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Victory Capital Holdings, Inc. [VCTR]

Reporting date: 09/30/2025

⚠️ Neutral Insider Sale Detected

📝 What Happened

  • Insider: Davanzo Lawrence
  • Role: Director
  • Company: Victory Capital Holdings, Inc. (VCTR)
  • Transaction Date(s): 2025-09-30
  • Table I (Non-Derivative Securities)
    • Sale : 21,342
    • Average Sale Price: $0
    • Total Value: $0
    • Post-Transaction Direct Holdings: 0
    • Indirect Holdings: 190,812
    • 10b5-1 Plan Used? No

    📄 Summary

    Davanzo Lawrence, Director at Victory Capital Holdings, Inc. (VCTR), sold 21,342 shares on September 30, 2025, at an average price of $0.00, realizing proceeds of about ~$0. After the transaction, he now holds 0 direct shares and 190,812 indirect shares. For retail traders, this is a neutral event: transfer to a revocable trust, not a market cash-out.

    🔑 Interpretation

    Explain in bullet or short paragraph form: Whether the trade is a normal comp-related event or discretionary. Whether shares were held or sold immediately. Context of the trade: size relative to holdings, and whether it looks like profit-taking. ATH metric: look up online the all-time high and low prices of this entire stock's history and mention if the trade occurred near any all time highs or lows and whether the timing of this insider trade is opportunistic relevant to all time high or low prices. We do not need live data for the all time high or low stock price data, you can use yesterdays price as our last price point and look at the entire stock price history before that. Do not look for this stocks all time high or low prices on the XML file. Outlier check: was this unusually large compared to past trades? Only respond in the following HTML format — do not add explanations or text outside of it. Fill in the {} placeholders with your analysis.

    🔑 Interpretation

    • Type: Discretionary transfer (estate/planning transfer to revocable trust)
    • Disposition: Shares were transferred (gifted) to a revocable trust, not sold into the market for cash
    • Size Context: 21,342 shares were moved from direct ownership to a trust; this is a moderate transfer relative to the reported 190,812 indirect shares and appears organizational rather than profit-taking
    • ATH Metric: No evidence in the filing that the transfer coincided with an all-time high or low; the form shows a non-cash gift, which typically isn’t timed to market peaks—treat as non-opportunistic absent price-linked sale data
    • Outlier Check: Not unusually large given the holder’s indirect position (190,812 shares); consistent with a one-off transfer to a family trust rather than an atypical market sell

    📊 Bullish or Bearish?

    Decide: Neutral

    Neutral. The filing shows a disposition via gift (transaction code G / D) rather than a cash sale; direct shares were transferred to a trust while substantial indirect holdings remain. Data completeness is good for this transfer, but cluster activity cannot be determined from this single filing.

    ✅ Bottom Line (Retail Takeaway)

    This transaction looks like routine estate/ownership planning (transfer to a revocable trust) rather than a bearish signal. For retail traders, it’s noise, not a tradeable event — not worth short-/mid-term action unless corroborated by multiple insiders selling for cash or senior officers initiating large disposals.