Every Form 4 that Affiliated Managers Group, Inc. 4.200% Junior Subordinated Notes due 2061 (MGRD) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow MGRD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MGRD filings page.
AFFILIATED MANAGERS GROUP, INC. (AMG) director Annette Franqui reported the vesting and conversion of equity awards on August 15, 2026. 477 Stock Units were exercised/converted into 477 shares of Common Stock, reflecting the vesting of a previously reported award. Following the transactions, she holds 2,439 shares of Common Stock and 609 Stock Units, all directly.
AFFILIATED MANAGERS GROUP, INC. (AMG) director Felix V. Matos Rodriguez reported the vesting and exercise of previously granted equity awards. On 2026-08-15, 654 Stock Units were converted into 654 shares of Common Stock at a reported price of $0.0000 per share, reflecting the vesting of earlier-reported awards that vest over 2023-2027. Following these transactions, he holds 5,023 shares of Common Stock directly and 1,127 Stock Units directly.
For AFFILIATED MANAGERS GROUP, INC. (AMG), director Loren M. Starr reported the vesting and conversion of equity awards. On 2026-08-15, 716 Stock Units were exercised into 716 shares of Common Stock, reflecting the vesting of previously reported awards, inclusive of deferred stock units.
Following these transactions, Starr directly held 3,027 Stock Units and 2,653 shares of Common Stock.
For AFFILIATED MANAGERS GROUP, INC. (AMG), director Tracy P. Palandjian reported the vesting and conversion of 848 Stock Units into 848 shares of Common Stock on 2026-08-15. The stock units disposition reflects vesting of previously reported awards that vest from 2023–2027, and following these transactions Palandjian directly held 1,731 Stock Units and 18,375 shares of Common Stock, inclusive of previously reported deferred stock units. The transactions were reported at a price of $0.00 per share, indicating a compensation-related award rather than an open-market trade.
Affiliated Managers Group director Loren M. Starr reported two equity-related awards tied to the company’s common stock. On 2026-07-30, Starr received 411 stock units, each representing a right to receive one share of common stock, which vest in full on August 15, 2027. On the same date, Starr also acquired 210 deferred stock units, reflecting cash director fees elected to be deferred under the company’s deferred compensation plan; these units are notionally invested in a measurement fund tracking the common stock and become distributable in common stock upon Starr’s separation from service on the Board. Both positions are held as derivative securities with direct ownership.
FRANQUI ANNETTE reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group, Inc. reported that director Annette Franqui received an award of 274 stock units on July 30, 2026. Each stock unit represents a right to receive one share of common stock and vests in full on August 15, 2027. Following this grant, her reported direct holdings total 274 stock units.
Palandjian Tracy P. reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group director Tracy P. Palandjian received a grant of 274 Stock Units. Each stock unit represents a right to receive one share of the company’s common stock upon vesting. The units vest in full on August 15, 2027 and are held directly, with no cash paid at grant.
Matos Rodriguez Felix V. reported acquisition or exercise transactions in this Form 4 filing.
AFFILIATED MANAGERS GROUP director Felix V. Matos Rodriguez reported an award of 274 stock units on July 30, 2026. Each stock unit represents a right to receive one share of common stock upon vesting, and the units vest in full on August 15, 2027. Following this grant, he holds 274 stock units directly.
Engel Marcy reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group director Marcy Engel received a grant of 274 Stock Units on July 30, 2026. Each unit represents one share of common stock and will vest in full on August 15, 2027, leaving her with 274 Stock Units held directly.
Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group, Inc. reported that director Cates G. Staley received a compensatory grant of 274 Stock Units on July 30, 2026. Each stock unit represents the right to receive one share of common stock upon vesting, and the units vest in full on August 15, 2027. Following this award, Staley holds 274 stock units directly.
AFFILIATED MANAGERS GROUP, INC. director Tracy P. Palandjian exercised stock options and settled related taxes using shares. On June 12, she exercised options for 2,958 shares of common stock at $82.07 per share and 685 shares were withheld at $354.62 per share to cover tax obligations. After these transactions, she directly holds 17,527 shares of AMG common stock, and the exercised director stock option covering 2,958 shares is fully depleted.
AFFILIATED MANAGERS GROUP, INC. President and CEO Jay C. Horgen exercised employee stock options for 75,000 shares of common stock at a strike price of $74.49 per share. These options were labeled as an Employee Stock Option (Right to Buy) and are now fully exercised.
