Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American National Group Inc.AEL · Entity 9766 | EVP, Chief Legal Officer & Sec | February 23, 2022 | February 25, 2022 |
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 February 23, 2022 · Filed February 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,989 |
Reported balance
After 2022-02-23 transaction · row 1
1 source rowRow 1 · 2022-02-23 · Grant · Acquired 3,255 · Balance 4,989 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 474 |
Reported balance
Holding disclosure · report date 2022-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 474 F2: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Reflects ESOP allocations that have occurred since the date of the reporting person's last ownership report.
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 |
|---|---|---|---|---|---|---|
| February 23, 2022 Filed Feb 25, 2022 23:07 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-22-000019 · wf-form4_164583043022058.xml · nonDerivative · entry 1 Zanghi Phyllis Joy · CIK 0001856652 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,989 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 |
| June 02, 2021 Filed Jun 5, 2021 00:01 UTC | American National Group Inc. AEL · Entity 9766 | GrantOptions - Right to Buy · Derivative | 14,689 | $0.00 Strike: $31.63 | $0.00 |
DisclosureSEC source: 0001039828-21-000043 · wf-form4_162285125846891.xml · derivative · entry 1 Zanghi Phyllis Joy · CIK 0001856652 · EVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,689 Underlying: Common Stock · 14,689 shares Expires 2031-06-02 F1 · derivative.exercise_date: Fifty percent (50%) of the Option Award granted vests upon the later of: (i) the Company attaining a $37.00 per share common stock price (based on a 30-day trading average); and (ii) the one year anniversary of the Grant Date. The remaining fifty percent (50%) of the Option Award vests on the one year anniversary of the vesting of the initial fifty percent (50%) of the Option Award. If the Company does not achieve the $37 per share common stock price on or before the fifth anniversary of the Grant Date, the Option Award shall be forfeited. 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.