Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director · President and CEO | June 08, 2026 | June 08, 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 June 08, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 261,877 |
Reported balance
After 2026-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-08 · Exercise / conversion · Acquired 75,000 · Balance 261,877 F1: Reflects the transfer of 150,000 shares of common stock to a grantor retained annuity trust. |
| Common StockSEC Table I · non-derivative | Direct | 222,206 |
Reported balance
After 2026-06-08 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-08 · Tax withholding · Disposed 39,671 · Balance 222,206 |
| Common StockSEC Table I · non-derivative | Direct | 204,706 |
Reported balance
After 2026-06-08 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-06-08 · Sale · Disposed 17,500 · Balance 204,706 F2: The price reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $336.33 to $341.88. Specific transaction details will be provided to the SEC upon request. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $74.49 · Expires 2026-08-15 | Direct | 0 |
Reported balance
After 2026-06-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-08 · Exercise / conversion · Disposed 75,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 34,058 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 34,058 |
| Common StockSEC Table I · non-derivative | IndirectBy GRATs | 350,000 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 350,000 F1: Reflects the transfer of 150,000 shares of common stock to a grantor retained annuity trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the transfer of 150,000 shares of common stock to a grantor retained annuity trust.
F2: The price reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $336.33 to $341.88. Specific transaction details will be provided to the SEC upon request.
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 |
|---|---|---|---|---|---|---|
| June 08, 2026 Filed Jun 8, 2026 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001004434-26-000065 · form4.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2026-08-15 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 08, 2026 Filed Jun 8, 2026 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 17,500 | $338.27 | $5,919,725.00 |
DisclosureSEC source: 0001004434-26-000065 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,706 F2 · price: The price reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $336.33 to $341.88. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| June 08, 2026 Filed Jun 8, 2026 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 39,671 | $336.62 | $13,354,052.02 |
DisclosureSEC source: 0001004434-26-000065 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,206 Read SEC document |
| June 08, 2026 Filed Jun 8, 2026 23:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 75,000 | $74.49 | $5,586,750.00 |
DisclosureSEC source: 0001004434-26-000065 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,877 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 · balance_after: Reflects the transfer of 150,000 shares of common stock to a grantor retained annuity trust. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 8,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000031 · form4.xml · derivative · entry 7 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,544 Underlying: Common Stock · 8,544 shares Expires not disclosed F5 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2027, 2028, 2029, and 2030. F5 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2027, 2028, 2029, and 2030. F5 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2027, 2028, 2029, and 2030. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 17,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000031 · form4.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,891 Underlying: Common Stock · 17,563 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 2023-2029. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2023-2029. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2023-2029. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 18,333 | $299.18 | $5,484,866.94 |
DisclosureSEC source: 0001004434-26-000031 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,877 F4 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 27,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000031 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,210 F3 · price: Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 17,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000031 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,950 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 2023-2029. F2 · balance_after: Reflects the transfer of 200,000 shares of common stock to a grantor retained annuity trust. Read SEC document |
| December 23, 2025 Filed Dec 23, 2025 22:05 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-25-000067 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 510,387 F1 · kind: Gift of common stock to a charitable donor advised fund. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-25-021195 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2026-08-15 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 |
| September 02, 2025 Filed Sep 4, 2025 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 44,935 | $229.97 | $10,333,701.95 |
DisclosureSEC source: 0001127602-25-021195 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514,387 Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 75,000 | $74.49 | $5,586,750.00 |
DisclosureSEC source: 0001127602-25-021195 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,322 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 12, 2025 Filed Aug 14, 2025 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-25-020463 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 75,000 shares Expires 2026-08-15 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 12, 2025 Filed Aug 14, 2025 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 45,607 | $219.70 | $10,019,857.90 |
DisclosureSEC source: 0001127602-25-020463 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 484,322 Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 75,000 | $74.49 | $5,586,750.00 |
DisclosureSEC source: 0001127602-25-020463 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 529,929 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 02, 2025 Filed Jul 3, 2025 18:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018821 · form4.xml · nonDerivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 34,058 F1 · shares: The reporting person transferred 14,000 shares to a family trust of which the reporting person and his spouse are trustees, and for which the reporting person and members of his immediate family are the beneficiaries. Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 18:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018821 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,929 F1 · shares: The reporting person transferred 14,000 shares to a family trust of which the reporting person and his spouse are trustees, and for which the reporting person and members of his immediate family are the beneficiaries. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-25-018821 · form4.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 75,000 shares Expires 2026-08-15 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 01, 2025 Filed Jul 3, 2025 18:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 47,191 | $198.72 | $9,377,795.52 |
DisclosureSEC source: 0001127602-25-018821 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 468,929 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 18:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 75,000 | $74.49 | $5,586,750.00 |
DisclosureSEC source: 0001127602-25-018821 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516,120 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 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 13,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008757 · form4.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,527 Underlying: Common Stock · 13,527 shares Expires not disclosed F4 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2026, 2027, 2028, and 2029. F4 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2026, 2027, 2028, and 2029. F4 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2026, 2027, 2028, and 2029. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 16,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008757 · form4.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,927 Underlying: Common Stock · 16,693 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 2022-2028. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2028. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2028. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 26,570 | $165.72 | $4,403,180.40 |
