Affiliated Managers director granted 172 stock units

Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.

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Form Type

Rhea-AI Filing Summary

Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.

Affiliated Managers Group director Cates G. Staley received an equity award of 172 stock units. The grant was recorded on May 1, 2026 and each stock unit represents a right to receive one share of the company’s common stock upon vesting.

The 172 stock units vest in full on August 15, 2027 and are held directly. Following this award, Staley holds 172 stock units in total. This is a compensation-related grant, not an open-market purchase or sale of shares.

Insider Trade Summary

Grant/Award: 172 shares

Grant/Award 1 txn

Insider Cates G. Staley

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Stock Units	172	$0.00	$0.00

Holdings After Transaction: Stock Units — 172 contracts (Direct)

Footnotes (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: 172 stock units Units outstanding after grant: 172 stock units Unit-to-share ratio: 1 share per unit +2 more

5 metrics

Stock units granted 172 stock units Grant to director Cates G. Staley on May 1, 2026

Units outstanding after grant 172 stock units Total stock units held by Staley following transaction

Unit-to-share ratio 1 share per unit Each stock unit converts into one share of common stock

Vesting date August 15, 2027 Full vesting date for the 172 stock units

Grant price per unit $0.0000 per unit Compensation award, no cash paid by reporting person

Key Terms

Stock Units, vest in full, Common Stock, Grant, award, or other acquisition

4 terms

Stock Units financial

"Each stock unit represents a right to receive one share of the Company's common stock"

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.

vest in full financial

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

Common Stock financial

"Each stock unit represents a 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.

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

FAQ

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

What insider transaction did AMG director Cates G. Staley report?

Cates G. Staley reported an award of 172 stock units tied to Affiliated Managers Group common stock. The grant is a compensation-related acquisition, not a market trade, and increases Staley’s directly held stock unit position to 172 units in total.

How many AMG stock units were granted to Cates G. Staley on this Form 4?

The Form 4 shows Cates G. Staley was granted 172 stock units. Each stock unit corresponds to one share of Affiliated Managers Group common stock, giving Staley the right to receive 172 shares upon vesting, subject to the vesting schedule disclosed.

When do Cates G. Staley’s AMG stock units vest according to the filing?

The filing states that the 172 stock units vest in full on August 15, 2027. At that time, each unit converts into one share of Affiliated Managers Group common stock, delivering 172 shares if all vesting conditions are satisfied and no forfeiture occurs.

Is the AMG Form 4 transaction a market purchase or sale of shares?

The Form 4 describes a grant of 172 stock units as compensation, not a market purchase or sale. The transaction code is “A” for grant or award, and the price per unit is listed as $0.0000, indicating no open-market consideration was paid.

What is the total AMG stock unit holding for Cates G. Staley after this grant?

After the reported transaction, Cates G. Staley holds a total of 172 stock units. These units represent rights to receive an equal number of Affiliated Managers Group common shares upon vesting, according to the terms and vesting date disclosed in the filing.

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

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Accepted by SEC EDGAR 05/05/2026 - 05:01 PM

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^*

Cates G. Staley

(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)
05/01/2026

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)
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)

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⁾	05/01/2026		A		172		⁽¹⁾	⁽¹⁾	Common Stock	172	$0	172	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	05/05/2026
	** 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)

Source: View Original Filing on SEC EDGAR

Affiliated Managers director granted 172 stock units

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