Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Artisan Partners Asset Management Inc.APAM · Entity 4239 | Executive Vice President | March 02, 2026 | March 02, 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.
Artisan Partners Asset Management Inc.
Report date March 02, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 77,544 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 13,783 · Balance 77,544 F1: On March 2, 2026, Ms. Kwei was granted 13,783 shares of Class A common stock of Artisan Partners Asset Management Inc. (the "Company") and 2,275 Class B common units of Artisan Partners Holdings LP ("Holdings") (together with an equal number of shares of Class B common stock of the Company) pursuant to the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan. The shares of Class A common stock may not be transferred until they have vested. Shares of Class B common stock do not have economic rights. |
| Class B Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 2,275 |
Reported balance
After 2026-03-02 transaction · row 2
1 source rowRow 2 · 2026-03-02 · Grant · Acquired 2,275 · Balance 2,275 F1: On March 2, 2026, Ms. Kwei was granted 13,783 shares of Class A common stock of Artisan Partners Asset Management Inc. (the "Company") and 2,275 Class B common units of Artisan Partners Holdings LP ("Holdings") (together with an equal number of shares of Class B common stock of the Company) pursuant to the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan. The shares of Class A common stock may not be transferred until they have vested. Shares of Class B common stock do not have economic rights. |
| Class B Common Units of Artisan Partners Holdings LPSEC Table II · derivative / convertible security | Direct | 2,275 |
Reported balance
After 2026-03-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-02 · Grant · Acquired 2,275 · Balance 2,275 F2: Each Class B common unit of Holdings vested upon grant and is exchangeable for one share of Class A common stock of the Company, after the first anniversary of the grant date, pursuant to an Exchange Agreement among the Company and each holder of limited partnership units of Holdings. Upon any such exchange for shares of Class A common stock of the Company, the corresponding shares of Class B common stock then owned by such holder will be cancelled. The Class B common units of Holdings have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 2, 2026, Ms. Kwei was granted 13,783 shares of Class A common stock of Artisan Partners Asset Management Inc. (the "Company") and 2,275 Class B common units of Artisan Partners Holdings LP ("Holdings") (together with an equal number of shares of Class B common stock of the Company) pursuant to the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan. The shares of Class A common stock may not be transferred until they have vested. Shares of Class B common stock do not have economic rights.
F2: Each Class B common unit of Holdings vested upon grant and is exchangeable for one share of Class A common stock of the Company, after the first anniversary of the grant date, pursuant to an Exchange Agreement among the Company and each holder of limited partnership units of Holdings. Upon any such exchange for shares of Class A common stock of the Company, the corresponding shares of Class B common stock then owned by such holder will be cancelled. The Class B common units of Holdings have no expiration date.
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 02, 2026 Filed Mar 2, 2026 16:32 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass B Common Units of Artisan Partners Holdings LP · Derivative | 2,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001517302-26-000063 · form4.xml · derivative · entry 3 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,275 Underlying: Class A Common Stock, par value $0.01 per share · 2,275 shares Expires not disclosed F2 · derivative.exercise_price: Each Class B common unit of Holdings vested upon grant and is exchangeable for one share of Class A common stock of the Company, after the first anniversary of the grant date, pursuant to an Exchange Agreement among the Company and each holder of limited partnership units of Holdings. Upon any such exchange for shares of Class A common stock of the Company, the corresponding shares of Class B common stock then owned by such holder will be cancelled. The Class B common units of Holdings have no expiration date. F2 · kind: Each Class B common unit of Holdings vested upon grant and is exchangeable for one share of Class A common stock of the Company, after the first anniversary of the grant date, pursuant to an Exchange Agreement among the Company and each holder of limited partnership units of Holdings. Upon any such exchange for shares of Class A common stock of the Company, the corresponding shares of Class B common stock then owned by such holder will be cancelled. The Class B common units of Holdings have no expiration date. F2 · price: Each Class B common unit of Holdings vested upon grant and is exchangeable for one share of Class A common stock of the Company, after the first anniversary of the grant date, pursuant to an Exchange Agreement among the Company and each holder of limited partnership units of Holdings. Upon any such exchange for shares of Class A common stock of the Company, the corresponding shares of Class B common stock then owned by such holder will be cancelled. The Class B common units of Holdings have no expiration date. F2 · derivative.exercise_date: Each Class B common unit of Holdings vested upon grant and is exchangeable for one share of Class A common stock of the Company, after the first anniversary of the grant date, pursuant to an Exchange Agreement among the Company and each holder of limited partnership units of Holdings. Upon any such exchange for shares of Class A common stock of the Company, the corresponding shares of Class B common stock then owned by such holder will be cancelled. The Class B common units of Holdings have no expiration date. F2 · derivative.expiration_date: Each Class B common unit of Holdings vested upon grant and is exchangeable for one share of Class A common stock of the Company, after the first anniversary of the grant date, pursuant to an Exchange Agreement among the Company and each holder of limited partnership units of Holdings. Upon any such exchange for shares of Class A common stock of the Company, the corresponding shares of Class B common stock then owned by such holder will be cancelled. The Class B common units of Holdings have no expiration date. