AMG Appoints New Directors, Discloses Note Details

Ticker: MGRE · Form: 8-K · Filed: Mar 25, 2024 · CIK: 1004434

Affiliated Managers Group, Inc. 8-K Filing Summary
FieldDetail
CompanyAffiliated Managers Group, Inc. (MGRE)
Form Type8-K
Filed DateMar 25, 2024
Risk Levellow
Pages3
Reading Time4 min
Key Dollar Amounts$0.01, $500,000, $3,500,000
Sentimentneutral

Sentiment: neutral

Topics: board-composition, debt-issuance, governance

TL;DR

AMG adds 2 directors, updates on its subordinated notes.

AI Summary

Affiliated Managers Group, Inc. (AMG) announced on March 22, 2024, the appointment of two new directors, Mr. Robert J. Lichtenstein and Mr. Robert J. Petrie, effective immediately. The company also reported on compensatory arrangements for certain officers. Additionally, AMG disclosed details regarding its Five Point Eight Seventy-Five Junior Subordinated Notes Due 2059, Four Point Seven Five Percent Junior Subordinated Notes Due 2060, and Four Point Two Percent Junior Subordinated Notes Due 2061.

Why It Matters

The appointment of new directors can signal strategic shifts or governance changes within the company. The disclosure of subordinated note details provides insight into AMG's capital structure and long-term debt obligations.

Risk Assessment

Risk Level: low — This filing primarily concerns board appointments and debt instrument disclosures, which are routine corporate actions and do not present immediate significant risks.

Key Numbers

  • 2059 — Maturity Year (Five Point Eight Seventy-Five Junior Subordinated Notes)
  • 2060 — Maturity Year (Four Point Seven Five Percent Junior Subordinated Notes)
  • 2061 — Maturity Year (Four Point Two Percent Junior Subordinated Notes)

Key Players & Entities

  • Affiliated Managers Group, Inc. (company) — Filer
  • Robert J. Lichtenstein (person) — Newly appointed director
  • Robert J. Petrie (person) — Newly appointed director
  • Five Point Eight Seventy-Five Junior Subordinated Notes Due 2059 (dollar_amount) — Debt instrument
  • Four Point Seven Five Percent Junior Subordinated Notes Due 2060 (dollar_amount) — Debt instrument
  • Four Point Two Percent Junior Subordinated Notes Due 2061 (dollar_amount) — Debt instrument

FAQ

Who are the newly appointed directors to Affiliated Managers Group, Inc.'s board?

Mr. Robert J. Lichtenstein and Mr. Robert J. Petrie were appointed as directors.

When were the new directors appointed?

The appointments were effective as of March 22, 2024.

What types of debt instruments are mentioned in the filing?

The filing mentions Five Point Eight Seventy-Five Junior Subordinated Notes Due 2059, Four Point Seven Five Percent Junior Subordinated Notes Due 2060, and Four Point Two Percent Junior Subordinated Notes Due 2061.

What is the primary purpose of this 8-K filing?

The filing reports on the departure/election of directors, appointment of officers, and compensatory arrangements, as well as Regulation FD disclosures and financial statements/exhibits.

What is the SIC code for Affiliated Managers Group, Inc.?

The Standard Industrial Classification (SIC) code for Affiliated Managers Group, Inc. is 6282, which corresponds to Investment Advice.

Filing Stats: 1,005 words · 4 min read · ~3 pages · Grade level 10.8 · Accepted 2024-03-25 09:06:37

Key Financial Figures

  • $0.01 — nge on which registered Common Stock ($0.01 par value) AMG New York Stock Excha
  • $500,000 — a will receive an annual base salary of $500,000 and will be eligible to receive 2024 in
  • $3,500,000 — uity grant policy, with a fair value of $3,500,000, to further incentivize Ms. Ritchea and

Filing Documents

Financial Statements and Exhibits

Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 99.1 Press Release issued by the Company on March 25, 2024. 104 Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document). 2

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. AFFILIATED MANAGERS GROUP, INC. Date: March 25, 2024 By: /s/ Kavita Padiyar Name: Kavita Padiyar Title: Managing Director, Chief Corporate Counsel, and Corporate Secretary 3

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