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person · Reporting owner

Andre Axel

Disclosed activity across 3 companies

Tapewire entity
21692
SEC CIK
0001881905

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716EVP, Chief Financial OfficerMarch 19, 2026April 28, 2026
TPG Inc.TPG · Entity 3253Chief Financial OfficerAugust 17, 2026August 19, 2026

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.

REINSURANCE GROUP OF AMERICA INC

Report date March 19, 2026 · Filed April 28, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Share Unit - March 2026SEC Table II · derivative / convertible securityDirect2,993 Reported balance After 2026-03-19 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-03-19 · Grant · Acquired 2,993 · Balance 2,993

F1: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

Stock Appreciation Right (right to purchase) 2026SEC Table II · derivative / convertible security · Conversion / exercise price $200.50 · Expires 2036-03-19Direct8,642 Reported balance After 2026-03-19 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-03-19 · Grant · Acquired 8,642 · Balance 8,642

F1: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

Filing footnotes · ownership attribution and instrument terms

F1: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

TPG Inc.

Report date August 17, 2026 · Filed August 19, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect168,908 Reported balance After 2026-08-17 transaction · row 1
1 source row

Row 1 · 2026-08-17 · Grant · Acquired 164,908 · Balance 168,908

F1: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The RSUs will vest in five equal installments on each of the first, second, third, fourth and fifth anniversaries of October 13, 2026.

Performance Stock UnitsSEC Table II · derivative / convertible securityDirect164,908 Reported balance After 2026-08-17 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-08-17 · Grant · Acquired 164,908 · Balance 164,908

F2: Represents performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Class A common stock when both service and performance conditions are satisfied. The PSUs will service-vest in four equal installments on each of the second, third, fourth and fifth anniversaries of October 13, 2026. 1/3 of the PSUs will performance-vest on each of the first day following the date on which the 30-trading day volume weighted average trading price of a share of Class A common stock equals or exceeds (x) 1.25x the closing stock price on the date of grant, (y) 1.5x the closing stock price on the date of grant and (z) 1.75x the closing stock price on the date of grant. The PSUs with respect to (x) and (y) will be forfeited if the relevant performance condition is not achieved prior to July 27, 2030, and the PSUs with respect to (z) will be forfeited if the performance condition is not achieved prior to July 27, 2032.

Filing footnotes · ownership attribution and instrument terms

F1: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The RSUs will vest in five equal installments on each of the first, second, third, fourth and fifth anniversaries of October 13, 2026.

F2: Represents performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Class A common stock when both service and performance conditions are satisfied. The PSUs will service-vest in four equal installments on each of the second, third, fourth and fifth anniversaries of October 13, 2026. 1/3 of the PSUs will performance-vest on each of the first day following the date on which the 30-trading day volume weighted average trading price of a share of Class A common stock equals or exceeds (x) 1.25x the closing stock price on the date of grant, (y) 1.5x the closing stock price on the date of grant and (z) 1.75x the closing stock price on the date of grant. The PSUs with respect to (x) and (y) will be forfeited if the relevant performance condition is not achieved prior to July 27, 2030, and the PSUs with respect to (z) will be forfeited if the performance condition is not achieved prior to July 27, 2032.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

American National Group Inc.

Report date May 02, 2024 · Filed May 06, 2024

Section 16 reporting ended · disclosed 2024-05-06. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2024-05-02 transaction · row 1
1 source row

Row 1 · 2024-05-02 · Disposition to issuer · Disposed 13,740 · Balance 0

F1: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the Effective Time), each issued and outstanding share of common stock, par value $1.00 per share, of the Issuer (AEL Common Stock) was exchanged for (i) $38.85 per share in cash, without interest (the Cash Consideration) and (ii) a number of fully-paid and nonassessable shares of class A limited voting shares of BAM (BAM Class A Stock) equal to the Exchange Ratio (as defined in the Merger Agreement) (the Stock Consideration, together with the Cash Consideration, the Merger Consideration), for an aggregate value of $56.50 per share of AEL Common Stock based on the 10-day volume-weighted average share price of BAM Class A Stock (measured five business days prior to May 2, 2024) (the BAM Class A Stock Price).

