Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 26,173 · 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 3,303 shares of AEL Common Stock subject to vesting conditions (AEL Restricted Stock). Pursuant to the Merger Agreement, at the Effective Time, each award of AEL Restricted Stock that was outstanding immediately prior to the Effective Time automatically had any restrictions thereon lapsed and was converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Restricted Stock subject to such award immediately prior to the Effective Time and (ii) $55. |
| Common StockSEC Table I · non-derivative | IndirectBy JoAnn M. Kunkel 2010 Living Trust | 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 21,962 · 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). |
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 3,303 shares of AEL Common Stock subject to vesting conditions (AEL Restricted Stock). Pursuant to the Merger Agreement, at the Effective Time, each award of AEL Restricted Stock that was outstanding immediately prior to the Effective Time automatically had any restrictions thereon lapsed and was converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Restricted Stock subject to such award immediately prior to the Effective Time 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 |
|---|---|---|---|---|---|---|
| May 02, 2024 Filed May 6, 2024 19:21 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerCommon Stock | 21,962 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001039828-24-000051 · wk-form4_1715023261.xml · nonDerivative · entry 2 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By JoAnn M. Kunkel 2010 Living Trust 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 19:21 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerCommon Stock | 26,173 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001039828-24-000051 · wk-form4_1715023261.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 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 3,303 shares of AEL Common Stock subject to vesting conditions (AEL Restricted Stock). Pursuant to the Merger Agreement, at the Effective Time, each award of AEL Restricted Stock that was outstanding immediately prior to the Effective Time automatically had any restrictions thereon lapsed and was converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Restricted Stock subject to such award immediately prior to the Effective Time and (ii) $55. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 23:23 UTC | American National Group Inc. AEL · Entity 9766 | GiftCommon Stock | 10,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000133 · wk-form4_1695079405.xml · nonDerivative · entry 2 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By JoAnn M. Kunkel 2010 Living Trust Disclosed balance after: 21,962 Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 23:23 UTC | American National Group Inc. AEL · Entity 9766 | GiftCommon Stock | 7,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000133 · wk-form4_1695079405.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,173 Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:42 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000096 · wk-form4_1686602562.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,663 F1 · shares: Restricted stock vests earlier of grant date anniversary or AEL's 2024 annual shareholder meeting. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 20:18 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-22-000059 · wf-form4_165523790651203.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,360 F1 · shares: Restricted stock vests earlier of grant date anniversary or AEL's 2023 annual shareholder meeting. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 21:39 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-21-000054 · wf-form4_162370676155350.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,759 F1 · shares: An award of restricted stock that vests one year from the date of grant or on the day of AEL's 2022 annual meeting of the shareholders, whichever is earlier. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 19:33 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-20-000052 · wf-form4_159164478611927.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,738 F1 · shares: An award of restricted stock that vests one year from the date of grant or on the day of AEL's 2021 annual meeting of the shareholders, whichever is earlier. Read SEC document |
| June 06, 2019 Filed Jun 6, 2019 21:11 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-19-000045 · wf-form4_155985547549816.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,538 F1 · shares: An award of restricted stock that vests one year from the date of grant or on the day of AEL's 2020 annual meeting of the shareholders, whichever is earlier. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 16:32 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-18-000043 · wf-form4_152847551066921.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,338 F1 · shares: An award of restricted stock that vests one year from the date of grant or on the day of AEL's 2019 annual meeting of the shareholders, whichever is earlier. Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 22:08 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-17-000069 · wf-form4_149635487801393.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,738 F1 · shares: An award of restricted stock that vests one year from the date of grant or on the day of AEL's 2018 annual meeting of the shareholders, whichever is earlier. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 20:57 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 2,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-17-000034 · wf-form4_148943865319477.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,906 F1 · acquired: An award of restricted stock units pursuant to the American Equity Investment Life Holding Company 2009 Employee Incentive Plan that vested and converted into shares of common stock. Read SEC document |
| March 09, 2017 Filed May 16, 2017 21:41 UTC Amendment | American National Group Inc. AEL · Entity 9766 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-17-000056 · wf-form4a_149497089209419.xml · nonDerivative · entry 1 Kunkel William R. · CIK 0001565011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,738 F1 · shares: The transaction disclosed on the original Form 4 was reported in error. 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.