As of September 09, 2026, the three largest insider holders of SAMG are Path Smaller Companies Fund, Lp Long (TenPercentOwner, 940.80K shares), Path Smaller Companies Fund, Lp Long (TenPercentOwner, 940.80K shares), Richard R Iii Hough (Chairman And Ceo, 642.75K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Path Smaller Companies Fund, Lp Long | TenPercentOwner | 940,798 | 0 | 940,798 | 44.5% | 03 May, 2024 |
| 2 | Richard R Iii Hough | Chairman And Ceo | 642,754 | 0 | 642,754 | 30.4% | 03 May, 2024 |
| 3 | John Allen Gray | Managing Director | 189,201 | 0 | 189,201 | 9.0% | 01 Dec, 2025 |
| 4 | Scott A Gerard | Chief Financial Officer | 161,658 | 0 | 161,658 | 7.7% | 05 Dec, 2025 |
| 5 | David J Campbell | General Counsel And Secretary | 77,484 | 0 | 77,484 | 3.7% | 03 May, 2024 |
| 6 | Brian D Dunn | Director | 63,699 | 0 | 63,699 | 3.0% | 08 May, 2026 |
| 7 | Richard Jonathan Burns | Director | 19,333 | 0 | 19,333 | 0.9% | 08 May, 2026 |
| 8 | Darla Romfo | Director | 17,738 | 0 | 17,738 | 0.8% | 08 May, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 06 May, 2026 | Brian D Dunn | Director | Acquired A | 10,432 | $0.00 | $0 | 63,699 | Direct |
| 06 May, 2026 | Richard Jonathan Burns | Director | Acquired A | 4,322 | $0.00 | $0 | 19,333 | Direct |
| 06 May, 2026 | Darla Romfo | Director | Acquired A | 4,322 | $0.00 | $0 | 17,738 | Direct |
| 10 Dec, 2025 | Richard R Iii Hough | Chairman And Ceo | Acquired A | 509,481 | $0.00 | $0 | 509,481 | Direct |
| 10 Dec, 2025 | Richard R Iii Hough | Chairman And Ceo | Acquired A | 477,638 | $0.00 | $0 | 477,638 | Direct |
| 03 Dec, 2025 | Scott A Gerard | Chief Financial Officer | Acquired A | 10,922 | $0.00 | $0 | 161,658 | Direct |
| 03 Dec, 2025 | Scott A Gerard | Chief Financial Officer | Acquired A | 10,922 | $0.00 | $0 | 161,658 | Direct |
| 26 Nov, 2025 | John Allen Gray | Managing Director | Acquired P | 15,000 | $13.66 | $204.90K | 36,110 | Direct |
| 28 Nov, 2025 | John Allen Gray | Managing Director | Acquired P | 5,500 | $13.83 | $76.07K | 41,610 | Direct |
| 01 Dec, 2025 | John Allen Gray | Managing Director | Acquired P | 1,285 | $13.85 | $17.80K | 42,895 | Direct |
| 05 May, 2025 | Richard Jonathan Burns | Director | Acquired A | 3,155 | $0.00 | $0 | 15,011 | Direct |
| 05 May, 2025 | Brian D Dunn | Director | Acquired A | 7,571 | $0.00 | $0 | 53,267 | Direct |
| 05 May, 2025 | Darla Romfo | Director | Acquired A | 3,155 | $0.00 | $0 | 13,416 | Direct |
| 30 Apr, 2024 | Path Smaller Companies Fund, Lp Long | TenPercentOwner | Acquired P | 5,112 | $15.05 | $76.94K | 940,798 | Direct |
| 30 Apr, 2024 | Path Smaller Companies Fund, Lp Long | TenPercentOwner | Acquired P | 5,112 | $15.05 | $76.94K | 940,798 | Direct |
| 01 May, 2024 | Scott A Gerard | Chief Financial Officer | Acquired A | 13,652 | $0.00 | $0 | 150,736 | Direct |
| 30 Apr, 2024 | Path Smaller Companies Fund, Lp Long | TenPercentOwner | Acquired P | 5,112 | $15.05 | $76.94K | 940,798 | Direct |
| 30 Apr, 2024 | Path Smaller Companies Fund, Lp Long | TenPercentOwner | Acquired P | 5,112 | $15.05 | $76.94K | 940,798 | Direct |
| 01 May, 2024 | John Allen Gray | Managing Director | Acquired A | 3,413 | $0.00 | $0 | 125,196 | Direct |
| 01 May, 2024 | Richard R Iii Hough | Chairman And Ceo | Acquired A | 34,130 | $0.00 | $0 | 642,754 | Direct |