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 07, 2018 Filed Mar 9, 2018 22:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 15,000 | $189.12 | $2,836,800.00 |
DisclosureSEC source: 0001179110-18-003982 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,039 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $187.33 to $190.30. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 7,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001390 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,039 F1 · shares: The award vests in four equal installments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| January 08, 2018 Filed Jan 3, 2019 23:22 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 4,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000320 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,514 Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 23:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 8,716 | $205.25 | $1,788,959.00 |
DisclosureSEC source: 0001179110-18-000412 · edgar.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,904 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 31, 2017 Filed Jan 3, 2018 23:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 20,295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000412 · 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 · 20,295 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. F3 · derivative.exercise_date: Reflects a portion of an award previously reported in December 2013, which vests in four equal installments from 2018 to 2021. F3 · derivative.expiration_date: Reflects a portion of an award previously reported in December 2013, which vests in four equal installments from 2018 to 2021. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 5,498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000412 · edgar.xml · derivative · entry 4 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,499 Underlying: Common Stock · 5,498 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 vests in four equal installments from 2016 to 2019. F2 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 20,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000412 · edgar.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,620 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 31, 2017 Filed Jan 3, 2018 23:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000412 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,325 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 09, 2017 Filed Feb 13, 2017 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 45,000 | $95.82 Strike: $95.82 | $4,311,900.00 |
DisclosureSEC source: 0001179110-17-002269 · edgar.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,000 shares Expires 2017-12-14 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 09, 2017 Filed Feb 13, 2017 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $99.66 Strike: $99.66 | $7,474,500.00 |
DisclosureSEC source: 0001179110-17-002269 · 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 · 75,000 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 |
| February 09, 2017 Filed Feb 13, 2017 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 70,000 | $163.58 | $11,450,600.00 |
DisclosureSEC source: 0001179110-17-002269 · edgar.xml · nonDerivative · entry 4 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,827 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $162.00 to $164.30. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 39,089 | $163.86 | $6,405,123.54 |
DisclosureSEC source: 0001179110-17-002269 · edgar.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,827 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 45,000 | $95.82 | $4,311,900.00 |
DisclosureSEC source: 0001179110-17-002269 · edgar.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,916 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 09, 2017 Filed Feb 13, 2017 22:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 75,000 | $99.66 | $7,474,500.00 |
DisclosureSEC source: 0001179110-17-002269 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,916 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 |
| January 31, 2017 Filed Feb 2, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 17,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001521 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,916 F1 · shares: The award vests in four equal installments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| January 02, 2017 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 6,207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · derivative · entry 8 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,295 Underlying: Common Stock · 6,207 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. F4 · derivative.exercise_date: Reflects the vesting of a portion of an award previously reported in December 2013. The remaining portion is subject to vesting from 2018 to 2021. F4 · derivative.expiration_date: Reflects the vesting of a portion of an award previously reported in December 2013. The remaining portion is subject to vesting from 2018 to 2021. Read SEC document |
| January 02, 2017 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 9,621 | $145.30 | $1,397,931.30 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · nonDerivative · entry 5 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,195 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 02, 2017 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 6,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · nonDerivative · entry 4 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,816 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 |
| January 01, 2017 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 5,498 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · derivative · entry 7 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,997 Underlying: Common Stock · 5,498 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. F3 · derivative.exercise_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. F3 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2015. Award vests in four equal installments from 2016 to 2019. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 4,398 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · derivative · entry 6 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,398 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 2014. Award vests in four equal installments from 2014 to 2017. F2 · derivative.expiration_date: Reflects the vesting of an award previously reported in January 2014. Award vests in four equal installments from 2014 to 2017. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · nonDerivative · entry 3 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,609 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 |
| January 01, 2017 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 4,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · nonDerivative · entry 2 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,111 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 20, 2016 Filed Jan 3, 2017 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000103 · edgar.xml · nonDerivative · entry 1 Horgen Jay C. · CIK 0001432993 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,713 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.