Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | March 05, 2026 | March 09, 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 March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,043 |
Ending reported balance
After 2026-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-05 · Exercise / conversion · Acquired 867 · Balance 13,110 F1: Reflects the vesting of previously reported awards. Awards vest 2023-2026. Row 2 · 2026-03-05 · Tax withholding · Disposed 67 · Balance 13,043 F2: 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. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,709 |
Reported balance
After 2026-03-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-05 · Exercise / conversion · Disposed 867 · Balance 3,709 F1: Reflects the vesting of previously reported awards. Awards vest 2023-2026. F3: Inclusive of previously reported deferred stock units. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 171 |
Reported balance
After 2026-03-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-05 · Grant · Acquired 171 · Balance 171 F4: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on March 5, 2027. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 98 |
Reported balance
After 2026-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-05 · Grant · Acquired 98 · Balance 98 F5: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of previously reported awards. Awards vest 2023-2026.
F2: 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.
F3: Inclusive of previously reported deferred stock units.
F4: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on March 5, 2027.
F5: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.
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, 2026 Filed Mar 9, 2026 21:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000027 · form4.xml · derivative · entry 5 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98 Underlying: Common Stock · 98 shares Expires not disclosed F5 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F5 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F5 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000027 · form4.xml · derivative · entry 4 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171 Underlying: Common Stock · 171 shares Expires not disclosed F4 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on March 5, 2027. F4 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on March 5, 2027. F4 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on March 5, 2027. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000027 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,709 Underlying: Common Stock · 867 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 2023-2026. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2023-2026. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2023-2026. F3 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 67 | $299.18 | $20,045.06 |
DisclosureSEC source: 0001004434-26-000027 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,043 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 |
| March 05, 2026 Filed Mar 9, 2026 21:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000027 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,110 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 2023-2026. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:56 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 560 | $0.00 Strike: $69.63 | $0.00 |
DisclosureSEC source: 0001004434-25-000057 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 560 shares Expires 2027-07-28 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 |
| November 07, 2025 Filed Nov 12, 2025 21:56 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 182 | $259.26 | $47,185.32 |
DisclosureSEC source: 0001004434-25-000057 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,243 Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:56 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 560 | $69.63 | $38,992.80 |
DisclosureSEC source: 0001004434-25-000057 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,425 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 15, 2025 Filed Aug 18, 2025 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020600 · form4.xml · derivative · entry 4 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,313 Underlying: Common Stock · 1,092 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. F4 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 84 | $218.70 | $18,370.80 |
DisclosureSEC source: 0001127602-25-020600 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,865 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 |
| August 15, 2025 Filed Aug 18, 2025 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020600 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,949 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 |
| August 14, 2025 Filed Aug 18, 2025 21:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020600 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262 Underlying: Common Stock · 262 shares Expires not disclosed F3 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F3 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F3 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| July 31, 2025 Filed Aug 4, 2025 21:28 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020004 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477 Underlying: Common Stock · 477 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2026. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008741 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,928 Underlying: Common Stock · 1,178 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. F3 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 90 | $165.72 | $14,914.80 |
DisclosureSEC source: 0001127602-25-008741 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,857 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 |
| March 05, 2025 Filed Mar 7, 2025 22:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008741 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,947 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 |
| February 06, 2025 Filed Feb 10, 2025 22:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003875 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320 Underlying: Common Stock · 320 shares Expires not disclosed F2 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 22:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003875 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 548 Underlying: Common Stock · 548 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2026. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 928 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022371 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,238 Underlying: Common Stock · 928 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 2021-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2021-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2021-2027. F3 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 72 | $171.98 | $12,382.56 |
DisclosureSEC source: 0001127602-24-022371 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,769 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 |
| August 15, 2024 Filed Aug 16, 2024 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 928 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022371 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,841 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 2021-2027. Read SEC document |
| July 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,679 | $0.00 Strike: $69.63 | $0.00 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · derivative · entry 13 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560 Underlying: Common Stock · 1,679 shares Expires 2027-07-28 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 2,958 | $0.00 Strike: $82.07 | $0.00 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · derivative · entry 12 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,958 shares Expires 2027-02-04 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 2,661 | $0.00 Strike: $86.78 | $0.00 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · derivative · entry 11 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,661 shares Expires 2026-07-30 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,787 | $0.00 Strike: $110.02 | $0.00 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · derivative · entry 10 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,787 shares Expires 2026-02-05 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 1,353 | $0.00 Strike: $160.01 | $0.00 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · derivative · entry 9 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,353 shares Expires 2025-07-31 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 5,787 | $185.62 | $1,074,182.94 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · nonDerivative · entry 6 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,913 Read SEC document |
| July 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,679 | $69.63 | $116,908.77 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · nonDerivative · entry 5 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,700 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,958 | $82.07 | $242,763.06 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · nonDerivative · entry 4 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,021 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,661 | $86.78 | $230,921.58 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · nonDerivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,063 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,787 | $110.02 | $196,605.74 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,402 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 31, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,353 | $160.01 | $216,493.53 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,615 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 29, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · derivative · entry 8 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372 Underlying: Common Stock · 372 shares Expires not disclosed F2 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 22:52 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 544 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021272 · form4.xml · derivative · entry 7 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 544 Underlying: Common Stock · 544 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:31 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009041 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 537 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. F3 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:31 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 41 | $158.58 | $6,501.78 |
DisclosureSEC source: 0001127602-24-009041 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,262 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, 2024 Filed Mar 7, 2024 22:31 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009041 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,303 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 |
| February 05, 2024 Filed Feb 7, 2024 22:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003750 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638 Underlying: Common Stock · 638 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. F2 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. F2 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on March 5, 2025. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:20 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003750 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309 Underlying: Common Stock · 309 shares Expires not disclosed F1 · derivative.exercise_price: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F1 · derivative.exercise_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F1 · derivative.expiration_date: Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000561 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,840 Underlying: Common Stock · 122 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 22:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 9 | $151.42 | $1,362.78 |
DisclosureSEC source: 0001127602-24-000561 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,766 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 22:23 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000561 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,775 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 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022841 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,962 Underlying: Common Stock · 753 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 2021-2026. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2021-2026. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2021-2026. F3 · balance_after: Inclusive of previously reported deferred stock units. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 58 | $133.04 | $7,716.32 |
DisclosureSEC source: 0001127602-23-022841 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,653 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 |
| August 15, 2023 Filed Aug 17, 2023 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022841 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,711 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 2021-2026. Read SEC document |
| July 26, 2023 Filed Jul 28, 2023 20:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021522 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342 Underlying: Common Stock · 342 shares Expires not disclosed F2 · derivative.exercise_price: Reflects cash fees that the reporting person has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes payable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.exercise_date: Reflects cash fees that the reporting person has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes payable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. F2 · derivative.expiration_date: Reflects cash fees that the reporting person has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes payable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company. Read SEC document |
| July 26, 2023 Filed Jul 28, 2023 20:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021522 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707 Underlying: Common Stock · 707 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. F1 · derivative.exercise_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. F1 · derivative.expiration_date: Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in 25% increments on each of August 15, 2024, 2025, 2026 and 2027. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 392 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009329 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,666 Underlying: Common Stock · 392 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 2022-2026. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 30 | $160.76 | $4,822.80 |
DisclosureSEC source: 0001127602-23-009329 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,958 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 |
| March 05, 2023 Filed Mar 7, 2023 22:35 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 392 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009329 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,988 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 2022-2026. 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.