person · Reporting owner
Delaney Robert V. Jr.
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Select Water Solutions, Inc.WTTR · Entity 4263 | Director | April 08, 2026 | April 09, 2026 |
| Victory Capital Holdings, Inc.VCTR · Entity 3710 | Director | October 12, 2026 | October 14, 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.
Select Water Solutions, Inc.
Report date April 08, 2026 · Filed April 09, 2026
Jointly reported with Crestview Partners II GP, L.P., Crestview Partners II SES Investment B, LLC, Crestview Partners II SES Investment, LLC, Crestview Advisors, L.L.C.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 3,233,212 |
Reported balance
After 2026-04-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-04-08 · Sale · Disposed 665,983 · Balance 3,233,212 F1: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C. F4: Reflects 3,233,212 Class A Shares directly beneficially owned by Crestview II SES B. F5: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F8: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 2,430,240 |
Reported balance
After 2026-04-08 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2026-04-08 · Conversion · Acquired 2,430,240 · Balance 2,430,240 F2: Reflects the redemption (the ?Redemption?) by the Reporting Persons of Common LLC Units (?Units?) of SES Holdings, LLC (?SES Holdings?), a subsidiary of the Issuer, indirectly owned by Crestview Partners II SES Investment, LLC (?Crestview II SES?) though SES Legacy Holdings, LLC (?Legacy Holdings?). F5: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 0 |
Reported balance
After 2026-04-08 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2026-04-08 · Sale · Disposed 2,430,240 · Balance 0 F5: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. |
| Class B Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 13,790,861 |
Reported balance
After 2026-04-08 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2026-04-08 · Disposition to issuer · Disposed 2,430,240 · Balance 13,790,861 F2: Reflects the redemption (the ?Redemption?) by the Reporting Persons of Common LLC Units (?Units?) of SES Holdings, LLC (?SES Holdings?), a subsidiary of the Issuer, indirectly owned by Crestview Partners II SES Investment, LLC (?Crestview II SES?) though SES Legacy Holdings, LLC (?Legacy Holdings?). F3: Reflects the cancellation for no consideration of a number shares of Class B Common Stock of the Issuer (?Class B Shares?) indirectly owned by Crestview II SES though Legacy Holdings equal to the number of Units redeemed by the Reporting Persons pursuant to their terms in connection with the Redemption. F5: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. |
| Common LLC UnitsSEC Table II · derivative / convertible security | IndirectSee Footnotes | 13,790,861 |
Reported balance
After 2026-04-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-08 · Conversion · Disposed 2,430,240 · Balance 13,790,861 F1: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C. F6: Represents Units of SES Holdings, indirectly owned by Crestview II SES through Legacy Holdings. The Units are redeemable by Legacy Holdings at any time in exchange for newly-issued Class A Shares on a one-for-one basis (subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions) (or, at the election of SES Holdings or the Issuer, cash in an amount equal to the Cash Election Value of such Class A Shares (as defined in the SES Holdings LLC Agreement to be the trailing 10-day VWAP of the Class A Shares)). F5: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C.
F2: Reflects the redemption (the ?Redemption?) by the Reporting Persons of Common LLC Units (?Units?) of SES Holdings, LLC (?SES Holdings?), a subsidiary of the Issuer, indirectly owned by Crestview Partners II SES Investment, LLC (?Crestview II SES?) though SES Legacy Holdings, LLC (?Legacy Holdings?).
F3: Reflects the cancellation for no consideration of a number shares of Class B Common Stock of the Issuer (?Class B Shares?) indirectly owned by Crestview II SES though Legacy Holdings equal to the number of Units redeemed by the Reporting Persons pursuant to their terms in connection with the Redemption.
F4: Reflects 3,233,212 Class A Shares directly beneficially owned by Crestview II SES B.
F5: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings.
F6: Represents Units of SES Holdings, indirectly owned by Crestview II SES through Legacy Holdings. The Units are redeemable by Legacy Holdings at any time in exchange for newly-issued Class A Shares on a one-for-one basis (subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions) (or, at the election of SES Holdings or the Issuer, cash in an amount equal to the Cash Election Value of such Class A Shares (as defined in the SES Holdings LLC Agreement to be the trailing 10-day VWAP of the Class A Shares)).
