Affiliated Managers director granted 335 stock units

Affiliated Managers Group, Inc. director Marcy Engel reported receiving a grant of stock-based compensation.

Accepted by SEC EDGAR 03/09/2026 - 05:30 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Affiliated Managers Group, Inc. director Marcy Engel reported receiving a grant of stock-based compensation. She acquired 335 stock units on March 5, 2026. Each stock unit represents a right to receive one share of the company’s common stock, and the units vest in full on March 5, 2027.

Insider Trade Summary

Grant/Award: 335 shares

Grant/Award 1 txn

Insider Engel Marcy

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Stock Units	335	$0.00	$0.00

Holdings After Transaction: Stock Units — 335 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 March 5, 2027.

FAQ

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What insider transaction did AMG director Marcy Engel report on Form 4?

Marcy Engel reported the acquisition of 335 stock units in Affiliated Managers Group, Inc. The units were granted as stock-based compensation and represent rights to receive common shares once they vest in the future.

How many AMG stock units did Marcy Engel receive in this Form 4 filing?

The filing shows that Marcy Engel received 335 stock units. These units increase her stock-based holdings in Affiliated Managers Group and are recorded as a direct ownership position following the reported grant transaction.

What does each AMG stock unit reported by Marcy Engel represent?

Each reported stock unit represents a right to receive one share of Affiliated Managers Group common stock. The shares will be delivered only after the units vest, according to the vesting schedule described in the footnote.

When do Marcy Engel’s newly granted AMG stock units vest?

The 335 stock units granted to Marcy Engel vest in full on March 5, 2027. Once vested, each unit entitles her to receive one share of Affiliated Managers Group common stock, subject to the company’s plan terms.

Was there a purchase price for the AMG stock units granted to Marcy Engel?

The transaction price per unit is reported as 0.0000, indicating a compensatory grant rather than an open-market purchase. This reflects stock-based compensation awarded to Marcy Engel in her role as a director.

What is Marcy Engel’s AMG stock unit balance after this Form 4 transaction?

After this grant, the Form 4 reports that Marcy Engel holds 335 stock units in total. These are recorded as directly owned derivative securities tied to Affiliated Managers Group common stock.

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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^*

Engel Marcy

(Last) (First) (Middle)

C/O AFFILIATED MANAGERS GROUP, INC.

777 SOUTH FLAGLER DRIVE

(Street)

WEST PALM BEACH FL 33401

(City) (State) (Zip)

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)

3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026

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

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 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)	03/05/2026		A		335		(1)	(1)	Common Stock	335	$0	335	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 March 5, 2027.

	/s/ Kavita Padiyar, Attorney-in-Fact	03/09/2026
	** 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.
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