MGRD · Insider Trading

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

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.

Form 4 Filings
50
most recent
Open-Market Buys
1
code P
Sales
0
code S
Reporting Insiders
0
current holders
MGRD — Recent Form 4 Transactions (latest 2024-03-28)
FiledInsiderRole TypeSharesValue
2024-03-28 Dwight D. Churchill Director MIXED +4,383 −$245
2024-03-07 Tracy A Atkinson Director M +544 —
2024-03-07 Karen L. Alvingham Director MIXED +496 −$6.50K
2024-03-07 Dwight D. Churchill Director M +840 —
2024-03-07 Reuben Jeffery III Director M +563 —
2024-03-07 Rodriguez Felix V. Matos Director M +525 —
2024-03-07 Tracy P. Palandjian Director M +555 —
2024-03-07 David Christopher Ryan Director M +317 —
2024-03-07 Thomas M Wojcik Chief Financial Officer MIXED +9,306 −$1.55M
2024-03-07 Rizwan M Jamal Head of Affiliate Investments MIXED +10,281 −$1.53M
2024-03-07 Jay C. Horgen President and CEO MIXED +21,097 −$2.26M
2024-02-07 Loren M Starr Director A +946 deriv. —
2024-02-07 David Christopher Ryan Director A +956 deriv. —
2024-02-07 Tracy P. Palandjian Director A +1,010 deriv. —
2024-02-07 Karen L. Alvingham Director A +947 deriv. —
2024-02-07 Rodriguez Felix V. Matos Director A +638 deriv. —
2024-02-07 Reuben Jeffery III Director A +904 deriv. —
2024-02-07 Dwight D. Churchill Director A +692 deriv. —
2024-02-07 Tracy A Atkinson Director A +638 deriv. —
2024-01-03 Karen L. Alvingham Director MIXED +113 −$1.36K
2024-01-03 Tracy A Atkinson Director M +260 —
2024-01-03 Dwight D. Churchill Director M +312 —
2024-01-03 Reuben Jeffery III Director M +5 —
2024-01-03 Tracy P. Palandjian Director M +153 —
2024-01-03 Rizwan M Jamal Head of Affiliate Investments MIXED +1,215 −$159.75K
2024-01-03 Thomas M Wojcik Chief Financial Officer MIXED +1,243 −$211.84K
2024-01-03 Jay C. Horgen President and CEO MIXED +3,427 −$358.11K
2023-11-17 Rizwan M Jamal Head of Affiliate Investments G — —
2023-11-08 Loren M Starr Director A +414 deriv. —
2023-08-17 Jay C. Horgen President and CEO MIXED +28,455 −$2.60M
2023-08-17 Thomas M Wojcik Chief Financial Officer MIXED +2,386 −$337.52K
2023-08-17 Rizwan M Jamal Head of Affiliate Investments MIXED +6,466 −$806.75K
2023-08-17 John R Erickson Head of Affiliate Engagement MIXED +5,819 −$684.49K
2023-08-17 Karen L. Alvingham Director MIXED +695 −$7.72K
2023-08-17 David Christopher Ryan Director M +370 —
2023-08-17 Tracy P. Palandjian Director M +844 —
2023-08-17 Rodriguez Felix V. Matos Director M +381 —
2023-08-17 Reuben Jeffery III Director M +900 —
2023-08-17 Dwight D. Churchill Director M +1,064 —
2023-08-17 Tracy A Atkinson Director M +398 —
2023-07-28 Reuben Jeffery III Director A +707 deriv. —
2023-07-28 David Christopher Ryan Director A +1,060 deriv. —
2023-07-28 Dwight D. Churchill Director A +1,061 deriv. —
2023-07-28 Karen L. Alvingham Director A +1,049 deriv. —
2023-07-28 Tracy A Atkinson Director A +707 deriv. —
2023-07-28 Rodriguez Felix V. Matos Director A +707 deriv. —
2023-07-28 Tracy P. Palandjian Director A +707 deriv. —
2023-06-30 Tracy P. Palandjian Director MIXED +84 −$9
2023-03-17 Reuben Jeffery III Director Buy +3,650 +$500.82K
2023-03-07 David Christopher Ryan Director M +171 —
MGRD Insider Trading FAQ
Who are the insiders at MGRD?
No current Form 4 beneficial owners are on file for MGRD.
Are MGRD insiders buying or selling?
Across the 50 most recent Form 4 filings for MGRD, 1 were open-market purchases (code P) and 0 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is MGRD insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent MGRD filing is dated 2024-03-28.
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.

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.