secwatch.observer — SEC 8-K summary
======================================

Issuer:     Athene Holding Ltd. (ATH-PA)
CIK:        0001527469
Form:       8-K12B
Filed at:   2024-01-02T23:59:59+00:00
Accession:  0001193125-24-000190
Event type: other_material
Sentiment:  neutral
Materiality: 0.60
Item codes: 1.01, 2.03, 3.03, 5.03, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1527469/000119312524000190/0001193125-24-000190-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1527469/000119312524000190/d17469d8k12b.htm
  HTML page:      https://secwatch.observer/filing/0001193125-24-000190

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer