Welcome to our dedicated page for Affiliated Managers Group SEC filings (Ticker: AMG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Affiliated Managers Group filings document the company’s asset-management affiliate model, operating results, capital structure, and public-company governance. Its Form 8-K disclosures include quarterly and annual financial results, dividends, share repurchase authorizations, senior note issuance, redemptions of trust preferred securities, and changes involving directors or executive officers.
AMG’s proxy materials cover board elections, executive compensation, equity awards, shareholder voting matters, and governance practices. The filing record also identifies its NYSE-listed common stock and junior subordinated notes, alongside material agreements and exhibit disclosures that relate to the company’s financing and reporting obligations.
Affiliated Managers Group, Inc. entered into a Fourth Amended and Restated Credit Agreement that provides a $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031. The facility can be increased by up to $750 million if certain conditions are met.
Borrowings may be used for working capital and other general corporate purposes, including investments in new and existing Affiliates, debt repayment, common stock repurchases, and cash dividends. The agreement includes leverage and interest coverage covenants, limitations on priority indebtedness and asset dispositions, and customary events of default that could accelerate amounts due.
AFFILIATED MANAGERS GROUP, INC. President and CEO Jay C. Horgen exercised employee stock options for 75,000 shares of common stock at a strike price of $74.49 per share. These options were labeled as an Employee Stock Option (Right to Buy) and are now fully exercised.
Of the acquired shares, 39,671 were used to satisfy tax obligations at a price of $336.62 per share, and 17,500 shares were sold in an open-market transaction at a weighted average price of $338.27 per share. Following these transactions, Horgen directly holds 204,706 common shares, with additional indirect holdings reported as 350,000 shares through grantor retained annuity trusts and 34,058 shares through family trusts.
Morgan Stanley Smith Barney LLC Executive Financial Services reported a proposed sale of 17,500 shares of Common Stock on Form 144. The filing lists an aggregate amount of $5,919,688.25 and states the securities arose from restricted stock vesting under a registered plan on 03/05/2026. The sale notice is dated 06/08/2026 and cites the NYSE as the market.
Affiliated Managers Group director Annette Franqui bought shares in the company on the open market. On this transaction date, she purchased 750 shares of Common Stock at a weighted average price of $304.88 per share, with individual trade prices ranging from $303.00 to $305.00. Following the purchase, she directly owns 1,962 shares.
Affiliated Managers Group, Inc. reported the results of its Annual Meeting of Stockholders held on May 27, 2026. Stockholders elected seven directors to serve until the 2027 Annual Meeting, with each nominee receiving at least 97% of the votes cast, indicating strong support for the current board.
Stockholders also approved, on a non-binding advisory basis, the compensation of the Company’s named executive officers, with 22,587,936 votes for, 479,705 against, and 20,741 abstentions, representing 98% support among votes cast. In addition, stockholders ratified the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the current fiscal year, with 23,035,223 votes for, 1,491,160 against, and 6,195 abstentions, reflecting 94% approval among votes cast.
Affiliated Managers Group director Felix V. Matos Rodriguez reported an open-market sale of company stock. He sold 1,000 shares of AMG common stock on May 8, 2026 at a price of $300.18 per share. After this transaction, he directly owns 4,369 shares of AMG common stock.
Affiliated Managers Group director Ryan David Christopher sold shares in the company. On May 6, 2026, he completed an open-market sale of 3,402 shares of common stock at a weighted average price of $305.06 per share, with trades ranging from $303.54 to $307.71. After these transactions, he directly owned 1,092 shares.
Affiliated broker-dealer filed a Form 144 reporting intent to sell restricted shares that vested under a registered plan. The notice lists vesting dates and share amounts: 207 shares (03/05/2022), 186 shares (08/15/2022), 380 shares (03/05/2023), and 227 shares (08/15/2023).
Affiliated Managers Group delivered strong Q1 2026 growth. Consolidated revenue rose to $544.9 million from $496.6 million, while net income increased to $146.4 million. Net income attributable to common shareholders climbed to $110.4 million, driving diluted EPS up to $3.84 from $2.20.
Assets under management reached $882 billion, up 24% year over year, with broad growth in private markets and liquid alternatives. Aggregate fees across all Affiliates increased 50% to $1,909.9 million, supported by higher performance-based fees. Equity method income nearly doubled to $147.4 million, reflecting strong results at Affiliates.
AMG closed minority investments in BBH Credit Partners, Garda, and HighBrook, further expanding private markets and credit exposure. Debt rose to $2,918.6 million, including $565.0 million drawn on the revolver, and cash declined to $376.1 million after a $514.6 million cash settlement of junior convertible securities and continued share repurchases.
AFFILIATED MANAGERS GROUP, INC. director Cates G. Staley reported an open-market purchase of Common Stock. Staley bought 1,500 shares at a price of $305.83 per share and now directly holds 6,405 shares following this transaction.