Jason A. Gottlieb

CIK 1695089 · View on SEC EDGAR ↗

Insider Activist

First SEC filing: Feb. 6, 2017 · Latest: Jan. 5, 2026

On this page

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 27 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

27 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Nov. 2, 2020 APAM S 10,000 $41.55 $415,500 81,828 Direct -10.89% Disposed 2.0% (price as of 2026-08-21)
March 13, 2019 APAM S 10,000 $26.18 $261,800 101,710 Direct -8.95% Disposed 61.9% (price as of 2026-08-21)

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. 18, 2025 APAM Restricted Share Units Class A Common Stock, par value $0.01 per share (26,982) 26,982 Acquired
Feb. 18, 2025 APAM Performance Share Units Class A Common Stock, par value $0.01 per share (35,975) 35,975 Disposed
Feb. 15, 2024 APAM Restricted Share Units Class A Common Stock, par value $0.01 per share (14,106) 14,106 Acquired
Feb. 15, 2024 APAM Performance Share Units Class A Common Stock, par value $0.01 per share (28,212) 28,212 Disposed
Feb. 15, 2023 APAM Restricted Share Units Class A Common Stock, par value $0.01 per share (22,500) 22,500 Acquired
Feb. 15, 2023 APAM Performance Share Units Class A Common Stock, par value $0.01 per share (30,000) 30,000 Disposed
March 1, 2022 APAM Performance Share Units Class A Common Stock, par value $0.01 per share (35,976) 35,976 Acquired
March 1, 2021 APAM Performance Share Units Class A Common Stock, par value $0.01 per share (28,211) 28,211 Acquired
Feb. 18, 2020 APAM Performance Share Units Class A Common Stock, par value $0.01 per share (30,000) 30,000 Acquired

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

Initial ownership (Form 3) 1 holding

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

Date Ticker Security Shares Ownership
Feb. 6, 2017 APAM Class A Common Stock, par value $0.01 per share 36,232 Direct

Compensation (DEF 14A)

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

APAM

CEO
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $300,000 $1,548,400 $3,570,000 $63,736 $5,482,136
2024 $300,000 $1,506,868 $3,400,000 $63,127 $5,269,995
2023 $300,000 $1,413,596 $3,200,000 $56,524 $4,970,120

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