Company insider dossier

Affiliated Managers Group, Inc. insider intelligence

MGR filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

Terminal chart Weekly report Factor intelligence Financials Investment Banking & Investment Services Data API
61/100

Accumulation bias

76/100 confidence
Exchange
NYSE
Sector
Financials
Industry
Investment Banking & Investment Services
Latest evidence
30 Jul 2026

Investment committee read

Accumulation bias

Priced common-share acquisitions carry more weighted evidence than disposals after freshness, role, size, and duplicate controls.

Watch for market confirmation

Evidence in favour

  • 4 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 8 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
  • The latest qualifying filing is more than 30 days old.
Conviction61Accumulation bias
Confidence76Well supported
Named insiders8participating in the tape
Controlled events9directional common-share events
Acquisition value$6.5Mnormalized amount
Disposal value$20.9Mnormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

21.6120.9020.1919.4818.77 Disposal · 12 Jun 2026 · $242.9KAcquisition · 12 Jun 2026 · $242.8KDisposal · 8 Jun 2026 · $13.4MDisposal · 8 Jun 2026 · $5.9MAcquisition · 8 Jun 2026 · $5.6MAcquisition · 1 Jun 2026 · $228.7KDisposal · 8 May 2026 · $300.2KDisposal · 6 May 2026 · $1.0MAcquisition · 6 May 2026 · $458.7K
Feb 2025Aug 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
20.09 USD
One-week move
-0.4%
Four-week move
-0.2%
Fair-value gap
-0.1%
Trend signal
Inactive
Relative strength
-13.0

Directional balance

Controlled event mix

44.4%acquisition
Acquisition events
4
Disposal events
5
Net value
-$14.3M

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

025 May
101 Jun
708 Jun
015 Jun
022 Jun
029 Jun
006 Jul
013 Jul
020 Jul
727 Jul
003 Aug
010 Aug

Named participants

Insider conviction by person

FRANQUI, ANNETTEDirector721 events
CATES, G. STALEYDirector721 events
PALANDJIAN, TRACY P.Director612 events
HORGEN, JAY C.Director, President and CEO533 events
ENGEL, MARCYDirector500 events
STARR, LOREN MDirector500 events
RYAN, DAVID CHRISTOPHERDirector281 events
MATOS, RODRIGUEZ FELIX V.Director281 events

Evidence quality

Security and transaction context

Common equity9
Equity compensation8
Options and derivatives2
Other securities0

Role architecture

Who is participating

Director15
CEO and chair4

Transaction evidence

Auditable MGR filing ledger

Showing 1 to 19 of 19.

CATES, G. STALEYDirector
AcquisitionEquity compensation
274 sharesStock Units
Not reportedContext evidence
ENGEL, MARCYDirector
AcquisitionEquity compensation
274 sharesStock Units
Not reportedContext evidence
FRANQUI, ANNETTEDirector
AcquisitionEquity compensation
274 sharesStock Units
Not reportedContext evidence
MATOS, RODRIGUEZ FELIX V.Director
AcquisitionEquity compensation
274 sharesStock Units
Not reportedContext evidence
PALANDJIAN, TRACY P.Director
AcquisitionEquity compensation
274 sharesStock Units
Not reportedContext evidence
STARR, LOREN MDirector
AcquisitionEquity compensation
210 sharesDeferred Stock Units
Not reportedContext evidence
STARR, LOREN MDirector
AcquisitionEquity compensation
411 sharesStock Units
Not reportedContext evidence
PALANDJIAN, TRACY P.Director
DisposalOptions and derivatives
2958 sharesDirector Stock Option (Right to Buy)
Not reportedContext evidence
PALANDJIAN, TRACY P.Director
DisposalCommon equity
685 sharesCommon Stock
$242.9KDirectional evidence
PALANDJIAN, TRACY P.Director
AcquisitionCommon equity
2958 sharesCommon Stock
$242.8KDirectional evidence
HORGEN, JAY C.Director, President and CEO
DisposalOptions and derivatives
75000 sharesEmployee Stock Option (Right to Buy)
Not reportedContext evidence
HORGEN, JAY C.Director, President and CEO
DisposalCommon equity
39671 sharesCommon Stock
$13.4MDirectional evidence
HORGEN, JAY C.Director, President and CEO
DisposalCommon equity
17500 sharesCommon Stock
$5.9MDirectional evidence
HORGEN, JAY C.Director, President and CEO
AcquisitionCommon equity
75000 sharesCommon Stock
$5.6MDirectional evidence
FRANQUI, ANNETTEDirector
AcquisitionCommon equity
750 sharesCommon Stock
$228.7KDirectional evidence
MATOS, RODRIGUEZ FELIX V.Director
DisposalCommon equity
1000 sharesCommon Stock
$300.2KDirectional evidence
RYAN, DAVID CHRISTOPHERDirector
DisposalCommon equity
3402 sharesCommon Stock
$1.0MDirectional evidence
CATES, G. STALEYDirector
AcquisitionCommon equity
1500 sharesCommon Stock
$458.7KDirectional evidence
CATES, G. STALEYDirector
AcquisitionEquity compensation
172 sharesStock Units
Not reportedContext evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context