Insider Trading March 9, 2026

Affiliated Managers Group COO Executes $2.29M Share Sale as Board Shuffle and Strong Q4 Results Mark the Week

Thomas M. Wojcik moved shares to address vested awards and tax obligations amid stock volatility; company posts stronger-than-expected adjusted Q4 earnings led by alternatives

By Avery Klein AMG
Affiliated Managers Group COO Executes $2.29M Share Sale as Board Shuffle and Strong Q4 Results Mark the Week
AMG

Affiliated Managers Group Inc. (AMG) saw a series of insider transactions by President and COO Thomas M. Wojcik in early March 2026, including an 8,000-share sale on March 6 worth roughly $2.29 million and multiple vesting-related movements on March 5. The trades coincided with a 10% share-price decline over the prior week while the firm reported fourth-quarter adjusted earnings that topped analyst expectations, driven largely by alternative investment strategies, particularly liquid alternatives. Separately, AMG announced a board change effective April 1, 2026, adding G. Staley Cates and noting the retirement of Karen L. Alvingham.

Key Points

  • Wojcik sold 8,000 AMG shares on March 6, 2026, for approximately $2.29 million at a weighted average price of $286.30 (range $285.89 to $286.69).
  • On March 5, 2026, Wojcik disposed of 9,136 shares to cover tax obligations related to vesting; that trade was valued at $2,733,308 at $299.18 per share, and he also received 7,272 shares from vested stock units plus 10,619 shares tied to awards from March 2023 (recorded with a value of $0).
  • Affiliated Managers Group reported fourth-quarter adjusted earnings above analyst expectations, driven mainly by alternative investment strategies, especially liquid alternatives; governance changes include the appointment of G. Staley Cates and the retirement of Karen L. Alvingham effective April 1, 2026.

Thomas M. Wojcik, President and COO of Affiliated Managers Group, INC. (NYSE:AMG), conducted several reported stock transactions in early March 2026 that included both sales and vesting-related movements.

On March 6, 2026, Wojcik sold 8,000 shares of common stock for approximately $2.29 million. The shares traded at a weighted average price of $286.30, with execution prices spanning from $285.89 to $286.69.

The sale followed a flurry of activity on March 5, 2026. On that day Wojcik disposed of 9,136 shares to satisfy tax obligations arising from the vesting of awards; that transaction was valued at $2,733,308 based on a per-share price of $299.18. Also on March 5, Wojcik received 7,272 shares upon the vesting of stock units and 10,619 shares in settlement of awards that were granted in March 2023. The record for those vesting and settlement receipts lists the value of those particular shares as $0.

These insider moves occurred against a backdrop of short-term pressure on AMG's share price - the stock had declined 10% over the prior week - even as the company retains a market capitalization of $7.51 billion and trades at a price-to-earnings ratio of 12.22. According to InvestingPro analysis cited in the disclosures accompanying these reports, AMG appears undervalued at current levels and has delivered a 76% total return over the past year.

In corporate performance news, Affiliated Managers Group reported fourth-quarter adjusted earnings that exceeded analyst expectations. Management cited growth that was primarily driven by the firm's alternative investment strategies, with particularly strong contributions from liquid alternatives. These results were highlighted as material to investor assessments of AMG's financial execution and strategic emphasis.

On the governance front, the company announced a board appointment and a concurrent retirement. G. Staley Cates will join AMG's board of directors effective April 1, 2026; his background includes prior service as vice chairman and president at Southeastern Asset Management. Karen L. Alvingham will retire from the board on the same effective date.


What happened - Wojcik completed an 8,000-share sale on March 6 for roughly $2.29 million and conducted multiple vesting-related transactions on March 5, including a 9,136-share disposal to cover taxes and receipts of shares tied to vesting and prior awards.

Context - The insider activity took place while AMG stock was down about 10% over the previous week. The firm reports a market capitalization of $7.51 billion and a trailing P/E ratio of 12.22. Recent quarterly results beat expectations, led by alternatives, and the company is implementing a board change effective April 1, 2026.

Risks

  • Recent short-term share-price volatility - AMG declined 10% over the past week, which may affect near-term market sentiment; this primarily impacts equity holders and the financial services sector.
  • Concentration risk tied to performance in alternatives - the company's recent earnings beat was driven largely by alternative strategies, particularly liquid alternatives, which could introduce performance dependence in that segment affecting asset-management revenues.
  • Insider transactions related to vesting and tax obligations - multiple transfers and disposals by an executive (including a tax-covering disposal) introduce transactional complexity that market participants may seek to interpret; this is relevant to investors and corporate governance observers in the asset management sector.

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