Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | EVP, Global Distribution | March 03, 2020 | March 05, 2020 |
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 March 03, 2020 · Filed March 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,262 |
Ending reported balance
After 2020-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-03 · Sale · Disposed 1,710 · Balance 7,912 F1: The shares were sold and purchased on the same day at the same price. Row 2 · 2020-03-03 · Purchase · Acquired 350 · Balance 8,262 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 2,224 |
Reported balance
After 2020-03-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-03-03 · Purchase · Acquired 1,360 · Balance 2,224 |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,419 |
Reported balance
After 2020-03-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-03-03 · Grant · Acquired 5,419 · Balance 5,419 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold and purchased on the same day at the same price.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| March 03, 2020 Filed Mar 5, 2020 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 5,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009652 · form4.xml · derivative · entry 4 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,419 Underlying: Common Stock · 5,419 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 1,360 | $71.67 | $97,471.20 |
DisclosureSEC source: 0001127602-20-009652 · form4.xml · nonDerivative · entry 3 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,224 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 350 | $71.67 | $25,084.50 |
DisclosureSEC source: 0001127602-20-009652 · form4.xml · nonDerivative · entry 2 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,262 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 1,710 | $71.67 | $122,555.70 |
DisclosureSEC source: 0001127602-20-009652 · form4.xml · nonDerivative · entry 1 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,912 F1 · price: The shares were sold and purchased on the same day at the same price. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,520 | $84.74 | $128,804.80 |
DisclosureSEC source: 0001127602-20-000889 · form4.xml · nonDerivative · entry 1 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,622 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 |
| May 13, 2019 Filed May 17, 2019 18:56 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 1,133 | $91.66 | $103,850.78 |
DisclosureSEC source: 0001179110-19-006241 · edgar.xml · nonDerivative · entry 2 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,142 Read SEC document |
| May 13, 2019 Filed May 17, 2019 18:56 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 1,133 | $91.66 | $103,850.78 |
DisclosureSEC source: 0001179110-19-006241 · edgar.xml · nonDerivative · entry 1 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,009 F1 · price: The shares were sold and purchased on the same day at the same price. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 4,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001551 · edgar.xml · nonDerivative · entry 1 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,142 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 23:28 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,008 | $97.44 | $98,219.52 |
DisclosureSEC source: 0001179110-19-000324 · edgar.xml · nonDerivative · entry 1 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,779 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 |
| October 31, 2018 Filed Nov 2, 2018 21:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 864 | $115.48 | $99,774.72 |
DisclosureSEC source: 0001179110-18-012500 · edgar.xml · nonDerivative · entry 3 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 864 Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 21:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 700 | $115.48 | $80,836.00 |
DisclosureSEC source: 0001179110-18-012500 · edgar.xml · nonDerivative · entry 2 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,787 Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 21:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 1,564 | $115.48 | $180,610.72 |
DisclosureSEC source: 0001179110-18-012500 · edgar.xml · nonDerivative · entry 1 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,087 F1 · price: The shares were sold and purchased on the same day at the same price. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:55 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 2,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001388 · edgar.xml · nonDerivative · entry 1 Cutler Hugh · CIK 0001729041 · EVP, Global Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,651 F1 · shares: The award vests in four equal installments on each of January 1, 2019, 2020, 2021 and 2022. F2 · balance_after: Reflects shares reported on Form 3 filed on February 1, 2018 as well as shares automatically surrendered for tax withholding that occurred subsequent to the effective date thereof. 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.