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AFFILIATED MANAGERS GROUP, INC.·4

Mar 9, 6:26 PM ET

Wojcik Thomas M 4

Research Summary

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AMG (Affiliated Managers) President & COO Thomas Wojcik Sells Shares

What Happened
Thomas M. Wojcik, President and COO of Affiliated Managers Group (AMG), exercised/converted derivatives and received an award that vested, then surrendered shares for tax withholding and sold additional shares in the open market. Transactions reported: 7,272 shares from an exercise/conversion and 10,619 shares from an award vested on March 5, 2026; 9,136 shares were automatically surrendered to cover tax withholding at $299.18/share (proceeds/withholding value recorded as $2,733,308), and 8,000 shares were sold in the open market on March 6, 2026 at a weighted average of $286.30/share for proceeds of $2,290,400. Total proceeds reported from the surrender and sale equal about $5,023,708. A derivative disposition of 7,272 shares at $0 was also reported (related to the conversion/exercise).

Key Details

  • Dates: March 5–6, 2026. Open-market sale reported March 6, 2026. Filing date: March 9, 2026 (timely).
  • Prices & amounts:
    • Award vested: 10,619 shares (granted March 2023; settled on vesting).
    • Exercise/conversion: 7,272 shares.
    • Tax-withholding surrender: 9,136 shares @ $299.18 = $2,733,308.
    • Open-market sale: 8,000 shares, weighted avg $286.30 = $2,290,400 (individual sale prices ranged $285.89–$286.69).
  • Shares owned after transaction: Not specified in the Form 4 filing.
  • Footnotes of note:
    • F1: Vesting reflected; all remaining unvested awards were cancelled on March 6, 2026 in connection with his termination of employment.
    • F2: Award granted March 2023 and settled after meeting performance conditions.
    • F3: 9,136-share surrender was automatic to satisfy tax withholding.
    • F4: Sale price shown is a weighted average; individual sale prices available to the SEC on request.

Context
This was largely a cashless-type sequence: options/awards vested or converted, shares were surrendered to satisfy tax withholding, and some shares were sold in the open market. The filing also notes Wojcik’s employment terminated on March 6, 2026 and remaining unvested awards were cancelled. These kinds of filings document taxable events and routine post-vesting sales; they are factual disclosures and do not by themselves indicate the insider’s future view of the company.