Welcome to our dedicated page for Diamond Hill Invt Group SEC filings (Ticker: DHIL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Diamond Hill Investment Group, Inc. (Nasdaq: DHIL), an Ohio-incorporated public company whose consolidated revenues and net income are derived from investment advisory and fund administration services provided by its wholly owned subsidiary, Diamond Hill Capital Management, Inc. Through these filings, investors can review how the company describes its valuation-driven, long-term investment philosophy and its role as an independent active asset manager with significant employee ownership.
Form 10-K annual reports and Form 10-Q quarterly reports contain audited and interim financial statements, management’s discussion of results, and details on revenue from advisory and fund administration fees, operating expenses, non-GAAP adjustments related to deferred compensation and consolidated funds, and capital allocation through dividends and share repurchases. These reports also present information on assets under management and advisement, broken down by vehicle and strategy, including equity, long-short equity and fixed income categories.
Form 8-K current reports document material events such as quarterly earnings releases, AUM summaries, board changes, executive employment agreements and the Agreement and Plan of Merger with First Eagle Investment Management, LLC. One Form 8-K filed in December 2025 describes the merger structure under which a First Eagle merger subsidiary will merge with and into Diamond Hill, with Diamond Hill surviving as a wholly owned subsidiary of First Eagle if the transaction closes, and outlines key terms, conditions, go-shop provisions and termination fees.
Users can also review proxy materials related to shareholder meetings, including information on director elections, governance practices and compensation programs. AI-powered tools on this platform can help summarize lengthy filings, highlight sections on revenue drivers, AUM trends, merger terms and governance provisions, and make it easier to compare disclosures across reporting periods.
Royce & Associates reports beneficial ownership of 85,587 shares (3.16%) of Diamond Hill Investment Group common stock as amended. The filing (Schedule 13G/A, Amendment No. 7) identifies Royce & Associates as a New York investment adviser reporting 85,587 shares with sole voting and dispositive power. The cover shows CUSIP 25264R207 and a date reference of 04/30/2026; the filing is signed on 05/05/2026.
Diamond Hill Investment Group: Royce & Associates filed Amendment No. 6 to a Schedule 13G/A reporting beneficial ownership of 85,000 shares of Common Stock, representing 3.15% of the class as shown on the form (CUSIP 25264R207), with the amendment signed on 04/28/2026.
The filing states these securities are held in investment management accounts for which Royce & Associates, LP exercises sole voting and dispositive power under delegated contracts and includes standard disclosures about related Franklin Resources, Inc. entities and informational barriers.
Diamond Hill Investment Group director Richard Scott Cooley disposed of his common shares as part of the company’s sale. On April 22, 2026, Diamond Hill was acquired by First Eagle Investment Management, LLC under a previously signed Merger Agreement. Each outstanding share of Diamond Hill common stock, including Cooley’s 13,829 shares, was canceled and converted into the right to receive $175.00 in cash without interest. The filing shows Cooley’s holdings in this security dropped to zero following the merger closing, reflecting a disposition to the issuer rather than an open-market trade.
The same $175.00 cash treatment applied to each share of restricted stock granted under Diamond Hill’s 2014, 2022, and 2025 Equity and Cash Incentive Plans that remained outstanding immediately before the merger was completed.
Diamond Hill Investment Group director Gordon B. Fowler reported a disposition of common shares to the issuer in connection with the company’s acquisition. On April 22, 2026, he disposed of 7,713 common shares at $175.00 per share in an issuer transaction, leaving him with no directly held shares.
Under the merger agreement among Diamond Hill Investment Group, First Eagle Investment Management, LLC, and Soar Christopher Holdings, each outstanding common share was canceled and converted into the right to receive $175.00 in cash without interest. Restricted stock granted under the company’s 2014, 2022, and 2025 Equity and Cash Incentive Plans was also canceled and converted into the right to receive $175.00 in cash without interest.
Diamond Hill Investment Group director Austin Hawley reported a disposition of shares tied to the company’s sale. On April 22, 2026, Diamond Hill was acquired by First Eagle Investment Management under a merger agreement with Soar Christopher Holdings.
In connection with the merger closing, all issued and outstanding common shares, including 77,469 shares held by Hawley, were canceled and converted into the right to receive $175.00 in cash per share, without interest. Restricted stock granted under the company’s 2014, 2022, and 2025 Equity and Cash Incentive Plans was also canceled for the same cash amount. Following this issuer disposition, Hawley reported zero shares of common stock owned directly.
Diamond Hill Investment Group’s Chief Financial Officer Thomas Edward Line reported dispositions of company stock tied to the completion of the firm’s merger with First Eagle Investment Management. On April 22, 2026, 1,294 indirectly held shares in a 401(k) and 13,444 directly held common shares were canceled at $175.00 per share as part of the transaction. Following these issuer dispositions, Line reported no remaining common stock holdings.
Diamond Hill Investment Group director Paula R. Meyer disposed of 3,763 common shares in a transaction with the company. The Form 4 shows this as a disposition to the issuer at $175.00 per share, leaving her with 0 shares following the transaction.
The footnotes explain that on April 22, 2026, Diamond Hill Investment Group was acquired by First Eagle Investment Management under an Agreement and Plan of Merger. At the merger’s completion, each outstanding common share and each outstanding restricted stock share was canceled and converted into the right to receive $175.00 in cash without interest.
DIAMOND HILL INVESTMENT GROUP INC insider Jo Ann Quinif, President of DHCM, reported dispositions of company common stock tied to the completion of the merger with First Eagle Investment Management, LLC. On April 22, 2026, 816 indirectly held shares (by 401(k)) and 45,111 directly held shares were disposed of to the issuer at $175.00 per share, leaving her with zero reported shares. Under the merger agreement, every outstanding Diamond Hill common share and each outstanding restricted stock award was canceled and converted into the right to receive $175.00 in cash without interest.
Diamond Hill Investment Group director Nicole Renee St. Pierre disposed of her remaining shares as part of the company’s cash merger. On April 22, 2026, Diamond Hill was acquired by First Eagle Investment Management under a merger agreement signed on December 10, 2025.
All outstanding common shares were canceled and converted into the right to receive $175.00 in cash per share, without interest. St. Pierre’s 5,113 common shares were reported as a disposition to the issuer at $175.00 per share, leaving her with zero shares after the transaction.