Scott A Gerard
Insider
First SEC filing: June 26, 2013 · Latest: June 26, 2013
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 3, 2025 | SAMG | A | 10,922 | · | · | 161,658 Direct | +7.25% | Acquired | (price as of 2026-10-05) |
| Dec. 3, 2025 | SAMG | A | 10,922 | · | · | 161,658 Direct | +7.25% | Acquired | (price as of 2026-10-05) |
| May 1, 2024 | SAMG | A | 13,652 | · | · | 150,736 Direct | +9.96% | Acquired | (price as of 2026-10-05) |
| May 1, 2024 | SAMG | A | 13,652 | · | · | 150,736 Direct | +9.96% | Acquired | (price as of 2026-10-05) |
| April 3, 2023 | SAMG | A | 11,001 | · | · | 137,084 Direct | +8.73% | Acquired | (price as of 2026-10-05) |
| April 3, 2023 | SAMG | A | 11,001 | · | · | 137,084 Direct | +8.73% | Acquired | (price as of 2026-10-05) |
| May 3, 2021 | SAMG | A | 10,784 | · | · | 126,083 Direct | +9.35% | Acquired | (price as of 2026-10-05) |
| May 3, 2021 | SAMG | A | 10,784 | · | · | 126,083 Direct | +9.35% | Acquired | (price as of 2026-10-05) |
| Feb. 29, 2016 | SAMG | A | 1,090 | · | · | 66,630 Direct | +1.66% | Acquired | (price as of 2026-10-05) |
| Feb. 29, 2016 | SAMG | A | 1,090 | · | · | 66,630 Direct | +1.66% | Acquired | (price as of 2026-10-05) |
| Aug. 6, 2015 | SAMG | A | 48,669 | · | · | 115,299 Direct | +73.04% | Acquired | (price as of 2026-10-05) |
| Aug. 6, 2015 | SAMG | A | 48,669 | · | · | 115,299 Direct | +73.04% | Acquired | (price as of 2026-10-05) |
| Aug. 6, 2015 | SAMG | A | 48,669 | · | · | 48,669 Direct | · | Acquired | (price as of 2026-10-05) |
| Feb. 28, 2015 | SAMG | J | 5,215 | · | · | 65,540 Direct | +8.64% | Acquired | (price as of 2026-10-05) |
| Feb. 28, 2015 | SAMG | J | 5,215 | · | · | 65,540 Direct | +8.64% | Acquired | (price as of 2026-10-05) |
| March 19, 2014 | SAMG | J | 2,465 | · | · | 60,325 Direct | +4.26% | Acquired | (price as of 2026-10-05) |
| March 19, 2014 | SAMG | J | 2,465 | · | · | 60,325 Direct | +4.26% | Acquired | (price as of 2026-10-05) |
| July 2, 2013 | SAMG | P | 100 | $11.00 | $1,100 | 100 Direct | · | Acquired | -2.9% (price as of 2026-10-05) |
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 |
|---|---|---|---|---|---|---|---|
| Dec. 3, 2025 | SAMG | Class B Units [F3,F4,F5] | Class A Common Stock, par value $0.01 | · | · | 10,922 | Acquired |
| May 1, 2024 | SAMG | Class B Units [F3,F4,F5] | Class A Common Stock, par value $0.01 | · | · | 13,652 | Acquired |
| April 3, 2023 | SAMG | Class B Units [F3,F4,F5] | Class A Common Stock, par value $0.01 | · | · | 11,001 | Acquired |
| May 3, 2021 | SAMG | Class B Units [F3,F4,F5] | Class A Common Stock, par value $0.01 | · | · | 10,784 | Acquired |
| Feb. 29, 2016 | SAMG | Class B units [F1,F2,F3,F4] | Class A Common Stock, par value $0.01 | · | · | 1,090 | Acquired |
| Aug. 6, 2015 | SAMG | Class B units [F4,F5,F6] | Class A Common Stock, par value $0.01 | · | · | 48,669 | Acquired |
| Aug. 6, 2015 | SAMG | Restricted Stock Units | See footnote [F1] | · | · | 48,669 | Acquired |
| Feb. 28, 2015 | SAMG | Class B units [F1] | Class A Common Stock, par value $0.01 | · | · | 5,215 | Acquired |
| March 19, 2014 | SAMG | Class B units [F1] | Class A Common Stock, par value $0.01 | · | · | 2,465 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 4 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| June 26, 2013 | SAMG | Class B common stock, par value $0.01 [F1,F2] | 57,860 | Direct |
| June 26, 2013 | SAMG | Class B Units [F3,F4,F5] | 57,860 | Direct |
| Nov. 13, 2012 | SAMG | Class B common stock, par value $0.01 [F1,F2] | 54,241 | Direct |
| Nov. 13, 2012 | SAMG | Class B Units [F3,F4,F5] | 54,241 | Direct |