{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-072712","form_type":"8-K","ticker":"AMG","cik":"0001004434","company_name":"AFFILIATED MANAGERS GROUP, INC.","filed_at":"2024-03-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.038452+00:00","generated_at":"2026-06-04T11:12:32.836070+00:00","sec_items":["1.01","2.03","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"AMG completes $450M issuance of 6.750% junior subordinated notes due 2064","bullets":["$450M aggregate principal sold; 6.750% fixed coupon, maturity March 30, 2064.","Issued via underwriters BofA Securities, Morgan Stanley, RBC Capital Markets, Wells Fargo.","Proceeds for general corporate purposes including debt repayment, share repurchases, investments.","Notes redeemable at par on or after March 30, 2029; deferral of interest allowed."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-072712","json":"https://secwatch.observer/filing/0001193125-24-072712.json","markdown":"https://secwatch.observer/filing/0001193125-24-072712.md","text":"https://secwatch.observer/filing/0001193125-24-072712.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/d797758d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T11:12:32.836070+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":"29623e09283e985f062265da1112da3216ff6704","claim":"AFFILIATED MANAGERS GROUP, INC. incurred senior notes of $450,000,000 at 6.750% maturing March 30, 2064.","evidence_excerpt":"On March 20, 2024, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $450,000,000 aggregate principal amount of the Company’s 6.750% Junior Subordinated Notes due 2064","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"senior notes"},{"label":"Principal","value":"$450,000,000"},{"label":"Rate","value":"6.750%"},{"label":"Maturity","value":"March 30, 2064"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"5b67d0f2b715bc3764ce8a0a9120bbd96c7d7c17","claim":"AFFILIATED MANAGERS GROUP, INC. entered into Underwriting Agreement with BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, and Wells Fargo Securities, LLC (effective 2024-03-14).","evidence_excerpt":"On March 14, 2024, the Company also entered into an underwriting agreement (the “Underwriting Agreement”) with BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, and Wells Fargo Securities, LLC, as representatives of the underwriters named therein.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"underwriting"},{"label":"Counterparty","value":"BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, and Wells Fargo Securities, LLC"},{"label":"Effective","value":"2024-03-14"}],"fact_type":"material_agreement"},{"claim_id":"c2aeeed10005f6fb671520cf67299f6501871b10","claim":"AFFILIATED MANAGERS GROUP, INC. entered into Fourth Supplemental Indenture with U.S. Bank National Association and U.S. Bank Trust Company, National Association valued at $450,000,000 aggregate principal amount (effective 2024-03-20).","evidence_excerpt":"On March 20, 2024, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $450,000,000 aggregate principal amount of the Company’s 6.750% Junior Subordinated Notes due 2064 (the “Initial Securities”), including $50,000,000 aggregate principal amount of the Company’s 6.750% Junior Subordinated Notes due 2064, pursuant to the underwriters’ option to purchase additional notes to cover over-allotments (together with the Initial Securities, the “Securities”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"notes offering"},{"label":"Counterparty","value":"U.S. Bank National Association and U.S. Bank Trust Company, National Association"},{"label":"Value","value":"$450,000,000 aggregate principal amount"},{"label":"Effective","value":"2024-03-20"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}