Recent 8-K filings for BAM

• June 23, 2026, 5:08 PM ET other material materiality 0.75 positive item 8.01item 9.01

  DOE conditional $17.5B loan commitment for up to 10 Westinghouse AP1000 reactors

  DOE conditionally commits $17.5B in loans for long-lead equipment for up to 10 Westinghouse AP1000 reactors in the U.S.

• June 9, 2026, 4:30 PM ET M&A materiality 0.60 neutral item 8.01item 9.01

  Brookfield and Mitsubishi HC Capital form JV for European renewable energy platform

  JV will acquire ~570 MW contracted renewable assets with ~EUR 400M equity value across six European countries.

• May 11, 2026, 9:05 AM ET other material materiality 0.80 positive item 8.01item 9.01

  Brookfield to invest $500M in OpenAI Deployment Company partnership

  $500M investment by Brookfield in new AI deployment platform with OpenAI.

• May 8, 2026, 7:59 PM ET other materiality 0.10 neutral item 5.07item 8.01item 9.01 ◈ Shareholder Votes ×5

  Brookfield Asset Management shareholders elect all 12 director nominees, approve all proposals at annual meeting

  All 12 director nominees elected with strong support; lowest vote was Cyrus Madon at 97.92%.

• May 8, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  BAM Q1 FRE up 11% to $772M; fundraised $21B in quarter, $67B YTD

  Fee-related earnings (FRE) of $772M, up 11% YoY; distributable earnings $702M, up 7%.

• May 6, 2026, 7:59 PM ET M&A materiality 0.65 positive item 8.01item 9.01

  Brookfield completes $1.2B acquisition of Peakstone Realty Trust; shareholders get $21/sh

  All-cash deal valued at ~$1.2B; Peakstone shareholders received $21.00 per share.

• April 17, 2026, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Brookfield Asset Management completes $1.0B debt offering: $550M 4.832% notes due 2031 and $450M 5.298% notes due 2036

  Issued $550M of 4.832% senior notes due April 15, 2031; interest payable semi-annually starting October 15, 2026.

• April 16, 2026, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  BAM issues $1B notes: $550M 4.832% due 2031; reopens $450M 5.298% due 2036

  BAM issues $550M 4.832% senior notes due 2031; reopens $450M of 5.298% notes due 2036.

• April 15, 2026, 7:59 PM ET debt materiality 0.35 neutral item 8.01item 9.01

  Brookfield Asset Mgmt issues $1B in senior notes: $550M 4.832% due 2031, $450M 5.298% due 2036

  $550M of 4.832% senior notes due 2031 priced at par; $450M reopening of 5.298% notes due 2036 at 98.962% of par.

• April 14, 2026, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  BAM prices $1B debt: $550M 4.832% notes due 2031 and $450M reopening of 5.298% notes due 2036

  $550M senior notes at 4.832% due 2031; $450M reopening of 5.298% notes due 2036, increasing series to $850M.

• April 8, 2026, 7:59 PM ET other materiality 0.10 neutral item 8.01item 9.01

  Brookfield Asset Mgmt to host Q1 2026 results call on May 8, 2026

  Q1 2026 earnings release expected before 7:00 a.m. ET on May 8, 2026.

• April 2, 2026, 7:59 PM ET other materiality 0.20 neutral item 8.01item 9.01

  Brookfield Asset Management files annual meeting materials; meeting set for May 7, 2026

  Annual meeting scheduled May 7, 2026 in New York; record date March 10, 2026.

• March 25, 2026, 7:59 PM ET M&A materiality 0.80 positive item 8.01item 9.01

  Brookfield, La Caisse acquire Boralex for $37.25/sh, $9.0B EV

  Cash consideration of $37.25/share, 31.8% premium to March 20 close and 36.4% to 30-day VWAP.

• March 3, 2026, 6:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  BCI, Norges Bank Investment Management, and Brookfield launch Northview Energy renewable platform

  Northview Energy will be equally funded and owned by BCI, Norges Bank Investment Management, and Brookfield.

