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Victory Capital Holdings (VCTR) SEC Filings

VCTR NASDAQ

Victory Capital Holdings, Inc. filings document an investment-management issuer with Delaware incorporation, Nasdaq-listed common stock and a business centered on fee-based asset management products. Form 8-K reports include operating and financial results, monthly assets under management and total client assets, and material-event disclosures tied to acquisition strategy and executive compensation arrangements.

Proxy materials cover board governance, shareholder voting matters, executive compensation, equity awards and pay-versus-performance disclosure. The filing record also reflects capital-structure and security disclosures, including common-stock references and performance-based restricted stock awards under the Victory Capital Holdings, Inc. 2018 Equity Plan.

Rhea-AI Summary

Victory Capital Holdings, Inc. (VCTR) is the issuer of the common stock for which Vanguard Portfolio Management reported beneficial ownership of 3,130,194 shares, or 5.08%, as of September 30, 2026. The reporting person reported sole voting power over 24,547 shares and sole dispositive power over 3,130,194 shares; shared voting and dispositive power were both 0. The reported holdings include securities held by Vanguard funds and client accounts over which specified Vanguard entities exercise dispositive or voting power.

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Victory Capital Holdings, Inc. issued 100,000 Preferred Stock shares to Amundi Asset Management S.A.S. (“Amundi AM”) on October 28, 2026, in exchange for 100,000 of Amundi AM’s Common Stock shares under the Shareholder Agreement. Afterward, Amundi AM reported indirect holdings of 20,136,821 Preferred Stock shares and 2,854,924 Common Stock shares. The Shareholder Agreement restricts the Reporting Persons—Amundi AM and Amundi S.A.—from transferring beneficially owned Common Stock or Preferred Stock until April 1, 2028, subject to certain exceptions. The Preferred Stock is not convertible at the holder’s option and converts into Common Stock only after specified types of transfers.

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Victory Capital Holdings, Inc. is the issuer named in a Schedule 13G/A in which BlackRock, Inc. reports beneficial ownership of 6,967,697 shares of Class A stock, or 11.3% of the class. BlackRock reports sole voting power over 6,865,852 shares and sole dispositive power over 6,967,697 shares; shared voting and dispositive power are each 0.

The reported securities are attributed to certain BlackRock business units and exclude securities held by business units whose ownership is disaggregated under the cited SEC release. Spencer Fleming, identified as Managing Director, signed for BlackRock.

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Rhea-AI Summary

Victory Capital Holdings, Inc. (VCTR) agreed to acquire First Eagle from GC Ferry Parent, L.P. for a base purchase price of $7.03 billion, subject to adjustments under the merger agreement. The share consideration has an aggregate value of $2 billion. If stockholders approve the share issuance, Victory common stock valued at $116.26 per share would represent 4.9% of common shares after issuance, with the remaining share consideration in Series B non-voting convertible preferred stock. Under the stated assumptions, the combined issuance is 17,202,821 shares and would represent 17.4% of Victory capital stock after issuance.

Stockholders will vote on the share issuance and possible adjournment on November 17, 2026; the board unanimously recommends both proposals. Approval is required for the proposed share issuance but is not a condition to closing the acquisition. If approval fails and the acquisition closes, part of the share consideration would instead be newly issued perpetual preferred stock. Closing is expected by the end of the first quarter of 2027, subject to regulatory, client-consent and other conditions.

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Victory Capital Holdings, Inc. director Mary M. Jackson acquired 259 shares of Common Stock on October 12, 2026. The company elected to issue the shares instead of paying $28,750 in quarterly director fees; the $110.95 per-share price was based on the closing price that day. Jackson directly held 7,663 shares following the transaction. No Rule 10b5-1 plan is reported.

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Victory Capital Holdings, Inc. (VCTR) director Richard M. DeMartini acquired 326 shares of common stock on October 12, 2026, at a reported price of $110.95 per share, based on that day’s closing price. The shares were issued in lieu of director fees. His direct holdings after the award were 274,389 shares. He also reported 27,841 shares held by his spouse and 645,184 shares held by The DeMartini 2018 Childrens Trust. DeMartini has investment control over the trust shares and disclaims beneficial ownership except to the extent of his pecuniary interest.

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Victory Capital Holdings, Inc. (VCTR) director Lawrence Davanzo acquired 259 shares of common stock on October 12, 2026, issued at the company's election in lieu of quarterly director fees payable in cash of $28,750. The price was $110.9500 per share, based on the closing price that day. Davanzo's directly held common shares totaled 1,846 after the acquisition. A separate holding entry lists 190,812 shares held by the Lawrence E. Davanzo and Christine Davanzo Revocable Trust; Davanzo is trustee and disclaims beneficial ownership except to the extent of his pecuniary interest.

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Victory Capital Holdings, Inc. director Alan Rappaport received 597 shares of Common Stock on October 12, 2026, at $110.95 per share in lieu of director fees, bringing his direct holdings to 157,401 shares. Separately, ADR Partners held 298,861 shares; the entity is controlled by Mr. Rappaport, who disclaims beneficial ownership except to the extent of his pecuniary interest.

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Victory Capital Holdings, Inc. director Karin Hirtler-Garvey acquired 259 shares of Common Stock on October 12, 2026. At the company’s election, the shares were issued in lieu of quarterly director fees payable in cash in the amount of $28,750; the reported price of $110.95 per share was based on the closing price that day. Her directly held position following the acquisition was 42,119 shares.

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Crestview Partners II GP, L.P. reported acquisition or exercise transactions in this Form 4 filing. Victory Capital Holdings, Inc. issued 259 shares of common stock to director Robert V. Delaney Jr. under its 2018 Stock Incentive Plan in lieu of quarterly director fees payable in cash of $28,750. The reported $110.95 per-share price was based on the October 12, 2026 closing price. Delaney assigned all rights, title and interest in the shares to Crestview Advisors, L.L.C.

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FAQ

How many Victory Capital Holdings (VCTR) SEC filings are available on StockTitan?

StockTitan tracks 120 SEC filings for Victory Capital Holdings (VCTR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Victory Capital Holdings (VCTR)?

The most recent SEC filing for Victory Capital Holdings (VCTR) was filed on October 30, 2026.