Welcome to our dedicated page for Victory Capital SEC filings (Ticker: VCTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Parsing Victory Capital鈥檚 multi-boutique story across hundreds of SEC pages can feel overwhelming鈥攐ne footnote on assets under management shifts future fee income, while a single Form 4 flags an executive鈥檚 view on the stock. Stock Titan removes that complexity.
Our AI reads every Victory Capital annual report 10-K simplified, each quarterly earnings report 10-Q filing, and even the terse 8-K material events explained, then turns them into clear insights. Want to spot franchise-level AUM trends without digging through exhibits? Curious which acquisitions changed intangible assets? Need Victory Capital insider trading Form 4 transactions as they hit EDGAR? You鈥檒l find the answers in seconds鈥攃omplete with plain-English summaries, key metrics, and downloadable tables.
Coverage includes:
- AG真人官方-time Victory Capital Form 4 insider transactions鈥攖rack executive stock transactions before market moves.
- Victory Capital proxy statement executive compensation details, with AI highlights of incentive fee alignment.
- Victory Capital quarterly earnings report 10-Q filing comparisons so you can follow net flows and average fee rates QoQ.
- Victory Capital 8-K material events explained鈥攁cquisition announcements, dividend declarations, and AUM milestones parsed instantly.
Whether you are modeling fee revenue, monitoring compliance risks, or just understanding Victory Capital SEC documents with AI, our platform surfaces what matters. Stop scrolling through PDFs; start with Victory Capital SEC filings explained simply and make informed decisions faster.
Citigroup Global Markets Holdings Inc., fully guaranteed by Citigroup Inc., has filed Product Supplement No. ES-01-10 to its March 7 2023 base prospectus and July 10 2025 prospectus supplement for future issuances of Equity-Linked Securities (ELKS), Callable Yield Securities, or other similarly structured notes (collectively, the 鈥渟ecurities鈥�). These medium-term senior notes (Series N) provide fixed coupon payments but do not assure repayment of principal. Repayment at maturity depends on the performance of one or more 鈥淯nderlying Shares鈥� 鈥� individual equities, American depositary shares (ADSs), exchange-traded funds (ETFs) or, in some structures, the worst performer among multiple underlyings.
Key structural terms (set in each future pricing supplement):
- Coupon rate and payment schedule.
- Definition of 鈥淒ownside Event,鈥� equity ratio, initial share price and downside threshold price.
- Choice of valuation method (closing price vs. intra-day trading price) and observation window (single-day, daily, or period-based testing).
- Issuer call right on specified dates (if applicable).
- Issuer option to settle in cash instead of delivering shares.
Principal risks highlighted:
- Loss of up to 100 % of principal if a downside event occurs; investors receive underlying shares (or cash equivalent) likely worth less than par.
- No participation in upside appreciation; return is capped at coupons.
- Credit risk of both Citigroup Global Markets Holdings Inc. and Citigroup Inc.; securities are senior unsecured obligations.
- Generally no exchange listing, hence limited secondary liquidity; potential reliance on Citigroup Global Markets as sole market-maker.
- Complex U.S. tax treatment; IRS may challenge issuer鈥檚 assumptions, and Section 871(m) withholding may apply to non-U.S. holders.
- Broad calculation-agent discretion (an affiliate of the issuer) in determining prices, adjustments and market-disruption resolutions, creating potential conflicts of interest.
The document incorporates extensive risk disclosures covering volatility sensitivity, dividend dilution, market-disruption events, delisting scenarios, ETF-specific considerations, emerging-market exposure, and tax uncertainties. Investors are directed to read this supplement together with the base prospectus, the July 10 2025 prospectus supplement, and the eventual pricing supplement for each issuance before investing.
Schedule 13G highlights: Interactive Communications International, Inc. ("InComm"), HI Technology Corp ("HIT") and Merrill Brooks Smith have jointly disclosed a passive ownership position in Giftify, Inc. common stock.
- Shares owned: 2,595,370.
- Ownership percentage: 8.7 % of Giftify鈥檚 29,684,336 outstanding shares (per the issuer鈥檚 SEC filings dated May 13 and June 5 2025).
- Voting & dispositive power: All three reporting persons share voting and dispositive power over the entire block; none holds sole power.
- Control structure: HIT owns and controls InComm; Smith is CEO and majority shareholder of HIT. Both HIT and Smith disclaim beneficial ownership despite shared power.
- Filing status: Filed on June 30 2025 for an event on December 29 2023, under Rule 13d-1(c) (passive investors).
The filing signals that a corporate group led by Smith has accumulated a sizeable, but non-controlling, stake. As a Schedule 13G (rather than 13D), the investors attest they are not pursuing control or activism. Nevertheless, an 8.7 % holding can influence corporate actions that require shareholder approval and may attract market attention to Giftify鈥檚 register.
Victory Capital Holdings (VCTR) Executive Vice President Thomas Michael Sipp received a significant equity grant on June 15, 2025. The insider was awarded 48,701 shares of Common Stock at a price of $61.60 per share, based on the closing price as of June 13, 2025.
Key details of the stock award:
- The shares will vest in equal installments over four years on June 15 of 2026, 2027, 2028, and 2029
- Total value of the grant at award price: approximately $3 million
- The transaction was reported via Form 4 filing on June 20, 2025
- The shares are held directly by the executive
This equity grant appears to be part of the company's long-term executive compensation strategy, with a four-year vesting schedule designed to promote retention and align management interests with shareholders.
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