As of June 18, 2026, the three largest insider holders of SAMG are Path Smaller Companies Fund, Lp Long (TenPercentOwner, 940.80K shares), Richard R Iii Hough (Chairman And Ceo, 642.75K shares), Scott A Gerard (Chief Financial Officer, 161.66K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Scott A Gerard | Chief Financial Officer | 161,658 | 0 | 05 Dec, 2025 |
| Richard R Iii Hough | Chairman And Ceo | 642,754 | 0 | 03 May, 2024 |
| David J Campbell | General Counsel And Secretary | 77,484 | 0 | 03 May, 2024 |
| Brian D Dunn | - | 53,267 | 0 | 07 May, 2025 |
| Path Smaller Companies Fund, Lp Long | - | 940,798 | 0 | 03 May, 2024 |
| Richard Jonathan Burns | - | 15,011 | 0 | 07 May, 2025 |
| John Allen Gray | Managing Director | 125,196 | 0 | 03 May, 2024 |
| Darla Romfo | - | 13,416 | 0 | 07 May, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Dec, 2025 | Richard R Iii Hough | Employee Stock Option (Right to Buy) | A | 509,481 | $0.00 | 509,481 | D | A |
| 10 Dec, 2025 | Richard R Iii Hough | Employee Stock Option (Right to Buy) | A | 477,638 | $0.00 | 477,638 | D | A |
| 03 Dec, 2025 | Scott A Gerard | Class B Common Stock, par value $0.01 | A | 10,922 | $0.00 | 161,658 | D | A |
| 03 Dec, 2025 | Scott A Gerard | Class B Units | A | 10,922 | $0.00 | 161,658 | D | A |
| 26 Nov, 2025 | John Allen Gray | Class A Common Stock, par value $0.01 | A | 15,000 | $13.66 | 36,110 | D | P |
| 28 Nov, 2025 | John Allen Gray | Class A Common Stock, par value $0.01 | A | 5,500 | $13.83 | 41,610 | D | P |
| 01 Dec, 2025 | John Allen Gray | Class A Common Stock, par value $0.01 | A | 1,285 | $13.85 | 42,895 | D | P |
| 05 May, 2025 | Brian D Dunn | Class A common stock, par value $0.01 | A | 7,571 | $0.00 | 53,267 | D | A |
| 05 May, 2025 | Richard Jonathan Burns | Class A common stock, par value $0.01 | A | 3,155 | $0.00 | 15,011 | D | A |
| 05 May, 2025 | Darla Romfo | Class A common stock, par value $0.01 | A | 3,155 | $0.00 | 13,416 | D | A |
| 01 May, 2024 | John Allen Gray | Class B Common Stock, par value $0.01 | A | 3,413 | $0.00 | 125,196 | D | A |
| 01 May, 2024 | Richard R Iii Hough | Class B Common Stock, par value $0.01 | A | 34,130 | $0.00 | 642,754 | D | A |
| 30 Apr, 2024 | Path Smaller Companies Fund, Lp Long | Class A Common Stock, $0.01 par value per share | A | 5,112 | $15.05 | 940,798 | D | P |
| 30 Apr, 2024 | Path Smaller Companies Fund, Lp Long | Class A Common Stock, $0.01 par value per share | A | 5,112 | $15.05 | 940,798 | D | P |
| 01 May, 2024 | David J Campbell | Class B Common Stock, par value $0.01 | A | 2,707 | $0.00 | 77,484 | D | A |
| 01 May, 2024 | Scott A Gerard | Class B Common Stock, par value $0.01 | A | 13,652 | $0.00 | 150,736 | D | A |
| 01 May, 2024 | David J Campbell | Class B Units | A | 2,707 | $0.00 | 77,484 | D | A |
| 01 May, 2024 | Richard R Iii Hough | Class B Units | A | 34,130 | $0.00 | 642,754 | D | A |
| 01 May, 2024 | John Allen Gray | Class B Units | A | 3,413 | $0.00 | 125,196 | D | A |
| 01 May, 2024 | Scott A Gerard | Class B Units | A | 13,652 | $0.00 | 150,736 | D | A |