Affiliated Managers director granted 274 stock units

Engel Marcy reported acquisition or exercise transactions in this Form 4 filing.

Accepted by SEC EDGAR 08/03/2026 - 05:02 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Engel Marcy reported acquisition or exercise transactions in this Form 4 filing.

Affiliated Managers Group director Marcy Engel received a grant of 274 Stock Units on July 30, 2026. Each unit represents one share of common stock and will vest in full on August 15, 2027, leaving her with 274 Stock Units held directly.

Insider Trade Summary

Grant/Award: 274 shares

Grant/Award 1 txn

Insider Engel Marcy

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 Stock Units Underlying common shares: 274 shares Vesting date: August 15, 2027 +2 more

5 metrics

Stock units granted 274 Stock Units Grant to director Marcy Engel on July 30, 2026

Underlying common shares 274 shares Each Stock Unit represents one share of common stock

Vesting date August 15, 2027 Stock Units vest in full on this date

Grant price per unit $0.0000 Reported transaction price per Stock Unit

Units held after grant 274 Stock Units Total Stock Units directly owned following the transaction

Key Terms

Stock Units, vest in full, underlying security

3 terms

Stock Units financial

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

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.

vest in full financial

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

underlying security financial

"underlying security title: Common Stock"

FAQ

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

What insider transaction did Marcy Engel report for AMG?

Director Marcy Engel received a grant of 274 Stock Units in Affiliated Managers Group. Each unit represents the right to receive one share of common stock, with the entire award scheduled to vest on August 15, 2027.

How many AMG shares could Marcy Engel ultimately receive from this grant?

The grant covers 274 Stock Units, each exchangeable for one share of Affiliated Managers Group common stock. If the award vests in full, Engel would receive 274 shares of common stock corresponding to the 274 units granted.

When do the AMG stock units granted to Marcy Engel vest?

The Stock Units granted to Marcy Engel are set to vest in full on August 15, 2027. At that time, each vested unit will entitle her to receive one share of Affiliated Managers Group common stock, assuming continued eligibility through the vesting date.

Was Marcy Engel’s AMG stock unit grant tied to a Rule 10b5-1 trading plan?

The regulatory report shows the Rule 10b5-1 checkbox as not selected for this transaction. That indicates the Stock Unit grant was not reported as being made pursuant to a Rule 10b5-1 pre-arranged trading plan.

How many AMG stock units does Marcy Engel hold after this transaction?

After the grant, Marcy Engel directly holds 274 Stock Units. This amount matches the number of units acquired in the reported transaction, and each unit corresponds to one potential share of Affiliated Managers Group common stock upon vesting.

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^*

Engel Marcy

(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)