has a shareholder filing a Rule 144 notice to sell 28,753 shares of common stock through Fidelity Brokerage Services LLC on the NYSE. The aggregate market value of the planned sale is $1,474,741.37. Shares outstanding are listed as 35,709,120, providing context for the transaction size.
The shares come from stock awards granted by the issuer between 2018 and 2024 as compensation, with multiple award dates and amounts detailed.
AAMI has a Form 144 notice covering a planned sale of 9,691 shares of its common stock through Citigroup Global Markets on or about 02/09/2026 on the NYSE. The aggregate market value listed for this potential sale is $496,329.00, with 35,709,120 shares of common stock shown as outstanding.
The seller acquired 5,254 shares as retained share compensation on 06/23/2021 and 4,437 shares as retained share compensation on 05/15/2025, both from Acadian Asset Management Inc. By signing the notice, the seller represents that they are not aware of undisclosed material adverse information about AAMI’s operations.