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 |
|---|---|---|---|---|---|---|
| February 06, 2023 Filed Feb 8, 2023 22:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 284 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004026 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284 Underlying: Common Stock · 284 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 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 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 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 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 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 |
| February 06, 2023 Filed Feb 8, 2023 22:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 587 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004026 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587 Underlying: Common Stock · 587 shares Expires not disclosed F1 · 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 25% increments on each of March 5, 2024, 2025, 2026 and 2027. F1 · 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 25% increments on each of March 5, 2024, 2025, 2026 and 2027. F1 · 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 25% increments on each of March 5, 2024, 2025, 2026 and 2027. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:32 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000613 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,187 Underlying: Common Stock · 329 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 22:32 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 25 | $158.43 | $3,960.75 |
DisclosureSEC source: 0001127602-23-000613 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,596 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 |
| January 01, 2023 Filed Jan 4, 2023 22:32 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000613 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,621 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. F2 · balance_after: Balance includes two shares of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021222 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,516 Underlying: Common Stock · 559 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 2021-2025. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2021-2025. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2021-2025. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 43 | $139.84 | $6,013.12 |
DisclosureSEC source: 0001127602-22-021222 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,290 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, 2022 Filed Aug 17, 2022 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 559 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021222 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,333 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 2021-2025. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020394 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374 Underlying: Common Stock · 374 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 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 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 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 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 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 |
| August 01, 2022 Filed Aug 3, 2022 20:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 773 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-020394 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773 Underlying: Common Stock · 773 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, 2023, 2024, 2025 and 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 25% increments on each of August 15, 2023, 2024, 2025 and 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 25% increments on each of August 15, 2023, 2024, 2025 and 2026. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 22:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008656 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,928 Underlying: Common Stock · 220 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 22:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 17 | $129.17 | $2,195.89 |
DisclosureSEC source: 0001127602-22-008656 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,774 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 |
| March 05, 2022 Filed Mar 8, 2022 22:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008656 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,791 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 |
| February 07, 2022 Filed Feb 9, 2022 13:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDeferred Stock Units · Derivative | 273 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003876 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273 Underlying: Common Stock · 273 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 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 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 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 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 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 |
| February 07, 2022 Filed Feb 9, 2022 13:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantRestricted Stock Units · Derivative | 685 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003876 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685 Underlying: Common Stock · 685 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 March 5, 2023, 2024, 2025 and 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 25% increments on each of March 5, 2023, 2024, 2025 and 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 25% increments on each of March 5, 2023, 2024, 2025 and 2026. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000573 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,190 Underlying: Common Stock · 441 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 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 34 | $164.51 | $5,593.34 |
DisclosureSEC source: 0001127602-22-000573 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,571 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 |
| January 01, 2022 Filed Jan 4, 2022 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 441 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000573 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,605 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. F2 · balance_after: Balance includes four shares of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 382 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023898 · form4.xml · derivative · entry 3 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,149 Underlying: Common Stock · 382 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 portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. F1 · derivative.exercise_date: Reflects the vesting of a portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. F1 · derivative.expiration_date: Reflects the vesting of a portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 21:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 29 | $169.20 | $4,906.80 |
DisclosureSEC source: 0001127602-21-023898 · form4.xml · nonDerivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,160 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 21:08 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 382 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023898 · form4.xml · nonDerivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,189 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 portion of a previously reported restricted stock unit award. The award vests in four equal parts on August 15, 2021-2024. Read SEC document |
| July 28, 2021 Filed Jul 29, 2021 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 559 | $0.00 Strike: $155.83 | $0.00 |
DisclosureSEC source: 0001127602-21-022607 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559 Underlying: Common Stock · 559 shares Expires 2028-07-28 F2 · derivative.exercise_date: This option is exercisable in 25% increments on each of August 15, 2022, 2023, 2024 and 2025. Read SEC document |
