Affiliated Managers Group grants 274 stock units

Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.

Accepted by SEC EDGAR 08/03/2026 - 05:00 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.

Affiliated Managers Group, Inc. reported that director Cates G. Staley received a compensatory grant of 274 Stock Units on July 30, 2026. Each stock unit represents the right to receive one share of common stock upon vesting, and the units vest in full on August 15, 2027. Following this award, Staley holds 274 stock units directly.

Insider Trade Summary

Grant/Award: 274 shares

Grant/Award 1 txn

Insider Cates G. Staley

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Stock Units F1	274	$0.00	$0.00

Holdings After Transaction: Stock Units — 274 contracts (Direct)

Footnotes (1)

1. F1. Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on August 15, 2027.

Key Figures

Stock Units Granted: 274.0000 units Price per Stock Unit: 0.0000 Underlying Common Shares: 274.0000 shares +2 more

5 metrics

Stock Units Granted 274.0000 units Grant of stock units to director on July 30, 2026

Price per Stock Unit 0.0000 Reported transaction price per stock unit for the grant

Underlying Common Shares 274.0000 shares Each stock unit represents one share of common stock upon vesting

Post-Transaction Holdings 274.0000 units Total stock units held directly by Cates G. Staley after the grant

Vesting Date August 15, 2027 Date on which the 274 stock units vest in full

Key Terms

Stock Units, common stock, vest in full, Grant, award, or other acquisition

4 terms

Stock Units financial

"Each stock unit represents a right to receive one share of the Company's common"

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.

common stock financial

"right to receive one share of the Company's common stock upon vesting."

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

vest in full financial

"The stock units vest in full on August 15, 2027."

Grant, award, or other acquisition financial

"transaction_code_description": "Grant, award, or other acquisition""

FAQ

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

What insider transaction did AMG director Cates G. Staley report on this Form 4?

Cates G. Staley reported receiving a grant of 274 Stock Units from Affiliated Managers Group, Inc. The award is a form of equity compensation, with each unit convertible into one share of common stock upon vesting on August 15, 2027.

How many shares are covered by the stock units granted to AMG (AMG) director Cates G. Staley?

The award covers 274 Stock Units, each representing the right to receive one share of Affiliated Managers Group common stock. If fully vested and settled, the grant would result in delivery of 274 shares of common stock to the director.

When do the stock units granted to AMG (AMG) director Cates G. Staley vest?

The 274 Stock Units granted to Cates G. Staley vest in full on August 15, 2027. Vesting means the director then becomes entitled to receive one share of Affiliated Managers Group common stock for each vested stock unit.

Did AMG (AMG) director Cates G. Staley buy or sell any common stock in this Form 4?

No common stock was bought or sold on the open market. The reported transaction is a compensatory grant of 274 Stock Units with a price per unit of $0.0000, rather than a market purchase or sale.

What is Cates G. Staley’s reported holdings after this AMG (AMG) stock unit grant?

After the reported transaction, Cates G. Staley directly holds 274 Stock Units. These units are a derivative form of equity that will convert into 274 shares of common stock upon vesting on August 15, 2027, subject to award terms.

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

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SEC Form 4

FORM 4

UNITED 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^*

Cates G. Staley

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/30/2026

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

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

4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
			Code	V	Amount	(A) or (D)	Price

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Units	(1)	07/30/2026		A		274		(1)	(1)	Common Stock	274	$0	274	D

Explanation of Responses:

1. Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in full on August 15, 2027.

	/s/ Kavita Padiyar, Attorney-in-Fact	08/03/2026
	** 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 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)