{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-22-289485","form_type":"8-K","ticker":"AMG","cik":"0001004434","company_name":"AFFILIATED MANAGERS GROUP, INC.","filed_at":"2022-11-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:49.163393+00:00","generated_at":"2026-06-21T14:43:27.811140+00:00","sec_items":["1.01","2.03","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"confidence":"high","headline":"AMG extends revolver maturity to 2027; switches to Term SOFR from LIBOR","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-22-289485","json":"https://secwatch.observer/filing/0001193125-22-289485.json","markdown":"https://secwatch.observer/filing/0001193125-22-289485.md","text":"https://secwatch.observer/filing/0001193125-22-289485.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/d403304d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T14:43:27.811140+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6f165d3de50c0941e6da453b33b4d21c8ccafb8f","claim":"AFFILIATED MANAGERS GROUP, INC. amended revolving credit with Bank of America, N.A., as administrative agent at Term SOFR-based rate maturing October 25, 2027.","evidence_excerpt":"The Revolving Credit Agreement Amendment (i) extends the maturity date of such revolving credit facility by 1 year to October 25, 2027, and (ii) replaces LIBOR with a Term SOFR-based rate as an applicable benchmark for the revolving credit facility provided under the Revolving Credit Agreement.","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"revolving credit"},{"label":"Counterparty","value":"Bank of America, N.A., as administrative agent"},{"label":"Rate","value":"Term SOFR-based rate"},{"label":"Maturity","value":"October 25, 2027"},{"label":"Event","value":"amendment"}],"fact_type":"debt_financing"},{"claim_id":"e8ef483e44f15fa69c27ae656ad133cb6d2c2292","claim":"AFFILIATED MANAGERS GROUP, INC. amended term loan with Bank of America, N.A., as administrative agent at Term SOFR-based rate.","evidence_excerpt":"The Term Credit Agreement Amendment also replaces LIBOR with a Term SOFR-based rate as an applicable benchmark for the term loan credit facility provided under the Term Credit Agreement.","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"term loan"},{"label":"Counterparty","value":"Bank of America, N.A., as administrative agent"},{"label":"Rate","value":"Term SOFR-based rate"},{"label":"Event","value":"amendment"}],"fact_type":"debt_financing"},{"claim_id":"1238c8126762289fb8b3fcaf780c82c674fe943c","claim":"AFFILIATED MANAGERS GROUP, INC. amended Revolving Credit Agreement Amendment with Bank of America, N.A. and the other lending institutions party thereto (effective 2022-11-18).","evidence_excerpt":"On November 18, 2022, Affiliated Managers Group, Inc. (the “Company”) entered into (i) a First Amendment (the “Revolving Credit Agreement Amendment”) to that certain Second Amended and Restated Credit Agreement (the “Revolving Credit Agreement”) with Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"Bank of America, N.A. and the other lending institutions party thereto"},{"label":"Effective","value":"2022-11-18"}],"fact_type":"material_agreement"},{"claim_id":"a8f1c458237b63eaaa277d6f981161f889cd46a0","claim":"AFFILIATED MANAGERS GROUP, INC. amended Term Credit Agreement Amendment with Bank of America, N.A. and the other lending institutions party thereto (effective 2022-11-18).","evidence_excerpt":"and (ii) a First Amendment (the “Term Credit Agreement Amendment”) to that certain Fourth Amended and Restated Term Credit Agreement (the “Term Credit Agreement” and, together with the Revolving Credit Agreement, the “Credit Agreements”) with Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"Bank of America, N.A. and the other lending institutions party thereto"},{"label":"Effective","value":"2022-11-18"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}