John R. Erickson - Mar 5, 2023 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Role
Head of Affiliate Engagement
Signature
/s/ Kavita Padiyar, Attorney-in-Fact
Stock symbol
AMG
Transactions as of
Mar 5, 2023
Transactions value $
-$1,727,045
Form type
4
Date filed
3/7/2023, 04:50 PM
Previous filing
Jan 4, 2023
Next filing
Aug 17, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Award $0 +20.2K +50.24% $0.00 60.3K Mar 5, 2023 Direct F1
transaction AMG Common Stock Options Exercise $0 +2.71K +4.5% $0.00 63K Mar 5, 2023 Direct F2
transaction AMG Common Stock Tax liability -$1.73M -10.7K -17.06% $160.76 52.2K Mar 5, 2023 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 Award $0 +11K $0.00 11K Mar 5, 2023 Common Stock 11K Direct F4
transaction AMG Stock Units Award $0 +4.34K $0.00 4.34K Mar 5, 2023 Common Stock 4.34K Direct F5
transaction AMG Stock Units Options Exercise $0 -2.71K -23.03% $0.00 9.06K Mar 5, 2023 Common Stock 2.71K Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Award granted in March 2020, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements.
F2 Reflects the vesting of previously reported awards. Awards vest 2022-2026.
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 Reflects the third tranche of a restricted stock unit award granted in August 2019, which vests on August 15, 2023 following the satisfaction of applicable performance conditions previously described in the Company's annual meeting proxy statements.
F5 The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2024, 2025, 2026 and 2027.