Matos Rodriguez Felix V. 4
4 · AFFILIATED MANAGERS GROUP, INC. · Filed Mar 9, 2026
Research Summary
AI-generated summary of this filing
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
Matos Rodriguez Felix V.
Director
Transactions
- Exercise/Conversion
Common Stock
[F1]2026-03-05+867→ 5,369 total - Exercise/Conversion
Stock Units
[F1]2026-03-05−867→ 1,172 total→ Common Stock (867 underlying) - Award
Stock Units
[F2]2026-03-05+335→ 335 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