Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716 | EVP, Chief Financial Officer | March 19, 2026 | April 28, 2026 |
| TPG Inc.TPG · Entity 3253 | Chief Financial Officer | August 17, 2026 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share Unit - March 2026SEC Table II · derivative / convertible security | Direct | 2,993 |
Reported balance
After 2026-03-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2036-03-19 | Direct | 8,642 |
Reported balance
After 2026-03-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 168,908 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 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 security | Direct | 164,908 |
Reported balance
After 2026-08-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-02 transaction · row 1
1 source rowRow 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-derivative | IndirectBy ESOP | 0 |
Reported balance
After 2024-05-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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 2031-09-07 | Direct | 0 |
Reported balance
After 2024-05-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2024-05-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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). Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. 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.