F3: Includes 11,330 restricted stock units of the Issuer (AEL RSUs). Pursuant to the Merger Agreement, at the Effective Time, each outstanding AEL RSU, other than the AEL RSUs granted following the date of the Merger Agreement (Rollover AEL RSUs), was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (1) the number of shares of AEL Common Stock subject to such AEL RSU immediately prior to the Effective Time and (2) $55.

Common StockSEC Table I · non-derivativeIndirectBy ESOP0 Reported balance After 2024-05-02 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2024-05-02 · Disposition to issuer · Disposed 813 · Balance 0

F1: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the Effective Time), each issued and outstanding share of common stock, par value $1.00 per share, of the Issuer (AEL Common Stock) was exchanged for (i) $38.85 per share in cash, without interest (the Cash Consideration) and (ii) a number of fully-paid and nonassessable shares of class A limited voting shares of BAM (BAM Class A Stock) equal to the Exchange Ratio (as defined in the Merger Agreement) (the Stock Consideration, together with the Cash Consideration, the Merger Consideration), for an aggregate value of $56.50 per share of AEL Common Stock based on the 10-day volume-weighted average share price of BAM Class A Stock (measured five business days prior to May 2, 2024) (the BAM Class A Stock Price).

Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $32.35 · Expires 2031-09-07Direct0 Reported balance After 2024-05-02 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2024-05-02 · Disposition to issuer · Disposed 14,636 · Balance 0

F1: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option.

Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2024-05-02 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2024-05-02 · Disposition to issuer · Disposed 55,686 · Balance 0

F1: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55.

Filing footnotes · ownership attribution and instrument terms

F1: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the Effective Time), each issued and outstanding share of common stock, par value $1.00 per share, of the Issuer (AEL Common Stock) was exchanged for (i) $38.85 per share in cash, without interest (the Cash Consideration) and (ii) a number of fully-paid and nonassessable shares of class A limited voting shares of BAM (BAM Class A Stock) equal to the Exchange Ratio (as defined in the Merger Agreement) (the Stock Consideration, together with the Cash Consideration, the Merger Consideration), for an aggregate value of $56.50 per share of AEL Common Stock based on the 10-day volume-weighted average share price of BAM Class A Stock (measured five business days prior to May 2, 2024) (the BAM Class A Stock Price).

F3: Includes 11,330 restricted stock units of the Issuer (AEL RSUs). Pursuant to the Merger Agreement, at the Effective Time, each outstanding AEL RSU, other than the AEL RSUs granted following the date of the Merger Agreement (Rollover AEL RSUs), was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (1) the number of shares of AEL Common Stock subject to such AEL RSU immediately prior to the Effective Time and (2) $55.

F4: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option.

F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 17, 2026 Filed Aug 19, 2026 20:38 UTC TPG Inc. TPG · Entity 3253 GrantPerformance Stock Units · Derivative 164,908 $0.00 $0.00
Disclosure

SEC source: 0000947871-26-000819 · ownership.xml · derivative · entry 2

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 164,908

Underlying: Class A Common Stock · 164,908 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Class A common stock when both service and performance conditions are satisfied. The PSUs will service-vest in four equal installments on each of the second, third, fourth and fifth anniversaries of October 13, 2026. 1/3 of the PSUs will performance-vest on each of the first day following the date on which the 30-trading day volume weighted average trading price of a share of Class A common stock equals or exceeds (x) 1.25x the closing stock price on the date of grant, (y) 1.5x the closing stock price on the date of grant and (z) 1.75x the closing stock price on the date of grant. The PSUs with respect to (x) and (y) will be forfeited if the relevant performance condition is not achieved prior to July 27, 2030, and the PSUs with respect to (z) will be forfeited if the performance condition is not achieved prior to July 27, 2032.

