Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Victory Capital Holdings, Inc.VCTR · Entity 3710 | President Investment Franchise | August 13, 2026 | August 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Victory Capital Holdings, Inc.
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 317,624 |
Ending reported balance
After 2026-08-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-13 · Exercise / conversion · Acquired 16,390 · Balance 324,076 F1: Acquisition of Common Stock upon settlement of performance-based restricted stock. Each performance-based restricted stock represents a right to receive one share of Common Stock. Row 2 · 2026-08-13 · Tax withholding · Disposed 6,452 · Balance 317,624 F2: Represents shares of Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of performance-based restricted stock based on the closing price of the Company's shares on August 13, 2026. |
| Performance-based Restricted StockSEC Table II · derivative / convertible security | Direct | 32,781 |
Reported balance
After 2026-08-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-13 · Exercise / conversion · Disposed 16,390 · Balance 32,781 F3: As disclosed on a Form 8-K filed on March 16, 2026, performance-based shares of restricted stock (the "Performance Shares") were granted to the Reporting Person on March 15, 2026, pursuant to the, Amended and Restated Victory Capital Holdings, Inc. 2018 Equity Plan, with vesting tied to four significant stock price performance hurdles. Each Performance Share represents a contingent right to receive one share of Victory Capital Holdings, Inc., Common Stock. F4: Each performance-based restricted stock represents a contingent right to receive one share of Common Stock. F1: Acquisition of Common Stock upon settlement of performance-based restricted stock. Each performance-based restricted stock represents a right to receive one share of Common Stock. F5: Performance Shares vested on August 13, 2026 following approval by the Compensation Committee of the Board of Directors of the Issuer of the achievement of the second stock price performance hurdle. F6: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of Common Stock upon settlement of performance-based restricted stock. Each performance-based restricted stock represents a right to receive one share of Common Stock.
F2: Represents shares of Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of performance-based restricted stock based on the closing price of the Company's shares on August 13, 2026.
F3: As disclosed on a Form 8-K filed on March 16, 2026, performance-based shares of restricted stock (the "Performance Shares") were granted to the Reporting Person on March 15, 2026, pursuant to the, Amended and Restated Victory Capital Holdings, Inc. 2018 Equity Plan, with vesting tied to four significant stock price performance hurdles. Each Performance Share represents a contingent right to receive one share of Victory Capital Holdings, Inc., Common Stock.
F4: Each performance-based restricted stock represents a contingent right to receive one share of Common Stock.
F5: Performance Shares vested on August 13, 2026 following approval by the Compensation Committee of the Board of Directors of the Issuer of the achievement of the second stock price performance hurdle.
F6: Not applicable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 17, 2026 21:04 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Exercise / conversionPerformance-based Restricted Stock · Derivative | 16,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-354273 · ownership.xml · derivative · entry 3 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,781 Underlying: Common Stock · 16,390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: As disclosed on a Form 8-K filed on March 16, 2026, performance-based shares of restricted stock (the "Performance Shares") were granted to the Reporting Person on March 15, 2026, pursuant to the, Amended and Restated Victory Capital Holdings, Inc. 2018 Equity Plan, with vesting tied to four significant stock price performance hurdles. Each Performance Share represents a contingent right to receive one share of Victory Capital Holdings, Inc., Common Stock. F4 · derivative.exercise_price: Each performance-based restricted stock represents a contingent right to receive one share of Common Stock. F1 · price: Acquisition of Common Stock upon settlement of performance-based restricted stock. Each performance-based restricted stock represents a right to receive one share of Common Stock. F5 · derivative.exercise_date: Performance Shares vested on August 13, 2026 following approval by the Compensation Committee of the Board of Directors of the Issuer of the achievement of the second stock price performance hurdle. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 21:04 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Tax withholdingCommon Stock | 6,452 | $118.17 | $762,432.84 |
DisclosureSEC source: 0001193125-26-354273 · ownership.xml · nonDerivative · entry 2 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,624 F2 · price: Represents shares of Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of performance-based restricted stock based on the closing price of the Company's shares on August 13, 2026. Read SEC document |
