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Victory Capital Holdings, Inc. submitted an initial insider ownership report for Nicolas Calcoen, identifying him as a member of the company’s board of directors. The report shows no listed equity holdings or transactions in Victory Capital securities and notes a Power of Attorney for SEC reporting matters.
Victory Capital Holdings, Inc. announced a change in its Board of Directors. Dominique Carrel-Billiard resigned as director effective July 23, 2026, due to his departure from Amundi; the company states his resignation was not related to any disagreement regarding operations, policies, or practices.
The Board appointed Nicolas Calcoen, Deputy Chief Executive Officer and Head of Strategy, Finance and Control at Amundi, as a Class III director effective July 23, 2026, with a term expiring at the 2027 Annual Meeting of Stockholders. He has waived any compensation for serving as a non-employee director, entered into a standard indemnification agreement, and has no related party transactions requiring disclosure. Victory Capital is described as a diversified global asset manager with $346.1 billion in total client assets as of June 30, 2026.
DEMARTINI RICHARD M reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. director Richard M. DeMartini received a grant of 392 shares of common stock on July 10, 2026 at $92.24 per share, issued in lieu of cash director fees of $28,750, $5,000 and $2,500. After this award he held 274,063 shares directly, plus 645,184 shares indirectly through The DeMartini 2018 Childrens Trust (where he has investment control but disclaims beneficial ownership beyond his pecuniary interest) and 27,841 shares indirectly through his spouse. The reported entries other than the grant reflect holdings rather than open-market trades.
Davanzo Lawrence reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Lawrence Davanzo received a grant of 311 shares of common stock on July 10, 2026, as quarterly board fees paid in stock instead of $28,750 cash, valued using the $92.24 closing price per share. After this award he holds 1,587 shares directly. A revocable trust for Lawrence and Christine Davanzo, where he serves as trustee, holds 190,812 shares; he disclaims beneficial ownership of those trust shares except for his pecuniary interest.
Rappaport Alan reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. director Alan Rappaport received an equity award of 718 shares of Common Stock on July 10, 2026 at $92.24 per share. The shares were issued in lieu of various cash director fees. After this award he holds 156,804 shares directly and 298,861 shares indirectly through ADR Partners, which he controls and for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
Jackson Mary M. reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Mary M. Jackson received a grant of 311 shares of Common Stock on July 10, 2026. The shares were issued at the company’s election in lieu of $28,750 in quarterly director fees, using the $92.24 closing share price on that date.
After this stock-based fee payment, Jackson directly holds 7,404 shares of Victory Capital Holdings Common Stock.
Hirtler-Garvey Karin reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings director Karin Hirtler-Garvey received a grant of 311 shares of Common Stock on July 10, 2026. According to the company, these shares were issued in lieu of $28,750 in quarterly director cash fees, using the $92.24 closing share price for valuation. Following this award, she holds 41,860 shares directly.
Victory Capital Holdings, Inc. Executive Vice President Thomas Michael Sipp had 5,625 shares of common stock withheld by the company on June 15, 2026 to cover withholding taxes on restricted shares granted on June 15, 2025. The shares were settled at $85.97 per share, leaving him with 97,823 shares held directly. This was an issuer tax-withholding disposition rather than an open-market trade.
Crestview Partners II GP, L.P. reported acquisition or exercise transactions in this Form 4 filing.
Victory Capital Holdings, Inc. reported an insider compensation transaction involving director Robert V. Delaney Jr. On July 10, 2026, 311 shares of common stock were issued under the 2018 Stock Incentive Plan in lieu of $28,750 in quarterly director fees, valued using the $92.24 closing share price.
Delaney assigned all rights in these shares to Crestview Advisors, L.L.C. After the award, 1,996,158 shares were reported as held indirectly through Crestview-affiliated entities, and additional indirect holdings of 2,420 and 491,682 shares exist through Delaney family LLCs, with each reporting person disclaiming beneficial ownership beyond its pecuniary interest.
Victory Capital Holdings, Inc. reported updated asset levels as of June 30, 2026. The company reported Total Assets Under Management (AUM) of $342.4 billion, Other Assets of $3.6 billion, and Total Client Assets of $346.1 billion. For the month of June, average Total AUM was $340.1 billion, average Other Assets were $3.6 billion, and average Total Client Assets were $343.7 billion. For the second quarter of 2026, long-term AUM net inflows were $4.2 billion.
Within Total Client Assets by asset class as of June 30, 2026, Solutions were $105.6 billion, Fixed Income $83.4 billion, U.S. Large Cap Equity $66.4 billion, Global / Non-U.S. Equity $37.4 billion, U.S. Mid Cap Equity $31.3 billion, U.S. Small Cap Equity $11.3 billion, and Alternative Investments $3.4 billion, with Money Market / Short Term Assets of $3.6 billion. By vehicle, Mutual Funds held $180.7 billion, Separate Accounts and Other Pooled Vehicles $142.6 billion, and ETFs $19.2 billion. By region, U.S. client assets were $283.5 billion and Non-U.S. client assets were $62.6 billion.
The company plans to release second-quarter 2026 financial results after market close on August 5, 2026, and will host a conference call on August 6, 2026 at 8:00 a.m. ET to discuss those results.