F2 · derivative.exercise_date: Represents performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Class A common stock when both service and performance conditions are satisfied. The PSUs will service-vest in four equal installments on each of the second, third, fourth and fifth anniversaries of October 13, 2026. 1/3 of the PSUs will performance-vest on each of the first day following the date on which the 30-trading day volume weighted average trading price of a share of Class A common stock equals or exceeds (x) 1.25x the closing stock price on the date of grant, (y) 1.5x the closing stock price on the date of grant and (z) 1.75x the closing stock price on the date of grant. The PSUs with respect to (x) and (y) will be forfeited if the relevant performance condition is not achieved prior to July 27, 2030, and the PSUs with respect to (z) will be forfeited if the performance condition is not achieved prior to July 27, 2032.

F2 · derivative.expiration_date: Represents performance stock units ("PSUs"). Each PSU represents a contingent right to receive one share of Class A common stock when both service and performance conditions are satisfied. The PSUs will service-vest in four equal installments on each of the second, third, fourth and fifth anniversaries of October 13, 2026. 1/3 of the PSUs will performance-vest on each of the first day following the date on which the 30-trading day volume weighted average trading price of a share of Class A common stock equals or exceeds (x) 1.25x the closing stock price on the date of grant, (y) 1.5x the closing stock price on the date of grant and (z) 1.75x the closing stock price on the date of grant. The PSUs with respect to (x) and (y) will be forfeited if the relevant performance condition is not achieved prior to July 27, 2030, and the PSUs with respect to (z) will be forfeited if the performance condition is not achieved prior to July 27, 2032.

Read SEC document
August 17, 2026 Filed Aug 19, 2026 20:38 UTC TPG Inc. TPG · Entity 3253 GrantClass A Common Stock 164,908 Not disclosed Not disclosed
Disclosure

SEC source: 0000947871-26-000819 · ownership.xml · nonDerivative · entry 1

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,908

F1 · price: Represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A common stock of TPG Inc. (the "Issuer"). The RSUs will vest in five equal installments on each of the first, second, third, fourth and fifth anniversaries of October 13, 2026.

Read SEC document
March 19, 2026 Filed Apr 28, 2026 01:21 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantStock Appreciation Right (right to purchase) 2026 · Derivative 8,642 $0.00 Strike: $200.50 $0.00
Disclosure

SEC source: 0001628280-26-027708 · wk-form4_1777339267.xml · derivative · entry 2

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,642

Underlying: Common Stock · 8,642 shares

Expires 2036-03-19

F1 · derivative.exercise_price: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

F1 · derivative.exercise_date: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

Read SEC document
March 19, 2026 Filed Apr 28, 2026 01:21 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantRestricted Share Unit - March 2026 · Derivative 2,993 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-027708 · wk-form4_1777339267.xml · derivative · entry 1

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,993

Underlying: Common Stock · 2,993 shares

Expires not disclosed

F1 · derivative.exercise_price: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

F1 · derivative.exercise_date: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

F1 · derivative.expiration_date: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionRestricted Share Unit Special Grant - July 2024 · Derivative 1,373 Not disclosed Strike: $218.54 Not disclosed
Disclosure

SEC source: 0001628280-26-002776 · wk-form4_1768958528.xml · derivative · entry 6

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,373 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F3 · price: Restricted share units settle in Common Stock, with 3,432 share units vesting in 33 and 1/3% increments over three years and fully vesting on December 31, 2026.

F3 · derivative.expiration_date: Restricted share units settle in Common Stock, with 3,432 share units vesting in 33 and 1/3% increments over three years and fully vesting on December 31, 2026.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionRestricted Share Unit - March 2025 · Derivative 1,036 Not disclosed Strike: $193.00 Not disclosed
Disclosure

SEC source: 0001628280-26-002776 · wk-form4_1768958528.xml · derivative · entry 5

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,036 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F1 · price: Restricted share units settle in Common Stock, vest in 33 and 1/3 % increments over three years, and fully vest on December 31, 2027.

