# EDGAR Filing Document

**Accession Number:** 0001004434
**File Stem:** 0001193125-25-137112
**Filing Date:** 2025-6
**Character Count:** 11514
**Document Hash:** dae9d9908f2c62e38ff5bfb337f2e370
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-137112.hdr.sgml**: 20250606

**ACCESSION NUMBER**: 0001193125-25-137112

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 15

**CONFORMED PERIOD OF REPORT**: 20250603

**ITEM INFORMATION**: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20250606

**DATE AS OF CHANGE**: 20250606

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AFFILIATED MANAGERS GROUP, INC.
- **CENTRAL INDEX KEY:** 0001004434
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 043218510
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-13459
- **FILM NUMBER:** 251031195

**BUSINESS ADDRESS:**
- **STREET 1:** 777 SOUTH FLAGLER DRIVE
- **STREET 2:** SUITE 1401 EAST TOWER
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401
- **BUSINESS PHONE:** (800) 345-1100

**MAIL ADDRESS:**
- **STREET 1:** 777 SOUTH FLAGLER DRIVE
- **STREET 2:** SUITE 1401 EAST TOWER
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AFFILIATED MANAGERS GROUP INC
- **DATE OF NAME CHANGE:** 19970822

?xml version='1.0' encoding='ASCII'? 8-K

### UNITED STATES

### SECURITIES AND EXCHANGE COMMISSION

#### WASHINGTON, D.C. 20549

### FORM 8-K

#### CURRENT REPORT

#### PURSUANT TO SECTION 13 OR 15(D)

#### OF THE SECURITIES EXCHANGE ACT OF 1934

#### Date of report (Date of earliest event reported): June 3, 2025

## AFFILIATED MANAGERS GROUP, INC.

#### (Exact Name of Registrant as Specified in Its Charter)

#### Delaware

#### (State or Other Jurisdiction of Incorporation)

---

| | |
|:---|:---|
| **001-13459** | **04-3218510** |
| **(Commission**<br> **File Number)** | **(IRS Employer**<br> **Identification No.)** |

---

#### 777 South Flagler Drive, West Palm Beach, Florida 33401

#### (Address of Principal Executive Offices)
(800) 345-1100

#### (Registrant's Telephone Number, Including Area Code)

#### N/A

#### (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (*see* General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

---

| | | |
|:---|:---|:---|
| **Title of each class** | **Trading**<br> **Symbol(s)** | **Name of each exchange**<br> **on which registered** |
| **Common Stock ($0.01 par value)** | **AMG** | **New York Stock Exchange** |
| **5.875% Junior Subordinated Notes due 2059** | **MGR** | **New York Stock Exchange** |
| **4.750% Junior Subordinated Notes due 2060** | **MGRB** | **New York Stock Exchange** |
| **4.200% Junior Subordinated Notes due 2061** | **MGRD** | **New York Stock Exchange** |
| **6.750% Junior Subordinated Notes due 2064** | **MGRE** | **New York Stock Exchange** |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

------

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| | |
|:---|:---|
| **ITEM 5.02** | **Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.**  |

---

On June 3, 2025, Thomas M. Wojcik was appointed President of Affiliated Managers Group, Inc. (the "Company"). Mr. Wojcik will also continue to serve as Chief Operating Officer. Jay C. Horgen, previously President and Chief Executive Officer, will continue as Chief Executive Officer of the Company.

In connection with his appointment, the Compensation Committee of the Company's Board of Directors approved a one-time award of restricted stock units under the Company's 2020 Equity Incentive Plan to Mr. Wojcik, with a fair value at the time of grant of $5,000,000, vesting in March 2030 and fully subject to performance-based conditions, to further align Mr. Wojcik with the objective of long-term value creation for the Company's stockholders.

Information about Mr. Wojcik required under Item 401(b), (d), and (e), and Item 404(a) of Regulation S-K is incorporated by reference from the Company's definitive proxy statement on Schedule 14A filed with the Securities and Exchange Commission on April 11, 2025.

---

| | |
|:---|:---|
| **ITEM 7.01** | **Regulation FD Disclosure.**  |

---

On June 3, 2025, the Company issued a press release announcing the appointment described above, which is furnished as Exhibit 99.1 hereto and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liability of that section, nor shall it be deemed incorporated by reference into any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

---

| | |
|:---|:---|
| **ITEM 9.01** | **Financial Statements and Exhibits.**  |

---

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(d) Exhibits.

