ALVINGHAM KAREN L. exercised options at AFFILIATED MANAGERS GROUP, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 3/9/2026ACC: 0001004434-26-000027
Director
Since Jul 2018
+202.00
Net shares
Net buyer
$20.0K
Total sold
0
Open market trades
0B · 0S
5
Total transactions
1.14K acquired · 934.00 disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+867.00
Price / share
—
Trade value
—
% of position
7.1%
3/5/2026
12.24K→13.11K
Common Stock
Direct
Shares
−67.00
Price / share
$299.18
Trade value
$20.05K
% of position
0.5%
3/5/2026
13.11K→13.04K
Total
Net shares
+800.00
Net value
-$20.05K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/5/2026 | M · Option Exercise | +867.00 | — | — | 7.1% | 12.24K | 13.11K |
| Common Stock Direct | 3/5/2026 | F · Tax Withholding | −67.00 | $299.18 | $20.05K | 0.5% | 13.11K | 13.04K |
| Total | +800.00 | -$20.05K | ||||||
Derivative Transactions3
Stock Units
Direct
Converts to
Common Stock
867.00 shares
Shares
−867.00
Strike price
Held after
3.71K
Exercisable
—
3/5/2026
Stock Units
Direct
Converts to
Common Stock
171.00 shares
Shares
+171.00
Strike price
Held after
171.00
Exercisable
—
3/5/2026
Deferred Stock Units
Direct
Converts to
Common Stock
98.00 shares
Shares
+98.00
Strike price
Held after
98.00
Exercisable
—
3/5/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Units Direct | Common Stock867.00 shares | 3/5/2026 | M · Option Exercise | −867.00 | — | 3.71K | |
| Stock Units Direct | Common Stock171.00 shares | 3/5/2026 | A · Award | +171.00 | — | 171.00 | |
| Deferred Stock Units Direct | Common Stock98.00 shares | 3/5/2026 | A · Award | +98.00 | — | 98.00 |