Victory Capital Holdings, Inc. (VCTR)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-04-14

Key Insights

  • The reporting person, Crestview Partners II GP, L.P., has acquired 424 shares of common stock in Victory Capital Holdings, Inc. (VCTR) as part of a director compensation arrangement, increasing its beneficial ownership to over 4 million shares.
  • The filing also discloses indirect ownership of VCTR shares by Crestview Victory, L.P. and Crestview Advisors, L.L.C., indicating a significant institutional holding in the company.
  • Robert V. Delaney Jr., a director of VCTR, has assigned his rights to the newly acquired shares to Crestview Advisors, L.L.C., further consolidating the Crestview group's position in the company.
Insider Trading Filed: 2026-04-14

Key Insights

  • The reporting person, Mary M. Jackson, acquired 424 shares of the company's common stock on April 10, 2026 at a price of $67.79 per share, increasing her direct beneficial ownership to 7,093 shares.
  • The shares were acquired by Ms. Jackson in lieu of quarterly director fees payable in cash, indicating her continued commitment to the company as a director.
  • Insider transactions, such as this acquisition of shares by a director, can provide insights into management's confidence in the company's prospects and future performance.
Insider Trading Filed: 2026-04-14

Key Insights

  • The reporting person, Richard M. DeMartini, has acquired 534 shares of Victory Capital Holdings, Inc. (VCTR) common stock through a combination of director fee payments and a family trust distribution.
  • DeMartini now holds a total of 273,671 shares directly and an additional 600,642 shares indirectly through his spouse and a family trust, indicating significant insider ownership.
  • The acquisition of shares through director fee payments and a family trust distribution suggests DeMartini's confidence in the company's long-term prospects and alignment with shareholder interests.
Insider Trading Filed: 2026-04-14

Key Insights

  • Lawrence Davanzo, a director of Victory Capital Holdings, Inc., acquired 424 shares of the company's common stock on April 10, 2026 in lieu of quarterly director fees payable in cash.
  • Davanzo holds an additional 190,812 shares of Victory Capital indirectly through the Lawrence E. Davanzo and Christine Davanzo Revocable Trust, of which he is the trustee.
  • The acquisition of additional shares by a director suggests a positive view of the company's prospects and potential alignment of interests between management and shareholders.
Insider Trading Filed: 2026-04-14

Key Insights

  • The reporting person, Alan Rappaport, acquired 977 shares of Victory Capital Holdings, Inc. (VCTR) common stock at $67.79 per share, likely as compensation for his director and committee service.
  • Rappaport holds a significant indirect beneficial ownership of 298,861 VCTR shares through ADR Partners, which he controls, in addition to his direct ownership of 156,086 shares.
  • The reported transaction appears to be routine compensation for Rappaport's board and committee service, rather than an opportunistic open-market purchase or sale.
Insider Trading Filed: 2026-04-14

Key Insights

  • The reporting person, Karin Hirtler-Garvey, acquired 424 shares of common stock in Victory Capital Holdings, Inc. (VCTR) at $67.79 per share as part of her director compensation.
  • This transaction represents a direct ownership increase of 424 shares, bringing Hirtler-Garvey's total direct ownership to 41,549 shares.
  • The acquisition of shares by a director may signal their confidence in the company's outlook and could be viewed positively by investors.
Current Report Filed: 2026-04-13

Key Insights

  • Victory Capital Holdings reported its assets under management (AUM) as of March 31, 2026, providing investors with updated information on the firm's assets and potential revenue streams.
  • The company did not disclose any additional details about its financial performance or provide any forward-looking guidance in this 8-K filing.
  • Investors will need to wait for the company's next quarterly or annual report to get a more comprehensive update on Victory Capital's business and financial condition.
Current Report Filed: 2026-03-24