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 16:32 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass B Common Stock, par value $0.01 per share | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001517302-26-000063 · form4.xml · nonDerivative · entry 2 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,275 F1 · shares: On March 2, 2026, Ms. Kwei was granted 13,783 shares of Class A common stock of Artisan Partners Asset Management Inc. (the "Company") and 2,275 Class B common units of Artisan Partners Holdings LP ("Holdings") (together with an equal number of shares of Class B common stock of the Company) pursuant to the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan. The shares of Class A common stock may not be transferred until they have vested. Shares of Class B common stock do not have economic rights. Read SEC document |
| March 02, 2026 Filed Mar 2, 2026 16:32 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass A Common Stock, par value $0.01 per share | 13,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001517302-26-000063 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,544 F1 · shares: On March 2, 2026, Ms. Kwei was granted 13,783 shares of Class A common stock of Artisan Partners Asset Management Inc. (the "Company") and 2,275 Class B common units of Artisan Partners Holdings LP ("Holdings") (together with an equal number of shares of Class B common stock of the Company) pursuant to the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan. The shares of Class A common stock may not be transferred until they have vested. Shares of Class B common stock do not have economic rights. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 16:56 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | Tax withholdingClass A Common Stock, par value $0.01 per share | 4,246 | $42.38 | $179,945.48 |
DisclosureSEC source: 0001517302-26-000037 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,761 Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 16:25 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass A Common Stock, par value $0.01 per share | 15,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007514 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,007 F1 · shares: On March 3, 2025, Ms. Kwei was awarded 15,756 shares of Class A common stock pursuant to the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan. The shares may not be transferred until they have vested. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 19:53 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | Tax withholdingClass A Common Stock, par value $0.01 per share | 3,484 | $44.43 | $154,794.12 |
DisclosureSEC source: 0001127602-25-005724 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,251 Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 16:20 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass A Common Stock, par value $0.01 per share | 14,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007868 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,735 F1 · shares: On March 1, 2024, Ms. Kwei was awarded 14,844 shares of Class A common stock pursuant to the Artisan Partners Asset Management Inc. 2023 Omnibus Incentive Compensation Plan. The shares may not be transferred until they have vested. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 16:31 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | Tax withholdingClass A Common Stock, par value $0.01 per share | 3,250 | $42.26 | $137,345.00 |
DisclosureSEC source: 0001127602-24-005744 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,891 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:14 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass A Common Stock, par value $0.01 per share | 17,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008346 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,141 F1 · shares: On March 1, 2023, Ms. Kwei was awarded 17,716 shares of Class A common stock pursuant to the Artisan Partners Asset Management Inc. 2013 Omnibus Incentive Compensation Plan. The shares may not be transferred until they have vested. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 16:47 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | Tax withholdingClass A Common Stock, par value $0.01 per share | 2,359 | $36.02 | $84,971.18 |
DisclosureSEC source: 0001127602-23-005580 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,425 Read SEC document |
| March 01, 2022 Filed Mar 1, 2022 17:11 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass A Common Stock, par value $0.01 per share | 17,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007378 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,784 F1 · shares: On March 1, 2022, Ms. Kwei was awarded 17,986 shares of Class A common stock pursuant to the Artisan Partners Asset Management Inc. 2013 Omnibus Incentive Compensation Plan. The shares may not be transferred until they have vested. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 17:23 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | Tax withholdingClass A Common Stock, par value $0.01 per share | 931 | $40.05 | $37,286.55 |
DisclosureSEC source: 0001127602-22-005350 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,798 Read SEC document |
| March 01, 2021 Filed Mar 1, 2021 17:54 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | GrantClass A Common Stock, par value $0.01 per share | 5,642 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008463 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,729 F1 · shares: On March 1, 2021, Ms. Kwei was awarded 5,642 shares of Class A common stock pursuant to the Artisan Partners Asset Management Inc. 2013 Omnibus Incentive Compensation Plan. The shares may not be transferred until they have vested. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 16:46 UTC | Artisan Partners Asset Management Inc. APAM · Entity 4239 | Tax withholdingClass A Common Stock, par value $0.01 per share | 558 | $52.16 | $29,105.28 |
DisclosureSEC source: 0001127602-21-006242 · form4.xml · nonDerivative · entry 1 Kwei Eileen Lee · CIK 0001839962 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,087 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.