---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-000190"
form_type: "8-K12B"
ticker: "ATH-PA"
cik: "0001527469"
company_name: "Athene Holding Ltd."
filed_at: "2024-01-02T23:59:59+00:00"
generated_at: "2026-06-07T05:16:38.157068+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Athene Holding redomiciles from Bermuda to Delaware; updates fee agreement and preferred stock CUSIPs

## Summary
- Redomestication to Delaware effective Dec 31, 2023; preferred stock CUSIPs changed, trading symbols unchanged.
- Entered Ninth Amended and Restated Fee Agreement with Apollo; base mgmt fee unchanged; ACRA-related IMA termination provisions added.
- Bermuda CIT enacted Dec 27, 2023; expects 15% tax on Bermuda subsidiaries from 2025, but material deferred tax assets to mitigate.
- Company expects to no longer be UK tax resident; does not anticipate material adverse UK tax consequences from redomestication.
- Eighth Supplemental Indenture executed to succeed to debt obligations under the existing indenture.

## SEC filing metadata
- accession: 0001193125-24-000190
- form_type: 8-K12B
- ticker: ATH-PA
- cik: 0001527469
- company_name: Athene Holding Ltd.
- filed_at: 2024-01-02T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 2.03, 3.03, 5.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1527469/000119312524000190/0001193125-24-000190-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1527469/000119312524000190/d17469d8k12b.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-000190
- JSON: https://secwatch.observer/filing/0001193125-24-000190.json
- Plain text: https://secwatch.observer/filing/0001193125-24-000190.txt

## Key facts
- Debt Financings
  Athene Holding Ltd. amended senior notes of Not specified in excerpt. with U.S. Bank Trust Company, National Association at Not specified in excerpt. maturing Not specified in excerpt..
  - Instrument: senior notes
  - Principal: Not specified in excerpt.
  - Counterparty: U.S. Bank Trust Company, National Association
  - Rate: Not specified in excerpt.
  - Maturity: Not specified in excerpt.
  - Event: amendment
  source text: In connection with and effective upon completion of the Redomestication, the Company and U.S. Bank Trust Company, National Association (as successor in interest to U.S. Bank National Association), as trustee, entered into the Eighth Supplemental Indenture (the “Eighth Supplemental Indenture”) to the Base Indenture dated January 12, 2018 (the “Base Indenture” and together with the Eighth Supplemental Indenture, the “Indenture”). In connection with the Eighth Supplemental Indenture, the Company succeeds to all liabilities and obligations of Athene Bermuda relating to the Indenture (including each series of debt securities issued thereunder).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1527469/000119312524000190/0001193125-24-000190-index.htm
- Material Agreements
  Athene Holding Ltd. entered into Ninth Amended and Restated Fee Agreement with Apollo Insurance Solutions Group LP.
  - Action: entry
  - Counterparty: Apollo Insurance Solutions Group LP
  source text: the Company and Apollo Insurance Solutions Group LP (“ISG”) entered into the Ninth Amended and Restated Fee Agreement (the “Ninth Amended and Restated Fee Agreement”) that amends and restates that certain Eighth Amended and Restated Fee Agreement
  evidence_url: https://www.sec.gov/Archives/edgar/data/1527469/000119312524000190/0001193125-24-000190-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.