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SAMG · Silvercrest Asset Management Group Inc.
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SAMG Silvercrest Asset Management (SAMG) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001549966
Quote by TradingView
Activist 13D
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
49
13F, latest reported quarter

What the filings say about SAMG

Insiders, 180 days
+$352.7K net bought
1 buyer
Activist stakes (13D), 180 days
1 filing
Largest: 7.1% of the class

Silvercrest 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, Silvercrest Asset Management Group Inc. insiders bought a net $352.7K of stock across 10 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Equinox Partners Investment Management LLC
BUY
2026-10-23 SECtraded 2026-10-22
3,322
$34.6K
n/a
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Oct 21, 2026.
  • The trade is 0.4% of the 833,799 shares held after it.
  • No other insider bought within 30 days.
  • 49 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Equinox Partners Investment Management LLC bought about $34.6K of SAMG on Oct 22, 2026; 49 funds added in the latest 13F quarter.
Equinox Partners Investment Management LLC
BUY
2026-10-23 SECtraded 2026-10-21
14,744
$152.3K
n/a
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Oct 20, 2026.
  • The trade is 1.8% of the 830,477 shares held after it.
  • No other insider bought within 30 days.
  • 49 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Equinox Partners Investment Management LLC bought about $152.3K of SAMG on Oct 21, 2026; 49 funds added in the latest 13F quarter.
Equinox Partners Investment Management LLC
BUY
2026-10-23 SECtraded 2026-10-20
10,368
$106.2K
n/a
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Oct 15, 2026.
  • The trade is 1.3% of the 815,733 shares held after it.
  • No other insider bought within 30 days.
  • 49 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Equinox Partners Investment Management LLC bought about $106.2K of SAMG on Oct 20, 2026; 49 funds added in the latest 13F quarter.
Equinox Partners Investment Management LLC
BUY
2026-10-23 SECtraded 2026-10-15
5,692
$59.6K
n/a
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 0.7% of the 805,365 shares held after it.
  • No other insider bought within 30 days.
  • 49 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Equinox Partners Investment Management LLC bought about $59.6K of SAMG on Oct 15, 2026; 49 funds added in the latest 13F quarter.
Gray John Allen
Managing Director
BUY
2025-12-01 SEC
1,285
$17.8K
-26.7%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Nov 28, 2025.
  • +12.4% median (+8.0% mean) 90-day return after 3 previous buys.
  • The trade is 3.0% of the 42,895 shares held after it.
  • No other insider bought within 30 days.
  • 49 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Managing Director Gray John Allen bought about $17.8K of SAMG on Dec 1, 2025; 49 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.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$352.7K over 180 days
+$352.7K over 90 days · +$352.7K of it by a 10%+ holder
more than 87% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
49 funds bought in last quarter
below 55% of Financial Services
Revenue
+1.3% year over year
below 69% of Financial Services
Margin
3.9% net margin
below 53% of Financial Services
Buybacks
$1.9M repurchased, FY to 2026-06-30
below 91% of Financial Services
Short interest
4.5% of the float short (float per yahoo 2026-10-26) · 2.4 days to cover · settled 2026-09-30
The situation: each line is one rule over one dataset
Equinox Partners Investment Management LLC disclosed a 5%+ stake (7.1%) in the last six months.
What changed in the last 30 days
Oct 23Insider Equinox Partners Investment Management LLC bought $352.7K (4 trades, Oct 15 to Oct 22)
Sep 30Equinox Partners Investment Management LLC filed a 13D for 7.1%
Sep 30Equinox Partners, L.P. filed a 13D for 7.1%
Sep 30Sean M. Fieler filed a 13D for 7.1%

Watch SAMG

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.
-27.3%12M
-35%-20%-5%+10%2025-102025-122026-022026-042026-062026-08 2025-11-26 · Gray John Allen bought $204.9K2026-10-21 · Equinox Partners Investment Management LLC bought $152.3K2026-10-20 · Equinox Partners Investment Management LLC bought $106.2K2025-11-28 · Gray John Allen bought $76.1K2026-10-15 · Equinox Partners Investment Management LLC bought $59.6K2026-10-22 · Equinox Partners Investment Management LLC bought $34.6K2025-12-01 · Gray John Allen bought $17.8K2026-09-30 · Equinox Partners Investment Management LLC filed a 5%+ stake (7.1%)2026-09-30 · Equinox Partners, L.P. filed a 5%+ stake (7.1%)2026-09-30 · Sean M. Fieler filed a 5%+ stake (7.1%)
Insider buy13D/G stake
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns SAMG: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
960,270 sh
$9.7M
Diamond Hill Capital Management, LLC (Investment Advisor)
361,544 sh
$3.7M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
325,921 sh
$3.3M
VANGUARD CAPITAL MANAGEMENT LLC
312,873 sh
$3.2M
Pacific Ridge Capital Partners, LLC
245,859 sh
$2.5M

