AMG AFFILIATED MANAGERS GROUP, INC.

NEUTRAL Impact: 4/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 8, 2026 Processed 1d 6h ago
Insider cluster: 2 insiders, $6.1M total

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Executive Summary

AMG CEO Jay Horgen executed a large derivative exercise and open-market sale of 17,500 shares worth $5.92M on June 8, 2026, alongside a tax-withholding surrender of 39,671 shares. Director Annette Franqui made a small open-market purchase of 750 shares ($229K) on June 1. The CEO's sale is the dominant signal by dollar value, but the derivative exercise and tax withholding suggest the sale is likely liquidity-driven rather than a bearish conviction trade.

Key Financial Metrics

Direction
mixed
Total Value
$6.1M
Insiders
2

Actionable Insight

The CEO's sale is small relative to market cap and paired with derivative exercise and tax withholding, indicating routine liquidity management rather than a bearish signal. The director's buy is negligible. No material insider conviction signal here — monitor next earnings for any fundamental changes.

Key Facts

  • CEO Jay Horgen sold 17,500 shares open-market for $5.92M at $338.27 on June 8, 2026
  • CEO also exercised 75,000 derivative shares at $0 (non-cash) and 75,000 at $74.49 ($5.59M exercise cost)
  • CEO surrendered 39,671 shares for tax withholding ($13.35M), a non-cash disposition
  • Director Annette Franqui bought 750 shares open-market for $229K at $304.88 on June 1, 2026
  • Total open-market sales ($5.92M) represent ~0.07% of AMG's $8.9B market cap — trivial
  • Historical calibration shows prior AMG reports had strong T+20 performance (100% win rate, +3.68% avg return)

Financial Impact

CEO open-market sale of $5.92M is 0.07% of market cap; director purchase of $229K is 0.003% of market cap

insider ownershipdilution

Risk Factors

  • CEO sale could be misinterpreted as bearish by the market despite being liquidity-driven
  • Derivative exercise adds 75,000 shares to the float (though partially offset by tax withholding surrender)

Market Snapshot

Exchange
NYSE
Sector
Investment Advice
Analyst Consensus
90% bullish (10 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-AMG-1780961083943
3 reports for AMG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AMG — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 4/10
$336.62 awaiting T+20awaiting T+20$336.62 (−0.00%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$306.01 $311.61▲ +1.83%▼ −0.95%$336.62 (+10.00%)
May 1, 2026
5w ago
Press Release
BULLISH ★ 6/10
$291.06 $302.45▲ +3.91%▼ −1.37%$336.62 (+15.65%)
Showing 3 of 3

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