CHARLES J JR DALEY
CIK 1206661 · Exec VP, CFO & Treasurer · last filed 2026-03-02
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$3.98M
Companies
2
Total Filings
33
Lifetime Open-Market Net
-$2.71M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| APAM | Exec VP, CFO & Treasurer | 111,001 | $35.88 | $3.98M | -$1.87M | 21 | 2026-03-02 |
| LEGG MASON, INC. (PNK) Delisted | Executive VP, CFO & Treasurer | 75,484 | — | — | -$836.8K | 12 | 2010-07-01 |
Recent Filings · Page 2 of 4
33 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-02-19 | APAM | Grant (A) | +5,000 | $0 | EDGAR |
| 2018-02-16 | APAM | Grant (A) | +6,600 | $0 | EDGAR |
| 2017-02-28 | APAM | Disp (D) | −37,554 | $0 | EDGAR |
| 2017-02-17 | APAM | Grant (A) | +5,000 | $0 | EDGAR |
| 2016-02-17 | APAM | Grant (A) | +10,000 | $0 | EDGAR |
| 2015-08-18 | APAM | Sell (S) | −5,000 | -$231.8K | EDGAR |
| 2015-03-10 | APAM | Disp (D) | −23,882 | $0 | EDGAR |
| 2014-07-17 | APAM | Grant (A) | +8,000 | $0 | EDGAR |
| 2014-03-12 | APAM | Disp (D) | −28,096 | $0 | EDGAR |
| 2013-07-17 | APAM | Grant (A) | +10,500 | $0 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.