AMG director gets 654 shares from award vesting

AFFILIATED MANAGERS GROUP, INC.

The filer has since corrected this document, so the figures below are the ones originally reported and some of them may have changed. Read the amended Form 4/A for what the company says now.

Rhea-AI Filing Summary

AFFILIATED MANAGERS GROUP, INC. (AMG) director Felix V. Matos Rodriguez reported the vesting and exercise of previously granted equity awards. On 2026-08-15, 654 Stock Units were converted into 654 shares of Common Stock at a reported price of $0.0000 per share, reflecting the vesting of earlier-reported awards that vest over 2023-2027. Following these transactions, he holds 5,023 shares of Common Stock directly and 1,127 Stock Units directly.

Insider Trade Summary

654 shares exercised/converted

Exercise 2 txns

Insider Matos Rodriguez Felix V.

Role Director

Type	Security	Shares	Price	Value
Exercise	Stock Units F1	654	$0.00	$0.00
Exercise	Common Stock F1	654	$0.00	$0.00

Holdings After Transaction: Stock Units — 1,127 contracts (Direct); Common Stock — 5,023 shares (Direct)

Footnotes (1)

1. F1. Reflects the vesting of previously reported awards. Awards vest 2023-2027.

Key Figures

Stock Units converted: 654 shares Common Stock acquired via conversion: 654 shares Price per share on conversion: $0.0000 per share +3 more

6 metrics

Stock Units converted 654 shares Stock Units converted into Common Stock on 2026-08-15

Common Stock acquired via conversion 654 shares Shares of Common Stock received from Stock Unit vesting on 2026-08-15

Price per share on conversion $0.0000 per share Reported transaction price for Common Stock acquired from Stock Units

Common Stock holdings after transaction 5,023 shares Directly held by Felix V. Matos Rodriguez after 2026-08-15

Stock Unit holdings after transaction 1,127 units Direct Stock Units remaining after vesting event

Award vesting period 2023-2027 Footnote states awards vest from 2023 through 2027

Key Terms

Stock Units, Exercise or conversion of derivative security, vesting

3 terms

Stock Units financial

"Reflects the vesting of previously reported awards. Awards vest 2023-2027."

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.

Exercise or conversion of derivative security financial

"transaction_code_description: Exercise or conversion of derivative security"

vesting financial

"Reflects the vesting of previously reported awards. Awards vest 2023-2027."

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.

FAQ

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

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

He reported the vesting and exercise of previously granted awards, converting 654 Stock Units into 654 shares of Common Stock on 2026-08-15, with no cash exercise price reported.

How many AMG (AMG) common shares does Felix V. Matos Rodriguez hold after this Form 4?

After the reported transactions, he directly holds 5,023 shares of Common Stock. These holdings reflect the conversion of 654 Stock Units that vested as part of awards scheduled to vest between 2023 and 2027.

How many stock units in AFFILIATED MANAGERS GROUP, INC. does the director still hold?

Following the vesting event, Felix V. Matos Rodriguez directly holds 1,127 Stock Units. These units come from previously reported awards that vest over the period from 2023 to 2027.

What was the reported price per share for the AMG stock received in this transaction?

The transaction reports a price of $0.0000 per share for the 654 shares of Common Stock acquired upon conversion of Stock Units, consistent with a vesting of compensation awards rather than an open-market purchase.

Are the AMG transactions by Felix V. Matos Rodriguez under a Rule 10b5-1 plan?

The filing’s Rule 10b5-1 checkbox is not marked as a plan transaction. The footnote instead explains that the activity reflects the vesting of previously reported awards that vest during 2023-2027.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/18/2026 - 05:03 PM Accepted by SEC EDGAR 08/18/2026 - 05:03 PM Learn about SEC filing dates

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)
08/15/2026

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
Common Stock	08/15/2026		M		654	A	$0(1)	5,023	D

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)	08/15/2026		M			654	(1)	(1)	Common Stock	654	$0	1,127	D

Explanation of Responses:

1. Reflects the vesting of previously reported awards. Awards vest 2023-2027.

	/s/ Kavita Padiyar, Attorney-in-Fact	08/18/2026
	** 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)