42 unchanged sentences
001-13459), filed February 23, 2018)
−Removed: 4.2 Amended and Restated Declaration of Trust of AMG Capital Trust II, dated as of October 17, 2007, by and among Affiliated Managers Group, Inc., U.S.
+Added: 4.2 Amended and Restated Declaration of Trust of AMG Capital Trust II, dated as of October 17, 2007, by and among th e Company , U.S.
Bank National Association, successor in interest to Bank of America National Trust Delaware, successor by merger to LaSalle National Trust Delaware, as Delaware Trustee, U.S.
1 unchanged sentence
001-13459), filed October 18, 2007)
−Removed: 4.3 Indenture, dated as of October 17, 2007, by and between Affiliated Managers Group, Inc.
+Added: 4.3 Indenture, dated as of October 17, 2007, by and between the Company and U.S.
Bank National Association, successor in interest to Bank of America, N.A., successor by merger to LaSalle Bank National Association, as Debenture Trustee (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed October 18, 2007)
−Removed: 4.4 First Supplemental Indenture, dated as of January 10, 2014, by and between Affiliated Managers Group, Inc.
+Added: 4.4 First Supplemental Indenture, dated as of January 10, 2014, by and between the Company and U.S.
Bank National Association, successor in interest to Bank of America, N.A., successor by merger to LaSalle Bank National Association, as Debenture Trustee (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2013 (No.
001-13459), filed February 27, 2014)
−Removed: 4.5 Guarantee Agreement, dated as of October 17, 2007, by and between Affiliated Managers Group, Inc.
+Added: 4.5 Guarantee Agreement, dated as of October 17, 2007, by and between the Company and U.S.
Bank National Association, successor in interest to Bank of America, N.A., successor by merger to LaSalle Bank National Association, as Guarantee Trustee (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed October 18, 2007)
−Removed: 4.6 Indenture, dated as of February 11, 2014, by and between Affiliated Managers Group, Inc.
+Added: 4.6 Indenture, dated as of February 11, 2014, by and between the Company and U.S.
Bank National Association, as Trustee (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed February 11, 2014)
−Removed: 4.7 Supplemental Indenture related to the 4.250% Senior Notes due 2024, dated as of February 11, 2014, by and between Affiliated Managers Group, Inc.
−Removed: Bank National Association, as Trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
−Removed: 001-13459), filed February 11, 2014)
−Removed: 4.8 Second Supplemental Indenture related to the 3.500% Senior Notes due 2025, dated as of February 13, 2015, by and between Affiliated Managers Group, Inc.
+Added: 4.7 Second Supplemental Indenture related to the 3.500% Senior Notes due 2025, dated as of February 13, 2015, by and between the Company and U.S.
Bank National Association, as Trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed February 13, 2015)
−Removed: 4.9 Indenture, dated as of March 27, 2019, by and between Affiliated Managers Group, Inc., as issuer, and U.S.
+Added: 4.8 Indenture f or Junior Subordinated Notes , dated as of March 27, 2019, by and between the Company , as issuer, and U.S.
Bank National Association, as trustee (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed March 27, 2019)
−Removed: 4.10 First Supplemental Indenture related to the 5.875% Junior Subordinated Notes due 2059, dated as of March 27, 2019, between Affiliated Managers Group, Inc., as issuer, and U.S.
+Added: 4.9 First Supplemental Indenture related to the 5.875% Junior Subordinated Notes due 2059, dated as of March 27, 2019, between the Company , as issuer, and U.S.
Bank National Association, as trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed March 27, 2019)
−Removed: 4.11 Second Supplemental Indenture related to the 4.750% Junior Subordinated Notes due 2060, dated as of September 23, 2020, between Affiliated Managers Group, Inc., as issuer, and U.S.
+Added: 4.10 Second Supplemental Indenture related to the 4.750% Junior Subordinated Notes due 2060, dated as of September 23, 2020, between the Com pany , as issuer, and U.S.