F1 · derivative.expiration_date: Restricted share units settle in Common Stock, vest in 33 and 1/3 % increments over three years, and fully vest on December 31, 2027.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Tax withholdingCommon Stock 393 $196.73 $77,314.89
Disclosure

SEC source: 0001628280-26-002776 · wk-form4_1768958528.xml · nonDerivative · entry 4

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,148

F3 · shares: Restricted share units settle in Common Stock, with 3,432 share units vesting in 33 and 1/3% increments over three years and fully vesting on December 31, 2026.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionCommon Stock 1,373 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-002776 · wk-form4_1768958528.xml · nonDerivative · entry 3

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,541

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Each RSU represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F3 · shares: Restricted share units settle in Common Stock, with 3,432 share units vesting in 33 and 1/3% increments over three years and fully vesting on December 31, 2026.

F2 · price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F3 · price: Restricted share units settle in Common Stock, with 3,432 share units vesting in 33 and 1/3% increments over three years and fully vesting on December 31, 2026.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Tax withholdingCommon Stock 330 $196.73 $64,920.90
Disclosure

SEC source: 0001628280-26-002776 · wk-form4_1768958528.xml · nonDerivative · entry 2

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,168

F1 · shares: Restricted share units settle in Common Stock, vest in 33 and 1/3 % increments over three years, and fully vest on December 31, 2027.

Read SEC document
January 15, 2026 Filed Jan 21, 2026 01:22 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionCommon Stock 1,036 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-26-002776 · wk-form4_1768958528.xml · nonDerivative · entry 1

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,498

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Restricted share units settle in Common Stock, vest in 33 and 1/3 % increments over three years, and fully vest on December 31, 2027.

F2 · shares: Each RSU represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F1 · price: Restricted share units settle in Common Stock, vest in 33 and 1/3 % increments over three years, and fully vest on December 31, 2027.

F2 · price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:39 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantRestricted Share Unit - March 2025 · Derivative 3,109 $193.00 Strike: $193.00 $600,037.00
Disclosure

SEC source: 0000898174-25-000049 · wk-form4_1741639136.xml · derivative · entry 2

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,109

Underlying: Common Stock · 3,109 shares

Expires not disclosed

F1 · derivative.expiration_date: Stock appreciation rights and restricted share units settle in Common Stock, vest in 33 and 1/3 % increments over three years, and fully vest on December 31, 2027.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:39 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 GrantStock Appreciation Right (right to purchase) 2025 · Derivative 8,490 $193.00 Strike: $193.00 $1,638,570.00
Disclosure

SEC source: 0000898174-25-000049 · wk-form4_1741639136.xml · derivative · entry 1

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,490

Underlying: Common Stock · 8,490 shares

Expires 2035-03-06

F1 · derivative.exercise_date: Stock appreciation rights and restricted share units settle in Common Stock, vest in 33 and 1/3 % increments over three years, and fully vest on December 31, 2027.

Read SEC document
January 16, 2025 Filed Jan 21, 2025 21:25 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionRestricted Share Unit Special Grant - July 2024 · Derivative 686 Not disclosed Strike: $218.54 Not disclosed
Disclosure

SEC source: 0000898174-25-000014 · wk-form4_1737494720.xml · derivative · entry 3

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 686 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one (1) share of the Issuer's Common Stock upon settlement.

F1 · price: Special grant of restricted share units (RSUs) settle in Common Stock, granted on July 24, 2024, with 3,432 RSUs vesting in 33 and 1/3% increments over three years, and 4,576 share units fully vesting on December 31, 2026.

F1 · derivative.expiration_date: Special grant of restricted share units (RSUs) settle in Common Stock, granted on July 24, 2024, with 3,432 RSUs vesting in 33 and 1/3% increments over three years, and 4,576 share units fully vesting on December 31, 2026.

