Karen L. Alvingham - 05 Mar 2026 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Reporting relationship: Director
Issuer ticker: AMG
Reported as of: 05 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 09 Mar 2026, 17:44:29 UTC
Prior SEC filing: 12 Nov 2025
Source filing: View source filing
Reporting owner signature: /s/ Kavita Padiyar, Attorney-in-Fact

Key filing fact

Karen L. Alvingham filed Form 4 for AFFILIATED MANAGERS GROUP, INC. (AMG) on 09 Mar 2026.

Key facts

This page summarizes Karen L. Alvingham's Form 4 filing for AFFILIATED MANAGERS GROUP, INC. (AMG).
5 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 09 Mar 2026, 17:44.

Change

Previous filing in this sequence was filed on 12 Nov 2025.
Current net transaction value: $0.

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

Reporting Owners (1)

CIK 0001726148 Primary reporting owner

Alvingham Karen L.

Relationship: Director
Address: C/O AFFILIATED MANAGERS GROUP, INC., 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH
Signature: /s/ Kavita Padiyar, Attorney-in-Fact
Signature date: 09 Mar 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

AMG transaction

Common Stock

Options Exercise

Transaction value
Shares: +867
Change %: +7.1%
Price: $0.000000^*
Shares after: 13,110
Date: 05 Mar 2026
Ownership: Direct
Footnotes: F1

AMG transaction

Common Stock

Tax liability

Transaction value
Shares: -67
Change %: -0.51%
Price: $299.18^*
Shares after: 13,043
Date: 05 Mar 2026
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
Shares: -867
Change %: -19%
Price: $0.000000^*
Shares after: 3,709
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 867
Exercise price
Footnotes: F1, F3

AMG transaction Derivative

Stock Units

Award

Transaction value
Shares: +171
Change %
Price: $0.000000^*
Shares after: 171
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 171
Exercise price
Footnotes: F4

AMG transaction Derivative

Deferred Stock Units

Award

Transaction value
Shares: +98
Change %
Price: $0.000000^*
Shares after: 98
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 98
Exercise price
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 2023-2026.

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 awards described above.

Footnote F3

Inclusive of previously reported deferred stock units.

Footnote F4

Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on March 5, 2027.

Footnote F5

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.