• March 3, 2026, 6:59 PM ET debt materiality 0.40 neutral item 8.01item 9.01

  Brookfield Asset Management establishes $1B commercial paper program

  Program allows issuance of up to $1B in unsecured commercial paper notes on a private placement basis.

• February 4, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 5.02item 9.01

  Brookfield Asset Management Q4 2025: FRE $867M (+28%); CEO Connor Teskey appointed; dividend +15%

  Record Q4 FRE of $867M ($0.53/share), up 28% YoY; DE $767M ($0.47/share), up 18%

• January 9, 2026, 6:59 PM ET other material materiality 0.50 positive item 8.01item 9.01

  Brookfield Asset Management renews NCIB to buy up to 36.9M Class A shares (10% of public float)

  Renewed normal course issuer bid allows purchase of up to 36,946,177 Class A shares (10% of public float) from Jan 13, 2026 to Jan 12, 2027.

• January 8, 2026, 6:59 PM ET other materiality 0.10 neutral item 8.01item 9.01

  Brookfield Asset Management schedules Q4/FY 2025 earnings call for Feb 4, 2026

  Conference call and webcast on February 4, 2026 at 10:00 a.m. ET.

• December 16, 2025, 6:59 PM ET other material materiality 0.25 positive item 8.01item 9.01

  Brookfield publishes 2026 Investment Outlook highlighting infrastructure supercycle and AI-driven demand

  CEO Bruce Flatt says disciplined transformation rewards fundamentals, calling 2026 a defining investment period.

• December 9, 2025, 6:59 PM ET M&A materiality 0.80 positive item 8.01item 9.01

  Brookfield and Qai form $20B JV for AI infrastructure in Qatar and select global markets

  Brookfield and Qai (QIA subsidiary) announce $20B joint venture for AI infrastructure in Qatar and select global markets.

• November 26, 2025, 6:59 PM ET other materiality 0.10 neutral item 8.01item 9.01

  CEO Bruce Flatt to present at Goldman Sachs conference on Dec 9, 2025

  Bruce Flatt, CEO, will present at the Goldman Sachs U.S. Financial Services Conference on December 9, 2025 at 10:40 a.m. ET.

• November 19, 2025, 6:59 PM ET other material materiality 0.85 positive item 8.01item 9.01

  Brookfield launches $100B AI infrastructure program with NVIDIA and KIA

  Anchor fund BAIIF targets $10B equity; $5B already committed from Brookfield, NVIDIA, and KIA.

• November 18, 2025, 6:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  Brookfield Asset Management prices $600M 4.653% notes due 2030 and $400M 5.298% notes due 2036

  $600M of 4.653% senior notes due Nov 15, 2030; interest payable semiannually starting May 2026.

• November 14, 2025, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  BAM prices $1B senior notes offering: $600M 4.653% notes due 2030 and $400M 5.298% notes due 2036

  $600M principal of 4.653% senior notes due Nov 2030; $400M principal of 5.298% senior notes due Jan 2036.

• November 14, 2025, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  BAM announces $1B debt offering: $600M 4.653% notes due 2030, $400M 5.298% notes due 2036

  Offering $600M aggregate principal of 4.653% notes due 2030 and $400M of 5.298% notes due 2036.

• November 7, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Brookfield AM Q3: record FRE $754M (+17% YoY), raises $30B, to acquire remaining Oaktree stake

  Net income $724M (+33% YoY); FRE $754M ($0.46/sh, +17%); DE $661M ($0.41/sh, +7%).

• October 28, 2025, 7:59 PM ET other material materiality 0.85 positive item 8.01item 9.01

  U.S. Government, Brookfield, Cameco partner to deploy $80B of Westinghouse nuclear reactors

  At least $80B of new Westinghouse AP1000 reactors to be built across the US.

• October 22, 2025, 7:59 PM ET other material materiality 0.50 positive item 8.01item 9.01

  Brookfield launches new Canadian private equity evergreen fund (BPE-CAD)

  Fund offers monthly subscriptions and low investment minimum for streamlined advisor and individual investor access.

