Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lamb Weston Holdings, Inc.LW · Entity 3684 | Director | December 23, 2024 | December 23, 2024 |
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.
Lamb Weston Holdings, Inc.
Report date December 23, 2024 · Filed December 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 181,249.8 |
Reported balance
After 2024-12-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-12-23 · Purchase · Acquired 5,000 · Balance 181,249.8 F1: Includes 11.51 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 11.51 additional shares acquired since the date of the reporting person's last report through a dividend reinvestment feature.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AMERICAN INTERNATIONAL GROUP, INC.
Report date June 05, 2014 · Filed July 26, 2023
Section 16 reporting ended · disclosed 2023-07-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 710 |
Reported balance
After 2014-11-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2014-11-10 · Sale · Disposed 190 · Balance 710 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F2: Prior to becoming a member of AIG's Board of Directors on May 15, 2013, the Reporting Person acquired 900 shares of AIG common stock, held through Jurgensen Investments LLC ("Jurgensen Investments"). F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 525 |
Reported balance
After 2016-03-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-03-01 · Sale · Disposed 185 · Balance 525 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 650 |
Reported balance
After 2018-02-21 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-02-21 · Purchase · Acquired 125 · Balance 650 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 715 |
Reported balance
After 2018-04-18 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2018-04-18 · Purchase · Acquired 65 · Balance 715 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 1,030 |
Reported balance
After 2019-02-13 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-02-13 · Purchase · Acquired 315 · Balance 1,030 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 710 |
Reported balance
After 2019-08-15 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-08-15 · Sale · Disposed 320 · Balance 710 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 835 |
Reported balance
After 2020-01-22 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2020-01-22 · Purchase · Acquired 125 · Balance 835 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 1,285 |
Reported balance
After 2020-08-18 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2020-08-18 · Purchase · Acquired 450 · Balance 1,285 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 1,185 |
Reported balance
After 2020-10-20 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2020-10-20 · Sale · Disposed 100 · Balance 1,185 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 1,085 |
Reported balance
After 2020-10-20 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2020-10-20 · Sale · Disposed 100 · Balance 1,085 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 975 |
Reported balance
After 2020-10-20 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2020-10-20 · Sale · Disposed 110 · Balance 975 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 850 |
Reported balance
After 2022-01-27 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2022-01-27 · Sale · Disposed 125 · Balance 850 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 1,010 |
Reported balance
After 2022-06-03 transaction · row 13
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 13 · 2022-06-03 · Purchase · Acquired 160 · Balance 1,010 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectJurgensen Investments | 910 |
Reported balance
After 2023-02-16 transaction · row 14
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 14 · 2023-02-16 · Sale · Disposed 100 · Balance 910 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,025 |
Reported balance
After 2014-06-05 transaction · row 15
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 15 · 2014-06-05 · Sale · Disposed 475 · Balance 1,025 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F4: Prior to becoming a member of AIG's Board of Directors on May 15, 2013, the Reporting Person acquired 1,500 shares of AIG common stock, held through the William G. Jurgensen Revocable Trust (the "Revocable Trust"). F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,075 |
Reported balance
After 2014-10-09 transaction · row 16
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 16 · 2014-10-09 · Purchase · Acquired 50 · Balance 1,075 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,875 |
Reported balance
After 2014-11-18 transaction · row 17
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 17 · 2014-11-18 · Purchase · Acquired 800 · Balance 1,875 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,480 |
Reported balance
After 2019-01-09 transaction · row 18
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 18 · 2019-01-09 · Sale · Disposed 395 · Balance 1,480 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,825 |
Reported balance
After 2019-02-13 transaction · row 19
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 19 · 2019-02-13 · Purchase · Acquired 345 · Balance 1,825 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,775 |
Reported balance
After 2019-07-01 transaction · row 20
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 20 · 2019-07-01 · Sale · Disposed 50 · Balance 1,775 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,190 |
Reported balance
After 2019-07-01 transaction · row 21
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 21 · 2019-07-01 · Sale · Disposed 585 · Balance 1,190 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 895 |
Reported balance
After 2019-08-15 transaction · row 22
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 22 · 2019-08-15 · Sale · Disposed 295 · Balance 895 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 855 |
Reported balance
After 2020-01-13 transaction · row 23
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 23 · 2020-01-13 · Sale · Disposed 40 · Balance 855 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 705 |
Reported balance
After 2020-01-13 transaction · row 24
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 24 · 2020-01-13 · Sale · Disposed 150 · Balance 705 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 715 |
Reported balance
After 2020-01-22 transaction · row 25
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 25 · 2020-01-22 · Purchase · Acquired 10 · Balance 715 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,100 |
Reported balance
After 2020-08-18 transaction · row 26
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 26 · 2020-08-18 · Purchase · Acquired 385 · Balance 1,100 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,745 |
Reported balance
After 2020-09-08 transaction · row 27
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 27 · 2020-09-08 · Purchase · Acquired 645 · Balance 1,745 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,735 |
Reported balance
After 2020-10-20 transaction · row 28
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 28 · 2020-10-20 · Sale · Disposed 10 · Balance 1,735 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 1,685 |
Reported balance
After 2020-10-20 transaction · row 29
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 29 · 2020-10-20 · Sale · Disposed 50 · Balance 1,685 F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 0 |
Reported balance
After 2020-12-29 transaction · row 30
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 30 · 2020-12-29 · Gift · Disposed 1,685 · Balance 0 F6: On December 29, 2020, the Reporting Person contributed the 1,685 shares of AIG common stock held in the Revocable Trust to two irrevocable trusts for the benefit of each of his children, one of which was for 843 shares and one of which was for 842 shares. The trustee of the irrevocable trusts is an independent third party and the Reporting Person does not retain beneficial ownership of the shares of AIG common stock held in the irrevocable trusts. F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law.
