Kavita Padiyar - Mar 5, 2025 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Signature
/s/ Kavita Padiyar
Stock symbol
AMG
Transactions as of
Mar 5, 2025
Transactions value $
-$435,844
Form type
4
Date filed
3/7/2025, 05:13 PM
Previous filing
Apr 5, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Options Exercise $0 +2.24K +14.66% $0.00 17.5K Mar 5, 2025 Direct F1
transaction AMG Common Stock Award $0 +3.25K +18.6% $0.00 20.7K Mar 5, 2025 Direct F2
transaction AMG Common Stock Tax liability -$436K -2.63K -12.68% $165.72 18.1K Mar 5, 2025 Direct F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction AMG Stock Units Options Exercise $0 -2.24K -37.89% $0.00 3.67K Mar 5, 2025 Common Stock 2.24K Direct F1
transaction AMG Stock Units Award $0 +1.29K $0.00 1.29K Mar 5, 2025 Common Stock 1.29K Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects the vesting of previously reported awards. Awards vest 2022-2028.
F2 Award granted in March 2022, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements.
F3 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.
F4 The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2026, 2027, 2028, and 2029.