Welcome to our dedicated page for Alliancebernstein Hldg L P SEC filings (Ticker: AB), 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 AllianceBernstein Holding L.P. (AB) SEC filings page on Stock Titan centralizes the partnership’s regulatory disclosures, many of which relate to the operations of AllianceBernstein, the underlying global investment management firm. Investors use these filings to understand how AB’s assets under management, financial performance and governance are evolving, and how those factors may influence distributions to unitholders.
AB regularly furnishes Form 8‑K reports that include monthly and quarterly assets under management (AUM) releases. These filings provide preliminary AUM figures as of specific dates, with breakdowns by client channel (Institutional, Retail, Private Wealth) and by asset class, such as actively managed equity, passive equity, taxable fixed income, tax-exempt fixed income and alternatives/multi-asset solutions. They also describe net inflows or outflows and the impact of market movements, offering a detailed snapshot of business momentum.
In addition, AB files 8‑K reports on quarterly financial and operating results, which include GAAP and non‑GAAP metrics like net revenues, operating income, operating margin, adjusted net revenues, adjusted operating income and adjusted operating margin. These filings explain how management uses non‑GAAP measures and discuss trends in revenues, expenses and earnings per unit, as well as the calculation of Available Cash Flow that underpins cash distributions to unitholders.
Other 8‑K filings document leadership and governance events, such as the appointment of a new President or the resignation of senior executives, under items covering departures and appointments of certain officers. These disclosures help investors track changes in the firm’s management structure and oversight.
On Stock Titan, AB’s SEC filings are updated as new documents are posted to EDGAR, and AI-powered summaries highlight the key points in each filing. This allows users to quickly see what changed in the latest AUM release, financial report or governance update, and then drill into the full text when deeper analysis is needed.
AllianceBernstein Holding L.P. filed a current report to share that its operating partnership, AllianceBernstein L.P., has issued a news release with preliminary assets under management figures as of December 31, 2025. The company states that this assets under management update is being furnished under Regulation FD and has been included as Exhibit 99.01 to the report. This filing mainly serves to make that AUM information broadly available to the market in a formal way.
AllianceBernstein Holding L.P. has appointed Onur Erzan, age 50, as President with immediate effect. He takes over the President role from Seth Bernstein, who will continue to serve as Chief Executive Officer. Erzan has been Head of Global Client Group and Private Wealth since 2022 and recently added responsibility for Global Private Alternatives after joining the firm in 2021.
Before joining AllianceBernstein, Erzan spent 20 years at McKinsey & Company, most recently as a Senior Partner and co-leader of its Wealth & Asset Management practice. He remains a member of the Equitable Holdings Management Committee and will now serve as Chair of the AllianceBernstein Operating Committee.
AllianceBernstein Holding L.P. reported an equity award to its Chief Accounting Officer via an insider ownership filing. On December 10, 2025, the officer received a 2025 long-term incentive compensation award of 517 AB Holding Units, valued using the closing price of $41.11 per unit on that date. These units represent beneficial ownership interests in limited partnership units of AllianceBernstein Holding L.P.
The 517 AB Holding Units are held in a rabbi trust under AllianceBernstein’s incentive compensation award program until they vest and are delivered to the officer. The award vests in equal annual installments on December 1, 2026, 2027 and 2028, subject to agreements and covenants in the award documentation. Following this transaction, the officer is shown as indirectly owning 7,903 AB Holding Units through the rabbi trust.
AllianceBernstein Holding L.P. Chief Operating Officer Karl Sprules reported equity transactions in AB Holding Units on December 10, 2025. The disclosure shows a disposition of 2,490 AB Holding Units at $41.11 per unit and the acquisition of a 2025 long-term incentive award of 44,393 AB Holding Units at the same price. Following these transactions, Sprules directly held 129,640 units and indirectly held 94,270 units through a rabbi trust. The long-term incentive award, held in the rabbi trust under AllianceBernstein's incentive compensation program, vests in equal annual installments on December 1, 2026, 2027 and 2028, subject to the terms and covenants of the award agreement.
AllianceBernstein Holding L.P. reported that its General Counsel and Corporate Secretary received a long-term equity incentive award in the form of 11,068 AB Holding Units on December 10, 2025. These units were valued using a closing price of $41.11 per AB Holding Unit on that date and are held in a rabbi trust under the company’s incentive compensation award program.
The award vests in three equal annual installments on December 1, 2026, 2027 and 2028, subject to agreements and covenants in the applicable award agreement. Following this grant, the reporting person beneficially owns 26,298 AB Holding Units indirectly through the rabbi trust.
AllianceBernstein Holding L.P. executive Onur Erzan reported an equity incentive award on Form 4. On December 10, 2025, Erzan was granted 65,678 AB Holding Units as his 2025 long-term incentive compensation award, approved by the Compensation and Workplace Practices Committee. The units were valued using the closing price of an AB Holding Unit of $41.11 on that date. These AB Holding Units are held in a rabbi trust under AllianceBernstein’s incentive compensation award program until they vest and are delivered to him. The award vests in three equal annual installments on December 1, 2026, 2027, and 2028. Following this award, Erzan beneficially owns 275,663 AB Holding Units indirectly through the rabbi trust.
AllianceBernstein Holding L.P. granted a significant long-term equity incentive award to its President and CEO, Seth P. Bernstein. On December 10, 2025, he was awarded 159,937 AB Holding Units, representing beneficial ownership interests in the partnership, at a reference closing price of $41.11 per unit.
The units are held in a rabbi trust under AllianceBernstein’s incentive compensation program until they vest and are delivered to him. The award vests in three equal annual installments on December 1, 2026, 2027 and 2028, subject to the agreements and covenants in the award documentation. Following this grant, 597,308 AB Holding Units are reported as beneficially owned indirectly through the rabbi trust.
AllianceBernstein Holding L.P. reported an equity compensation grant to its Chief Accounting Officer on December 10, 2025. The officer received a long-term incentive award of 11,554 AB Holding Units, valued using the closing price of $41.11 per unit on that date. These units are held in a rabbi trust under the company’s incentive compensation award program until they vest and are delivered.
The award vests in three equal annual installments on December 1, 2026, 2027, and 2028, subject to agreements and covenants in the award documentation. Following this transaction, the officer beneficially owns 28,069 AB Holding Units, held indirectly through the rabbi trust.
AllianceBernstein Holding L.P. reported that it has furnished a news release announcing AllianceBernstein L.P.’s preliminary assets under management as of November 30, 2025. The news release is provided as Exhibit 99.01 to this Form 8-K and is described as the AUM Release. This update is presented under a Regulation FD disclosure item, indicating it is intended to share the same information with all market participants at the same time.
AllianceBernstein Holding L.P. executive Karl Sprules, the Chief Operating Officer, reported equity award activity involving AB Holding Units. On December 1, 2025, 43,012 AB Holding Units that he previously held indirectly through a rabbi trust under an employee incentive compensation award program were distributed to him. Of these, 14,978 AB Holding Units were withheld to cover taxes and 28,034 AB Holding Units were delivered to him.
Following these transactions at a reference closing price of $41.43 per AB Holding Unit on December 1, 2025, Sprules reported beneficial ownership of 49,877 AB Holding Units indirectly through the rabbi trust and 132,130 AB Holding Units directly.
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