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NYSE · USD

AMG

AFFILIATED MANAGERS GROUP, INC.

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Tapewire entity
3556
SEC CIK
0001004434
Parsed reports
447

Last 12 months

Inside the activity.

2 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202602
Apr 202600
May 202612
Jun 202611
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 05, 2025 Filed Mar 7, 2025 22:05 UTC Exercise / conversionCommon Stock 1,535 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008740 · form4.xml · nonDerivative · entry 1

Churchill Dwight D. · CIK 0001486072 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,457

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:07 UTC Exercise / conversionStock Units · Derivative 1,178 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008741 · form4.xml · derivative · entry 3

Alvingham Karen L. · CIK 0001726148 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,928

Underlying: Common Stock · 1,178 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F3 · balance_after: Inclusive of previously reported deferred stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:07 UTC Tax withholdingCommon Stock 90 $165.72 $14,914.80
Disclosure

SEC source: 0001127602-25-008741 · form4.xml · nonDerivative · entry 2

Alvingham Karen L. · CIK 0001726148 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,857

F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:07 UTC Exercise / conversionCommon Stock 1,178 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008741 · form4.xml · nonDerivative · entry 1

Alvingham Karen L. · CIK 0001726148 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,947

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:04 UTC Exercise / conversionStock Units · Derivative 1,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008739 · form4.xml · derivative · entry 2

Matos Rodriguez Felix V. · CIK 0001838275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,664

Underlying: Common Stock · 1,165 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:04 UTC Exercise / conversionCommon Stock 1,165 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008739 · form4.xml · nonDerivative · entry 1

Matos Rodriguez Felix V. · CIK 0001838275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,400

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:03 UTC Exercise / conversionStock Units · Derivative 1,195 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008737 · form4.xml · derivative · entry 2

Palandjian Tracy P. · CIK 0001543889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,477

Underlying: Common Stock · 1,195 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

F2 · balance_after: Inclusive of previously reported deferred stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:03 UTC Exercise / conversionCommon Stock 1,195 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008737 · form4.xml · nonDerivative · entry 1

Palandjian Tracy P. · CIK 0001543889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,159

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:02 UTC Exercise / conversionStock Units · Derivative 956 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008735 · form4.xml · derivative · entry 2

Ryan David Christopher · CIK 0001725101 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,024

Underlying: Common Stock · 956 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2023-2027.

F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2023-2027.

F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2023-2027.

F2 · balance_after: Inclusive of previously reported deferred stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:02 UTC Exercise / conversionCommon Stock 956 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008735 · form4.xml · nonDerivative · entry 1

Ryan David Christopher · CIK 0001725101 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,535

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of previously reported awards. Awards vest 2023-2027.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:01 UTC Exercise / conversionStock Units · Derivative 741 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008731 · form4.xml · derivative · entry 2

STARR LOREN M · CIK 0001217495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,508

Underlying: Common Stock · 741 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2025-2028.

F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2025-2028.

F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2025-2028.

F2 · balance_after: Inclusive of previously reported deferred stock units.

Read SEC document
March 05, 2025 Filed Mar 7, 2025 22:01 UTC Exercise / conversionCommon Stock 741 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-008731 · form4.xml · nonDerivative · entry 1

STARR LOREN M · CIK 0001217495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 741

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of previously reported awards. Awards vest 2025-2028.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:08 UTC GrantDeferred Stock Units · Derivative 367 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003887 · form4.xml · derivative · entry 2

Ryan David Christopher · CIK 0001725101 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 367

Underlying: Common Stock · 367 shares

Expires not disclosed

F2 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

F2 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

F2 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:08 UTC GrantRestricted Stock Units · Derivative 548 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003887 · form4.xml · derivative · entry 1

Ryan David Christopher · CIK 0001725101 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 548

Underlying: Common Stock · 548 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:07 UTC GrantDeferred Stock Units · Derivative 369 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003885 · form4.xml · derivative · entry 2

STARR LOREN M · CIK 0001217495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 369

Underlying: Common Stock · 369 shares

Expires not disclosed

F2 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

F2 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

F2 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:07 UTC GrantRestricted Stock Units · Derivative 548 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003885 · form4.xml · derivative · entry 1

STARR LOREN M · CIK 0001217495 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 548

Underlying: Common Stock · 548 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:05 UTC GrantRestricted Stock Units · Derivative 777 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003884 · form4.xml · derivative · entry 1

Churchill Dwight D. · CIK 0001486072 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 777

Underlying: Common Stock · 777 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:04 UTC GrantRestricted Stock Units · Derivative 548 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003881 · form4.xml · derivative · entry 1

Matos Rodriguez Felix V. · CIK 0001838275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 548

