Source-grounded facts extracted from ALLIANCEBERNSTEIN HOLDING L.P.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
ALLIANCEBERNSTEIN HOLDING L.P. reported financial results for the quarter ended March 31, 2026.
“AllianceBernstein L.P. and AllianceBernstein Holding L.P. (collectively, “AB”) are furnishing their news release issued on April 28, 2026 announcing financial and operating results for the quarter ended March 31, 2026”
Robin Raju was appointed as Non-Independent Director at ALLIANCEBERNSTEIN HOLDING L.P..
“Robin Raju, age 43, Chief Financial Officer of EQH, was appointed to the Board as a Non-Independent Director, effective May 22, 2025.”
Jeff Hurd resigned as Non-Independent Director at ALLIANCEBERNSTEIN HOLDING L.P..
“accepted the resignation as a Non-Independent Director of Jeff Hurd, Chief Operating Officer of Equitable Holdings, Inc. (“EQH”) effective May 22, 2025.”
Alexis Luckey was appointed as Chief Accounting Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“In addition, AB appointed Ms. Alexis Luckey, age 42, to the position of Chief Accounting Officer.”
Jackie Marks departed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“Simultaneously, AB mutually agreed to a separation with Ms. Jackie Marks, AB’s CFO since March 1, 2024, effective March 12, 2025.”
Bruce Holley was appointed as Director at ALLIANCEBERNSTEIN HOLDING L.P..
“Effective May 15, 2024, Bruce Holley, Managing Director of Alvarez & Marsal’s Financial Services Industry practice, joined the Board and the Audit and Risk Committee of the Board.”
ALLIANCEBERNSTEIN HOLDING L.P. reported the quarter ended March 31, 2024 results: revenue $ 1,104,151, EPS $0.67 per Unit.
“Unit and distributions to unitholders rose by 11%." (US $ Thousands except per Unit amounts) 1Q 2024 1Q 2023 % Change 4Q 2023 % Change U.S. GAAP Financial Measures Net revenues $ 1,104,151 $ 1,024,091 7.8 % $ 1,090,720 1.2 % Operating income $ 241,997 $ 215,260 12.4 % $ 238,500 1.5 % Operating margin 21.2 % 20.1 % 110 bps 20.6 % 60 bps AB Holding Diluted EPU $ 0.67”
ALLIANCEBERNSTEIN HOLDING L.P. reported financial results for the quarter and year ended December 31, 2023.
“AllianceBernstein L.P. and AllianceBernstein Holding L.P. (collectively, “AB”) are furnishing their news release issued on February 6, 2024 announcing financial and operating results for the fourth quarter and full year ended December 31, 2023”
Nella Domenici resigned as Director at ALLIANCEBERNSTEIN HOLDING L.P..
“Nella Domenici has resigned from the Board of Directors of AllianceBernstein Corporation, general partner of AllianceBernstein L.P. and AllianceBernstein Holding L.P., effective January 16, 2024.”
Bill Siemers changed role as Senior Advisor at ALLIANCEBERNSTEIN HOLDING L.P..
“Bill Siemers will remain acting Interim Chief Financial officer until February 29, 2024, at which point he will transition into the role of a Senior Advisor to AB.”
Jackie Marks was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“On January 8, 2024 AllianceBernstein L.P. (" ABLP ") and AllianceBernstein Holding L.P. (together with ABLP, " AB ") announced the appointment of Jackie Marks as Chief Financial Officer (" CFO "), effective March 1, 2024.”
ALLIANCEBERNSTEIN HOLDING L.P. reported quarter ended September 30, 2023 results: revenue $845,792, EPS $0.65.
“Unit and distributions to unitholders rose by 2%." (US $ Thousands except per Unit amounts) 3Q 2023 3Q 2022 % Change 2Q 2023 % Change U.S. GAAP Financial Measures Net revenues $ 1,032,056 $ 986,984 4.6 % $ 1,008,456 2.3 % Operating income $ 175,250 $ 170,305 2.9 % $ 188,661 (7.1 %) Operating margin 17.2 % 18.3 % (110 bps) 18.4 % (120 bps) AB Holding Diluted EPU $”
Thomas Simeone was appointed as Controller and Chief Accounting Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“On August 21, 2023, Thomas Simeone, age, 45, who joined AllianceBernstein Corporation (the “Corporation”), general partner of AllianceBernstein L.P. (“ABLP”) and AllianceBernstein Holding L.P. (together with ABLP and the Corporation, “AB”), in 2004, and has been Senior Vice President and Assistant Controller of AB since 2018, was appointed Controller and Chief Accounting Officer of AB.”
ALLIANCEBERNSTEIN HOLDING L.P. reported the quarter ended June 30, 2023 results: revenue $ 1,008,456, net income $0.53 per Unit, EPS $0.61 per Unit.
“and distributions to unitholders declined by 14%." (US $ Thousands except per Unit amounts) 2Q 2023 2Q 2022 % Change 1Q 2023 % Change U.S. GAAP Financial Measures Net revenues $ 1,008,456 $ 971,444 3.8 % $ 1,024,091 (1.5 %) Operating income $ 188,661 $ 192,648 (2.1) % $ 215,260 (12.4 %) Operating margin 18.4 % 22.6 % (420 bps) 20.1 % (170 bps) AB Holding Diluted”
Karl Sprules was appointed as Chief Operating Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“AB appointed Karl Sprules, AB's Head of Global Technology & Operations, as Chief Operating Officer, effective immediately.”
