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AFFILIATED MANAGERS GROUP, INC. SEC Filings

MGRD NYSE

Welcome to our dedicated page for AFFILIATED MANAGERS GROUP SEC filings (Ticker: MGRD), 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on AFFILIATED MANAGERS GROUP's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into AFFILIATED MANAGERS GROUP's regulatory disclosures and financial reporting.

Rhea-AI Summary

Affiliated Managers Group director Ryan David Christopher sold shares in the company. On May 6, 2026, he completed an open-market sale of 3,402 shares of common stock at a weighted average price of $305.06 per share, with trades ranging from $303.54 to $307.71. After these transactions, he directly owned 1,092 shares.

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Affiliated Managers Group delivered strong Q1 2026 growth. Consolidated revenue rose to $544.9 million from $496.6 million, while net income increased to $146.4 million. Net income attributable to common shareholders climbed to $110.4 million, driving diluted EPS up to $3.84 from $2.20.

Assets under management reached $882 billion, up 24% year over year, with broad growth in private markets and liquid alternatives. Aggregate fees across all Affiliates increased 50% to $1,909.9 million, supported by higher performance-based fees. Equity method income nearly doubled to $147.4 million, reflecting strong results at Affiliates.

AMG closed minority investments in BBH Credit Partners, Garda, and HighBrook, further expanding private markets and credit exposure. Debt rose to $2,918.6 million, including $565.0 million drawn on the revolver, and cash declined to $376.1 million after a $514.6 million cash settlement of junior convertible securities and continued share repurchases.

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Rhea-AI Summary

AFFILIATED MANAGERS GROUP, INC. director Cates G. Staley reported an open-market purchase of Common Stock. Staley bought 1,500 shares at a price of $305.83 per share and now directly holds 6,405 shares following this transaction.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many AFFILIATED MANAGERS GROUP (MGRD) SEC filings are available on StockTitan?

StockTitan tracks 53 SEC filings for AFFILIATED MANAGERS GROUP (MGRD), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for AFFILIATED MANAGERS GROUP (MGRD)?

The most recent SEC filing for AFFILIATED MANAGERS GROUP (MGRD) was filed on May 8, 2026.