Welcome to our dedicated page for Abacus Global Management SEC filings (Ticker: ABX), 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 Abacus Global Management, Inc. (NYSE: ABX) SEC filings page on Stock Titan is intended to provide investors with access to the company’s regulatory disclosures once they are available through the U.S. Securities and Exchange Commission. As an alternative asset management firm focused on longevity-based assets, insurance-related strategies, and asset-based finance, Abacus’s filings are expected to contain detailed information about its business verticals, fee-related earnings, and risk factors.
Key documents for ABX typically include annual reports on Form 10-K and quarterly reports on Form 10-Q, which explain the performance and structure of its Life Solutions division, Abacus Asset Group, ABL Tech, and Abacus Wealth Advisors. These reports generally describe how the company originates and manages life insurance and other insurance-centric assets, how it structures longevity funds and asset-based finance strategies, and how it generates revenue from origination gains, management fees, servicing fees, and advisory income.
Other important filings may include current reports on Form 8-K that discuss material events such as new securitized product offerings backed by life insurance assets, strategic acquisitions like digital life insurance origination platforms, and updates to dividend policies or capital allocation frameworks. Proxy statements on Schedule 14A can provide insight into governance matters and board oversight of the company’s alternative asset management activities.
Stock Titan enhances access to Abacus filings by offering AI-powered summaries that explain complex sections of lengthy documents, highlight key themes in 10-K and 10-Q reports, and help users interpret disclosures related to insurance analytics, asset-based finance strategies, and fee-related earnings. Real-time updates from EDGAR, combined with tools to review insider transaction reports on Form 4 when available, allow investors to monitor regulatory information about ABX in a centralized, easy-to-navigate format.
Ganovsky Matthew reported reported sale transactions in this Form 4 filing.
Abacus Global Management, Inc. large shareholder Matthew Ganovsky contributed 38,333 shares of common stock to the Fidelity Exchange Fund on August 3, 2026, in exchange for an interest in that fund, with the shares valued using the issuer's July 31, 2026 closing share price and reported at 10.31 per share. Following this contribution, he held 8,755,260 common shares directly and is listed as a more-than-10% owner.
Abacus Global Management, Inc. reports that executive Samantha Butcher, President of Life Solutions, had 62,753 shares of common stock withheld on 2026-07-03 to satisfy tax withholding obligations tied to RSU vesting, at $11.86 per share. Following this tax-withholding disposition, she directly holds 424,688 shares.
Abacus Global Management, Inc. reported that Chief Financial Officer William Hugh McCauley Jr. had 65,583 shares of common stock withheld on July 3, 2026 at $11.86 per share to satisfy tax withholding obligations related to vesting and settlement of RSUs in a withhold-to-cover transaction. After this tax-withholding disposition, he directly owns 1,040,260 shares of Abacus Global Management common stock. The filing indicates the transaction was not made under a Rule 10b5-1 trading plan.
Abacus Global Management, Inc. amended its existing credit agreement to add $75,000,000 in incremental term loans, bringing the total aggregate principal amount outstanding under the amended facility to $225,000,000. The facility, including any delayed draw term loans, continues to mature on December 10, 2030 with quarterly amortization based on fixed percentages of original principal and additional payments tied to consolidated adjusted EBITDA.
The interest rate remains based on adjusted term SOFR plus 5.25% per annum, with a stepdown to 5.00% if specified EBITDA and total leverage metrics are met. At the amendment date, Abacus Global had $148,125,000 outstanding under the amended credit agreement. Separately, director Sean McNealy informed the company he is resigning from the board effective June 30, 2026 in connection with his planned retirement and will continue as an advisor during a transition period.
Abacus Global Management, Inc. released a shareholder letter describing LifeARC™, its new proprietary AI-powered lifespan modeling platform, and providing a strategic update on its Wealth Advisors division and recent Manning & Napier investment. LifeARC™ uses Abacus’s 20 years of proprietary data to build individualized lifespan projections based on medical history, conditions, genetics, medications, and biometrics, aiming to drive more precise retirement and legacy planning.
The letter frames LifeARC™ as an “intelligence layer” for lifespan-linked finance, tied to an estimated $120 trillion intergenerational wealth transfer. Abacus highlights its more than $50 million investment in Manning & Napier, an $18 billion advisory firm with over 3,400 clients, as a way to embed LifeARC™ into real client portfolios and expand data-driven wealth solutions. The communication contains forward-looking statements about strategy, market opportunity, and revenue models but does not include historical financial results.
Butcher Samantha reported acquisition or exercise transactions in this Form 4 filing.
Abacus Global Management, Inc. reported that President of Life Solutions Samantha Butcher received a grant of performance rights. On June 3, 2026, she was awarded performance rights covering up to 1,000,000 shares of common stock. Each performance right represents a contingent right to receive one share, only if specified company market capitalization or assets under management targets are achieved during 2026. Following this grant, she holds 1,000,000 performance rights directly.
Plesco Elena reported acquisition or exercise transactions in this Form 4 filing.
Abacus Global Management, Inc. reported that Chief Investment Officer Elena Plesco received a grant of performance rights on June 3, 2026. The award covers 1,000,000 performance rights, each representing a contingent right to receive one share of common stock.
The grant will deliver up to 1,000,000 shares of common stock only if specified company market capitalization or assets under management targets are met during 2026. Following this grant, Plesco holds derivative rights over 1,000,000 underlying shares directly.
McCauley William Hugh JR reported acquisition or exercise transactions in this Form 4 filing.
Abacus Global Management, Inc. reported that Chief Financial Officer William Hugh McCauley Jr. received a grant of performance rights. On June 3, 2026, he was awarded 1,000,000 performance rights, each representing a contingent right to receive one share of common stock at settlement.
The grant will deliver up to 1,000,000 shares of common stock if specified company market capitalization or assets under management targets are achieved during 2026. Following this grant, McCauley holds 1,000,000 performance rights directly.
Jackson Jay J reported acquisition or exercise transactions in this Form 4 filing.
Abacus Global Management, Inc. reported that Chief Executive Officer Jackson Jay J received a grant of performance rights. The award covers 2,000,000 performance rights, each representing the contingent right to receive one share of common stock at settlement.
The grant, made on June 3, 2026, will deliver up to 2,000,000 shares only if specified market capitalization or assets under management targets are achieved during 2026. Following this award, the reporting person holds 2,000,000 performance rights directly, reflecting a compensation-related equity incentive rather than an open-market trade.
Abacus Global Management, Inc. reported results from its Annual Meeting held on June 3, 2026. Shareholders approved the Company’s 2026 Long-Term Equity Incentive Plan, which became effective immediately upon approval. They also re-elected two Class III directors for new three-year terms.
Investors ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Shareholders approved the advisory vote on executive compensation and supported holding the say-on-pay advisory vote every year, with one year receiving the highest support among the frequency options.