AFFILIATED MANAGERS (NYSE: AMG) director gets 848 shares in equity vesting
Rhea-AI Filing Summary
For AFFILIATED MANAGERS GROUP, INC. (AMG), director Tracy P. Palandjian reported the vesting and conversion of 848 Stock Units into 848 shares of Common Stock on 2026-08-15. The stock units disposition reflects vesting of previously reported awards that vest from 2023–2027, and following these transactions Palandjian directly held 1,731 Stock Units and 18,375 shares of Common Stock, inclusive of previously reported deferred stock units. The transactions were reported at a price of $0.00 per share, indicating a compensation-related award rather than an open-market trade.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 848 shares
Net Buy
2 txns
Insider
Palandjian Tracy P.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Units F1, F2 | 848 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 848 | $0.00 | $0.00 |
Holdings After Transaction:
Stock Units — 1,731 shares (Direct);
Common Stock — 18,375 shares (Direct)
Footnotes (2)
- F1. Reflects the vesting of previously reported awards. Awards vest 2023-2027.
- F2. Inclusive of previously reported deferred stock units.
Key Figures
Stock Units Exercised/Converted: 848 Stock Units
Common Stock Acquired via Conversion: 848 shares
Stock Units Held After Transaction: 1,731 units
+2 more
5 metrics
Stock Units Exercised/Converted
848 Stock Units
Vesting and conversion into Common Stock on 2026-08-15
Common Stock Acquired via Conversion
848 shares
Shares of AMG Common Stock received upon stock unit vesting on 2026-08-15
Stock Units Held After Transaction
1,731 units
Direct holdings of Stock Units following the reported vesting
Common Shares Held After Transaction
18,375 shares
Direct AMG Common Stock holdings after conversion of stock units
Reported Transaction Price
0.0000 per share
Price for both derivative and non-derivative transactions on 2026-08-15
Key Terms
Stock Units, deferred stock units, Exercise or conversion of derivative security
3 terms
Stock Units financial
"The security title is listed as "Stock Units" in the derivative transaction."
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
"A footnote states: "Inclusive of previously reported deferred stock units.""
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.
Exercise or conversion of derivative security financial
"The transaction code description is "Exercise or conversion of derivative security"."
FAQ
What insider equity transactions did AMG director Tracy P. Palandjian report?
Palandjian reported 848 Stock Units vesting and converting into 848 shares of AMG Common Stock on 2026-08-15. These were previously reported awards vesting over 2023–2027, with no open-market purchase or sale involved.
What happened to Tracy P. Palandjian’s AMG Stock Units in this filing?
Palandjian had 848 Stock Units convert into Common Stock, reducing her Stock Unit balance to 1,731 units. The filing notes these reflect vesting of previously reported awards that vest between 2023 and 2027.
Does the Form 4 indicate pre-planned trading under Rule 10b5-1 for AMG (AMG)?
The Rule 10b5-1 checkbox is not marked as a plan transaction for these entries. The filing instead describes routine vesting of previously reported stock unit awards with no reference to a trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.