F7: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee.
F8: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities.
F9: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein.
Victory Capital Holdings, Inc.
Report date October 12, 2026 · Filed October 14, 2026
Jointly reported with Crestview Partners II GP, L.P., Crestview Victory, L.P., Crestview Advisors, L.L.C.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnotes | 1,996,417 |
Reported balance
After 2026-10-12 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-10-12 · Grant · Acquired 259 · Balance 1,996,417 F1: Reflects the issuance of 259 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F6: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnotes | 491,682 |
Reported balance
Holding disclosure · report date 2026-10-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 491,682 F3: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F5: Reflects shares indirectly held by Mr. Delaney through The 2007 Delaney Family LLC, an entity which Mr. Delaney controls. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnotes | 2,420 |
Reported balance
Holding disclosure · report date 2026-10-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,420 F3: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F6: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the issuance of 259 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C.
F2: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee.
F3: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities).
F4: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein.
F5: Reflects shares indirectly held by Mr. Delaney through The 2007 Delaney Family LLC, an entity which Mr. Delaney controls.
F6: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls.
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 |
|---|---|---|---|---|---|---|
| October 12, 2026 Filed Oct 14, 2026 21:09 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 259 | $110.95 | $28,736.05 |
DisclosureSEC source: 0000950142-26-002769 · es260842916_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director Crestview Victory, L.P. · CIK 0001703029 · Director Crestview Advisors, L.L.C. · CIK 0001559054 · Director Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 1,996,417 F1 · shares: Reflects the issuance of 259 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 259 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 259 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F6 · ownership.nature: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls. Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 20:42 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 311 | $92.24 | $28,686.64 |
DisclosureSEC source: 0000950142-26-002055 · es260806059_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director Crestview Victory, L.P. · CIK 0001703029 · Director Crestview Advisors, L.L.C. · CIK 0001559054 · Director Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 1,996,158 F1 · shares: Reflects the issuance of 311 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 311 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 311 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F6 · ownership.nature: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls. Read SEC document |
| May 29, 2026 Filed May 29, 2026 11:30 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 39,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-26-001528 · es260781425_4-vctr.xml · nonDerivative · entry 2 Crestview Partners II GP, L.P. · CIK 0001505639 · Director Crestview Victory, L.P. · CIK 0001703029 · Director Crestview Advisors, L.L.C. · CIK 0001559054 · Director Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 491,682 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F6 · ownership.nature: Reflects shares indirectly held by Mr. Delaney through The 2007 Delaney Family LLC, an entity which Mr. Delaney controls. Read SEC document |
| May 29, 2026 Filed May 29, 2026 11:30 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 2,100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-26-001528 · es260781425_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director Crestview Victory, L.P. · CIK 0001703029 · Director Crestview Advisors, L.L.C. · CIK 0001559054 · Director Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 1,995,847 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 12:03 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 424 | $67.79 | $28,742.96 |
DisclosureSEC source: 0000950142-26-001116 · es260765588_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director Crestview Victory, L.P. · CIK 0001703029 · Director Crestview Advisors, L.L.C. · CIK 0001559054 · Director Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 4,095,847 F1 · shares: Reflects the issuance of 424 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on April 10, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 424 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on April 10, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 424 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on April 10, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F6 · ownership.nature: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 23:09 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | ConversionCommon LLC Units · Derivative | 2,430,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-26-001095 · es260761784_4-wttr.xml · derivative · entry 5 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 13,790,861 Underlying: Class A Shares · 2,430,240 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. F1 · derivative.exercise_price: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C. F6 · derivative.exercise_price: Represents Units of SES Holdings, indirectly owned by Crestview II SES through Legacy Holdings. The Units are redeemable by Legacy Holdings at any time in exchange for newly-issued Class A Shares on a one-for-one basis (subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions) (or, at