AMG insider sale notice lists 3,402-share disposition

AMG reported a Section 144 notice for insider sales.

Rhea-AI Filing Summary

AMG reported a Section 144 notice for insider sales. The filing lists an exercise of options under a registered plan resulting in 305 shares on 06/30/2026 and a prior reported sale of 3,402 shares on 05/06/2026 with a value of $1,037,804.93.

The notice names David Ryan and lists Morgan Stanley Smith Barney LLC as broker-dealer; the transactions are routine sale/reporting activity under Section 144.

Insights

Corporate Governance Analyst

Routine Section 144 notice showing option exercise and a recent sale by a reporting person.

The filing records an exercise of options under a registered plan producing 305 shares on 06/30/2026 and shows a reported disposition of 3,402 shares on 05/06/2026 valued at $1,037,804.93. Brokerage routing lists Morgan Stanley Smith Barney LLC.

These entries are procedural Section 144 disclosures required for certain restricted or control stock sales. Cash-flow treatment and any holding-period qualifiers are not detailed in the excerpt; subsequent filings would provide further transactional mechanics.

Key Figures

Form type: Form 144 notice Shares sold (prior 3 months): 3,402 shares Value of prior sale: $1,037,804.93 +2 more

5 metrics

Form type Form 144 notice Section 144 disclosure

Shares sold (prior 3 months) 3,402 shares Sale dated <date>05/06/2026</date>

Value of prior sale $1,037,804.93 Reported with 3,402-share disposition on <date>05/06/2026</date>

Shares from option exercise 305 shares Exercise of options under a registered plan on <date>06/30/2026</date>

Broker-dealer Morgan Stanley Smith Barney LLC Listed routing agent, 1 New York Plaza

Key Terms

Form 144, Exercise of Options Under a Registered Plan, Broker-dealer

3 terms

Form 144 regulatory

"Filer Information | 144: Filer Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Exercise of Options Under a Registered Plan financial

"Securities To Be Sold | Exercise of Options Under a Registered Plan"

Broker-dealer financial

"Morgan Stanley Smith Barney LLC Executive Financial Services"

A broker-dealer is a licensed firm or individual that both executes trades on behalf of clients (acting as a broker) and buys or sells securities for its own account (acting as a dealer). Investors care because broker-dealers provide the plumbing of markets — they place orders, hold or move cash and securities, offer research or advice, and their stability and fees directly affect trade execution, costs, and the safety of client funds; think of them as a combined travel agent and taxi for your investments.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does AMG's Form 144 disclose about recent transactions?

The Form 144 discloses an option exercise of 305 shares on 06/30/2026 and a prior reported sale of 3,402 shares on 05/06/2026 valued at $1,037,804.93. It names the broker-dealer used.

Who is the reporting person named in the AMG Form 144?

The filing names David Ryan with an address in Jupiter, Florida. The broker-dealer listed is Morgan Stanley Smith Barney LLC, located at 1 New York Plaza, New York.

What transaction type is described in AMG's Form 144?

The document lists an Exercise of Options Under a Registered Plan for 305 shares on 06/30/2026, and records a prior sale of 3,402 shares on 05/06/2026 with an associated cash value.

Does the Form 144 state how proceeds are handled for AMG transactions?

The excerpt does not specify proceeds recipients or use. It lists the transaction method as cash for the option exercise and provides the sale value $1,037,804.93 for the prior disposition.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/30/2026 - 04:07 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001725101
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	AFFILIATED MANAGERS GROUP, INC.
SEC File Number	001-13459
Address of Issuer	1001 U.S. HIGHWAY ONE NORTH SUITE 702 JUPITER FLORIDA 33477
Phone	(800) 345-1100
Name of Person for Whose Account the Securities are To Be Sold	DAVID RYAN
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Director

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	305	104930.68	26412085	06/30/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	06/30/2026	Exercise of Options Under a Registered Plan	Issuer			305	06/30/2026	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
DAVID RYAN 1001 U.S. Highway One North Jupiter FL 33477	Common	05/06/2026	3402	1037804.93

144: Remarks and Signature

Remarks
Date of Notice	06/30/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ David C Ryan
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)