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Brown Advisory Inc. filed an amended Schedule 13G reporting beneficial ownership of 1,938,340 shares of Andersen Group Inc. Class A common stock, representing 15.3% of the class as of 12/31/2025. The filing is made on behalf of several related entities.
Brown Advisory LLC reports beneficial ownership of 1,929,048 shares (15.2%), Brown Investment Advisory & Trust Co. reports 8,563 shares (0.1%), and Signature Financial Management, Inc. reports 729 shares (0.01%). The securities are held for investment clients of Brown Advisory’s subsidiaries.
The signatory certifies the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Andersen Group Inc.
Brown Advisory Inc and its affiliated entities have filed a Schedule 13G reporting passive ownership of Andersen Group Inc. Class A common stock.
The group reports beneficial ownership of 3,876,680 shares, representing 15.3% of Andersen Group’s Class A common stock. Voting and investment power is held through subsidiaries, including Brown Advisory LLC, Brown Investment Advisory & Trust Co, and Signature Financial Management, Inc., on behalf of investment companies and other managed accounts, and is certified as held in the ordinary course of business without intent to influence control.
Andersen Group Inc. reported an insider equity reclassification rather than a sale. Director and Chairman and Chief Executive Officer Mark Lawrence Vorsatz transferred 200,000 Class X Aggregator Units on February 2, 2026 from his direct holdings to a trust he controls for no consideration.
The Class X Aggregator Units are ultimately exchangeable on a one-for-one basis into shares of Class A common stock or cash, subject to lock-up, vesting and other restrictions under the Andersen Aggregator LLC agreement. After the transaction, he directly holds 5,000,000 and indirectly holds 2,000,000 Class X Aggregator Units.
The reported units were 50% vested as of December 16, 2025, with the remainder vesting in equal annual installments over the following five years, contingent on his continued service to the company.
Franklin Resources and affiliates have disclosed a significant ownership stake in Andersen Group Inc. They report beneficial ownership of 997,468 shares of Andersen’s Class A common stock, representing 7.9% of the outstanding class as of the reporting date.
The shares are primarily held through investment management subsidiaries, including Franklin Advisers, Inc. and Fiduciary Trust Company International, for client accounts. Franklin Small Cap Growth Fund, a series of Franklin Strategic Series, has an interest in 844,180 shares, or 6.7% of the class.
The filing is made on Schedule 13G, indicating the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Andersen Group. Franklin Resources, its principal shareholders, and subsidiaries expressly disclaim pecuniary interest and group status under the securities laws.
Royce & Associates, LP filed a Schedule 13G reporting beneficial ownership of 769,314 shares of Andersen Group Inc common stock, representing 6.08% of the class as of 12/31/2025. Royce reports sole power to vote and dispose of all these shares, with no shared voting or dispositive power.
The shares are held in investment accounts of Royce’s clients, including registered funds and other managed accounts, for which Royce has investment discretion and voting authority under advisory agreements. The firm states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Andersen Group. Royce and its affiliates emphasize that voting and investment decisions are made independently, and Royce disclaims pecuniary interest and beneficial ownership beyond what is required for this report.
JPMorgan Chase & Co. has disclosed a significant passive ownership stake in Andersen Group Inc. Class A common stock. As of the event date of December 31, 2025, JPMorgan reports beneficial ownership of 1,773,515 shares, representing 14.0% of the outstanding class. It holds sole voting power over 1,738,020 shares and sole dispositive power over the full 1,773,515 shares, with no shared voting or dispositive power.
The filing is made on a Schedule 13G basis, and JPMorgan certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Andersen Group. Subsidiaries involved in holding or managing the position include JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, and J.P. Morgan Investment Management Inc.