Affiliated Managers director granted 274 stock units

Matos Rodriguez Felix V. reported acquisition or exercise transactions in this Form 4 filing.

Accepted by SEC EDGAR 08/03/2026 - 05:04 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Matos Rodriguez Felix V. reported acquisition or exercise transactions in this Form 4 filing.

AFFILIATED MANAGERS GROUP director Felix V. Matos Rodriguez reported an award of 274 stock units on July 30, 2026. Each stock unit represents a right to receive one share of common stock upon vesting, and the units vest in full on August 15, 2027. Following this grant, he holds 274 stock units directly.

Insider Trade Summary

Grant/Award: 274 shares

Grant/Award 1 txn

Insider Matos Rodriguez Felix V.

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 Vesting date: August 15, 2027 Price per stock unit: $0.0000 per unit +2 more

5 metrics

Stock units granted 274.0000 units Grant to Felix V. Matos Rodriguez on 2026-07-30

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

Price per stock unit $0.0000 per unit Grant, award, or other acquisition price

Stock units held after transaction 274.0000 units Direct holdings following the grant

Underlying common shares 274.0000 shares One common share per stock unit upon vesting

Key Terms

Stock Units, vesting, Common Stock

3 terms

Stock Units financial

"Each stock unit represents a right to receive one share"

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.

vesting financial

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

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.

Common Stock financial

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

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.

FAQ

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

What insider transaction did AMG director Felix V. Matos Rodriguez report?

Felix V. Matos Rodriguez reported an award of 274 stock units in Affiliated Managers Group. These units are a form of equity compensation and convert into common shares once they vest, aligning the director’s interests with shareholders over time.

How many stock units were granted to the AMG (AMG) director and what do they represent?

He was granted 274 stock units. Each stock unit represents a right to receive one share of common stock upon vesting, giving him future ownership rather than immediate shares at the grant date.

When do the granted AMG (AMG) stock units vest?

The granted stock units vest in full on August 15, 2027. Vesting means that on this date the units become earned, and he becomes entitled to receive an equivalent number of common shares.

What is Felix V. Matos Rodriguez’s AMG (AMG) holding after this stock unit grant?

After the transaction, he holds 274 stock units directly. These units are tied to Affiliated Managers Group common stock and will translate into the same number of shares once they fully vest in 2027.

Was the AMG (AMG) stock unit grant reported under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not marked, so this award is not reported as being made under a Rule 10b5-1 trading plan. It is disclosed simply as a grant of stock units.

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^*

Matos Rodriguez Felix V.

(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)