{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-24-058469","form_type":"8-K","ticker":"ANG-PD","cik":"0001039828","company_name":"American National Group Inc.","filed_at":"2024-05-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:16.986398+00:00","generated_at":"2026-06-02T08:31:26.734366+00:00","sec_items":["1.01","1.02","2.01","8.01","2.03","5.03","7.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"confidence":"high","headline":"American National Group Inc. formed after merger with Brookfield; $1.75B term loan and preferred ticker change","bullets":["Completed merger with American National Group, LLC (Brookfield Reinsurance subsidiary); now indirect wholly-owned subsidiary of Brookfield Reinsurance.","Entered $1.75B senior unsecured term loan with Bank of Montreal, matures May 2027; prior credit agreement terminated.","Assumed $500M 6.144% Senior Notes due 2032 from ANAT; interest payable June 13 and December 13.","Reincorporated in Delaware, renamed American National Group Inc.; preferred stock tickers to change to ANGPRA and ANGPRB effective May 13, 2024.","Declared Series A dividend of $0.371875/dep. share and Series B dividend of $0.4140625/dep. share, payable June 1, 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-24-058469","json":"https://secwatch.observer/filing/0001104659-24-058469.json","markdown":"https://secwatch.observer/filing/0001104659-24-058469.md","text":"https://secwatch.observer/filing/0001104659-24-058469.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/tm2413694d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T08:31:26.734366+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"8c984b60d0cacc325eb887481fb58ccac9b10f20","claim":"American National Group Inc. incurred senior notes of $500 million with Wilmington Trust, National Association at 6.144% per annum maturing June 13, 2032.","evidence_excerpt":"On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","confidence":0.95,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"senior notes"},{"label":"Principal","value":"$500 million"},{"label":"Counterparty","value":"Wilmington Trust, National Association"},{"label":"Rate","value":"6.144% per annum"},{"label":"Maturity","value":"June 13, 2032"},{"label":"Event","value":"incurrence"}]},{"claim_id":"bbb354b511848e3ec566df186ca6173e5c03fa3b","claim":"American National Group Inc. incurred term loan of $1,750,000,000 with Bank of Montreal at bear interest as determined in accordance with the Term Loan Agreement maturing May 25, 2027.","evidence_excerpt":"On May 7, 2024 (the “ Effective Date ”), American Equity Investment Life Holding Company, an Iowa corporation (the “ Company ”), entered into a new term loan agreement (the “ Term Loan Agreement ”), among the Company, the lenders from time to time party thereto and Bank of Montreal, as administrative agent. The Term Loan Agreement provides for the incurrence of $1,750,000,000 in senior unsecured term loans (the “ Term Loans ”) with the potential to incur additional incremental term facilities. The Term Loans will mature on May 25, 2027 and will bear interest as determined in accordance with the Term Loan Agreement.","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","confidence":0.98,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"term loan"},{"label":"Principal","value":"$1,750,000,000"},{"label":"Counterparty","value":"Bank of Montreal"},{"label":"Rate","value":"bear interest as determined in accordance with the Term Loan Agreement"},{"label":"Maturity","value":"May 25, 2027"},{"label":"Event","value":"incurrence"}]},{"claim_id":"8a83caf1cd612355929732ce119b02b44856efeb","claim":"American National Group Inc. underwent a change of control involving Brookfield Reinsurance Ltd. for Merger of American National Group, LLC with and into the Company, resulting in the Company becoming an indirect wholly-owned subsidiary of Brookfield Reinsuranc (closed 2024-05-07).","evidence_excerpt":"On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","confidence":0.95,"family_label":"M&A Transactions","details":[{"label":"Action","value":"change of control"},{"label":"Counterparty","value":"Brookfield Reinsurance Ltd."},{"label":"Consideration","value":"Merger of American National Group, LLC with and into the Company, resulting in the Company becoming an indirect wholly-owned subsidiary of Brookfield Reinsuranc"},{"label":"Closing","value":"2024-05-07"}]},{"claim_id":"0785afe95127bd4e50bacc0d206c3e5fecba863f","claim":"American National Group Inc. entered into Term Loan Agreement with Bank of Montreal valued at $1,750,000,000 (effective 2024-05-07).","evidence_excerpt":"On May 7, 2024 (the “ Effective Date ”), American Equity Investment Life Holding Company, an Iowa corporation (the “ Company ”), entered into a new term loan agreement (the “ Term Loan Agreement ”), among the Company, the lenders from time to time party thereto and Bank of Montreal, as administrative agent.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"Bank of Montreal"},{"label":"Value","value":"$1,750,000,000"},{"label":"Effective","value":"2024-05-07"}]},{"claim_id":"2c5583686911acbd7538fe7ed08bf81e945434a1","claim":"American National Group Inc. terminated Credit Agreement with Citizens Bank, N.A. (effective 2024-05-07).","evidence_excerpt":"On the Effective Date, the Company repaid in full all indebtedness and other obligations outstanding under, and terminated, the Credit Agreement, dated as of February 15, 2022, among the Company, the lenders party thereto, and Citizens Bank, N.A., as administrative agent.