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 38,756 · 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 16,919 restricted stock units of the Issuer (AEL RSUs). Pursuant to the Merger Agreement, at the Effective Time, each outstanding AEL RSU, other than the AEL RSUs granted following the date of the Merger Agreement (Rollover AEL RSUs), was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (1) the number of shares of AEL Common Stock subject to such AEL RSU immediately prior to the Effective Time and (2) $55. F4: At the Effective Time, any outstanding Rollover AEL RSU automatically ceased to represent an award denominated in AEL Common Stock and was converted into an award of cash-settled restricted stock units denominated in shares of BAM Class A Stock (an Exchanged RSU) and will generally continue to be governed by the same material terms and conditions applicable to the Rollover AEL RSUs immediately prior to the Effective Time, with the number of shares of BAM Class A Stock subject to each such Exchanged RSU equal to the product (rounded down to the nearest whole) of (i) the number of shares of AEL Common Stock subject to such Rollover AEL RSU immediately prior to the Effective Time multiplied by (ii) the quotient of (A) $55 divided by (B) the BAM Class A Stock Price. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 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 14,045 · 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). |
| Options - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $27.40 · Expires 2031-02-25 | Direct | 0 |
Reported balance
After 2024-05-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-02 · Disposition to issuer · Disposed 7,877 · 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). F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-05-02 · Disposition to issuer · Disposed 27,362 · 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). F6: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55. |
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 16,919 restricted stock units of the Issuer (AEL RSUs). Pursuant to the Merger Agreement, at the Effective Time, each outstanding AEL RSU, other than the AEL RSUs granted following the date of the Merger Agreement (Rollover AEL RSUs), was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (1) the number of shares of AEL Common Stock subject to such AEL RSU immediately prior to the Effective Time and (2) $55.
F4: At the Effective Time, any outstanding Rollover AEL RSU automatically ceased to represent an award denominated in AEL Common Stock and was converted into an award of cash-settled restricted stock units denominated in shares of BAM Class A Stock (an Exchanged RSU) and will generally continue to be governed by the same material terms and conditions applicable to the Rollover AEL RSUs immediately prior to the Effective Time, with the number of shares of BAM Class A Stock subject to each such Exchanged RSU equal to the product (rounded down to the nearest whole) of (i) the number of shares of AEL Common Stock subject to such Rollover AEL RSU immediately prior to the Effective Time multiplied by (ii) the quotient of (A) $55 divided by (B) the BAM Class A Stock Price.
F5: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option.
F6: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) 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 19:22 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerPerformance-Based Restricted Stock Units · Derivative | 27,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001039828-24-000058 · wk-form4_1715023365.xml · derivative · entry 4 Lorenzen Jeffrey D · CIK 0001353991 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,362 shares Expires not disclosed F1 · derivative.exercise_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). F6 · derivative.exercise_price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55. 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). F6 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55. F6 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55. F6 · derivative.expiration_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding restricted stock unit subject to performance-based vesting conditions (each, an AEL PSU) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL PSU immediately prior to the Effective Time (based on (A) for AEL PSUs other than the AEL PSUs granted pursuant to the employee restricted stock unit award agreement, dated November 29, 2022, by and between AEL and the Chief Executive Officer of AEL (such PSUs, the VWAP PSUs), a performance level determined based on the greater of target and actual performance as reasonably determined by the Compensation and Talent Management Committee of the board of directors of the Issuer immediately prior to the Effective Time and (B) for the VWAP PSUs, attainment of applicable performance goals based on $55) and (ii) $55. Read SEC document |
| May 02, 2024 Filed May 6, 2024 19:22 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerOptions - Right to Buy · Derivative | 7,877 | Not disclosed Strike: $27.40 | Not disclosed |
DisclosureSEC source: 0001039828-24-000058 · wk-form4_1715023365.xml · derivative · entry 3 Lorenzen Jeffrey D · CIK 0001353991 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,877 shares Expires 2031-02-25 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). F5 · price: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Effective Time, each outstanding and unexercised option to purchase shares of AEL Common Stock (AEL Options) (whether vested or unvested) was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (i) the number of shares of AEL Common Stock subject to such AEL Option immediately prior to the Effective Time and (ii) the excess, if any, of $55 over the exercise price per share of such AEL Option. Read SEC document |
