STOCK TITAN

Affiliated Managers Group (AMG) director gains 477 shares in equity vesting

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

AFFILIATED MANAGERS GROUP, INC. (AMG) director Annette Franqui reported the vesting and conversion of equity awards on August 15, 2026. 477 Stock Units were exercised/converted into 477 shares of Common Stock, reflecting the vesting of a previously reported award. Following the transactions, she holds 2,439 shares of Common Stock and 609 Stock Units, all directly.

Positive

  • None.

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Insider FRANQUI ANNETTE
Role Director
Type Security Shares Price Value
Exercise Stock Units F1 477 $0.00 $0.00
Exercise Common Stock F1 477 $0.00 $0.00
Holdings After Transaction: Stock Units — 609 shares (Direct); Common Stock — 2,439 shares (Direct)
Footnotes (1)
  1. F1. Reflects the vesting of a previously reported award. Award vested in 2026.
Stock Units converted 477 shares Stock Units exercised/converted into Common Stock on August 15, 2026
Common Stock holdings after transaction 2439 shares Direct Common Stock ownership following August 15, 2026 transactions
Stock Units holdings after transaction 609 units Direct Stock Unit holdings following August 15, 2026 vesting
Transaction date 2026-08-15 Date of vesting-related exercise/conversion
Stock Units financial
"security_title: Stock Units"
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.
derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
vesting financial
"Reflects the vesting of a previously reported award"
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.

FAQ

What insider transaction did AMG director Annette Franqui report on August 15, 2026?

Annette Franqui reported a vesting-related conversion of equity awards on August 15, 2026. 477 Stock Units converted into 477 shares of Common Stock, reflecting vesting of a previously reported award, with no stated sale into the market.

How many AMG common shares does Annette Franqui hold after this Form 4 filing?

After the reported transactions, Annette Franqui holds 2,439 shares of AMG Common Stock directly. This reflects the addition of 477 vested shares from the conversion of Stock Units on August 15, 2026, as disclosed in the filing.

What happened to the 477 AMG Stock Units reported by Annette Franqui?

The 477 Stock Units previously reported by Annette Franqui vested and were converted into 477 shares of AMG Common Stock. A footnote explains this reflects the vesting of an earlier award, which vested in 2026.

Did Annette Franqui buy or sell AMG shares in the open market in this Form 4?

The Form 4 shows no open-market purchases or sales. It reports an exercise/conversion of 477 Stock Units into 477 Common Shares related to vesting, rather than a market trade, with resulting direct holdings updated.

How many AMG Stock Units does Annette Franqui hold after the reported vesting?

Following the vesting transaction, Annette Franqui holds 609 Stock Units directly. These remain separate from her 2,439 shares of Common Stock, which include the 477 shares received through the vesting-related conversion on August 15, 2026.

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*
FRANQUI ANNETTE

(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)

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 Stock08/15/2026M477A$0(1)2,439D
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)08/15/2026M477 (1) (1)Common Stock477$0609D
Explanation of Responses:
1. Reflects the vesting of a previously reported award. Award vested in 2026.
/s/ Kavita Padiyar, Attorney-in-Fact08/18/2026
** 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)