Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| F&G Annuities & Life, Inc.FG · Entity 4214 | EVP, Chief Investment Officer | December 01, 2025 | December 03, 2025 |
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.
F&G Annuities & Life, Inc.
Report date December 01, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,910 |
Reported balance
After 2025-12-01 transaction · row 1
1 source rowRow 1 · 2025-12-01 · Tax withholding · Disposed 2,343 · Balance 80,910 |
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 |
|---|---|---|---|---|---|---|
| December 01, 2025 Filed Dec 3, 2025 21:34 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 2,343 | $32.66 | $76,522.38 |
DisclosureSEC source: 0001934850-25-000119 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,910 Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 21:47 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 2,724 | $32.46 | $88,421.04 |
DisclosureSEC source: 0001934850-25-000107 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,253 Read SEC document |
| November 10, 2025 Filed Nov 13, 2025 23:26 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 21,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001934850-25-000080 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,977 F1 · shares: Grant of restricted common stock vesting in three equal annual installments beginning November 10, 2026, subject to the achievement of performance criteria specified in the reporting person's award agreement. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 18:39 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | SaleCommon Stock | 3,000 | $33.81 | $101,430.00 |
DisclosureSEC source: 0001934850-25-000051 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,064 Read SEC document |
| March 24, 2025 Filed Mar 26, 2025 21:04 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 28,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010496 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,064 F1 · shares: Grant of restricted common stock vesting March 24, 2028. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 15:31 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 2,019 | $42.58 | $85,969.02 |
DisclosureSEC source: 0001127602-25-008145 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,245 Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 15:30 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 2,342 | $48.33 | $113,188.86 |
DisclosureSEC source: 0001127602-24-028348 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,264 Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:34 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | SaleCommon Stock | 1,250 | $47.01 | $58,762.50 |
DisclosureSEC source: 0001127602-24-027225 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,606 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.95 to $47.05. The price represents a weighted average price of the shares. 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 shares purchased at each price. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 21:25 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 15,527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027020 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,856 F1 · shares: Grant of restricted common stock vesting in three equal annual installments beginning November 8, 2025, subject to the achievement of performance criteria specified in the reporting person's award agreement. Read SEC document |
| November 04, 2024 Filed Nov 5, 2024 21:56 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 37 | $40.47 | $1,497.39 |
DisclosureSEC source: 0001127602-24-026497 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,329 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 19:39 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 1,680 | $37.78 | $63,470.40 |
DisclosureSEC source: 0001127602-24-008447 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,366 Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 23:16 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | OtherCommon Stock | 44 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005095 · form5.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,046 F1 · shares: Amount adjusted to accurately reflect reporting person's share balance as of December 31, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:38 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 16,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027760 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,065 F1 · shares: Grant of restricted common stock vesting in three equal annual installments beginning November 15, 2024, subject to the achievement of performance criteria specified in the reporting person's award agreement. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 14:47 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 36 | $32.84 | $1,182.24 |
DisclosureSEC source: 0001127602-23-026897 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,059 Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 19:33 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 30 | $20.37 | $611.10 |
DisclosureSEC source: 0001127602-23-007814 · form4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,095 Read SEC document |
| January 26, 2023 Filed Feb 14, 2024 23:16 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Disposition to issuerCommon Stock | 63 | $21.34 | $1,344.42 |
DisclosureSEC source: 0001127602-24-005095 · form5.xml · nonDerivative · entry 2 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,046 F2 · shares: Reflects shares forfeited for taxes in connection with the vesting of accrued FG stock dividends on Fidelity National Financial, Inc. restricted stock awards, which were previously unreported due to administrative oversight. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 22:06 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 13,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059752 · doc4.xml · nonDerivative · entry 2 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,125 F3 · kind: Represents a grant of restricted stock that vests in three equal annual installments beginning on December 1, 2023. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 22:06 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-059752 · doc4.xml · nonDerivative · entry 1 Punjabi Leena · CIK 0001952417 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363 F1 · kind: Represents restricted shares of Issuer common stock received in the spin-off of the Issuer from Fidelity National Financial, Inc. (the "Spin-off") in connection with outstanding restricted stock grants of Fidelity National Financial, Inc. These shares will be subject to the same terms and conditions applicable to such Fidelity National Financial, Inc. restricted stock grant. F1 · price: Represents restricted shares of Issuer common stock received in the spin-off of the Issuer from Fidelity National Financial, Inc. (the "Spin-off") in connection with outstanding restricted stock grants of Fidelity National Financial, Inc. These shares will be subject to the same terms and conditions applicable to such Fidelity National Financial, Inc. restricted stock grant. F2 · balance_after: Includes shares of Issuer common stock received in the Spin-off with respect to shares of Fidelity National Financial, Inc. common stock held prior to the Spin-off. 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.