Key Insights

  • Victory Capital has withdrawn its previously announced proposal to acquire Janus Henderson Group plc, indicating a change in strategic direction or potential challenges in the proposed acquisition.
  • The withdrawal of the acquisition proposal may impact Victory Capital's growth plans and future financial performance, as the company had likely expected synergies and increased scale from the acquisition.
  • Investors should closely monitor any further updates from the company regarding its long-term strategy and any alternative growth initiatives it may pursue in the wake of the withdrawn acquisition.
Insider Trading Filed: 2026-01-14

Key Insights

  • Crestview Partners II GP, L.P. has increased its beneficial ownership in Victory Capital Holdings, Inc. (VCTR) by acquiring an additional 417 shares of common stock, likely to maintain their significant stake in the company.
  • The report shows that Crestview Advisors, L.L.C. and Crestview Victory, L.P. also hold substantial indirect ownership in VCTR, indicating the Crestview group has a strong interest and influence in the company.
  • Insider transactions, such as the director fee payment in VCTR stock to Robert V. Delaney Jr., provide insight into the company's compensation practices and the alignment of interests between management and shareholders.
Insider Trading Filed: 2026-01-14

Key Insights

  • Karin Hirtler-Garvey, a director of Victory Capital Holdings, Inc. (VCTR), acquired 417 shares of the company's common stock at $68.93 per share, increasing her direct beneficial ownership to 41,125 shares.
  • The acquisition of shares by a director could signal their confidence in the company's future performance and may be viewed positively by investors.
  • The transaction was executed as part of the company's policy to pay director fees in the form of stock, aligning the interests of directors with shareholders.
Insider Trading Filed: 2026-01-14

Key Insights

  • Lawrence Davanzo, a director of Victory Capital Holdings, Inc. (VCTR), acquired 417 shares of the company's common stock at $68.93 per share, increasing his direct ownership to 852 shares.
  • Davanzo also holds an indirect beneficial ownership of 190,812 shares through the Lawrence E. Davanzo and Christine Davanzo Revocable Trust, of which he is the trustee.
  • The share acquisition was made in lieu of quarterly director fees payable in cash, indicating Davanzo's confidence in the company's prospects.
Insider Trading Filed: 2026-01-14

Key Insights

  • Mary M. Jackson, a director of Victory Capital Holdings, Inc. (VCTR), acquired 417 shares of the company's common stock at $68.93 per share as part of her director compensation.
  • This transaction increases Jackson's direct beneficial ownership of VCTR shares to 6,669, indicating her continued commitment and alignment with the company's long-term success.
  • The issuance of shares in lieu of cash compensation suggests VCTR's focus on preserving cash and aligning director interests with shareholders.
Insider Trading Filed: 2026-01-14

Key Insights

  • Mr. DeMartini, a director of Victory Capital Holdings, Inc. (VCTR), acquired 525 shares of the company's common stock on January 12, 2026, likely through a combination of cash director fees and equity-based compensation.
  • The reporting person also holds an indirect beneficial ownership of 27,841 shares through his spouse's trust, as well as an additional 572,801 shares through an undisclosed investment entity.
  • The acquisition of shares by a director suggests a positive sentiment towards the company's prospects, as insiders often have superior information about the business.
Insider Trading Filed: 2026-01-14

Key Insights

  • The director Alan Rappaport acquired 961 shares of Victory Capital Holdings' common stock through a combination of cash payments and equity compensation, increasing his direct ownership to 155,109 shares.
  • Rappaport also holds an indirect beneficial ownership of 298,861 shares through his control of ADR Partners, suggesting a significant ownership stake in the company.
  • The share acquisition and ownership structure indicate Rappaport's continued commitment and alignment with Victory Capital Holdings' long-term success.
Current Report Filed: 2026-01-13

Key Insights

  • Victory Capital Holdings reported its assets under management (AUM) as of December 31, 2025, providing investors with an update on the company's business performance.
  • The press release indicates that the company's AUM figure is a key metric for investors to track, as it reflects the scale and growth of the asset management business.
  • Investors will likely focus on any changes in AUM compared to previous reporting periods, as this can signal trends in the company's ability to attract and retain client assets.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.