AFFILIATED MANAGERS GROUP, INC.·4

Mar 9, 5:30 PM ET

Engel Marcy 4

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AMG Director Marcy Engel Receives 335-Unit Award

What Happened

  • Marcy Engel, a director of Affiliated Managers Group, Inc. (AMG), received a grant of 335 stock units on March 5, 2026. The units are reported at $0.00 (no cash exchanged) and are a derivative award that will convert into common shares upon vesting. The stock units vest in full on March 5, 2027 per the filing footnote.

Key Details

  • Transaction date: March 5, 2026; Form 4 filed March 9, 2026 (reporting period: Mar 5, 2026)
  • Transaction type/code: Award/Grant (A) — 335 stock units @ $0.00 (derivative)
  • Immediate reported value: $0 (units represent future right to shares)
  • Vesting: units vest in full on March 5, 2027 (see footnote)
  • Shares owned after transaction: not specified in the provided filing details
  • Footnote: each stock unit equals a right to one share upon vesting
  • No indication in the provided data of a 10b5‑1 plan, tax withholding, or late-filing flag

Context

  • These stock units are a form of compensation/award, not an open-market purchase or sale. They typically convert to ordinary shares when vested and may be forfeited if vesting conditions aren’t met. Such grants are common for directors and reflect compensation rather than an immediate trading signal.