Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | General Counsel & Corp. Sec. | 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 | 42,672 |
Ending reported balance
After 2026-03-09 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-05 · Exercise / conversion · Acquired 2,288 · Balance 44,728 F1: Reflects the vesting of previously reported awards. Awards vest 2023-2029. Row 2 · 2026-03-05 · Grant · Acquired 2,426 · Balance 47,154 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 2,282 · Balance 44,872 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 · 2026-03-09 · Sale · Disposed 2,200 · Balance 42,672 F4: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $278.00 to $278.51. Specific transaction details will be provided to the SEC upon request. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,670 |
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 2,288 · Balance 2,670 F1: Reflects the vesting of previously reported awards. Awards vest 2023-2029. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,191 |
Reported balance
After 2026-03-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-05 · Grant · Acquired 1,191 · Balance 1,191 F5: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2027, 2028, 2029, and 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the vesting of previously reported awards. Awards vest 2023-2029.
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 $278.00 to $278.51. Specific transaction details will be provided to the SEC upon request.
F5: The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2027, 2028, 2029, and 2030.
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 09, 2026 Filed Mar 9, 2026 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 2,200 | $278.24 | $612,128.00 |
DisclosureSEC source: 0001004434-26-000033 · form4.xml · nonDerivative · entry 4 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,672 F4 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $278.00 to $278.51. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 1,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000033 · form4.xml · derivative · entry 6 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,191 Underlying: Common Stock · 1,191 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, 2027, 2028, 2029, and 2030. 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, 2027, 2028, 2029, and 2030. 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, 2027, 2028, 2029, and 2030. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 2,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000033 · form4.xml · derivative · entry 5 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,670 Underlying: Common Stock · 2,288 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Reflects the vesting of previously reported awards. Awards vest 2023-2029. F1 · derivative.exercise_date: Reflects the vesting of previously reported awards. Awards vest 2023-2029. F1 · derivative.expiration_date: Reflects the vesting of previously reported awards. Awards vest 2023-2029. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,282 | $299.18 | $682,728.76 |
DisclosureSEC source: 0001004434-26-000033 · form4.xml · nonDerivative · entry 3 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,872 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 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000033 · form4.xml · nonDerivative · entry 2 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,154 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 22:16 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001004434-26-000033 · form4.xml · nonDerivative · entry 1 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Reflects the vesting of previously reported awards. Awards vest 2023-2029. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 47,731 | $0.00 Strike: $73.81 | $0.00 |
DisclosureSEC source: 0001127602-25-021194 · form4.xml · derivative · entry 3 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,354 Underlying: Common Stock · 47,731 shares Expires 2027-03-03 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 02, 2025 Filed Sep 4, 2025 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 30,991 | $229.97 | $7,127,000.27 |
DisclosureSEC source: 0001127602-25-021194 · form4.xml · nonDerivative · entry 2 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,440 Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 47,731 | $73.81 | $3,523,025.11 |
DisclosureSEC source: 0001127602-25-021194 · form4.xml · nonDerivative · entry 1 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,431 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 |
| May 09, 2025 Filed May 13, 2025 21:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $73.81 | $0.00 |
DisclosureSEC source: 0001127602-25-014118 · form4.xml · derivative · entry 3 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,085 Underlying: Common Stock · 25,000 shares Expires 2027-03-03 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 |
| May 09, 2025 Filed May 13, 2025 21:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 17,407 | $179.17 | $3,118,812.19 |
DisclosureSEC source: 0001127602-25-014118 · form4.xml · nonDerivative · entry 2 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,700 Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:07 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 25,000 | $73.81 | $1,845,250.00 |
DisclosureSEC source: 0001127602-25-014118 · form4.xml · nonDerivative · entry 1 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,107 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 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 1,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008753 · form4.xml · derivative · entry 5 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,293 Underlying: Common Stock · 1,293 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 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 2,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008753 · form4.xml · derivative · entry 4 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,665 Underlying: Common Stock · 2,236 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 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,630 | $165.72 | $435,843.60 |
DisclosureSEC source: 0001127602-25-008753 · form4.xml · nonDerivative · entry 3 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,107 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 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 3,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008753 · form4.xml · nonDerivative · entry 2 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,737 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 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008753 · form4.xml · nonDerivative · entry 1 Padiyar Kavita · CIK 0002017736 · General Counsel & Corp. Sec. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,485 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.