{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-316053","form_type":"8-K","ticker":"AMG","cik":"0001004434","company_name":"AFFILIATED MANAGERS GROUP, INC.","filed_at":"2025-12-11T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.471202+00:00","generated_at":"2026-05-16T13:27:16.442871+00:00","sec_items":["1.01","2.03","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"AMG issues $425M of 5.500% Senior Notes due 2036 to refinance trust preferred","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-316053","json":"https://secwatch.observer/filing/0001193125-25-316053.json","markdown":"https://secwatch.observer/filing/0001193125-25-316053.md","text":"https://secwatch.observer/filing/0001193125-25-316053.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/0001193125-25-316053-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/d933301d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T13:27:16.442871+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":"14c1249d57316c6331890fea0904e9098385946f","claim":"AFFILIATED MANAGERS GROUP, INC. incurred senior notes of $425,000,000 aggregate principal amount with U.S. Bank National Association and U.S. Bank Trust Company, National Association at 5.500% per year maturing February 15, 2036.","evidence_excerpt":"On December 11, 2025, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $425,000,000 aggregate principal amount of the Company’s 5.500% Senior Notes due 2036 (the “Securities”).","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/0001193125-25-316053-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"senior notes"},{"label":"Principal","value":"$425,000,000 aggregate principal amount"},{"label":"Counterparty","value":"U.S. Bank National Association and U.S. Bank Trust Company, National Association"},{"label":"Rate","value":"5.500% per year"},{"label":"Maturity","value":"February 15, 2036"},{"label":"Event","value":"incurrence"}],"fact_type":"debt_financing"},{"claim_id":"03f6512dc91691b2a86072147305e111e769a593","claim":"AFFILIATED MANAGERS GROUP, INC. amended Third Supplemental Indenture with U.S. Bank National Association and U.S. Bank Trust Company, National Association valued at $425,000,000 (effective 2025-12-11).","evidence_excerpt":"On December 11, 2025, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $425,000,000 aggregate principal amount of the Company’s 5.500% Senior Notes due 2036 (the “Securities”). The Securities were issued pursuant to a senior notes indenture, dated as of June 5, 2020 (the “Base Indenture”), as supplemented by the third supplemental indenture thereto, dated as of December 11, 2025 (the “Third Supplemental Indenture”","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/0001193125-25-316053-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Agreement","value":"notes offering"},{"label":"Counterparty","value":"U.S. Bank National Association and U.S. Bank Trust Company, National Association"},{"label":"Value","value":"$425,000,000"},{"label":"Effective","value":"2025-12-11"}],"fact_type":"material_agreement"},{"claim_id":"62959a62c07c6fc52147b51e58f0e3524bacdee3","claim":"AFFILIATED MANAGERS GROUP, INC. entered into Underwriting Agreement with BofA Securities, Inc., Citigroup Global Markets Inc. and Wells Fargo Securities, LLC (effective 2025-12-08).","evidence_excerpt":"On December 8, 2025, the Company also entered into an underwriting agreement (the “Underwriting Agreement”) with BofA Securities, Inc., Citigroup Global Markets Inc. 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/1004434/000119312525316053/0001193125-25-316053-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"underwriting"},{"label":"Counterparty","value":"BofA Securities, Inc., Citigroup Global Markets Inc. and Wells Fargo Securities, LLC"},{"label":"Effective","value":"2025-12-08"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}