AMG director receives stock and deferred unit awards

AFFILIATED MANAGERS GROUP, INC. director Loren M. Starr reported equity-related acquisitions on March 5, 2026.

Accepted by SEC EDGAR 03/09/2026 - 05:35 PM EDT

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Rhea-AI Filing Summary

AFFILIATED MANAGERS GROUP, INC. director Loren M. Starr reported equity-related acquisitions on March 5, 2026. Previously reported stock unit awards partially vested, resulting in 652 stock units converting into 652 shares of common stock at a price of $0.0000 per share. He also received new grants of 503 stock units, which vest in full on March 5, 2027, and 257 deferred stock units linked to deferred cash fees under the company’s compensation plan.

Insider Trade Summary

652 shares exercised/converted

Exercise 4 txns

Insider STARR LOREN M

Role Director

Type	Security	Shares	Price	Value
Exercise	Stock Units	652	$0.00	$0.00
Grant/Award	Stock Units	503	$0.00	$0.00
Grant/Award	Deferred Stock Units	257	$0.00	$0.00
Exercise	Common Stock	652	$0.00	$0.00

Holdings After Transaction: Stock Units — 2,865 contracts (Direct); Deferred Stock Units — 257 contracts (Direct); Common Stock — 1,937 shares (Direct)

Footnotes (4)

F1. Reflects the vesting of previously reported awards. Awards vest 2025-2028.
F2. Inclusive of previously reported deferred stock units.
F3. 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 March 5, 2027.
F4. 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.

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What insider transactions did AMG director Loren M. Starr report?

Loren M. Starr reported equity acquisitions tied to compensation on March 5, 2026. These included vesting of 652 stock units into common stock, a grant of 503 new stock units, and 257 deferred stock units linked to deferred director cash fees.

How many AMG stock units vested or were exercised for Loren M. Starr?

A total of 652 previously reported stock units vested and were exercised into 652 shares of AFFILIATED MANAGERS GROUP common stock at a stated price of $0.0000 per share, reflecting the scheduled vesting of earlier equity awards granted to Loren M. Starr.

What new AMG stock unit awards did Loren M. Starr receive on March 5, 2026?

On March 5, 2026, Loren M. Starr received a grant of 503 stock units and a separate grant of 257 deferred stock units. Each unit represents the right to receive one share of AMG common stock, subject to vesting or distribution conditions described in the company’s plans.

When do Loren M. Starr’s new AMG stock units vest or become payable?

The 503 newly granted stock units vest in full on March 5, 2027. The 257 deferred stock units become distributable in AMG common stock upon Loren M. Starr’s separation from service as a member of the company’s Board of Directors, under the deferred compensation plan.

What are AMG deferred stock units reported for Loren M. Starr?

The deferred stock units reflect director cash fees that Loren M. Starr elected to defer. These deferred amounts are notionally invested in a fund tracking AMG common stock, with each deferred stock unit equal to one share, distributable in stock when he leaves the Board of Directors.

How many shares or units does Loren M. Starr hold after these AMG transactions?

After these transactions, Loren M. Starr held 1,937 shares of AMG common stock directly, 2,362 stock units, and 257 deferred stock units. Each stock unit or deferred stock unit represents a right to receive one share of AMG common stock, subject to plan terms.

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Form 4 Insider Transactions: What Each Field Means →

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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^*

STARR LOREN M

(Last)

(First)

(Middle)

C/O AFFILIATED MANAGERS GROUP, INC.

777 SOUTH FLAGLER DRIVE

(Street)

WEST PALM BEACH

33401

(City)

(State)

(Zip)

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)

3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/05/2026		M		652	A	$0⁽¹⁾	1,937	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Stock Units	⁽¹⁾	03/05/2026		M			652	⁽¹⁾	⁽¹⁾	Common Stock	652	$0	2,362⁽²⁾	D
Stock Units	⁽³⁾	03/05/2026		A		503		⁽³⁾	⁽³⁾	Common Stock	503	$0	503	D
Deferred Stock Units	⁽⁴⁾	03/05/2026		A		257		⁽⁴⁾	⁽⁴⁾	Common Stock	257	$0	257	D

Explanation of Responses:

1. Reflects the vesting of previously reported awards. Awards vest 2025-2028.

2. Inclusive of previously reported deferred stock units.

3. 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 March 5, 2027.

4. 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.

	/s/ Kavita Padiyar, Attorney-in-Fact	03/09/2026
	** 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.

Source: View Original Filing on SEC EDGAR