Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | July 30, 2026 | August 03, 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 July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 274 |
Reported balance
After 2026-07-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-30 · Grant · Acquired 274 · Balance 274 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Aug 3, 2026 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000080 · form4.xml · derivative · entry 1 Cates G. Staley · CIK 0002125273 · 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 |
| May 06, 2026 Filed May 6, 2026 23:27 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 1,500 | $305.83 | $458,745.00 |
DisclosureSEC source: 0001004434-26-000053 · form4.xml · nonDerivative · entry 1 Cates G. Staley · CIK 0002125273 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,405 Read SEC document |
| May 01, 2026 Filed May 5, 2026 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000051 · form4.xml · derivative · entry 1 Cates G. Staley · CIK 0002125273 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172 Underlying: Common Stock · 172 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.