Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN FINANCIAL GROUP INCAFG · Entity 743 | SVP, CFO | September 02, 2026 | September 02, 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.
AMERICAN FINANCIAL GROUP INC
Report date September 02, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,123 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Sale · Disposed 950 · Balance 11,123 |
| Common StockSEC Table I · non-derivative | IndirectESPP | 1,853.8053 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,853.8053 F1: Shares owned by the reporting Person in the Issuer's Employee Stock Purchase Plan (the "ESPP"). All ESPP information reporting herein is based on a plan statement dated as of 12/31/2025. |
| Common StockSEC Table I · non-derivative | IndirectDRIP | 71.709 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 71.709 F2: Represents shares held in the Company's Dividend Reinvestment Plan based on plan statement dated as of 12/31/2025. |
| Common StockSEC Table I · non-derivative | IndirectRASP 401(k) | 3,955.7345 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,955.7345 F3: Represents amounts held by the Reporting Person in the Issuer's retirement plan based on a statement dated 12/31/2025. Each share is the economic equivalent of one share of common stock. Upon termination of employment or earlier, if so elected, the Reporting Person's account balances may be distributed, at the option of the Issuer, either in cash or in shares of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares owned by the reporting Person in the Issuer's Employee Stock Purchase Plan (the "ESPP"). All ESPP information reporting herein is based on a plan statement dated as of 12/31/2025.
F2: Represents shares held in the Company's Dividend Reinvestment Plan based on plan statement dated as of 12/31/2025.
F3: Represents amounts held by the Reporting Person in the Issuer's retirement plan based on a statement dated 12/31/2025. Each share is the economic equivalent of one share of common stock. Upon termination of employment or earlier, if so elected, the Reporting Person's account balances may be distributed, at the option of the Issuer, either in cash or in shares of the Issuer's common stock.
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 |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 2, 2026 20:45 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 950 | $142.87 | $135,726.50 |
DisclosureSEC source: 0001193125-26-380354 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,123 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 22:00 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,663 | $133.70 | $222,346.43 |
DisclosureSEC source: 0001816887-26-000002 · ownership.xml · nonDerivative · entry 2 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,073 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:00 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 3,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001816887-26-000002 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,736 F1 · balance_after: Represents grant of restricted stock that vests four years from the date of grant. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 22:05 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 727 | $129.85 | $94,399.13 |
DisclosureSEC source: 0001193125-26-067451 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,573 Read SEC document |
| November 07, 2025 Filed Nov 10, 2025 22:30 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,777 | $142.51 | $253,240.45 |
DisclosureSEC source: 0001193125-25-274614 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,300 Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 22:00 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 788 | $120.17 | $94,690.02 |
DisclosureSEC source: 0000950170-25-026803 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,077 Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 22:00 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 3,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-024947 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,865 F1 · shares: Represents the grant of restricted stock that vests four years from the date of grant. Read SEC document |
| February 28, 2024 Filed Feb 28, 2024 22:30 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,067 | $126.95 | $135,459.17 |
DisclosureSEC source: 0000950170-24-022296 · ownership.xml · nonDerivative · entry 2 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,583 Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 22:30 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 3,169 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022296 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,650 F1 · shares: Represents the grant of restricted stock that vests four years from the date of grant. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 22:15 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 468 | $126.63 | $59,262.84 |
DisclosureSEC source: 0000950170-24-021394 · ownership.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,481 Read SEC document |
| March 02, 2023 Filed Mar 2, 2023 21:30 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,080 | $135.20 | $146,010.60 |
DisclosureSEC source: 0001209191-23-014685 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,949 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.05 to $135.33, inclusive. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 19:00 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 2,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012600 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,514 F1 · shares: Represents the grant of restricted stock that vests four years from the date of grant. Read SEC document |
| February 02, 2023 Filed Feb 28, 2023 21:45 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 485 | $131.36 | $63,709.60 |
DisclosureSEC source: 0001209191-23-013699 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,029 Read SEC document |