F2: Prior to becoming a member of AIG's Board of Directors on May 15, 2013, the Reporting Person acquired 900 shares of AIG common stock, held through Jurgensen Investments LLC ("Jurgensen Investments").
F3: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager.
F4: Prior to becoming a member of AIG's Board of Directors on May 15, 2013, the Reporting Person acquired 1,500 shares of AIG common stock, held through the William G. Jurgensen Revocable Trust (the "Revocable Trust").
F5: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries.
F6: On December 29, 2020, the Reporting Person contributed the 1,685 shares of AIG common stock held in the Revocable Trust to two irrevocable trusts for the benefit of each of his children, one of which was for 843 shares and one of which was for 842 shares. The trustee of the irrevocable trusts is an independent third party and the Reporting Person does not retain beneficial ownership of the shares of AIG common stock held in the irrevocable trusts.
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 10, 2014 Filed Jul 26, 2023 21:07 UTC | AMERICAN INTERNATIONAL GROUP, INC. AIG · Entity 3083 | SaleCommon Stock | 190 | $54.32 | $10,320.57 |
DisclosureSEC source: 0001225208-23-007694 · doc4.xml · nonDerivative · entry 1 JURGENSEN WILLIAM G · CIK 0001187349 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Jurgensen Investments Disclosed balance after: 710 F1 · kind: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F2 · balance_after: Prior to becoming a member of AIG's Board of Directors on May 15, 2013, the Reporting Person acquired 900 shares of AIG common stock, held through Jurgensen Investments LLC ("Jurgensen Investments"). F3 · ownership.nature: Reflects shares of AIG common stock held through Jurgensen Investments, of which the Reporting Person is the sole manager. Read SEC document |
| October 09, 2014 Filed Jul 26, 2023 21:07 UTC | AMERICAN INTERNATIONAL GROUP, INC. AIG · Entity 3083 | PurchaseCommon Stock | 50 | $50.38 | $2,519.13 |
DisclosureSEC source: 0001225208-23-007694 · doc4.xml · nonDerivative · entry 16 JURGENSEN WILLIAM G · CIK 0001187349 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,075 F1 · kind: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F5 · ownership.nature: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. Read SEC document |
| June 05, 2014 Filed Jul 26, 2023 21:07 UTC | AMERICAN INTERNATIONAL GROUP, INC. AIG · Entity 3083 | SaleCommon Stock | 475 | $55.03 | $26,139.49 |
DisclosureSEC source: 0001225208-23-007694 · doc4.xml · nonDerivative · entry 15 JURGENSEN WILLIAM G · CIK 0001187349 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Revocable Trust Disclosed balance after: 1,025 F1 · kind: Reflects transactions conducted by a third-party investment advisor in its sole discretion without direction or knowledge from the Reporting Person. Such transactions may be subject to Section 16(b) under the Securities Exchange Act of 1934, as amended, and therefore the reporting person paid $15,247.41 to American International Group, Inc. ("AIG") as disgorgement of the maximum amount of the profit realized in connection with such transactions, regardless of whether such disgorgement would have actually been required by law. F4 · balance_after: Prior to becoming a member of AIG's Board of Directors on May 15, 2013, the Reporting Person acquired 1,500 shares of AIG common stock, held through the William G. Jurgensen Revocable Trust (the "Revocable Trust"). F5 · ownership.nature: Reflects shares of AIG common stock held through the Revocable Trust, a revocable trust of which the Reporting Person is the trustee and his spouse and children are beneficiaries. 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.