Bank National Association, as trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company's Current Report on Form 8-K (No.
001-13459), filed September 23, 2020)
−Removed: 4.12 Third Supplemental Indenture, dated as of July 13, 2021, between Affiliated Managers Group, Inc., as issuer, and U.S.
+Added: 4.11 Third Supplemental Indenture, dated as of July 13, 2021, between the Company , as issuer, and U.S.
Bank National Association, as trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed July 13, 2021)
−Removed: 4.13 Indenture for Senior Notes between Affiliated Managers Group, Inc., as issuer, and U.S.
+Added: 4.12 Indenture for Senior Notes between the Company , as issuer, and U.S.
Bank National Association, as trustee, dated as of June 5, 2020 (incorporated by reference to the Company's Current Report on Form 8-K (No.
001-13459), filed June 5, 2020)
−Removed: 4.14 First Supplemental Indenture related to the 3.300% Senior Notes due 2030, dated as of June 5, 2020, between Affiliated Managers Group, Inc., as issuer, and U.S.
+Added: 4.13 First Supplemental Indenture related to the 3.300% Senior Notes due 2030, dated as of June 5, 2020, between the Company , as issuer, and U.S.
Bank National Association, as trustee, including the form of Global Note attached as Annex A thereto (incorporated by reference to the Company's Current Report on Form 8-K (No.
2 unchanged sentences
001-13459), filed February 18, 2022)
−Removed: 10.1† Affiliated Managers Group, Inc.
−Removed: Defined Contribution Plan (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 1999 (No.
+Added: 10.1† Defined Contribution Plan of the Company (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 1999 (No.
001-13459), filed March 30, 2000)
−Removed: 10.2† Affiliated Managers Group, Inc.
−Removed: Executive Incentive Plan (incorporated by reference to the Company’s Proxy Statement on Schedule 14A (No.
+Added: 10.2† Executive Incentive Plan of the Company (incorporated by reference to the Company’s Proxy Statement on Schedule 14A (No.
001-13459), filed April 29, 2015)
−Removed: 10.3† Affiliated Managers Group, Inc.
−Removed: Amended and Restated 1997 Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
−Removed: 001-13459), filed May 10, 2004)
−Removed: 10.4† Amendment No.
−Removed: 1 to Affiliated Managers Group, Inc.
−Removed: 1997 Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
−Removed: 001-13459), filed July 31, 2020)
−Removed: 10.5† Affiliated Managers Group, Inc.
−Removed: Amended and Restated 2002 Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
+Added: 10.3† Amended and Restated 1997 Stock Option and Incentive Plan of the Company (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
001-13459), filed May 10, 2004)
10.4† Amendment No.
−Removed: 1 to Affiliated Managers Group, Inc.
−Removed: 2002 Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
−Removed: 001-13459), filed July 31, 2020)
−Removed: 10.7† Affiliated Managers Group, Inc.
−Removed: 2006 Stock Option and Incentive Plan (incorporated by reference to the Company’s Proxy Statement on Schedule 14A (No.
−Removed: 001-13459), filed April 28, 2006)
−Removed: 10.8† Amendment No.
−Removed: 1 to Affiliated Managers Group, Inc.
−Removed: 2006 Stock Option and Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No.
+Added: 1 to the Company ’ s 1997 Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
001-13459), filed July 31, 2020)
−Removed: 10.9† Affiliated Managers Group, Inc.
−Removed: Amended and Restated Long-Term Stock and Investment Plan (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2013 (No.
+Added: 10.5† Amended and Restated Long-Term Stock and Investment Plan of the Company (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2013 (No.
001-13459), filed February 27, 2014)
−Removed: 10.10† Affiliated Managers Group, Inc.
−Removed: Executive Retention Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
+Added: 10.6† Executive Retention Plan of the Company (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
001-13459), filed November 9, 2005)
−Removed: 10.11† Affiliated Managers Group, Inc.
