Key facts
- This page summarizes John R. Erickson's Form 4 filing for AFFILIATED MANAGERS GROUP, INC. (AMG).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 17 Aug 2023, 17:02.
John R. Erickson - 15 Aug 2023 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)
- Reporting relationship
- Head of Affiliate Engagement
- Issuer ticker
- AMG
- Reported as of
- 15 Aug 2023
- Net transaction value
- -$684,491
- SEC form
- 4
- Accepted by SEC
- 17 Aug 2023, 17:02:19 UTC
- Prior SEC filing
- 07 Mar 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kavita Padiyar, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
John R. Erickson filed Form 4 for AFFILIATED MANAGERS GROUP, INC. (AMG) on 17 Aug 2023.
Change
- Previous filing in this sequence was filed on 07 Mar 2023.
- Current net transaction value: -$684,491.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
AMG
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +10,964
- Change %
- +21%
- Price
- $0.000000
- Shares after
- 63,199
- Date
- 15 Aug 2023
- Ownership
- Direct
- Footnotes
- F1
AMG
transaction
Common Stock
Tax liability
- Transaction value
- $684,491
- Shares
- -5,145
- Change %
- -8.1%
- Price
- $133.04
- Shares after
- 58,054
- Date
- 15 Aug 2023
- Ownership
- Direct
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
AMG
transaction
Derivative
Stock Units
Options Exercise
- Transaction value
- $0
- Shares
- -10,964
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 15 Aug 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 10,964
- Exercise price
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Reflects the vesting of a previously reported award. The award vested on August 15, 2023.
Footnote F2
Reflects the automatic surrender of shares of common stock to the Company to satisfy tax withholding obligations related to the vesting of the award described above.