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 |
|---|---|---|---|---|---|---|
| March 05, 2023 Filed Mar 7, 2023 22:54 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 7,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009336 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,912 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 · price: 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 | GrantCommon Stock | 60,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009336 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,038 F1 · price: Award granted in March 2020, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:50 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 8,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000648 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,775 Underlying: Common Stock · 8,974 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 2020-2024. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2020-2024. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2020-2024. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:50 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 3,642 | $158.43 | $577,002.06 |
DisclosureSEC source: 0001127602-23-000648 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,224 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 awards described above. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:50 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 8,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000648 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,866 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 2020-2024. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 47,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021237 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,988 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, 2022. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2022. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2022. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 19,215 | $139.84 | $2,687,025.60 |
DisclosureSEC source: 0001127602-22-021237 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,892 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, 2022 Filed Aug 17, 2022 21:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 47,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021237 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,107 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, 2022. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 21,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008668 · form4.xml · derivative · entry 7 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,445 Underlying: Common Stock · 21,445 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, 2023, 2024, 2025 and 2026. 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, 2023, 2024, 2025 and 2026. 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, 2023, 2024, 2025 and 2026. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 47,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008668 · form4.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,988 Underlying: Common Stock · 47,988 shares Expires not disclosed F4 · derivative.exercise_price: Reflects the second tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2022 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F4 · derivative.exercise_date: Reflects the second tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2022 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F4 · derivative.expiration_date: Reflects the second tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2022 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008668 · form4.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,304 Underlying: Common Stock · 2,512 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 23:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 14,419 | $129.17 | $1,862,502.23 |
DisclosureSEC source: 0001127602-22-008668 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,119 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, 2022 Filed Mar 8, 2022 23:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 33,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008668 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,538 F2 · price: Award granted in February 2019, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008668 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,136 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 |
| January 01, 2022 Filed Jan 4, 2022 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 10,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000545 · form4.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,816 Underlying: Common Stock · 10,757 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 2019-2024. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2019-2024. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2019-2024. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 4,358 | $164.51 | $716,934.58 |
DisclosureSEC source: 0001127602-22-000545 · form4.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,182 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 awards described above. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 10,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000545 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,540 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 2019-2024. Read SEC document |
| November 05, 2021 Filed Jan 4, 2022 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000545 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,783 Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 12:28 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 2,000 | $158.01 | $316,020.00 |
DisclosureSEC source: 0001127602-21-025277 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,783 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $157.50 to $158.18. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 47,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023894 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,988 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, 2021. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2021. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2021. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 19,318 | $169.20 | $3,268,605.60 |
DisclosureSEC source: 0001127602-21-023894 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,783 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, 2021 Filed Aug 17, 2021 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 47,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023894 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,101 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 previously reported award. The award vested on August 15, 2021. Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 21:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 41,131 | $0.00 Strike: $122.40 | $0.00 |
DisclosureSEC source: 0001127602-21-013902 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,131 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 |
| April 15, 2021 Filed Apr 16, 2021 21:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 35,564 | $157.81 | $5,612,354.84 |
DisclosureSEC source: 0001127602-21-013902 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,113 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 21:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 41,131 | $122.40 | $5,034,434.40 |
DisclosureSEC source: 0001127602-21-013902 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,677 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, 2021 Filed Mar 9, 2021 23:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 10,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009927 · form4.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,050 Underlying: Common Stock · 10,050 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, 2022, 2023, 2024 and 2025. 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, 2022, 2023, 2024 and 2025. 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, 2022, 2023, 2024 and 2025. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 47,988 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009927 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,988 Underlying: Common Stock · 47,988 shares Expires not disclosed F3 · derivative.exercise_price: Reflects the initial tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2021 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F3 · derivative.exercise_date: Reflects the initial tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2021 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F3 · derivative.expiration_date: Reflects the initial tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2021 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 7,778 | $139.31 | $1,083,553.18 |
