AMG director acquires stock units and shares

Affiliated Managers Group director Felix V. Matos Rodriguez increased his equity stake through vesting and new awards.

Rhea-AI Filing Summary

Affiliated Managers Group director Felix V. Matos Rodriguez increased his equity stake through vesting and new awards. He exercised 867 stock units into 867 shares of common stock at a price of $0.00 per share and now directly holds 5,369 common shares.

On the same date, 867 stock units vested from previously reported awards that vest from 2023-2027, leaving 1,172 stock units outstanding. He also received a grant of 335 additional stock units that vest in full on March 5, 2027, bringing his new award balance to 335 stock units.

Insider Trade Summary

867 shares exercised/converted

Exercise 3 txns

Insider Matos Rodriguez Felix V.

Role Director

Type	Security	Shares	Price	Value
Exercise	Stock Units	867	$0.00	$0.00
Grant/Award	Stock Units	335	$0.00	$0.00
Exercise	Common Stock	867	$0.00	$0.00

Holdings After Transaction: Stock Units — 1,507 contracts (Direct); Common Stock — 5,369 shares (Direct)

Footnotes (2)

1. F1. Reflects the vesting of previously reported awards. Awards vest 2023-2027.
2. F2. 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.

FAQ

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

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

AMG director Felix V. Matos Rodriguez reported equity acquisitions tied to stock unit vesting and a new grant. He exercised 867 stock units into 867 common shares and received 335 new stock units, all held directly as part of his compensation-related awards.

How many AMG common shares does Felix V. Matos Rodriguez hold after these transactions?

After these transactions, Felix V. Matos Rodriguez directly holds 5,369 shares of AMG common stock. This reflects the conversion of 867 stock units into common shares, increasing his direct stock position while maintaining separate outstanding stock unit awards.

What AMG stock unit awards vested for Felix V. Matos Rodriguez?

Previously reported AMG stock unit awards continued vesting for Felix V. Matos Rodriguez, with 867 stock units vesting on March 5, 2026. These awards are part of a vesting schedule running from 2023 through 2027, contributing to his overall equity-based compensation holdings.

What new AMG stock unit grant did Felix V. Matos Rodriguez receive?

He received a grant of 335 AMG stock units, each representing the right to one share of common stock. These stock units vest in full on March 5, 2027, adding to his long-term incentive alignment with the company’s performance over the coming years.

What are AMG stock units reported by Felix V. Matos Rodriguez?

The AMG stock units reported by Felix V. Matos Rodriguez each represent a right to receive one share of the company’s common stock upon vesting. They function as equity-based compensation, aligning director interests with shareholders over a multi-year vesting period through 2027.

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

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Accepted by SEC EDGAR 03/09/2026 - 05:27 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.

777 SOUTH FLAGLER DRIVE

(Street)

WEST PALM BEACH FL 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/05/2026		M		867	A	$0(1)	5,369	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)	03/05/2026		M			867	(1)	(1)	Common Stock	867	$0	1,172	D
Stock Units	(2)	03/05/2026		A		335		(2)	(2)	Common Stock	335	$0	335	D

Explanation of Responses:

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

2. 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.

	/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.