Source-grounded facts extracted from Victory Capital Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Victory Capital Holdings, Inc. amended Seventh Amendment to Credit Agreement with Bank of America, N.A. (effective 2026-05-18).
“On May 18, 2026, Victory Capital Holdings, Inc., a Delaware corporation (the “ Company ”), entered into the Seventh Amendment to Credit Agreement (the “ Seventh Amendment ”), among the Company, the other loan parties party thereto, the lenders party thereto, and Bank of America, N.A., as administrative agent”
Victory Capital Holdings, Inc. shareholders approved Non-binding advisory vote to approve compensation of named executive officers at the 2026-05-06 meeting.
“3) A non-binding advisory vote to approve the compensation of our named executive officers: FOR AGAINST ABSTAIN BROKER NON-VOTES 41,541,250 2,022,347 74,170 7,366,592”
Victory Capital Holdings, Inc. shareholders approved Ratification of selection of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2026 at the 2026-05-06 meeting.
“2) To approve the ratification of the Audit Committee's selection of Deloitte & Touche LLP as the Company’s independent registered public account firm for the fiscal year ending December 31, 2026: FOR AGAINST ABSTAIN BROKER NON-VOTES 50,931,890 40,008 32,461 -”
Victory Capital Holdings, Inc. shareholders approved Election of Class II Directors at the 2026-05-06 meeting.
“1) To approve the election of the following Class II Directors: FOR AGAINST ABSTAIN BROKER NON-VOTES Celine Boyer-Chammard 43,027,361 558,179 52,227 7,366,592 Mary Jackson 36,771,308 6,814,255 52,204 7,366,592 Alan H. Rappaport 40,815,894 2,741,003 80,870 7,366,592”
Victory Capital Holdings, Inc. reported the quarter ended March 31, 2026 results: revenue $388.0, net income $112.1, EPS $1.33.
“/ Short-term Net (197 ) (22 ) (44 ) AUM Total Flows Total Gross $ 19,181 $ 17,472 $ 9,486 Total Net (654 ) (2,111 ) (1,249 ) Consolidated Financial Results (GAAP) Revenue $ 388.0 $ 374.1 $ 219.6 AUM revenue realization (in bps) 47.6 47.4 51.2 Operating expenses 228.8 220.9 126.7 Income from operations 159.2 153.2 92.9 Operating margin 41.0 % 40.9 % 42.3 %”
Victory Capital Holdings, Inc. amended term loan of $985,000,000 at SOFR plus a margin of 2.00% or an alternate base rate plus a margin of 1.00% maturing September 23, 2032.
“the Company also refinanced its existing term loans (the "Existing Term Loans") with replacement term loans (the "Repriced Term Loans") in an aggregate principal amount of $985,000,000. The Repriced Term Loans will mature on September 23, 2032 and will bear interest at an annual rate equal to, at the option of the Company, either SOFR plus a margin of 2.00% or an alternate base rate plus a margin of 1.00%.”
Victory Capital Holdings, Inc. amended revolving credit of $100,000,000 with Bank of America, N.A., as administrative agent at decreased the drawn interest rate margin by 0.25% per annum maturing September 23, 2030.
“of America, N.A, as administrative agent and collateral agent, and the lenders party thereto from time to time. Pursuant to the Existing Credit Agreement, the Company obtained a $100,000,000 senior secured first lien revolving credit facility (the “ Revolving Facility ”). The Sixth Amendment extended the maturity date of the Revolving Facility from March 31, 2026 to”
Victory Capital Holdings, Inc. completed an acquisition involving Amundi Asset Management S.A.S (closed 2025-04-01).
“On April 1, 2025, the Company completed the transactions contemplated by the Contribution Agreement (the “contribution”).”
Victory Capital Holdings, Inc. completed an acquisition involving Amundi Asset Management S.A.S (closed 2025-04-01).
“On April 1, 2025, the Company completed the acquisition of Amundi US.”
Dominique Carrel-Billiard was appointed as Director at Victory Capital Holdings, Inc..
“Mr. Carrel-Billiard currently serves as the Seller’s Head of Real and Alternative Assets and has been appointed as a Class III director.”
Céline Boyer-Chammard was appointed as Director at Victory Capital Holdings, Inc..
“Ms. Boyer-Chammard currently serves as the Seller’s Head of Sustainable Transformation and Organization and has been appointed as a Class II director.”
Bob Hurst retired as Director at Victory Capital Holdings, Inc..
“The Company announced that Bob Hurst, one of Crestview Partners’ nominees on the Company’s board of directors (the “Board”), retired from the Board effective as of April 1, 2025”
Victory Capital Holdings, Inc. engaged Deloitte & Touche LLP as its auditor.
“appointed Deloitte & Touche LLP (“Deloitte”) as the Company’s independent registered public accounting firm for the Company’s fiscal year ending December 31, 2025”
Victory Capital Holdings, Inc. reported the three months ended March 31, 2024 results: net income GAAP net income of $0.84 per diluted share, EPS GAAP net income of $0.84 per diluted share.
“On May 9, 2024, Victory Capital Holdings, Inc., (the “Company”) issued a press release (the “Earnings Press Release”) reporting results for the three months ended March 31, 2024.”
Victory Capital Holdings, Inc. shareholders approved Approval of amendment and restatement of the Victory Capital Holdings, Inc., 2018 Stock Incentive Plan at the 2024-05-08 meeting.
“5) To approve an amendment and restatement of the Victory Capital Holdings, Inc., 2018 Stock Incentive Plan: FOR AGAINST ABSTAIN BROKER NON-VOTES 48,482,044 1,893,852 138,033 5,393,848”
Victory Capital Holdings, Inc. shareholders approved Non-binding advisory vote on the frequency of the named executive officer compensation advisory vote at the 2024-05-08 meeting.
