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, 2022 Filed Aug 17, 2022 21:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 651 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021230 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,813 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 01, 2022 Filed Aug 3, 2022 21:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 773 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020399 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773 Underlying: Common Stock · 773 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, 2023, 2024, 2025 and 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 25% increments on each of August 15, 2023, 2024, 2025 and 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 25% increments on each of August 15, 2023, 2024, 2025 and 2026. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 22:56 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008653 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,101 Underlying: Common Stock · 238 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 |
| March 05, 2022 Filed Mar 8, 2022 22:56 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008653 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,162 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 |
| February 22, 2022 Filed Feb 24, 2022 13:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 3,700 | $137.67 | $509,379.00 |
DisclosureSEC source: 0001127602-22-006423 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,924 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $137.00 to $137.99. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 13:31 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 685 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003872 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685 Underlying: Common Stock · 685 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 March 5, 2023, 2024, 2025 and 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 25% increments on each of March 5, 2023, 2024, 2025 and 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 25% increments on each of March 5, 2023, 2024, 2025 and 2026. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 472 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000585 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,654 Underlying: Common Stock · 472 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 2019-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2019-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2019-2025. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 472 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000585 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,224 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 · shares: Reflects the vesting of previously reported awards. Awards vest 2019-2025. F2 · balance_after: Balance includes four shares of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 12:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,543 | $0.00 Strike: $122.40 | $0.00 |
DisclosureSEC source: 0001127602-21-028204 · form4.xml · derivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,543 shares Expires 2023-02-03 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 02, 2021 Filed Nov 3, 2021 12:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,004 | $188.15 | $188,902.60 |
DisclosureSEC source: 0001127602-21-028204 · form4.xml · nonDerivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,748 Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 12:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,543 | $122.40 | $188,863.20 |
DisclosureSEC source: 0001127602-21-028204 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,752 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 447 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023895 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,346 Underlying: Common Stock · 447 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 portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. F1 · derivative.exercise_date: Reflects the vesting of a portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. F1 · derivative.expiration_date: Reflects the vesting of a portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 447 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023895 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,209 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 · shares: Reflects the vesting of a portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. Read SEC document |
| July 28, 2021 Filed Jul 29, 2021 21:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 559 | $0.00 Strike: $155.83 | $0.00 |
DisclosureSEC source: 0001127602-21-022612 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559 Underlying: Common Stock · 559 shares Expires 2028-07-28 F2 · derivative.exercise_date: This option is exercisable in 25% increments on each of August 15, 2022, 2023, 2024 and 2025. Read SEC document |
| July 28, 2021 Filed Jul 29, 2021 21:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022612 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 Underlying: Common Stock · 810 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 August 15, 2022, 2023, 2024 and 2025. 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 August 15, 2022, 2023, 2024 and 2025. 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 August 15, 2022, 2023, 2024 and 2025. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 21:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 954 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004721 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 954 Underlying: Common Stock · 954 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 March 5, 2022, 2023, 2024 and 2025. 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 March 5, 2022, 2023, 2024 and 2025. 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 March 5, 2022, 2023, 2024 and 2025. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 21:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 636 | $0.00 Strike: $132.10 | $0.00 |
DisclosureSEC source: 0001127602-21-004721 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636 Underlying: Common Stock · 636 shares Expires 2028-02-08 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of March 5, 2022, 2023, 2024 and 2025. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000707 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,809 Underlying: Common Stock · 559 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 2018-2024. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2018-2024. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2018-2024. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:09 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000707 · form4.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,762 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 2018-2024. F2 · balance_after: Balance includes seven shares of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| October 27, 2020 Filed Oct 29, 2020 20:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027656 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124 Underlying: Common Stock · 124 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 January 1, 2022, 2023, 2024 and 2025. 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 January 1, 2022, 2023, 2024 and 2025. 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 January 1, 2022, 2023, 2024 and 2025. Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 23:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 1,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-022326 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,793 Underlying: Common Stock · 1,793 shares Expires not disclosed F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 23:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,239 | $0.00 Strike: $69.63 | $0.00 |
DisclosureSEC source: 0001127602-20-022326 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239 Underlying: Common Stock · 2,239 shares Expires 2027-07-28 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004080 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · 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 22:41 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: 0001127602-20-004080 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · 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 21:43 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025708 · form4.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · 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 21:43 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: 0001127602-19-025708 · form4.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · 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 |
| March 01, 2019 Filed Mar 4, 2019 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,694 | $0.00 Strike: $107.63 | $0.00 |
DisclosureSEC source: 0001179110-19-003108 · edgar.xml · derivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,694 shares Expires 2019-03-03 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 01, 2019 Filed Mar 4, 2019 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 1,694 | $110.64 | $187,424.16 |
DisclosureSEC source: 0001179110-19-003108 · edgar.xml · nonDerivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,597 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $110.60 to $110.70. Specific transaction details will be provided to the SEC upon request. F2 · balance_after: Includes one share of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,694 | $107.63 | $182,325.22 |
DisclosureSEC source: 0001179110-19-003108 · edgar.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291 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 |
| February 05, 2019 Filed Feb 7, 2019 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 364 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001560 · edgar.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · 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 22:44 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: 0001179110-19-001560 · edgar.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · 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 21:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010166 · edgar.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · 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 21:15 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: 0001179110-18-010166 · edgar.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · 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 23:51 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001386 · edgar.xml · derivative · entry 3 Palandjian Tracy P. · CIK 0001543889 · 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 23:51 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: 0001179110-18-001386 · edgar.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · 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 |
| December 20, 2017 Filed Feb 1, 2018 23:51 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001386 · edgar.xml · nonDerivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,115 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011048 · edgar.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · 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 21:08 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: 0001179110-17-011048 · edgar.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · 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 22:50 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001525 · edgar.xml · derivative · entry 2 Palandjian Tracy P. · CIK 0001543889 · 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 22:50 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: 0001179110-17-001525 · edgar.xml · derivative · entry 1 Palandjian Tracy P. · CIK 0001543889 · 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.