secwatch / observer
8-K filed May 2, 2024, 7:59 PM ET ticker ANG-PD CIK 0001039828
M&A confidence high sentiment neutral materiality 1.00

Brookfield Reinsurance completes AEL acquisition for $56.50/share cash + stock

American National Group Inc.

Machine-readable event card

schema_version
secwatch.filing_event.v1
accession
0001104659-24-056427
form_type
8-K
ticker
ANG-PD
cik
0001039828
company_name
American National Group Inc.
filed_at
2024-05-02T23:59:59+00:00
discovered_at
2026-05-14T18:03:16.986070+00:00
generated_at
2026-06-02T23:46:01.616440+00:00
sec_items
["2.01", "3.01", "3.03", "5.01", "5.02", "5.03", "8.01", "9.01"]
event_type
m_and_a
sentiment
neutral
materiality_score
1.0
calibrated_materiality_score
1.0
confidence
high
secwatch_canonical_url
https://secwatch.observer/filing/0001104659-24-056427
json_url
https://secwatch.observer/filing/0001104659-24-056427.json
markdown_url
https://secwatch.observer/filing/0001104659-24-056427.md
text_url
https://secwatch.observer/filing/0001104659-24-056427.txt
edgar_index_url
https://www.sec.gov/Archives/edgar/data/1039828/000110465924056427/0001104659-24-056427-index.htm
edgar_primary_document_url
https://www.sec.gov/Archives/edgar/data/1039828/000110465924056427/tm2413201d1_8k.htm
generated_by_model
deepseek-v4-flash:cloud@v2
review_status
machine_generated
human_reviewed
false
corrected
false
correction_note
null
correction_timestamp
null
superseded_by
null

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Anant Bhalla

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Departed

Robert L. Howe

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Departed

Anant Bhalla

Chief Executive Officer
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
Anant Bhalla ceased to be an executive officer of the Company as of the Effective Time.
Appointed

Jon Bayer

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company
Departed

Michael E. Hayes

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Departed

William R. Kunkel

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Departed

Brenda J. Cushing

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Appointed

Gregory Morrison

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company
Departed

David S. Mulcahy

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Appointed

Sachin Shah

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company
Departed

Alan D. Matula

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Departed

Axel André

Other Named Officer
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
Axel André delivered his notice of resignation to the Company on April 8, 2024 and his resignation will be treated as a resignation for Good Reason
Departed

Douglas T. Healy

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Departed

Joyce A. Chapman

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Departed

Gerard D. Neugent

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
Appointed

Anne Schaumburg

Director
ANG-PD · American National Group Inc.
Effective
2024-05-02
Filed
May 2, 2024, 7:59 PM ET
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Anant Bhalla resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Robert L. Howe resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Anant Bhalla departed as Chief Executive Officer at American National Group Inc..

Action
ceased to be an executive officer
Role
Chief Executive Officer
Exact text from the filing
Anant Bhalla ceased to be an executive officer of the Company as of the Effective Time.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Jon Bayer was appointed as Director at American National Group Inc..

Action
appointed
Role
Director
Exact text from the filing
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Michael E. Hayes resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

William R. Kunkel resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Brenda J. Cushing resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Gregory Morrison was appointed as Director at American National Group Inc..

Action
appointed
Role
Director
Exact text from the filing
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

David S. Mulcahy resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Sachin Shah was appointed as Director at American National Group Inc..

Action
appointed
Role
Director
Exact text from the filing
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Alan D. Matula resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Axel André resigned as other_named_officer at American National Group Inc..

Action
resigned
Exact text from the filing
Axel André delivered his notice of resignation to the Company on April 8, 2024 and his resignation will be treated as a resignation for Good Reason
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Douglas T. Healy resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Joyce A. Chapman resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Gerard D. Neugent resigned as Director at American National Group Inc..

Action
resigned
Role
Director
Exact text from the filing
each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.
View on SEC.gov
Executive change SEC 8-K Item 5.02 confidence 0.95

Anne Schaumburg was appointed as Director at American National Group Inc..