Underlying: Common Stock · 548 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:03 UTC GrantRestricted Stock Units · Derivative 548 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003878 · form4.xml · derivative · entry 1

Palandjian Tracy P. · CIK 0001543889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 548

Underlying: Common Stock · 548 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:02 UTC GrantDeferred Stock Units · Derivative 320 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003875 · form4.xml · derivative · entry 2

Alvingham Karen L. · CIK 0001726148 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320

Underlying: Common Stock · 320 shares

Expires not disclosed

F2 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

F2 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

F2 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:02 UTC GrantRestricted Stock Units · Derivative 548 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003875 · form4.xml · derivative · entry 1

Alvingham Karen L. · CIK 0001726148 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 548

Underlying: Common Stock · 548 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

Read SEC document
February 06, 2025 Filed Feb 10, 2025 22:00 UTC GrantRestricted Stock Units · Derivative 548 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-003873 · form4.xml · derivative · entry 1

Franqui Annette · CIK 0001849146 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 548

Underlying: Common Stock · 548 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:02 UTC Exercise / conversionStock Units · Derivative 191 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000493 · form4.xml · derivative · entry 2

Churchill Dwight D. · CIK 0001486072 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,454

Underlying: Common Stock · 191 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of a previously reported award. Award vests 2022-2025.

F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vests 2022-2025.

F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vests 2022-2025.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:02 UTC Exercise / conversionCommon Stock 191 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000493 · form4.xml · nonDerivative · entry 1

Churchill Dwight D. · CIK 0001486072 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,922

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of a previously reported award. Award vests 2022-2025.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:01 UTC Exercise / conversionStock Units · Derivative 5 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000492 · form4.xml · derivative · entry 2

Jeffery Reuben III · CIK 0001492280 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,879

Underlying: Common Stock · 5 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of a previously reported award. Award vests 2022-2025.

F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vests 2022-2025.

F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vests 2022-2025.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:01 UTC Exercise / conversionCommon Stock 5 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000492 · form4.xml · nonDerivative · entry 1

Jeffery Reuben III · CIK 0001492280 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,274

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of a previously reported award. Award vests 2022-2025.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:00 UTC Exercise / conversionStock Units · Derivative 31 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000490 · form4.xml · derivative · entry 2

Palandjian Tracy P. · CIK 0001543889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,124

Underlying: Common Stock · 31 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Reflects the vesting of a previously reported award. Award vests 2022-2025.

F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vests 2022-2025.

F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vests 2022-2025.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 22:00 UTC Exercise / conversionCommon Stock 31 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-000490 · form4.xml · nonDerivative · entry 1

Palandjian Tracy P. · CIK 0001543889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,964

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Reflects the vesting of a previously reported award. Award vests 2022-2025.

Read SEC document
October 16, 2024 Filed Oct 18, 2024 21:01 UTC
Jamal Rizwan MHead of Affiliate Investments
GiftCommon Stock 128,457 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-025771 · form4.xml · nonDerivative · entry 2

Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments

10b5-1 filing: No plan indicated

Ownership: Indirect · By Family Trusts

Disclosed balance after: 199,233

F1 · shares: The reporting person transferred 64,228 shares and 64,229 shares to each of two family trusts, respectively, of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries.

Read SEC document
October 16, 2024 Filed Oct 18, 2024 21:01 UTC
Jamal Rizwan MHead of Affiliate Investments
GiftCommon Stock 128,457 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-025771 · form4.xml · nonDerivative · entry 1

Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · shares: The reporting person transferred 64,228 shares and 64,229 shares to each of two family trusts, respectively, of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries.

Read SEC document
October 04, 2024 Filed Oct 8, 2024 21:02 UTC
Wojcik Thomas MChief Operating Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 75,000 $0.00 Strike: $74.49 $0.00
Disclosure

SEC source: 0001127602-24-025336 · form4.xml · derivative · entry 3

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,645

Underlying: Common Stock · 75,000 shares

Expires 2026-08-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 04, 2024 Filed Oct 8, 2024 21:02 UTC
Wojcik Thomas MChief Operating Officer
Tax withholdingCommon Stock 53,599 $181.18 $9,711,066.82
Disclosure

SEC source: 0001127602-24-025336 · form4.xml · nonDerivative · entry 2

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,793

Read SEC document
October 04, 2024 Filed Oct 8, 2024 21:02 UTC
Wojcik Thomas MChief Operating Officer
Exercise / conversionCommon Stock 75,000 $74.49 $5,586,750.00
Disclosure

SEC source: 0001127602-24-025336 · form4.xml · nonDerivative · entry 1

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,392

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 02, 2024 Filed Oct 4, 2024 21:04 UTC
Horgen Jay C.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 100,000 $0.00 Strike: $74.49 $0.00
Disclosure

