Affiliated Managers Group (NYSE: AMG) director receives stock and deferred units
Rhea-AI Filing Summary
Affiliated Managers Group director Loren M. Starr reported two equity-related awards tied to the company’s common stock. On 2026-07-30, Starr received 411 stock units, each representing a right to receive one share of common stock, which vest in full on August 15, 2027. On the same date, Starr also acquired 210 deferred stock units, reflecting cash director fees elected to be deferred under the company’s deferred compensation plan; these units are notionally invested in a measurement fund tracking the common stock and become distributable in common stock upon Starr’s separation from service on the Board. Both positions are held as derivative securities with direct ownership.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
STARR LOREN M
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Stock Units F1 | 411 | $0.00 | $0.00 |
| Grant/Award | Deferred Stock Units F2 | 210 | $0.00 | $0.00 |
Holdings After Transaction:
Stock Units — 411 shares (Direct);
Deferred Stock Units — 210 shares (Direct)
Footnotes (2)
- 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.
- F2. Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan, which are notionally invested in a measurement fund tracking the Company's common stock during the deferral period. Each deferred stock unit is equal to one share of the Company's common stock, and becomes distributable in common stock upon the reporting person's separation from service as a member of the Board of Directors of the Company.
Key Figures
Stock units granted: 411 stock units
Stock units vesting date: August 15, 2027
Deferred stock units from fees: 210 deferred stock units
+2 more
5 metrics
Stock units granted
411 stock units
Grant to Loren M. Starr on 2026-07-30; each unit equals one share upon vesting
Stock units vesting date
August 15, 2027
Vesting date for the 411 stock units granted to Loren M. Starr
Deferred stock units from fees
210 deferred stock units
Director cash fees deferred into units tracking AMG common stock
Stock units held after grant
411.0000 units
Total stock units directly owned by Loren M. Starr after the transaction
Deferred units held after grant
210.0000 units
Total deferred stock units directly owned by Loren M. Starr after the transaction
Key Terms
Stock Units, Deferred Stock Units, deferred compensation plan, measurement fund, +1 more
5 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.
Deferred Stock Units financial
"Reflects cash fees that the director has elected to defer under the Company's deferred compensation plan"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
deferred compensation plan financial
"the director has elected to defer under the Company's deferred compensation plan, which are notionally invested"
A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.
measurement fund financial
"notionally invested in a measurement fund tracking the Company's common stock during the deferral period"
separation from service financial
"becomes distributable in common stock upon the reporting person's separation from service as a member"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What equity awards did AMG director Loren M. Starr report on this Form 4?
Loren M. Starr reported acquiring 411 stock units and 210 deferred stock units tied to Affiliated Managers Group common stock. The stock units vest in 2027, while the deferred stock units represent deferred cash director fees payable in stock at Board service separation.
When do Loren M. Starr’s 411 AMG stock units vest?
The 411 stock units granted to Loren M. Starr vest in full on August 15, 2027. Each stock unit represents a right to receive one share of Affiliated Managers Group common stock upon vesting, increasing Starr’s potential future equity holdings if the vesting condition is met.
What are the 210 deferred stock units reported by AMG director Loren M. Starr?
The 210 deferred stock units reflect director cash fees that Starr elected to defer under AMG’s deferred compensation plan. These units are notionally invested in a measurement fund tracking AMG common stock and will be distributed in common stock when Starr leaves the Board.
How are Loren M. Starr’s AMG stock units and deferred stock units linked to common stock?
Each of the 411 stock units and 210 deferred stock units equals one share of Affiliated Managers Group common stock. The stock units convert upon vesting in 2027, while the deferred stock units convert and distribute when Starr separates from Board service.
Were there any open-market purchases or sales of AMG stock by Loren M. Starr?
No open-market purchases or sales were reported; both transactions are grant/award acquisitions of stock-based units. The filing shows awards of stock units and deferred stock units, rather than buys or sells of existing Affiliated Managers Group common shares.