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.
Thomas R. Donahue, identified as a Director and as VP, CFO & Treasurer of Federated Hermes, Inc. (FHI), reported a transaction on 08/28/2025 disposing of 25,525 Class B common shares (Transaction Code G). After the reported disposition the filing shows 574,948 Class B shares beneficially owned directly, plus multiple indirect holdings through trusts, partnerships and plans that together list specific amounts (for example, 421,690 via MaxFund Partners, L.P., 27,544 and 37,544 via related grantor trusts). The form was signed by an attorney-in-fact, John D. Martini, and references a Power of Attorney dated August 30, 2022.
Federated Hermes filed a Form 13F reporting the scope of assets it and affiliated advisers disclose managing. The filing lists 4,129 reported holdings entries with a total disclosed market value of $53,114,491,069. The report identifies seven other included managers and describes which affiliated advisers exercise investment discretion for portions of the portfolio, providing transparency into the firm’s structure and the scale of its publicly reported positions.