Welcome to our dedicated page for Abacus Global Management SEC filings (Ticker: ABXL), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Abacus Global Management's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Abacus Global Management's regulatory disclosures and financial reporting.
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. 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.
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.
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.
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.
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.
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.
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.
Abacus Global Management completed a $52.9 million acquisition of an indirect minority stake in Manning & Napier and entered into a long-term Strategic Alliance Agreement. The partnership combines Abacus’s proprietary longevity data and actuarial capabilities with Manning & Napier’s decades of wealth and asset management experience.
The alliance focuses on three areas: joint client solutions, product development and distribution, and lead generation and referrals. Manning & Napier advisors will be able to use Abacus’s LifeARC platform and offer selected Abacus Asset Group products, while both firms share referral channels, including roughly 10,000 monthly leads generated by Abacus Life Solutions.
Abacus Global Management completed a $52.9 million acquisition of an indirect minority stake in Manning & Napier and entered into a long-term Strategic Alliance Agreement. The partnership combines Abacus’s proprietary longevity data and actuarial capabilities with Manning & Napier’s decades of wealth and asset management experience.
The alliance focuses on three areas: joint client solutions, product development and distribution, and lead generation and referrals. Manning & Napier advisors will be able to use Abacus’s LifeARC platform and offer selected Abacus Asset Group products, while both firms share referral channels, including roughly 10,000 monthly leads generated by Abacus Life Solutions.
Abacus Global Management, Inc. ten percent owner Matthew Ganovsky reported a tax-withholding disposition of 27,773 shares of Common Stock on the vesting and settlement of RSUs. The issuer withheld these shares at $9.08 per share to cover tax obligations, leaving Ganovsky with 8,793,593 shares held directly.
Abacus Global Management, Inc. ten percent owner Matthew Ganovsky reported a tax-withholding disposition of 27,773 shares of Common Stock on the vesting and settlement of RSUs. The issuer withheld these shares at $9.08 per share to cover tax obligations, leaving Ganovsky with 8,793,593 shares held directly.
Abacus Global Management, Inc. insider Kirby Kevin Scott, a ten percent owner, reported a routine tax-related share disposition tied to restricted stock units (RSUs).
The company withheld 27,773 shares of Common Stock at $9.08 per share to cover tax withholding obligations upon RSU vesting, described as a “withhold to cover” transaction rather than an open-market sale. After this event, Scott directly held 12,648,639 shares of Common Stock and indirectly held 86,207 shares through an LLC jointly owned with his spouse, indicating the disposition is small relative to his overall position.
Abacus Global Management, Inc. insider Kirby Kevin Scott, a ten percent owner, reported a routine tax-related share disposition tied to restricted stock units (RSUs).
The company withheld 27,773 shares of Common Stock at $9.08 per share to cover tax withholding obligations upon RSU vesting, described as a “withhold to cover” transaction rather than an open-market sale. After this event, Scott directly held 12,648,639 shares of Common Stock and indirectly held 86,207 shares through an LLC jointly owned with his spouse, indicating the disposition is small relative to his overall position.