AAMI Acadian Asset Management (AAMI) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0001748824
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
171
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $0 priced
What the filings say about AAMI
Insiders, 180 days
-$155.7M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$2.2M
2 notices
Acadian Asset Management insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Acadian Asset Management Inc. insiders sold a net $155.7M of stock across 10 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 3, 2026.
- No other insider sold within 30 days.
- 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PAO Wiater Christina sold about $22.5K of AAMI on Aug 4, 2026; 171 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 45.2% of the 17,636 shares held after it.
- No other insider sold within 30 days.
- 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PAO Wiater Christina sold about $691.0K of AAMI on Aug 3, 2026; 171 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 7040.1% of the 247 shares held after it.
- No other insider sold within 30 days.
- 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PAO Wiater Christina sold about $1.5M of AAMI on Aug 3, 2026; 171 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 1.2% of the 244 shares held after it.
- No other insider sold within 30 days.
- 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: PAO Wiater Christina sold about $264 of AAMI on Aug 3, 2026; 171 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Sep 3, 2025.
- The trade is 32.5% of the 5,843,282 shares held after it.
- No other insider sold within 30 days.
- 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider PAULSON & CO. INC. sold about $146.8M of AAMI on Jun 17, 2026, the largest insider sale at the company on our record; 171 funds added in the latest 13F quarter.10 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$155.7M over 180 days
-$2.2M over 90 days · -$146.8M of it by a 10%+ holder
below 98% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
171 funds bought in last quarter
more than 73% of Financial Services
Revenue
+11.5% year over year
more than 52% of Financial Services
Margin
14.2% net margin
more than 63% of Financial Services
Buybacks
no share repurchases reported
Short interest
5.8% of the float short (float per yahoo 2026-10-26) · 3.8 days to cover · settled 2026-09-30
more than 70% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch AAMI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+98.8%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AAMI: institutional holders (13F)
13F holdings, latest reported quarter
5,843,282 sh
$417.9M
4,486,535 sh
$320.9M
1,526,570 sh
$109.2M
1,376,531 sh
$98.4M
1,308,000 sh
$93.5M
Congress trades in AAMI
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AAMI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
CHRISTINA WIATER
Filed 2026-08-04
$22.5K
Wiater Christina
Filed 2026-08-03
$2.2M
AAMI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
M3Sixty Income and Opportunity Fund
$867.7K position · as of 2026-05-31
5.2%
PGIM Jennison Financial Services Fund
$4.5M position · as of 2026-05-29
3.2%
Impax Small Cap Fund
$25.0M position · as of 2026-06-30
2.6%
Invesco Dorsey Wright Financial Momentum ETF
$1.3M position · as of 2026-07-31
2.1%
Allspring SMID Core ETF
$2.4M position · as of 2026-06-30
2.0%
Invesco S&P Smallcap 600 Pure Growth ETF
$2.3M position · as of 2026-07-31
1.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Kelly Young
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.5M
$10.5M
$1.5M
+146%
+103%
2024
$792.5K
$792.5K
$1.4M
+38%
+77%
2023
$700.0K
$809.9K
$1.2M
+0%
+35%
2022
$700.0K
-$7.0M
$1.3M
+7%
+21%
2021
$12.7M
$24.3M
$1.3M
+33%
+35%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $155.7M sold by insiders over 180 days, 171 funds added last quarter, $2.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
AAMI financials
Revenue growth
+11.5%
XBRL, annual
Net margin
14.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$668.5M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AAMI
| FY Dec 2025 | $563.7M |
| FY Dec 2024 | $505.6M |
| FY Dec 2023 | $426.6M |
| FY Dec 2022 | $417.2M |
| FY Dec 2021 | n/a |
| Jun 2026 | $185.1M |
| Mar 2026 | $167.0M |
| Dec 2025 | $172.2M |
| Sep 2025 | $144.2M |
| Jun 2025 | $127.4M |
| Mar 2025 | $119.9M |
| Dec 2024 | $167.8M |
| Sep 2024 | $123.1M |
At each fiscal year end
Single quarter
Net margin, TTM
+15.2%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AAMI
| FY Dec 2025 | +14.2% |
| FY Dec 2024 | +16.8% |
| FY Dec 2023 | +15.4% |
| FY Dec 2022 | +24.1% |
| FY Dec 2021 | n/a |
| Jun 2026 | +14.7% |
| Mar 2026 | +14.6% |
| Dec 2025 | +20.2% |
| Sep 2025 | +10.5% |
| Jun 2025 | +7.9% |
| Mar 2025 | +16.8% |
| Dec 2024 | +25.3% |
| Sep 2024 | +13.7% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM AAMI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
4.98x
long-term debt only, 2025-12-31 (6 months older than the period end); equity 2023-12-31
Debt to equity AAMI
| FY Dec 2025 | 4.98x |
| FY Dec 2024 | 6.84x |
