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Acadian (AAMI) director reports stock gifts and 1,288 restricted stock units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Acadian Asset Management Inc. director Barbara Trebbi reported routine equity compensation and non-market transfers. On June 12, 2026, she was granted 1,288 restricted stock units, each representing one share of common stock, under the Acadian Asset Management Inc. 2026 Equity Incentive Plan. These units vest on the earlier of June 12, 2027 and the date of the 2027 annual meeting of stockholders.

On June 15, 2026, she recorded two bona fide gifts of common stock totaling 20,520 shares: 10,260 shares related to the Landry Trebbi 2012 Family Grantor Trust for the benefit of her child, and 10,260 shares from her direct holdings. After these transactions, she held 28,797 common shares directly and 10,260 shares indirectly through the trust.

Positive

  • None.

Negative

  • None.
Insider Trebbi Barbara
Role null
Type Security Shares Price Value
Gift Common Stock 10,260 $0.00 --
Gift Common Stock 10,260 $0.00 --
Grant/Award Restricted Stock Units 1,288 $0.00 --
Holdings After Transaction: Common Stock — 28,797 shares (Direct, null); Common Stock — 10,260 shares (Indirect, Landry Trebbi 2012 Family Grantor Trust dated 12/31/2012); Restricted Stock Units — 1,288 shares (Direct, null)
Footnotes (1)
  1. These shares are held in a trust for the benefit of the reporting person's child. The reporting person, the reporting person's spouse and a third party are trustees of the trust. Each restricted stock unit represents a right to receive one share of common stock of Acadian Asset Management Inc. Consists of restricted stock units under the Acadian Asset Management Inc. 2026 Equity Incentive Plan. On June 12, 2026, the reporting person was granted 1,288 restricted stock units vesting upon the earlier of June 12, 2027 and the date of the 2027 annual meeting of stockholders of Acadian Asset Management Inc.
Gifted shares total 20,520 shares Bona fide gifts of common stock on June 15, 2026
First gift block 10,260 shares Gift related to Landry Trebbi 2012 Family Grantor Trust
Second gift block 10,260 shares Gift from direct holdings on June 15, 2026
RSU grant size 1,288 RSUs Restricted stock units granted on June 12, 2026
Direct shares after transactions 28,797 shares Direct common stock holdings following June 15, 2026 gifts
Indirect trust shares 10,260 shares Held in Landry Trebbi 2012 Family Grantor Trust for child
RSU vesting date June 12, 2027 Vests earlier of June 12, 2027 or 2027 annual meeting
restricted stock unit financial
"Each restricted stock unit represents a right to receive one share of common stock of Acadian Asset Management Inc."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Equity Incentive Plan financial
"Consists of restricted stock units under the Acadian Asset Management Inc. 2026 Equity Incentive Plan."
An equity incentive plan is a program that gives employees, executives or directors the right to receive company stock or options to buy stock as part of their pay. Think of it as offering slices of future company profit to motivate people to boost long‑term performance; for investors it matters because it can align employee goals with shareholder value but also increases the number of shares outstanding, which can dilute existing ownership.
grantor trust financial
"These shares are held in a trust for the benefit of the reporting person's child."
A grantor trust is a legal arrangement where the person who puts assets into the trust keeps enough control or rights that, for tax and legal purposes, those assets are treated as still belonging to that person. For investors, that matters because income, gains and losses generated by the trust typically flow through to the grantor (or directly to investors) for tax reporting and distributions, affecting after-tax returns and cash flow predictability — think of it like a mailbox that forwards all the mail back to the sender rather than holding it inside.
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Trebbi Barbara

(Last)(First)(Middle)
C/O ACADIAN ASSET MANAGEMENT INC.
200 STATE STREET, SUITE 601A

(Street)
BOSTON MASSACHUSETTS 02109

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Acadian Asset Management Inc. [ AAMI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/12/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock06/15/2026G10,260D$028,797D
Common Stock06/15/2026G10,260A$010,260ILandry Trebbi 2012 Family Grantor Trust dated 12/31/2012(1)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(2)(2)06/12/2026A1,288(3) (4) (4)Common Stock1,288$01,288D
Explanation of Responses:
1. These shares are held in a trust for the benefit of the reporting person's child. The reporting person, the reporting person's spouse and a third party are trustees of the trust.
2. Each restricted stock unit represents a right to receive one share of common stock of Acadian Asset Management Inc.
3. Consists of restricted stock units under the Acadian Asset Management Inc. 2026 Equity Incentive Plan.
4. On June 12, 2026, the reporting person was granted 1,288 restricted stock units vesting upon the earlier of June 12, 2027 and the date of the 2027 annual meeting of stockholders of Acadian Asset Management Inc.
Remarks:
/s/ Richard J. Hart, By POA for Barbara Trebbi06/15/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did Acadian (AAMI) director Barbara Trebbi report?

Barbara Trebbi reported a grant of 1,288 restricted stock units and two bona fide gifts totaling 20,520 common shares. These are compensation and gifting events, not open-market purchases or sales, and reflect routine equity awards and estate or family planning transfers.

How many Acadian (AAMI) shares did Barbara Trebbi gift in this Form 4?

She reported bona fide gifts totaling 20,520 common shares, split into two transfers of 10,260 shares each. One relates to a family grantor trust for her child, and the other comes from her direct holdings, with no sale proceeds reported.

What are the details of Barbara Trebbi’s 1,288 restricted stock units at AAMI?

She received 1,288 restricted stock units on June 12, 2026, under the Acadian Asset Management Inc. 2026 Equity Incentive Plan. Each unit represents one common share and vests on the earlier of June 12, 2027 or the date of Acadian’s 2027 annual stockholders’ meeting.

How many Acadian (AAMI) shares does Barbara Trebbi hold after these transactions?

Following the reported transactions, Barbara Trebbi directly holds 28,797 shares of Acadian common stock. She also has an indirect interest in 10,260 shares held in a family grantor trust for her child, where she serves as one of the trustees.

Were Barbara Trebbi’s Acadian (AAMI) transactions open-market buys or sells?

The filing shows no open-market buys or sells. Instead, it reports a grant of 1,288 restricted stock units as compensation and two bona fide gifts totaling 20,520 shares of common stock, which are non-market, no-consideration transfers rather than trading activity.