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.
Affiliated Managers Group filings document the company’s asset-management affiliate model, operating results, capital structure, and public-company governance. Its Form 8-K disclosures include quarterly and annual financial results, dividends, share repurchase authorizations, senior note issuance, redemptions of trust preferred securities, and changes involving directors or executive officers.
AMG’s proxy materials cover board elections, executive compensation, equity awards, shareholder voting matters, and governance practices. The filing record also identifies its NYSE-listed common stock and junior subordinated notes, alongside material agreements and exhibit disclosures that relate to the company’s financing and reporting obligations.
Morgan Stanley Smith Barney LLC filed a Form 144 notice reporting proposed sales of Common stock tied to restricted stock vesting under a registered plan. The filing lists multiple vesting dates and share quantities (e.g., 176, 171, 370, 317, 545, 956, 867), and identifies Morgan Stanley Smith Barney LLC as the broker.
Cates G. Staley reported acquisition or exercise transactions in this Form 4 filing.
Affiliated Managers Group director Cates G. Staley received an equity award of 172 stock units. The grant was recorded on May 1, 2026 and each stock unit represents a right to receive one share of the company’s common stock upon vesting.
The 172 stock units vest in full on August 15, 2027 and are held directly. Following this award, Staley holds 172 stock units in total. This is a compensation-related grant, not an open-market purchase or sale of shares.
Affiliated Managers Group reported strong first‑quarter 2026 results, with diluted EPS of $3.84 and Economic EPS of $8.23, a 58% year‑over‑year increase. Net income attributable to controlling interest rose to $110.4 million, and Adjusted EBITDA (controlling interest) increased to $317.3 million, up 39% year‑over‑year.
The company reached record assets under management of $882 billion and generated record positive net client cash flows of $22.5 billion, led by alternative strategies. AMG also repurchased approximately $186 million of common stock and declared a quarterly dividend of $0.01 per share, payable May 26, 2026 to stockholders of record on May 11, 2026.
Vanguard Capital Management reported beneficial ownership of 1,386,744 shares of Affiliated Managers Group Inc. common stock, representing 5.19% of the class as of 03/31/2026. The filing states Vanguard has sole voting power for 211,998 shares and sole dispositive power for 1,386,744 shares. The disclosure covers holdings managed by Vanguard Capital Management and affiliated investment divisions and was signed on 04/29/2026.
Affiliated Managers Group Inc Schedule 13G shows Vanguard Portfolio Management beneficially owned 1,368,430 shares of common stock, representing 5.12% as of 03/31/2026. The filing states Vanguard has sole dispositive power over 1,368,430 shares and sole voting power for 8,637 shares. The filing is signed on 04/28/2026.
AFFILIATED MANAGERS GROUP, INC. executive Cheerag B. Patel, Head of Affiliate Engagement, has filed a Form 3 showing his initial beneficial ownership in the company. The filing reports direct ownership of 39,659 shares of Common Stock as of the reported date, with no buy or sell transactions disclosed.
Affiliated Managers Group, Inc. (AMG) is asking stockholders to vote on directors, executive pay, and auditors at its 2026 annual meeting. The meeting is scheduled for May 27, 2026 in Prides Crossing, Massachusetts, with stockholders of record on April 6, 2026 entitled to vote one share per outstanding share of common stock, totaling 26,554,106 shares.
Seven directors are nominated, six of whom are independent, and the board uses annual, majority-vote elections with a non-executive independent chair. Stockholders will cast a non-binding advisory vote on executive compensation after 97% support in 2025, and will vote on ratifying PricewaterhouseCoopers LLP as independent auditor.
The proxy highlights AMG’s 2025 results, including Economic earnings per share of $26.05, up 22%, GAAP diluted EPS of $22.74, up 50%, and Adjusted EBITDA of $1,076.8 million, up 11%. AMG reports record $74 billion net inflows into alternative strategies, a roughly 9% share count reduction in 2025, and approximately $700 million returned to stockholders. The compensation program ties CEO pay to a formulaic scorecard; for 2025 a 134% performance score was capped so CEO total compensation did not exceed $17.5 million.
AFFILIATED MANAGERS GROUP, INC. director Cates G. Staley filed an initial Form 3 showing ownership of 4,905 shares of Common Stock held directly. This filing does not report a new purchase or sale; it simply discloses Staley’s existing beneficial holdings upon becoming a reporting insider.
Affiliated Managers Group Inc ownership filing: The Vanguard Group amended its Schedule 13G to report 0 shares beneficially owned and 0% of the class. The amendment states Vanguard implemented an internal realignment and certain subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
The filing is administrative and reflects disaggregation of holdings under the cited SEC release rather than an active purchase or sale.