Charles J. Daley Jr.

CIK 1206661 · View on SEC EDGAR ↗

Insider Activist

First SEC filing: July 1, 2010 · Latest: Jan. 5, 2026

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

APAM selling June 4, 2025

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 61 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

61 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
June 4, 2025	APAM	S	15,448	$40.45	$624,872	91,363 Direct	-14.46%	Disposed	4.8% (price as of 2026-08-21)
June 4, 2025	APAM	G	5,000	—	—	106,811 Direct	-4.47%	Disposed	(price as of 2026-08-21)
March 3, 2025	APAM	A	18,456	—	—	111,811 Direct	+19.77%	Acquired	(price as of 2026-08-21)
March 1, 2024	APAM	A	19,272	—	—	93,355 Direct	+26.01%	Acquired	(price as of 2026-08-21)
March 1, 2023	APAM	A	23,022	—	—	74,083 Direct	+45.09%	Acquired	(price as of 2026-08-21)
March 1, 2022	APAM	A	16,787	—	—	51,061 Direct	+48.98%	Acquired	(price as of 2026-08-21)
May 14, 2021	APAM	S	19,930	$51.77	$1,031,776	34,274 Direct	-36.77%	Disposed	-18.1% (price as of 2026-08-21)
March 1, 2021	APAM	A	9,404	—	—	54,204 Direct	+20.99%	Acquired	(price as of 2026-08-21)
Feb. 24, 2020	APAM	D	37,729	$34.96	$1,319,006	60,050 Direct	-38.59%	Disposed	21.2% (price as of 2026-08-21)
Feb. 24, 2020	APAM	D	37,729	—	—	60,050 Direct	-38.59%	Disposed	(price as of 2026-08-21)
Feb. 18, 2020	APAM	A	4,500	—	—	44,800 Direct	+11.17%	Acquired	(price as of 2026-08-21)
Feb. 19, 2019	APAM	A	5,000	—	—	40,300 Direct	+14.16%	Acquired	(price as of 2026-08-21)
Feb. 16, 2018	APAM	A	6,600	—	—	35,300 Direct	+23.00%	Acquired	(price as of 2026-08-21)
Feb. 28, 2017	APAM	D	37,554	—	—	97,779 Direct	-27.75%	Disposed	(price as of 2026-08-21)
Feb. 28, 2017	APAM	D	37,554	$28.88	$1,084,560	97,779 Direct	-27.75%	Disposed	46.7% (price as of 2026-08-21)
Feb. 16, 2017	APAM	A	5,000	—	—	28,700 Direct	+21.10%	Acquired	(price as of 2026-08-21)
Feb. 16, 2016	APAM	A	10,000	—	—	23,700 Direct	+72.99%	Acquired	(price as of 2026-08-21)
Aug. 17, 2015	APAM	S	5,000	$46.37	$231,850	13,700 Direct	-26.74%	Disposed	-8.6% (price as of 2026-08-21)
March 9, 2015	APAM	D	23,882	$46.08	$1,100,483	135,333 Direct	-15.00%	Disposed	-8.0% (price as of 2026-08-21)
March 9, 2015	APAM	D	23,882	—	—	135,333 Direct	-15.00%	Disposed	(price as of 2026-08-21)
July 15, 2014	APAM	A	8,000	—	—	18,900 Direct	+73.39%	Acquired	(price as of 2026-08-21)
March 12, 2014	APAM	D	28,096	$59.68	$1,676,769	159,215 Direct	-15.00%	Disposed	-29.0% (price as of 2026-08-21)
March 12, 2014	APAM	D	28,096	—	—	159,215 Direct	-15.00%	Disposed	(price as of 2026-08-21)
July 17, 2013	APAM	A	10,500	—	—	10,900 Direct	+2625.00%	Acquired	(price as of 2026-08-21)
March 12, 2013	APAM	A	187,311	—	—	187,311 Direct	—	Acquired	(price as of 2026-08-21)
March 12, 2013	APAM	P	200	$30.00	$6,000	200 Indirect	—	Acquired	41.3% (price as of 2026-08-21)
March 12, 2013	APAM	P	200	$30.00	$6,000	200 Indirect	—	Acquired	41.3% (price as of 2026-08-21)
March 12, 2013	APAM	P	400	$30.00	$12,000	400 Direct	—	Acquired	41.3% (price as of 2026-08-21)
March 12, 2013	APAM	A	187,311	—	—	187,311 Direct	—	Acquired	(price as of 2026-08-21)
June 29, 2010	704051	M	20,251	—	—	0 Direct	-100.00%	Disposed
June 29, 2010	704051	F	18,057	$29.51	$532,862	75,485 Direct	-19.30%	Disposed
June 29, 2010	704051	M	20,251	$26.31	$532,804	93,542 Direct	+27.63%	Acquired
May 17, 2010	704051	A	10,388	—	—	10,388 Direct	—	Acquired