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"termination"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"Citizens Bank, N.A."},{"label":"Effective","value":"2024-05-07"}]}],"comparable_filings":[{"accession":"0001193125-26-251758","ticker":"OCFC","company_name":"OCEANFIRST FINANCIAL CORP","filed_at":"2026-06-01T21:19:28+00:00","headline":"OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus","event_type":"m_and_a","sec_items":["1.01","3.02","2.01","2.03","3.03","5.02","5.03","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: debt_financing, ma_transaction","same SEC item: 1.01, 2.01, 2.03, 5.03, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251758","json":"https://secwatch.observer/filing/0001193125-26-251758.json","markdown":"https://secwatch.observer/filing/0001193125-26-251758.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/d145829d8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"$65,000,000 in aggregate principal amount of 6.000% Fixed-to-Floating Rate Subordinated Notes due 2032","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm"}},{"accession":"0001193125-26-251752","ticker":null,"company_name":"Enviri II Corp","filed_at":"2026-06-01T21:18:36+00:00","headline":"New Enviri completes spin-off; starts trading June 2 under NVRI; ~$1.2B revenue, ~$140M EBITDA","event_type":"m_and_a","sec_items":["1.01","2.03","3.03","5.03","5.01","5.02","5.05","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: debt_financing, ma_transaction, material_agreement","same SEC item: 1.01, 2.03, 5.03, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251752","json":"https://secwatch.observer/filing/0001193125-26-251752.json","markdown":"https://secwatch.observer/filing/0001193125-26-251752.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2104052/000119312526251752/0001193125-26-251752-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2104052/000119312526251752/d258410d8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"The Credit Agreement provides for (i) a revolving credit facility in an aggregate principal amount of $152.0 million (such facility, the “Revolving Credit Facility”)","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2104052/000119312526251752/0001193125-26-251752-index.htm"}},{"accession":"0001393726-26-000034","ticker":"TIPT","company_name":"TIPTREE INC.","filed_at":"2026-05-29T20:03:28+00:00","headline":"Tiptree completes $1.65B sale of Fortegra to DB Insurance, receives ~$1.08B proceeds","event_type":"m_and_a","sec_items":["1.01","2.01","1.02","8.01","9.01"],"materiality_score":0.95,"calibrated_materiality_score":0.95,"match_reasons":["same fact type: ma_transaction","same SEC item: 1.01, 1.02, 2.01, 8.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001393726-26-000034","json":"https://secwatch.observer/filing/0001393726-26-000034.json","markdown":"https://secwatch.observer/filing/0001393726-26-000034.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1393726/000139372626000034/0001393726-26-000034-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1393726/000139372626000034/tipt-20260529.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"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 “","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1393726/000139372626000034/0001393726-26-000034-index.htm"}},{"accession":"0001193125-26-243155","ticker":"AMWD","company_name":"AMERICAN WOODMARK CORP","filed_at":"2026-05-28T13:17:49+00:00","headline":"American Woodmark completes merger with MasterBrand; shareholders receive 5.150 MBC shares per share","event_type":"m_and_a","sec_items":["1.02","2.01","3.01","3.03","5.01","5.02","5.03","7.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: ma_transaction","same SEC item: 1.02, 2.01, 5.03, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-243155","json":"https://secwatch.observer/filing/0001193125-26-243155.json","markdown":"https://secwatch.observer/filing/0001193125-26-243155.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/794619/000119312526243155/0001193125-26-243155-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/794619/000119312526243155/d50625d8k.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"Merger Consideration Pursuant to the Merger Agreement, at the Effective Time, each share of American Woodmark common stock outstanding was converted into the right to receive 5.150 shares of MasterBrand common stock (such ratio, the “Exchange Ratio”), plus cash in lieu of any fractional shares. Treatment of American Woodmark Equity Awards Pursuant to the","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/794619/000119312526243155/0001193125-26-243155-index.htm"}},{"accession":"0001193125-26-243139","ticker":"MBC","company_name":"MasterBrand, Inc.","filed_at":"2026-05-28T13:11:57+00:00","headline":"MasterBrand completes all-stock merger with American Woodmark; expects $90M annual cost synergies by year 3","event_type":"m_and_a","sec_items":["2.01","2.03","5.02","7.01","9.01"],"materiality_score":1.0,"calibrated_materiality_score":1.0,"match_reasons":["same fact type: debt_financing, ma_transaction","same SEC item: 2.01, 2.03, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-243139","json":"https://secwatch.observer/filing/0001193125-26-243139.json","markdown":"https://secwatch.observer/filing/0001193125-26-243139.