the election of SES Holdings or the Issuer, cash in an amount equal to the Cash Election Value of such Class A Shares (as defined in the SES Holdings LLC Agreement to be the trailing 10-day VWAP of the Class A Shares)). F1 · price: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C. F6 · price: Represents Units of SES Holdings, indirectly owned by Crestview II SES through Legacy Holdings. The Units are redeemable by Legacy Holdings at any time in exchange for newly-issued Class A Shares on a one-for-one basis (subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions) (or, at the election of SES Holdings or the Issuer, cash in an amount equal to the Cash Election Value of such Class A Shares (as defined in the SES Holdings LLC Agreement to be the trailing 10-day VWAP of the Class A Shares)). F1 · derivative.exercise_date: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C. F6 · derivative.exercise_date: Represents Units of SES Holdings, indirectly owned by Crestview II SES through Legacy Holdings. The Units are redeemable by Legacy Holdings at any time in exchange for newly-issued Class A Shares on a one-for-one basis (subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions) (or, at the election of SES Holdings or the Issuer, cash in an amount equal to the Cash Election Value of such Class A Shares (as defined in the SES Holdings LLC Agreement to be the trailing 10-day VWAP of the Class A Shares)). F1 · derivative.expiration_date: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C. F6 · derivative.expiration_date: Represents Units of SES Holdings, indirectly owned by Crestview II SES through Legacy Holdings. The Units are redeemable by Legacy Holdings at any time in exchange for newly-issued Class A Shares on a one-for-one basis (subject to conversion rate adjustments for stock splits, stock dividends, reclassification and other similar transactions) (or, at the election of SES Holdings or the Issuer, cash in an amount equal to the Cash Election Value of such Class A Shares (as defined in the SES Holdings LLC Agreement to be the trailing 10-day VWAP of the Class A Shares)). F5 · ownership.nature: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7 · ownership.nature: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8 · ownership.nature: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 23:09 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | SaleClass A Common Stock | 2,430,240 | $15.12 | $36,745,228.80 |
DisclosureSEC source: 0000950142-26-001095 · es260761784_4-wttr.xml · nonDerivative · entry 4 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 0 F5 · ownership.nature: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7 · ownership.nature: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8 · ownership.nature: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 23:09 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | Disposition to issuerClass B Common Stock | 2,430,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-26-001095 · es260761784_4-wttr.xml · nonDerivative · entry 3 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 13,790,861 F2 · kind: Reflects the redemption (the ?Redemption?) by the Reporting Persons of Common LLC Units (?Units?) of SES Holdings, LLC (?SES Holdings?), a subsidiary of the Issuer, indirectly owned by Crestview Partners II SES Investment, LLC (?Crestview II SES?) though SES Legacy Holdings, LLC (?Legacy Holdings?). F3 · kind: Reflects the cancellation for no consideration of a number shares of Class B Common Stock of the Issuer (?Class B Shares?) indirectly owned by Crestview II SES though Legacy Holdings equal to the number of Units redeemed by the Reporting Persons pursuant to their terms in connection with the Redemption. F2 · price: Reflects the redemption (the ?Redemption?) by the Reporting Persons of Common LLC Units (?Units?) of SES Holdings, LLC (?SES Holdings?), a subsidiary of the Issuer, indirectly owned by Crestview Partners II SES Investment, LLC (?Crestview II SES?) though SES Legacy Holdings, LLC (?Legacy Holdings?). F3 · price: Reflects the cancellation for no consideration of a number shares of Class B Common Stock of the Issuer (?Class B Shares?) indirectly owned by Crestview II SES though Legacy Holdings equal to the number of Units redeemed by the Reporting Persons pursuant to their terms in connection with the Redemption. F5 · ownership.nature: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7 · ownership.nature: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8 · ownership.nature: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 23:09 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | ConversionClass A Common Stock | 2,430,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-26-001095 · es260761784_4-wttr.xml · nonDerivative · entry 2 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 2,430,240 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. F2 · kind: Reflects the redemption (the ?Redemption?) by the Reporting Persons of Common LLC Units (?Units?) of SES Holdings, LLC (?SES Holdings?), a subsidiary of the Issuer, indirectly owned by Crestview Partners II SES Investment, LLC (?Crestview II SES?) though SES Legacy Holdings, LLC (?Legacy Holdings?). F2 · price: Reflects the redemption (the ?Redemption?) by the Reporting Persons of Common LLC Units (?Units?) of SES Holdings, LLC (?SES Holdings?), a subsidiary of the Issuer, indirectly owned by Crestview Partners II SES Investment, LLC (?Crestview II SES?) though SES Legacy Holdings, LLC (?Legacy Holdings?). F5 · ownership.nature: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F7 · ownership.nature: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F8 · ownership.nature: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| April 08, 2026 Filed Apr 9, 2026 23:09 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | SaleClass A Common Stock | 665,983 | $15.12 | $10,069,662.96 |