−Removed: Deferred Compensation Plan (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2008 (No.
+Added: 10.7† Deferred Compensation Plan of the Company (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2008 (No.
001-13459), filed March 2, 2009)
−Removed: 10.12† Affiliated Managers Group, Inc.
−Removed: 2011 Stock Option and Incentive Plan (incorporated by reference to the Company’s Proxy Statement on Schedule 14A (No.
+Added: 10.8† 2011 Stock Option and Incentive Plan of the Company (incorporated by reference to the Company’s Proxy Statement on Schedule 14A (No.
001-13459), filed April 19, 2011)
10.9† Amendment No.
−Removed: 1 to Affiliated Managers Group, Inc.
−Removed: 2011 Stock Option and Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No.
+Added: 1 to the Company ’ s 2011 Stock Option and Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No.
001-13459), filed July 31, 2020)
−Removed: 10.14† Affiliated Managers Group, Inc.
−Removed: 2013 Incentive Stock Award Plan (incorporated by reference to the Company’s Proxy Statement on Schedule 14A (No.
+Added: 10.10† 2013 Incentive Stock Award Plan of the Company (incorporated by reference to the Company’s Proxy Statement on Schedule 14A (No.
001-13459), filed April 30, 2013)
10.11† Amendment No.
−Removed: 1 to Affiliated Managers Group, Inc.
−Removed: 2013 Incentive Stock Award Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
+Added: 1 to the Company ’ s 2013 Incentive Stock Award Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
001-13459), filed February 28, 2020)
−Removed: 10.16† Affiliated Managers Group, Inc.
−Removed: 2020 Equity Incentive Plan (incorporated by reference to the Company’s Registration Statement on Form S-8 (No.
+Added: 10.12† 2020 Equity Incentive Plan of the Company (incorporated by reference to the Company’s Registration Statement on Form S-8 (No.
333-240091), filed July 24, 2020)
−Removed: 10.17† Form of Restricted Stock Unit Award Agreement pursuant to Affiliated Managers Group, Inc.
−Removed: 2013 Incentive Stock Award Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
+Added: 10.13† Form of Restricted Stock Unit Award Agreement pursuant to the Co mp any ’ s 2013 Incentive Stock Award Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
001-13459), filed February 28, 2020)
−Removed: 10.18† Form of Stock Option Agreement pursuant to Affiliated Managers Group, Inc.
−Removed: Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
−Removed: 001-13459), filed July 31, 2020)
−Removed: 10.19† Form of Restricted Stock Unit Award Agreement pursuant to Affiliated Managers Group, Inc.
−Removed: 2002 Stock Option Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
+Added: 10.14† Form of Stock Option Agreement pursuant to the Company ’ s Stock Option and Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
001-13459), filed July 31, 2020)
−Removed: 10.20† Form of Award Agreement pursuant to Affiliated Managers Group, Inc.
−Removed: Incentive Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
+Added: 10.15† Form of Award Agreement pursuant to the Company ’ s Incentive Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
001-13459), filed February 28, 2020)
−Removed: 10.21† Form of Award Agreement pursuant to Affiliated Managers Group, Inc.
−Removed: Deferred Compensation Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
+Added: 10.16† Form of Award Agreement pursuant to the Company ’ s Deferred Compensation Plan (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
001-13459), filed February 28, 2020)
−Removed: 10.22† Form of Affiliated Managers Group, Inc.
−Removed: Award Agreement (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2013 (No.
+Added: 10.17† Form of Company ’ s Award Agreement (incorporated by reference to the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2013 (No.
001-13459), filed February 27, 2014)
−Removed: 10.23† Form of Restricted Stock Unit Award Agreement pursuant to Affiliated Managers Group, Inc.
