Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Head of Affiliate Investments | October 16, 2024 | October 18, 2024 |
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 October 16, 2024 · Filed October 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-10-16 transaction · row 1
1 source rowRow 1 · 2024-10-16 · Gift · Disposed 128,457 · Balance 0 F1: The reporting person transferred 64,228 shares and 64,229 shares to each of two family trusts, respectively, of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trusts | 199,233 |
Reported balance
After 2024-10-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-10-16 · Gift · Acquired 128,457 · Balance 199,233 F1: The reporting person transferred 64,228 shares and 64,229 shares to each of two family trusts, respectively, of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person transferred 64,228 shares and 64,229 shares to each of two family trusts, respectively, of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries.
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 |
|---|---|---|---|---|---|---|
| October 16, 2024 Filed Oct 18, 2024 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 128,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025771 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 199,233 F1 · shares: The reporting person transferred 64,228 shares and 64,229 shares to each of two family trusts, respectively, of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries. Read SEC document |
| October 16, 2024 Filed Oct 18, 2024 21:01 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 128,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025771 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: The reporting person transferred 64,228 shares and 64,229 shares to each of two family trusts, respectively, of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 428,807 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-022660 · form4.xml · derivative · entry 5 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 428,807 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 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | SaleCommon Stock | 8,622 | $172.89 | $1,490,657.58 |
DisclosureSEC source: 0001127602-24-022660 · form4.xml · nonDerivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,457 F1 · price: The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $171.89 to $173.49. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 303,224 | $172.25 | $52,230,334.00 |
DisclosureSEC source: 0001127602-24-022660 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,079 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 22:13 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 428,807 | $74.49 | $31,941,833.43 |
DisclosureSEC source: 0001127602-24-022660 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 440,303 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 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantEmployee Stock Option (Right to Buy) · Derivative | 428,807 | $0.00 Strike: $74.49 | $0.00 |
DisclosureSEC source: 0001127602-24-009059 · form4.xml · derivative · entry 7 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,807 Underlying: Common Stock · 428,807 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 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 6,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009059 · form4.xml · derivative · entry 6 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 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 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 6,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009059 · form4.xml · derivative · entry 5 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,834 Underlying: Common Stock · 6,687 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 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 9,650 | $158.58 | $1,530,297.00 |
DisclosureSEC source: 0001127602-24-009059 · form4.xml · nonDerivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,496 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 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 13,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009059 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,146 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 22:44 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 6,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009059 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,902 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 22:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000567 · form4.xml · derivative · entry 4 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,521 Underlying: Common Stock · 2,270 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 22:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 1,055 | $151.42 | $159,748.10 |
DisclosureSEC source: 0001127602-24-000567 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,215 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 22:34 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000567 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,270 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 |
| November 15, 2023 Filed Nov 17, 2023 21:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 70,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027857 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trusts Disclosed balance after: 70,776 F1 · shares: The reporting person transferred 35,388 shares each to two family trusts of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GiftCommon Stock | 70,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027857 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: The reporting person transferred 35,388 shares each to two family trusts of which the reporting person and his spouse are trustees, and for which the reporting person and/or members of his immediate family are the beneficiaries. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022839 · form4.xml · derivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,530 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 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 6,064 | $133.04 | $806,754.56 |
DisclosureSEC source: 0001127602-23-022839 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,776 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 21:00 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022839 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,840 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 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 4,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009332 · form4.xml · derivative · entry 6 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,084 Underlying: Common Stock · 4,762 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 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 7,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009332 · form4.xml · derivative · entry 5 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,707 Underlying: Common Stock · 7,707 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 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009332 · form4.xml · derivative · entry 4 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,530 Underlying: Common Stock · 12,530 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 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 13,835 | $160.76 | $2,224,114.60 |
DisclosureSEC source: 0001127602-23-009332 · form4.xml · nonDerivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,310 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 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 4,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009332 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,145 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 22:45 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 23,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009332 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,383 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 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 4,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000633 · form4.xml · derivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,846 Underlying: Common Stock · 4,655 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 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,109 | $158.43 | $334,128.87 |
DisclosureSEC source: 0001127602-23-000633 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,555 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, 2023 Filed Jan 4, 2023 22:42 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 4,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000633 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,664 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. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021233 · form4.xml · derivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,530 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 21:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 5,571 | $139.84 | $779,048.64 |
DisclosureSEC source: 0001127602-22-021233 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,009 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 21:21 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-021233 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,580 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 23:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 13,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008659 · form4.xml · derivative · entry 6 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,161 Underlying: Common Stock · 13,161 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, 2023, 2024, 2025 and 2026. 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, 2023, 2024, 2025 and 2026. 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, 2023, 2024, 2025 and 2026. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 12,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008659 · form4.xml · derivative · entry 5 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,530 Underlying: Common Stock · 12,530 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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 23:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008659 · form4.xml · derivative · entry 4 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,340 Underlying: Common Stock · 1,471 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 23:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 5,605 | $129.17 | $723,997.85 |
DisclosureSEC source: 0001127602-22-008659 · form4.xml · nonDerivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,050 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, 2022 Filed Mar 8, 2022 23:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantCommon Stock | 11,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008659 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,655 F2 · price: Award granted in February 2019, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. Read SEC document |
| March 05, 2022 Filed Mar 8, 2022 23:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 1,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008659 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,521 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 22:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionStock Units · Derivative | 5,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000565 · form4.xml · derivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,811 Underlying: Common Stock · 5,363 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 22:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 2,417 | $164.51 | $397,620.67 |
DisclosureSEC source: 0001127602-22-000565 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,050 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 22:11 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 5,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000565 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,467 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. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 13:30 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | PurchaseCommon Stock | 3,000 | $171.47 | $514,410.00 |
DisclosureSEC source: 0001127602-21-030400 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,104 F1 · price: The price reflects the weighted average price of shares purchased on the open market; the individual transaction prices ranged from $171.25 to $171.90. Specific transaction details will be provided to the SEC upon request. Read SEC document |
| November 04, 2021 Filed Nov 5, 2021 21:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,537 | $0.00 Strike: $122.40 | $0.00 |
DisclosureSEC source: 0001127602-21-028493 · form4.xml · derivative · entry 3 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,537 shares Expires 2023-02-03 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 |
| November 04, 2021 Filed Nov 5, 2021 21:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Tax withholdingCommon Stock | 15,708 | $185.87 | $2,919,645.96 |
DisclosureSEC source: 0001127602-21-028493 · form4.xml · nonDerivative · entry 2 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,104 Read SEC document |
| November 04, 2021 Filed Nov 5, 2021 21:02 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 19,537 | $122.40 | $2,391,328.80 |
DisclosureSEC source: 0001127602-21-028493 · form4.xml · nonDerivative · entry 1 Jamal Rizwan M · CIK 0001890565 · Head of Affiliate Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,812 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.