DisclosureSEC source: 0000950142-26-001095 · es260761784_4-wttr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 3,233,212 F1 · kind: Reflects 569,760 shares of Class A Common Stock of the Issuer (?Class A Shares?) sold by Crestview Partners II SES Investment B, LLC (?Crestview II SES B?), and 96,223 Class A Shares sold by Crestview Advisors, L.L.C. F4 · ownership.nature: Reflects 3,233,212 Class A Shares directly beneficially owned by Crestview II SES B. F5 · ownership.nature: Represents Class B Shares indirectly beneficially owned by Crestview II SES (together with Crestview II SES B and Crestview Advisors, L.L.C., the ?Crestview Entities?) through Legacy Holdings. F8 · ownership.nature: Robert V. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F9 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 22:29 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 417 | $68.93 | $28,743.81 |
DisclosureSEC source: 0000950142-26-000163 · es260725463_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director Crestview Victory, L.P. · CIK 0001703029 · Director Crestview Advisors, L.L.C. · CIK 0001559054 · Director Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 4,095,423 F1 · shares: Reflects the issuance of 417 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on January 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 417 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on January 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 417 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on January 12, 2026. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F6 · ownership.nature: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls. Read SEC document |
| October 10, 2025 Filed Oct 14, 2025 20:03 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 435 | $65.98 | $28,701.30 |
DisclosureSEC source: 0000950142-25-002780 · es250691298_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 4,117,273 F1 · shares: Reflects the issuance of 435 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 435 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 435 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| October 10, 2025 Filed Jan 14, 2026 22:26 UTC Amendment | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 435 | $65.98 | $28,701.30 |
DisclosureSEC source: 0000950142-26-000162 · es260726237_4a1-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director Crestview Victory, L.P. · CIK 0001703029 · Director Crestview Advisors, L.L.C. · CIK 0001559054 · Director Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 4,095,006 F1 · shares: Reflects the issuance of 435 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 435 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 435 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on October 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| August 20, 2025 Filed Aug 20, 2025 13:06 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 2,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-002238 · es250669578_4-vctr.xml · nonDerivative · entry 4 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 2,420 F2 · kind: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F2 · shares: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F2 · price: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F2 · balance_after: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F5 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F6 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F8 · ownership.nature: Reflects shares indirectly held by Mr. Delaney through The 2010 Delaney Family LLC, an entity which Mr. Delaney controls. Read SEC document |
| August 20, 2025 Filed Aug 20, 2025 13:06 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 38,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-002238 · es250669578_4-vctr.xml · nonDerivative · entry 3 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 451,940 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F5 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F6 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. F7 · ownership.nature: Reflects shares indirectly held by Mr. Delaney through The 2007 Delaney Family LLC, an entity which Mr. Delaney controls. Read SEC document |
| August 20, 2025 Filed Aug 20, 2025 13:06 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 22,267 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-002238 · es250669578_4-vctr.xml · nonDerivative · entry 2 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 4,094,571 F2 · kind: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F2 · shares: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F2 · price: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F2 · balance_after: Reflects a pro rata distribution of common stock held by Crestview Advisors, LLC to each of its applicable partners for no consideration. F3 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F4 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F5 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F6 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| August 20, 2025 Filed Aug 20, 2025 13:06 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 3,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-25-002238 · es250669578_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 4,116,838 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F3 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F4 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F5 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F6 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| July 10, 2025 Filed Jul 11, 2025 20:42 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 434 | $66.24 | $28,748.16 |
DisclosureSEC source: 0000950142-25-001880 · es250653043_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 7,616,838 F1 · shares: Reflects the issuance of 434 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 434 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 434 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on July 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| April 10, 2025 Filed Apr 11, 2025 21:15 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 531 | $54.06 | $28,705.86 |