DisclosureSEC source: 0001127602-25-008757 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 441,120 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 48,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008757 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 467,690 F2 · price: Award granted in March 2022, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 16,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008757 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 419,439 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 2022-2028. Read SEC document |
| October 02, 2024 Filed Oct 4, 2024 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-025263 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 100,000 shares Expires 2026-08-15 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 |
| October 02, 2024 Filed Oct 4, 2024 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 65,230 | $180.25 | $11,757,707.50 |
DisclosureSEC source: 0001127602-24-025263 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402,746 Read SEC document |
| October 02, 2024 Filed Oct 4, 2024 21:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 100,000 | $74.49 | $7,449,000.00 |
DisclosureSEC source: 0001127602-24-025263 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 467,976 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 20, 2024 Filed Aug 20, 2024 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 9,300 | $169.93 | $1,580,349.00 |
DisclosureSEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367,976 F2 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $169.15 to $171.72. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-022664 · form4.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 200,000 shares Expires 2026-08-15 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 19, 2024 Filed Aug 20, 2024 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 9,000 | $171.98 | $1,547,820.00 |
DisclosureSEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,276 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $171.62 to $172.73. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 132,728 | $172.00 | $22,829,216.00 |
DisclosureSEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 386,276 Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 200,000 | $74.49 | $14,898,000.00 |
DisclosureSEC source: 0001127602-24-022664 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,004 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, 2024 Filed Mar 7, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantEmployee Stock Option (Right to Buy) · Derivative | 600,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-009061 · form4.xml · derivative · entry 7 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 600,000 shares Expires 2026-08-15 F5 · derivative.exercise_date: Reflects an option award granted in August 2019, which vests on August 15, 2024 following the satisfaction of applicable performance and service conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 15,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009061 · form4.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,702 Underlying: Common Stock · 15,702 shares Expires not disclosed F4 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2025, 2026, 2027, and 2028. F4 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2025, 2026, 2027, and 2028. F4 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2025, 2026, 2027, and 2028. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 12,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009061 · form4.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,918 Underlying: Common Stock · 12,767 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. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 14,281 | $158.58 | $2,264,680.98 |
DisclosureSEC source: 0001127602-24-009061 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319,004 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 22,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009061 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,285 F2 · price: Award granted in March 2021, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 12,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009061 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,674 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 |
| January 01, 2024 Filed Jan 3, 2024 22:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 5,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000570 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,685 Underlying: Common Stock · 5,792 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 2021-2024. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vests 2021-2024. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vests 2021-2024. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,365 | $151.42 | $358,108.30 |
DisclosureSEC source: 0001127602-24-000570 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,907 F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the award described above. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000570 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,272 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 2021-2024. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 47,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022837 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,990 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. The award vested on August 15, 2023. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2023. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2023. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 19,535 | $133.04 | $2,598,936.40 |
DisclosureSEC source: 0001127602-23-022837 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,480 F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the award described above. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 47,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022837 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314,015 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. The award vested on August 15, 2023. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:54 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 7,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009336 · form4.xml · derivative · entry 7 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,901 Underlying: Common Stock · 7,874 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. F2 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F2 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F2 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:54 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 19,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009336 · form4.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,576 Underlying: Common Stock · 19,576 shares Expires not disclosed F5 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2024, 2025, 2026 and 2027. F5 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2024, 2025, 2026 and 2027. F5 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2024, 2025, 2026 and 2027. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:54 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 47,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009336 · form4.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,990 Underlying: Common Stock · 47,990 shares Expires not disclosed F4 · derivative.exercise_price: Reflects the third tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2023 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F4 · derivative.exercise_date: Reflects the third tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2023 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F4 · derivative.expiration_date: Reflects the third tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2023 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:54 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 27,887 | $160.76 | $4,483,114.12 |
DisclosureSEC source: 0001127602-23-009336 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,025 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. 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.