Welcome to our dedicated page for Affiliated Managers Group SEC filings (Ticker: AMG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Affiliated Managers Group, Inc. (AMG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. AMG’s common stock trades on the New York Stock Exchange under the symbol AMG, and the company also has several series of junior subordinated notes listed on the NYSE, as reflected in its Form 8-K cover pages.
Investors can use this page to review current and historical filings such as Form 8-K reports, annual reports on Form 10-K, and quarterly reports on Form 10-Q when available. Recent 8-K filings illustrate how AMG reports material events, including quarterly financial and operating results, dividend declarations, and changes in its capital structure. For example, an 8-K dated December 11, 2025 describes the issuance and sale of $425,000,000 of 5.500% Senior Notes due 2036, outlining the terms of the notes, the governing indenture, and the intended use of proceeds. Another 8-K dated December 8, 2025 details a notice of redemption for AMG’s 5.15% Convertible Trust Preferred Securities due 2037 and explains that the contemplated refinancing is intended to simplify the company’s capital structure while maintaining a long-duration debt profile.
Other 8-K filings furnished by AMG cover results of operations and financial condition, including earnings press releases for specific quarters. These filings identify which portions of the earnings materials are deemed “filed” for purposes of the Exchange Act and incorporated by reference into Securities Act filings. They also disclose Board-authorized quarterly cash dividends on AMG’s common stock.
On Stock Titan, these filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand topics such as new debt issuances, redemption notices, earnings metrics, and dividend actions. Real-time updates from EDGAR ensure that new AMG filings, including 10-Ks, 10-Qs, and Form 4 insider transaction reports when available, are added promptly, while AI-generated overviews make it easier to interpret the implications of complex regulatory text.
Affiliated Managers Group president and COO Thomas M. Wojcik reported multiple share transactions around his employment termination. On March 5, 2026, previously reported equity awards vested and a March 2023 performance award settled, adding 7,272 common shares from stock units and a separate 10,619-share grant. To cover tax withholding on these vestings, 9,136 shares of common stock were automatically surrendered to the company. On March 6, 2026, in connection with his termination and the cancellation of all then-outstanding unvested awards, he executed an open‑market sale of 8,000 common shares at a weighted average price of $286.30, leaving 159,465 common shares directly owned.
Affiliated Managers Group General Counsel Kavita Padiyar reported a mix of stock transactions. On March 9, 2026, she sold 2,200 shares of common stock in an open-market transaction at a weighted average price of
On March 5, 2026, previously reported stock unit awards vested and were converted into 2,288 shares of common stock, and she received additional grants of 2,426 common shares and 1,191 stock units. A portion of shares (2,282) was automatically surrendered to the company to satisfy tax withholding obligations. The new award issued under the 2020 Equity Incentive Plan vests in four equal installments on March 5 of 2027, 2028, 2029, and 2030.
AFFILIATED MANAGERS GROUP, INC. Chief Executive Officer Jay C. Horgen reported multiple equity compensation transactions on March 5, 2026. Previously granted stock units vested and were exercised, converting 17,563 stock units into 17,563 shares of common stock at a stated price of $0.00 per share.
Horgen also received new awards of 8,544 stock units and a separate grant of 27,260 shares of common stock, both at a stated price of $0.00, reflecting equity incentives under company plans. To satisfy tax withholding obligations tied to these vestings, 18,333 shares of common stock were automatically surrendered to the company at $299.18 per share.
After these transactions, Horgen directly owned 336,877 shares of common stock and held additional indirect positions of 34,058 shares through family trusts and 200,000 shares through a grantor retained annuity trust, as disclosed in the filing footnotes.
Affiliated Managers Group Chief Financial Officer Dava Ritchea reported equity compensation-related transactions on March 5, 2026. A previously reported stock unit award vested, converting 601 Stock Units into 601 shares of Common Stock at no cash exercise price.
To cover tax withholding obligations from this vesting, 292 shares of Common Stock were automatically surrendered to the company at $299.18 per share, leaving 309 Common shares directly owned after the tax withholding disposition. Following the conversion, Ritchea directly owned 1,804 Stock Units.
Ritchea also received a new grant of 1,667 Stock Units, issued under the company’s 2020 Equity Incentive Plan. This award vests in four equal installments on March 5 of each year from 2027 through 2030, aligning compensation with multi-year company performance.
AFFILIATED MANAGERS GROUP, INC. director Karen L. Alvingham reported equity compensation activity involving stock units and common stock. On March 5, 2026, 867 stock units vested and converted into 867 shares of common stock as part of previously reported awards that vest from 2023 to 2026.
She also received new grants of 171 stock units that vest in full on March 5, 2027, and 98 deferred stock units tied to cash fees she elected to defer under the company’s deferred compensation plan. Each stock or deferred stock unit represents one share of common stock at settlement.
In a related move, 67 shares of common stock were automatically surrendered to the company at $299.18 per share to satisfy tax withholding obligations tied to the vesting, rather than an open-market sale.
AFFILIATED MANAGERS GROUP, INC. director Ryan David Christopher reported equity-based compensation activity. He exercised previously awarded stock units for 867 shares of common stock at a reported price of $0.0000 per share, bringing his directly held common stock to 4,494 shares.
He also acquired 867 stock units through this exercise, increasing his directly held stock units to 3,850, and received a new grant of 335 stock units. The filing notes these awards vest over 2023–2027, and that the 335 newly granted stock units vest in full on March 5, 2027, with each unit representing one share of common stock upon vesting.
AFFILIATED MANAGERS GROUP, INC. director Loren M. Starr reported equity-related acquisitions on March 5, 2026. Previously reported stock unit awards partially vested, resulting in 652 stock units converting into 652 shares of common stock at a price of $0.0000 per share. He also received new grants of 503 stock units, which vest in full on March 5, 2027, and 257 deferred stock units linked to deferred cash fees under the company’s compensation plan.
Affiliated Managers Group, Inc. director Marcy Engel reported receiving a grant of stock-based compensation. She acquired 335 stock units on March 5, 2026. Each stock unit represents a right to receive one share of the company’s common stock, and the units vest in full on March 5, 2027.
Affiliated Managers Group director Felix V. Matos Rodriguez increased his equity stake through vesting and new awards. He exercised 867 stock units into 867 shares of common stock at a price of
On the same date, 867 stock units vested from previously reported awards that vest from
Affiliated Managers Group director Tracy P. Palandjian reported equity compensation and related conversions. She received a grant of 335 stock units, which vest in full on March 5, 2027, with each unit representing the right to receive one share of common stock upon vesting.
She also exercised 867 stock units, resulting in ownership of 15,254 shares of common stock directly and 1,970 stock units, inclusive of previously reported deferred stock units. The filing notes that these transactions reflect the vesting of previously reported awards that vest from 2023 to 2027.