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.
AMG reported a disposition of 8,000 common shares via Morgan Stanley Smith Barney LLC. The shares are described as restricted stock vesting under a registered plan and are tied to a 03/05/2026 vesting event. The Form 144 lists an aggregate value of $2,290,383.20.
Affiliated Managers Group Inc received an amended Schedule 13G/A filing from The Vanguard Group reporting beneficial ownership of 2,723,566 shares of common stock, equal to 10.2% of the class. The filing notes shared voting power of 218,781 shares and shared dispositive power of 2,723,566 shares.
The filing discloses an internal realignment at The Vanguard Group, Inc. effective 01/12/2026, after which certain subsidiaries or business divisions may report beneficial ownership separately.
Affiliated Managers Group, Inc. appointed G. Staley Cates to its Board of Directors as an independent director, effective April 1, 2026. Cates spent decades at Southeastern Asset Management, including roles as President and Vice Chairman, and holds a Chartered Financial Analyst designation.
The filing also notes that Karen L. Alvingham will retire from the Board effective April 1, 2026, and that Jay C. Horgen has been re-appointed as President, while continuing to serve as Chief Executive Officer. AMG reports approximately $813 billion in assets under management as of December 31, 2025, across a range of investment strategies.