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January 16, 2025 Filed Jan 21, 2025 21:25 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Tax withholdingCommon Stock 224 $223.86 $50,144.64
Disclosure

SEC source: 0000898174-25-000014 · wk-form4_1737494720.xml · nonDerivative · entry 2

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 462

F2 · shares: Shares of Common Stock delivered to Issuer as payment for taxes withheld. The reported share price $223.86, was the closing price on January 16, 2025, which was the price used for tax withholding purposes.

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January 16, 2025 Filed Jan 21, 2025 21:25 UTC REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 Exercise / conversionCommon Stock 686 Not disclosed Not disclosed
Disclosure

SEC source: 0000898174-25-000014 · wk-form4_1737494720.xml · nonDerivative · entry 1

Andre Axel · CIK 0001881905 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 686

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Special grant of restricted share units (RSUs) settle in Common Stock, granted on July 24, 2024, with 3,432 RSUs vesting in 33 and 1/3% increments over three years, and 4,576 share units fully vesting on December 31, 2026.

F1 · price: Special grant of restricted share units (RSUs) settle in Common Stock, granted on July 24, 2024, with 3,432 RSUs vesting in 33 and 1/3% increments over three years, and 4,576 share units fully vesting on December 31, 2026.

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May 02, 2024 Filed May 6, 2024 19:23 UTC American National Group Inc. AEL · Entity 9766 Disposition to issuerPerformance-Based Restricted Stock Units · Derivative 55,686 Not disclosed Not disclosed
Disclosure

SEC source: 0001039828-24-000060 · wk-form4_1715023389.xml · derivative · entry 4

Andre Axel · CIK 0001881905 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 55,686 shares

Expires not disclosed

F1 · derivative.exercise_price: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F5 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55.

F1 · price: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55.

F5 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55.

F5 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55.

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May 02, 2024 Filed May 6, 2024 19:23 UTC American National Group Inc. AEL · Entity 9766 Disposition to issuerOptions - Right to Buy · Derivative 14,636 Not disclosed Strike: $32.35 Not disclosed
Disclosure

SEC source: 0001039828-24-000060 · wk-form4_1715023389.xml · derivative · entry 3

Andre Axel · CIK 0001881905 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 14,636 shares

Expires 2031-09-07

F1 · price: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option.

F4 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option.

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May 02, 2024 Filed May 6, 2024 19:23 UTC American National Group Inc. AEL · Entity 9766 Disposition to issuerCommon Stock 813 Not disclosed Not disclosed
Disclosure

SEC source: 0001039828-24-000060 · wk-form4_1715023389.xml · nonDerivative · entry 2

Andre Axel · CIK 0001881905 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 0

F1 · price: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger (the Effective Time), each issued and outstanding share of common stock, par value $1.00 per share, of the Issuer (AEL Common Stock) was exchanged for (i) $38.85 per share in cash, without interest (the Cash Consideration) and (ii) a number of fully-paid and nonassessable shares of class A limited voting shares of BAM (BAM Class A Stock) equal to the Exchange Ratio (as defined in the Merger Agreement) (the Stock Consideration, together with the Cash Consideration, the Merger Consideration), for an aggregate value of $56.50 per share of AEL Common Stock based on the 10-day volume-weighted average share price of BAM Class A Stock (measured five business days prior to May 2, 2024) (the BAM Class A Stock Price).

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May 02, 2024 Filed May 6, 2024 19:23 UTC American National Group Inc. AEL · Entity 9766 Disposition to issuerCommon Stock 13,740 Not disclosed Not disclosed
Disclosure

SEC source: 0001039828-24-000060 · wk-form4_1715023389.xml · nonDerivative · entry 1

Andre Axel · CIK 0001881905 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: On May 2, 2024, pursuant to the Agreement and Plan of Merger (the Merger Agreement), dated as of July 4, 2023, by and among the Issuer, Brookfield Reinsurance Ltd., a Bermuda exempted company limited by shares (Parent), Arches Merger Sub, Inc., an Iowa corporation and an indirect wholly owned subsidiary of Parent (Merger Sub), and Brookfield Asset Management Ltd., a company incorporated under the laws of the Province of British Columbia (BAM), the Issuer merged with and into Merger Sub, with the Issuer surviving as a wholly-owned subsidiary of Parent (the Merger).