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1941365/000119312526243139/0001193125-26-243139-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1941365/000119312526243139/d104287d8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"On May 28, 2026, MasterBrand drew down the full $375 million available under the Term Loan A.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1941365/000119312526243139/0001193125-26-243139-index.htm"}},{"accession":"0001104659-26-066981","ticker":null,"company_name":"Veris Residential, L.P.","filed_at":"2026-05-27T20:44:11+00:00","headline":"Veris Residential taken private in $3.5B all-cash acquisition by Affinius Capital consortium","event_type":"m_and_a","sec_items":["1.02","2.01","3.01","3.03","5.01","5.02","5.03","8.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: ma_transaction","same SEC item: 1.02, 2.01, 5.03, 8.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-066981","json":"https://secwatch.observer/filing/0001104659-26-066981.json","markdown":"https://secwatch.observer/filing/0001104659-26-066981.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1067063/000110465926066981/0001104659-26-066981-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/924901/000110465926066981/tm2615596d1_8k.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"and (ii) any direct or indirect wholly owned subsidiary of the Company, if any) was automatically cancelled and\nconverted into the right to receive an amount equal to $19.00 per Share in cash, without interest thereon (the “ Merger Consideration ”),\nceased to be outstanding and was automatically cancelled and ceased to exist; and · Merger Sub II","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1067063/000110465926066981/0001104659-26-066981-index.htm"}},{"accession":"0001193125-26-251741","ticker":"NVRI","company_name":"ENVIRI Corp","filed_at":"2026-06-01T21:15:54+00:00","headline":"Enviri completes sale of Clean Earth to Veolia for $3.04B; spins off remaining businesses as New Enviri","event_type":"m_and_a","sec_items":["1.02","2.01","3.01","3.03","5.01","9.01"],"materiality_score":0.9,"calibrated_materiality_score":0.9,"match_reasons":["same fact type: ma_transaction, material_agreement","same SEC item: 1.02, 2.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-251741","json":"https://secwatch.observer/filing/0001193125-26-251741.json","markdown":"https://secwatch.observer/filing/0001193125-26-251741.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/45876/000119312526251741/0001193125-26-251741-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/45876/000119312526251741/d129138d8k.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"On June 1, 2026, pursuant to the terms of the Separation Agreement and the Merger Agreement, the following series of transactions occurred","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/45876/000119312526251741/0001193125-26-251741-index.htm"}},{"accession":"0001193125-26-252096","ticker":"NCSM","company_name":"NCS Multistage Holdings, Inc.","filed_at":"2026-06-02T00:43:55+00:00","headline":"Weatherford to acquire NCS Multistage for 0.463 shares per NCS share; expected close H2 2026","event_type":"m_and_a","sec_items":["1.01","5.07","8.01","9.01"],"materiality_score":1.0,"calibrated_materiality_score":1.0,"match_reasons":["same fact type: material_agreement","same SEC item: 1.01, 8.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-252096","json":"https://secwatch.observer/filing/0001193125-26-252096.json","markdown":"https://secwatch.observer/filing/0001193125-26-252096.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1692427/000119312526252096/0001193125-26-252096-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1692427/000119312526252096/d23867d8k.htm"},"side_by_side_evidence":{"fact_type":"material_agreement","source_excerpt":"On May 7, 2024 (the “ Effective Date ”), American Equity Investment Life Holding Company, an Iowa corporation (the “ Company ”), entered into a new term loan agreement (the “ Term Loan Agreement ”), among the Company, the lenders from time to time party thereto and Bank of Montreal, as administrative agent.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm","comparable_excerpt":"On May 31, 2026, NCS Multistage Holdings, Inc., a Delaware corporation (“ NCS ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”), by and among NCS, Weatherford International plc, an Irish public limited company (“ Weatherford ”), and Trinity Bell Sub, Inc., a Delaware corporation and wholly owned subsidiary of Weatherford (“ Merger Sub ”), pursuant to which, upon the terms and subject to the conditions set forth therein, Merger Sub will merge with and into NCS (the “ Merger ”), with NCS surviving the Merger as a wholly owned subsidiary of Weatherford.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1692427/000119312526252096/0001193125-26-252096-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}