Jay C. Horgen - 05 Mar 2026 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Reporting relationship: Chief Executive Officer, Director
Issuer ticker: AMG
Reported as of: 05 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 09 Mar 2026, 18:07:13 UTC
Prior SEC filing: 23 Dec 2025
Next SEC filing: 08 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ Kavita Padiyar, Attorney-in-Fact

Key filing fact

Jay C. Horgen filed Form 4 for AFFILIATED MANAGERS GROUP, INC. (AMG) on 09 Mar 2026.

Key facts

This page summarizes Jay C. Horgen's Form 4 filing for AFFILIATED MANAGERS GROUP, INC. (AMG).
5 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 09 Mar 2026, 18:07.

Change

Previous filing in this sequence was filed on 23 Dec 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 0001432993 Primary reporting owner

Horgen Jay C.

Relationship: Chief Executive Officer, 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: +17,563
Change %: +5.7%
Price: $0.000000^*
Shares after: 327,950
Date: 05 Mar 2026
Ownership: Direct
Footnotes: F1, F2

AMG transaction

Common Stock

Award

Transaction value
Shares: +27,260
Change %: +8.3%
Price: $0.000000^*
Shares after: 355,210
Date: 05 Mar 2026
Ownership: Direct
Footnotes: F3

AMG transaction

Common Stock

Tax liability

Transaction value
Shares: -18,333
Change %: -5.2%
Price: $299.18^*
Shares after: 336,877
Date: 05 Mar 2026
Ownership: Direct
Footnotes: F4

AMG holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 34,058
Date: 05 Mar 2026
Ownership: By Family Trusts

AMG holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 200,000
Date: 05 Mar 2026
Ownership: By GRAT
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: -17,563
Change %: -43%
Price: $0.000000^*
Shares after: 22,891
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 17,563
Exercise price
Footnotes: F1

AMG transaction Derivative

Stock Units

Award

Transaction value
Shares: +8,544
Change %
Price: $0.000000^*
Shares after: 8,544
Date: 05 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 8,544
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 2023-2029.

Footnote F2

Reflects the transfer of 200,000 shares of common stock to a grantor retained annuity trust.

Footnote F3

Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements.

Footnote F4

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 F5

The award, issued under the Company's 2020 Equity Incentive Plan, vests in four equal installments on each of March 5, 2027, 2028, 2029, and 2030.