| May 02, 2024 Filed May 6, 2024 19:22 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerCommon Stock | 14,045 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001039828-24-000058 · wk-form4_1715023365.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP 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 19:22 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerCommon Stock | 38,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001039828-24-000058 · wk-form4_1715023365.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP & Chief Risk Officer 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 16,919 restricted stock units of the Issuer (AEL RSUs). Pursuant to the Merger Agreement, at the Effective Time, each outstanding AEL RSU, other than the AEL RSUs granted following the date of the Merger Agreement (Rollover AEL RSUs), was automatically canceled and converted into the right to receive a cash payment, without interest, equal to the product of (1) the number of shares of AEL Common Stock subject to such AEL RSU immediately prior to the Effective Time and (2) $55. F4 · price: At the Effective Time, any outstanding Rollover AEL RSU automatically ceased to represent an award denominated in AEL Common Stock and was converted into an award of cash-settled restricted stock units denominated in shares of BAM Class A Stock (an Exchanged RSU) and will generally continue to be governed by the same material terms and conditions applicable to the Rollover AEL RSUs immediately prior to the Effective Time, with the number of shares of BAM Class A Stock subject to each such Exchanged RSU equal to the product (rounded down to the nearest whole) of (i) the number of shares of AEL Common Stock subject to such Rollover AEL RSU immediately prior to the Effective Time multiplied by (ii) the quotient of (A) $55 divided by (B) the BAM Class A Stock Price. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:45 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 11,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-24-000027 · wk-form4_1709592343.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,756 F1 · shares: Time-based restricted stock units awarded under the American Equity Investment Life Holding Company 2023 Equity Incentive Plan, vesting in three substantially equal parts beginning on the first anniversary of the grant date. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 22:32 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 3,065 | $55.58 | $170,352.70 |
DisclosureSEC source: 0001039828-24-000018 · wk-form4_1709073139.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,323 F1 · shares: Tax withholding on vesting of time-based restricted stock units. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 22:32 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 512 | $55.58 | $28,456.96 |
DisclosureSEC source: 0001039828-24-000018 · wk-form4_1709073139.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,388 F1 · shares: Tax withholding on vesting of time-based restricted stock units. Read SEC document |
| December 20, 2023 Filed Dec 22, 2023 02:46 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerCommon Stock | 26,884 | $55.52 | $1,492,599.68 |
DisclosureSEC source: 0001039828-23-000184 · wk-form4_1703213174.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,900 F1 · shares: Represents the accelerated vesting on December 20, 2023 at the actual level of performance of the performance-based restricted stock units in respect of the 2021-2023 performance period (2021 PSUs), granted by the Issuer pursuant to the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan, as amended, and cash settlement of such award based on (i) the number of 2021 PSUs earned based on the actual level of performance multiplied by (ii) the closing price of the Issuer's common stock on December 20, 2023. Read SEC document |
| December 20, 2023 Filed Dec 22, 2023 02:46 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionCommon Stock | 26,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000184 · wk-form4_1703213174.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,784 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. F1 · shares: Represents the accelerated vesting on December 20, 2023 at the actual level of performance of the performance-based restricted stock units in respect of the 2021-2023 performance period (2021 PSUs), granted by the Issuer pursuant to the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan, as amended, and cash settlement of such award based on (i) the number of 2021 PSUs earned based on the actual level of performance multiplied by (ii) the closing price of the Issuer's common stock on December 20, 2023. F2 · price: Each 2021 PSU is the economic equivalent of one share of the Issuer's common stock. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionOptions - Right to Buy · Derivative | 49,565 | $0.00 Strike: $27.05 | $0.00 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · derivative · entry 9 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49,565 shares Expires 2030-11-19 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. F6 · derivative.exercise_date: Fifty percent (50%) of the option award granted vested on January 2, 2022, upon the performance of certain company objectives. The remaining fifty percent (50%) of the option award vested on the one year anniversary of the vesting of the initial fifty percent (50%) of the option award. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionOptions - Right to Buy · Derivative | 15,755 | $0.00 Strike: $27.40 | $0.00 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · derivative · entry 8 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,877 Underlying: Common Stock · 15,755 shares Expires 2031-02-25 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. F5 · derivative.exercise_date: An award of stock options pursuant to the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan, 1/3 of which vest one year from date of grant; 1/3 vest two years from date of grant and 1/3 vest three years from date of grant. One-half of these options became exercisable on February 25, 2022, and the other half became exercisable on February 25, 2023. