Jay C. Horgen - 05 Mar 2025 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Signature
/s/ Kavita Padiyar, Attorney-in-Fact
Issuer symbol
AMG
Transactions as of
05 Mar 2025
Net transactions value
-$4,403,180
Form type
4
Filing time
07 Mar 2025, 17:15:39 UTC
Previous filing
04 Oct 2024
Next filing
03 Jul 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Options Exercise $0 +16,693 +4.1% $0.000000 419,439 05 Mar 2025 Direct F1
transaction AMG Common Stock Award $0 +48,251 +12% $0.000000 467,690 05 Mar 2025 Direct F2
transaction AMG Common Stock Tax liability $4,403,180 -26,570 -5.7% $165.72 441,120 05 Mar 2025 Direct F3
holding AMG Common Stock 20,058 05 Mar 2025 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 -16,693 -38% $0.000000 26,927 05 Mar 2025 Common Stock 16,693 Direct F1
transaction AMG Stock Units Award $0 +13,527 $0.000000 13,527 05 Mar 2025 Common Stock 13,527 Direct F4
* 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 2022-2028.
F2 Award granted in March 2022, 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, 2026, 2027, 2028, and 2029.