SEC Form 4 · accession 0001004434-26-000065
AFFILIATED MANAGERS GROUP, INC. · AMG
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Jay C. Horgen
Officer — President and CEO · Director
Period of report
Jun 8, 2026
Accepted (ET)
Jun 8, 2026 · 7:23 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001004434
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Jun 8, 2026 | M | 75,000 | $74.49 | A | 261,877 | D | |
| Common Stock | Jun 8, 2026 | F | 39,671 | $336.62 | D | 222,206 | D | |
| Common StockF2 | Jun 8, 2026 | S | 17,500 | $338.27 | D | 204,706 | D | |
| Common Stock | holding | — | — | — | 34,058 | I | By Family Trusts | |
| Common StockF1 | holding | — | — | — | 350,000 | I | By GRATs |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Employee Stock Option (Right to Buy) | $74.49 | Jun 8, 2026 | M | 75,000 | D | Aug 15, 2024 | Aug 15, 2026 | Common Stock | 75,000 | 0 | D |
Explanation of responses
- F1Reflects the transfer of 150,000 shares of common stock to a grantor retained annuity trust.
- F2The price reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $336.33 to $341.88. Specific transaction details will be provided to the SEC upon request.