| August 13, 2026 Filed Aug 17, 2026 21:04 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Exercise / conversionCommon Stock | 16,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-354273 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,076 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Acquisition of Common Stock upon settlement of performance-based restricted stock. Each performance-based restricted stock represents a right to receive one share of Common Stock. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:39 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Exercise / conversionPerformance-based Restricted Stock · Derivative | 16,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-340644 · ownership.xml · derivative · entry 3 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,171 Underlying: Common Stock · 16,390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: As disclosed on a Form 8-K filed on March 16, 2026, performance-based shares of restricted stock (the "Performance Shares") were granted to the Reporting Person on March 15, 2026, pursuant to the, Amended and Restated Victory Capital Holdings, Inc. 2018 Equity Plan, with vesting tied to four significant stock price performance hurdles. Each Performance Share represents a contingent right to receive one share of Victory Capital Holdings, Inc., Common Stock. F4 · derivative.exercise_price: Each performance-based restricted stock represents a contingent right to receive one share of Common Stock. F1 · price: Acquisition of Common Stock upon settlement of performance-based restricted stock. Each performance-based restricted stock represents a right to receive one share of Common Stock. F5 · derivative.exercise_date: Performance Shares vested on August 5, 2026 following approval by the Compensation Committee of the Board of Directors of the Issuer of the achievement of the first stock price performance hurdle. F6 · derivative.expiration_date: Not applicable. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:39 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Tax withholdingCommon Stock | 6,452 | $99.97 | $645,006.44 |
DisclosureSEC source: 0001193125-26-340644 · ownership.xml · nonDerivative · entry 2 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,686 F2 · price: Represents shares of Common Stock withheld to satisfy the reporting person's tax obligation upon the vesting of performance-based restricted stock based on the closing price of the Company's shares on August 5, 2026. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 22:39 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Exercise / conversionCommon Stock | 16,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-340644 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,138 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Acquisition of Common Stock upon settlement of performance-based restricted stock. Each performance-based restricted stock represents a right to receive one share of Common Stock. Read SEC document |
| March 15, 2026 Filed Mar 16, 2026 21:05 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 16,499 | $66.67 | $1,099,988.33 |
DisclosureSEC source: 0001193125-26-108579 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,748 F1 · shares: Subject to certain exceptions, the shares of Common Stock vest as to 16,499 aggregate shares in equal installments on each of March 15, 2027, 2028 and 2029. F2 · price: The price is based on the closing price of the Company's shares on March 13, 2026. Read SEC document |
| March 15, 2026 Filed Mar 16, 2026 20:57 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Tax withholdingCommon Stock | 7,746 | $66.67 | $516,425.82 |
DisclosureSEC source: 0001193125-26-108539 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,249 F1 · shares: Represents shares withheld by VCTR to satisfy withholding taxes due in connection with the vesting of certain restricted shares granted to Mr. Dhillon on March 15, 2023, 2024 and 2025. Such restricted shares vested on March 15, 2026. The net settlement price was the closing stock price on March 13, 2026. F1 · price: Represents shares withheld by VCTR to satisfy withholding taxes due in connection with the vesting of certain restricted shares granted to Mr. Dhillon on March 15, 2023, 2024 and 2025. Such restricted shares vested on March 15, 2026. The net settlement price was the closing stock price on March 13, 2026. