Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| F&G Annuities & Life, Inc.FG · Entity 4214 | SVP, Investment Risk and ALM | December 31, 2024 | February 06, 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 31, 2024 · Filed February 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,570.7168 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,570.7168 F1: Amount adjusted to accurately reflect reporting person's share balance as of 12/31/24, including shares purchased and Company matching contributions under the Company's Employee Stock Purchase Plan in 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount adjusted to accurately reflect reporting person's share balance as of 12/31/24, including shares purchased and Company matching contributions under the Company's Employee Stock Purchase Plan in 2024.
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 |
|---|---|---|---|---|---|---|
| November 29, 2024 Filed Dec 3, 2024 15:28 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 2,216 | $48.33 | $107,099.28 |
DisclosureSEC source: 0001127602-24-028346 · form4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · SVP, Investment Risk and ALM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,871.224 Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 21:21 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 7,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-027014 · form4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · SVP, Investment Risk and ALM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,087.224 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 21:58 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 35 | $40.47 | $1,416.45 |
DisclosureSEC source: 0001127602-24-026499 · form4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · SVP, Investment Risk and ALM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,486.224 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 19:36 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 1,584 | $37.78 | $59,843.52 |
DisclosureSEC source: 0001127602-24-008441 · form4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,521.224 F1 · balance_after: Amount adjusted to reflect shares acquired under the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 23:14 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | OtherCommon Stock | 2,322.549 | $25.21 | $58,551.46 |
DisclosureSEC source: 0001127602-24-005092 · form5.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,052.549 F1 · date: Dates of ESPP purchases: 1/1/2023 through 2/2/2024. F2 · kind: Reflects purchases under the Company's ESPP plan which are not required to be reported on an ongoing basis. The purchases are being reported on this Form 5 to accurately reflect the reporting person's ownership of the issuer's shares as of the current date. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 18:35 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 8,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027754 · form4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,783 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 | 34 | $32.84 | $1,116.56 |
DisclosureSEC source: 0001127602-23-026896 · form4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,164 Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 19:32 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Tax withholdingCommon Stock | 28 | $20.37 | $570.36 |
DisclosureSEC source: 0001127602-23-007813 · form4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,198 Read SEC document |
| January 26, 2023 Filed Feb 14, 2024 23:14 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | Disposition to issuerCommon Stock | 53 | $21.34 | $1,131.02 |
DisclosureSEC source: 0001127602-24-005092 · form5.xml · nonDerivative · entry 2 Martin David Edward · CIK 0001952876 · CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,052.549 F3 · 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 22:04 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 13,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059749 · doc4.xml · nonDerivative · entry 2 Martin David Edward · CIK 0001952876 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,226 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 22:04 UTC | F&G Annuities & Life, Inc. FG · Entity 4214 | GrantCommon Stock | 278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-059749 · doc4.xml · nonDerivative · entry 1 Martin David Edward · CIK 0001952876 · Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464 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.