---

| | |
|:---|:---|
| **Exhibit No.** | **Description** |
| 99.1 | [Press Release issued by the Company on June 3, 2025.](d85066dex991.htm) |
| 104 | Cover Page Interactive Data File (the cover page tags are embedded within the Inline XBRL document). |

---

------

#### 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. | AFFILIATED MANAGERS GROUP, INC. |
| Date: June 6, 2025 | By: | /s/ Kavita Padiyar |
|  | Name: | Kavita Padiyar |
|  | Title: | General Counsel and Corporate Secretary |

---

## Exhibit 99.1

**Exhibit 99.1** 

---

| | | |
|:---|:---|:---|
| ![LOGO](g85066g0605080623787.jpg) | AMG Media & Investor Relations: | Patricia Figueroa<br> (617) 747-3300 |
| ![LOGO](g85066g0605080623787.jpg) |  | ir@amg.com<br> pr@amg.com |

---

**AMG Names Thomas M. Wojcik as President and Chief Operating Officer** 

**WEST PALM BEACH, FL, June 3, 2025 –** AMG, a strategic partner to leading independent investment management firms globally, today announced the appointment of Thomas M. Wojcik as President, effective June 3, 2025. Mr. Wojcik will also continue to serve as Chief Operating Officer. Jay C. Horgen, previously President and Chief Executive Officer, will continue as Chief Executive Officer. In his expanded role, Mr. Wojcik will continue to work with Mr. Horgen on developing and executing AMG's growth strategy. Mr. Wojcik joined the Company in 2019, serving as Chief Financial Officer from 2019 through 2024, and was named Chief Operating Officer in 2024. He will continue to report to Mr. Horgen.

"Since Tom joined 6 years ago, AMG has evolved meaningfully as we have focused on expanding our participation in secular growth areas," said Mr. Horgen. "Through growth investments in both new and existing Affiliates, we have increased our exposure to private markets and liquid alternative strategies, which now contribute half of our earnings. By investing our capital and resources in forming partnerships with outstanding new Affiliates as well as alongside our existing Affiliates to develop innovative solutions for clients, we are magnifying AMG's and our Affiliates' future success – and as an integral member of our executive team, Tom has played an instrumental role in the development of our strategy and its execution across all of these fronts over the years. Tom's leadership and wide range of contributions over this period have furthered AMG's strategic success and cultural evolution as an organization. I am grateful for Tom's many contributions so far and all of those to come, and together we look forward to leveraging the strength of our outstanding team as we continue to execute on AMG's unique opportunity set."

Mr. Wojcik joined AMG in 2019 from BlackRock, Inc., where he held a number of leadership roles over nearly a decade, including Global Head of Corporate Development and Investor Relations, Head of Strategy for the Americas and EMEA (Europe, Middle East, and Africa), and Chief Financial Officer for EMEA. Prior to joining BlackRock, Mr. Wojcik held investment roles at several independent partner-owned alternative asset managers. He began his career in investment banking in the Financial Institutions Group at Merrill Lynch & Co. and earned a B.A. from Duke University, and an M.B.A. from The Wharton School.

**About AMG** 

AMG (NYSE: AMG) is a strategic partner to leading independent investment management firms globally. AMG's strategy is to generate long-term value by investing in high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG's unique opportunity set to the areas of highest growth and return. Through its distinctive approach, AMG magnifies its Affiliates' existing advantages and actively supports their independence and ownership culture. As of March 31, 2025, AMG's aggregate assets under management were approximately $712 billion across a diverse range of private markets, liquid alternative, and differentiated long-only investment strategies. For more information, please visit the Company's website at <u>www.amg.com</u>.

*Certain matters discussed in this press release issued by Affiliated Managers Group, Inc. ("AMG" or the "Company") may constitute forward-looking statements within the meaning of the federal securities laws, and could be impacted by a number of factors, including those described under the section entitled "Risk Factors" in AMG's most recent Annual Report on Form 10-K, as such factors may be updated from time to time in the Company's periodic filings with the SEC, which are accessible on the SEC's website at www.sec.gov. AMG undertakes no obligation to publicly update or review any forward-looking statements, whether as a result of new information, future developments or otherwise, except as required by applicable law. From time to time, AMG may use its website as a distribution channel of material Company information. AMG routinely posts financial and other important information regarding the Company in the Investor Relations section of its website at www.amg.com and encourages investors to consult that section regularly.*