Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Chief Administrative Officer | January 02, 2018 | January 03, 2018 |
| AMG BBH Asset-Backed Credit Fund, LLCBBASX · Entity 27554 | Director | July 01, 2026 | July 01, 2026 |
| AMG Pantheon Credit Solutions FundPCSZX · Entity 31357 | Director | June 12, 2025 | June 18, 2025 |
| AMG Pantheon Fund, LLCXPEPX · Entity 19810 | Director | January 28, 2026 | February 02, 2026 |
| AMG Pantheon Infrastructure Fund, LLCPBLSX · Entity 65 | Director | June 09, 2025 | June 18, 2025 |
| AMG Pantheon Master Fund, LLCN/A · Entity 19808 | Director | January 28, 2026 | February 02, 2026 |
| John Hancock Comvest Private Income FundNONE · Entity 48358 | Director | October 20, 2023 | October 24, 2023 |
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 January 02, 2018 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,135 |
Reported balance
After 2018-01-02 transaction · row 1
1 source rowRow 1 · 2018-01-02 · Tax withholding · Disposed 1,547 · Balance 26,135 F1: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of certain previously reported awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of certain previously reported awards.
AMG BBH Asset-Backed Credit Fund, LLC
Report date July 01, 2026 · Filed July 01, 2026
This filing explicitly reported no securities owned.
AMG Pantheon Credit Solutions Fund
Report date June 12, 2025 · Filed June 18, 2025
This filing explicitly reported no securities owned.
AMG Pantheon Fund, LLC
Report date January 28, 2026 · Filed February 02, 2026
This filing explicitly reported no securities owned.
AMG Pantheon Infrastructure Fund, LLC
Report date June 09, 2025 · Filed June 18, 2025
This filing explicitly reported no securities owned.
AMG Pantheon Master Fund, LLC
Report date January 28, 2026 · Filed February 02, 2026
This filing explicitly reported no securities owned.
John Hancock Comvest Private Income Fund
Report date October 20, 2023 · Filed October 24, 2023
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| January 02, 2018 Filed Jan 3, 2018 23:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,547 | $205.25 | $317,521.75 |
DisclosureSEC source: 0001179110-18-000413 · edgar.xml · nonDerivative · entry 1 MacEwen Peter W · CIK 0001702988 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,135 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of certain previously reported awards. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $99.66 | $0.00 |
DisclosureSEC source: 0001179110-17-015078 · edgar.xml · derivative · entry 3 MacEwen Peter W · CIK 0001702988 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2018-07-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 10,000 | $197.67 | $1,976,700.00 |
DisclosureSEC source: 0001179110-17-015078 · edgar.xml · nonDerivative · entry 2 MacEwen Peter W · CIK 0001702988 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,682 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $197.96 to $198.01. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 10,000 | $99.66 | $996,600.00 |
DisclosureSEC source: 0001179110-17-015078 · edgar.xml · nonDerivative · entry 1 MacEwen Peter W · CIK 0001702988 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,682 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.