{"filings":[{"id":946406,"accession_number":"0001193125-26-263845","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2026-06-09T20:30:27+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AMG enters $1.25B revolving credit facility maturing 2031, replacing prior facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.25B senior unsecured multicurrency revolver matures June 9, 2031; replaces Nov 2024 facility.","Facility includes accordion feature allowing increase up to $750M, subject to conditions.","Proceeds for working capital, affiliate investments, debt repayment, stock buybacks, dividends.","Joint book runners: BofA Securities, Citizens, Wells Fargo; lead arrangers: Barclays, Citi, JPMorgan, MS, RBC, M&T."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":722797,"accession_number":"0001193125-26-245324","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2026-05-28T20:30:29+00:00","items":["5.07"],"status":"ready","headline":"AMG stockholders elect directors, approve exec compensation, ratify auditor at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected with at least 97% of votes cast; broker non-votes 1,444,196 each.","Non-binding advisory vote on executive compensation approved with 98% of votes cast (22,587,936 for).","Ratification of PwC as independent auditor for fiscal year approved with 94% of votes cast (23,035,223 for).","Total shares present: ~24.5 million; 1,444,196 broker non-votes on director and compensation proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90524,"accession_number":"0001628280-26-029094","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"AMG Reports Q1 2026 Results: Record AUM $882B, Economic EPS $8.23, Net Inflows $22B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $3.84, Economic EPS $8.23, Net income $110.4M, up 58% YoY.","Record AUM of $882B and record net client cash flows of more than $22B.","Board declares quarterly dividend $0.01 per share payable May 26, 2026.","Repurchased approximately $186 million in common stock during Q1.","New investments in BBH Credit Partners, HighBrook Investors, and additional capital in Garda Capital Partners."],"consensus_eps_estimate":null,"consensus_eps_actual":3.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":544900000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100099,"accession_number":"0001193125-26-076911","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AMG appoints G. Staley Cates to board; Alvingham to retire; Horgen re-appointed President","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["G. Staley Cates appointed as independent director of AMG, effective April 1, 2026.","Karen L. Alvingham to retire from the Board of Directors, effective April 1, 2026.","Jay C. Horgen re-appointed as President of AMG, effective April 1, 2026, while continuing as CEO.","Cates served as Vice Chairman of Southeastern Asset Management from 2015 to 2024 and is a CFA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100098,"accession_number":"0001628280-26-007464","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"AMG Q4 diluted EPS $11.21, economic EPS $9.48; full-year economic EPS up 22% to $26.05","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $347.6M, diluted EPS $11.21; full-year net income $716.6M, diluted EPS $22.74.","Net client cash inflows of ~$29B in 2025, including ~$12B in Q4, driven by alternatives momentum.","Full-year economic EPS $26.05 increased 22% YoY; economic net income $769.3M.","Board declared $0.01/share quarterly dividend (payable March 9, 2026) and authorized 4.2M share repurchase (total ~6M shares available).","Repurchased ~$700M of common stock (~11% of shares outstanding) in 2025; committed >$1B across five new investments."],"consensus_eps_estimate":null,"consensus_eps_actual":22.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":2074400000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100097,"accession_number":"0001193125-26-047590","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AMG President and COO Thomas Wojcik to step down effective March 6, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas M. Wojcik departs as President and COO; responsibilities allocated to other senior leaders.","Wojcik receives $5.025M cash in 2026 and up to $11.05M in Q1 2027 subject to separation conditions.","All outstanding unvested equity awards cancelled on departure date; no 2025 or 2026 incentive compensation.","No replacement named; no severance beyond the described cash payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116442,"accession_number":"0001193125-25-316053","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AMG issues $425M of 5.500% Senior Notes due 2036 to refinance trust preferred","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $425M aggregate principal of 5.500% Senior Notes due February 15, 2036.","Interest payable semi-annually on Feb 15 and Aug 15, beginning Aug 15, 2026.","Net proceeds to redeem in full 5.15% Convertible Trust Preferred Securities due 2037 of AMG Capital Trust II.","Remaining net proceeds for general corporate purposes.","Notes are unsecured, unsubordinated, and redeemable at make-whole price; underwriters include BofA, Citigroup, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116441,"accession_number":"0001193125-25-311380","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AMG to redeem all outstanding 5.15% Convertible Trust Preferred Securities due 2037","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Redemption notice sent Dec 8, 2025; redemption date is Dec 29, 2025.","Redemption price: 100% of principal plus accrued unpaid interest to Dec 29.","Proceeds from previously announced senior notes offering will fund redemption and settlement.","Refinancing simplifies capital structure while maintaining long-duration debt profile.","Redemption is not conditioned on consummation of the senior notes offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116440,"accession_number":"0001628280-25-047923","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"AMG Q3 2025: Diluted EPS $6.87 vs $3.78; Economic EPS $6.10 (+27% YoY); Net inflows $9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $6.87 vs $3.78 YoY; net income $212M (controlling interest) includes ~$100M Peppertree gain.","Economic EPS of $6.10, up 27% YoY; Adjusted EBITDA $250.9M, up 17%.","AUM at $803.6B, up from $728.4B; net client cash inflows of $8.9B in Q3 2025.","Year-to-date share repurchases ~$350M; dividend maintained at $0.01/share.","Strategic collaboration with BBH to develop alternative credit products for U.S. wealth market."],"consensus_eps_estimate":null,"consensus_eps_actual":11.