Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Silvercrest Asset Management Group Inc.SAMG · Entity 6931 | Director | May 06, 2026 | May 08, 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.
Silvercrest Asset Management Group Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01SEC Table I · non-derivative | Direct | 63,699 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 10,432 · Balance 63,699 F1: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on May 6, 2029, the third anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on May 6, 2029, the third anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 8, 2026 20:15 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | GrantClass A common stock, par value $0.01 | 10,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214666 · ownership.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,699 F1 · kind: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on May 6, 2029, the third anniversary of the grant date. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:30 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | GrantClass A common stock, par value $0.01 | 7,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-065760 · ownership.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,267 F1 · kind: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on May 5, 2028, the third anniversary of the grant date. Read SEC document |
| May 01, 2024 Filed May 2, 2024 21:00 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | GrantClass A common stock, par value $0.01 | 8,191 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-052288 · ownership.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,696 F1 · kind: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on May 1, 2027, the third anniversary of the grant date. Read SEC document |
| May 02, 2023 Filed May 4, 2023 20:15 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | GrantClass A common stock, par value $0.01 | 6,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012254 · doc4.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,505 F1 · kind: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on May 2, 2026, the third anniversary of the grant date. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:15 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | GrantClass A common stock, par value $0.01 | 5,602 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016815 · doc4.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,057 F1 · kind: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on May 3, 2025, the third anniversary of the grant date. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:15 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | GrantClass A common stock, par value $0.01 | 8,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-018494 · doc4.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,455 F1 · kind: Represents a grant of Class A restricted stock units ("RSUs"). 100% of the RSUs will vest on the third anniversary of May 4, 2021, the grant date. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 21:40 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | GrantClass A common stock, par value $0.01 | 8,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001012975-20-000287 · edgar.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,242 Read SEC document |
| September 18, 2018 Filed Sep 19, 2018 00:22 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | PurchaseClass A common stock, par value $0.01 | 2,100 | $15.17 | $31,859.94 |
DisclosureSEC source: 0001012975-18-001070 · edgar.xml · nonDerivative · entry 2 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The transaction was executed in multiple trades at prices ranging from $15.05 to $15.40. The price above reflects the weighted average price. Detailed information regarding the number of shares transacted at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 00:22 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | PurchaseClass A common stock, par value $0.01 | 1,900 | $15.23 | $28,942.13 |
DisclosureSEC source: 0001012975-18-001070 · edgar.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The transaction was executed in multiple trades at prices ranging from $15.125 to $15.700. The price above reflects the weighted average price. Detailed information regarding the number of shares transacted at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. Read SEC document |
| September 11, 2017 Filed Sep 14, 2017 20:33 UTC | Silvercrest Asset Management Group Inc. SAMG · Entity 6931 | PurchaseClass A common stock, par value $0.01 | 5,000 | $13.28 | $66,377.50 |
DisclosureSEC source: 0001012975-17-000708 · edgar.xml · nonDerivative · entry 1 Dunn Brian D · CIK 0001704382 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The transaction was executed in multiple trades at prices ranging from $13.05 to $13.45. The price above reflects the weighted average price. Detailed information regarding the number of shares transacted at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. 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.