DisclosureSEC source: 0000950142-25-001040 · es250615355_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 7,616,404 F1 · shares: Reflects the issuance of 531 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on April 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 531 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $28,750. The price is based on the closing price of the Company's shares on April 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| January 10, 2025 Filed Jan 14, 2025 02:31 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 784 | $61.36 | $48,106.24 |
DisclosureSEC source: 0000950142-25-000094 · es250577743_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 7,615,873 F1 · shares: Reflects the issuance of 784 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on January 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 784 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on January 10, 2025. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| November 12, 2024 Filed Nov 12, 2024 13:22 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 4,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-24-002720 · es240555295_4-vctr.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 7,615,089 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| October 10, 2024 Filed Oct 15, 2024 11:56 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 839 | $57.30 | $48,074.70 |
DisclosureSEC source: 0000950103-24-014892 · dp219333_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 11,615,089 F1 · shares: Reflects the issuance of 839 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on October 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 839 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on October 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 839 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on October 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| July 10, 2024 Filed Jul 12, 2024 20:11 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 1,002 | $48.00 | $48,096.00 |
DisclosureSEC source: 0000950103-24-009970 · dp214465_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 11,614,250 F1 · shares: Reflects the issuance of 1,002 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on July 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,002 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on July 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,002 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on July 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| April 10, 2024 Filed Apr 11, 2024 23:33 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 1,104 | $43.58 | $48,112.32 |
DisclosureSEC source: 0000950103-24-005200 · dp209748_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 11,613,248 F1 · shares: Reflects the issuance of 1,104 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on April 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,104 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on April 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,104 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on April 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 21:12 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 1,458 | $32.99 | $48,099.42 |
DisclosureSEC source: 0000950103-24-000643 · dp205236_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 11,612,144 F1 · shares: Reflects the issuance of 1,458 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on January 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,458 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on January 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,458 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on January 10, 2024. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| December 13, 2023 Filed Dec 13, 2023 11:06 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 2,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-017438 · dp203942_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 11,610,686 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| November 07, 2023 Filed Nov 8, 2023 11:02 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 4,150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-016091 · dp202587_4-cpiigplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 14,110,686 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| October 10, 2023 Filed Oct 12, 2023 21:06 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 1,512 | $31.82 | $48,111.84 |
DisclosureSEC source: 0000950103-23-014934 · dp201414_4-victory.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 18,260,686 F1 · shares: Reflects the issuance of 1,512 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on October 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,512 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on October 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,512 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $48,125. The price is based on the closing price of the Company's shares on October 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| July 10, 2023 Filed Jul 12, 2023 23:34 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 1,437 | $32.94 | $47,334.78 |
