Karen L. Alvingham - Jul 29, 2024 Form 4 Insider Report for AFFILIATED MANAGERS GROUP, INC. (AMG)

Role
Director
Signature
/s/ Kavita Padiyar, Attorney-in-Fact
Stock symbol
AMG
Transactions as of
Jul 29, 2024
Transactions value $
-$70,490
Form type
4
Date filed
7/31/2024, 06:52 PM
Previous filing
Mar 7, 2024
Next filing
Aug 16, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMG Common Stock Options Exercise $216K +1.35K +31.75% $160.01 5.62K Jul 31, 2024 Direct
transaction AMG Common Stock Options Exercise $197K +1.79K +31.83% $110.02 7.4K Jul 31, 2024 Direct
transaction AMG Common Stock Options Exercise $231K +2.66K +35.95% $86.78 10.1K Jul 31, 2024 Direct
transaction AMG Common Stock Options Exercise $243K +2.96K +29.39% $82.07 13K Jul 31, 2024 Direct
transaction AMG Common Stock Options Exercise $117K +1.68K +12.89% $69.63 14.7K Jul 31, 2024 Direct
transaction AMG Common Stock Tax liability -$1.07M -5.79K -39.37% $185.62 8.91K Jul 31, 2024 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction AMG Restricted Stock Units Award $0 +544 $0.00 544 Jul 29, 2024 Common Stock 544 Direct F1
transaction AMG Deferred Stock Units Award $0 +372 $0.00 372 Jul 29, 2024 Common Stock 372 Direct F2
transaction AMG Director Stock Option (Right to Buy) Options Exercise $0 -1.35K -100% $0.00* 0 Jul 31, 2024 Common Stock 1.35K $160.01 Direct
transaction AMG Director Stock Option (Right to Buy) Options Exercise $0 -1.79K -100% $0.00* 0 Jul 31, 2024 Common Stock 1.79K $110.02 Direct
transaction AMG Director Stock Option (Right to Buy) Options Exercise $0 -2.66K -100% $0.00* 0 Jul 31, 2024 Common Stock 2.66K $86.78 Direct
transaction AMG Director Stock Option (Right to Buy) Options Exercise $0 -2.96K -100% $0.00* 0 Jul 31, 2024 Common Stock 2.96K $82.07 Direct
transaction AMG Director Stock Option (Right to Buy) Options Exercise $0 -1.68K -74.99% $0.00 560 Jul 31, 2024 Common Stock 1.68K $69.63 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents a right to receive one share of the Company's common stock upon vesting. The restricted stock units vest in full on August 15, 2025.
F2 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.