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1517800000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132893,"accession_number":"0001193125-25-180826","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AMG appoints Marcy Engel to Board; Dwight Churchill retiring after 15 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Marcy Engel appointed as independent director of AMG, effective September 30, 2025.","Dwight D. Churchill retiring from Board effective same date; served since February 2010.","Engel brings experience from Sculptor Capital, Eton Park, and Citigroup; no familial or transaction relationships.","Engel will participate in standard director compensation program and enter indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132892,"accession_number":"0001004434-25-000042","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"AMG Q2 2025 diluted EPS $2.80, Economic EPS $5.39, net client flows >$8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.80 (vs $2.26 Q2 2024); Economic EPS $5.39 (vs $4.67), up 15% YoY.","Net client cash flows $8.1B (vs $0.9B Q2 2024); AUM $771B at period end.","New partnership with Montefiore Investment, a European private equity firm, expands private markets.","Repurchased ~$100M in Q2 (~$273M in H1 2025); declared $0.01/share dividend payable Aug 25."],"consensus_eps_estimate":null,"consensus_eps_actual":5.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":989800000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149441,"accession_number":"0001193125-25-137112","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AMG appoints Thomas M. Wojcik as President, retains COO role; RSU award of $5M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas M. Wojcik appointed President effective June 3, 2025; continues as COO.","CEO Jay C. Horgen remains CEO; previously held both President and CEO roles.","Compensation Committee approved $5M RSU award (performance-based, vesting March 2030).","Wojcik joined AMG in 2019 as CFO, named COO in 2024; previously at BlackRock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149440,"accession_number":"0001193125-25-125095","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Affiliated Managers Group annual meeting elects directors, approves say-on-pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 8 director nominees elected with at least 96% of votes cast; broker non-votes of ~1.44M shares.","Non-binding advisory vote on executive compensation approved with 97% of votes cast (24.13M for).","Ratification of PricewaterhouseCoopers as independent auditor approved with 93% of votes cast (24.52M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149439,"accession_number":"0001004434-25-000036","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"AMG Q1 EPS $2.20, Economic EPS $5.20; announces new alternative partnerships and $173M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $2.20, Economic EPS $5.20; net income $72.4M vs $149.8M YoY.","Alternatives net inflows ~$14B; new partnerships with Verition, Qualitas, NorthBridge.","Repurchased ~$173M of common stock in Q1; quarterly dividend of $0.01/share declared.","AUM $712.2B at period end; aggregate fees $1,270.4M, down 14% YoY.","Peppertree Capital Management to be acquired, marking successful exit for AMG."],"consensus_eps_estimate":null,"consensus_eps_actual":2.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":496600000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168515,"accession_number":"0001193125-25-049936","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AMG files new shelf registration and extends $500M equity distribution program","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed a new $500M at-the-market (ATM) equity program on March 7, 2025, replacing prior 2022 program.","No shares were sold under the prior program; company has no current plans to issue under the new program.","Program allows common stock sales through Barclays, BofA, Citigroup, J.P. 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(NYSE: AMG).","No guidance or outlook update included in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290002,"accession_number":"0001193125-23-156631","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2023-05-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AMG stockholders re-elect all eight directors, approve say-on-pay and auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Each director nominee received at least 96% of votes cast; all eight re-elected to one-year term.","Non-binding advisory vote on executive compensation approved with 98% of votes cast.","Stockholders recommended annual say-on-pay frequency with 95% of votes cast (1-year option).","Ratification of PwC as independent auditor approved with 91% of votes cast (30.2M for, 3.0M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290001,"accession_number":"0001004434-23-000015","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"AMG reports Q1 2023 results and declares $0.01 dividend","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Quarterly dividend of $0.01 per share declared, payable May 25, 2023 to holders of record May 11, 2023.","Full financial results for Q1 2023 furnished as Exhibit 99.1, but specific figures could not be extracted from the filing.","Company reported results for quarter ended March 31, 2023; no EPS, revenue, or guidance provided in 8-K body.","Ticker AMG trades on NYSE under multiple security symbols."],"consensus_eps_estimate":null,"consensus_eps_actual":3.