Welcome to our dedicated page for Andersen Group SEC filings (Ticker: ANDG), 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.
Andersen Group Inc. filings document the company’s transition as a New York Stock Exchange public company and its formal reporting for a professional-services business focused on tax, valuation and financial advisory services. The records identify ANDG Class A common stock and include material-event reports on operating results, Regulation FD investor presentations and board composition.
Proxy materials cover annual-meeting procedures, stockholder voting matters, director elections and board committee structure. Current reports also disclose governance changes, compensatory arrangements and subsidiary equity-related awards involving Andersen Tax LLC, alongside capital-structure and exchange-listing information required for the company’s registered securities.
Andersen Group Inc. director Robert V. Gunderson Jr. reported an open-market purchase of 2,367 shares of Class A Common Stock at $35.82 per share. Following this transaction, he directly holds 15,000 shares, indicating a modest increase in his personal investment in the company.
Andersen Group Inc. ownership disclosure: this Schedule 13G/A (Amendment No. 3) reports that subsidiaries of Brown Advisory Inc. beneficially own 2,516,555 shares of Class A common stock, representing 19.89% of the class as reported. The filing lists sole voting power of 2,154,479 shares for Brown Advisory Inc. and breaks out related subsidiary holdings and voting/dispositive powers. The filing is signed by the Chief Compliance Officer on 05/15/2026.
Andersen Group Inc. reported a Schedule 13G filing showing that Baron-related filers beneficially own 7.12% totaling 900,149 shares of Class A common stock as of 03/31/2026. The filing lists shared voting power and shared dispositive power of 900,149 shares held by BAMCO, Baron Capital Group, Ronald Baron and related entities. The filing states advisory clients of BAMCO and BCM have the right to receive dividends or proceeds from sales in client accounts. The Schedule is signed by Ronald Baron on 05/15/2026.
Andersen Group Inc. ownership update: Driehaus Capital Management LLC reports beneficial ownership of 560,207 shares of Class A Common Stock, representing 4.43% of the class as of 03/31/2026. The filing is an amendment to a prior Schedule 13G and is signed on 05/15/2026.
The filing shows shared voting and dispositive power over the reported shares (560,207). The schedule is filed under Section 13 and confirms ownership of 5% or less of the class.
Andersen Group Inc. reported higher revenue but sharply lower profit for the quarter ended March 31, 2026. Revenue rose to $240.7 million from $208.1 million, driven by growth across Private Client, Business Tax, Alternative Investment Funds and Valuation services.
Operating income fell to $24.1 million from $52.6 million as personnel costs climbed, including $45.6 million of equity-based compensation tied to the recent IPO structure. Net income declined to $17.7 million from $50.6 million, with $17.2 million attributable to noncontrolling interests and $0.5 million to Class A stockholders.
Operating cash flow swung to an outflow of $3.9 million, reflecting large working-capital uses, while cash and cash equivalents remained sizable at $206.8 million. The company carries related-party notes totaling $336.5 million, generating $6.2 million of quarterly interest expense, and continues to operate under an Up‑C structure with significant noncontrolling interests.
Andersen Group Inc. reported first-quarter 2026 results showing strong revenue growth but lower GAAP profit. Revenue was $240.7 million, up 15.7% from $208.1 million a year earlier, driven by more clients, higher volumes and broader service lines.
GAAP net income fell to $17.7 million from $50.6 million, mainly due to $41.1 million of higher equity-based compensation. Adjusted net income rose to $62.9 million from $55.2 million, and Adjusted EBITDA increased to $72.3 million, with a 30.0% margin versus 27.5%.
The company highlighted inorganic growth, closing acquisitions of tax and consulting firms in Ireland, New Zealand, Nigeria and Uruguay, and signing deals in Switzerland and Canada expected to close in the third quarter of 2026. As of March 31, 2026, Andersen held $206.8 million in cash and cash equivalents and $5.1 million in U.S. Treasury investments.
Andersen Group Inc. is asking stockholders to vote at its 2026 virtual annual meeting on June 22, 2026. The proxy seeks approval to elect eight directors for one-year terms and to ratify BDO USA, P.C. as independent auditor for 2026.
The filing details Andersen’s controlled company status under NYSE rules, with Andersen Aggregator LLC holding all high‑vote Class B shares, and outlines board independence, committee structure, and risk oversight. It also discloses substantial 2025 executive pay, including equity awards tied to an umbrella LLC structure and long-term incentive units.
The Schedule 13G/A reports that Franklin Resources, Inc. and affiliated investment managers beneficially own 1,130,323 shares of Andersen Group Inc. Class A common stock, representing 8.9% of the class as of the calendar quarter ended March 31, 2026. The filing states that Franklin Advisers, Inc. has sole voting and dispositive power over 1,071,494 shares and that clients of Franklin investment management subsidiaries include Franklin Small Cap Growth Fund with 946,875 shares (7.5%).
Andersen Group Inc. director Susan L. Decker filed an initial ownership report showing interests in Class X Aggregator Units that are exchangeable into Class A common stock. She indirectly holds 200,000 Class X Aggregator Units through a trust she controls and directly holds 50,000 additional Class X Aggregator Units.
Under the Andersen Aggregator LLC agreement, each Class X Aggregator Unit is ultimately exchangeable on a one-for-one basis for either cash or, at the company’s election, a share of Class A common stock, subject to customary adjustments and restrictions. The reported units are fully vested, and Decker disclaims beneficial ownership of the trust-held securities except to the extent of her pecuniary interest.