Form 4 for AMG AFFILIATED MANAGERS GROUP, INC.
Accepted 2026-03-09 00:00:00 ET · period of report 2026-03-05 · accession 0001004434-26-000031 · 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 | Horgen Jay C. | CEO, Dir | F - Tax | $299.18 | -18.3K | 336.9K | -5% | -$5.48M |
| D | 2026-03-09 | 2026-03-05 | AMG | Horgen Jay C. | CEO, Dir | A - Grant | $0.00 | +27.3K | 355.2K | +8% | $0 |
| D | 2026-03-09 | 2026-03-05 | AMG | Horgen Jay C. | CEO, Dir | M - OptEx | $0.00 | +17.6K | 327.9K | +6% | $0 |
| D | 2026-03-09 | 2026-03-05 | AMG | Horgen Jay C. | CEO, Dir | M - OptEx | $0.00 | -17.6K | 22.9K | -43% | $0 |
| D | 2026-03-09 | 2026-03-05 | AMG | Horgen Jay C. | CEO, Dir | A - Grant | $0.00 | +8,544 | 8,544 | 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 | F | D | 18,333 | $299.18 | 336,877 | D | — | — | (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. |
| 2 | Common | Common Stock | 2026-03-05 | A | A | 27,260 | $0.00 | 355,210 | D | — | — | (F3) Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. |
| 3 | Common | Common Stock | 2026-03-05 | M | A | 17,563 | $0.00 | 327,950 | D | — | — | (F1) Reflects the vesting of previously reported awards. Awards vest 2023-2029. (F2) Reflects the transfer of 200,000 shares of common stock to a grantor retained annuity trust. |
| 4 | Derivative | Stock Units | 2026-03-05 | M | D | 17,563 | $0.00 | 22,891 | D | — · — to — | 17,563 Common Stock | (F1) Reflects the vesting of previously reported awards. Awards vest 2023-2029. |
| 5 | Derivative | Stock Units | 2026-03-05 | A | A | 8,544 | $0.00 | 8,544 | D | — · — to — | 8,544 Common Stock | (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. |