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 20:53 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantPerformance-based Restricted Stock · Derivative | 65,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-108522 · ownership.xml · derivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,561 Underlying: Common Stock · 65,561 shares Expires not disclosed F1 · derivative.exercise_price: As disclosed on a Form 8-K filed on March 16, 2026 ("Form 8-K"), performance-based shares of restricted stock (the "Performance Shares") were granted to the Reporting Person on March 15, 2026, pursuant to the, Amended and Restated Victory Capital Holdings, Inc. 2018 Equity Plan (the "Plan"), with vesting tied to four significant stock price performance hurdles. Each Performance Share represents a contingent right to receive one share of Victory Capital Holdings, Inc., Common Stock. F2 · kind: The Performance Shares are subject to performance-based vesting requirements tied to significant stock price performance hurdles. The Performance Shares set forth in the table above will become eligible to vest upon achievement of the following stock price hurdles at any time during the period beginning on March 15, 2026, and ending on March 15, 2033 (the "Performance Measurement Period"): (i) 25% of the Performance Shares for a stock price hurdle of $100.01 (ii) an additional 25% of the Performance Shares for a stock price hurdle of $110.01, (iii) an additional 25% of the Performance Shares for a stock price hurdle of $120.01, (iv) an additional 25% % of the Performance Shares for a stock price hurdle of $133.34. A stock price hurdle will be achieved only if the average closing price of the Issuer's common stock is equal to or greater than the hurdle for five consecutive trading days during the Performance Measurement Period. F3 · derivative.exercise_date: If Performance Shares become eligible to vest, the eligible Performance Shares will settle within ten (10) business days following approval by the Compensation Committee of the Board of Directors of the Issuer of the achievement of the stock price hurdles, subject to the Reporting Person's continued employment with the Issuer through the date the stock price hurdle is achieved. F3 · derivative.expiration_date: If Performance Shares become eligible to vest, the eligible Performance Shares will settle within ten (10) business days following approval by the Compensation Committee of the Board of Directors of the Issuer of the achievement of the stock price hurdles, subject to the Reporting Person's continued employment with the Issuer through the date the stock price hurdle is achieved. Read SEC document |
| March 15, 2025 Filed Mar 27, 2025 19:16 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 18,975 | $57.97 | $1,099,980.75 |
DisclosureSEC source: 0000950170-25-046000 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,995 F1 · shares: Subject to certain exceptions, the shares of Common Stock vest as to 18,975 aggregate shares in equal installments on each of March 15, 2026, 2027, and 2028. F1 · price: Subject to certain exceptions, the shares of Common Stock vest as to 18,975 aggregate shares in equal installments on each of March 15, 2026, 2027, and 2028. Read SEC document |
| March 15, 2025 Filed Mar 27, 2025 19:07 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Tax withholdingCommon Stock | 5,221 | $57.97 | $302,661.37 |
DisclosureSEC source: 0000950170-25-045988 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,020 F1 · shares: Represents shares withheld by VCTR to satisfy withholding taxes due in connection with the vesting of certain restricted shares granted to Mr. Dhillon on March 15, 2023 and 2024. Such restricted shares vested on March 15, 2025. The net settlement price was the closing stock price on March 14, 2025. F1 · price: Represents shares withheld by VCTR to satisfy withholding taxes due in connection with the vesting of certain restricted shares granted to Mr. Dhillon on March 15, 2023 and 2024. Such restricted shares vested on March 15, 2025. The net settlement price was the closing stock price on March 14, 2025. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:42 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock | 19,920 | $40.16 | $799,987.20 |
DisclosureSEC source: 0000950170-24-033822 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,241 F1 · shares: Subject to certain exceptions, the shares of Common Stock vest as to 19,920 aggregate shares in equal installments on each of March 15, 2025, 2026, and 2027. F1 · price: Subject to certain exceptions, the shares of Common Stock vest as to 19,920 aggregate shares in equal installments on each of March 15, 2025, 2026, and 2027. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:34 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | Tax withholdingCommon Stock | 7,805 | $40.16 | $313,448.80 |
DisclosureSEC source: 0000950170-24-033806 · ownership.xml · nonDerivative · entry 1 Dhillon Mannik S. · CIK 0002006182 · President Investment Franchise 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,321 F1 · shares: Represents shares withheld by VCTR to satisfy withholding taxes due in connection with the vesting of certain restricted shares granted to Mr. Dhillon on March 15, 2021, 2022, and 2023. Such restricted shares vested on March 15, 2024. The net settlement price was the closing stock price on March 15, 2024. F1 · price: Represents shares withheld by VCTR to satisfy withholding taxes due in connection with the vesting of certain restricted shares granted to Mr. Dhillon on March 15, 2021, 2022, and 2023. Such restricted shares vested on March 15, 2024. The net settlement price was the closing stock price on March 15, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.