Congress trades in SAMG

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)

13D: intends to influence · 13G: passive
Equinox Partners Investment Management LLC
Activist 13D · 2026-09-30
7.1%
Equinox Partners, L.P.
Activist 13D · 2026-09-30
7.1%
Sean M. Fieler
Activist 13D · 2026-09-30
7.1%

SAMG planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

SAMG mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
North Star Micro Cap Fund
$1.2M position · as of 2026-05-31
0.7%
DIAMOND HILL SMALL CAP FUND
$1.8M position · as of 2026-06-30
0.6%
Keeley Gabelli Small Cap Dividend Fund
$1.5M position · as of 2026-06-30
0.5%
ACUITAS US MICROCAP FUND
$434.4K position · as of 2026-06-30
0.4%
TETON Westwood Mighty Mites Fund
$540.9K position · as of 2026-06-30
0.3%
Boston Partners Small Cap Value Fund II
$1.9M position · as of 2026-05-31
0.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
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
$4.0M
$4.7M
$2.1M
+36%
+111%
2024
$4.0M
$11.0M
$2.1M
+82%
+132%
2023
$5.6M
$3.2M
$1.8M
+60%
+112%
2022
$4.0M
$3.8M
$1.5M
+45%
+21%
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
An activist crossed the 5% line with declared intent.
The record shows a net $352.7K bought by insiders over 180 days, 49 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

SAMG financials

Revenue growth
+1.3%
XBRL, annual
Net margin
3.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$125.4M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Free cash flow, TTM
$8.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.02x
long-term debt only, 2018-03-31 (100 months older than the period end); equity 2026-06-30
Cash flow to debt
17.65x
TTM operating cash flow over long-term debt only, 2018-03-31 (100 months older than the period end)
Return on equity
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on assets
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on invested capital
+4.5%
operating income after a 47.8% effective tax rate, over long-term debt only, 2018-03-31 (100 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
n/a
assets or current liabilities not filed
P/E, trailing
92.00x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing EPS growth -88%, PEG needs growth
Price as of 2026-10-23. 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.
2025-122024-122023-122022-12
Revenue$125.3M$123.7M$117.4M$123.2M
Operating income$9.3M$17.6M$18.8M$38.6M
Net income$8.1M$15.7M$15.2M$18.8M
EPS (diluted)0.561.000.961.92
Operating cash flow$18.6M$21.6M$21.0M$23.4M
Cash$44.1M$68.6M$70.3M$77.4M
Buybacks$30.5M$4.6M$5.7M$8.8M
Dividends paid$7.1M$7.4M$7.0M$6.8M
SEC XBRL, fiscal years, as known on 2026-10-28

SAMG Stock Sonar score 5/7 axes

Find similar shapesCompare

SAMG ranks highest on financial health (89th percentile) and insider conviction (72nd), and lowest on growth (31st), among Financial Services peers.

HealthGrowthInsidersInstitutionsRisk
Financial health
89
Inputs
  • Debt to equity0.02x · 81 pct, sector of 181
  • Cash flow to debt17.65x · 96 pct, sector of 141
Growth
31
Inputs
  • Revenue growth, YoY+1.3% · 31 pct, sector of 245
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
72
Inputs
  • Net Form 4 buying (codes P and S), 180d$353K · 87 pct, sector of 161
  • Insider buyers, 180d1 · 57 pct, sector of 165
Institutional and government
45
Inputs
  • Funds adding, latest quarter49 · 45 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
65
Inputs
  • Short interest, % of float+4.5% · 44 pct, sector of 390
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+5.1% · 86 pct, sector of 175
2 not measured: Profitability, US patents
  • Profitability needs 2 of 4 inputs, 1 present: assets or current liabilities not filed; the filed year and its quarters do not reconcile, so the trailing figure is withheld
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 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

SAMG filings, in plain words

Are Silvercrest Asset Management insiders buying or selling SAMG?

In the 180 days to 2026-10-28, Silvercrest Asset Management insiders were net buyers, a net $352.7K across purchases and sales reported on Form 4, by 1 buyer.

Read the full summary

In the 180 days to 2026-10-28, Silvercrest Asset Management insiders were net buyers of SAMG, a net $352.7K across purchases and sales reported on Form 4 by 1 buyer. Most of that figure, $352.7K, came from a holder of 10% or more rather than an officer or director. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 7.1% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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