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 53,507 · 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. |
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 19:24 UTC | American National Group Inc. AEL · Entity 9766 | Disposition to issuerCommon Stock | 53,507 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001039828-24-000066 · wk-form4_1715023481.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · 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 |
| August 14, 2023 Filed Aug 15, 2023 20:16 UTC | American National Group Inc. AEL · Entity 9766 | GiftCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000126 · wk-form4_1692130590.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,507 Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:52 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-23-000104 · wk-form4_1686603131.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,907 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: 0001039828-22-000058 · wf-form4_165523788635699.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,604 F1 · shares: Restricted stock vests earlier of grant date anniversary or AEL's 2023 annual shareholder meeting. Read SEC document |
| May 16, 2022 Filed May 18, 2022 19:15 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionOptions - Right to Buy · Derivative | 14,000 | $10.52 Strike: $10.52 | $147,280.00 |
DisclosureSEC source: 0001039828-22-000046 · wf-form4_165290128897277.xml · derivative · entry 4 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,000 shares Expires 2022-06-07 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 |
| May 16, 2022 Filed May 18, 2022 19:15 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 314 | $35.35 | $11,099.08 |
DisclosureSEC source: 0001039828-22-000046 · wf-form4_165290128897277.xml · nonDerivative · entry 3 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,003 F2 · price: This transaction was executed in multiple trades at prices ranging from $35.30 to $35.39. The price reported in column 4 is a weighted 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 |
| May 16, 2022 Filed May 18, 2022 19:15 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 3,923 | $34.80 | $136,508.24 |
DisclosureSEC source: 0001039828-22-000046 · wf-form4_165290128897277.xml · nonDerivative · entry 2 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,317 F1 · price: This transaction was executed in multiple trades at prices ranging from $34.245 to $35.23. The price reported in column 4 is a weighted 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 |
| May 16, 2022 Filed May 18, 2022 19:15 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionCommon Stock | 14,000 | $10.52 | $147,280.00 |
DisclosureSEC source: 0001039828-22-000046 · wf-form4_165290128897277.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,240 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 21:29 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-21-000051 · wf-form4_162370615387191.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,240 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 |
| March 24, 2021 Filed Mar 25, 2021 20:07 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionOptions - Right to Buy · Derivative | 15,000 | $12.26 Strike: $12.26 | $183,900.00 |
DisclosureSEC source: 0001039828-21-000025 · wf-form4_161670284015237.xml · derivative · entry 3 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2021-06-09 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 |
| March 24, 2021 Filed Mar 25, 2021 20:07 UTC | American National Group Inc. AEL · Entity 9766 | SaleCommon Stock | 6,281 | $29.36 | $184,438.42 |
DisclosureSEC source: 0001039828-21-000025 · wf-form4_161670284015237.xml · nonDerivative · entry 2 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,219 F1 · price: This transaction was executed in multiple trades at prices ranging from $29.34 to $29.38. 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 |
| March 24, 2021 Filed Mar 25, 2021 20:07 UTC | American National Group Inc. AEL · Entity 9766 | Exercise / conversionCommon Stock | 15,000 | $12.26 | $183,900.00 |
DisclosureSEC source: 0001039828-21-000025 · wf-form4_161670284015237.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 18:41 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-20-000050 · wf-form4_159164167368236.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,500 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 20:52 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-19-000041 · wf-form4_155985435557235.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,300 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 7, 2018 19:21 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-18-000031 · wf-form4_152839929263746.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,100 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 21:25 UTC | American National Group Inc. AEL · Entity 9766 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001039828-17-000065 · wf-form4_149635234251302.xml · nonDerivative · entry 1 Neugent Gerard D. · CIK 0001500104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.