Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | July 28, 2020 | July 30, 2020 |
| American Renal Associates Holdings, Inc.ARA · Entity 143402 | Director | March 19, 2018 | March 20, 2018 |
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 July 28, 2020 · Filed July 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.63 · Expires 2027-07-28 | Direct | 2,239 |
Reported balance
After 2020-07-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-07-28 · Grant · Acquired 2,239 · Balance 2,239 F1: This option is exercisable in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,493 |
Reported balance
After 2020-07-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-07-28 · Grant · Acquired 2,493 · Balance 2,493 F2: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: This option is exercisable in 25% increments on each of August 15, 2021, 2022, 2023 and 2024.
F2: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024.
American Renal Associates Holdings, Inc.
Report date March 19, 2018 · Filed March 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,526 |
Reported balance
After 2018-03-19 transaction · row 1
1 source rowRow 1 · 2018-03-19 · Grant · Acquired 5,725 · Balance 19,526 F1: Reflects a grant of restricted stock that vests on March 19, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock that vests on March 19, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Press Ganey Holdings, Inc.
Report date October 21, 2016 · Filed October 25, 2016
Section 16 reporting ended · disclosed 2016-10-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-10-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-10-21 · Tax withholding · Disposed 170,192 · Balance 731,711 F1: Represents shares withheld by the company for payment of tax liability incident to the vesting of restricted common stock. Row 2 · 2016-10-21 · Disposition to issuer · Disposed 731,711 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the company for payment of tax liability incident to the vesting of restricted common stock.
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 |
|---|---|---|---|---|---|---|
| July 28, 2020 Filed Jul 30, 2020 23:43 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 2,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-022327 · form4.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 Underlying: Common Stock · 2,493 shares Expires not disclosed F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 23:43 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,239 | $0.00 Strike: $69.63 | $0.00 |
DisclosureSEC source: 0001127602-20-022327 · form4.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239 Underlying: Common Stock · 2,239 shares Expires 2027-07-28 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004077 · form4.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488 Underlying: Common Stock · 488 shares Expires not disclosed F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,958 | $0.00 Strike: $82.07 | $0.00 |
DisclosureSEC source: 0001127602-20-004077 · form4.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,958 Underlying: Common Stock · 2,958 shares Expires 2027-02-04 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 3,411 | $0.00 Strike: $65.51 | $0.00 |
DisclosureSEC source: 0001127602-19-033595 · form4.xml · derivative · entry 3 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,411 shares Expires 2019-12-02 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 21, 2019 Filed Nov 22, 2019 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 3,411 | $84.38 | $287,820.18 |
DisclosureSEC source: 0001127602-19-033595 · form4.xml · nonDerivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,269 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $84.01 to $84.76. Specific transaction details will be provided to the SEC upon request. F2 · balance_after: Includes one share of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| November 21, 2019 Filed Nov 22, 2019 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 3,411 | $65.51 | $223,454.61 |
DisclosureSEC source: 0001127602-19-033595 · form4.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,680 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 |
| July 30, 2019 Filed Aug 1, 2019 21:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025701 · form4.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461 Underlying: Common Stock · 461 shares Expires not disclosed F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 21:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,661 | $0.00 Strike: $86.78 | $0.00 |
DisclosureSEC source: 0001127602-19-025701 · form4.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,661 Underlying: Common Stock · 2,661 shares Expires 2026-07-30 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 364 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001563 · edgar.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364 Underlying: Common Stock · 364 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,787 | $0.00 Strike: $110.02 | $0.00 |
DisclosureSEC source: 0001179110-19-001563 · edgar.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,787 Underlying: Common Stock · 1,787 shares Expires 2026-02-05 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| November 16, 2018 Filed Nov 16, 2018 22:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 2,034 | $0.00 Strike: $90.22 | $0.00 |
DisclosureSEC source: 0001179110-18-012954 · edgar.xml · derivative · entry 3 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,034 shares Expires 2018-12-14 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 16, 2018 Filed Nov 16, 2018 22:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 2,034 | $112.78 | $229,394.52 |
DisclosureSEC source: 0001179110-18-012954 · edgar.xml · nonDerivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,787 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $112.55 to $112.91. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| November 16, 2018 Filed Nov 16, 2018 22:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,034 | $90.22 | $183,507.48 |
DisclosureSEC source: 0001179110-18-012954 · edgar.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,821 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 |
| July 31, 2018 Filed Aug 2, 2018 21:17 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010167 · edgar.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 250 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 21:17 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,353 | $0.00 Strike: $160.01 | $0.00 |
DisclosureSEC source: 0001179110-18-010167 · edgar.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,353 Underlying: Common Stock · 1,353 shares Expires 2025-07-31 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| May 04, 2018 Filed May 8, 2018 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,981 | $0.00 Strike: $99.66 | $0.00 |
DisclosureSEC source: 0001179110-18-006432 · edgar.xml · derivative · entry 4 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,981 shares Expires 2018-07-19 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 |
| May 04, 2018 Filed May 8, 2018 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 5,625 | $0.00 Strike: $86.13 | $0.00 |
