{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-28T15:37:59.622484+00:00","company":{"ticker":"BAM","cik":1937926,"company_name":"Brookfield Asset Management Ltd."},"pagination":{"limit":100,"returned":11,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"lender":[{"display_name":"Computershare Trust Company of Canada and Computershare Trust Company, National Association","detail":"senior_notes","count":2,"first_seen":"2025-04-24T23:59:59+00:00","last_seen":"2026-04-17T23:59:59+00:00","evidence_fact_ids":[29834,102419]},{"display_name":"Computershare Trust Company of Canada, as Canadian Trustee, and Computershare Trust Company, National Association","detail":"senior_notes","count":1,"first_seen":"2025-09-09T23:59:59+00:00","last_seen":"2025-09-09T23:59:59+00:00","evidence_fact_ids":[41707]}]},"facts":[{"fact_type":"shareholder_vote","fact_key":"22363b30dc5dded0b1147608ca649c35b1968be8","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2026-05-08T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-07","outcome":"passed","proposal_text":"Approval of Amendments to Escrowed Stock Plan","proposal_type":"equity_plan","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":null,"votes_against":"6,545,800 (0.44%)","votes_for":"1,489,518,171 (99.56%)","votes_withheld":null}]},"claim":"Brookfield Asset Management Ltd. shareholders approved Approval of Amendments to Escrowed Stock Plan at the 2026-05-07 meeting.","evidence_excerpt":"Approval of Amendments to Escrowed Stock Pla n. The resolution approving amendments to the Escrowed Stock Plan, as set out in the Circular, was approved by the majority of both the holders of Class A Shares and Class B Shares.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-26-058048","anchor_url":"https://secwatch.observer/filing/0001104659-26-058048#claim-22363b30dc5dded0b1147608ca649c35b1968be8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465926058048/0001104659-26-058048-index.htm"},{"fact_type":"shareholder_vote","fact_key":"d410913cf625e1f2d7f7020916a12bf468f1073f","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2026-05-08T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-07","outcome":"passed","proposal_text":"Adoption of a New Management Share Option Plan","proposal_type":"equity_plan","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":null,"votes_against":"7,162,291 (0.48%)","votes_for":"1,488,900,909 (99.52%)","votes_withheld":null}]},"claim":"Brookfield Asset Management Ltd. shareholders approved Adoption of a New Management Share Option Plan at the 2026-05-07 meeting.","evidence_excerpt":"Adoption of a New Management Share Option Plan. The resolution approving the new Management Share Option Plan, as set out in the Management Information Circular dated March 23, 2026 (the “Circular”), was approved by the majority of both the holders of Class A Shares and Class B Shares.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-26-058048","anchor_url":"https://secwatch.observer/filing/0001104659-26-058048#claim-d410913cf625e1f2d7f7020916a12bf468f1073f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465926058048/0001104659-26-058048-index.htm"},{"fact_type":"shareholder_vote","fact_key":"26b50c8b4a8ff059d7be42197d8b819eec2d22ea","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2026-05-08T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-07","outcome":"passed","proposal_text":"Say on Pay Resolution","proposal_type":"say_on_pay","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":null,"votes_against":"9,509,559 (0.64%)","votes_for":"1,486,553,640 (99.36%)","votes_withheld":null}]},"claim":"Brookfield Asset Management Ltd. shareholders approved Say on Pay Resolution at the 2026-05-07 meeting.","evidence_excerpt":"Say on Pay Resolution. The resolution passing an advisory resolution on BAM’s Approach to Executive Compensation was approved by the majority of the holders of Class A Shares.