Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director · Executive Chairman | 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 | 161,021 |
Ending reported balance
After 2020-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-03 · Grant · Acquired 19,088 · Balance 167,994 F1: 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. Row 2 · 2020-03-03 · Tax withholding · Disposed 6,973 · Balance 161,021 F2: 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. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,839 |
Reported balance
After 2020-03-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-03-03 · Grant · Acquired 10,839 · Balance 10,839 F3: 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: 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.
F2: 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.
F3: 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 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 10,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009664 · form4.xml · derivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,839 Underlying: Common Stock · 10,839 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 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 6,973 | $73.81 | $514,677.13 |
DisclosureSEC source: 0001127602-20-009664 · form4.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,021 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 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 19,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009664 · form4.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,994 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 02, 2020 Filed Jan 3, 2020 23:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,648 | $83.99 | $138,415.52 |
DisclosureSEC source: 0001127602-20-000875 · form4.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,906 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 |
| January 01, 2020 Filed Jan 3, 2020 23:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 11,839 | $84.74 | $1,003,236.86 |
DisclosureSEC source: 0001127602-20-000875 · form4.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,554 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 22:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantEmployee Stock Option (Right to Buy) · Derivative | 91,902 | $122.40 Strike: $122.40 | $11,248,804.80 |
DisclosureSEC source: 0001179110-19-002379 · edgar.xml · derivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,902 Underlying: Common Stock · 91,902 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 22:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 17,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001548 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,393 F1 · shares: The award vests in four equal installments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 23:19 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,032 | $98.23 | $101,373.36 |
DisclosureSEC source: 0001179110-19-000319 · edgar.xml · nonDerivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,078 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 23:19 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 10,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000319 · edgar.xml · derivative · entry 4 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,744 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 23:19 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 15,807 | $97.44 | $1,540,234.08 |
DisclosureSEC source: 0001179110-19-000319 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,110 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 23:19 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 10,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000319 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,917 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 09, 2018 Filed Jul 10, 2018 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 70,031 | $0.00 Strike: $99.66 | $0.00 |
DisclosureSEC source: 0001179110-18-009594 · edgar.xml · derivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 70,031 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 |
| July 09, 2018 Filed Jul 10, 2018 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 36,635 | $150.90 | $5,528,221.50 |
DisclosureSEC source: 0001179110-18-009594 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,173 Read SEC document |
| July 09, 2018 Filed Jul 10, 2018 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 70,031 | $99.66 | $6,979,289.46 |
DisclosureSEC source: 0001179110-18-009594 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,808 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 2, 2018 00:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 15,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001392 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,777 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 23:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 16,710 | $205.25 | $3,429,727.50 |
DisclosureSEC source: 0001179110-18-000408 · edgar.xml · nonDerivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,031 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 23:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 17,191 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000408 · edgar.xml · derivative · entry 5 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,191 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. F3 · derivative.exercise_date: Reflects a portion of an award previously reported in December 2013, which vests in four equal installments from 2018 to 2021. F3 · derivative.expiration_date: Reflects a portion of an award previously reported in December 2013, which vests in four equal installments from 2018 to 2021. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 10,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000408 · edgar.xml · derivative · entry 4 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,744 Underlying: Common Stock · 10,744 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 23:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 17,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000408 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,741 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. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 10,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000408 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,550 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 17, 2017 Filed Nov 20, 2017 23:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 69,800 | $185.48 | $12,946,504.00 |
DisclosureSEC source: 0001179110-17-014392 · edgar.xml · nonDerivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,806 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $184.26 to $187.24. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 23:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 78,966 | $0.00 Strike: $99.66 | $0.00 |
DisclosureSEC source: 0001179110-17-014392 · edgar.xml · derivative · entry 4 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,031 Underlying: Common Stock · 78,966 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 |
| November 16, 2017 Filed Nov 20, 2017 23:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 34,337 | $185.49 | $6,369,170.13 |
