Form 4 for AMG AFFILIATED MANAGERS GROUP, INC.
Accepted 2024-03-07 00:00:00 ET · period of report 2024-03-05 · accession 0001127602-24-009061 · 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 | 2024-03-07 | 2024-03-05 | AMG | Horgen Jay C. | Pres, CEO, Dir | A - Grant | $0.00 | +22.6K | 333.3K | +7% | $0 |
| D | 2024-03-07 | 2024-03-05 | AMG | Horgen Jay C. | Pres, CEO, Dir | F - Tax | $158.58 | -14.3K | 319.0K | -4% | -$2.26M |
| D | 2024-03-07 | 2024-03-05 | AMG | Horgen Jay C. | Pres, CEO, Dir | M - OptEx | $0.00 | +12.8K | 310.7K | +4% | $0 |
| D | 2024-03-07 | 2024-03-05 | AMG | Horgen Jay C. | Pres, CEO, Dir | M - OptEx | $0.00 | -12.8K | 27.9K | -31% | $0 |
| DM | 2024-03-07 | 2024-03-05 | AMG | Horgen Jay C. | Pres, CEO, Dir | A - Grant | $0.00 | +615.7K | 600.0K | 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 | 2024-03-05 | A | A | 22,611 | $0.00 | 333,285 | D | — | — | (F2) Award granted in March 2021, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements. |
| 2 | Common | Common Stock | 2024-03-05 | F | D | 14,281 | $158.58 | 319,004 | D | — | — | (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. |
| 3 | Common | Common Stock | 2024-03-05 | M | A | 12,767 | $0.00 | 310,674 | D | — | — | (F1) Reflects the vesting of previously reported awards. Awards vest 2022-2027. |
| 4 | Derivative | Stock Units | 2024-03-05 | M | D | 12,767 | $0.00 | 27,918 | D | — · — to — | 12,767 Common Stock | (F1) Reflects the vesting of previously reported awards. Awards vest 2022-2027. |
| 5 | Derivative | Stock Units | 2024-03-05 | A | A | 15,702 | $0.00 | 15,702 | D | — · — to — | 15,702 Common Stock | (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. |
| 6 | Derivative | Employee Stock Option (Right to Buy) | 2024-03-05 | A | A | 600,000 | $0.00 | 600,000 | D | $74.49 · 2024-08-15 to 2026-08-15 | 600,000 Common Stock | (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. |