DisclosureSEC source: 0000950103-23-010249 · dp196698_4-victory.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 18,259,174 F1 · shares: Reflects the issuance of 1,437 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $47,342. The price is based on the closing price of the Company's shares on July 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,437 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $47,342. The price is based on the closing price of the Company's shares on July 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,437 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $47,342. The price is based on the closing price of the Company's shares on July 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| May 23, 2023 Filed May 23, 2023 10:11 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 4,145,005 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-007613 · dp194082_4-victory.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 18,257,737 F1 · kind: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F1 · balance_after: Reflects a pro rata distribution of common stock held by each of Crestview Partners II GP, L.P. ("Crestview GP") and Crestview Victory, L.P. to each of its applicable partners for no consideration. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| April 10, 2023 Filed Apr 13, 2023 01:12 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantCommon Stock, par value $0.01 per share | 1,578 | $29.30 | $46,235.40 |
DisclosureSEC source: 0000950103-23-005701 · dp192151_4-victory.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 22,402,742 F1 · shares: Reflects the issuance of 1,578 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,250. The price is based on the closing price of the Company's shares on April 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,578 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,250. The price is based on the closing price of the Company's shares on April 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,578 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,250. The price is based on the closing price of the Company's shares on April 10, 2023. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 02, 2023 Filed Mar 2, 2023 11:40 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock, par value $0.01 per share | 3,296,423 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-23-003494 · dp189886_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 22,401,164 F1 · kind: Reflects a pro rata distribution of common stock held by Crestview Victory, L.P. to its applicable partners for no consideration. F1 · shares: Reflects a pro rata distribution of common stock held by Crestview Victory, L.P. to its applicable partners for no consideration. F1 · price: Reflects a pro rata distribution of common stock held by Crestview Victory, L.P. to its applicable partners for no consideration. F2 · balance_after: Includes shares held by Crestview Partners II GP, L.P. ("Crestview GP") (on account of prior pro rata distributions of common stock by Crestview Victory, L.P.), Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.) Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F2 · ownership.nature: Includes shares held by Crestview Partners II GP, L.P. ("Crestview GP") (on account of prior pro rata distributions of common stock by Crestview Victory, L.P.), Crestview Victory, L.P. and Crestview Advisors, L.L.C. (including shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's board of directors, for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.) Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview GP) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 23:04 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantClass A Common Stock | 1,591 | $29.06 | $46,234.46 |
DisclosureSEC source: 0000950103-23-000483 · dp186971_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 25,697,587 F1 · shares: Reflects the issuance of 1,591 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,250. The price is based on the closing price of the Company's shares on January 10, 2023. Mr. Delaney has assigned all rights, title and interest in the Class A Shares issued to them to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,591 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,250. The price is based on the closing price of the Company's shares on January 10, 2023. Mr. Delaney has assigned all rights, title and interest in the Class A Shares issued to them to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,591 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,250. The price is based on the closing price of the Company's shares on January 10, 2023. Mr. Delaney has assigned all rights, title and interest in the Class A Shares issued to them to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 25, 2022 Filed Nov 25, 2022 11:08 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | OtherCommon Stock | 2,377,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-020085 · dp184786_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 25,695,996 F1 · kind: Reflects a prorata distribution of Shares held by Crestview Victory, L.P. to its applicable partners for no consideration. F2 · shares: Includes (i) 2,775 shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's Board of Directors (for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.) and (ii) shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. F1 · price: Reflects a prorata distribution of Shares held by Crestview Victory, L.P. to its applicable partners for no consideration. F2 · ownership.nature: Includes (i) 2,775 shares issued under the Issuer's 2018 Stock Incentive Plan in lieu of quarterly cash director fees for Mr. Delaney's service on the Issuer's Board of Directors (for which Mr. Delaney has previously assigned all rights, title and interest in such shares Crestview Advisors, L.L.C.) and (ii) shares held by Crestview Victory, L.P. and Crestview Advisors, L.L.C. Crestview Partners II GP, L.P. ("Crestview GP") exercises voting and dispositive power over shares held by Crestview Victory, L.P. F3 · ownership.nature: Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F4 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F5 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| October 10, 2022 Filed Oct 12, 2022 23:47 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantClass A Common Stock | 1,806 | $25.60 | $46,233.60 |
