Jay C. Horgen - 05 Mar 2023 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Role
President and CEO, Director
Signature
/s/ Kavita Padiyar, Attorney-in-Fact
Issuer symbol
AMG
Transactions as of
05 Mar 2023
Net transactions value
-$4,483,114
Form type
4
Filing time
07 Mar 2023, 16:54:00 UTC
Previous filing
04 Jan 2023
Next filing
17 Aug 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Award $0 +60,814 +27% $0.000000 286,038 05 Mar 2023 Direct F1
transaction AMG Common Stock Options Exercise $0 +7,874 +2.8% $0.000000 293,912 05 Mar 2023 Direct F2
transaction AMG Common Stock Tax liability $4,483,114 -27,887 -9.5% $160.76 266,025 05 Mar 2023 Direct F3
holding AMG Common Stock 20,058 05 Mar 2023 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 Award $0 +47,990 $0.000000 47,990 05 Mar 2023 Common Stock 47,990 Direct F4
transaction AMG Stock Units Award $0 +19,576 $0.000000 19,576 05 Mar 2023 Common Stock 19,576 Direct F5
transaction AMG Stock Units Options Exercise $0 -7,874 -23% $0.000000 26,901 05 Mar 2023 Common Stock 7,874 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.