• October 14, 2025, 7:59 PM ET M&A materiality 0.80 positive item 7.01item 8.01item 9.01

  Brookfield to acquire remaining 26% of Oaktree for ~$3B; close expected Q1 2026

  Total consideration ~$3B: BAM funds ~$1.6B, BN funds ~$1.4B; Oaktree holders elect cash, BAM or BN shares with 2- and 5-year lock-ups.

• September 9, 2025, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Brookfield Asset Management issues $750M 6.077% notes due 2055

  Issued $750M aggregate principal of 6.077% notes maturing September 15, 2055.

• September 8, 2025, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  BAM announces $750M offering of 6.077% notes due 2055

  Issued $750M aggregate principal of 6.077% notes maturing 2055.

• September 4, 2025, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Brookfield Asset Management prices $750M of 6.077% senior notes due 2055

  Principal amount $750M, coupon 6.077%, maturity Sept 15, 2055; price 99.998% of par.

• August 6, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Brookfield Asset Management Q2 2025: FRE +16% to $676M, DE +12% to $613M

  FRE $676M ($0.42/share), +16% YoY; DE $613M ($0.38/share), +12% YoY; net income $620M, +25%.

• June 26, 2025, 7:59 PM ET other materiality 0.05 neutral item 5.05item 9.01 ◈ Governance Changes

  Brookfield Asset Management adopts non-substantive amendments to its Code of Business Conduct

  Board approved amendments on May 5, 2025; described as non-substantive clean-up and clarifying changes.

• May 6, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Brookfield Asset Management Q1 FRE up 26% to $698M; record fundraising of $25B

  Fee-related earnings (FRE) reached $698M ($0.43/share), up 26% YoY; distributable earnings $654M ($0.40/share), up 20%.

• May 6, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07item 8.01item 9.01

  BAM shareholders re-elect all 12 director nominees and approve say-on-pay at 2025 annual meeting

  All 12 management director nominees were elected; support ranged from 97.9% (Madon) to 99.98% (Braly).

• April 24, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  BAM raises $750M via inaugural 5.795% notes due 2035

  Issued $750M aggregate principal of 5.795% notes maturing April 24, 2035; interest payable semiannually.

• April 23, 2025, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Brookfield Asset Management prices $750M inaugural senior notes at 5.795% due 2035

  $750 million senior unsecured notes due April 24, 2035 at 5.795% coupon.

• April 4, 2025, 7:59 PM ET other material materiality 0.70 positive item 9.01item 7.01

  BAM ULC audited financials show net income $2.17B in 2024; KPMG valuation $80.1B

  Net income attributable to common stockholders of $2,168M in 2024 vs $1,839M in 2023 (+18%).

• April 4, 2025, 7:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  BAM files proxy for May 5 annual meeting; 2024 AUM tops $1T, FRE up 10% to $2.5B

  Annual meeting on May 5, 2025; agenda includes election of 12 directors, auditor appointment, and say-on-pay vote.

• April 1, 2025, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  Brookfield Asset Management to acquire majority stake in Angel Oak Companies

  Brookfield to acquire majority ownership stake in Angel Oak, a residential mortgage credit manager with over $18B AUM.

• March 18, 2025, 7:59 PM ET other material materiality 0.35 neutral item 8.01item 9.01

  BAM files first annual 10-K with SEC; switches to U.S.-style quarterly reporting

  Filed 2024 annual report on Form 10-K for the first time with SEC on March 18, 2025.

• February 12, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Brookfield Asset Management reports record 2024 results; Q4 fee-related earnings up 17% to $677M; dividend raised 15%

  Record $135B capital inflows in 2024, including $29B in Q4; $48B deployed during the year.

• February 5, 2025, 6:59 PM ET M&A materiality 0.95 positive item 1.01item 2.01item 3.02item 3.03item 5.01item 5.03item 5.07item 7.01item 9.01 ◈ Governance Changes

  Brookfield Asset Management completes acquisition of 73% of asset management business from Brookfield Corporation

  BAM acquired 1,194,021,145 newly-issued Class A shares for 73% of the asset management company on Feb 4, 2025.

Materiality & sentiment trend

Max materiality 0.95 · Median 0.55 · Most common event debt

22 positive 0 negative 22 neutral

source · BAM on sec.gov