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionOptions - Right to Buy · Derivative | 11,299 | $0.00 Strike: $31.63 | $0.00 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · derivative · entry 7 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,299 shares Expires 2031-06-02 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: Fifty percent (50%) of the option award granted vested on June 2, 2022, upon the performance of certain company objectives. The remaining fifty percent (50%) of the option award vested on the one year anniversary of the vesting of the initial fifty percent (50%) of the option award. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 20,776 | $53.87 | $1,119,290.38 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · nonDerivative · entry 5 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,900 F2 · price: This transaction was executed in multiple trades at prices ranging from $53.83 to $53.92. The price reported in column 4 is an average price. 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 number of shares sold and the prices at which the transactions were settled. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 76,619 | $53.85 | $4,125,580.70 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · nonDerivative · entry 4 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,676 F1 · price: This transaction was executed in multiple trades at prices ranging from $53.74 to $53.91. The price reported in column 4 is an average price. 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 number of shares sold and the prices at which the transactions were settled. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionCommon Stock | 49,565 | $27.05 | $1,340,733.25 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · nonDerivative · entry 3 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,295 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 |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionCommon Stock | 15,755 | $27.40 | $431,687.00 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,730 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 |
| September 21, 2023 Filed Sep 25, 2023 22:54 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionCommon Stock | 11,299 | $31.63 | $357,387.37 |
DisclosureSEC source: 0001039828-23-000149 · wk-form4_1695682443.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,975 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 |
| February 27, 2023 Filed Mar 1, 2023 21:20 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 2,488 | $41.61 | $103,525.68 |
DisclosureSEC source: 0001039828-23-000038 · wf-form4_167770562887811.xml · nonDerivative · entry 3 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,676 F3 · shares: Issuer determination of shares withheld for taxes on a payout of shares of common stock for time-based restricted stock units. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 21:20 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 12,161 | $41.61 | $506,019.21 |
DisclosureSEC source: 0001039828-23-000038 · wf-form4_167770562887811.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,164 F2 · shares: Issuer determination of shares withheld for taxes on a payout of shares of common stock for performance-based restricted stock units. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 21:20 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 26,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000038 · wf-form4_167770562887811.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,325 F1 · shares: The issuer determined the performance factor, and therefore the number of shares of its common stock payable, for these 2020-2022 performance-based restricted stock units under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:02 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000016 · wf-form4_167754255604452.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,500 F1 · shares: Time-based restricted stock units awarded under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan vesting in three substantially equal parts beginning on the first anniversary of the grant date. Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 17:32 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 25,000 | $40.00 | $1,000,077.50 |
DisclosureSEC source: 0001039828-22-000083 · wf-form4_166023911823855.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,439 F1 · shares: This transaction was executed under a 10b5-1 plan put in place by the executive for financial planning purposes. The 10b5-1 plan triggered multiple trades at prices ranging from $40.00 to $40.04. The price reported in column 4 is an average price. 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 number of shares sold and the prices at which the transactions were settled. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:41 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 8,692 | $37.69 | $327,601.48 |
DisclosureSEC source: 0001039828-22-000023 · wf-form4_164625727740011.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,342 F2 · shares: Issuer determination of shares withheld for taxes on a payout of shares of common stock for performance based restricted stock units. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:41 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 19,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-22-000023 · wf-form4_164625727740011.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,034 F1 · shares: The issuer determined the performance factor, and therefore the number of shares of its common stock payable, for these 2019-2021 performance-based restricted stock units under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan. Read SEC document |
