Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | August 15, 2026 | August 18, 2026 |
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 August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,375 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Exercise / conversion · Acquired 848 · Balance 18,375 F1: Reflects the vesting of previously reported awards. Awards vest 2023-2027. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,731 |
Reported balance
After 2026-08-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-15 · Exercise / conversion · Disposed 848 · Balance 1,731 F1: Reflects the vesting of previously reported awards. Awards vest 2023-2027. F2: Inclusive of previously reported deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of previously reported awards. Awards vest 2023-2027.
F2: Inclusive of previously reported deferred stock units.
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 |
|---|---|---|---|---|---|---|
| August 15, 2026 Filed Aug 18, 2026 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000099 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,731 Underlying: Common Stock · 848 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2023-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2023-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2023-2027. F2 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 848 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000099 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,375 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2023-2027. Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000086 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274 Underlying: Common Stock · 274 shares Expires not disclosed F1 · 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 full on August 15, 2027. F1 · 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 full on August 15, 2027. F1 · 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 full on August 15, 2027. Read SEC document |
| June 12, 2026 Filed Jun 15, 2026 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 2,958 | $0.00 Strike: $82.07 | $0.00 |
DisclosureSEC source: 0001004434-26-000068 · form4.xml · derivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,958 shares Expires 2027-02-04 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, 2026 Filed Jun 15, 2026 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 685 | $354.62 | $242,914.70 |
DisclosureSEC source: 0001004434-26-000068 · form4.xml · nonDerivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,527 Read SEC document |
| June 12, 2026 Filed Jun 15, 2026 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,958 | $82.07 | $242,763.06 |
DisclosureSEC source: 0001004434-26-000068 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,212 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 335 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000017 · form4.xml · derivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335 Underlying: Common Stock · 335 shares Expires not disclosed F3 · 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 full on March 5, 2027. F3 · 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 full on March 5, 2027. F3 · 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 full on March 5, 2027. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000017 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,970 Underlying: Common Stock · 867 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2023-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2023-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2023-2027. F2 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000017 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,254 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2023-2027. Read SEC document |
| November 25, 2025 Filed Nov 28, 2025 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 3,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-25-000064 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,387 F1 · kind: Gift of common stock to a charitable donor advised fund. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 21:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020597 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,837 Underlying: Common Stock · 1,117 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F2 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 21:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020597 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,886 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 21:33 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020018 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477 Underlying: Common Stock · 477 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2026. Read SEC document |
| May 12, 2025 Filed May 13, 2025 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,361 | $0.00 Strike: $86.78 | $0.00 |
DisclosureSEC source: 0001127602-25-014116 · form4.xml · derivative · entry 7 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,361 shares Expires 2026-07-30 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 12, 2025 Filed May 13, 2025 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,787 | $0.00 Strike: $110.02 | $0.00 |
DisclosureSEC source: 0001127602-25-014116 · form4.xml · derivative · entry 6 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,787 shares Expires 2026-02-05 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 12, 2025 Filed May 13, 2025 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,353 | $0.00 Strike: $160.01 | $0.00 |
DisclosureSEC source: 0001127602-25-014116 · form4.xml · derivative · entry 5 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,353 shares Expires 2025-07-31 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 12, 2025 Filed May 13, 2025 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,891 | $183.83 | $531,452.53 |
DisclosureSEC source: 0001127602-25-014116 · form4.xml · nonDerivative · entry 4 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,769 Read SEC document |
| May 12, 2025 Filed May 13, 2025 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,361 | $86.78 | $118,107.58 |
DisclosureSEC source: 0001127602-25-014116 · form4.xml · nonDerivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,660 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 12, 2025 Filed May 13, 2025 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,787 | $110.02 | $196,605.74 |
DisclosureSEC source: 0001127602-25-014116 · form4.xml · nonDerivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,299 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 12, 2025 Filed May 13, 2025 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,353 | $160.01 | $216,493.53 |
DisclosureSEC source: 0001127602-25-014116 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,512 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008737 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,477 Underlying: Common Stock · 1,195 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F2 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008737 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,159 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 22:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003878 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548 Underlying: Common Stock · 548 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000490 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,124 Underlying: Common Stock · 31 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of a previously reported award. Award vests 2022-2025. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vests 2022-2025. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vests 2022-2025. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000490 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,964 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of a previously reported award. Award vests 2022-2025. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 21:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022376 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,155 Underlying: Common Stock · 1,020 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2021-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2021-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2021-2027. F2 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 21:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022376 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,933 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2021-2027. Read SEC document |
| July 31, 2024 Filed Jul 31, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,300 | $0.00 Strike: $86.78 | $0.00 |
DisclosureSEC source: 0001127602-24-021268 · form4.xml · derivative · entry 5 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,361 Underlying: Common Stock · 1,300 shares Expires 2026-07-30 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, 2024 Filed Jul 31, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 608 | $185.62 | $112,856.96 |
DisclosureSEC source: 0001127602-24-021268 · form4.xml · nonDerivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,913 Read SEC document |
| July 31, 2024 Filed Jul 31, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,300 | $86.78 | $112,814.00 |
DisclosureSEC source: 0001127602-24-021268 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,521 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 29, 2024 Filed Jul 31, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021268 · form4.xml · derivative · entry 4 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426 Underlying: Common Stock · 426 shares Expires not disclosed F2 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021268 · form4.xml · derivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 544 Underlying: Common Stock · 544 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009053 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,205 Underlying: Common Stock · 555 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F2 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009053 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,221 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:17 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003746 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638 Underlying: Common Stock · 638 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. F2 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. F2 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:17 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003746 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372 Underlying: Common Stock · 372 shares Expires not disclosed F1 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F1 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F1 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:31 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 153 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000566 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 153 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2021-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2021-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2021-2025. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:31 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 153 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000566 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,666 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2021-2025. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022843 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,903 Underlying: Common Stock · 844 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2021-2026. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2021-2026. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2021-2026. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022843 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,513 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2021-2026. Read SEC document |
| July 26, 2023 Filed Jul 28, 2023 20:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021525 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707 Underlying: Common Stock · 707 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 20:33 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,352 | $0.00 Strike: $141.03 | $0.00 |
DisclosureSEC source: 0001127602-23-019627 · form4.xml · derivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,352 shares Expires 2023-08-02 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 |
| June 29, 2023 Filed Jun 30, 2023 20:33 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,268 | $150.38 | $190,681.84 |
DisclosureSEC source: 0001127602-23-019627 · form4.xml · nonDerivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,669 Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 20:33 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,352 | $141.03 | $190,672.56 |
DisclosureSEC source: 0001127602-23-019627 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,937 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009330 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,040 Underlying: Common Stock · 410 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009330 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,585 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| February 06, 2023 Filed Feb 8, 2023 22:12 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004046 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587 Underlying: Common Stock · 587 shares Expires not disclosed F1 · 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 March 5, 2024, 2025, 2026 and 2027. F1 · 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 March 5, 2024, 2025, 2026 and 2027. F1 · 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 March 5, 2024, 2025, 2026 and 2027. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:29 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000609 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,863 Underlying: Common Stock · 360 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2020-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2020-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2020-2025. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:29 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000609 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2020-2025. F2 · balance_after: Balance includes two shares of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021230 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,223 Underlying: Common Stock · 651 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2021-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2021-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2021-2025. 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.