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Morgan Stanley Smith Barney LLC submitted a Form 144 reporting an intended sale of 2,200 shares of AMG common stock tied to restricted stock vesting under a registered plan. The record lists the vesting/sale date as 03/05/2026 and the filing reference date as 03/09/2026.
Affiliated Managers Group reporting a Form 144 notice of securities to be sold by an affiliate; the filing lists multiple stock awards by grant date and shows a reported sale of 8,000 shares of common stock on 03/06/2026 for $2,290,383.20.
The filing names Thomas Wojcik (Affiliated Managers Group address) as the seller and lists award lots from 08/15/2021 through 03/05/2025 as identified stock awards.
AMG reported a disposition of 8,000 common shares via Morgan Stanley Smith Barney LLC. The shares are described as restricted stock vesting under a registered plan and are tied to a 03/05/2026 vesting event. The Form 144 lists an aggregate value of $2,290,383.20.
Affiliated Managers Group Inc received an amended Schedule 13G/A filing from The Vanguard Group reporting beneficial ownership of 2,723,566 shares of common stock, equal to 10.2% of the class. The filing notes shared voting power of 218,781 shares and shared dispositive power of 2,723,566 shares.
The filing discloses an internal realignment at The Vanguard Group, Inc. effective 01/12/2026, after which certain subsidiaries or business divisions may report beneficial ownership separately.
Affiliated Managers Group, Inc. appointed G. Staley Cates to its Board of Directors as an independent director, effective April 1, 2026. Cates spent decades at Southeastern Asset Management, including roles as President and Vice Chairman, and holds a Chartered Financial Analyst designation.
The filing also notes that Karen L. Alvingham will retire from the Board effective April 1, 2026, and that Jay C. Horgen has been re-appointed as President, while continuing to serve as Chief Executive Officer. AMG reports approximately $813 billion in assets under management as of December 31, 2025, across a range of investment strategies.
Affiliated Managers Group, Inc. (AMG) is a global partner to independent investment firms, holding meaningful equity stakes in “Affiliates” while leaving them operationally autonomous. As of December 31, 2025, Affiliates managed approximately $813 billion across private markets, liquid alternatives, and differentiated long-only strategies.
Private markets assets were about $146 billion and liquid alternatives $227 billion, with the balance in equities, multi-asset, and fixed income. AMG’s model uses structured partnership interests to share in Affiliate revenues and, in some cases, expenses, creating exposure to market cycles, fee pressure, performance variability, and key-person risk.
At June 30, 2025, non‑affiliate equity market value was $5.44 billion, and there were 26.68 million common shares outstanding on February 12, 2026. AMG reports $2.7 billion of debt, significant intangibles of $4.2 billion, equity-method investments of $2.9 billion, and unfunded GP/seed commitments of $285 million, alongside substantial regulatory, reputational, and operational risk factors.
Affiliated Managers Group, Inc. received an updated ownership report showing that Clarkston Capital Partners, LLC and related entities collectively report beneficial ownership of 904,119 shares of Common Stock. This represents 3.21% of the company’s outstanding shares, based on 28,128,908 shares outstanding as of November 4, 2025.
The shares are held in accounts of Clarkston Capital’s discretionary clients or an account over which a control person has beneficial ownership. Clarkston Capital and the individual reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Affiliated Managers Group.
Affiliated Managers Group reported very strong 2025 results, with diluted EPS of $22.74 and Economic EPS of $26.05, as well as net client cash inflows of $28.7 billion and year-end assets under management of about $813 billion.
Economic EPS rose 22% year-over-year, helped by organic growth and higher equity-method income, while Adjusted EBITDA (controlling interest) increased to $1.08 billion. The business saw approximately $29 billion of net inflows, including $24 billion raised by private markets Affiliates and record $51 billion net inflows into liquid alternatives.
The company deployed capital aggressively, repurchasing about $700 million of stock, or roughly 11% of shares outstanding in 2025, refinancing junior convertible securities with $425 million of senior notes due 2036, and adding a new authorization to repurchase up to 4.2 million additional shares, for about 6 million total authorized. The Board also declared a $0.01 quarterly dividend payable March 9, 2026.
Affiliated Managers Group reported that Thomas M. Wojcik will step down as President and Chief Operating Officer effective March 6, 2026. His responsibilities will be reassigned to other senior leaders, rather than filled by a single replacement role.
In connection with his departure and continued service through the Departure Date, Wojcik is scheduled to receive $5,025,000 in cash payments in 2026, contingent on signing and re-signing a separation and release agreement covering non-competition, non-solicitation, confidentiality, and related terms. If he satisfactorily fulfills ongoing obligations to the company through early 2027, including limits on competitive activity, he will receive an additional $11,050,000 cash payment in the first quarter of 2027.
Wojcik will forgo any long-term or short-term incentive compensation for performance years 2025 and 2026, and all of his unvested equity awards will be cancelled on the Departure Date, meaning he will not retain future equity-based upside from those awards.
Affiliated Managers Group, Inc. reported an insider stock gift by its Chief Executive Officer and director. On 12/23/2025, the reporting person transferred 4,000 shares of AMG common stock as a gift, coded as transaction type "G," which the explanation notes was a gift to a charitable donor advised fund. The form also indicates that the reporting person serves as both Chief Executive Officer and a director of the company.
After this transaction, the reporting person beneficially owned 510,387 shares of AMG common stock directly and 34,058 shares indirectly through family trusts. The filing is made as a Form 4 for one reporting person and reflects a personal gifting transaction rather than an open-market purchase or sale.