secwatch / observer

American National Group Inc. — fact timeline

Source-grounded facts extracted from American National Group Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

ANG-PD American National Group Inc. JSON
Earnings Releases

American National Group Inc. reported financial results for the fourth quarter and year ended December 31, 2025.

“On April 9, 2026, American National Group Inc. (the "Company") made available on its website the Company's financial supplement for the fourth quarter and year ended December 31, 2025, furnished as Exhibit 99.1 hereto and incorporated by reference in this Item 2.02.”
M&A Transactions

American National Group Inc. completed a disposition involving Argo Group International Holdings, Inc. (closed 2025-10-01).

“On October 1, 2025, American National Group Inc. (the “Company”) completed the transfer of its property and casualty subsidiaries, American National Property And Casualty Company, United Farm Family Insurance Company and Farm Family Casualty Insurance Company (collectively, the “P&C Subsidiaries”) to Argo Group International Holdings, Inc. (“Argo”).”
Debt Financings

American National Group Inc. incurred senior notes of $500,000,000 aggregate principal amount with Wells Fargo Securities, LLC, HSBC Securities (USA) Inc. and TD Securities (USA) LLC, as representatives for the several underwriters at 7.000% per annum from and including the date of original issue to, but excluding maturing December 1, 2055.

“On August 19, 2025, American National Group Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Wells Fargo Securities, LLC, HSBC Securities (USA) Inc. and TD Securities (USA) LLC, as representatives for the several underwriters (the “Underwriters”), pursuant to which the Company agreed to issue and sell to the Underwriters $500,000,000 aggregate principal amount of the Company’s 7.000% Fixed-Rate Reset Junior Subordinated Notes due 2055 (the “Notes”) in a registered public offering (the “Offering”) pursuant to the Company’s shelf registration statement on Form S-3 (Registration No. 333-281155).”
Debt Financings

American National Group Inc. incurred senior notes of $700,000,000 aggregate principal amount with Wilmington Trust, National Association at 6.000% per annum maturing July 15, 2035.

“On June 27, 2025, American National Group Inc. (the “Company”) closed its previously announced public offering (the “Offering”) of $700,000,000 aggregate principal amount of the Company’s 6.000% Senior Notes due 2035 (the “Notes”).”
M&A Transactions

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).

“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 ”).”
Debt Financings

American National Group Inc. incurred senior notes of $500 million with Wilmington Trust, National Association at 6.144% per annum maturing June 13, 2032.

“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 ”).”
Debt Financings

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.

“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.”
Material Agreements

American National Group Inc. terminated Credit Agreement with Citizens Bank, N.A. (effective 2024-05-07).

“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.”
Material Agreements

American National Group Inc. entered into Term Loan Agreement with Bank of Montreal valued at $1,750,000,000 (effective 2024-05-07).

“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.”
Governance Changes

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

“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”
M&A Transactions

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).

“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)”

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

“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”

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

“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”

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

“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”

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

“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”

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

“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.”

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

“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.”

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

“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.”

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

“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.”

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

“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.”

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

“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.”

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

“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.”

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

“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.”

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

“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.”

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

“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.”

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

“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”

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

“Anant Bhalla ceased to be an executive officer of the Company as of the Effective Time.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.