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-26-058048","anchor_url":"https://secwatch.observer/filing/0001104659-26-058048#claim-26b50c8b4a8ff059d7be42197d8b819eec2d22ea","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465926058048/0001104659-26-058048-index.htm"},{"fact_type":"shareholder_vote","fact_key":"88fb90fdad40b7a2e89b9fed61f4deecf780be39","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2026-05-08T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-07","outcome":"passed","proposal_text":"Appointment of External Auditor","proposal_type":"auditor_ratification","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":null,"votes_against":null,"votes_for":"1,507,946,106 (99.96%)","votes_withheld":"662,040 (0.04%)"}]},"claim":"Brookfield Asset Management Ltd. shareholders approved Appointment of External Auditor at the 2026-05-07 meeting.","evidence_excerpt":"Appointment of External Auditor. The resolution to reappoint Deloitte LLP as the external auditor of BAM to hold office until the next annual meeting of BAM’s shareholders and to authorize the directors to fix the remuneration to be paid to the external auditor was approved by the majority of both the holders of Class A Shares and Class B Shares.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-26-058048","anchor_url":"https://secwatch.observer/filing/0001104659-26-058048#claim-88fb90fdad40b7a2e89b9fed61f4deecf780be39","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465926058048/0001104659-26-058048-index.htm"},{"fact_type":"shareholder_vote","fact_key":"4f22107ac7b199d6ad9cb89d153ffadfdb2b0666","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2026-05-08T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-07","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","results":[{"broker_non_votes":null,"subject":"Barry Blattman","votes_abstain":null,"votes_against":null,"votes_for":"1,466,816,702 (98.05%)","votes_withheld":"29,246,506 (1.95%)"},{"broker_non_votes":null,"subject":"Angela F. Braly","votes_abstain":null,"votes_against":null,"votes_for":"1,494,995,659 (99.93%)","votes_withheld":"1,067,549 (0.07%)"},{"broker_non_votes":null,"subject":"Marcel R. Coutu","votes_abstain":null,"votes_against":null,"votes_for":"1,492,713,148 (99.78%)","votes_withheld":"3,350,060 (0.22%)"},{"broker_non_votes":null,"subject":"Scott Cutler","votes_abstain":null,"votes_against":null,"votes_for":"1,492,536,152 (99.76%)","votes_withheld":"3,527,056 (0.24%)"},{"broker_non_votes":null,"subject":"Bruce Flatt","votes_abstain":null,"votes_against":null,"votes_for":"1,470,142,580 (98.27%)","votes_withheld":"25,920,628 (1.73%)"},{"broker_non_votes":null,"subject":"Oliva (Liv) Garfield","votes_abstain":null,"votes_against":null,"votes_for":"1,472,271,618 (98.41%)","votes_withheld":"23,791,590 (1.59%)"},{"broker_non_votes":null,"subject":"Nili Gilbert","votes_abstain":null,"votes_against":null,"votes_for":"1,492,679,497 (99.77%)","votes_withheld":"3,383,711 (0.23%)"},{"broker_non_votes":null,"subject":"Keith Johnson","votes_abstain":null,"votes_against":null,"votes_for":"1,494,988,309 (99.93%)","votes_withheld":"1,074,899 (0.07%)"},{"broker_non_votes":null,"subject":"Bruce Karsh","votes_abstain":null,"votes_against":null,"votes_for":"1,469,193,155 (98.20%)","votes_withheld":"26,870,053 (1.80%)"},{"broker_non_votes":null,"subject":"Brian W. Kingston","votes_abstain":null,"votes_against":null,"votes_for":"1,467,042,784 (98.06%)","votes_withheld":"29,020,424 (1.94%)"},{"broker_non_votes":null,"subject":"Cyrus Madon","votes_abstain":null,"votes_against":null,"votes_for":"1,464,943,326 (97.92%)","votes_withheld":"31,119,882 (2.08%)"},{"broker_non_votes":null,"subject":"Diana Noble","votes_abstain":null,"votes_against":null,"votes_for":"1,492,698,060 (99.78%)","votes_withheld":"3,365,148 (0.22%)"}]},"claim":"Brookfield Asset Management Ltd. shareholders approved Election of Directors at the 2026-05-07 meeting.","evidence_excerpt":"Election of Directors. All of the 12 nominees proposed by management for election to BAM’s Board of Directors were nominated for appointment and elected at the Meeting to hold office until the close of the next annual meeting of BAM’s shareholders.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-26-058048","anchor_url":"https://secwatch.observer/filing/0001104659-26-058048#claim-4f22107ac7b199d6ad9cb89d153ffadfdb2b0666","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465926058048/0001104659-26-058048-index.htm"},{"fact_type":"earnings_release","fact_key":"8445b975f82bdae2d0cabb346f62945322bb6044","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2026-05-08T23:59:59+00:00","payload":{"eps_text":"$0.48","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$586 million","period_text":"First Quarter 2026","report_date":"2026-05-08","result_type":"reported_results","revenue_text":"$772 million"},"claim":"Brookfield Asset Management Ltd. reported First Quarter 2026 results: revenue $772 million, net income $586 million, EPS $0.48.","evidence_excerpt":"Financial Results In the first quarter, we delivered strong results, driven by capital inflows and deployment of capital. Unaudited Three Months Ended Twelve Months Ended For the periods ended March 31 March 31 March 31 March 31 (US$ millions, except per share amounts) 2026 2025 2026 2025 Fee-related earnings 1 $ 772 $ 698 $ 3,069 $ 2,602 Fee-related earnings per share $ 0.48 $ 0.43 $ 1.89 $ 1.60 Distributable earnings 1 $ 702 $ 654 $ 2,743 $ 2,470 Distributable earnings per share $ 0.43 $ 0.40 $ 1.69 $ 1.51 Net income $ 586 $ 507 $ 2,477 $ 2,242 See endnotes Net income was $586 million in the quarter and $2.5 billion over the last twelve months. Fee-related earnings (“FRE”) increased 11% to $772 million or $0.48 per share for the quarter and 18% to $3.1 billion, or $1.89 per share over the last twelve months. Distributable earnings (“DE”) were $702 million, or $0.43 per share in the quarter and $2.7 billion, or $1.69 per share over the last twelve months, up 7% and 11%, respectively.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001171843-26-003183","anchor_url":"https://secwatch.observer/filing/0001171843-26-003183#claim-8445b975f82bdae2d0cabb346f62945322bb6044","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000117184326003183/0001171843-26-003183-index.htm"},{"fact_type":"debt_financing","fact_key":"77feab121e2a846c951e52e9e7ba86db42f9a01b","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2026-04-17T23:59:59+00:00","payload":{"counterparty":"Computershare Trust Company of Canada (Canadian Trustee) and Computershare Trust Company, National Association (U.S. Trustee)","effective_date":"2026-04-17","event":"incurrence","instrument_type":"senior_notes","interest_rate_text":"4.832%","item_codes_triggered":["2.03"],"maturity_text":"April 15, 2031","principal_text":"$550,000,000"},"claim":"Brookfield Asset Management Ltd. incurred senior notes of $550,000,000 with Computershare Trust Company of Canada (Canadian Trustee) and Computershare Trust Company, National Association (U.S. Trustee) at 4.832% maturing April 15, 2031.","evidence_excerpt":"On April 17 , 2026, Brookfield Asset Management Ltd. (“ BAM ”) completed its offering of US$ 550,000,000 aggregate principal amount of 4.832 % senior notes due 2031","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-26-044893","anchor_url":"https://secwatch.observer/filing/0001104659-26-044893#claim-77feab121e2a846c951e52e9e7ba86db42f9a01b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465926044893/0001104659-26-044893-index.htm"},{"fact_type":"debt_financing","fact_key":"f8d56e8bba16b5b2d9cf993a817b1b54c3ebebe7","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2025-09-09T23:59:59+00:00","payload":{"counterparty":"Computershare Trust Company of Canada, as Canadian Trustee, and Computershare Trust Company, National Association, as U.S. trustee","effective_date":"2025-09-09","event":"incurrence","instrument_type":"senior_notes","interest_rate_text":"6.077% per annum","item_codes_triggered":["2.03"],"maturity_text":"September 15, 2055","principal_text":"US$ 750,000,000 aggregate principal amount"},"claim":"Brookfield Asset Management Ltd. incurred senior notes of US$ 750,000,000 aggregate principal amount