Of the acquired shares, 39,671 were used to satisfy tax obligations at a price of $336.62 per share, and 17,500 shares were sold in an open-market transaction at a weighted average price of $338.27 per share. Following these transactions, Horgen directly holds 204,706 common shares, with additional indirect holdings reported as 350,000 shares through grantor retained annuity trusts and 34,058 shares through family trusts.
Affiliated Managers Group director Annette Franqui bought shares in the company on the open market. On this transaction date, she purchased 750 shares of Common Stock at a weighted average price of $304.88 per share, with individual trade prices ranging from $303.00 to $305.00. Following the purchase, she directly owns 1,962 shares.
Affiliated Managers Group director Felix V. Matos Rodriguez reported an open-market sale of company stock. He sold 1,000 shares of AMG common stock on May 8, 2026 at a price of $300.18 per share. After this transaction, he directly owns 4,369 shares of AMG common stock.
Affiliated Managers Group director Ryan David Christopher sold shares in the company. On May 6, 2026, he completed an open-market sale of 3,402 shares of common stock at a weighted average price of $305.06 per share, with trades ranging from $303.54 to $307.71. After these transactions, he directly owned 1,092 shares.
AFFILIATED MANAGERS GROUP, INC. director Cates G. Staley reported an open-market purchase of Common Stock. Staley bought 1,500 shares at a price of $305.83 per share and now directly holds 6,405 shares following this transaction.
Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group director Cates G. Staley received an equity award of 172 stock units. The grant was recorded on May 1, 2026 and each stock unit represents a right to receive one share of the company’s common stock upon vesting.
The 172 stock units vest in full on August 15, 2027 and are held directly. Following this award, Staley holds 172 stock units in total. This is a compensation-related grant, not an open-market purchase or sale of shares.
Affiliated Managers Group General Counsel Kavita Padiyar reported a mix of stock transactions. On March 9, 2026, she sold 2,200 shares of common stock in an open-market transaction at a weighted average price of $278.24 per share, leaving her with 42,672 directly held shares. The sale prices ranged from $278.00 to $278.51.
On March 5, 2026, previously reported stock unit awards vested and were converted into 2,288 shares of common stock, and she received additional grants of 2,426 common shares and 1,191 stock units. A portion of shares (2,282) was automatically surrendered to the company to satisfy tax withholding obligations. The new award issued under the 2020 Equity Incentive Plan vests in four equal installments on March 5 of 2027, 2028, 2029, and 2030.
AFFILIATED MANAGERS GROUP, INC. Chief Executive Officer Jay C. Horgen reported multiple equity compensation transactions on March 5, 2026. Previously granted stock units vested and were exercised, converting 17,563 stock units into 17,563 shares of common stock at a stated price of $0.00 per share.
Horgen also received new awards of 8,544 stock units and a separate grant of 27,260 shares of common stock, both at a stated price of $0.00, reflecting equity incentives under company plans. To satisfy tax withholding obligations tied to these vestings, 18,333 shares of common stock were automatically surrendered to the company at $299.18 per share.
After these transactions, Horgen directly owned 336,877 shares of common stock and held additional indirect positions of 34,058 shares through family trusts and 200,000 shares through a grantor retained annuity trust, as disclosed in the filing footnotes.
Affiliated Managers Group Chief Financial Officer Dava Ritchea reported equity compensation-related transactions on March 5, 2026. A previously reported stock unit award vested, converting 601 Stock Units into 601 shares of Common Stock at no cash exercise price.
To cover tax withholding obligations from this vesting, 292 shares of Common Stock were automatically surrendered to the company at $299.18 per share, leaving 309 Common shares directly owned after the tax withholding disposition. Following the conversion, Ritchea directly owned 1,804 Stock Units.
Ritchea also received a new grant of 1,667 Stock Units, issued under the company’s 2020 Equity Incentive Plan. This award vests in four equal installments on March 5 of each year from 2027 through 2030, aligning compensation with multi-year company performance.
AFFILIATED MANAGERS GROUP, INC. director Karen L. Alvingham reported equity compensation activity involving stock units and common stock. On March 5, 2026, 867 stock units vested and converted into 867 shares of common stock as part of previously reported awards that vest from 2023 to 2026.
