secwatch / observer

Artisan Partners Asset Management Inc. — fact timeline

Source-grounded facts extracted from Artisan Partners Asset Management Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

APAM Artisan Partners Asset Management Inc. JSON
Earnings Releases

Artisan Partners Asset Management Inc. reported the quarter ended March 31, 2026 results: revenue $303.0, net income $58.0, EPS $0.76.

“or as otherwise noted) Assets Under Management (amounts in billions) Ending $ 173.0 $ 179.9 $ 162.4 Average 182.4 180.9 166.7 Consolidated Financial Results (GAAP) Revenues $ 303.0 $ 335.5 $ 277.1 Operating income 94.2 131.5 86.5 Operating margin 31.1 % 39.2 % 31.2 % Net income attributable to Artisan Partners Asset Management Inc. $ 58.0 $ 94.8 $ 61.1 Basic”
Debt Financings

Artisan Partners Asset Management Inc. incurred senior notes of $50 million with note purchasers at 5.43% per annum maturing August 16, 2030.

“Holdings agreed to issue $50 million of Series G Senior Notes in a private placement transaction on August 15, 2025”

Jason A. Gottlieb was elected as Director at Artisan Partners Asset Management Inc..

“it is expected that Mr. Gottlieb will also be elected to the Board.”

Stephanie DiMarco changed role as Lead Independent Director at Artisan Partners Asset Management Inc..

“Ms. DiMarco, currently Chair of the Board, will transition to Lead Independent Director as of the Transition Date.”

Eric R. Colson was appointed as Executive Chair and Chair of the Board at Artisan Partners Asset Management Inc..

“the Board has appointed Mr. Colson Executive Chair and Chair of the Board, effective as of Transition Date.”

Jason A. Gottlieb was appointed as Chief Executive Officer at Artisan Partners Asset Management Inc..

“the Company’s board of directors (the “Board”) appointed Jason A. Gottlieb, currently President of the Company, to succeed Eric R. Colson as Chief Executive Officer effective June 4, 2025”
Earnings Releases

Artisan Partners Asset Management Inc. reported financial results for the three months ended March 31, 2024.

“On April 23, 2024 , Artisan Partners Asset Management Inc. (the “Company”) issued a press release announcing the availability of certain consolidated financial and operating results for the three months ended March 31, 2024.”
Earnings Releases

Artisan Partners Asset Management Inc. reported financial results for the three months and year ended December 31, 2023.

“On January 30, 2024, Artisan Partners Asset Management Inc. (the “Company”) issued a press release announcing the availability of certain consolidated financial and operating results for the three months and year ended December 31, 2023.”

Andrew A. Ziegler retired as director at Artisan Partners Asset Management Inc..

“On November 27, 2023, Andrew A. Ziegler notified Artisan Partners Asset Management Inc. (the “Company”) of his decision to retire from the board of directors of the Company, effective November 27, 2023.”
Earnings Releases

Artisan Partners Asset Management Inc. reported financial results for three and nine months ended September 30, 2023.

“On October 31, 2023 , Artisan Partners Asset Management Inc. (the “Company”) issued a press release announcing the availability of certain consolidated financial and operating results for the three and nine months ended September 30, 2023.”
Earnings Releases

Artisan Partners Asset Management Inc. reported three and six months ended June 30, 2023 results: revenue $242.9, net income $53.6, EPS 0.76.

“Under Management (amounts in billions) Ending $ 143.0 $ 138.5 $ 130.5 $ 143.0 $ 130.5 Average 139.3 135.4 143.9 137.4 153.0 Consolidated Financial Results (GAAP) Revenues $ 242.9 $ 234.5 $ 251.4 $ 477.4 $ 533.0 Operating income 76.7 68.3 88.4 145.0 195.4 Operating margin 31.6 % 29.1 % 35.2 % 30.4 % 36.7 % Net income attributable to Artisan Partners Asset”
Shareholder Votes

Artisan Partners Asset Management Inc. shareholders approved Ratification of the Appointment of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for 2023.

“5. Ratification of the Appointment of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for 2023: Ratified. For Against Abstain 72,635,107 1,913,024 86,148”
Shareholder Votes

Artisan Partners Asset Management Inc. shareholders approved Approval of the Artisan Partners Asset Management Inc. 2023 Non-Employee Director Plan.

“4. Approval of the Artisan Partners Asset Management Inc. 2023 Non-Employee Director Plan: Approved. For Against Abstain Broker Non-Votes 64,983,409 4,696,728 133,200 4,820,942”
Shareholder Votes

Artisan Partners Asset Management Inc. shareholders approved Approval of the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan.

