Affiliated Managers Group filings document the company’s asset-management affiliate model, operating results, capital structure, and public-company governance. Its Form 8-K disclosures include quarterly and annual financial results, dividends, share repurchase authorizations, senior note issuance, redemptions of trust preferred securities, and changes involving directors or executive officers.
AMG’s proxy materials cover board elections, executive compensation, equity awards, shareholder voting matters, and governance practices. The filing record also identifies its NYSE-listed common stock and junior subordinated notes, alongside material agreements and exhibit disclosures that relate to the company’s financing and reporting obligations.
Affiliated Managers Group Chief Financial Officer Dava Ritchea reported equity compensation-related transactions on March 5, 2026. A previously reported stock unit award vested, converting 601 Stock Units into 601 shares of Common Stock at no cash exercise price.
To cover tax withholding obligations from this vesting, 292 shares of Common Stock were automatically surrendered to the company at $299.18 per share, leaving 309 Common shares directly owned after the tax withholding disposition. Following the conversion, Ritchea directly owned 1,804 Stock Units.
Ritchea also received a new grant of 1,667 Stock Units, issued under the company’s 2020 Equity Incentive Plan. This award vests in four equal installments on March 5 of each year from 2027 through 2030, aligning compensation with multi-year company performance.
AFFILIATED MANAGERS GROUP, INC. director Karen L. Alvingham reported equity compensation activity involving stock units and common stock. On March 5, 2026, 867 stock units vested and converted into 867 shares of common stock as part of previously reported awards that vest from 2023 to 2026.
She also received new grants of 171 stock units that vest in full on March 5, 2027, and 98 deferred stock units tied to cash fees she elected to defer under the company’s deferred compensation plan. Each stock or deferred stock unit represents one share of common stock at settlement.
In a related move, 67 shares of common stock were automatically surrendered to the company at $299.18 per share to satisfy tax withholding obligations tied to the vesting, rather than an open-market sale.
AFFILIATED MANAGERS GROUP, INC. director Ryan David Christopher reported equity-based compensation activity. He exercised previously awarded stock units for 867 shares of common stock at a reported price of $0.0000 per share, bringing his directly held common stock to 4,494 shares.
He also acquired 867 stock units through this exercise, increasing his directly held stock units to 3,850, and received a new grant of 335 stock units. The filing notes these awards vest over 2023–2027, and that the 335 newly granted stock units vest in full on March 5, 2027, with each unit representing one share of common stock upon vesting.
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.
Affiliated Managers Group, Inc. director Marcy Engel reported receiving a grant of stock-based compensation. She acquired 335 stock units on March 5, 2026. Each stock unit represents a right to receive one share of the company’s common stock, and the units vest in full on March 5, 2027.
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.
Affiliated Managers Group director Tracy P. Palandjian reported equity compensation and related conversions. She received a grant of 335 stock units, which vest in full on March 5, 2027, with each unit representing the right to receive one share of common stock upon vesting.
She also exercised 867 stock units, resulting in ownership of 15,254 shares of common stock directly and 1,970 stock units, inclusive of previously reported deferred stock units. The filing notes that these transactions reflect the vesting of previously reported awards that vest from 2023 to 2027.
Affiliated Managers Group director Annette Franqui reported equity awards and vesting activity. On March 5, 2026, 548 stock units vested from a previously reported award and were converted into 548 shares of common stock, leaving her with 1,212 common shares held directly.
On the same date, she was granted 335 additional stock units, each representing one share of common stock upon vesting. These new stock units vest in full on March 5, 2027, and she now directly holds 335 stock units from this grant.
Morgan Stanley Smith Barney LLC submitted a Form 144 reporting an intended sale of 2,200 shares of AMG common stock tied to restricted stock vesting under a registered plan. The record lists the vesting/sale date as 03/05/2026 and the filing reference date as 03/09/2026.
Affiliated Managers Group reporting a Form 144 notice of securities to be sold by an affiliate; the filing lists multiple stock awards by grant date and shows a reported sale of 8,000 shares of common stock on 03/06/2026 for $2,290,383.20.
The filing names Thomas Wojcik (Affiliated Managers Group address) as the seller and lists award lots from 08/15/2021 through 03/05/2025 as identified stock awards.