−Removed: 2020 Equity Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
−Removed: 001-13459), filed May 7, 2021)
−Removed: 10.24† Form of Restricted Stock Unit Award Agreement for Directors pursuant to Affiliated Managers Group, Inc.
−Removed: 2020 Equity Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No.
−Removed: 001-13459), filed July 31, 2020)
−Removed: 10.25† Form of Stock Option Award Agreement pursuant to Affiliated Managers Group, Inc.
−Removed: 2020 Equity Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
+Added: 10.18† Form of Restricted Stock Unit Award Agreement pursuant to the Company’s 2020 Equity Incentive Plan (incorporated by reference to the Company’s Quarterly Report on Form 10-Q (No.
001-13459), filed May 7, 2021)
−Removed: 10.26† Form of Stock Option Award Agreement for Directors pursuant to Affiliated Managers Group, Inc.
−Removed: 2020 Equity Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No.
+Added: 10.19† Form of Restricted Stock Unit Award Agreement for Directors pursuant to the Company’s 2020 Equity Incentive Plan*
+Added: 10.20† Form of Stock Option Award Agreement pursuant to the Company’s 2020 Equity Incentive Plan*
+Added: 10.21† Form of Stock Option Award Agreement for Directors pursuant to the Company ’ s 2020 Equity Incentive Plan (incorporated by reference to the Company's Quarterly Report on Form 10-Q (No.
001-13459), filed July 31, 2020)
1 unchanged sentence
001-13459), filed March 1, 2011)
−Removed: 10.28† Annual Director Compensation (incorporated by reference to the Company’s Annual Report on Form 10-K (No.
−Removed: 001-13459), filed February 18, 2022)
−Removed: 10.29 Second Amended and Restated Credit Agreement, dated as of October 25, 2021, by and among Affiliated Managers Group, Inc., Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto, and the exhibits and schedules thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
+Added: 10.23 Second Amended and Restated Credit Agreement, dated as of October 25, 2021, by and among the Company , Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto, and the exhibits and schedules thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed October 26, 2021)
−Removed: 10.30 First Amendment to Second Amended and Restated Credit Agreement, dated as of November 18, 2022, by and among Affiliated Managers Group, Inc., Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
+Added: 10.24 First Amendment to Second Amended and Restated Credit Agreement, dated as of November 18, 2022, by and among the Company , Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed November 21, 2022)
−Removed: 10.31 Fourth Amended and Restated Term Credit Agreement, dated as of October 25, 2021, by and among Affiliated Managers Group, Inc., Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto, and the exhibits and schedules thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
+Added: 10.25 Fourth Amended and Restated Term Credit Agreement, dated as of October 25, 2021, by and among the Company , Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto, and the exhibits and schedules thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed October 26, 2021)
−Removed: 10.32 First Amendment to Fourth Amended and Restated Term Credit Agreement, dated as of November 18, 2022, by and among Affiliated Managers Group, Inc., Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
+Added: 10.26 First Amendment to Fourth Amended and Restated Term Credit Agreement, dated as of November 18, 2022, by and among the Company , Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed November 21, 2022)
−Removed: 10.33 Form of Equity Distribution Agreement, dated as of May 27, 2022 (incorporated by reference to the Company’s Current Report on Form 8-K (No.
+Added: 10.27 Equity Distribution Agreement, dated as of May 27, 2022 (incorporated by reference to the Company’s Current Report on Form 8-K (No.
001-13459), filed May 27, 2022)
9 unchanged sentences
32.2 Certification of Registrant’s Chief Financial Officer pursuant to Section 906 of the Sarbanes‑Oxley Act of 2002**
+Added: 97 Clawback Policy of the Company*
101 The following financial statements from the Registrant’s Annual Report on Form 10-K for the fiscal year ended December 31, 2023 are filed herewith, formatted in XBRL (Inline eXtensible Business Reporting Language):
25 unchanged sentences
RYAN Director February 16, 2024
+Added: STARR Director February 16, 2024
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.