Affiliated Managers Group Inc SEC Filings

Form 144 filed for Affiliated Managers Group (AMG) proposes the sale of 16,000 common shares through Morgan Stanley Smith Barney on the NYSE with an approximate sale date of 09/09/2025. The filing reports an aggregate market value of $3,696,454.40 and notes 28,412,063 shares outstanding. The shares were acquired on 09/09/2025 through an exercise of options under a registered plan and payment was made in cash. The filer indicates there were no securities sold by the person in the past 3 months and signs the required representation that they are not aware of undisclosed material adverse information about the issuer.

Jay C. Horgen, CEO and Director of Affiliated Managers Group (AMG), reported transactions on 09/02/2025. He acquired 75,000 common shares via exercise of options at $74.49 and purchased those shares for $0 upon exercise, increasing his direct holdings to 559,322 shares. He also sold 44,935 shares at $229.97, leaving 514,387 shares directly owned. An additional 34,058 shares are held indirectly by family trusts.

Kavita Padiyar, General Counsel and Corporate Secretary of Affiliated Managers Group, Inc. (AMG), reported insider transactions dated 09/02/2025. The filing shows an acquisition of 47,731 shares (code M) at a price tied to $73.81 and a disposition of 30,991 shares (code F) at $229.97. After these transactions the report lists beneficial ownership totals of 73,431 shares and 42,440 shares in two reported non-derivative lines; a related employee stock option involving 47,731 underlying shares is also disclosed.

Churchill Dwight D., a director of Affiliated Managers Group (AMG), received 1,398 shares through vesting of previously reported awards on 08/15/2025. The transaction is recorded as an acquisition at $0 per share because the shares reflect award vesting rather than an open-market purchase. After the vesting, the reporting person beneficially owns 29,030 shares of common stock directly and holds 2,775 stock units tied to derivative awards. The filing notes these awards vest over the period 2022–2025.

Affiliated Managers Group director Ryan David Christopher reported transactions on Form 4 showing the vesting and receipt of company equity. On 08/15/2025, 1,092 shares of common stock were acquired (transaction code M) at $0, and following the transaction he beneficially owned 3,627 shares. Separately, on 08/14/2025 he acquired 307 deferred stock units (notionally tied to AMG common stock) at $0, which become distributable in common stock upon separation from board service. The filing notes these shares reflect vesting of previously reported awards and prior deferred units.

Loren M. Starr, a director of Affiliated Managers Group, Inc. (AMG), reported changes in beneficial ownership. On 08/14/2025 and 08/15/2025 the filing shows acquisition events that increased her holdings. A previously granted award vested in 2025 and is reflected as 544 shares reported on 08/15/2025 (listed at $0) and 334 deferred stock units reported on 08/14/2025 arising from cash fees elected for deferral under the company plan. Following the reported transactions, the filing shows 1,285 shares directly owned and 2,680 deferred stock units in total, inclusive of previously reported units.

Karen L. Alvingham, a director of Affiliated Managers Group, Inc. (AMG), reported changes in her beneficial ownership on 08/14/2025–08/15/2025. The filing shows the vesting of previously awarded equity: 1,092 shares of common stock were issued upon vesting at $0 per share and 84 shares were automatically surrendered to the company to satisfy tax withholding at an indicated price of $218.70 per share. The report also shows 262 deferred stock units credited from elected cash fees, each unit equal to one share and distributable in common stock upon separation from board service. Following the reported transactions, the filing lists beneficial ownership figures of 11,865 shares of common stock and 4,313 shares represented by deferred stock units (inclusive of prior deferred units).

Annette Franqui, a director of Affiliated Managers Group, Inc. (AMG), reported a Form 4 showing a transaction on 08/15/2025 that reflects the vesting of a previously reported award. The filing shows 664 common shares (stock units) were acquired at a price of $0 as a result of vesting, and after the reported transactions she beneficially owned 1,025 shares in a direct capacity. The form is signed by an attorney-in-fact on behalf of the reporting person and cites the vesting in 2025 as the reason for the change in ownership.

Felix V. Matos Rodriguez, a director of Affiliated Managers Group (AMG), reported equity awards that vested on 08/15/2025. The filing shows 1,102 shares (stock units) were acquired through vesting at a $0 exercise/price and recorded as an acquisition. After the transaction, the report lists 4,502 shares beneficially owned in common stock and 2,039 stock units beneficially owned as derivative securities. The filing states these entries reflect the vesting of previously disclosed awards that vest between 2022 and 2027. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.