Source-grounded facts extracted from AFFILIATED MANAGERS GROUP, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
AFFILIATED MANAGERS GROUP, INC. incurred revolving credit of $1.25 billion with Bank of America, N.A. maturing June 9, 2031.
“On June 9, 2026, Affiliated Managers Group, Inc. (the “Company”) entered into a Fourth Amended and Restated Credit Agreement (the “Revolving Credit Agreement”), providing for a $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031”
AFFILIATED MANAGERS GROUP, INC. entered into Fourth Amended and Restated Credit Agreement with Bank of America, N.A. valued at $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031 (effective 2026-06-09).
“On June 9, 2026, Affiliated Managers Group, Inc. (the “Company”) entered into a Fourth Amended and Restated Credit Agreement (the “Revolving Credit Agreement”), providing for a $1.25 billion senior unsecured multicurrency revolving credit facility maturing on June 9, 2031, 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, which amended and restated the Company’s existing Third Amended and Restated Credit Agreement, dated as of November 15, 2024.”
AFFILIATED MANAGERS GROUP, INC. shareholders approved Ratification of the Selection of PricewaterhouseCoopers LLP as the Company’s Independent Registered Public Accounting Firm for the Current Fiscal Year at the 2026-05-27 meeting.
“The stockholders voted to ratify the selection of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the current fiscal year.”
AFFILIATED MANAGERS GROUP, INC. shareholders approved Non-Binding Advisory Vote on Executive Compensation at the 2026-05-27 meeting.
“The stockholders voted to approve, by a non-binding advisory vote, the compensation of the Company’s named executive officers by the affirmative vote of 98% of the votes cast.”
AFFILIATED MANAGERS GROUP, INC. shareholders approved Election of Directors at the 2026-05-27 meeting.
“The stockholders elected the following individuals to serve as directors until the 2027 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified.”
AFFILIATED MANAGERS GROUP, INC. reported the quarter ended March 31, 2026 results: net income Net income (controlling interest) of $110.4 million, EPS Diluted EPS of $3.84, Economic EPS of $8.23.
“AUM of $882 billion and record positive net client cash flows of more than $22 billion driven by ongoing momentum in alternative strategies Net income (controlling interest) of $110 million, Economic net income (controlling interest) of $225 million Economic EPS of $8.23 increased 58% year-over-year, driven by strong organic growth and disciplined capital allocation”
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).
“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””
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).
“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.”
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.
“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”).”
Jay C. Horgen changed role as Chief Executive Officer at AFFILIATED MANAGERS GROUP, INC..
“Jay C. Horgen, previously President and Chief Executive Officer, will continue as Chief Executive Officer of the Company.”
Thomas M. Wojcik was appointed as President and Chief Operating Officer at AFFILIATED MANAGERS GROUP, INC..
“On June 3, 2025, Thomas M. Wojcik was appointed President of Affiliated Managers Group, Inc. (the “Company”).”
Dwight D. Churchill was named as Chair of the Board at AFFILIATED MANAGERS GROUP, INC..
““On behalf of our Board and AMG’s management team, we thank Reuben for his distinguished service and strategic insights,” stated Dwight D. Churchill, who has been named Chair of the Board.”
Reuben Jeffery III retired as Director at AFFILIATED MANAGERS GROUP, INC..
“On January 30, 2025, Reuben Jeffery III notified Affiliated Managers Group, Inc. (“AMG”) of his decision to retire from the Board of Directors (the “Board”), effective immediately.”
Rizwan M. Jamal changed role as Head of Affiliate Investments at AFFILIATED MANAGERS GROUP, INC..
“Affiliated Managers Group, Inc. (the “Company”) announced that Rizwan M. Jamal has given notice of his intention to retire, and will step down as Head of Affiliate Investments effective January 3, 2025. Mr. Jamal will remain with the Company as Managing Director, Affiliate Partnerships.”
AFFILIATED MANAGERS GROUP, INC. reported the first quarter of 2024 results: net income Net income (controlling interest) $ 149.8, EPS Earnings per share (diluted) 4.14.
“On May 6, 2024, Affiliated Managers Group, Inc. (the “Company”) issued a press release setting forth its financial and operating results for the quarter ended March 31, 2024.”
