Form 4: AMG CEO Jay Horgen Gifts 4,000 Shares to Charity

Affiliated Managers Group CEO Jay C. Horgen reported gifting 4,000 shares of common stock to a charitable donor advised fund.

Summary

• Jay C. Horgen, the Chief Executive Officer and a Director of Affiliated Managers Group, Inc. (AMG), reported a transaction on December 23, 2025.
• The transaction involved the disposition of 4,000 shares of AMG common stock.
• The shares were gifted to a charitable donor advised fund at a price of $0 per share.
• Following this transaction, Mr. Horgen directly beneficially owns 510,387 shares of common stock.
• Additionally, Mr. Horgen indirectly owns 34,058 shares of common stock through family trusts.

Sentiment

Score: 6

Explanation: The filing reports a charitable gift of common stock by the CEO, which is a neutral event for the company's operational performance but reflects positively on corporate social responsibility.

Positives

• The disposition of shares was a charitable gift, reflecting philanthropic activity by the CEO.

Negatives

• A reduction in direct beneficial ownership by the CEO, though for a charitable purpose.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

This filing reports an individual insider transaction and does not provide information related to broader industry trends or competitors.

Stakeholder Impact

• Shareholders: A minor reduction in the CEO's direct ownership, which is generally a neutral event given the charitable nature of the transaction and the relatively small number of shares compared to total outstanding shares.
• Charitable Organizations: The recipient charitable donor advised fund benefits from the gift of 4,000 shares.

Key Dates

Keywords

Affiliated Managers Group, AMG, Jay C. Horgen, Form 4, Insider Transaction, Stock Gift, Charitable Donation, Common Stock