with Computershare Trust Company of Canada, as Canadian Trustee, and Computershare Trust Company, National Association, as U.S. trustee at 6.077% per annum maturing September 15, 2055.","evidence_excerpt":"completed its offering of US$ 750,000,000 aggregate principal amount of 6.077% notes due 2055","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-25-088626","anchor_url":"https://secwatch.observer/filing/0001104659-25-088626#claim-f8d56e8bba16b5b2d9cf993a817b1b54c3ebebe7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465925088626/0001104659-25-088626-index.htm"},{"fact_type":"governance_change","fact_key":"f54c703a7894dcf46bdbe453100eddfa26c0ed40","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2025-06-26T23:59:59+00:00","payload":{"change_type":"code_of_ethics","effective_date":"2025-05-05","item_codes_triggered":["5.05"],"summary_text":"Non-substantive clean-up and clarifying amendments to the Code of Business Conduct and Ethics."},"claim":"Brookfield Asset Management Ltd.: Non-substantive clean-up and clarifying amendments to the Code of Business Conduct and Ethics (effective 2025-05-05).","evidence_excerpt":"The amendments are non- substantive clean-up and clarifying changes.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001171843-25-004151","anchor_url":"https://secwatch.observer/filing/0001171843-25-004151#claim-f54c703a7894dcf46bdbe453100eddfa26c0ed40","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000117184325004151/0001171843-25-004151-index.htm"},{"fact_type":"debt_financing","fact_key":"aca1de3cf0f84feef25e8222c6a6d857a1a74d22","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2025-04-24T23:59:59+00:00","payload":{"counterparty":"Computershare Trust Company of Canada and Computershare Trust Company, National Association","effective_date":"2025-04-24","event":"incurrence","instrument_type":"senior_notes","interest_rate_text":"5.795% per annum","item_codes_triggered":["2.03"],"maturity_text":"April 24, 2035","principal_text":"$750,000,000 aggregate principal amount"},"claim":"Brookfield Asset Management Ltd. incurred senior notes of $750,000,000 aggregate principal amount with Computershare Trust Company of Canada and Computershare Trust Company, National Association at 5.795% per annum maturing April 24, 2035.","evidence_excerpt":"On April 24, 2025, Brookfield Asset Management Ltd. (“BAM”) completed its inaugural offering of US$750,000,000 aggregate principal amount of 5.795% notes due 2035 (the “Notes”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-092426","anchor_url":"https://secwatch.observer/filing/0001193125-25-092426#claim-aca1de3cf0f84feef25e8222c6a6d857a1a74d22","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000119312525092426/0001193125-25-092426-index.htm"},{"fact_type":"governance_change","fact_key":"a79f319be0b182b868f04e526b39250acecd5c9f","cik":1937926,"ticker":"BAM","company_name":"Brookfield Asset Management Ltd.","filed_at":"2025-02-05T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":null,"item_codes_triggered":["5.03"],"summary_text":"Amended articles to revise election of directors based on BN's ownership percentage"},"claim":"Brookfield Asset Management Ltd.: Amended articles to revise election of directors based on BN's ownership percentage.","evidence_excerpt":"BAM’s articles were amended to provide that, at any time that: (a) BN (or its successor) and its subsidiaries beneficially own a number of Class A Shares that exceeds 50% of the aggregate number of all the issued and outstanding Class A Shares and Class B Shares as of the record date for any meeting of shareholders, holders of Class A Shares and holders of Class B Shares will vote together as a single class in the election of the Board at such meeting of shareholders","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-25-009249","anchor_url":"https://secwatch.observer/filing/0001104659-25-009249#claim-a79f319be0b182b868f04e526b39250acecd5c9f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1937926/000110465925009249/0001104659-25-009249-index.htm"}]}