AFFILIATED MANAGERS GROUP, INC.·4

Mar 9, 5:27 PM ET

Matos Rodriguez Felix V. 4

4 · AFFILIATED MANAGERS GROUP, INC. · Filed Mar 9, 2026

Research Summary

AI-generated summary of this filing

Updated

AMG Director Felix V. Matos Rodriguez Exercises Options, Receives Award

What Happened

  • Felix V. Matos Rodriguez, a Director of Affiliated Managers Group, Inc. (AMG), reported derivative activity and an award on 2026-03-05. The Form 4 shows an exercise/conversion of 867 derivative units (code M) acquired at $0.00 and a simultaneous disposition of 867 derivative units at $0.00. He also received a grant/award of 335 stock units (code A) at $0.00. The transactions reflect vested/awarded equity rather than an open-market purchase or sale.

Key Details

  • Transaction date: March 5, 2026; filing date: March 9, 2026 (filed within the normal two-business-day window).
  • Exercise/Conversion (M): 867 shares acquired @ $0.00; 867 derivative units disposed @ $0.00.
  • Grant/Award (A): 335 stock units acquired @ $0.00. Footnote F2: each stock unit equals one right to receive one common share upon vesting; these stock units vest in full on March 5, 2027.
  • Footnote F1: the reporting reflects vesting of previously reported awards; awards vest over 2023–2027.
  • Shares owned after the transactions are not specified in the provided filing excerpt.

Context

  • Code M indicates an exercise or conversion of derivative instruments (for example, option exercise or stock-settled award conversion); the simultaneous $0.00 disposition in the filing does not represent an open-market sale and the filing does not state the reason for the disposition.
  • The 335 stock units are future rights to common shares that vest March 5, 2027 (per F2). These kinds of vested awards/grants are routine insider compensation events and do not, by themselves, signal a buy/sell decision in the open market.

Insider Transaction Report

Form 4
Period: 2026-03-05
Transactions
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-03-05+8675,369 total
  • Exercise/Conversion

    Stock Units

    [F1]
    2026-03-058671,172 total
    Common Stock (867 underlying)
  • Award

    Stock Units

    [F2]
    2026-03-05+335335 total
    Common Stock (335 underlying)
Footnotes (2)
  • [F1]Reflects the vesting of previously reported awards. Awards vest 2023-2027.
  • [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.
Signature
/s/ Kavita Padiyar, Attorney-in-Fact|2026-03-09

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT