Welcome to our dedicated page for Federated Hermes SEC filings (Ticker: FHI), 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 Federated Hermes, Inc. (NYSE: FHI) SEC filings page provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Federated Hermes is a Pennsylvania-incorporated global active investment manager, and its filings document material events, financial results and significant agreements affecting the business.
Among the most relevant documents for FHI are its current reports on Form 8-K. Recent 8-K filings include earnings releases reporting quarterly financial and operating results, with details on revenue, operating expenses, nonoperating income, net income and earnings per share. These filings also describe how revenue is derived from money market, equity, fixed-income and alternative/private markets and multi-asset assets, and provide context on assets under management across these categories.
Other 8-Ks cover material definitive agreements and strategic transactions, such as the Sale and Purchase Agreement under which Federated Hermes agreed to acquire an 80% interest in FCP Fund Manager, L.P., a U.S. real estate investment manager. The related filing outlines the structure of the transaction, purchase price components, conditions to closing and governance arrangements, offering insight into how Federated Hermes is expanding its private markets and real estate capabilities.
Federated Hermes also uses 8-K filings to disclose leadership and governance changes, including executive succession at the Federated Advisory Companies and Federated Securities Corp., and changes in board roles. These filings provide formal notice of transitions in key management positions and board composition.
On Stock Titan, FHI filings are updated as they become available from EDGAR. AI-powered tools can help summarize lengthy documents such as earnings releases and transaction-related exhibits, highlighting key figures, asset mix information and major contractual terms. Users can review Forms 10-K and 10-Q for comprehensive annual and quarterly reporting, and Forms 8-K for event-driven updates, while AI-generated insights assist in understanding how developments in assets under management, revenue composition, expenses and strategic deals may shape Federated Hermes’ business profile over time.
FHI filed a Form 144 reporting a proposed sale of 14,000 shares of common stock with an aggregate offering price of
Federated Hermes, Inc. principal accounting officer Richard A. Novak sold 14,000 shares of Class B Common Stock in an open-market transaction on February 17, 2026 at a weighted average price of $55.2532 per share. After this sale, he directly owns 43,500 shares. The sale price reflects 5 separate trades, with individual prices ranging from $55.2405 to $55.32 per share.
Federated Hermes, Inc. filed a Form 13F holdings report listing 3,963 investment positions with a total reported value of $59,855,075,501. The filing aggregates holdings managed by Federated Hermes and seven affiliated investment advisers under Rule 13F-1(b), reflecting shared investment discretion across these entities.
Federated Hermes, Inc. CEO of Federated Hermes Limited, Saker Anwar Nusseibeh, reported open‑market sales of Class B common stock. On February 2, 2026, he sold 4,600 shares at a weighted average price of $53.5653 and another 1,200 shares at a weighted average price of $54.0325.
The 4,600 shares were executed across 38 trades between $52.95 and $53.94, while the 1,200 shares came from 11 trades between $53.95 and $54.12. After these transactions, he directly held 155,778 Class B shares of Federated Hermes, Inc.
Saker Anwar Nusseibeh filed a Rule 144 notice to sell 5,800 common shares through Morgan Stanley Smith Barney on the NYSE, with an aggregate market value of $311,239.60 and an approximate sale date of February 2, 2026.
The filing shows these shares were acquired on March 11, 2022 via restricted stock vesting under a registered plan, with services rendered as consideration. It also discloses prior sales over the past three months of 4,461 and 15,000 common shares, with gross proceeds of $213,447.25 and $728,154.00, respectively.
Federated Hermes, Inc. disclosed that its London-based subsidiary Hermes GPE LLP and Hermes Infrastructure II GP LLP have been sued in the U.K. High Court by Aberdeen City Council as administering authority for the Aberdeen City Council Pension Fund. The case concerns the Fund’s 2019 investment in the Swedish “Ventus Portfolio” of five onshore wind farms.
According to the claimant’s filing, derivative claims on behalf of the Fund’s general partner seek approximately £87 million of alleged diminished value in the Ventus Portfolio (about $120 million), plus other unquantified damages, while direct claims seek about 38.1% of that amount (about $46 million). Federated Hermes and the involved entities deny the allegations, state they believe the claims lack merit, and intend to vigorously defend the case. Based on information currently available, Federated Hermes does not believe the matter will have a material adverse effect on its consolidated financial position, results of operations, or cash flows and has notified its insurers under the applicable policy.
Federated Hermes, Inc. filed a current report to note that it issued an earnings press release for its fourth quarter 2025 results. The company states that this press release, dated January 29, 2026, is attached as Exhibit 99.1 to the report.
The filing also lists an Exhibit 104 cover page interactive data file embedded within the Inline XBRL document. The report is signed on behalf of Federated Hermes, Inc. by Chief Financial Officer Thomas R. Donahue.
Federated Hermes, Inc. has filed a Schedule 13G reporting beneficial ownership of 2,541,863 shares of TTEC Holdings, Inc. common stock, representing 5.24% of the class as of the event date 12/31/2025. Federated Hermes and related reporting persons, including the Voting Shares Irrevocable Trust, Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue, report sole or shared voting and dispositive power over these shares. They state that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of TTEC. The reporting persons also expressly disclaim beneficial ownership of securities held by managed funds.
Federated Hermes, Inc. and related parties have filed a Schedule 13G reporting beneficial ownership of 7,737,166 shares of Ovid Therapeutics Inc. common stock, representing 5.94% of the class as of the 12/31/2025 event date. Federated Hermes and the Voting Shares Irrevocable Trust report sole voting and dispositive power over these shares, while individuals Thomas R. Donahue, Ann C. Donahue, and J. Christopher Donahue report shared voting and dispositive power over the same 7,737,166 shares.
The reporting persons state that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Ovid Therapeutics. Federated Hermes, the trust, and the individual filers expressly disclaim beneficial ownership of securities held by the managed funds referenced in the filing.