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 05, 2022 Filed Mar 8, 2022 23:10 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008667 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,736 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of a previously reported award. Award vests 2022-2025. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 13,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000551 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,242 Underlying: Common Stock · 13,757 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 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, 2022 Filed Jan 4, 2022 22:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 7,055 | $164.51 | $1,160,618.05 |
DisclosureSEC source: 0001127602-22-000551 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,247 F2 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the awards described above. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 22:04 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 13,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000551 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,302 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 2020-2024. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 20:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 4,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023893 · 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. Award vested on August 15, 2021. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. Award vested on August 15, 2021. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. Award vested on August 15, 2021. Read SEC document |
| August 15, 2021 Filed Aug 17, 2021 20:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,616 | $169.20 | $442,627.20 |
DisclosureSEC source: 0001127602-21-023893 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,545 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 20:59 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 4,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023893 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,161 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects the vesting of a previously reported award. Award vested on August 15, 2021. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 5,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009926 · form4.xml · derivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,958 Underlying: Common Stock · 5,958 shares Expires not disclosed F2 · derivative.exercise_price: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2022, 2023, 2024 and 2025. F2 · derivative.exercise_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2022, 2023, 2024 and 2025. F2 · derivative.expiration_date: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2022, 2023, 2024 and 2025. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 23:06 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 4,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-009926 · form4.xml · derivative · entry 1 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 F1 · derivative.exercise_price: Reflects the initial tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2021 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F1 · derivative.exercise_date: Reflects the initial tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2021 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. F1 · derivative.expiration_date: Reflects the initial tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2021 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000737 · form4.xml · derivative · entry 3 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,041 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. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.exercise_date: Reflects the vesting of a previously reported award. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.expiration_date: Reflects the vesting of a previously reported award. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F2 · balance_after: 11,115 restricted stock units (RSUs) previously reported as common stock are now being reported in Table II as derivative securities. The RSUs vest from 2022 to 2023. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 6,785 | $101.70 | $690,034.50 |
DisclosureSEC source: 0001127602-21-000737 · form4.xml · nonDerivative · entry 2 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,239 F3 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of previously reported awards. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:18 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000737 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,024 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of a previously reported award. The award vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F2 · balance_after: 11,115 restricted stock units (RSUs) previously reported as common stock are now being reported in Table II as derivative securities. The RSUs vest from 2022 to 2023. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 22:40 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 10,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009656 · form4.xml · derivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,568 Underlying: Common Stock · 10,568 shares Expires not disclosed F1 · derivative.exercise_price: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.exercise_date: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. F1 · derivative.expiration_date: The award, issued under the Company's 2013 Incentive Stock Award Plan, vests in four equal installments on each of January 1, 2021, 2022, 2023 and 2024. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 13:29 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 1,350 | $75.00 | $101,250.00 |
DisclosureSEC source: 0001127602-20-008730 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,497 F1 · price: Reflects the price paid for shares purchased on the open market. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 23:33 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 5,914 | $84.74 | $501,152.36 |
DisclosureSEC source: 0001127602-20-000904 · form4.xml · nonDerivative · entry 1 Wojcik Thomas M · CIK 0001776685 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,147 F1 · shares: Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of a previously reported award. 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.