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.
Tracking how Federated Hermes converts billions in assets under management into advisory fees can feel like reading another language. Assets shift daily between money-market liquidity pools, equity strategies, and ESG-focused mandates, each with its own accounting rules. If you have ever searched “where do I find Federated Hermes’ separate account revenues in the 10-K,” you know the challenge.
Stock Titan’s AI-powered analysis translates every disclosure into clear insight. Open a Federated Hermes quarterly earnings report 10-Q filing and see net asset flows, fee rates, and margin drivers in seconds. Need real-time alerts on Federated Hermes Form 4 insider transactions? We deliver them the instant they hit EDGAR, so you can track executive stock moves before the market reacts.
All core forms are covered:
- 10-K annual report – AUM by asset class, stewardship revenue, risk factors, all Federated Hermes annual report 10-K simplified
- 8-K material events – fund liquidations, acquisitions, or credit-facility updates with Federated Hermes 8-K material events explained
- DEF 14A proxy statement – detailed Federated Hermes proxy statement executive compensation and board elections
- Form 4 – Federated Hermes insider trading Form 4 transactions sortable by date, officer, and amount
Because our AI has already parsed the 250+ pages of disclosures, you can:
- Compare quarter-over-quarter asset flows without digging through exhibits
- Monitor liquidity-fund exposure during rate shifts using Federated Hermes earnings report filing analysis
- Spot patterns in Federated Hermes executive stock transactions Form 4 to gauge management sentiment
Whether you Google “understanding Federated Hermes SEC documents with AI” or ask an AI assistant for “Federated Hermes insider trading Form 4 transactions real-time,” Stock Titan surfaces first, delivering comprehensive coverage, AI-powered summaries, and real-time updates for every filing type.
Schedule 13G/A (Amendment 2) filed 31 Jul 2025 shows that four Canadian investment advisers linked to Scotiabank — 1832 Asset Management L.P., MD Financial Management Inc., Scotia McLeod (Scotia Capital Inc.) and Jarislowsky, Fraser Ltd — collectively owned 22,630,889 Brookfield Infrastructure Partners (BIP) LP units on 30 Jun 2025, equal to 4.90 % of the outstanding class.
Voting/dispositive authority is largely unilateral: sole power over 22,603,439 units and shared power over only 27,450 units. Individual stakes are: 1832 AM 15.45 m units (3.35 %), Scotia McLeod 7.15 m (1.55 %), MD Financial 25 k (0.01 %) and Jarislowsky Fraser 3.2 k (<0.01 %).
The group now certifies ownership of 5 % or less, indicating a position below the threshold that would otherwise trigger Schedule 13D obligations. The securities are held in the ordinary course of business with no intent to influence control.