DisclosureSEC source: 0001179110-18-006432 · edgar.xml · derivative · entry 3 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,625 shares Expires 2018-07-22 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 |
| May 04, 2018 Filed May 8, 2018 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,981 | $99.66 | $197,426.46 |
DisclosureSEC source: 0001179110-18-006432 · edgar.xml · nonDerivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,787 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 |
| May 04, 2018 Filed May 8, 2018 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,625 | $86.13 | $484,481.25 |
DisclosureSEC source: 0001179110-18-006432 · edgar.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,806 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 19, 2018 Filed Mar 20, 2018 20:43 UTC | American Renal Associates Holdings, Inc. ARA · Entity 143402 | GrantCommon Stock | 5,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001498068-18-000042 · wf-form4_152159301431951.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,526 F1 · shares: Reflects a grant of restricted stock that vests on March 19, 2019. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:49 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001384 · edgar.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197 Underlying: Common Stock · 197 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:49 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,116 | $0.00 Strike: $203.22 | $0.00 |
DisclosureSEC source: 0001179110-18-001384 · edgar.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,116 Underlying: Common Stock · 1,116 shares Expires 2025-01-30 F1 · derivative.exercise_date: This option vests in 25% increments on each of January 1, 2019, 2020, 2021 and 2022, and each increment is exercisable on or after such date, as applicable. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 21:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 5,625 | $0.00 Strike: $116.35 | $0.00 |
DisclosureSEC source: 0001179110-17-014043 · edgar.xml · derivative · entry 5 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,625 shares Expires 2017-12-20 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 09, 2017 Filed Nov 13, 2017 21:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 2,080 | $0.00 Strike: $95.82 | $0.00 |
DisclosureSEC source: 0001179110-17-014043 · edgar.xml · derivative · entry 4 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,080 shares Expires 2017-12-14 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 09, 2017 Filed Nov 13, 2017 21:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 7,705 | $185.27 | $1,427,505.35 |
DisclosureSEC source: 0001179110-17-014043 · edgar.xml · nonDerivative · entry 3 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,717 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $184.01 to $186.63. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 21:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,625 | $116.35 | $654,468.75 |
DisclosureSEC source: 0001179110-17-014043 · edgar.xml · nonDerivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,422 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 09, 2017 Filed Nov 13, 2017 21:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,080 | $95.82 | $199,305.60 |
DisclosureSEC source: 0001179110-17-014043 · edgar.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,797 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 01, 2017 Filed Aug 3, 2017 21:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011049 · edgar.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215 Underlying: Common Stock · 215 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,207 | $0.00 Strike: $185.98 | $0.00 |
DisclosureSEC source: 0001179110-17-011049 · edgar.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,207 Underlying: Common Stock · 1,207 shares Expires 2024-08-01 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 3,277 | $62.91 Strike: $62.91 | $206,156.07 |
DisclosureSEC source: 0001179110-17-007861 · edgar.xml · derivative · entry 5 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,277 shares Expires 2017-07-20 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 |
| May 19, 2017 Filed May 23, 2017 21:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 5,625 | $119.00 Strike: $119.00 | $669,375.00 |
DisclosureSEC source: 0001179110-17-007861 · edgar.xml · derivative · entry 4 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,625 shares Expires 2017-07-24 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 |
| May 19, 2017 Filed May 23, 2017 21:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 8,902 | $152.89 | $1,361,026.78 |
DisclosureSEC source: 0001179110-17-007861 · edgar.xml · nonDerivative · entry 3 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,717 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $152.75 to $153.00. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| May 19, 2017 Filed May 23, 2017 21:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 3,277 | $62.91 | $206,156.07 |
DisclosureSEC source: 0001179110-17-007861 · edgar.xml · nonDerivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,619 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 |
| May 19, 2017 Filed May 23, 2017 21:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,625 | $119.00 | $669,375.00 |
DisclosureSEC source: 0001179110-17-007861 · edgar.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,342 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 10, 2017 Filed Mar 13, 2017 17:32 UTC | American Renal Associates Holdings, Inc. ARA · Entity 143402 | GrantCommon Stock | 13,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004509 · edgar.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,801 F1 · kind: Reflects a grant of restricted stock that vests as follows: (a) 6,326 shares immediately vested on the grant date, March 10, 2017, and (b) 7,475 shares vest on March 10, 2018. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:49 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001524 · edgar.xml · derivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263 Underlying: Common Stock · 263 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:49 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,292 | $0.00 Strike: $152.36 | $0.00 |
DisclosureSEC source: 0001179110-17-001524 · edgar.xml · derivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,292 Underlying: Common Stock · 1,292 shares Expires 2024-01-31 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| October 21, 2016 Filed Oct 25, 2016 15:43 UTC | Press Ganey Holdings, Inc. PGND · Entity 181517 | Disposition to issuerCommon Stock | 731,711 | $40.50 | $29,634,295.50 |
DisclosureSEC source: 0001179110-16-030912 · edgar.xml · nonDerivative · entry 2 Ryan Patrick T · CIK 0001304235 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 21, 2016 Filed Oct 25, 2016 15:43 UTC | Press Ganey Holdings, Inc. PGND · Entity 181517 | Tax withholdingCommon Stock | 170,192 | $40.50 | $6,892,776.00 |
DisclosureSEC source: 0001179110-16-030912 · edgar.xml · nonDerivative · entry 1 Ryan Patrick T · CIK 0001304235 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731,711 F1 · shares: Represents shares withheld by the company for payment of tax liability incident to the vesting of restricted common stock. 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.