Action
appointed
Role
Director
Exact text from the filing
the directors of Merger Sub in office immediately prior to the consummation of the Merger, comprising of Sachin Shah, Jon Bayer, Anne Schaumburg and Gregory Morrison, became the directors of the Company
View on SEC.gov
Governance Changes SEC 8-K Item 5.03/5.05/5.06 confidence 0.9

American National Group Inc.: Articles of incorporation and bylaws amended and restated in connection with merger.

Change
bylaw amendment
Exact text from the filing
Pursuant to the terms of the Merger Agreement, at the Effective Time, the articles of incorporation and bylaws of the Company were amended and restated in substantially the form of the articles of incorporation and bylaws of Merger Sub as in effect immediately prior to the Effective Time
View on SEC.gov
M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

American National Group Inc. underwent a change of control involving Brookfield Reinsurance Ltd. for $2.46 billion in cash and 28,803,599 shares of BAM Class A Stock (closed 2024-05-02).

Action
change of control
Counterparty
Brookfield Reinsurance Ltd.
Consideration
$2.46 billion in cash and 28,803,599 shares of BAM Class A Stock
Closing
2024-05-02
Exact text from the filing
Shares not already held by Parent or its affiliates, and the Company became an indirect, wholly owned subsidiary of Parent. The aggregate Merger Consideration was approximately $2.46 billion in cash and 28,803,599 shares of BAM Class A Stock. Parent funded the Cash Consideration through cash on hand at the Parent and its subsidiaries. --- EX-99.1 (EXHIBIT 99.1)
View on SEC.gov

Comparable filings

CVGW

Calavo completes acquisition by Mission Produce; shareholders receive 0.9790 Mission shares + $14.85 cash per share

CALAVO GROWERS INC May 29, 2026, 6:01 AM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 9.01

same fact type: executive_change, ma_transaction same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 9.01 same event type: m_and_a similar materiality

This filing

each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.

Comparable filing

B. John Lindeman, Farha Aslam, Marc L. Brown, Michael DiGregorio, Steven Hollister, Kathleen M. Holmgren, J. Link Leavens, and Adriana Mendizabal tendered their resignations as members of the board of directors of Calavo and from all committees of the board on which they formerly served, effective as of the First Effective Time.

Filing page SEC filing

AMWD

American Woodmark completes merger with MasterBrand; shareholders receive 5.150 MBC shares per share

AMERICAN WOODMARK CORP May 28, 2026, 9:17 AM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 7.01, 9.01

same fact type: governance_change, ma_transaction same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

Pursuant to the terms of the Merger Agreement, at the Effective Time, the articles of incorporation and bylaws of the Company were amended and restated in substantially the form of the articles of incorporation and bylaws of Merger Sub as in effect immediately prior to the Effective Time

Comparable filing

the Articles of Incorporation and Bylaws of American Woodmark were each amended and restated in their entirety to be the same as the Articles of Incorporation and Bylaws of Merger Sub as in effect immediately prior to the Effective Time, except that references to Merger Sub’s name were replaced with references to American Woodmark’s name.

Filing page SEC filing

Veris Residential, L.P.

Veris Residential taken private in $3.5B all-cash acquisition by Affinius Capital consortium

Veris Residential, L.P. May 27, 2026, 4:44 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01

same fact type: governance_change, ma_transaction same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

Pursuant to the terms of the Merger Agreement, at the Effective Time, the articles of incorporation and bylaws of the Company were amended and restated in substantially the form of the articles of incorporation and bylaws of Merger Sub as in effect immediately prior to the Effective Time

Comparable filing

Pursuant to the Merger Agreement, following the consummation of the Merger, the Company ceased to exist and Merger Sub I continued as the Surviving Entity. As of the Effective Time, (i) the certificate of formation of Merger Sub I in effect immediately prior to the consummation of the Merger became the certificate of formation of the Surviving Entity, and (ii) the limited liability company agreement of Merger Sub I in effect immediately prior to the consummation of the Merger became the limited liability company agreement of the Surviving Entity.

Filing page SEC filing

OCFC

OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus

OCEANFIRST FINANCIAL CORP June 1, 2026, 5:19 PM ET m_and_a Items 1.01, 3.02, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 9.01

same fact type: executive_change, ma_transaction same SEC item: 2.01, 3.03, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.

