Affiliated Managers Group (AMG) CEO reports 4,000-share stock gift

Rhea-AI Filing Summary

Affiliated Managers Group, Inc. reported an insider stock gift by its Chief Executive Officer and director. On 12/23/2025, the reporting person transferred 4,000 shares of AMG common stock as a gift, coded as transaction type "G," which the explanation notes was a gift to a charitable donor advised fund. The form also indicates that the reporting person serves as both Chief Executive Officer and a director of the company.

After this transaction, the reporting person beneficially owned 510,387 shares of AMG common stock directly and 34,058 shares indirectly through family trusts. The filing is made as a Form 4 for one reporting person and reflects a personal gifting transaction rather than an open-market purchase or sale.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Horgen Jay C.

(Last) (First) (Middle)

C/O AFFILIATED MANAGERS GROUP, INC.

777 SOUTH FLAGLER DRIVE

(Street)

WEST PALM BEACH FL 33401

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
AFFILIATED MANAGERS GROUP, INC. [ AMG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Executive Officer

3. Date of Earliest Transaction (Month/Day/Year)
12/23/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	12/23/2025		G(1)		4,000	D	$0	510,387	D
Common Stock								34,058	I	By Family Trusts

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Gift of common stock to a charitable donor advised fund.

	/s/ Kavita Padiyar, Attorney-in-Fact	12/23/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did AMG report in this Form 4 filing?

The filing reports that the Chief Executive Officer and director of Affiliated Managers Group, Inc. (AMG) made a gift of 4,000 shares of AMG common stock on 12/23/2025, coded as transaction type "G".

Who is the reporting person in AMG's Form 4 and what is their role?

The reporting person is identified as a director and Chief Executive Officer of Affiliated Managers Group, Inc., indicating they are both an executive officer and a board member.

How many AMG shares does the insider own after the reported gift?

Following the reported transaction, the insider beneficially owned 510,387 shares of AMG common stock directly and 34,058 shares indirectly through family trusts.

What was the purpose of the 4,000-share AMG stock transfer?

The explanation states that the 4,000 shares of AMG common stock were a gift to a charitable donor advised fund, rather than a sale for cash.

Was the AMG Form 4 filed for more than one reporting person?

No. The Form 4 indicates that it is filed by one reporting person, not a group or multiple insiders.

What does transaction code "G" signify in this AMG Form 4?

In this filing, transaction code "G" is used together with the explanation that it represents a gift of common stock to a charitable donor advised fund.