| July 28, 2021 Filed Jul 29, 2021 21:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 707 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022607 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 707 Underlying: Common Stock · 707 shares Expires not disclosed F1 · 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 25% increments on each of August 15, 2022, 2023, 2024 and 2025. F1 · 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 25% increments on each of August 15, 2022, 2023, 2024 and 2025. F1 · 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 25% increments on each of August 15, 2022, 2023, 2024 and 2025. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 21:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 883 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004724 · form4.xml · derivative · entry 2 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 883 Underlying: Common Stock · 883 shares Expires not disclosed F2 · 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 25% increments on each of March 5, 2022, 2023, 2024 and 2025. F2 · 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 25% increments on each of March 5, 2022, 2023, 2024 and 2025. F2 · 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 25% increments on each of March 5, 2022, 2023, 2024 and 2025. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 21:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 636 | $0.00 Strike: $132.10 | $0.00 |
DisclosureSEC source: 0001127602-21-004724 · form4.xml · derivative · entry 1 Alvingham Karen L. · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636 Underlying: Common Stock · 636 shares Expires 2028-02-08 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of March 5, 2022, 2023, 2024 and 2025. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000687 · form4.xml · derivative · entry 3 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,423 Underlying: Common Stock · 439 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 2018-2024. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2018-2024. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2018-2024. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 34 | $101.70 | $3,457.80 |
DisclosureSEC source: 0001127602-21-000687 · form4.xml · nonDerivative · entry 2 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807 F2 · 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. F3 · balance_after: Balance includes four shares of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000687 · form4.xml · nonDerivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837 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 2018-2024. Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 23:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-022329 · form4.xml · derivative · entry 2 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531 Underlying: Common Stock · 1,531 shares Expires not disclosed F2 · 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 25% increments on each of August 15, 2021, 2022, 2023 and 2024. F2 · 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 25% increments on each of August 15, 2021, 2022, 2023 and 2024. F2 · 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 25% increments on each of August 15, 2021, 2022, 2023 and 2024. Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 23:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,239 | $0.00 Strike: $69.63 | $0.00 |
DisclosureSEC source: 0001127602-20-022329 · form4.xml · derivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239 Underlying: Common Stock · 2,239 shares Expires 2027-07-28 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of August 15, 2021, 2022, 2023 and 2024. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 488 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004076 · form4.xml · derivative · entry 2 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488 Underlying: Common Stock · 488 shares Expires not disclosed F2 · 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 25% increments on each of January 1, 2021, 2022, 2023 and 2024. F2 · 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 25% increments on each of January 1, 2021, 2022, 2023 and 2024. F2 · 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 25% increments on each of January 1, 2021, 2022, 2023 and 2024. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:37 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,958 | $0.00 Strike: $82.07 | $0.00 |
DisclosureSEC source: 0001127602-20-004076 · form4.xml · derivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,958 Underlying: Common Stock · 2,958 shares Expires 2027-02-04 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 25 | $84.74 | $2,118.50 |
DisclosureSEC source: 0001127602-20-000894 · form4.xml · nonDerivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398 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. F2 · balance_after: Includes three shares of common stock acquired as a result of dividend accruals on previously vested restricted stock unit awards. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 21:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025698 · form4.xml · derivative · entry 2 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 461 Underlying: Common Stock · 461 shares Expires not disclosed F2 · 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 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · 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 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · 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 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 21:39 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,661 | $0.00 Strike: $86.78 | $0.00 |
DisclosureSEC source: 0001127602-19-025698 · form4.xml · derivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,661 Underlying: Common Stock · 2,661 shares Expires 2026-07-30 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:47 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 364 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001566 · edgar.xml · derivative · entry 2 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364 Underlying: Common Stock · 364 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 22:47 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,787 | $0.00 Strike: $110.02 | $0.00 |
DisclosureSEC source: 0001179110-19-001566 · edgar.xml · derivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,787 Underlying: Common Stock · 1,787 shares Expires 2026-02-05 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2020, 2021, 2022 and 2023. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 23:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 9 | $97.44 | $876.96 |
DisclosureSEC source: 0001179110-19-000317 · edgar.xml · nonDerivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102 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 |
| July 31, 2018 Filed Aug 2, 2018 21:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010169 · edgar.xml · derivative · entry 2 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 250 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 21:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,353 | $0.00 Strike: $160.01 | $0.00 |
DisclosureSEC source: 0001179110-18-010169 · edgar.xml · derivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,353 Underlying: Common Stock · 1,353 shares Expires 2025-07-31 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001379 · edgar.xml · derivative · entry 2 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197 Underlying: Common Stock · 197 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2019, 2020, 2021 and 2022. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 23:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,116 | $0.00 Strike: $203.22 | $0.00 |
DisclosureSEC source: 0001179110-18-001379 · edgar.xml · derivative · entry 1 Yerburgh Karen · CIK 0001726148 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,116 Underlying: Common Stock · 1,116 shares Expires 2025-01-30 F1 · derivative.exercise_date: This option vests in 25% increments on each of January 1, 2019, 2020, 2021 and 2022, and each increment is exercisable on or after such date, as applicable. 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.