William R. Siemers was appointed as Interim Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“AB appointed William R. Siemers, AB's Controller and Chief Accounting Officer, as Interim Chief Financial Officer, effective immediately.”
Kate Burke resigned as Chief Operating Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“On May 31, 2023, Kate Burke notified AllianceBernstein Holding L.P. (“AB”) of her resignation from her positions as Chief Operating Officer and Chief Financial Officer, effective May 31, 2023, to become the president of a large privately-owned asset management firm.”
Kate Burke resigned as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“On May 31, 2023, Kate Burke notified AllianceBernstein Holding L.P. (“AB”) of her resignation from her positions as Chief Operating Officer and Chief Financial Officer, effective May 31, 2023, to become the president of a large privately-owned asset management firm.”
ALLIANCEBERNSTEIN HOLDING L.P. reported the quarter ended March 31, 2023 results: EPS $0.59 per Unit.
“ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES FIRST QUARTER RESULTS GAAP Diluted Net Income of $0.59 per Unit Adjusted Diluted Net Income of $0.66 per Unit Cash Distribution of $0.66 per Unit”
ALLIANCEBERNSTEIN HOLDING L.P. reported financial results for the quarter and year ended December 31, 2022.
“AllianceBernstein L.P. and AllianceBernstein Holding L.P. (collectively, “AB”) are furnishing their news release issued on February 8, 2023 announcing financial and operating results for the fourth quarter and full year ended December 31, 2022 and the availability of Form 10-K for the year ended December 31, 2022 (the “4Q22 Release”).”
ALLIANCEBERNSTEIN HOLDING L.P. reported the quarter ended September 30, 2022 results: revenue $986,984, net income $0.56 per Unit, EPS $0.56.
“and distributions to Unitholders declining by 28%." (US $ Thousands except per Unit amounts) 3Q 2022 3Q 2021 % Change 2Q 2022 % Change U.S. GAAP Financial Measures Net revenues $ 986,984 $ 1,092,832 (9.7) % $ 971,444 1.6 % Operating income $ 170,305 $ 279,650 (39.1) % $ 192,648 (11.6 %) Operating margin 18.3 % 25.7 % (740 bps) 22.6 % (430 bps) AB Holding Diluted”
Bill Siemers changed role as Controller and Chief Accounting Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“On July 6, 2022, Bill Siemers, age 62, who had been serving as the firm’s Interim Chief Financial Officer since March 2022, transitioned his responsibilities as CFO to Ms. Burke.”
Onur Erzan was appointed as Head of Private Wealth at ALLIANCEBERNSTEIN HOLDING L.P..
“On July 6, 2022, Onur Erzan, age 46, who has been functioning as the firm’s Head of Global Client Group, including Institutions and Retail, since joining AB in January 2021, was appointed Head of Private Wealth.”
Kate Burke was appointed as Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“On July 6, 2022, Kate Burke, age 50, was appointed Chief Financial Officer (“ CFO ”) of AllianceBernstein L.P. (“ ABLP ”) and AllianceBernstein Holding L.P.”
Bertram L. Scott resigned as Director at ALLIANCEBERNSTEIN HOLDING L.P..
“Bertram L. Scott has resigned from the Board of Directors of AllianceBernstein Corporation, general partner of AllianceBernstein L.P. and AllianceBernstein Holding L.P., effective March 22, 2022.”
William R. Siemers was appointed as Interim Chief Financial Officer at ALLIANCEBERNSTEIN HOLDING L.P..
“AB Holding appointed William R. Siemers, AB Holding’s Controller and Chief Accounting Officer, as Interim Chief Financial Officer, effective immediately.”
Ali Dibadj resigned as Chief Financial Officer and Head of Strategy at ALLIANCEBERNSTEIN HOLDING L.P..
“On March 22, 2022, Ali Dibadj notified AllianceBernstein Holding L.P. (“AB Holding”) of his resignation from his position as Chief Financial Officer and Head of Strategy, effective March 22, 2022, to become the chief executive officer of another publicly traded company.”
Joan Lamm-Tennant was appointed as Chair of the Boards of Directors at ALLIANCEBERNSTEIN HOLDING L.P..
“Effective October 22, 2021, Joan Lamm-Tennant succeeds Ramon de Oliveira, who served as Chair of the Boards of Directors of Equitable Holdings, Inc. (“Equitable”) and AllianceBernstein Corporation, general partner of AllianceBernstein L.P. and AllianceBernstein Holding L.P. (collectively, the “Company”), since March 2019 when Equitable became an independent company, during which time the Company delivered significant shareholder and unitholder value in a challenging environment.”
Ramon de Oliveira resigned as Chair of the Boards of Directors at ALLIANCEBERNSTEIN HOLDING L.P..
“Mr. de Oliveira resigned after agreeing with the Company that he engaged in communications that were inconsistent with the Company’s standards.”
Todd Walthall was appointed as Director at ALLIANCEBERNSTEIN HOLDING L.P..
“Effective September 21, 2021, Todd Walthall, Executive Vice President of Enterprise Growth at United Healthcare Group, joined the Board”
Paul Audet departed as Director at ALLIANCEBERNSTEIN HOLDING L.P..
“Effective September 21, 2021, Paul Audet departed the Board of Directors”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.