MGRD (Affiliated Managers Group, Inc. 4.200% Junior Subordinated Notes due 2061)

Insider Trading Activity

Every open-market purchase and sale reported by MGRD officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Form 4 Filings
50
most recent
Open-Market Buys
1
code P
Sales
0
code S
Reporting Insiders
12
current holders
MGRD — Recent Form 4 Transactions (latest 2024-03-28)
FiledInsiderRole TypeSharesValue
2024-03-28 Dwight D. Churchill Director MIXED
2024-03-07 Tracy A Atkinson Director M
2024-03-07 Karen L. Alvingham Director MIXED
2024-03-07 Dwight D. Churchill Director M
2024-03-07 Reuben Jeffery III Director M
2024-03-07 Rodriguez Felix V. Matos Director M
2024-03-07 Tracy P. Palandjian Director M
2024-03-07 David Christopher Ryan Director M
2024-03-07 Thomas M Wojcik Chief Financial Officer MIXED
2024-03-07 Rizwan M Jamal Head of Affiliate Investments MIXED
2024-03-07 Jay C. Horgen President and CEO MIXED
2024-02-07 LOREN M STARR Director A
2024-02-07 David Christopher Ryan Director A
2024-02-07 Tracy P. Palandjian Director A
2024-02-07 Karen L. Alvingham Director A
2024-02-07 Rodriguez Felix V. Matos Director A
2024-02-07 Reuben Jeffery III Director A
2024-02-07 Dwight D. Churchill Director A
2024-02-07 Tracy A Atkinson Director A
2024-01-03 Karen L. Alvingham Director MIXED
2024-01-03 Tracy A Atkinson Director M
2024-01-03 Dwight D. Churchill Director M
2024-01-03 Reuben Jeffery III Director M
2024-01-03 Tracy P. Palandjian Director M
2024-01-03 Rizwan M Jamal Head of Affiliate Investments MIXED
2024-01-03 Thomas M Wojcik Chief Financial Officer MIXED
2024-01-03 Jay C. Horgen President and CEO MIXED
2023-11-17 Rizwan M Jamal Head of Affiliate Investments G
2023-11-08 LOREN M STARR Director A
2023-08-17 Jay C. Horgen President and CEO MIXED
2023-08-17 Thomas M Wojcik Chief Financial Officer MIXED
2023-08-17 Rizwan M Jamal Head of Affiliate Investments MIXED
2023-08-17 John R Erickson Head of Affiliate Engagement MIXED
2023-08-17 Karen L. Alvingham Director MIXED
2023-08-17 David Christopher Ryan Director M
2023-08-17 Tracy P. Palandjian Director M
2023-08-17 Rodriguez Felix V. Matos Director M
2023-08-17 Reuben Jeffery III Director M
2023-08-17 Dwight D. Churchill Director M
2023-08-17 Tracy A Atkinson Director M
2023-07-28 Reuben Jeffery III Director A
2023-07-28 David Christopher Ryan Director A
2023-07-28 Dwight D. Churchill Director A
2023-07-28 Karen L. Alvingham Director A
2023-07-28 Tracy A Atkinson Director A
2023-07-28 Rodriguez Felix V. Matos Director A
2023-07-28 Tracy P. Palandjian Director A
2023-06-30 Tracy P. Palandjian Director MIXED
2023-03-17 Reuben Jeffery III Director Buy
2023-03-07 David Christopher Ryan Director M
MGRD — Current Insider Holders
InsiderRole Shares HeldValue
President and CEO 339,062
Head of Affiliate Investments 91,922
Head of Affiliate Engagement 58,054
Chief Financial Officer 57,167
Director 33,194
Director 21,807
General Counsel and Secretary 18,965
Director 12,221
Director 4,262
Director 4,020
Director 1,679
Director 1,034
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the MGRD quote page; the site-wide leaderboard is on the insider transactions hub.