WAVEMAN · COMPANY

SAMG · Silvercrest Asset Management Group Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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SAMG

Name: Silvercrest Asset Management Group Inc. (SAMG) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Silvercrest Asset Management Group Inc.

FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0001549966

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+1.3%

XBRL, annual

NET MARGIN

3.9%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

50 funds added or opened last quarter

below 54% of Financial Services

REVENUE

+1.3% year over year

below 67% of Financial Services

MARGIN

3.9% net margin

below 52% of Financial Services

BUYBACKS

$1.9M repurchased, FY to 2026-06-30

below 90% of Financial Services

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

50 funds added or opened positions in the latest 13F quarter, of 101 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -34.3%

-34.3%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 50 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Silvercrest Asset Management Group Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Gray John Allen

Managing Director

BUY

2025-12-01

1,285.0

$17.8K

Gray John Allen

Managing Director

BUY

2025-11-28

5,500.0

$76.1K

Gray John Allen

Managing Director

BUY

2025-11-26

15,000.0

$204.9K

Long Path Holdings LLC

—

BUY

2024-04-30

5,112.0

$76.9K

Long Path Partners LP

—

BUY

2024-04-30

5,112.0

$76.9K

6 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 1 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

960,270.0 sh

$9.7M

Diamond Hill Capital Management, LLC (Investment Advisor)

361,544.0 sh

$3.7M

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

325,921.0 sh

$3.3M

VANGUARD CAPITAL MANAGEMENT LLC

312,873.0 sh

$3.2M

Pacific Ridge Capital Partners, LLC

245,859.0 sh

$2.5M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

North Star Micro Cap Fund

$1.7M POSITION · AS OF 2026-02-28

0.9%

Keeley Gabelli Small Cap Dividend Fund

$2.0M POSITION · AS OF 2026-03-31

0.8%

DIAMOND HILL SMALL CAP FUND

$1.5M POSITION · AS OF 2026-03-31

0.7%

Royce Micro-Cap Fund

$1.4M POSITION · AS OF 2026-03-31

0.4%

Royce Capital Fund - Micro-Cap Portfolio

$443.9K POSITION · AS OF 2026-03-31

0.4%

TETON Westwood Mighty Mites Fund

$719.0K POSITION · AS OF 2026-03-31

0.4%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs 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) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
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)	0.56	1.00	0.96	1.92
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-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE