Form 4 for AMG AFFILIATED MANAGERS GROUP, INC.
Accepted 2026-03-09 00:00:00 ET · period of report 2026-03-05 · accession 0001004434-26-000027 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-03-09 | 2026-03-05 | AMG | Alvingham Karen L. | Dir | M - OptEx | $0.00 | +867 | 13.1K | +7% | $0 |
| D | 2026-03-09 | 2026-03-05 | AMG | Alvingham Karen L. | Dir | F - Tax | $299.18 | -67 | 13.0K | -0.5% | -$20.0K |
| D | 2026-03-09 | 2026-03-05 | AMG | Alvingham Karen L. | Dir | M - OptEx | $0.00 | -867 | 3,709 | -19% | $0 |
| DM | 2026-03-09 | 2026-03-05 | AMG | Alvingham Karen L. | Dir | A - Grant | $0.00 | +269 | 171 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-03-05 | M | A | 867 | $0.00 | 13,110 | D | — | — | (F1) Reflects the vesting of previously reported awards. Awards vest 2023-2026. |
| 2 | Common | Common Stock | 2026-03-05 | F | D | 67 | $299.18 | 13,043 | D | — | — | (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. |
| 3 | Derivative | Stock Units | 2026-03-05 | M | D | 867 | $0.00 | 3,709 | D | — · — to — | 867 Common Stock | (F3) Inclusive of previously reported deferred stock units. (F1) Reflects the vesting of previously reported awards. Awards vest 2023-2026. |
| 4 | Derivative | Deferred Stock Units | 2026-03-05 | A | A | 98 | $0.00 | 98 | D | — · — to — | 98 Common Stock | (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. |
| 5 | Derivative | Stock Units | 2026-03-05 | A | A | 171 | $0.00 | 171 | D | — · — to — | 171 Common Stock | (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. |