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On 4 Aug 2025 Diamond Hill Investment Group (NASDAQ: DHIL) filed an 8-K to update investors on assets under management (AUM) at subsidiary Diamond Hill Capital Management as of 31 Jul 2025. Firm-wide AUM totalled $30.2 billion.

AUM by vehicle: Diamond Hill Funds $19.4 billion (64%), separately managed accounts $5.5 billion (18%), collective investment trusts $1.4 billion (5%), and other pooled vehicles $3.8 billion (13%).

AUM by strategy: Large Cap $16.5 billion (55%) leads the mix, followed by Short Duration Securitized Bond $4.5 billion (15%), Long-Short equity $1.9 billion (6%) and Core Fixed Income $3.3 billion (11%). Smaller sleeves include Small-/Mid-Cap ($1.7 billion combined), Select ($0.8 billion) and International/Micro Cap ($0.2 billion).

No earnings, fee rate or YoY comparison was disclosed; the filing is strictly an Item 8.01 update on month-end AUM composition.

Alkami Technology, Inc. (ALKT) 鈥� Form 4 insider transaction

Director Steven R. Mitchell reported the acquisition of 301 shares of common stock on 07/05/2025. The shares were deferred under the company鈥檚 2021 Incentive Award Plan; therefore, no cash consideration was paid (reported price $0). Following the transaction, Mitchell鈥檚 direct holdings increase to 84,869 shares.

In addition, the filing reiterates an indirect ownership of 2,521,611 shares held by Arg Private Equity II, LLC (APE II), for which Mitchell serves as adviser. He disclaims beneficial ownership except for his pecuniary interest.

The filing involves no derivative securities, options, or sales, and does not alter executive roles. The purchase size is de-minimis relative to both Mitchell鈥檚 existing stake and Alkami鈥檚 ~124 million shares outstanding, suggesting limited market impact but indicates ongoing board-level alignment with shareholders.

Bank of Montreal is offering US$435,000 of Senior Medium-Term Digital Return Notes, Series K, linked to FedEx Corporation (FDX) common stock. The three-year notes (Pricing Date : 30 Jun 2025; Maturity : 03 Jul 2028) pay a single 26.00% digital return if FDX鈥檚 closing price on the Valuation Date is at least equal to the Initial Level of $227.31. Should the Final Level fall below the Initial Level, investors receive only principal, resulting in a 0% return. There is no participation above 26% and the notes bear no periodic interest.

Key economic terms include: Digital Barrier = 100% of Initial Level; minimum denomination = $1,000; CUSIP 06376EHA3. The notes are unsecured, unsubordinated obligations of Bank of Montreal and are subject to issuer credit risk. They will not be listed, and any liquidity will rely on BMO Capital Markets Corp. acting as a market-maker. Issue price equals 100%, with a 0.75% selling commission; the estimated initial value is $986.68 per $1,000, reflecting embedded dealer compensation and hedging costs.

The filing highlights material risks: upside capped at 26%, potential under-performance versus conventional bonds, lack of dividends, secondary-market uncertainty, conflicts of interest in the calculation agent role, and complex U.S. tax treatment as contingent payment debt instruments. The product may appeal to investors seeking principal preservation plus a defined payoff contingent on non-negative FDX performance, but it sacrifices income and exposes holders to both FedEx share volatility and Bank of Montreal鈥檚 credit profile.