Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AFFILIATED MANAGERS GROUP, INC.
Report date March 05, 2026 · Filed March 09, 2026
Section 16 reporting ended · disclosed 2026-03-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 159,465 |
Ending reported balance
After 2026-03-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-05 · Exercise / conversion · Acquired 7,272 · Balance 165,982 F1: Reflects the vesting of previously reported awards. As previously disclosed, all of the reporting person's then-outstanding unvested equity awards were cancelled and terminated on March 6, 2026 in connection with the reporting person's termination of employment on such date. Row 2 · 2026-03-05 · Grant · Acquired 10,619 · Balance 176,601 F2: Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Row 3 · 2026-03-05 · Tax withholding · Disposed 9,136 · Balance 167,465 F3: 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. Row 4 · 2026-03-06 · Sale · Disposed 8,000 · Balance 159,465 F4: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $285.89 to $286.69. Specific transaction details will be provided to the SEC upon request. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,546 |
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 · Exercise / conversion · Disposed 7,272 · Balance 9,546 F1: Reflects the vesting of previously reported awards. As previously disclosed, all of the reporting person's then-outstanding unvested equity awards were cancelled and terminated on March 6, 2026 in connection with the reporting person's termination of employment on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of previously reported awards. As previously disclosed, all of the reporting person's then-outstanding unvested equity awards were cancelled and terminated on March 6, 2026 in connection with the reporting person's termination of employment on such date.
F2: Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements.
F3: 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.
F4: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $285.89 to $286.69. Specific transaction details will be provided to the SEC upon request.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 06, 2026 Filed Mar 9, 2026 22:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 8,000 | $286.30 | $2,290,400.00 |
DisclosureSEC source: 0001004434-26-000035 · form4.xml · nonDerivative · entry 4 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,465 F4 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $285.89 to $286.69. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 7,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000035 · form4.xml · derivative · entry 5 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,546 Underlying: Common Stock · 7,272 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. As previously disclosed, all of the reporting person's then-outstanding unvested equity awards were cancelled and terminated on March 6, 2026 in connection with the reporting person's termination of employment on such date. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. As previously disclosed, all of the reporting person's then-outstanding unvested equity awards were cancelled and terminated on March 6, 2026 in connection with the reporting person's termination of employment on such date. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. As previously disclosed, all of the reporting person's then-outstanding unvested equity awards were cancelled and terminated on March 6, 2026 in connection with the reporting person's termination of employment on such date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 9,136 | $299.18 | $2,733,308.48 |
DisclosureSEC source: 0001004434-26-000035 · form4.xml · nonDerivative · entry 3 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,465 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 10,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000035 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,601 F2 · price: Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:26 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 7,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000035 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,982 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. As previously disclosed, all of the reporting person's then-outstanding unvested equity awards were cancelled and terminated on March 6, 2026 in connection with the reporting person's termination of employment on such date. Read SEC document |
| September 09, 2025 Filed Sep 9, 2025 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 16,000 | $231.03 | $3,696,480.00 |
DisclosureSEC source: 0001127602-25-021240 · form4.xml · nonDerivative · entry 3 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,710 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $229.95 to $233.05. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 169,303 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-25-021240 · form4.xml · derivative · entry 4 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,342 Underlying: Common Stock · 169,303 shares Expires 2026-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 114,008 | $231.19 | $26,357,509.52 |
DisclosureSEC source: 0001127602-25-021240 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,710 Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 21:03 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 169,303 | $74.49 | $12,611,380.47 |
DisclosureSEC source: 0001127602-25-021240 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,718 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 5,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008748 · form4.xml · derivative · entry 5 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,900 Underlying: Common Stock · 5,900 shares Expires not disclosed F4 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2026, 2027, 2028, and 2029. F4 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2026, 2027, 2028, and 2029. F4 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2026, 2027, 2028, and 2029. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 7,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008748 · form4.xml · derivative · entry 4 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,918 Underlying: Common Stock · 7,287 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2028. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2028. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2028. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 14,220 | $165.72 | $2,356,538.40 |
DisclosureSEC source: 0001127602-25-008748 · form4.xml · nonDerivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,415 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 20,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008748 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,635 F2 · price: Award granted in March 2022, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 7,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008748 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,080 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2028. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 21:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-025336 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,645 Underlying: Common Stock · 75,000 shares Expires 2026-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 21:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 53,599 | $181.18 | $9,711,066.82 |
DisclosureSEC source: 0001127602-24-025336 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,793 Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 21:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 75,000 | $74.49 | $5,586,750.00 |
DisclosureSEC source: 0001127602-24-025336 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,392 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 16, 2024 Filed Aug 20, 2024 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 127,500 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-022661 · form4.xml · derivative · entry 5 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,645 Underlying: Common Stock · 127,500 shares Expires 2026-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 4,786 | $172.71 | $826,590.06 |
DisclosureSEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 4 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,392 F2 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $170.40 to $173.50. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,178 F1 · kind: Gift of common stock to a charitable donor advised fund. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 92,364 | $172.25 | $15,909,699.00 |
DisclosureSEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,303 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:15 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 127,500 | $74.49 | $9,497,475.00 |