Comparable filing

Todd Schell, designated by Warburg, was appointed to serve as a director of OceanFirst

Filing page SEC filing

Enviri II Corp

New Enviri completes spin-off; starts trading June 2 under NVRI; ~$1.2B revenue, ~$140M EBITDA

Enviri II Corp June 1, 2026, 5:18 PM ET m_and_a Items 1.01, 2.03, 3.03, 5.03, 5.01, 5.02, 5.05, 7.01, 9.01

same fact type: governance_change, ma_transaction same SEC item: 3.03, 5.01, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

Pursuant to the terms of the Merger Agreement, at the Effective Time, the articles of incorporation and bylaws of the Company were amended and restated in substantially the form of the articles of incorporation and bylaws of Merger Sub as in effect immediately prior to the Effective Time

Comparable filing

In connection with the Spin-Off, the Board adopted the Code of Conduct, a copy of which is available on New Enviri’s website at www.enviri.com.

Filing page SEC filing

NVRI

Enviri completes sale of Clean Earth to Veolia for $3.04B; spins off remaining businesses as New Enviri

ENVIRI Corp June 1, 2026, 5:15 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 9.01

same fact type: ma_transaction same SEC item: 2.01, 3.01, 3.03, 5.01, 9.01 same event type: m_and_a similar materiality

This filing

Shares not already held by Parent or its affiliates, and the Company became an indirect, wholly owned subsidiary of Parent. The aggregate Merger Consideration was approximately $2.46 billion in cash and 28,803,599 shares of BAM Class A Stock. Parent funded the Cash Consideration through cash on hand at the Parent and its subsidiaries. --- EX-99.1 (EXHIBIT 99.1)

Comparable filing

On June 1, 2026, pursuant to the terms of the Separation Agreement and the Merger Agreement, the following series of transactions occurred

Filing page SEC filing

MBC

MasterBrand completes all-stock merger with American Woodmark; expects $90M annual cost synergies by year 3

MasterBrand, Inc. May 28, 2026, 9:11 AM ET m_and_a Items 2.01, 2.03, 5.02, 7.01, 9.01

same fact type: executive_change, ma_transaction same SEC item: 2.01, 5.02, 9.01 same event type: m_and_a similar materiality

This filing

each of David S. Mulcahy, Anant Bhalla, Joyce A. Chapman, Brenda J. Cushing, Michael E. Hayes, Douglas T. Healy, Robert L. Howe, William R. Kunkel, Alan D. Matula and Gerard D. Neugent, being all of the directors of the Company immediately prior to the Effective Time, resigned and ceased to be directors of the Company.

Comparable filing

The following three (3) former directors of American Woodmark were appointed to serve as independent directors on the Board of Directors of MasterBrand (the “Board”), effective as of the Effective Time: Andrew Cogan, Philip Fracassa and Daniel Hendrix (the “Former American Woodmark Directors”).

Filing page SEC filing

TIPT

Tiptree completes $1.65B sale of Fortegra to DB Insurance, receives ~$1.08B proceeds

TIPTREE INC. May 29, 2026, 4:03 PM ET m_and_a Items 1.01, 2.01, 1.02, 8.01, 9.01

same fact type: ma_transaction same SEC item: 2.01, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

Shares not already held by Parent or its affiliates, and the Company became an indirect, wholly owned subsidiary of Parent. The aggregate Merger Consideration was approximately $2.46 billion in cash and 28,803,599 shares of BAM Class A Stock. Parent funded the Cash Consideration through cash on hand at the Parent and its subsidiaries. --- EX-99.1 (EXHIBIT 99.1)

Comparable filing

on April 8, 2026, executed a joinder to the Merger Agreement to become a party thereto. Pursuant to the Merger Agreement, Purchaser acquired Fortegra for a purchase price of $1.65 billion in cash (subject to certain adjustments set forth in the Merger Agreement) by means of a merger of Merger Sub with and into Fortegra, with Fortegra surviving the Merger (the “

Filing page SEC filing

Source: SEC EDGAR
accession 0001104659-24-056427

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.