She also received new grants of 171 stock units that vest in full on March 5, 2027, and 98 deferred stock units tied to cash fees she elected to defer under the company’s deferred compensation plan. Each stock or deferred stock unit represents one share of common stock at settlement.
In a related move, 67 shares of common stock were automatically surrendered to the company at $299.18 per share to satisfy tax withholding obligations tied to the vesting, rather than an open-market sale.
AFFILIATED MANAGERS GROUP, INC. director Ryan David Christopher reported equity-based compensation activity. He exercised previously awarded stock units for 867 shares of common stock at a reported price of $0.0000 per share, bringing his directly held common stock to 4,494 shares.
He also acquired 867 stock units through this exercise, increasing his directly held stock units to 3,850, and received a new grant of 335 stock units. The filing notes these awards vest over 2023–2027, and that the 335 newly granted stock units vest in full on March 5, 2027, with each unit representing one share of common stock upon vesting.
AFFILIATED MANAGERS GROUP, INC. director Loren M. Starr reported equity-related acquisitions on March 5, 2026. Previously reported stock unit awards partially vested, resulting in 652 stock units converting into 652 shares of common stock at a price of $0.0000 per share. He also received new grants of 503 stock units, which vest in full on March 5, 2027, and 257 deferred stock units linked to deferred cash fees under the company’s compensation plan.
Affiliated Managers Group director Felix V. Matos Rodriguez increased his equity stake through vesting and new awards. He exercised 867 stock units into 867 shares of common stock at a price of $0.00 per share and now directly holds 5,369 common shares.
On the same date, 867 stock units vested from previously reported awards that vest from 2023-2027, leaving 1,172 stock units outstanding. He also received a grant of 335 additional stock units that vest in full on March 5, 2027, bringing his new award balance to 335 stock units.
Affiliated Managers Group director Tracy P. Palandjian reported equity compensation and related conversions. She received a grant of 335 stock units, which vest in full on March 5, 2027, with each unit representing the right to receive one share of common stock upon vesting.
She also exercised 867 stock units, resulting in ownership of 15,254 shares of common stock directly and 1,970 stock units, inclusive of previously reported deferred stock units. The filing notes that these transactions reflect the vesting of previously reported awards that vest from 2023 to 2027.
Affiliated Managers Group director Annette Franqui reported equity awards and vesting activity. On March 5, 2026, 548 stock units vested from a previously reported award and were converted into 548 shares of common stock, leaving her with 1,212 common shares held directly.
On the same date, she was granted 335 additional stock units, each representing one share of common stock upon vesting. These new stock units vest in full on March 5, 2027, and she now directly holds 335 stock units from this grant.
Affiliated Managers Group, Inc. reported an insider stock gift by its Chief Executive Officer and director. On 12/23/2025, the reporting person transferred 4,000 shares of AMG common stock as a gift, coded as transaction type "G," which the explanation notes was a gift to a charitable donor advised fund. The form also indicates that the reporting person serves as both Chief Executive Officer and a director of the company.
After this transaction, the reporting person beneficially owned 510,387 shares of AMG common stock directly and 34,058 shares indirectly through family trusts. The filing is made as a Form 4 for one reporting person and reflects a personal gifting transaction rather than an open-market purchase or sale.
Affiliated Managers Group director reports charitable stock gift
A director of Affiliated Managers Group, Inc. (AMG) reported a change in ownership of company stock on a Form 4. On 11/25/2025, the insider transferred 3,499 shares of common stock in a transaction coded “G,” which indicates a gift, at a reported price of $0 per share. Following this transaction, the reporting person directly beneficially owns 14,387 shares of AMG common stock. The footnote clarifies that the shares were gifted to a charitable donor advised fund, meaning the transfer was for philanthropic purposes rather than a sale for cash.
Affiliated Managers Group (AMG) reported an insider transaction by a director on 11/07/2025. The director exercised options for 560 shares at $69.63 (code M), increasing holdings, and then disposed of 182 shares at $259.26 to cover taxes (code F). Following these transactions, the director held 12,243 shares directly. A related director stock option for 560 shares was exercised, leaving 0 derivative securities outstanding.
Affiliated Managers Group (AMG) disclosed an insider equity award under Form 4. A director received 199 restricted stock units on November 3, 2025. Each unit represents one share of common stock upon vesting, which occurs in full on March 5, 2027. The award is shown with a $0 exercise price and is held directly by the reporting person.