DisclosureSEC source: 0001127602-24-022661 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,667 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantEmployee Stock Option (Right to Buy) · Derivative | 373,145 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-009057 · form4.xml · derivative · entry 6 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,145 Underlying: Common Stock · 373,145 shares Expires 2026-08-15 F5 · derivative.exercise_date: Reflects an option award granted in August 2019, which vests on August 15, 2024 following the satisfaction of applicable performance and service conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 6,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009057 · form4.xml · derivative · entry 5 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,432 Underlying: Common Stock · 6,432 shares Expires not disclosed F4 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2025, 2026, 2027, and 2028. F4 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2025, 2026, 2027, and 2028. F4 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2025, 2026, 2027, and 2028. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 5,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009057 · form4.xml · derivative · entry 4 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,773 Underlying: Common Stock · 5,678 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2027. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 9,778 | $158.58 | $1,550,595.24 |
DisclosureSEC source: 0001127602-24-009057 · form4.xml · nonDerivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,167 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 13,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009057 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,945 F2 · price: Award granted in March 2021, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:41 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009057 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,539 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2027. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000568 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,451 Underlying: Common Stock · 2,642 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 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,399 | $151.42 | $211,836.58 |
DisclosureSEC source: 0001127602-24-000568 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,861 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 22:36 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000568 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,260 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of a previously reported award. Award vests 2021-2024. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 4,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022838 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,923 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of a previously reported award. The award vested on August 15, 2023. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2023. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2023. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,537 | $133.04 | $337,522.48 |
DisclosureSEC source: 0001127602-23-022838 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,618 F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the award described above. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 4,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022838 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,155 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of a previously reported award. The award vested on August 15, 2023. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 3,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009331 · form4.xml · derivative · entry 6 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,473 Underlying: Common Stock · 3,773 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F2 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. F2 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 7,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009331 · form4.xml · derivative · entry 5 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,620 Underlying: Common Stock · 7,620 shares Expires not disclosed F5 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2024, 2025, 2026 and 2027. F5 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2024, 2025, 2026 and 2027. F5 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2024, 2025, 2026 and 2027. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 4,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009331 · form4.xml · derivative · entry 4 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,923 Underlying: Common Stock · 4,923 shares Expires not disclosed F4 · derivative.exercise_price: Reflects the third tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2023 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F4 · derivative.exercise_date: Reflects the third tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2023 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F4 · derivative.expiration_date: Reflects the third tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2023 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 15,919 | $160.76 | $2,559,138.44 |
DisclosureSEC source: 0001127602-23-009331 · form4.xml · nonDerivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,232 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 3,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009331 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,151 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Reflects the vesting of previously reported awards. Awards vest 2022-2026. Read SEC document |
| March 05, 2023 Filed Mar 7, 2023 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 27,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009331 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,378 F1 · price: Award granted in March 2020, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000640 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,246 Underlying: Common Stock · 2,642 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, 2023 Filed Jan 4, 2023 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,389 | $158.43 | $220,059.27 |
DisclosureSEC source: 0001127602-23-000640 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,637 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, 2023 Filed Jan 4, 2023 22:46 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000640 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,026 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, 2022 Filed Aug 17, 2022 21:19 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 4,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021232 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,922 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of a previously reported award. The award vested on August 15, 2022. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2022. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vested on August 15, 2022. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:19 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,513 | $139.84 | $351,417.92 |
DisclosureSEC source: 0001127602-22-021232 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,384 F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the award described above. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:19 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 4,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021232 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,897 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of a previously reported award. The award vested on August 15, 2022. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 9,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008667 · form4.xml · derivative · entry 5 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,135 Underlying: Common Stock · 9,135 shares Expires not disclosed F4 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2023, 2024, 2025 and 2026. F4 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2023, 2024, 2025 and 2026. F4 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2023, 2024, 2025 and 2026. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 4,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008667 · form4.xml · derivative · entry 4 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,922 Underlying: Common Stock · 4,922 shares Expires not disclosed F3 · derivative.exercise_price: Reflects the second tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2022 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F3 · derivative.exercise_date: Reflects the second tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2022 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F3 · derivative.expiration_date: Reflects the second tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2022 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008667 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,753 Underlying: Common Stock · 1,489 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of a previously reported award. Award vests 2022-2025. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vests 2022-2025. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vests 2022-2025. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 761 | $129.17 | $98,298.37 |
DisclosureSEC source: 0001127602-22-008667 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,975 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.