Industry ownership intelligence

Asset Management insider conviction

Executive and director activity assessed across 61 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardFinancial Services sectorCompany signalsFiling ledgerData API
53/100

Balanced insider tape

94/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
390
Latest evidence
6 Aug 2026

Capital positioning read

Balanced insider tape

Acquisition and disposal evidence is mixed after low-information compensation and derivative activity is separated out.

Wait for clearer clustering

Evidence in favour

  • 179 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 390 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 06 Aug 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction53Balanced insider tape
Confidence94Deep evidence
Controlled events524directional common-share events
Company breadth61represented companies
Acquisition value$421.5Mnormalized amount
Disposal value$3.2Bnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

9125 May
7601 Jun
7808 Jun
6715 Jun
4722 Jun
13129 Jun
4206 Jul
3013 Jul
2720 Jul
7527 Jul
7703 Aug
010 Aug
AcquisitionsDisposalsScore 53 · Confidence 94

Relative positioning

Industry peer map

Current score with confidence.

Banks - DiversifiedConviction accumulation6981 confidence Insurance - Property & CasualtyAccumulation bias6193 confidence Mortgage FinanceAccumulation bias6077 confidence Insurance BrokersAccumulation bias5991 confidence Banks - RegionalAccumulation bias5894 confidence Insurance - LifeBalanced insider tape5594 confidence Asset ManagementBalanced insider tape5394 confidence Financial ConglomeratesBalanced insider tape5380 confidence Shell CompaniesNo directional read508 confidence Credit ServicesBalanced insider tape4593 confidence Insurance - ReinsuranceDistribution bias3677 confidence Capital MarketsDistribution bias3592 confidence Financial Data & Stock ExchangesDistribution bias3491 confidence Insurance - SpecialtyDistribution bias3388 confidence Insurance - DiversifiedConcentrated distribution3172 confidence

Directional balance

Controlled event mix

34.2%acquisition
Acquisition events
179
Disposal events
345
Net value
-$2.8B

Evidence quality

What the filings represent

Common equity777
Equity compensation50
Options and derivatives27
Other securities54

Decision makers

Role participation

Director341
Other executive155
Large holder136
CEO and chair106
Finance leadership88
Other or unspecified82

Quality controls

Evidence usability

Normalized values
63%
Priced common share
60%
Named insiders
390
Controlled events
524

Auditable evidence

Latest Asset Management filings

Showing 781 to 810 of 908.

STTState Street Corp
FAWCETT, AMELIA C.Director
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
FREDA, WILLIAM CDirector
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
GORDON, SUSAN M.Director
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
HALLIDAY, PATRICIADirector
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
MATHEW, SARADirector
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
MEANEY, WILLIAM LDirector
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
O'SULLIVAN, SEANDirector
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
PORTALATIN, JULIO ADirector
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
PORTER, BRIAN J.Director
AcquisitionCommon equity
Not reportedContext evidence
STTState Street Corp
RHEA, JOHN BDirector
AcquisitionCommon equity
Not reportedContext evidence
BAMBrookfield Asset Management Ltd.
BROOKFIELD, CORP /ON/10% Owner
AcquisitionCommon equity
$1.1MDirectional evidence
ECATBlackRock ESG Capital Allocation Trust
SABA, CAPITAL MANAGEMENT, L.P.10% Owner
DisposalCommon equity
$543.2KDirectional evidence
PFGPrincipal Financial Group Inc
CHEONG, WEE YEEPresident - Asia & Middle East
DisposalCommon equity
$330.9KDirectional evidence
EQHAxa Equitable Holdings Inc
LAMMTENNANT, JOAN MDirector
AcquisitionCommon equity
$290.0KDirectional evidence
VRTSVirtus Investment Partners, Inc.
HOLT, TIMOTHY ADirector
AcquisitionCommon equity
$189.9KDirectional evidence
EQHAxa Equitable Holdings Inc
DACHILLE, DOUGLAS A.Director
AcquisitionCommon equity
$185.0KDirectional evidence
EQHAxa Equitable Holdings Inc
HONDAL, FRANCISDirector
AcquisitionCommon equity
$185.0KDirectional evidence
EQHAxa Equitable Holdings Inc
ISAACS-LOWE, ARLENEDirector
AcquisitionCommon equity
$185.0KDirectional evidence
EQHAxa Equitable Holdings Inc
KAYE, DANIEL GDirector
AcquisitionCommon equity
$185.0KDirectional evidence
EQHAxa Equitable Holdings Inc
MACKAY, CRAIG CDirector
AcquisitionCommon equity
$185.0KDirectional evidence
EQHAxa Equitable Holdings Inc
SCOTT, BERTRAM LDirector
AcquisitionCommon equity
$185.0KDirectional evidence
EQHAxa Equitable Holdings Inc
STANSFIELD, GEORGEDirector
AcquisitionCommon equity
$185.0KDirectional evidence
EQHAxa Equitable Holdings Inc
STONEHILL, CHARLES G.T.Director
AcquisitionCommon equity
$185.0KDirectional evidence
ABAllianceBernstein Holding L.P.
HOLLEY, BRUCE MDirector
AcquisitionOther securities
$170.0KContext evidence
ABAllianceBernstein Holding L.P.
KAYE, DANIEL GDirector
AcquisitionOther securities
$170.0KContext evidence
ABAllianceBernstein Holding L.P.
LAMMTENNANT, JOAN MDirector
AcquisitionOther securities
$170.0KContext evidence
ABAllianceBernstein Holding L.P.
NARAYANDAS, DASDirector
AcquisitionOther securities
$170.0KContext evidence
ABAllianceBernstein Holding L.P.
STONEHILL, CHARLES G.T.Director
AcquisitionOther securities
$170.0KContext evidence
ABAllianceBernstein Holding L.P.
WALTHALL, TODDDirector
AcquisitionOther securities
$170.0KContext evidence
OXSQOxford Square Capital Corp
COHEN, JONATHAN HDirector, Chief Executive Officer
AcquisitionCommon equity
$166.7KDirectional evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

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

Evidence context