DisclosureSEC source: 0001127602-21-009927 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,546 F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the settlement of the awards described above. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 19,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009927 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,324 F1 · shares: Awards granted in January 2017 and 2018, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| February 09, 2021 Filed Feb 10, 2021 13:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 4,000 | $136.23 | $544,920.00 |
DisclosureSEC source: 0001127602-21-004799 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,026 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $136.00 to $137.67. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:24 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 5,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000759 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,523 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. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F2 · balance_after: 8,147 restricted stock units (RSUs) previously reported as common stock are now being reported in Table II as derivative securities. The RSUs vest from 2022 to 2023. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:24 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 8,286 | $101.70 | $842,686.20 |
DisclosureSEC source: 0001127602-21-000759 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,026 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of previously reported awards. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:24 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000759 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,312 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 vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F2 · balance_after: 8,147 restricted stock units (RSUs) previously reported as common stock are now being reported in Table II as derivative securities. The RSUs vest from 2022 to 2023. Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 21:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 5,000 | $67.90 | $339,500.00 |
DisclosureSEC source: 0001127602-20-024577 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,667 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $67.44 to $68.35. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| May 13, 2020 Filed May 13, 2020 20:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 10,000 | $59.26 | $592,600.00 |
DisclosureSEC source: 0001127602-20-016422 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,667 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $58.34 to $60.45. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 21:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 10,000 | $53.12 | $531,200.00 |
DisclosureSEC source: 0001127602-20-010465 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,667 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $53.02 to $53.15. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:38 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 23,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009655 · form4.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,168 Underlying: Common Stock · 23,168 shares Expires not disclosed F3 · derivative.exercise_price: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F3 · derivative.exercise_date: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F3 · derivative.expiration_date: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:38 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 3,237 | $73.81 | $238,922.97 |
DisclosureSEC source: 0001127602-20-009655 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,667 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 January 2017 award. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:38 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 8,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009655 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,904 F1 · shares: Award granted in January 2017, a portion of which vested and settled following the achievement of certain performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 13:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 10,000 | $83.13 | $831,300.00 |
DisclosureSEC source: 0001127602-20-006247 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,662 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $82.79 to $83.45. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 23:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,005 | $83.99 | $168,399.95 |
DisclosureSEC source: 0001127602-20-000881 · form4.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,662 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of previously reported awards. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 5,860 | $84.74 | $496,576.40 |
DisclosureSEC source: 0001127602-20-000881 · form4.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,667 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of previously reported awards. Read SEC document |
| May 10, 2019 Filed May 13, 2019 12:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 11,000 | $93.19 | $1,025,090.00 |
DisclosureSEC source: 0001410578-19-000248 · primary_doc.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,527 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $92.50 to $94.68. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| February 22, 2019 Filed Feb 22, 2019 22:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantEmployee Stock Option (Right to Buy) · Derivative | 41,131 | $122.40 Strike: $122.40 | $5,034,434.40 |
DisclosureSEC source: 0001179110-19-002382 · edgar.xml · derivative · entry 1 Horgen Jay C. · CIK 0001432993 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,131 Underlying: Common Stock · 41,131 shares Expires 2023-02-03 F1 · derivative.exercise_date: Option awards granted on February 3, 2016, which previously vested and became exercisable in full following the achievement of certain performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:33 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 12,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001550 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,527 F1 · shares: The award vests in four equal installments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 23:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,303 | $98.23 | $127,993.69 |
DisclosureSEC source: 0001179110-19-000320 · edgar.xml · nonDerivative · entry 4 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,802 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 |
| January 01, 2019 Filed Jan 3, 2019 23:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 5,499 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000320 · edgar.xml · derivative · entry 5 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 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_date: Reflects the vesting of an award previously reported in January 2015. Award vested in four equal installments from 2016 to 2019. F2 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2015. Award vested in four equal installments from 2016 to 2019. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 23:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 6,908 | $97.44 | $673,115.52 |
DisclosureSEC source: 0001179110-19-000320 · edgar.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,105 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 |
| January 01, 2019 Filed Jan 3, 2019 23:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,499 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000320 · edgar.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,013 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 08, 2018 Filed Mar 9, 2018 22:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 15,000 | $190.05 | $2,850,750.00 |
DisclosureSEC source: 0001179110-18-003982 · edgar.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,039 F2 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $188.57 to $191.62. Specific transaction details will be provided to the SEC upon request. 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.