Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American National Group Inc.AEL · Entity 9766 | EVP-CIO, Asset Management | February 25, 2021 | March 01, 2021 |
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 25, 2021 · Filed March 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,782 |
Reported balance
After 2021-02-25 transaction · row 1
1 source rowRow 1 · 2021-02-25 · Grant · Acquired 8,782 · Balance 8,782 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. |
| Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $27.40 · Expires 2031-02-25 | Direct | 130,879 |
Reported balance
After 2021-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-02-25 · Grant · Acquired 30,879 · Balance 130,879 F2: An award of stock options 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. |
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: An award of stock options 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.
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 25, 2021 Filed Mar 1, 2021 13:31 UTC | American National Group Inc. AEL · Entity 9766 | GrantOptions - Right to Buy · Derivative | 30,879 | $0.00 Strike: $27.40 | $0.00 |
DisclosureSEC source: 0001039828-21-000013 · wf-form4_161462343969837.xml · derivative · entry 2 Uzuner Tolga Ibrahim · CIK 0001840588 · EVP-CIO, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,879 Underlying: Common Stock · 30,879 shares Expires 2031-02-25 F2 · derivative.exercise_date: An award of stock options 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 |
| February 25, 2021 Filed Mar 1, 2021 13:31 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 8,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-21-000013 · wf-form4_161462343969837.xml · nonDerivative · entry 1 Uzuner Tolga Ibrahim · CIK 0001840588 · EVP-CIO, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,782 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 |
| January 15, 2021 Filed Jan 19, 2021 15:59 UTC | American National Group Inc. AEL · Entity 9766 | GrantOptions - Right to Buy · Derivative | 100,000 | $0.00 Strike: $30.50 | $0.00 |
DisclosureSEC source: 0001039828-21-000004 · wf-form4_161108994864194.xml · derivative · entry 1 Uzuner Tolga Ibrahim · CIK 0001840588 · EVP-CIO, Asset Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2031-01-15 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.