| February 28, 2022 Filed Apr 13, 2022 23:43 UTC Amendment | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 1,903 | $37.69 | $71,724.07 |
DisclosureSEC source: 0001039828-22-000029 · wf-form4a_164989338487140.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,439 F1 · shares: Issuer determination of shares withheld for taxes on a payout of shares of common stock for time based restricted stock units; inadvertently omitted from the original report. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:38 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-22-000016 · wf-form4_164582869117755.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,859 F1 · shares: Time based restricted stock units awarded under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan that vest on the third anniversary of the date of grant. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:58 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 7,104 | $41.09 | $291,893.41 |
DisclosureSEC source: 0001039828-22-000003 · wf-form4_164193828660513.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,414 F2 · shares: This transaction was executed under a 10b5-1 plan put in place by the executive for financial planning purposes. The 10b5-1 plan triggered multiple trades at prices ranging from $40.71 to $41.42. The price reported in column 4 is an average price. 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 number of shares sold and the prices at which the transactions were settled. Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:58 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 12,896 | $41.10 | $530,075.89 |
DisclosureSEC source: 0001039828-22-000003 · wf-form4_164193828660513.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,518 F1 · shares: This transaction was executed under a 10b5-1 plan put in place by the executive for financial planning purposes. The 10b5-1 plan triggered multiple trades at prices ranging from $40.71 to $41.50. The price reported in column 4 is an average price. 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 number of shares sold and the prices at which the transactions were settled. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 23:29 UTC | American National Group Inc. AEL · Entity 9766 | GrantOptions - Right to Buy · Derivative | 11,299 | $0.00 Strike: $31.63 | $0.00 |
DisclosureSEC source: 0001039828-21-000041 · wf-form4_162284934903409.xml · derivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,299 Underlying: Common Stock · 11,299 shares Expires 2031-06-02 F1 · derivative.exercise_date: Fifty percent (50%) of the Option Award granted vests upon the later of: (i) the Company attaining a $37.00 per share common stock price (based on a 30-day trading average); and (ii) the one year anniversary of the Grant Date. The remaining fifty percent (50%) of the Option Award vests on the one year anniversary of the vesting of the initial fifty percent (50%) of the Option Award. If the Company does not achieve the $37 per share common stock price on or before the fifth anniversary of the Grant Date, the Option Award shall be forfeited. Read SEC document |
| February 27, 2021 Filed Mar 1, 2021 20:53 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 4,856 | $27.63 | $134,171.28 |
DisclosureSEC source: 0001039828-21-000019 · wf-form4_161463197493411.xml · nonDerivative · entry 4 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,414 Read SEC document |
| February 27, 2021 Filed Mar 1, 2021 20:53 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 16,001 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-21-000019 · wf-form4_161463197493411.xml · nonDerivative · entry 3 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,270 F2 · shares: Performance based restricted stock units that vested and converted into shares of common stock under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan. Read SEC document |
| February 27, 2021 Filed Mar 1, 2021 20:53 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 945 | $27.63 | $26,110.35 |
DisclosureSEC source: 0001039828-21-000019 · wf-form4_161463197493411.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,269 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 20:53 UTC | American National Group Inc. AEL · Entity 9766 | GrantOptions - Right to Buy · Derivative | 23,632 | $0.00 Strike: $27.40 | $0.00 |
DisclosureSEC source: 0001039828-21-000019 · wf-form4_161463197493411.xml · derivative · entry 6 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,197 Underlying: Common Stock · 23,632 shares Expires 2031-02-25 F4 · derivative.exercise_date: An award of stock options pursuant to the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan, 1/3 of which vest one year from date of grant; 1/3 vest two years from date of grant and 1/3 vest three years from date of grant. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 20:53 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 6,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-21-000019 · wf-form4_161463197493411.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · EVP-Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,214 F1 · shares: Time based restricted stock units awarded under the American Equity Investment Life Holding Company Amended and Restated Equity Incentive Plan that vest on the third anniversary of the date of grant. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:03 UTC | American National Group Inc. AEL · Entity 9766 | GrantOptions - Right to Buy · Derivative | 49,565 | $0.00 Strike: $27.05 | $0.00 |