SEC source: 0001127602-24-025263 · form4.xml · derivative · entry 4

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 300,000

Underlying: Common Stock · 100,000 shares

Expires 2026-08-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 02, 2024 Filed Oct 4, 2024 21:04 UTC
Horgen Jay C.Director · President and CEO
Tax withholdingCommon Stock 65,230 $180.25 $11,757,707.50
Disclosure

SEC source: 0001127602-24-025263 · form4.xml · nonDerivative · entry 2

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 402,746

Read SEC document
October 02, 2024 Filed Oct 4, 2024 21:04 UTC
Horgen Jay C.Director · President and CEO
Exercise / conversionCommon Stock 100,000 $74.49 $7,449,000.00
Disclosure

SEC source: 0001127602-24-025263 · form4.xml · nonDerivative · entry 1

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 467,976

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 20, 2024 Filed Aug 20, 2024 22:18 UTC
Horgen Jay C.Director · President and CEO
SaleCommon Stock 9,300 $169.93 $1,580,349.00
Disclosure

SEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 4

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 367,976

F2 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $169.15 to $171.72. Specific transaction details will be provided to the SEC upon request.

Read SEC document
August 19, 2024 Filed Aug 20, 2024 22:18 UTC
Horgen Jay C.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 200,000 $0.00 Strike: $74.49 $0.00
Disclosure

SEC source: 0001127602-24-022664 · form4.xml · derivative · entry 6

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400,000

Underlying: Common Stock · 200,000 shares

Expires 2026-08-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 19, 2024 Filed Aug 20, 2024 22:18 UTC
Horgen Jay C.Director · President and CEO
SaleCommon Stock 9,000 $171.98 $1,547,820.00
Disclosure

SEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 3

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 377,276

F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $171.62 to $172.73. Specific transaction details will be provided to the SEC upon request.

Read SEC document
August 19, 2024 Filed Aug 20, 2024 22:18 UTC
Horgen Jay C.Director · President and CEO
Tax withholdingCommon Stock 132,728 $172.00 $22,829,216.00
Disclosure

SEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 2

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 386,276

Read SEC document
August 19, 2024 Filed Aug 20, 2024 22:18 UTC
Horgen Jay C.Director · President and CEO
Exercise / conversionCommon Stock 200,000 $74.49 $14,898,000.00
Disclosure

SEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 1

Horgen Jay C. · CIK 0001432993 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 519,004

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:15 UTC
Wojcik Thomas MChief Operating Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 127,500 $0.00 Strike: $74.49 $0.00
Disclosure

SEC source: 0001127602-24-022661 · form4.xml · derivative · entry 5

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 245,645

Underlying: Common Stock · 127,500 shares

Expires 2026-08-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:15 UTC
Wojcik Thomas MChief Operating Officer
SaleCommon Stock 4,786 $172.71 $826,590.06
Disclosure

SEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 4

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,392

F2 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $170.40 to $173.50. Specific transaction details will be provided to the SEC upon request.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:15 UTC
Wojcik Thomas MChief Operating Officer
GiftCommon Stock 3,125 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 3

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,178

F1 · kind: Gift of common stock to a charitable donor advised fund.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:15 UTC
Wojcik Thomas MChief Operating Officer
Tax withholdingCommon Stock 92,364 $172.25 $15,909,699.00
Disclosure

SEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 2

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,303

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:15 UTC
Wojcik Thomas MChief Operating Officer
Exercise / conversionCommon Stock 127,500 $74.49 $9,497,475.00
Disclosure

SEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 1

Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,667

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:13 UTC
Jamal Rizwan MHead of Affiliate Investments
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 428,807 $0.00 Strike: $74.49 $0.00
Disclosure

SEC source: 0001127602-24-022660 · form4.xml · derivative · entry 5

Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 428,807 shares

Expires 2026-08-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:13 UTC
Jamal Rizwan MHead of Affiliate Investments
SaleCommon Stock 8,622 $172.89 $1,490,657.58
Disclosure

SEC source: 0001127602-24-022660 · form4.xml · nonDerivative · entry 3

Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,457

F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $171.89 to $173.49. Specific transaction details will be provided to the SEC upon request.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:13 UTC
Jamal Rizwan MHead of Affiliate Investments
Tax withholdingCommon Stock 303,224 $172.25 $52,230,334.00
Disclosure

SEC source: 0001127602-24-022660 · form4.xml · nonDerivative · entry 2

Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,079

Read SEC document
August 16, 2024 Filed Aug 20, 2024 22:13 UTC
Jamal Rizwan MHead of Affiliate Investments
Exercise / conversionCommon Stock 428,807 $74.49 $31,941,833.43
Disclosure

SEC source: 0001127602-24-022660 · form4.xml · nonDerivative · entry 1

Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 440,303

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.