Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to mid-size boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of June 2026, AMG's affiliate network—which includes firms like Abacus Capital and Pantheon dedicated to private markets (which accounted for 16% of AUM), AQR Capital and Capula Investment Management in liquid alternatives (31%), and Harding Loevner, Tweedy Browne, Parnassus, and Yacktman in equities, multi-asset, and bond strategies (53%)—had $942.4 billion in managed assets.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market purchase | 1 | 750 | $229K |
| Open-market sale | 1 | 17,500 | $5.92M |
| Grant or award | 7 | 1,991 | |
| Option exercise | 12 | 161,306 | |
| Tax withholding / forfeiture | 2 | 40,356 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
57 Form 4 filings on record, the earliest from Oct 4, 2024, newest first. Filing history page 1 of 2.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Annette Franqui - Director | Option exercise | Common Stock | 477 | $0.00 | - | |
| Annette Franqui - Director | Option exercise | Stock Units | 477 | $0.00 | - | |
| Rodriguez Felix V. Matos - Director | Option exercise | Common Stock | 654 | $0.00 | - | |
| Rodriguez Felix V. Matos - Director | Option exercise | Stock Units | 654 | $0.00 | - | |
| Loren M. Starr - Director | Option exercise | Common Stock | 716 | $0.00 | - | |
| Loren M. Starr - Director | Option exercise | Stock Units | 716 | $0.00 | - | |
| Option exercise | Common Stock | 848 | $0.00 | - | ||
| Option exercise | Stock Units | 848 | $0.00 | - | ||
| Loren M. Starr - Director | Grant or award | Stock Units | 411 | $0.00 | - | |
| Loren M. Starr - Director | Grant or award | Deferred Stock Units | 210 | $0.00 | - | |
| Annette Franqui - Director | Grant or award | Stock Units | 274 | $0.00 | - | |
| Grant or award | Stock Units | 274 | $0.00 | - | ||
| Rodriguez Felix V. Matos - Director | Grant or award | Stock Units | 274 | $0.00 | - | |
| Marcy Engel - Director | Grant or award | Stock Units | 274 | $0.00 | - | |
| G. Staley Cates - Director | Grant or award | Stock Units | 274 | $0.00 | - | |
| Option exercise | Common Stock | 2,958 | $82.07 | $243K | ||
| Tax withholding / forfeiture | Common Stock | 685 | $354.62 | $243K | ||
| Option exercise | Director Stock Option (Right to Buy) | 2,958 | $0.00 | - | ||
| Jay C. Horgen - Officer | Option exercise | Common Stock | 75,000 | $74.49 | $5.59M | |
| Jay C. Horgen - Officer | Tax withholding / forfeiture | Common Stock | 39,671 | $336.62 | $13.35M | |
| Jay C. Horgen - Officer | Option exercise | Employee Stock Option (Right to Buy) | 75,000 | $0.00 | - | |
| Jay C. Horgen - Officer | Open-market sale | Common Stock | 17,500 | $338.27 | $5.92M | |
| Annette Franqui - Director | Open-market purchase | Common Stock | 750 | $304.88 | $229K | |
| Rodriguez Felix V. Matos - Director | Open-market sale | Common Stock | 1,000 | $300.18 | $300K | |
| David Christopher Ryan - Director | Open-market sale | Common Stock | 3,402 | $305.06 | $1.04M | |
| G. Staley Cates - Director | Open-market purchase | Common Stock | 1,500 | $305.83 | $459K | |
| G. Staley Cates - Director | Grant or award | Stock Units | 172 | $0.00 | - | |
| Open-market sale | Common Stock | 8,000 | $286.30 | $2.29M | ||
| Option exercise | Stock Units | 7,272 | $0.00 | - | ||
| Option exercise | Common Stock | 7,272 | $0.00 | - | ||
| Grant or award | Common Stock | 10,619 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 9,136 | $299.18 | $2.73M | ||
| Grant or award | Stock Units | 1,191 | $0.00 | - | ||