DisclosureSEC source: 0001039828-20-000087 · wf-form4_160616900274023.xml · derivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,565 Underlying: Common Stock · 49,565 shares Expires 2030-11-19 F1 · derivative.exercise_date: Fifty percent (50%) of the Option Award granted vests upon the later of: (i) the Company attaining a $37.00 per share common stock price (based on a 30-day trading average); and (ii) the one year anniversary of the Grant Date. The remaining fifty percent (50%) of the Option Award vests on the one year anniversary of the vesting of the initial fifty percent (50%) of the Option Award. If the Company does not achieve the $37 per share common stock price on or before the fifth anniversary of the Grant Date, the Option Award shall be forfeited. Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 23:31 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 1,190 | $18.72 | $22,276.80 |
DisclosureSEC source: 0001039828-20-000029 · wf-form4_158388304166887.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,493 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 23:06 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 5,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-20-000022 · wf-form4_158319035937864.xml · nonDerivative · entry 3 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,683 F2 · shares: Time based restricted stock units awarded under the American Equity Investment Life Holding Company 2016 Employee Incentive Plan that vest on the third anniversary of the date of grant. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 23:06 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 6,506 | $26.80 | $174,360.80 |
DisclosureSEC source: 0001039828-20-000022 · wf-form4_158319035937864.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,186 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 23:06 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 14,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-20-000022 · wf-form4_158319035937864.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,692 F1 · shares: Performance based restricted stock units that vested and converted into shares of common stock under the American Equity Investment Life Holding Company 2016 Employee Incentive Plan. Read SEC document |
| August 17, 2019 Filed Aug 20, 2019 20:59 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 693 | $22.35 | $15,488.55 |
DisclosureSEC source: 0001039828-19-000058 · wf-form4_156633477830936.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,337 Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 21:42 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 12,413 | $27.25 | $338,254.25 |
DisclosureSEC source: 0001039828-19-000051 · wf-form4_156201733574688.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,030 Read SEC document |
| June 02, 2019 Filed Jun 4, 2019 21:29 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 1,204 | $28.31 | $34,085.24 |
DisclosureSEC source: 0001039828-19-000033 · wf-form4_155968375102903.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,443 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 4,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-19-000011 · wf-form4_155173827171026.xml · nonDerivative · entry 3 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,647 F2 · shares: An award of restricted stock units pursuant to the American Equity Investment Life Holding Company 2016 Employee Incentive Plan that vests on the third anniversary of the date of grant. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 7,818 | $31.65 | $247,439.70 |
DisclosureSEC source: 0001039828-19-000011 · wf-form4_155173827171026.xml · nonDerivative · entry 2 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,441 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 22:24 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 17,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-19-000011 · wf-form4_155173827171026.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,259 F1 · shares: An award of restricted stock units pursuant to the American Equity Investment Life Holding Company 2016 Employee Incentive Plan that vested and converted into shares of common stock. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 22:49 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-18-000054 · wf-form4_153480535342469.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,011 F1 · shares: An award of restricted stock units pursuant to the American Equity Investment Life Holding Company 2016 Employee Incentive Plan that vests one year from the date of grant. Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 23:17 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 267 | $32.54 | $8,688.18 |
DisclosureSEC source: 0001039828-18-000017 · wf-form4_152089666433866.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,511 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:29 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-18-000009 · wf-form4_151993975476233.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,778 F1 · shares: An award of restricted stock pursuant to the American Equity Investment Life Holding Company 2016 Employee Incentive Plan that vests on the third anniversary of the date of grant. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 23:23 UTC | American National Group Inc. AEL · Entity 9766 | Tax withholdingCommon Stock | 429 | $31.92 | $13,693.68 |
DisclosureSEC source: 0001039828-18-000008 · wf-form4_151977376753796.xml · nonDerivative · entry 1 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,663 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 20:13 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-17-000028 · wf-form4_148943598769120.xml · nonDerivative · entry 3 Lorenzen Jeffrey D · CIK 0001353991 · Executive VP-Chief Inv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,092 F2 · shares: An award of restricted stock pursuant to the American Equity Investment Life Holding Company 2016 Employee Incentive Plan that vests on the third anniversary of the date of grant. 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.