Karen L. Alvingham - Jul 29, 2024 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Role: Director
Signature: /s/ Kavita Padiyar, Attorney-in-Fact
Stock symbol: AMG
Transactions as of: Jul 29, 2024
Transactions value $: -$70,490
Form type: 4
Date filed: 7/31/2024, 06:52 PM
Previous filing: Mar 7, 2024
Next filing: Aug 16, 2024

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership
transaction	AMG	Common Stock	Options Exercise	$216K	+1.35K	+31.75%	$160.01	5.62K	Jul 31, 2024	Direct
transaction	AMG	Common Stock	Options Exercise	$197K	+1.79K	+31.83%	$110.02	7.4K	Jul 31, 2024	Direct
transaction	AMG	Common Stock	Options Exercise	$231K	+2.66K	+35.95%	$86.78	10.1K	Jul 31, 2024	Direct
transaction	AMG	Common Stock	Options Exercise	$243K	+2.96K	+29.39%	$82.07	13K	Jul 31, 2024	Direct
transaction	AMG	Common Stock	Options Exercise	$117K	+1.68K	+12.89%	$69.63	14.7K	Jul 31, 2024	Direct
transaction	AMG	Common Stock	Tax liability	-$1.07M	-5.79K	-39.37%	$185.62	8.91K	Jul 31, 2024	Direct

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	Restricted Stock Units	Award	$0	+544		$0.00	544	Jul 29, 2024	Common Stock	544		Direct	F1
transaction	AMG	Deferred Stock Units	Award	$0	+372		$0.00	372	Jul 29, 2024	Common Stock	372		Direct	F2
transaction	AMG	Director Stock Option (Right to Buy)	Options Exercise	$0	-1.35K	-100%	$0.00^*	0	Jul 31, 2024	Common Stock	1.35K	$160.01	Direct
transaction	AMG	Director Stock Option (Right to Buy)	Options Exercise	$0	-1.79K	-100%	$0.00^*	0	Jul 31, 2024	Common Stock	1.79K	$110.02	Direct
transaction	AMG	Director Stock Option (Right to Buy)	Options Exercise	$0	-2.66K	-100%	$0.00^*	0	Jul 31, 2024	Common Stock	2.66K	$86.78	Direct
transaction	AMG	Director Stock Option (Right to Buy)	Options Exercise	$0	-2.96K	-100%	$0.00^*	0	Jul 31, 2024	Common Stock	2.96K	$82.07	Direct
transaction	AMG	Director Stock Option (Right to Buy)	Options Exercise	$0	-1.68K	-74.99%	$0.00	560	Jul 31, 2024	Common Stock	1.68K	$69.63	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025.
F2	Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.

Content

Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025.

Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.