| FY Dec 2023 | 6.84x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 4.98x |
| Mar 2026 | 4.98x |
| Dec 2025 | 4.98x |
| Sep 2025 | 6.84x |
| Jun 2025 | 6.84x |
| Mar 2025 | 6.84x |
| Dec 2024 | 6.84x |
| Sep 2024 | 6.84x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.17x
TTM operating cash flow over long-term debt only, 2025-12-31 (6 months older than the period end)
Cash flow to debt AAMI
| FY Dec 2025 | -0.01x |
| FY Dec 2024 | 0.20x |
| FY Dec 2023 | 0.25x |
| FY Dec 2022 | 0.42x |
| FY Dec 2021 | -0.03x |
| Jun 2026 | -0.17x |
| Mar 2026 | 0.01x |
| Dec 2025 | -0.01x |
| Sep 2025 | -0.11x |
| Jun 2025 | 0.23x |
| Mar 2025 | 0.17x |
| Dec 2024 | 0.20x |
| Sep 2024 | 0.43x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+1,090%
TTM net income over average of 2022-12-31 and 2023-12-31
Return on equity AAMI
| FY Dec 2025 | +860.2% |
| FY Dec 2024 | +914.0% |
| FY Dec 2023 | +707.5% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +451.7% |
| Jun 2026 | +1,090% |
| Mar 2026 | +905.4% |
| Dec 2025 | +860.2% |
| Sep 2025 | +944.1% |
| Jun 2025 | +963.4% |
| Mar 2025 | +973.1% |
| Dec 2024 | +914.0% |
| Sep 2024 | +702.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+13.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AAMI
| FY Dec 2025 | +11.6% |
| FY Dec 2024 | +12.9% |
| FY Dec 2023 | +11.6% |
| FY Dec 2022 | +16.3% |
| FY Dec 2021 | +79.1% |
| Jun 2026 | +13.3% |
| Mar 2026 | +12.1% |
| Dec 2025 | +11.6% |
| Sep 2025 | +13.4% |
| Jun 2025 | +14.9% |
| Mar 2025 | +14.8% |
| Dec 2024 | +12.9% |
| Sep 2024 | +11.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+105.2%
operating income after a 28.3% effective tax rate, over long-term debt only, 2025-12-31 (6 months older than the period end) plus average of 2022-12-31 and 2023-12-31 minus cash
Return on invested capital AAMI
| FY Dec 2025 | +91.1% |
| FY Dec 2024 | +51.2% |
| FY Dec 2023 | +40.3% |
| FY Dec 2022 | +75.7% |
| FY Dec 2021 | +31.7% |
| Jun 2026 | +105.2% |
| Mar 2026 | +94.9% |
| Dec 2025 | +91.1% |
| Sep 2025 | +56.8% |
| Jun 2025 | +55.1% |
| Mar 2025 | +55.1% |
| Dec 2024 | +51.2% |
| Sep 2024 | +39.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed AAMI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
33.15x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AAMI
| FY Dec 2025 | 21.36x |
| FY Dec 2024 | 11.81x |
| FY Dec 2023 | 12.36x |
| FY Dec 2022 | 8.79x |
| FY Dec 2021 | 2.55x |
| Jun 2026 | 25.36x |
| Mar 2026 | 23.26x |
| Dec 2025 | 21.36x |
| Sep 2025 | 20.41x |
| Jun 2025 | 14.74x |
| Mar 2025 | 10.78x |
| Dec 2024 | 11.81x |
| Sep 2024 | 15.39x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$3.4B
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term debt only, 2025-12-31 (6 months older than the period end), minus cash 2022-09-30
Enterprise value AAMI
| FY Dec 2025 | $1.8B |
| FY Dec 2024 | $1.2B |
| FY Dec 2023 | $968.9M |
| FY Dec 2022 | $1.0B |
| FY Dec 2021 | $2.2B |
| Jun 2026 | $2.6B |
| Mar 2026 | $2.0B |
| Dec 2025 | $1.8B |
| Sep 2025 | $1.9B |
| Jun 2025 | $1.4B |
| Mar 2025 | $1.1B |
| Dec 2024 | $1.2B |
| Sep 2024 | $1.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield AAMI
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.84x
P/E over trailing EPS growth of 18%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing AAMI
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.27x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.01x |
| Jun 2026 | 1.41x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | 0.47x |
| Jun 2025 | 0.34x |
| Mar 2025 | 0.23x |
| Dec 2024 | 0.27x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $563.7M | $505.6M | $426.6M | $417.2M |
| Operating income | $132.1M | $135.5M | $106.0M | $167.9M |
| Net income | $80.0M | $85.0M | $65.8M | $100.6M |
| EPS (diluted) | 2.21 | 2.22 | 1.55 | 2.33 |
| Operating cash flow | -$2.4M | $55.8M | $68.3M | $116.8M |
| Long-term debt | $200.0M | $275.0M | $275.0M | $275.0M |
SEC XBRL, fiscal years, as known on 2026-10-27
AAMI Stock Sonar score 6/7 axes
Find similar shapesCompareAAMI ranks highest on profitability (93rd percentile) and institutional and government (73rd), and lowest on insider conviction (1st), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AAMI filings, in plain words
Are Acadian Asset Management insiders buying or selling AAMI?
In the 180 days to 2026-10-27, Acadian Asset Management insiders were net sellers, a net $155.7M across purchases and sales reported on Form 4, by 3 sellers.
Are there planned insider sales of AAMI?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $2.2M of stock; the latest, by CHRISTINA WIATER, was filed 2026-08-04.
Read the full summary
In the 180 days to 2026-10-27, Acadian Asset Management insiders were net sellers of AAMI, a net $155.7M across purchases and sales reported on Form 4 by 3 sellers. Most of that figure, $146.8M, came from a holder of 10% or more rather than an officer or director. None of the 7 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $2.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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