| Option exercise | Common Stock | 2,288 | $0.00 | - | ||
| Grant or award | Common Stock | 2,426 | $0.00 | - | ||
| Tax withholding / forfeiture | Common Stock | 2,282 | $299.18 | $683K | ||
| Open-market sale | Common Stock | 2,200 | $278.24 | $612K | ||
| Option exercise | Stock Units | 2,288 | $0.00 | - | ||
| Jay C. Horgen - Officer | Grant or award | Common Stock | 27,260 | $0.00 | - | |
| Jay C. Horgen - Officer | Tax withholding / forfeiture | Common Stock | 18,333 | $299.18 | $5.48M | |
| Jay C. Horgen - Officer | Option exercise | Stock Units | 17,563 | $0.00 | - | |
| Jay C. Horgen - Officer | Grant or award | Stock Units | 8,544 | $0.00 | - | |
| Jay C. Horgen - Officer | Option exercise | Common Stock | 17,563 | $0.00 | - | |
| Dava Ritchea - Officer | Option exercise | Common Stock | 601 | $0.00 | - | |
| Dava Ritchea - Officer | Tax withholding / forfeiture | Common Stock | 292 | $299.18 | $87K | |
| Dava Ritchea - Officer | Option exercise | Stock Units | 601 | $0.00 | - | |
| Dava Ritchea - Officer | Grant or award | Stock Units | 1,667 | $0.00 | - | |
| Karen L. Alvingham - Director | Option exercise | Stock Units | 867 | $0.00 | - | |
| Karen L. Alvingham - Director | Grant or award | Deferred Stock Units | 98 | $0.00 | - | |
| Karen L. Alvingham - Director | Option exercise | Common Stock | 867 | $0.00 | - | |
| Karen L. Alvingham - Director | Tax withholding / forfeiture | Common Stock | 67 | $299.18 | $20K | |
| Karen L. Alvingham - Director | Grant or award | Stock Units | 171 | $0.00 | - | |
| David Christopher Ryan - Director | Grant or award | Stock Units | 335 | $0.00 | - | |
| David Christopher Ryan - Director | Option exercise | Common Stock | 867 | $0.00 | - | |
| David Christopher Ryan - Director | Option exercise | Stock Units | 867 | $0.00 | - | |
| Loren M. Starr - Director | Option exercise | Stock Units | 652 | $0.00 | - | |
| Loren M. Starr - Director | Grant or award | Stock Units | 503 | $0.00 | - | |
| Loren M. Starr - Director | Grant or award | Deferred Stock Units | 257 | $0.00 | - | |
| Loren M. Starr - Director | Option exercise | Common Stock | 652 | $0.00 | - | |
| Marcy Engel - Director | Grant or award | Stock Units | 335 | $0.00 | - | |
| Rodriguez Felix V. Matos - Director | Grant or award | Stock Units | 335 | $0.00 | - | |
| Rodriguez Felix V. Matos - Director | Option exercise | Common Stock | 867 | $0.00 | - | |
| Rodriguez Felix V. Matos - Director | Option exercise | Stock Units | 867 | $0.00 | - | |
| Grant or award | Stock Units | 335 | $0.00 | - | ||
| Option exercise | Common Stock | 867 | $0.00 | - | ||
| Option exercise | Stock Units | 867 | $0.00 | - | ||
| Annette Franqui - Director | Grant or award | Stock Units | 335 | $0.00 | - | |
| Annette Franqui - Director | Option exercise | Common Stock | 548 | $0.00 | - | |
| Annette Franqui - Director | Option exercise | Stock Units | 548 | $0.00 | - | |
| Jay C. Horgen - Officer | Gift | Common Stock | 4,000 | $0.00 | - | |
| Gift | Common Stock | 3,499 | $0.00 | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
AFFILIATED MANAGERS GROUP, INC. (AMG) had 13 insider filings in the last 90 days, with the most recent on 2026-08-18. The full record for AMG runs to 57 Form 4 filings, the earliest from 2024-10-04. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
1 insider purchase of AMG was filed in the last 90 days, totaling $229K.
1 insider sale of AMG was filed in the last 90 days, totaling $5.92M.
This page tracks AMG Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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