| February 23, 2022 Filed Feb 23, 2022 21:19 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 903 | $134.21 | $121,191.63 |
DisclosureSEC source: 0001209191-22-012173 · doc4.xml · nonDerivative · entry 3 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,055 Read SEC document |
| February 22, 2022 Filed Feb 23, 2022 21:19 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 2,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012173 · doc4.xml · nonDerivative · entry 2 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,958 F1 · shares: Represents the grant of restricted stock that vests four years from the date of grant. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 21:19 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 427 | $135.37 | $57,804.06 |
DisclosureSEC source: 0001209191-22-012173 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,568 Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 20:06 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | OtherPhantom Stock · Derivative | 7.7856 | $129.98 | $1,011.97 |
DisclosureSEC source: 0001209191-21-057406 · doc4.xml · derivative · entry 5 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7.7856 shares Expires not disclosed F4 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of AFG common stock. Shares of phantom stock are held in a retirement plan of the issuer and are payable in cash following the reporting person's termination of employment with AFG. F4 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of AFG common stock. Shares of phantom stock are held in a retirement plan of the issuer and are payable in cash following the reporting person's termination of employment with AFG. F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of AFG common stock. Shares of phantom stock are held in a retirement plan of the issuer and are payable in cash following the reporting person's termination of employment with AFG. Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 20:47 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionStock Option Exercise · Derivative | 1,126 | $0.00 Strike: $56.85 | $0.00 |
DisclosureSEC source: 0001209191-21-050411 · doc4.xml · derivative · entry 9 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,126 shares Expires 2025-02-23 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. F4 · derivative.exercise_date: These Employee Stock Options become exercisable in five equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 20:47 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionStock Option Exercise · Derivative | 1,981 | $0.00 Strike: $50.81 | $0.00 |
DisclosureSEC source: 0001209191-21-050411 · doc4.xml · derivative · entry 8 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,981 shares Expires 2024-02-24 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. F4 · derivative.exercise_date: These Employee Stock Options become exercisable in five equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 20:47 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,126 | $133.08 | $149,846.95 |
DisclosureSEC source: 0001209191-21-050411 · doc4.xml · nonDerivative · entry 4 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,995 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.06 to $133.22, inclusive. The reporting person undertakes to provide to American Financial Group, Inc., ("AFG"), any security holder of AFG, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote. Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 20:47 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionCommon Stock | 1,126 | $56.85 | $64,013.10 |
DisclosureSEC source: 0001209191-21-050411 · doc4.xml · nonDerivative · entry 3 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,121 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 |
| August 09, 2021 Filed Aug 9, 2021 20:47 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,981 | $133.08 | $263,629.50 |
DisclosureSEC source: 0001209191-21-050411 · doc4.xml · nonDerivative · entry 2 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,995 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $133.06 to $133.22, inclusive. The reporting person undertakes to provide to American Financial Group, Inc., ("AFG"), any security holder of AFG, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Footnote. Read SEC document |
| August 09, 2021 Filed Aug 9, 2021 20:47 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionCommon Stock | 1,981 | $50.81 | $100,654.61 |
DisclosureSEC source: 0001209191-21-050411 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,976 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 |
| June 02, 2021 Filed Jun 2, 2021 20:20 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,620 | $135.58 | $219,643.00 |
DisclosureSEC source: 0001209191-21-037164 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,995 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.48 to $135.66, inclusive. Read SEC document |
| May 13, 2021 Filed May 13, 2021 20:10 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | SaleCommon Stock | 1,000 | $128.36 | $128,360.00 |
DisclosureSEC source: 0001209191-21-032318 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,615 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.34 to $128.405, inclusive. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 21:48 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 2,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013840 · doc4.xml · nonDerivative · entry 2 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,615 F1 · shares: Represents the grant of restricted stock that vests four years from the date of grant. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:48 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 501 | $109.09 | $54,654.09 |
DisclosureSEC source: 0001209191-21-013840 · doc4.xml · nonDerivative · entry 1 Hertzman Brian S. · CIK 0001816887 · Sr. VP, CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,050 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.