Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | General Counsel and Secretary | November 15, 2022 | November 16, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AFFILIATED MANAGERS GROUP, INC.
Report date November 15, 2022 · Filed November 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,965 |
Ending reported balance
After 2022-11-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-15 · Exercise / conversion · Acquired 8,098 · Balance 25,952 Row 2 · 2022-11-15 · Tax withholding · Disposed 6,987 · Balance 18,965 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $122.40 · Expires 2023-02-03 | Direct | 0 |
Reported balance
After 2022-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-11-15 · Exercise / conversion · Disposed 8,098 · Balance 0 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 15, 2022 Filed Nov 16, 2022 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,098 | $0.00 Strike: $122.40 | $0.00 |
DisclosureSEC source: 0001127602-22-025829 · form4.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,098 shares Expires 2023-02-03 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 |
| November 15, 2022 Filed Nov 16, 2022 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 6,987 | $156.13 | $1,090,880.31 |
DisclosureSEC source: 0001127602-22-025829 · form4.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,965 Read SEC document |
| November 15, 2022 Filed Nov 16, 2022 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 8,098 | $122.40 | $991,195.20 |
DisclosureSEC source: 0001127602-22-025829 · form4.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,952 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 |
| March 05, 2022 Filed Mar 8, 2022 23:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 4,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008663 · form4.xml · derivative · entry 5 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,335 Underlying: Common Stock · 4,335 shares Expires not disclosed F4 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2023, 2024, 2025 and 2026. F4 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2023, 2024, 2025 and 2026. F4 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2023, 2024, 2025 and 2026. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008663 · form4.xml · derivative · entry 4 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,781 Underlying: Common Stock · 1,005 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 |
| March 05, 2022 Filed Mar 8, 2022 23:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,683 | $129.17 | $346,563.11 |
DisclosureSEC source: 0001127602-22-008663 · form4.xml · nonDerivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,854 F3 · 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, 2022 Filed Mar 8, 2022 23:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 5,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008663 · form4.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,537 F2 · price: Award granted in February 2019, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008663 · form4.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,811 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, 2022 Filed Jan 4, 2022 22:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000561 · form4.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,786 Underlying: Common Stock · 1,451 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 2019-2024. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2019-2024. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2019-2024. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 610 | $164.51 | $100,351.10 |
DisclosureSEC source: 0001127602-22-000561 · form4.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,806 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 |
| January 01, 2022 Filed Jan 4, 2022 22:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000561 · form4.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,416 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 · shares: Reflects the vesting of previously reported awards. Awards vest 2019-2024. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 4,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009928 · form4.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,020 Underlying: Common Stock · 4,020 shares Expires not disclosed F3 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2022, 2023, 2024 and 2025. F3 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2022, 2023, 2024 and 2025. F3 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2022, 2023, 2024 and 2025. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,278 | $139.31 | $178,038.18 |
DisclosureSEC source: 0001127602-21-009928 · form4.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,965 F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the settlement of the awards described above. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 3,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009928 · form4.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,243 F1 · shares: Awards granted in January 2017 and 2018, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000751 · form4.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,217 Underlying: Common Stock · 609 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. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F2 · balance_after: 1,387 restricted stock units (RSUs) previously reported as common stock are now being reported in Table II as derivative securities. The RSUs vest from 2022 to 2023. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 973 | $101.70 | $98,954.10 |
DisclosureSEC source: 0001127602-21-000751 · form4.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,063 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of previously reported awards. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000751 · form4.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,036 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. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F2 · balance_after: 1,387 restricted stock units (RSUs) previously reported as common stock are now being reported in Table II as derivative securities. The RSUs vest from 2022 to 2023. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 2,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009658 · form4.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,439 Underlying: Common Stock · 2,439 shares Expires not disclosed F3 · derivative.exercise_price: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F3 · derivative.exercise_date: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F3 · derivative.expiration_date: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 631 | $73.81 | $46,574.11 |
DisclosureSEC source: 0001127602-20-009658 · form4.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,814 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 January 2017 award. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009658 · form4.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,445 F1 · shares: Award granted in January 2017, a portion of which vested and settled following the achievement of certain performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,175 | $84.74 | $99,569.50 |
DisclosureSEC source: 0001127602-20-000884 · form4.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,784 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of previously reported awards. Read SEC document |
| February 22, 2019 Filed Feb 22, 2019 22:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,098 | $122.40 Strike: $122.40 | $991,195.20 |
DisclosureSEC source: 0001179110-19-002384 · edgar.xml · derivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,098 Underlying: Common Stock · 8,098 shares Expires 2023-02-03 F1 · derivative.exercise_date: Option awards granted on February 3, 2016, which previously vested and became exercisable in full following the achievement of certain performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 2,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001553 · edgar.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,959 F1 · shares: The award vests in four equal installments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000322 · edgar.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 632 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. F2 · derivative.exercise_date: Reflects the vesting of an award previously reported in January 2015. Award vested in four equal installments from 2016 to 2019. F2 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2015. Award vested in four equal installments from 2016 to 2019. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 784 | $97.44 | $76,392.96 |
DisclosureSEC source: 0001179110-19-000322 · edgar.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,778 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of certain previously reported awards. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 632 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000322 · edgar.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,562 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 |
| January 30, 2018 Filed Feb 1, 2018 23:57 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 1,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001389 · edgar.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,930 F1 · shares: The award vests in four equal installments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 23:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 812 | $205.25 | $166,663.00 |
DisclosureSEC source: 0001179110-18-000414 · edgar.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,749 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of certain previously reported awards. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000414 · edgar.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632 Underlying: Common Stock · 632 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. F2 · derivative.exercise_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. F2 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 632 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000414 · edgar.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,561 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 |
| June 30, 2017 Filed Jun 30, 2017 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 275 | $165.86 | $45,611.50 |
DisclosureSEC source: 0001179110-17-009832 · edgar.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,929 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of a previously reported award. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 3,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001522 · edgar.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · General Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,595 F1 · shares: The award vests in four equal installments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000107 · edgar.xml · derivative · entry 3 Billings David M. · CIK 0001611537 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264 Underlying: Common Stock · 632 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. F2 · derivative.exercise_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. F2 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 618 | $145.30 | $89,795.40 |
DisclosureSEC source: 0001179110-17-000107 · edgar.xml · nonDerivative · entry 2 Billings David M. · CIK 0001611537 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,215 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of certain previously reported awards. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 632 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000107 · edgar.xml · nonDerivative · entry 1 Billings David M. · CIK 0001611537 · EVP, General Counsel & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,833 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.