Company insider dossier

Federated Investors Inc B insider intelligence

FHI filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

Terminal chart Weekly report Factor intelligence Financial Services Asset Management Data API
13/100

Concentrated distribution

87/100 confidence
Exchange
NYSE
Sector
Financial Services
Industry
Asset Management
Latest evidence
20 Aug 2026

Investment committee read

Concentrated distribution

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Review exposure and filing context

Evidence in favour

  • Participation spans 9 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction13Concentrated distribution
Confidence87Deep evidence
Named insiders9participating in the tape
Controlled events10directional common-share events
Acquisition value$0normalized amount
Disposal value$2.3Mnormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

64.4157.2150.0242.8235.62 Disposal · 20 Aug 2026 · $315.9KDisposal · 4 Aug 2026 · $410.8KDisposal · 4 Aug 2026 · $40.8KDisposal · 23 Jun 2026 · $100.3KDisposal · 16 Jun 2026 · $360.5KDisposal · 8 Jun 2026 · $513.2KDisposal · 26 May 2026 · $56.5KDisposal · 26 May 2026 · $22.6KDisposal · 18 May 2026 · Not reportedDisposal · 15 May 2026 · $271.5KDisposal · 7 May 2026 · $216.8KAcquisition · 4 May 2026 · Not reportedAcquisition · 4 May 2026 · Not reportedAcquisition · 1 May 2026 · Not reportedAcquisition · 1 May 2026 · Not reportedAcquisition · 1 May 2026 · Not reported
Mar 2025Sep 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
59.57 USD
One-week move
-4.5%
Four-week move
-7.1%
Fair-value gap
+41.0%
Trend signal
Active
Relative strength
-0.2

Directional balance

Controlled event mix

0.0%acquisition
Acquisition events
0
Disposal events
10
Net value
-$2.3M

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

029 Jun
006 Jul
013 Jul
020 Jul
027 Jul
203 Aug
010 Aug
117 Aug
024 Aug
031 Aug
007 Sep
014 Sep

Named participants

Insider conviction by person

BARTOLACCI, JOSEPH CDirector500 events
DONAHUE, THOMAS RDirector, VP, CFO & Treasurer500 events
HANLON, KARENDirector500 events
JONES, MARIE MILIEDirector500 events
VAN, METER STEPHENVP, Chief Compliance Officer281 events
BURKE, BRYAN MVice President281 events
UHLMAN, PAUL AVice President252 events
GERMAIN, PETER JEVP, CLO & Sec.223 events
NUSSEIBEH, SAKER ANWARCEO, Federated Hermes Limited223 events

Evidence quality

Security and transaction context

Common equity16
Equity compensation0
Options and derivatives0
Other securities0

Role architecture

Who is participating

Other executive6
CEO and chair3
Director3
Other or unspecified3
Finance leadership1

Transaction evidence

Auditable FHI filing ledger

Showing 1 to 16 of 16.

GERMAIN, PETER JEVP, CLO & Sec.
DisposalCommon equity
5000 sharesClass B Common Stock
$315.9KDirectional evidence
NUSSEIBEH, SAKER ANWARCEO, Federated Hermes Limited
DisposalCommon equity
6400 sharesClass B Common Stock
$410.8KDirectional evidence
NUSSEIBEH, SAKER ANWARCEO, Federated Hermes Limited
DisposalCommon equity
630 sharesClass B Common Stock
$40.8KDirectional evidence
VAN, METER STEPHENVP, Chief Compliance Officer
DisposalCommon equity
1682 sharesClass B Common Stock
$100.3KDirectional evidence
UHLMAN, PAUL AVice President
DisposalCommon equity
6145 sharesClass B Common Stock
$360.5KDirectional evidence
NUSSEIBEH, SAKER ANWARCEO, Federated Hermes Limited
DisposalCommon equity
8950 sharesClass B Common Stock
$513.2KDirectional evidence
UHLMAN, PAUL AVice President
DisposalCommon equity
1021 sharesClass B Common Stock
$56.5KDirectional evidence
GERMAIN, PETER JEVP, CLO & Sec.
DisposalCommon equity
409 sharesClass B Common Stock
$22.6KDirectional evidence
DONAHUE, THOMAS RDirector, VP, CFO & Treasurer
DisposalCommon equity
31200 sharesClass B Common Stock
Not reportedContext evidence
GERMAIN, PETER JEVP, CLO & Sec.
DisposalCommon equity
5000 sharesClass B Common Stock
$271.5KDirectional evidence
BURKE, BRYAN MVice President
DisposalCommon equity
4000 sharesClass B Common Stock
$216.8KDirectional evidence
BURKE, BRYAN MVice President
AcquisitionCommon equity
35000 sharesClass B Common Stock
Not reportedContext evidence
UHLMAN, PAUL AVice President
AcquisitionCommon equity
40000 sharesClass B Common Stock
Not reportedContext evidence
BARTOLACCI, JOSEPH CDirector
AcquisitionCommon equity
2000 sharesClass B Common Stock
Not reportedContext evidence
HANLON, KARENDirector
AcquisitionCommon equity
2000 sharesClass B Common Stock
Not reportedContext evidence
JONES, MARIE MILIEDirector
AcquisitionCommon equity
2000 sharesClass B Common Stock
Not reportedContext evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context