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
52/100

Balanced insider tape

94/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
369
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

  • 156 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 369 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.
Conviction52Balanced insider tape
Confidence94Deep evidence
Controlled events485directional common-share events
Company breadth61represented companies
Acquisition value$230.9Mnormalized 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 52 · Confidence 94

Relative positioning

Industry peer map

Current score with confidence.

Banks - DiversifiedConviction accumulation7181 confidence Insurance - Property & CasualtyAccumulation bias6393 confidence Mortgage FinanceAccumulation bias6177 confidence Insurance BrokersAccumulation bias6091 confidence Banks - RegionalAccumulation bias5894 confidence Insurance - LifeBalanced insider tape5594 confidence Financial ConglomeratesBalanced insider tape5380 confidence Asset ManagementBalanced insider tape5294 confidence Shell CompaniesNo directional read508 confidence Credit ServicesBalanced insider tape4593 confidence Insurance - SpecialtyDistribution bias3689 confidence Insurance - ReinsuranceDistribution bias3677 confidence Capital MarketsDistribution bias3592 confidence Financial Data & Stock ExchangesConcentrated distribution3091 confidence Insurance - DiversifiedConcentrated distribution2876 confidence

Directional balance

Controlled event mix

32.2%acquisition
Acquisition events
156
Disposal events
329
Net value
-$3.0B

Evidence quality

What the filings represent

Common equity726
Equity compensation49
Options and derivatives25
Other securities54

Decision makers

Role participation

Director316
Other executive142
Large holder133
CEO and chair102
Finance leadership85
Other or unspecified76

Quality controls

Evidence usability

Normalized values
63%
Priced common share
59%
Named insiders
369
Controlled events
485

Auditable evidence

Latest Asset Management filings

Showing 841 to 854 of 854.

GAINGladstone Investment Corporation
RITCHIE, TAYLORChief Financial Officer
AcquisitionCommon equity
$2.6KDirectional evidence
GAINGladstone Investment Corporation
RITCHIE, TAYLORChief Financial Officer
AcquisitionCommon equity
$2.5KDirectional evidence
EQHAxa Equitable Holdings Inc
PEARSON, MARKDirector, President and CEO
DisposalOptions and derivatives
Not reportedContext evidence
FHIFederated Investors Inc B
DONAHUE, THOMAS RDirector, VP, CFO & Treasurer
DisposalCommon equity
Not reportedContext evidence
GCMGGCM Grosvenor Inc
SULLIVAN, KATHLEEN PATRICIAPrincipal Accounting Officer
DisposalCommon equity
Not reportedContext evidence
MAINMain Street Capital Corporation
FOSTER, VINCENT DDirector
DisposalCommon equity
Not reportedContext evidence
MAINMain Street Capital Corporation
FOSTER, VINCENT DDirector
AcquisitionCommon equity
Not reportedContext evidence
EQHAxa Equitable Holdings Inc
PEARSON, MARKDirector, President and CEO
DisposalCommon equity
$1.7MDirectional evidence
EQHAxa Equitable Holdings Inc
PEARSON, MARKDirector, President and CEO
AcquisitionCommon equity
$630.5KDirectional evidence
VINPVinci Partners Investments Ltd
LOVISOTTO, FERNANDOHead of Global IP&S
DisposalCommon equity
$35.9KDirectional evidence
VINPVinci Partners Investments Ltd
RIBEIRO, SERGIO PASSOSChief Financial Officer
DisposalCommon equity
$12.9KDirectional evidence
CCAPCrescent Capital BDC Inc
LOMBARD, GERHARDChief Financial Officer
AcquisitionOther securities
$11.1KContext evidence
WHGWestwood Holdings Group Inc
BYRNE, SUSAN MDirector Emerita
DisposalCommon equity
$10.5KDirectional evidence
GAINGladstone Investment Corporation
RITCHIE, TAYLORChief Financial Officer
AcquisitionCommon equity
$2.4KDirectional 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