DisclosureSEC source: 0000950103-22-017708 · dp182400_4-2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 28,073,355 F1 · shares: Reflects the issuance of 1,806 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,233.60. The price is based on the closing price of the Company's shares on October 10, 2022. Mr. Delaney has assigned all rights, title and interest in the Class A Shares issued to them to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 1,806 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,233.60. The price is based on the closing price of the Company's shares on October 10, 2022. Mr. Delaney has assigned all rights, title and interest in the Class A Shares issued to them to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 1,806 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $46,233.60. The price is based on the closing price of the Company's shares on October 10, 2022. Mr. Delaney has assigned all rights, title and interest in the Class A Shares issued to them to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| July 11, 2022 Filed Jul 13, 2022 22:18 UTC | Victory Capital Holdings, Inc. VCTR · Entity 3710 | GrantClass A Common Stock | 969 | $23.60 | $22,868.40 |
DisclosureSEC source: 0000950103-22-012340 · dp177009_4-cpiigplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Victory, L.P. · CIK 0001703029 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 28,071,549 F1 · shares: Reflects the issuance of 969 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of pro-rated quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $22,871. The price is based on the closing price of the Company's shares on July 11, 2022. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F1 · price: Reflects the issuance of 969 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of pro-rated quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $22,871. The price is based on the closing price of the Company's shares on July 11, 2022. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · balance_after: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F1 · ownership.nature: Reflects the issuance of 969 shares of Common Stock under the Issuer's 2018 Stock Incentive Plan (the "Plan") to Robert V. Delaney Jr. in lieu of pro-rated quarterly director fees for service on the Issuer's Board of Directors payable in cash to Mr. Delaney in the amount of $22,871. The price is based on the closing price of the Company's shares on July 11, 2022. Mr. Delaney has assigned all rights, title and interest in the shares issued to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes shares held by Crestview Victory, L.P., Crestview Advisors, L.L.C. and Crestview Partners II GP, L.P. ("Crestview GP"). Crestview GP exercises voting and dispositive power over shares held by Crestview Victory, L.P. Decisions by Crestview GP to vote or dispose of such shares require the approval of a majority of the members of its investment committee and the chairman of the investment committee. F3 · ownership.nature: Mr. Delaney is a member of the Issuer's board of directors, and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C. (which provides investment advisory and management services to certain Crestview entities). F4 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 06, 2022 Filed May 10, 2022 21:58 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantClass A Common Stock | 18,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-008242 · dp172817_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,899,195 F1 · shares: Represents an award of 18,853 restricted shares of Class A Common Stock of the Issuer ("Class A Shares") granted to Robert V. Delaney, Jr. under the Select Energy Services, Inc. 2016 Equity Incentive Plan (as amended, the "Plan"). The restricted Class A Shares are scheduled to vest on May 6, 2023, subject to the terms of the Plan and the applicable award agreement issued thereunder. Mr. Delaney, Jr. has assigned all rights, title and interest in the restricted Class A Shares granted to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes (i) 3,802,972 Class A Shares directly beneficially owned by Crestview Partners II SES Investment B, LLC ("Crestview II SES B"), (ii) 18,853 outstanding restricted Class A Shares granted under the Plan to Mr. Delaney, Jr. (as described in Footnote 1 above) and (iii) 77,370 Class A Shares held by Crestview Advisors, L.L.C. that were delivered upon the vesting of awards of restricted Class A Shares previously granted under the Plan to Mr. Delaney, Jr. and Adam J. Klein. F4 · ownership.nature: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings, LLC (a subsidiary of the Issuer) indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F5 · ownership.nature: Mr. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F6 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 07, 2021 Filed Jun 4, 2021 21:19 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantClass A Common Stock | 27,036 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-008443 · dp152273_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,880,342 F1 · shares: Represents an award of 27,036 restricted shares of Class A Common Stock of the Issuer ("Class A Shares") granted to Robert V. Delaney, Jr. under the Select Energy Services, Inc. 2016 Equity Incentive Plan (as amended, the "Plan"). The restricted Class A Shares are scheduled to vest on May 7, 2022, subject to the terms of the Plan and the applicable award agreement issued thereunder. Mr. Delaney, Jr. has assigned all rights, title and interest in the restricted Class A Shares granted to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes (i) 3,802,972 Class A Shares directly beneficially owned by Crestview Partners II SES Investment B, LLC ("Crestview II SES B"), (ii) 27,036 outstanding restricted Class A Shares granted under the Plan to Mr. Delaney, Jr. (as described in Footnote 1 above) and (iii) 50,334 Class A Shares held by Crestview Advisors, L.L.C. that were delivered upon the vesting of awards of restricted Class A Shares previously granted under the Plan to Mr. Delaney, Jr. and Adam J. Klein. F4 · ownership.nature: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview II SES B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings, LLC (a subsidiary of the Issuer) indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F5 · ownership.nature: Mr. