Welcome to our dedicated page for Cannae Holdings SEC filings (Ticker: CNNE), 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.
Cannae Holdings, Inc. filings document a NYSE-listed investment holding company with common stock registered under CNNE and portfolio interests in operating businesses. Recent 8-K disclosures cover operating and financial results, shareholder letters, Regulation FD materials such as sum-of-the-parts analysis, annual meeting matters, and capital-structure disclosure.
The filings also record material agreements and financing items, including the termination of a margin loan facility associated with Alight shares held by a Cannae subsidiary. Governance and shareholder-voting disclosures appear alongside exhibits, press releases, and other material-event reports.
Cannae Holdings, Inc. has scheduled its 2025 annual meeting of shareholders for December 12, 2025. Because this date falls more than 30 days after the anniversary of last year’s meeting, the company set a special deadline for shareholder proposals to be included in the proxy statement under Rule 14a-8: written proposals must be received at the company address in Las Vegas no later than September 5, 2025. Notices of director nominations or other proposals not intended for proxy inclusion must also be delivered by September 5, 2025 in accordance with the bylaws. Shareholders intending to solicit proxies under the universal proxy rules must provide required Rule 14a-19 information no later than October 13, 2025, which is 60 days before the meeting.
Ryan R. Caswell, CEO of Cannae Holdings (CNNE), reported transactions dated 08/13/2025. The filing shows an acquisition of 100,000 restricted stock units (RSUs), increasing RSU holdings to 350,000 after the grant. Each RSU represents the right to one share, includes pass-through voting and accrued dividend rights, and vests in three equal annual installments beginning August 13, 2026. The filing also reports a disposition of 266,846 shares of common stock. The form was filed by one reporting person and signed by an attorney-in-fact.
Cannae Holdings reported a material loss driven by investment-related charges and operating weakness. The company recorded a net loss of $240.5 million for the quarter and $355.5 million for the six months, equal to basic net loss per share of $(3.93) for the quarter and $(5.72) for six months. Total operating revenues were $110.2 million in the quarter with an operating loss of $60.9 million, while equity in losses of unconsolidated affiliates was $(95.7) million for the quarter.
Significant items include a $59.1 million other-than-temporary impairment of Alight and a $68.1 million impairment related to Dun & Bradstreet after reclassifying D&B as a discontinued operation and held for sale ($528.0 million). The company sold 10.0 million D&B shares for $89.5 million and retained ~59.0 million shares (~13.2%).
The balance sheet shows total assets declined to $1,785.8 million from $2,228.9 million, cash fell to $66.7 million from $131.5 million, and investments in unconsolidated affiliates declined to $629.9 million. Management changes and related payments were recorded, including a $17.2 million lump-sum payment to William Foley and accelerated equity vesting.
Cannae Holdings, Inc. filed a current report to share that it released its financial results for the second quarter of 2025. On August 11, 2025, the company issued a press release detailing these results and a separate letter to shareholders covering the quarter ended June 30, 2025.
Both the press release and the shareholder letter are provided as exhibits to the report, allowing investors to review the full financial discussion directly from those documents. The company notes that this information is being furnished rather than filed, which affects how it is treated under securities law and limits its incorporation into other regulatory filings.
Carronade Capital has filed a preliminary proxy solicitation against Cannae Holdings (CNNE) and nominated four independent directors to seek board seats. The activist, which beneficially owns approximately 3.19 million shares, is pressing the board for answers on governance and capital return after Cannae sold its stake in Dun & Bradstreet for $632 million. Carronade notes Cannae committed to return at least $300 million of those proceeds via buybacks and has repurchased about $100 million so far, asking whether the remaining $200 million will go to non-insider shareholders or be used to repurchase shares tied to Executive Chairman Bill Foley at a 20% premium. The activist also highlights weak historical shareholder returns and questions Foley’s new director services agreement and recent board changes.
Cannae Holdings, Inc. (CNNE) – Form 4 filing dated 07/01/2025
Director Erika Meinhardt reported a single insider transaction on 06/30/2025. Under the company’s Director Retainer Election Program, she acquired 810 shares of CNNE common stock (Transaction Code A) at an indicated value of $20.85 per share. Following the grant, Meinhardt now holds 135,202 shares directly.
No derivative securities were involved and there were no dispositions. The filing was made individually (not a joint filing) and was signed by attorney-in-fact Carol Nairn on 07/01/2025.
- Nature of acquisition: non-open-market, compensation-related.
- Ownership impact: increases direct holdings by +0.6% (810 ÷ 134,392 prior shares).
- Regulatory note: the transaction complies with Section 16(a) reporting obligations.
Cannae Holdings, Inc. (CNNE) – Form 4 insider filing
Director Hugh R. Harris disclosed the receipt of 780 shares of CNNE common stock on 30 June 2025 at a price of $20.85 per share (approx. $16.3 k total). The shares were issued through the company’s Director Retainer Election Program, indicating the director elected to receive equity compensation in lieu of cash fees. After the grant, Harris directly owns 58,147 shares of CNNE. No derivative transactions were reported.