Jay C. Horgen - Mar 5, 2024 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, 2024
Transactions value $
-$2,264,681
Form type
4
Date filed
3/7/2024, 05:46 PM
Previous filing
Jan 3, 2024
Next filing
Aug 20, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Options Exercise $0 +12.8K +4.29% $0.00 311K Mar 5, 2024 Direct F1
transaction AMG Common Stock Award $0 +22.6K +7.28% $0.00 333K Mar 5, 2024 Direct F2
transaction AMG Common Stock Tax liability -$2.26M -14.3K -4.28% $158.58 319K Mar 5, 2024 Direct F3
holding AMG Common Stock 20.1K Mar 5, 2024 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 -12.8K -31.38% $0.00 27.9K Mar 5, 2024 Common Stock 12.8K Direct F1
transaction AMG Stock Units Award $0 +15.7K $0.00 15.7K Mar 5, 2024 Common Stock 15.7K Direct F4
transaction AMG Employee Stock Option (Right to Buy) Award $0 +600K $0.00 600K Mar 5, 2024 Common Stock 600K $74.49 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 2022-2027.
F2 Award granted in March 2021, 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, 2025, 2026, 2027, and 2028.
F5 Reflects an option award granted in August 2019, which vests on August 15, 2024 following the satisfaction of applicable performance and service conditions previously described in the Company's annual meeting proxy statements.