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F6 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 08, 2020 Filed May 12, 2020 20:33 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantClass A Common Stock | 23,744 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-009418 · dp128047_4-cp2gplp.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,853,306 F1 · shares: Represents an award of 23,744 restricted shares of Class A Common Stock of the Issuer ("Class A Shares") granted to Robert V. Delaney, Jr. under the Select Energy Services, Inc. 2016 Equity Incentive Plan (as amended, the "Plan"). The restricted Class A Shares are scheduled to vest on May 8, 2021, subject to the terms of the Plan and the applicable award agreement issued thereunder. Mr. Delaney, Jr. has assigned all rights, title and interest in the restricted Class A Shares granted to him to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes (i) 3,802,972 Class A Shares directly beneficially owned by Crestview Partners II SES Investment B, LLC ("Crestview II SES B"), (ii) 23,744 outstanding restricted Class A Shares granted under the Plan to Mr. Delaney, Jr. (as described in Footnote 1 above) and (iii) 26,590 Class A Shares held by Crestview Advisors, L.L.C. that were delivered upon the vesting of awards of restricted Class A Shares previously granted under the Plan to Mr. Delaney, Jr. and Adam J. Klein. F4 · ownership.nature: Crestview Partners II GP, L.P. may be deemed to have beneficial ownership of the Class A Shares held by Crestview SES II B and Crestview Advisors, L.LC. and the Class B Shares and Common LLC Units of SES Holdings, LLC (a subsidiary of the Issuer) indirectly held by Crestview II SES. Crestview Partners II GP, L.P. exercises voting and dispositive power over the foregoing Class A Shares, Class B Shares and Common LLC Units held by the Crestview Entities, which decisions are made by the investment committee of Crestview Partners II GP, L.P. and the Chairman of the investment committee. F5 · ownership.nature: Mr. Delaney, Jr. is a member of the Issuer's board of directors and is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing Crestview Entities. F6 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 10, 2019 Filed May 14, 2019 21:21 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantClass A Common Stock | 26,590 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-006404 · dp106805_4-select.xml · nonDerivative · entry 1 Crestview Partners II GP, L.P. · CIK 0001505639 · Director · 10% owner Crestview Partners II SES Investment B, LLC · CIK 0001699717 · Director · 10% owner Crestview Partners II SES Investment, LLC · CIK 0001699719 · Director · 10% owner Crestview Advisors, L.L.C. · CIK 0001559054 · Director · 10% owner Delaney Robert V. Jr. · CIK 0001641555 · Director Klein Adam J · CIK 0001483298 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,829,562 F1 · shares: Represents awards of 13,295 restricted shares of Class A Common Stock of the Issuer ("Class A Shares") granted to each of Robert V. Delaney, Jr. and Adam J. Klein (each, a "Crestview Director") under the Select Energy Services, Inc. 2016 Equity Incentive Plan (the "Plan"). The restricted Class A Shares are scheduled to vest on May 10, 2020, subject to the terms of the Plan and the applicable award agreement issued thereunder. Each of the Crestview Directors has assigned all rights, title and interest in the restricted Class A Shares granted to them to Crestview Advisors, L.L.C. F1 · ownership.nature: Represents awards of 13,295 restricted shares of Class A Common Stock of the Issuer ("Class A Shares") granted to each of Robert V. Delaney, Jr. and Adam J. Klein (each, a "Crestview Director") under the Select Energy Services, Inc. 2016 Equity Incentive Plan (the "Plan"). The restricted Class A Shares are scheduled to vest on May 10, 2020, subject to the terms of the Plan and the applicable award agreement issued thereunder. Each of the Crestview Directors has assigned all rights, title and interest in the restricted Class A Shares granted to them to Crestview Advisors, L.L.C. F2 · ownership.nature: Includes 3,802,972 Class A Shares directly beneficially owned by Crestview Partners II SES Investment B, LLC ("Crestview II SES B"). F4 · ownership.nature: Crestview Partners II GP, L.P. is the general partner of (i) Crestview Partners II, L.P., Crestview Partners II (TE), L.P. (which is the general partner of Crestview Holdings II (TE), L.P.) and Crestview Partners II (FF), L.P., each of which are direct or indirect members of Crestview II SES and (ii) Crestview Offshore Holdings II (Cayman), L.P., Crestview Offshore Holdings II (FF Cayman), L.P. and Crestview Offshore Holdings II (892 Cayman), L.P., each of which is a direct member of Crestview II SES B. Crestview Advisors, L.L.C. provides investment advisory and management services to certain of the foregoing entities. F5 · ownership.nature: Each of the Crestview Directors are members of the Issuer's board of directors. Mr. Delaney is an indirect member of each of Crestview, L.L.C. (which is the general partner of Crestview Partners II GP, L.P.) and Crestview Advisors, L.L.C., which provides investment advisory and management services to certain of the foregoing entities. Mr. Klein is a Partner of each of Crestview, L.L.C. and Crestview Advisors, L.L.C. F6 · ownership.nature: Each of Crestview Partners II GP, L.P., Crestview Offshore Holdings II (Cayman), L.P., Crestview Offshore Holdings II (FF Cayman), L.P. and Crestview Offshore Holdings II (892 Cayman), L.P. may be deemed to have beneficial ownership of the Class A Shares directly beneficially owned by Crestview II SES B. F8 · ownership.nature: Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of its pecuniary interest therein. 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.