Jay C. Horgen - 05 Mar 2026 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Role
Chief Executive Officer, Director
Signature
/s/ Kavita Padiyar, Attorney-in-Fact
Issuer symbol
AMG
Transactions as of
05 Mar 2026
Net transactions value
$0
Form type
4
Filing time
09 Mar 2026, 18:07:13 UTC
Previous filing
23 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Horgen Jay C. Chief Executive Officer, Director C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH /s/ Kavita Padiyar, Attorney-in-Fact 09 Mar 2026 0001432993

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Options Exercise +17,563 +5.7% $0.000000* 327,950 05 Mar 2026 Direct F1, F2
transaction AMG Common Stock Award +27,260 +8.3% $0.000000* 355,210 05 Mar 2026 Direct F3
transaction AMG Common Stock Tax liability -18,333 -5.2% $299.18* 336,877 05 Mar 2026 Direct F4
holding AMG Common Stock 34,058 05 Mar 2026 By Family Trusts
holding AMG Common Stock 200,000 05 Mar 2026 By GRAT F2

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 -17,563 -43% $0.000000* 22,891 05 Mar 2026 Common Stock 17,563 Direct F1
transaction AMG Stock Units Award +8,544 $0.000000* 8,544 05 Mar 2026 Common Stock 8,544 Direct F5
* 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 2023-2029.
F2 Reflects the transfer of 200,000 shares of common stock to a grantor retained annuity trust.
F3 Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements.
F4 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.
F5 The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2027, 2028, 2029, and 2030.