Dava E. Ritchea was appointed as Chief Financial Officer at AFFILIATED MANAGERS GROUP, INC..
“The Company today also announced the appointment of Dava E. Ritchea as its next Chief Financial Officer, succeeding Mr. Wojcik, the Company’s current Chief Financial Officer, effective April 1, 2024.”
Thomas M. Wojcik was appointed as Chief Operating Officer at AFFILIATED MANAGERS GROUP, INC..
“the Company today announced the appointment of Thomas M. Wojcik as Chief Operating Officer of the Company, effective April 1, 2024.”
AFFILIATED MANAGERS GROUP, INC. incurred senior notes of $450,000,000 at 6.750% maturing March 30, 2064.
“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”
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).
“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.”
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).
“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”).”
AFFILIATED MANAGERS GROUP, INC. reported financial results for the quarter and year ended December 31, 2023.
“On February 5, 2024, Affiliated Managers Group, Inc. (the “Company”) issued a press release setting forth its financial and operating results for the quarter and year ended December 31, 2023.”
Loren M. Starr was appointed as Director at AFFILIATED MANAGERS GROUP, INC..
“On September 25, 2023, Affiliated Managers Group, Inc. (the “Company”) announced the appointment of Loren M. Starr to its Board of Directors, as an additional independent director, effective immediately.”
AFFILIATED MANAGERS GROUP, INC. reported financial results for the quarter ended June 30, 2023.
“On July 26, 2023, Affiliated Managers Group, Inc. (the “Company”) issued a press release setting forth its financial and operating results for the quarter ended June 30, 2023.”
AFFILIATED MANAGERS GROUP, INC. shareholders approved Ratification of the Selection of PricewaterhouseCoopers LLP as the Company’s Independent Registered Public Accounting Firm for the Current Fiscal Year at the 2023-05-25 meeting.
“The stockholders voted to ratify the selection of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the current fiscal year. The proposal was approved by the stockholders by the affirmative vote of 91% of the votes cast.”
AFFILIATED MANAGERS GROUP, INC. shareholders approved Non-Binding Advisory Vote on Frequency of Executive Compensation Advisory Votes at the 2023-05-25 meeting.
“The one-year option was approved, on a non-binding advisory basis, by the stockholders by the affirmative vote of 95% of the votes cast.”
AFFILIATED MANAGERS GROUP, INC. shareholders approved Non-Binding Advisory Vote on Executive Compensation at the 2023-05-25 meeting.
“The stockholders voted to approve, by a non-binding advisory vote, the compensation of the Company’s named executive officers by the affirmative vote of 98% of the votes cast.”
AFFILIATED MANAGERS GROUP, INC. shareholders approved Election of Directors at the 2023-05-25 meeting.
“The stockholders elected the following individuals to serve as directors until the 2024 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified. Each nominee was approved by the stockholders by the affirmative vote of at least 96% of the votes cast.”
AFFILIATED MANAGERS GROUP, INC. reported financial results for the quarter ended March 31, 2023.
“On May 1, 2023, Affiliated Managers Group, Inc. (the “Company”) issued a press release setting forth its financial and operating results for the quarter ended March 31, 2023.”
David M. Billings retired as General Counsel at AFFILIATED MANAGERS GROUP, INC..
“David M. Billings has given notice of his intention to retire, and will step down as General Counsel effective December 31, 2022.”
AFFILIATED MANAGERS GROUP, INC. amended term loan with Bank of America, N.A., as administrative agent at Term SOFR-based rate.
“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.”
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.
“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.”
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).
“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”
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).
“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”
AFFILIATED MANAGERS GROUP, INC. reported financial results for the quarter ended September 30, 2022.
“On November 7, 2022, Affiliated Managers Group, Inc. (the “Company”) issued a press release setting forth its financial and operating results for the quarter ended September 30, 2022.”
David C. Ryan was appointed as Director at AFFILIATED MANAGERS GROUP, INC..
“On July 21, 2021, Affiliated Managers Group, Inc. (the “Company” or “AMG”) announced the appointment of David C. Ryan to its Board of Directors, as an additional independent director, effective immediately.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.