Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American National Group Inc.AEL · Entity 9766 | SVP & Chief Accounting Officer | March 03, 2023 | October 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
American National Group Inc.
Report date March 03, 2023 · Filed October 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,141 |
Reported balance
After 2023-03-03 transaction · row 1
1 source rowRow 1 · 2023-03-03 · Purchase · Acquired 2 · Balance 15,141 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 499 |
Reported balance
Holding disclosure · report date 2023-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 499 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 16, 2023 Filed Sep 29, 2023 20:39 UTC | American National Group Inc. AEL · Entity 9766 | PurchaseCommon Stock | 82 | $41.02 | $3,363.64 |
DisclosureSEC source: 0001039828-23-000156 · wk-form4_1696019921.xml · nonDerivative · entry 4 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,139 F2 · shares: These shares were purchased in multiple transactions each at the price disclosed. Read SEC document |
| June 02, 2023 Filed Sep 29, 2023 20:39 UTC | American National Group Inc. AEL · Entity 9766 | PurchaseCommon Stock | 495 | $40.63 | $20,111.85 |
DisclosureSEC source: 0001039828-23-000156 · wk-form4_1696019921.xml · nonDerivative · entry 3 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,057 Read SEC document |
| May 17, 2023 Filed Sep 29, 2023 20:39 UTC | American National Group Inc. AEL · Entity 9766 | PurchaseCommon Stock | 388 | $38.90 | $15,093.20 |
DisclosureSEC source: 0001039828-23-000156 · wk-form4_1696019921.xml · nonDerivative · entry 2 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,562 F2 · shares: These shares were purchased in multiple transactions each at the price disclosed. Read SEC document |
| May 15, 2023 Filed Sep 29, 2023 20:39 UTC | American National Group Inc. AEL · Entity 9766 | PurchaseCommon Stock | 97 | $38.90 | $3,773.30 |
DisclosureSEC source: 0001039828-23-000156 · wk-form4_1696019921.xml · nonDerivative · entry 1 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,174 F1 · balance_after: Reflects shares disclosed on reporting person's Form 3/A filed on the same date as this form. Read SEC document |
| March 03, 2023 Filed Oct 3, 2023 01:18 UTC | American National Group Inc. AEL · Entity 9766 | PurchaseCommon Stock | 2 | $42.20 | $84.40 |
DisclosureSEC source: 0001039828-23-000158 · wk-form4_1696295881.xml · nonDerivative · entry 1 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,141 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 01:45 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 2,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000030 · wf-form4_167754870494326.xml · nonDerivative · entry 1 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,054 F1 · shares: Time-based restricted stock units awarded under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan vesting in three equal parts beginning on the first anniversary of the grant date. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 22:10 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 1,405 | $40.51 | $56,916.55 |
DisclosureSEC source: 0001039828-22-000106 · wf-form4_166993263794609.xml · nonDerivative · entry 1 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,195 F1 · shares: Issuer determination of shares withheld for taxes on a payout of shares of common stock for time-based restricted stock units. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:40 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-22-000017 · wf-form4_164582880341410.xml · nonDerivative · entry 1 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,600 F1 · shares: Time based restricted stock units awarded under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan that vest on the third anniversary of the date of grant. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:51 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 9,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-21-000096 · wf-form4_163848185040943.xml · nonDerivative · entry 1 Lummus Dewayne · CIK 0001894457 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,515 F1 · shares: An award of restricted stock units pursuant to the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan, 1/3 of which vest one year from date of grant; 1/3 vest two years from date of grant and 1/3 vest three years from date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.