ABX at a glance
Abacus Global Management, Inc. (ABX, SEC CIK 1814287) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 24, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Abacus Global Management, Inc. (ABX) reported revenue of $235.2 million (up 110.2% from FY2024) and net income of $36.5 million. Diluted EPS was $0.36.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Abacus Global Management, Inc. (ABX) shares worth $84.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by McNealy Sean on September 23, 2026 of 22,700 shares at $7.74 per share.
- In the last 90 days, ABX insiders reported 0 open-market purchases ($0) and 17 open-market sales ($6.6M) on Form 4, a net sale of $6.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $235.2M
- +110.2% vs prior year
- Insiders · 90 days
- 0 buys · 17 sells
- Net −$6.6M
- 13F holders
- 24 funds
- $84.7M · −1 vs prior quarter
- Latest 8-K
- Aug 24, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $73.0M, up 29.9% YoY from $56.2M, driven by Life Solutions growth
- Effective tax rate 39.6% vs 18.8% YoY
- Life Solutions revenue $65.4M, up 38.3%; gross profit $60.4M, up 34.8%
- Asset Management revenue $7.2M, down 17.6%; gross profit $3.9M, down 32.6%
- $50M delayed-draw financing available under Senior Secured Credit Facility; lower bank deposits reduced interest income 33.7%
Risk Factors
- No material risk-factor changes from the 2025 Form 10-K filed March 13, 2026
- Regulatory compliance risk: executives’ Rule 10b5-1 sell-to-cover plan begins after 90 days
- Financial risk: 9.875% fixed-rate senior notes mature in 2028
- Financing risk: credit agreement amended June 29, 2026
- Governance risk: CEO and CFO adopted a 12-month equity-sale instruction plan on June 1, 2026
AI summary of the ABX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Regulation FD disclosure text is incomplete, preventing identification of the underlying market-relevant information
- Investors should review the associated exhibit or complete filing for the substantive disclosure
Item EX-99.1: Item EX-99.1
- $100 million share repurchase program begins August 17, 2026
- Approximately $80 million repurchased under prior programs since December 2023
Item 7.01: Regulation FD Disclosure
- $100 million stock repurchase program announced on August 13, 2026
- Buybacks may support share price and reduce shares outstanding
Item 8.01: Other Events
- $100 million repurchase authorization signals management’s view that ABX shares offer attractive value
- Purchases may occur through open-market, private, block, accelerated, or Rule 10b5-1 transactions
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 30, 2026 results announced August 6, 2026
- Earnings and financial-condition details contained in Exhibit 99.1 press release
Item 7.01: Regulation FD Disclosure
- New investor presentation expected August 6, 2026, potentially containing material investor information
- Website used as a Regulation FD disclosure channel for material, nonpublic information
Item EX-99.1: Item EX-99.1
- Q2 revenue $73.0M, up 30% YoY, led by Life Solutions growth to $53.9M
- Adjusted EBITDA $39.9M, up 27%, while margin remained high at 54.7%
AI summaries of ABX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ABX
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- Fund moves. Which tracked funds opened, added or cut ABX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McNealy Sean | Sell | Sep 23, 2026 | 22,700 | $7.74 |
| Kirby Kevin Scott | Sell | Sep 23, 2026 | 22,745 | $7.74 |
| Ganovsky Matthew | Sell | Sep 23, 2026 | 22,800 | $7.74 |
| Ganovsky Matthew | Sell | Sep 22, 2026 | 21,312 | $8.01 |
| McNealy Sean | Sell | Sep 22, 2026 | 21,100 | $8.01 |
| Kirby Kevin Scott | Sell | Sep 22, 2026 | 21,100 | $8.01 |
| Ganovsky Matthew | Sell | Sep 21, 2026 | 36,000 | $8.13 |
| McNealy Sean | Sell | Sep 21, 2026 | 35,854 | $8.13 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $111.9M | $235.2M |
| Gross Profit | - | $100.6M | $206.4M |
| Operating Income | $24.1M | -$888K | $88.8M |
| Net Income | - | -$24.0M | $36.5M |
| Gross Margin | - | 89.8% | 87.7% |
| Op. Margin | - | -0.8% | 37.7% |
| Net Margin | - | -21.4% | 15.5% |
| Balance Sheet | |||
| Total Assets | $331.8M | $874.2M | $902.2M |
| Equity | - | $423.3M | $418.5M |
| ROE | - | -5.7% | 8.7% |
| Per Share | |||
| EPS | - | $-0.34 | $0.36 |
| Cash Flow | |||
| Operating CF | - | -$208.8M | -$25.7M |
| CapEx | - | $786K | $931K |
Source: XBRL data in Abacus Global Management, Inc. (ABX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ABX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $84.7M |
| Q1 2026 | 25 | $69.0M |
| Q4 2025 | 23 | $82.8M |
| Q3 2025 | 24 | $64.3M |
| Q2 2025 | 19 | $44.8M |
| Q1 2025 | 14 | $46.5M |
| Q4 2024 | 11 | $29.9M |
| Q3 2024 | 8 | $16.1M |
- PNC Financial Services+152.3K (+211590%)
- Citadel Advisors LLC+36.8K (+41%)
- Northern Trust+29.3K (+9%)
- Vanguard Portfolio Management LLC+15.3K (+7%)
- Wells Fargo & Co+10.0K (+50%)
- BlackRock−445.1K (-16%)
- Vanguard Capital Management LLC−234.1K (-13%)
- Goldman Sachs Group−216.0K (-51%)
- Morgan Stanley−54.8K (-5%)
- Bank of America Corp−34.5K (-17%)
- Dimensional Fund Advisors+64.8K
- Millennium Management+43.4K
- D.E. Shaw & Co+12.2K
- Ameriprise Financial+10.3K
- Renaissance Technologies LLC−131.8K
- Raymond James Financial−31.5K
- Mangrove Partners−29.2K
- Two Sigma Investments−13.2K
- U.S. Bancorp−36
Source: 13F-HR filings on SEC EDGAR (aggregated from 148 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ABX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | May 27, 2026 | - | Analysis |
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ABX SEC filings: frequently asked questions
Are ABX insiders buying or selling?
In the last 90 days, Abacus Global Management, Inc. (ABX) officers, directors and 10% owners reported no open-market purchases and 17 open-market sales worth $6.6 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ABX stock?
As of June 30, 2026, the largest Abacus Global Management, Inc. (ABX) holders among the 13F filers tracked by SignalX were BlackRock ($24.5 million), Vanguard Capital Management LLC ($17.1 million), Morgan Stanley ($10.7 million), State Street Corp ($9.1 million), Franklin Resources ($5.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ABX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Abacus Global Management, Inc. (ABX) reported revenue of $235.2 million (up 110.2% from FY2024) and net income of $36.5 million. Diluted EPS was $0.36. The figures come from the XBRL data in the 10-K.
What did ABX report in its latest 8-K?
Abacus Global Management, Inc. (ABX) filed an 8-K on August 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). Regulation FD disclosure text is incomplete, preventing identification of the underlying market-relevant information.
What are the latest ABX SEC filings?
Abacus Global Management, Inc. (ABX) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 24, 2026 and a Form 4 insider filing on September 23, 2026.
What is ABX's SEC CIK number?
Abacus Global Management, Inc. (ABX)'s SEC Central Index Key (CIK) is 1814287. EDGAR lists every ABX filing under that number.
Ask anything about ABX
The research agent reads ABX's filings, financials, insider trades and 13F holders, then answers with sources.