“3. Approval of the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan: Approved. For Against Abstain Broker Non-Votes 65,761,292 3,897,536 154,509 4,820,942”
Shareholder Votes

Artisan Partners Asset Management Inc. shareholders approved Advisory Vote on Compensation of Named Executive Officers.

“2. Advisory Vote on Compensation of Named Executive Officers: Approved. For Against Abstain Broker Non-Votes 64,550,176 5,137,778 125,383 4,820,942”
Shareholder Votes

Artisan Partners Asset Management Inc. shareholders approved Election of Directors.

“1. Election of Directors: Each of the eight nominees was re-elected. Nominees For Withheld Broker Non-Votes Jennifer A. Barbetta 68,261,991 1,551,346 4,820,942 Matthew R. Barger 68,495,185 1,318,152 4,820,942 Eric R. Colson 68,807,255 1,006,082 4,820,942 Tench Coxe 68,129,941 1,683,396 4,820,942 Stephanie G. DiMarco 68,398,803 1,414,534 4,820,942 Jeffrey A. Joerres 68,215,144 1,598,193 4,820,942 Saloni S. Multani 69,168,991 644,346 4,820,942 Andrew A. Ziegler 68,769,502 1,043,835 4,820,942”
Earnings Releases

Artisan Partners Asset Management Inc. reported financial results for the three months ended March 31, 2023.

“On May 2, 2023 , Artisan Partners Asset Management Inc. (the “Company”) issued a press release announcing the availability of certain consolidated financial and operating results for the three months ended March 31, 2023.”

Laura E. Simpson was appointed as Executive Vice President, Chief Legal Officer and Corporate Secretary at Artisan Partners Asset Management Inc..

“Laura E. Simpson, general counsel of Artisan Partners, will transition into the role of Executive Vice President, Chief Legal Officer and Corporate Secretary.”

Sarah A. Johnson retired as Executive Vice President, Chief Legal Officer and Secretary at Artisan Partners Asset Management Inc..

“On April 6, 2023, Sarah A. Johnson, Executive Vice President, Chief Legal Officer and Secretary of Artisan Partners Asset Management Inc. (the “Company”), provided notice of her intention to retire effective March 1, 2024.”
Earnings Releases

Artisan Partners Asset Management Inc. reported For the Years Ended December 31, 2022 results: revenue $ 993.3.

“For the Three Months Ended For the Years Ended December 31, September 30, December 31, December 31, December 31, 2022 2022 2021 2022 2021 (unaudited, in millions except per share amounts or as otherwise noted) Assets Under Management (amounts in billions) Ending $ 127.9 $ 120.6 $ 174.8 $ 127.9 $ 174.8 Average 127.4 132.9 175.9 141.5 171.8 Consolidated Financial Results (GAAP) Revenues $ 226.0 $ 234.3 $ 315.0 $ 993.3 $ 1,227.2”
Earnings Releases

Artisan Partners Asset Management Inc. reported For the Three Months Ended December 31, 2022 results: revenue $ 226.0.

“For the Three Months Ended For the Years Ended December 31, September 30, December 31, December 31, December 31, 2022 2022 2021 2022 2021 (unaudited, in millions except per share amounts or as otherwise noted) Assets Under Management (amounts in billions) Ending $ 127.9 $ 120.6 $ 174.8 $ 127.9 $ 174.8 Average 127.4 132.9 175.9 141.5 171.8 Consolidated Financial Results (GAAP) Revenues $ 226.0 $ 234.3 $ 315.0 $ 993.3 $ 1,227.2”

Samuel B. Sellers was appointed as Executive Vice President and Chief Operating Officer at Artisan Partners Asset Management Inc..

“On January 10, 2023, the board of directors of Artisan Partners Asset Management Inc. (the “Company”) appointed Samuel B. Sellers to serve as Executive Vice President of the Company.”
Earnings Releases

Artisan Partners Asset Management Inc. reported financial results for the three and nine months ended September 30, 2022.

“On November 1, 2022 , Artisan Partners Asset Management Inc. (the “Company”) issued a press release announcing the availability of certain consolidated financial and operating results for the three and nine months ended September 30, 2022.”

Saloni S. Multani was appointed as Director at Artisan Partners Asset Management Inc..

“On August 2, 2021, the Board of Directors of the Company approved, effective August 13, 2021, an increase in the size of the Board from seven to eight directors and appointed Saloni S. Multani to fill the newly-created vacancy on the Board.”

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.