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":517400000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310948,"accession_number":"0001004434-23-000004","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2023-02-06T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"AMG reports Q4/FY2022 results in press release; declares $0.01 quarterly dividend","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Quarterly dividend of $0.01 per share declared, payable March 2, 2023; record date Feb 16, 2023.","Press release issued for Q4 and FY2022 results (Exhibit 99.1); specific numbers not extracted from PDF.","Detailed financial tables for Q4 and FY2022 are included in the press release."],"consensus_eps_estimate":null,"consensus_eps_actual":25.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":2329600000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329577,"accession_number":"0001193125-22-315487","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2022-12-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AMG General Counsel David Billings to retire, stay as Senior Advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David M. Billings steps down as General Counsel effective December 31, 2022.","Billings will remain with the company as Senior Advisor after retirement.","CEO Jay C. Horgen thanked Billings for his contributions to AMG's success."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329576,"accession_number":"0001193125-22-289485","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2022-11-21T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AMG extends revolver maturity to 2027; switches to Term SOFR from LIBOR","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility maturity extended by 1 year to October 25, 2027.","Term SOFR replaces LIBOR as benchmark under both revolving and term loan agreements.","Amendment executed with Bank of America as administrative agent and 14 other lenders.","No material financial or covenant changes; representations and warranties reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329575,"accession_number":"0001004434-22-000051","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Affiliated Managers Group reports Q3 2022 results; declares $0.01 dividend, authorizes 3M share repurchase","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Quarterly dividend of $0.01 per share declared, payable Dec 1 to holders of record Nov 17.","Board authorized new share repurchase program for up to 3.0 million shares; 5.8 million total shares available across all programs.","Press release issued for Q3 2022 financial results (specific figures not legible in filing).","No earnings per share or revenue details extractable from furnished exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":8.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1789900000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329574,"accession_number":"0001004434-22-000044","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2022-10-18T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AMG completes sale of BPEA stake to EQT for $240M cash and 28.68M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Pre-tax cash consideration of $240.0M plus 28.68M EQT ordinary shares received.","AMG will retain future carry in certain existing BPEA funds.","25% of the EQT ordinary shares are subject to a six-month lock-up after closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347150,"accession_number":"0001004434-22-000035","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["2.02","9.01","8.01"],"status":"ready","headline":"AMG issues Q2 2022 earnings and declares $0.01/share dividend","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Quarterly dividend of $0.01 per share declared, payable Aug 25, 2022 to holders of record Aug 11, 2022.","Q2 2022 financial results released; no specific figures available in the 8-K text.","Refer to attached press release (Exhibit 99.1) for full details, though PDF content is unreadable in this submission."],"consensus_eps_estimate":null,"consensus_eps_actual":6.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":1211400000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363554,"accession_number":"0001193125-22-163993","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2022-05-31T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Shareholders elect all director nominees, approve say-on-pay, and ratify PwC as auditor at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 8 director nominees elected with at least 97% of votes cast; broker non-votes of 979,428 on each.","Non-binding advisory vote on executive compensation approved with 97% of votes cast (34.8M for, 1.1M against).","Ratification of PricewaterhouseCoopers as independent auditor approved with 90% of votes cast (33.3M for, 3.6M against).","Meeting held on May 27, 2022; all proposals passed with strong shareholder support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8132809510.245781,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363553,"accession_number":"0001193125-22-162415","cik":1004434,"company_name":"AFFILIATED MANAGERS GROUP, INC.","ticker":"AMG","form_type":"8-K","filed_at":"2022-05-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AMG extends $500M equity distribution program; 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