What changed in this filing

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Item 9A. Controls and Procedures

2026-02-17 compared with 2025-02-14 · 18 added, 56 removed, 221 unchanged (25% of the section changed)

71 unchanged sentences

001-13459), filed November 7, 2022)

Amended and Restated Declaration of Trust of AMG Capital Trust II related to the 5.15% Junior Convertible Trust

Preferred Securities, dated as of October 17, 2007, by and among the 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.

Bank National Association, successor in interest to Bank of America, N.A.,

successor by merger to LaSalle Bank National Association, as Property Trustee and Institutional Administrator, and

the holders from time to time of undivided beneficial interests in the assets of AMG Capital Trust II (incorporated

by reference to the Company’s Current Report on Form 8-K (No.

001-13459), filed October 18, 2007)

Indenture related to the 5.15% Junior Convertible Trust Preferred Securities, dated as of October 17, 2007, 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)

First Supplemental Indenture related to the 5.15% Junior Convertible Trust Preferred Securities, dated as of January

10, 2014, 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 (No.

001-13459), filed February 27, 2014)

Guarantee Agreement related to the 5.15% Junior Convertible Trust Preferred Securities, dated as of October 17,

2007, 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 Trust Securities Guarantee Trustee (incorporated by

reference to the Company’s Current Report on Form 8-K (No.

001-13459), filed October 18, 2007)

Indenture, dated as of February 11, 2014, 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,

Second Supplemental Indenture related to the 3.500% Senior Notes due 2025, dated as of February 13, 2015,

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.

filed February 13, 2015)

Indenture for Junior Subordinated Notes, dated as of March 27, 2019, between the Company, as issuer, and U.S.

37 unchanged sentences

001-13459), filed August 20, 2024)

Description of the Registrant’s Securities*

Defined Contribution Plan of the Company (incorporated by reference to the Company’s Annual Report on

Third Supplemental Indenture related to the 5.500% Senior Notes due 2036, dated as of December 11, 2025,

between the Company, as issuer, and U.S.

Bank Trust Company, 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 30, 2000)

001-13459), filed December 11, 2025)

Description of the Registrant’s Securities (incorporated by reference to the Company’s Annual Report on Form 10-

001-13459), filed February 14, 2025)

Executive Incentive Plan of the Company (incorporated by reference to the Company’s Proxy Statement on

64 unchanged sentences

001-13459), filed November 15, 2024)

Equity Distribution Agreement, dated as of May 27, 2022, between the Company and the Agents, Forward Sellers,

and Forward Purchasers named therein (incorporated by reference to the Company’s Current Report on Form 8-K

001-13459), filed May 27, 2022)

Form of Forward Sale Agreement, dated as of May 27, 2022, pursuant to the Equity Distribution Agreement

Equity Distribution Agreement, dated as of March 7, 2025, by and among the Company and the Agents, Forward

Sellers, and Forward Purchasers named therein (incorporated by reference to the Company’s Current Report on

Form 8-K (No.

001-13459), filed March 7, 2025)

Form of Forward Sale Agreement, dated as of March 7, 2025, pursuant to the Equity Distribution Agreement

(incorporated by reference to the Company’s Current Report on Form 8-K (No.

001-13459), filed May 27, 2022)

Offer Letter Agreement, dated as of March 22, 2024, between the Company and Dava E.

Ritchea (incorporated by

reference to the Company’s Quarterly Report on Form 10-Q (No.

001-13459), filed May 7, 2024)

001-13459), filed March 7, 2025)

Insider Trading Policy and Procedures of the Company*

Schedule of Subsidiaries*

Subsidiary Issuers of Guaranteed Securities (incorporated by reference to the Company’s Quarterly Report on Form

001-13459), filed May 7, 2021)

Consent of PricewaterhouseCoopers LLP*

21 unchanged sentences

February 17, 2026

President and Chief Executive Officer

Chief Executive Officer

Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following

persons on behalf of the registrant and in the capacities and on the dates indicated.

President, Chief Executive Officer

Chief Executive Officer

(Principal Executive Officer) and

February 17, 2026

Chief Financial Officer (Principal

Financial and Principal

Chief Financial Officer

(Principal Financial and Principal

Accounting Officer)

1 unchanged sentence

February 17, 2026

/s/ DWIGHT D.

/s/ MARCY ENGEL

February 17, 2026

9 unchanged sentences

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.

What changed 10-K

Item 9A. Controls and Procedures