May 17, 2010	704051	A	13,534	—	—	73,275 Direct	+22.65%	Acquired
Nov. 24, 2009	704051	G	348	$28.90	$10,057	59,688 Direct	-0.58%	Disposed
July 27, 2009	704051	A	9,500	—	—	59,998 Direct	+18.81%	Acquired
July 27, 2009	704051	A	35,000	—	—	35,000 Direct	—	Acquired
May 18, 2009	704051	A	12,230	—	—	50,469 Direct	+31.98%	Acquired
July 21, 2008	704051	A	30,000	—	—	30,000 Direct	—	Acquired
July 21, 2008	704051	A	8,450	—	—	38,116 Direct	+28.48%	Acquired
June 9, 2008	704051	M	15,000	—	—	0 Direct	-100.00%	Disposed
June 9, 2008	704051	S 10b5-1	400	$53.11	$21,244	29,655 Direct	-1.33%	Disposed
June 9, 2008	704051	S 10b5-1	200	$53.10	$10,620	30,055 Direct	-0.66%	Disposed
June 9, 2008	704051	S 10b5-1	340	$53.09	$18,051	30,255 Direct	-1.11%	Disposed
June 9, 2008	704051	S 10b5-1	60	$53.05	$3,183	30,595 Direct	-0.20%	Disposed
June 9, 2008	704051	S 10b5-1	200	$53.00	$10,600	30,655 Direct	-0.65%	Disposed
June 9, 2008	704051	S 10b5-1	300	$52.99	$15,897	30,855 Direct	-0.96%	Disposed
June 9, 2008	704051	S 10b5-1	400	$52.98	$21,192	31,155 Direct	-1.27%	Disposed
June 9, 2008	704051	S 10b5-1	400	$52.83	$21,132	31,555 Direct	-1.25%	Disposed
June 9, 2008	704051	S 10b5-1	200	$52.77	$10,554	31,955 Direct	-0.62%	Disposed
June 9, 2008	704051	F	9,831	$53.81	$529,006	32,155 Direct	-23.41%	Disposed
June 9, 2008	704051	M	15,000	$35.27	$529,050	41,986 Direct	+55.58%	Acquired
May 16, 2008	704051	A	4,268	—	—	26,982 Direct	+18.79%	Acquired
May 16, 2008	704051	A	4,268	—	—	22,756 Direct	+23.09%	Acquired
July 18, 2007	704051	A	30,000	—	—	30,000 Direct	—	Acquired
June 1, 2007	704051	M	12,001	—	—	0 Direct	-100.00%	Disposed
June 1, 2007	704051	S	2,000	$100.66	$201,320	22,675 Direct	-8.11%	Disposed
June 1, 2007	704051	S	2,000	$100.59	$201,180	24,675 Direct	-7.50%	Disposed
June 1, 2007	704051	S	3,000	$100.62	$301,860	26,675 Direct	-10.11%	Disposed
June 1, 2007	704051	F	2,817	$101.67	$286,404	29,675 Direct	-8.67%	Disposed
June 1, 2007	704051	M	12,001	$23.87	$286,464	32,492 Direct	+58.57%	Acquired
May 16, 2007	704051	A	1,987	—	—	20,489 Direct	+10.74%	Acquired
Nov. 29, 2006	704051	A	25,000	—	—	25,000 Direct	—	Acquired
May 16, 2006	704051	A	1,586	—	—	18,472 Direct	+9.39%	Acquired
March 27, 2006	704051	M	7,500	—	—	0 Direct	-100.00%	Disposed
March 27, 2006	704051	S	300	$128.10	$38,430	16,888 Direct	-1.75%	Disposed
March 27, 2006	704051	S	1,700	$128.00	$217,600	17,188 Direct	-9.00%	Disposed
March 27, 2006	704051	F	1,215	$126.42	$153,600	18,888 Direct	-6.04%	Disposed
March 27, 2006	704051	M	7,500	$20.49	$153,675	20,103 Direct	+59.51%	Acquired
Nov. 29, 2005	704051	A	10,000	—	—	10,000 Direct	—	Acquired
Oct. 17, 2005	704051	A	30,000	—	—	30,000 Direct	—	Acquired
May 16, 2005	704051	A	1,086	—	—	12,582 Direct	+9.45%	Acquired
Feb. 8, 2005	704051	M	3,000	$20.49	$61,470	12,251 Direct	+32.43%	Acquired
Feb. 8, 2005	704051	F	765	$80.17	$61,330	11,486 Direct	-6.24%	Disposed
Feb. 8, 2005	704051	M	3,000	—	—	7,500 Direct	-28.57%	Disposed
July 20, 2004	704051	A	3,400	—	—	3,400 Direct	—	Acquired
May 14, 2004	704051	A	690	—	—	6,164 Direct	+12.61%	Acquired
Feb. 9, 2004	704051	M	1,000	—	—	7,000 Direct	-12.50%	Disposed
Feb. 9, 2004	704051	F	340	$88.67	$30,148	5,468 Direct	-5.85%	Disposed
Feb. 9, 2004	704051	M	1,000	$30.74	$30,740	5,808 Direct	+20.80%	Acquired
May 8, 2003	704051	M	3,000	$21.78	$65,340	4,766 Direct	+169.88%	Acquired

