Item 2. Unregistered Sales of Equity Securities
Item 2. Unregistered Sales of Equity Securities and Use of Proceeds
(a) None.
(b) None.
(c) Purchases of Equity Securities by the Issuer:
Period
Total Number
of Shares
Purchased (1)
Average Price
Paid Per Share
Total Number of
Shares Purchased as
Part of Publicly
Announced Plans or
Programs
Average Price
Paid Per Share
Maximum Number of
Shares that May Yet Be
Purchased Under
Outstanding Plans or
Programs (2)
April 1-30, 2026
118,992
$ 286.94
118,992
$ 286.94
5,479,124
May 1-31, 2026
229,645
301.32
229,268
301.38
5,249,856
June 1-30, 2026
255,484
336.89
255,484
336.89
4,994,372
Total
604,121
$ 313.53
603,744
$ 313.56
___________________________
(1) Includes shares surrendered to the Company in connection with certain st ock swap a nd option exercise transactions, if any.
(2) Our Board of Directors authorized share repurchase programs in July 2024 and January 2026 to repurchase up to 5.4
million and 4.2 million shares of our common stock, respectively, and these authorizations have no expiry. Purchases may
be made from time to time, at management’s discretion, in the open market or in privately negotiated transactions,
including through the use of trading plans, as well as pursuant to accelerated share repurchase programs or other share
repurchase strategies that may include derivative financial instruments. As of June 30, 2026 , there were a total of 5.0
million shares available for repurchase under our share repurchase programs.
Item 6. Exhibits
The exhibits are listed on the Exhibit Index below.
45
Table of Contents
EXHIBIT INDEX
Exhibit No.
Description
10.1
Fourth Amended and Restated Credit Agreement, dated as of June 9, 2026, by and among the Registrant, 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 Registrant's Current Report on Form
8-K (No. 001-13459), filed June 9, 2026)
31.1
Certification of Registrant’s Chief Executive Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002*
31.2
Certification of Registrant’s Chief Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002*
32.1
Certification of Registrant’s Chief Executive Officer pursuant to Section 906 of the Sarbanes-Oxley Act of
2002**
32.2
Certification of Registrant’s Chief Financial Officer pursuant to Section 906 of the Sarbanes-Oxley Act of
2002**
101
The following financial statements from the Registrant’s Quarterly Report on Form 10-Q for the quarter ended
June 30, 2026 are filed herewith, formatted in XBRL (Inline eXtensible Business Reporting Language): (i) the
Consolidated Statements of Income for the six -month periods ended June 30, 2026 and 2025 , (ii) the
Consolidated Statements of Comprehensive Income for the six -month periods ended June 30, 2026 and 2025 ,
(iii) the Consolidated Balance Sheets at June 30, 2026 and December 31, 2025 , (iv) the Consolidated Statements
of Changes in Equity for the six -month periods ended June 30, 2026 and 2025 , (v) the Consolidated Statements
of Cash Flows for the six -month periods ended June 30, 2026 and 2025 , and (vi) the Notes to the Consolidated
Financial Statements
104
The cover page from the Registrant’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 ,
formatted in XBRL (Inline eXtensible Business Reporting Language) and contained in Exhibit 101
* Filed herewith
** Furnished herewith
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Table of Contents
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, thereunto duly authorized.
AFFILIATED MANAGERS GROUP, INC.
(Registrant)
August 7, 2026
/s/ DAVA E. RITCHEA
Dava E. Ritchea
on behalf of the Registrant as Chief Financial Officer
(and also as Principal Financial and Principal Accounting
Officer)
Text extracted from the filing as submitted to EDGAR. Formatting, tables and exhibits are simplified for reading; the original document is authoritative for anything you rely on.