Jay C. Horgen - Mar 5, 2025 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Role
President and CEO, Director
Signature
/s/ Kavita Padiyar, Attorney-in-Fact
Stock symbol
AMG
Transactions as of
Mar 5, 2025
Transactions value $
-$4,403,180
Form type
4
Date filed
3/7/2025, 05:15 PM
Previous filing
Oct 4, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Options Exercise $0 +16.7K +4.14% $0.00 419K Mar 5, 2025 Direct F1
transaction AMG Common Stock Award $0 +48.3K +11.5% $0.00 468K Mar 5, 2025 Direct F2
transaction AMG Common Stock Tax liability -$4.4M -26.6K -5.68% $165.72 441K Mar 5, 2025 Direct F3
holding AMG Common Stock 20.1K Mar 5, 2025 By Family Trusts

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 -16.7K -38.27% $0.00 26.9K Mar 5, 2025 Common Stock 16.7K Direct F1
transaction AMG Stock Units Award $0 +13.5K $0.00 13.5K Mar 5, 2025 Common Stock 13.5K 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.