AMG updates Form 3 to add 2,751 RSUs

AFFILIATED MANAGERS GROUP, INC. filed an amended Form 3 for officer Cheerag B. Patel to correct his initial insider holdings.

Rhea-AI Filing Summary

AFFILIATED MANAGERS GROUP, INC. filed an amended Form 3 for officer Cheerag B. Patel to correct his initial insider holdings. The amendment adds 2,751 restricted stock units tied to common stock that were inadvertently omitted from the original Form 3.

These restricted stock units are scheduled to vest over time: 1,261 units in March 2027, 795 units in March 2028, 498 units in March 2029, and 197 units in March 2030. The filing updates Patel’s direct derivative holdings; it does not report any new buy or sell transaction.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Patel Cheerag B.

Role Head of Affiliate Engagement

Type	Security	Shares	Price	Value
holding	Stock Units	--	--	--

Holdings After Transaction: Stock Units — 2,751 contracts (Direct)

Footnotes (1)

1. F1. Reflects restricted stock units subject to vesting from 2027 to 2030; 1,261 in March 2027, 795 in March 2028, 498 in March 2029, and 197 in March 2030. These restricted stock units were inadvertently omitted from the reporting person's original Form 3.

Key Figures

Restricted stock units: 2,751 units Vesting March 2027: 1,261 units Vesting March 2028: 795 units +4 more

7 metrics

Restricted stock units 2,751 units Total RSUs underlying common stock reported for Patel

Vesting March 2027 1,261 units RSUs vesting in March 2027

Vesting March 2028 795 units RSUs vesting in March 2028

Vesting March 2029 498 units RSUs vesting in March 2029

Vesting March 2030 197 units RSUs vesting in March 2030

Exercise price $0.0000 Exercise price for reported stock units

Units following transaction 2,751.0000 units Total stock units following reported holding entry

Key Terms

restricted stock units, vesting, Form 3, underlying security

4 terms

restricted stock units financial

"Reflects restricted stock units subject to vesting from 2027 to 2030"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

vesting financial

"restricted stock units subject to vesting from 2027 to 2030"

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

Form 3 regulatory

"These restricted stock units were inadvertently omitted from the reporting person's original Form 3."

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

underlying security financial

"underlying_security_title": "Common Stock""

FAQ

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

What does AFFILIATED MANAGERS GROUP (AMG) disclose in this amended Form 3?

AFFILIATED MANAGERS GROUP reports that officer Cheerag B. Patel holds 2,751 restricted stock units tied to common stock. These units were inadvertently omitted from his original Form 3 and are now correctly reflected as part of his direct derivative holdings.

How many restricted stock units does Cheerag B. Patel hold in AMG?

Cheerag B. Patel holds 2,751 restricted stock units in AFFILIATED MANAGERS GROUP. These units represent a right to receive shares of common stock in the future, subject to a multi-year vesting schedule disclosed in the amended Form 3 filing.

What is the vesting schedule for AMG restricted stock units reported for Patel?

The restricted stock units vest in four installments: 1,261 units in March 2027, 795 units in March 2028, 498 units in March 2029, and 197 units in March 2030. Each vesting date reflects when a portion of the award becomes deliverable as common stock.

Does this AMG Form 3/A show any insider share purchases or sales?

The Form 3/A does not show any insider share purchases or sales. It simply corrects Patel’s initial ownership report by adding previously omitted restricted stock units, clarifying his derivative holdings without recording a new market transaction or cash-based trade.

What type of security is reported for Cheerag B. Patel in AMG’s Form 3/A?

The filing reports stock units classified as restricted stock units, each linked to AFFILIATED MANAGERS GROUP common stock. These derivative securities have an exercise price of $0.0000, meaning no cash payment is required when the units vest into common shares.

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

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Accepted by SEC EDGAR 06/26/2026 - 05:03 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Patel Cheerag B.

(Last) (First) (Middle)

C/O AFFILIATED MANAGERS GROUP, INC.

1001 U.S. HIGHWAY ONE NORTH

(Street)

JUPITER FLORIDA 33477

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
04/15/2026

3. Issuer Name and Ticker or Trading Symbol
AFFILIATED MANAGERS GROUP, INC. [ AMG ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)
04/24/2026

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Head of Affiliate Engagement

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Units	(1)	(1)	Common Stock	2,751	$0	D

Explanation of Responses:

1. Reflects restricted stock units subject to vesting from 2027 to 2030; 1,261 in March 2027, 795 in March 2028, 498 in March 2029, and 197 in March 2030. These restricted stock units were inadvertently omitted from the reporting person's original Form 3.

	/s/ Kavita Padiyar, Attorney-in-Fact	06/26/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)