Rizwan M. Jamal - 05 Mar 2024 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Reporting relationship: Head of Affiliate Investments
Issuer ticker: AMG
Reported as of: 05 Mar 2024
Net transaction value: -$1,530,297
SEC form: 4
Accepted by SEC: 07 Mar 2024, 17:44:19 UTC
Prior SEC filing: 03 Jan 2024
Next SEC filing: 20 Aug 2024
Source filing: View source filing
Reporting owner signature: /s/ Kavita Padiyar, Attorney-in-Fact

Key filing fact

Rizwan M. Jamal filed Form 4 for AFFILIATED MANAGERS GROUP, INC. (AMG) on 07 Mar 2024.

Key facts

This page summarizes Rizwan M. Jamal's Form 4 filing for AFFILIATED MANAGERS GROUP, INC. (AMG).
6 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 07 Mar 2024, 17:44.

Change

Previous filing in this sequence was filed on 03 Jan 2024.
Current net transaction value: -$1,530,297.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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: +6,687
Change %: +550%
Price: $0.000000
Shares after: 7,902
Date: 05 Mar 2024
Ownership: Direct
Footnotes: F1

AMG transaction

Common Stock

Award

Transaction value: $0
Shares: +13,244
Change %: +168%
Price: $0.000000
Shares after: 21,146
Date: 05 Mar 2024
Ownership: Direct
Footnotes: F2

AMG transaction

Common Stock

Tax liability

Transaction value: $1,530,297
Shares: -9,650
Change %: -46%
Price: $158.58
Shares after: 11,496
Date: 05 Mar 2024
Ownership: Direct
Footnotes: F3

AMG holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 70,776
Date: 05 Mar 2024
Ownership: By Family Trusts

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: -6,687
Change %: -33%
Price: $0.000000
Shares after: 13,834
Date: 05 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 6,687
Exercise price
Footnotes: F1

AMG transaction Derivative

Stock Units

Award

Transaction value: $0
Shares: +6,432
Change %
Price: $0.000000
Shares after: 6,432
Date: 05 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 6,432
Exercise price
Footnotes: F4

AMG transaction Derivative

Employee Stock Option (Right to Buy)

Award

Transaction value: $0
Shares: +428,807
Change %
Price: $0.000000
Shares after: 428,807
Date: 05 Mar 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 428,807
Exercise price: $74.49
Footnotes: F5

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Reflects the vesting of previously reported awards. Awards vest 2022-2027.

Footnote F2

Award granted in March 2021, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements.

Footnote 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.

Footnote 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.

Footnote 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.