STOCK TITAN

Affiliated Managers Group corrects director's share count

The amendment corrects the reported vested-share count and resulting beneficial ownership from the original Form 4.

(Neutral)
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

Affiliated Managers Group, Inc. director Felix V. Matos Rodriguez reported vesting 848 stock units on August 15, 2026, corresponding to acquisition of 848 common shares. Afterward, he directly held 5,217 common shares and 933 stock units. The amendment corrects a clerical error in the vested-share count and resulting beneficial ownership reported in the original Form 4.

Positive

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Negative

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Insider Matos Rodriguez Felix V.
Role Director
Type Security Shares Price Value
Exercise Stock Units F1 848 $0.00 $0.00
Exercise Common Stock F1 848 $0.00 $0.00
Holdings After Transaction: Stock Units — 933 contracts (Direct); Common Stock — 5,217 shares (Direct)
Footnotes (1)
  1. F1. Reflects the vesting of previously reported awards. Awards vest 2023-2027.
Stock units vested 848 stock units August 15, 2026
Common shares acquired 848 shares August 15, 2026
Common shares held after transaction 5,217 shares Direct holdings following the August 15, 2026 transaction
Stock units held after transaction 933 stock units Direct holdings following the August 15, 2026 transaction
Stock Units financial
"vesting of previously reported awards"
Stock units are individual pieces of ownership in a company, like slices of a pie that together make up the whole business. They matter to investors because each unit represents a claim on the company’s assets, profits and sometimes voting power, and changes in the number or value of these units affect ownership percentages, potential dividends and share dilution — all of which influence an investment’s worth.
vesting financial
"Reflects the vesting of previously reported awards"
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.
beneficial ownership regulatory
"resulting beneficial ownership reported"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

FAQ

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

How many stock units vested for AMG's director?

Director Felix V. Matos Rodriguez reported vesting 848 stock units on August 15, 2026, corresponding to acquisition of 848 common shares. After the transaction, he directly held 5,217 common shares and 933 stock units.

Did the AMG director report a Rule 10b5-1 plan for the transaction?

No Rule 10b5-1 plan is reported for the August 15, 2026 transaction. The footnote says it reflects vesting of previously reported awards.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Matos Rodriguez Felix V.

(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. Issuer Name and Ticker or Trading Symbol
AFFILIATED MANAGERS GROUP, INC. [ AMG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)
08/18/2026
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock08/15/2026M848A$0(1)5,217D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Units(1)08/15/2026M848 (1) (1)Common Stock848$0933D
Explanation of Responses:
1. Reflects the vesting of previously reported awards. Awards vest 2023-2027.
Remarks:
This Amendment is being filed solely to correct a clerical error related to the number of shares vested, and the resulting beneficial ownership reported, in the reporting person's original Form 4.
/s/ Kavita Padiyar, Attorney-in-Fact09/25/2026
** Signature of Reporting PersonDate
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 4 (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 4: SEC 1474 (03-26)

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