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Padiyar Kavita's Form 4 filing

Affiliated Managers Group, Inc. (AMG) · filed Mar 9, 2026

Accession no.
0001004434-26-000033
Filed
Mar 9, 2026
Trade date
Mar 5-9, 2026
Filing delay
4 days
Rule 10b5-1 plan
Not checked

This filing lists 4 non-derivative transactions and 2 derivative transactions. Open-market sales total $612.1K. It was filed 4 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Padiyar KavitaCIK 0002017736Officer (General Counsel & Corp. Sec.)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Mar 5, 2026Common StockMOption exerciseAcquired+2,288$0.00F1$044,728Direct
Mar 5, 2026Common StockAGrant or awardAcquired+2,426$0.00F2$047,154Direct
Mar 5, 2026Common StockFTax withholdingDisposed−2,282$299.18−$682,728.7644,872Direct
Mar 9, 2026Common StockSSaleDisposed−2,200$278.24F4−$612,12842,672Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Mar 5, 2026Common StockMOption exerciseDisposed−2,288$0.00$02,670Direct
Mar 5, 2026Common StockAGrant or awardAcquired+1,191$0.00$01,191Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

Reflects the vesting of previously reported awards. Awards vest 2023-2029.

Referenced by the price of 1 transaction in Table I.

F2

Award granted in March 2023, which settled following the achievement of performance conditions previously described in the Company's annual meeting proxy statements.

Referenced by the price of 1 transaction in Table I.

F4

The sale reflects the weighted average sales price of the shares sold; the individual transaction prices ranged from $278.00 to $278.51. Specific transaction details will be provided to the SEC upon request.

Referenced by the price of 1 transaction in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)