DisclosureSEC source: 0001179110-17-014392 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,606 Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 23:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 78,966 | $99.66 | $7,869,751.56 |
DisclosureSEC source: 0001179110-17-014392 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,943 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 13, 2017 Filed Jun 14, 2017 21:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 56,928 | $161.07 | $9,169,392.96 |
DisclosureSEC source: 0001179110-17-009083 · edgar.xml · nonDerivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,977 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $160.08 to $162.34. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 21:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 56,928 | $0.00 Strike: $95.82 | $0.00 |
DisclosureSEC source: 0001179110-17-009083 · edgar.xml · derivative · entry 4 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,928 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 |
| June 12, 2017 Filed Jun 14, 2017 21:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 33,784 | $162.15 | $5,478,075.60 |
DisclosureSEC source: 0001179110-17-009083 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,905 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 21:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 56,928 | $95.82 | $5,454,840.96 |
DisclosureSEC source: 0001179110-17-009083 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,689 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 31, 2017 Filed Feb 2, 2017 22:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 39,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001519 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,761 F1 · shares: The award vests in four equal installments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| January 02, 2017 Filed Jan 3, 2017 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 17,191 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000109 · edgar.xml · derivative · entry 7 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,191 Underlying: Common Stock · 17,191 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. F4 · derivative.exercise_date: Reflects the vesting of a portion of an award previously reported in December 2013. The remaining portion is subject to vesting from 2018 to 2021. F4 · derivative.expiration_date: Reflects the vesting of a portion of an award previously reported in December 2013. The remaining portion is subject to vesting from 2018 to 2021. Read SEC document |
| January 02, 2017 Filed Jan 3, 2017 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 22,604 | $145.30 | $3,284,361.20 |
DisclosureSEC source: 0001179110-17-000109 · edgar.xml · nonDerivative · entry 4 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,987 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 02, 2017 Filed Jan 3, 2017 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 17,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000109 · edgar.xml · nonDerivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,591 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 01, 2017 Filed Jan 3, 2017 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 10,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000109 · edgar.xml · derivative · entry 6 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,488 Underlying: Common Stock · 10,744 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. F3 · derivative.exercise_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. F3 · 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 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 8,796 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000109 · edgar.xml · derivative · entry 5 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,796 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 2014. Award vests in four equal installments from 2014 to 2017. F2 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2014. Award vests in four equal installments from 2014 to 2017. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 10,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000109 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,400 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. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 8,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000109 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,656 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 |
| December 15, 2016 Filed Dec 16, 2016 22:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 35,568 | $0.00 Strike: $95.82 | $0.00 |
DisclosureSEC source: 0001179110-16-033128 · edgar.xml · derivative · entry 6 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,928 Underlying: Common Stock · 35,568 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 |
| December 15, 2016 Filed Dec 16, 2016 22:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 35,568 | $153.27 | $5,451,507.36 |
DisclosureSEC source: 0001179110-16-033128 · edgar.xml · nonDerivative · entry 4 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,860 F2 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $151.05 to $156.43. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 22:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 35,568 | $95.82 | $3,408,125.76 |
DisclosureSEC source: 0001179110-16-033128 · edgar.xml · nonDerivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,428 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 |
| December 14, 2016 Filed Dec 16, 2016 22:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 26,432 | $0.00 Strike: $95.82 | $0.00 |
DisclosureSEC source: 0001179110-16-033128 · edgar.xml · derivative · entry 5 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,496 Underlying: Common Stock · 26,432 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 |
| December 14, 2016 Filed Dec 16, 2016 22:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 26,432 | $156.95 | $4,148,502.40 |
DisclosureSEC source: 0001179110-16-033128 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,860 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $155.75 to $160.75. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 22:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 26,432 | $95.82 | $2,532,714.24 |
DisclosureSEC source: 0001179110-16-033128 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,292 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 |
| December 06, 2016 Filed Dec 6, 2016 23:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 31,072 | $0.00 Strike: $95.82 | $0.00 |
DisclosureSEC source: 0001179110-16-032487 · edgar.xml · derivative · entry 3 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,928 Underlying: Common Stock · 31,072 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 |
| December 06, 2016 Filed Dec 6, 2016 23:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 24,428 | $153.60 | $3,752,140.80 |
DisclosureSEC source: 0001179110-16-032487 · edgar.xml · nonDerivative · entry 2 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,860 Read SEC document |
| December 06, 2016 Filed Dec 6, 2016 23:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 31,072 | $95.82 | $2,977,319.04 |
DisclosureSEC source: 0001179110-16-032487 · edgar.xml · nonDerivative · entry 1 HEALEY SEAN M · CIK 0001195471 · Director · CEO and Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,288 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.