Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | February 04, 2020 | February 06, 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 February 04, 2020 · Filed February 06, 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 $82.07 · Expires 2027-02-04 | Direct | 2,958 |
Reported balance
After 2020-02-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-02-04 · Grant · Acquired 2,958 · Balance 2,958 F1: This option is exercisable in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 488 |
Reported balance
After 2020-02-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-02-04 · Grant · Acquired 488 · Balance 488 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 January 1, 2021, 2022, 2023 and 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: This option is exercisable in 25% increments on each of January 1, 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 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 |
|---|---|---|---|---|---|---|
| February 04, 2020 Filed Feb 6, 2020 22:43 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004083 · form4.xml · derivative · entry 2 Ferguson Niall · CIK 0001606161 · 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 22:43 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: 0001127602-20-004083 · form4.xml · derivative · entry 1 Ferguson Niall · CIK 0001606161 · 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 |
| July 30, 2019 Filed Aug 1, 2019 21:32 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025691 · form4.xml · derivative · entry 2 Ferguson Niall · CIK 0001606161 · 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 21:32 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: 0001127602-19-025691 · form4.xml · derivative · entry 1 Ferguson Niall · CIK 0001606161 · 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 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 364 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001557 · edgar.xml · derivative · entry 2 Ferguson Niall · CIK 0001606161 · 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 22:42 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: 0001179110-19-001557 · edgar.xml · derivative · entry 1 Ferguson Niall · CIK 0001606161 · 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 |
| July 31, 2018 Filed Aug 2, 2018 21:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010163 · edgar.xml · derivative · entry 2 Ferguson Niall · CIK 0001606161 · 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 21:13 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: 0001179110-18-010163 · edgar.xml · derivative · entry 1 Ferguson Niall · CIK 0001606161 · 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 |
| January 30, 2018 Filed Feb 1, 2018 23:43 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001380 · edgar.xml · derivative · entry 2 Ferguson Niall · CIK 0001606161 · 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 23:43 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: 0001179110-18-001380 · edgar.xml · derivative · entry 1 Ferguson Niall · CIK 0001606161 · 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 |
| August 01, 2017 Filed Aug 3, 2017 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011047 · edgar.xml · derivative · entry 2 Ferguson Niall · CIK 0001606161 · 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 21:06 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: 0001179110-17-011047 · edgar.xml · derivative · entry 1 Ferguson Niall · CIK 0001606161 · 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 |
| January 31, 2017 Filed Feb 2, 2017 22:51 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001526 · edgar.xml · derivative · entry 2 Ferguson Niall · CIK 0001606161 · 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 22:51 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: 0001179110-17-001526 · edgar.xml · derivative · entry 1 Ferguson Niall · CIK 0001606161 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.