“4) A non-binding advisory vote on the frequency of the named executive officer compensation advisory vote: 1 YEAR 2 YEARS 3 YEARS ABSTAIN 48,495,488 7,732 1,897,624 113,085”
Victory Capital Holdings, Inc. shareholders approved Non-binding advisory vote to approve the compensation of our named executive officers at the 2024-05-08 meeting.
“3) A non-binding advisory vote to approve the compensation of our named executive officers: FOR AGAINST ABSTAIN BROKER NON-VOTES 47,486,789 2,976,676 50,464 5,393,848”
Victory Capital Holdings, Inc. shareholders approved Ratification of appointment of Ernst & Young LLP as auditors for fiscal year ending December 31, 2024 at the 2024-05-08 meeting.
“2) To approve the ratification of the appointment of Ernst & Young LLP as the Company’s auditors for the fiscal year ending December 31, 2024: FOR AGAINST ABSTAIN BROKER NON-VOTES 55,484,054 400,382 23,341 -”
Victory Capital Holdings, Inc. shareholders approved Election of Class III Directors at the 2024-05-08 meeting.
“1) To approve the election of the following Class III Directors: FOR AGAINST ABSTAIN BROKER NON-VOTES David C. Brown 45,546,424 4,842,797 124,708 5,393,848 Richard M. DeMartini 28,963,486 21,423,937 126,506 5,393,848”
Victory Capital Holdings, Inc. reported financial results for the year ended December 31, 2023.
“Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or “the Company”) today reported financial results for the quarter and year ended December 31, 2023.”
Victory Capital Holdings, Inc. reported the quarter ended December 31, 2023 results: EPS GAAP net income of $0.82 per diluted share.
“Fourth-Quarter 2023 Highlights Total Assets Under Management (AUM) of $166.6 billion 1 Long-term gross flows of $6.6 billion in the quarter Long-term net flows of ($1.1) billion in the quarter GAAP operating margin of 41.9% Adjusted EBITDA margin of 52.3% in the quarter 2 GAAP net income of $0.82 per diluted share Adjusted net income with tax benefit of $1.15 per diluted share 2 Board increased regular quarterly cash dividend by 5% to $0.335”
Milton Berlinski resigned as director at Victory Capital Holdings, Inc..
“On December 29, 2023, Milton Berlinski announced his decision to resign from the Board of Directors (the “Board”) of Victory Capital Holdings, Inc. (the “Company”) effective December 31, 2023, after nine years of service.”
Victory Capital Holdings, Inc. reported financial results for the three and nine month periods ended September 30, 2023.
“On November 2, 2023, Victory Capital Holdings, Inc., (the “Company”) issued a press release (the “Earnings Press Release”) reporting results for the three and nine month periods ended September 30, 2023.”
Victory Capital Holdings, Inc. reported financial results for the quarter ended June 30, 2023.
“On August 3, 2023, Victory Capital Holdings, Inc., (the “Company”) issued a press release (the “Earnings Press Release”) reporting results for the three and six month periods ended June 30, 2023.”
Victory Capital Holdings, Inc. shareholders approved Ratification of Ernst & Young LLP as auditors for fiscal year ending December 31, 2023 at the 2023-05-09 meeting.
“2) To approve the ratification of the appointment of Ernst & Young LLP as the Company’s auditors for the fiscal year ending December 31, 2023: FOR AGAINST ABSTAIN BROKER NON-VOTES 59,725,294 217,415 11,453 -”
Victory Capital Holdings, Inc. shareholders approved Election of Class II Directors at the 2023-05-09 meeting.
“1) To approve the election of the following Class II Directors: FOR AGAINST ABSTAIN BROKER NON-VOTES Mary M. Jackson 54,649,509 282,242 27,371 4,995,040 Robert J. Hurst 48,537,536 6,358,315 63,271 4,995,040 Alan H. Rappaport 46,317,532 8,578,623 62,967 4,995,040”
Victory Capital Holdings, Inc. reported the quarter ended March 31, 2023 results: EPS $0.71 per diluted share.
“First Quarter 2023 Highlights Total Assets Under Management of $158.6 billion 1 Long-term gross flows of $5.8 billion Long-term net flows of -$1.2 billion GAAP operating margin of 37.0% Adjusted EBITDA margin of 49.3% 2 GAAP net income of $0.71 per diluted share Adjusted net income with tax benefit of $1.08 per diluted share 2 Board authorizes regular $0.32 quarterly cash dividend SAN ANTONIO, Texas--(BUSINESS WIRE)--May 4, 2023--Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or “the Company”) today reported financial results for the quarter ended March 31, 2023.”
Victory Capital Holdings, Inc. reported the three months and year ended December 31, 2022 results: EPS $0.74 per diluted share.
“Victory Capital Holdings, Inc., (the “Company”) issued a press release (the “Earnings Press Release”) reporting results for the three months and year ended December 31, 2022.”
Mary Jackson was appointed as Class II Director at Victory Capital Holdings, Inc..
“On January 26, 2023, the Board of Directors (the “Board”) of Victory Capital (the “Company”) voted to add Vice Admiral Mary Jackson to the Board as a Class II Director.”
Victory Capital Holdings, Inc. reported financial results for three and nine month periods ended September 30, 2022.
“On November 3, 2022, Victory Capital Holdings, Inc., (the “Company”) issued a press release (the “Earnings Press Release”) reporting results for the three and nine month periods ended September 30, 2022.”
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.