F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger (the Effective Time), each issued and outstanding share of common stock, par value $1.00 per share, of the Issuer (AEL Common Stock) was exchanged for (i) $38.85 per share in cash, without interest (the Cash Consideration) and (ii) a number of fully-paid and nonassessable shares of class A limited voting shares of BAM (BAM Class A Stock) equal to the Exchange Ratio (as defined in the Merger Agreement) (the Stock Consideration, together with the Cash Consideration, the Merger Consideration), for an aggregate value of $56.50 per share of AEL Common Stock based on the 10-day volume-weighted average share price of BAM Class A Stock (measured five business days prior to May 2, 2024) (the BAM Class A Stock Price).

F3 · price: Includes 11,330 restricted stock units of the Issuer (AEL RSUs). Pursuant to the Merger Agreement, at the Effective Time, each outstanding AEL RSU, other than the AEL RSUs granted following the date of the Merger Agreement (Rollover AEL RSUs), was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (1) the number of shares of AEL Common Stock subject to such AEL RSU immediately prior to the Effective Time and (2) $55.

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September 21, 2023 Filed Sep 22, 2023 18:23 UTC American National Group Inc. AEL · Entity 9766 Exercise / conversionOptions - Right to Buy · Derivative 29,273 $0.00 Strike: $32.35 $0.00
Disclosure

SEC source: 0001039828-23-000145 · wk-form4_1695407001.xml · derivative · entry 4

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,636

Underlying: Common Stock · 29,273 shares

Expires 2031-09-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · 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. One-half of these options became exercisable on September 7, 2022, and the other half became exercisable on September 07, 2023.

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September 21, 2023 Filed Sep 22, 2023 18:23 UTC American National Group Inc. AEL · Entity 9766 SaleCommon Stock 29,273 $53.87 $1,577,062.38
Disclosure

SEC source: 0001039828-23-000145 · wk-form4_1695407001.xml · nonDerivative · entry 2

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,740

F1 · price: This transaction was executed in multiple trades at prices ranging from $53.745 to $53.98. The price reported in column 4 is an average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares sold and the prices at which the transactions were settled.

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September 21, 2023 Filed Sep 22, 2023 18:23 UTC American National Group Inc. AEL · Entity 9766 Exercise / conversionCommon Stock 29,273 $32.35 $946,981.55
Disclosure

SEC source: 0001039828-23-000145 · wk-form4_1695407001.xml · nonDerivative · entry 1

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,013

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 23, 2023 Filed Feb 28, 2023 00:07 UTC American National Group Inc. AEL · Entity 9766 GrantCommon Stock 7,231 $0.00 $0.00
Disclosure

SEC source: 0001039828-23-000020 · wf-form4_167754282588832.xml · nonDerivative · entry 1

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,740

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 substantially equal parts beginning on the first anniversary of the grant date.

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February 23, 2022 Filed Feb 25, 2022 22:36 UTC American National Group Inc. AEL · Entity 9766 GrantCommon Stock 6,509 $0.00 $0.00
Disclosure

SEC source: 0001039828-22-000015 · wf-form4_164582857797367.xml · nonDerivative · entry 1

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,509

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.

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September 07, 2021 Filed Sep 9, 2021 21:30 UTC American National Group Inc. AEL · Entity 9766 GrantOptions - Right to Buy · Derivative 43,909 $0.00 Strike: $32.35 $0.00
Disclosure

SEC source: 0001039828-21-000076 · wf-form4_163122298899460.xml · derivative · entry 1

Andre Axel · CIK 0001881905 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,909

Underlying: Common Stock · 43,909 shares

Expires 2031-09-07

F1 · 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.