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Feb. 24, 2020	APAM	Class B Common Units of Artisan Partners Holdings LP	Class A Common Stock, par value $0.01 per share (37,729)	—	—	37,729	Disposed
Feb. 28, 2017	APAM	Class B Common Units of Artisan Partners Holdings LP	Class A Common Stock, par value $0.01 per share (37,554)	—	—	37,554	Disposed
March 9, 2015	APAM	Class B Common Units of Artisan Partners Holdings LP	Class A Common Stock, par value $0.01 per share (23,882)	—	—	23,882	Disposed
March 12, 2014	APAM	Class B Common Units of Artisan Partners Holdings LP	Class A Common Stock, par value $0.01 per share (28,096)	—	—	28,096	Disposed
March 12, 2013	APAM	Class B Common Units of Artisan Partners Holdings LP	Class A Common Stock, par value $0.01 per share (187,311)	—	—	187,311	Acquired
June 29, 2010	704051	Stock Options (Right to Buy) [F2]	Common Stock (20,251)	$26.31	July 22, 2010	20,251	Disposed
May 17, 2010	704051	Stock Options (Right to Buy) [F2]	Common Stock (10,388)	$33.25	May 17, 2018	10,388	Acquired
July 27, 2009	704051	Stock Options (Right to Buy) [F2]	Common Stock (35,000)	$27.45	July 22, 2017	35,000	Acquired
July 21, 2008	704051	Stock Options (Right to Buy) [F2]	Common Stock (30,000)	$33.97	July 22, 2016	30,000	Acquired
June 9, 2008	704051	Stock Options (Right to Buy) [F3]	Common Stock (15,000)	$35.27	July 22, 2008	15,000	Disposed
July 18, 2007	704051	Stock Options Right to Buy [F2]	Common Stock (30,000)	$100.77	July 17, 2015	30,000	Acquired
June 1, 2007	704051	Stock Options (Right to buy) [F2]	Common Stock (12,001)	$23.87	July 22, 2007	12,001	Disposed
Nov. 29, 2006	704051	Stock Options (Right to buy) [F2]	Common Stock (25,000)	$95.66	July 22, 2014	25,000	Acquired
March 27, 2006	704051	Stock Options (Right to buy) [F2]	Common Stock (7,500)	$20.49	July 22, 2006	7,500	Disposed
Nov. 29, 2005	704051	Stock Options (Right to buy) [F2]	Common Stock (10,000)	$122.91	July 22, 2013	10,000	Acquired
Oct. 17, 2005	704051	Stock Options (Right to buy) [F2]	Common Stock (30,000)	$104.00	Oct. 17, 2013	30,000	Acquired
Feb. 8, 2005	704051	Stock Options (Right to buy) [F2]	Common Stock (3,000)	$20.49	July 22, 2006	3,000	Disposed
July 20, 2004	704051	Stock Options	Common Stock (3,400)	$78.11	July 19, 2012	3,400	Acquired
Feb. 9, 2004	704051	Stock Options (Right to buy)	Common Stock (1,000)	$30.74	July 22, 2006	1,000	Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Ownership
Feb. 24, 2010	DMO	Common Stock	Indirect
Nov. 20, 2009	GDO	Common Stock	Indirect
June 12, 2009	IGI	Common Stock	Indirect

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

APAM

CFO

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2025	$300,000	—	$816,493	—	$1,821,750	—	$117,980	$3,056,223
2024	$300,000	—	$808,653	—	$1,735,000	—	$114,600	$2,958,253
2023	$300,000	—	$805,540	—	$1,613,000	—	$102,441	$2,820,981

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.