AFFILIATED MANAGERS GROUP, INC.·4

Mar 9, 5:27 PM ET

Matos Rodriguez Felix V. 4

Research Summary

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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.