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 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 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.

• 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.

• 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%

• 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 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 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 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.

• 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%.

• 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%.

• 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.

• 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