American Financial Group filings document the regulatory record of a specialty property and casualty insurance holding company. Its 8-K reports include operating and financial results, investor supplements, dividend declarations, share repurchase authorization, executive compensation plan matters and debt-related capital-structure disclosures.
AFG's proxy materials cover board elections, auditor ratification and advisory executive compensation votes. Its securities disclosures identify NYSE-listed common stock under AFG and listed subordinated debentures, while material-event filings describe senior note and debenture obligations, governance actions and other corporate finance matters.
American Financial Group, Inc. is asking shareholders at its virtual 2026 annual meeting to elect 12 directors, ratify Ernst & Young LLP as independent auditor, and approve an advisory vote on named executive officer pay. The meeting will be held on May 20, 2026 via live audio webcast.
The proxy highlights 2025 performance, including core net operating earnings per share of $10.29, core operating return on equity of 18.2%, and a statutory combined ratio of 91.3% compared to 95.8% for the commercial lines industry. The company returned $707 million to shareholders through regular and special dividends and share repurchases, and reports a five-year total shareholder return of 160.8%.
Governance features include fully independent key board committees, a lead independent director, majority voting with resignation policy for directors, no poison pill, double-trigger vesting on equity awards after a change in control, robust stock ownership guidelines, and clawback and recoupment policies. Directors and executive officers as a group own 16.9% of outstanding common shares, with the Lindner family holding a substantial long-term stake.
The Vanguard Group filed Amendment No. 10 to a Schedule 13G/A for American Financial Group Inc., reporting 0 shares beneficially owned of the issuer's common stock following an internal realignment. The filing states the realignment occurred on January 12, 2026 and that certain subsidiaries will report separately. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
LINDNER CARL H III reported acquisition or exercise transactions in this Form 4 filing.
AMERICAN FINANCIAL GROUP INC director and Co-CEO Carl H. Lindner III reported an indirect award of 11,294 shares of common stock on February 26, 2026. The shares were granted at no cash cost as restricted stock that vests four years from the grant date.
The award is held through the Carl H. Lindner III Family Trust dated August 29, 2002, as amended. The filing also lists updated indirect common stock holdings in several other family trusts and entities, reflecting ongoing estate and family ownership structures rather than open-market trading.
Gillis Michelle A reported acquisition or exercise transactions in this Form 4 filing.
American Financial Group senior vice president Michelle A. Gillis received a grant of 3,012 shares of common stock on February 26, 2026. The award is structured as restricted stock that vests four years from the grant date.
After this grant, she directly holds 15,382 common shares. The filing also lists additional indirect holdings, including shares held in the MAG Trust, the JSG Trust, and through the company’s Employee Stock Purchase Plan and related dividend reinvestment program as of December 31, 2024.
American Financial Group senior vice president and CFO Brian S. Hertzman reported both a stock sale and an equity award. He sold 1,663 shares of common stock in an open-market transaction at $133.702 per share, and separately received a grant of 3,163 restricted shares that vest four years from the grant date.
After these transactions, he directly owned 12,073 common shares, and also held additional indirect interests through the company’s employee stock purchase plan, dividend reinvestment plan, and retirement plan, with those plan balances based on statements dated December 31, 2025.
Thompson David Lawrence Jr reported acquisition or exercise transactions in this Form 4 filing.
American Financial Group director and subsidiary president David Lawrence Thompson Jr. reported an indirect grant of 4,706 shares of restricted common stock on February 26, 2026. The award carries a price of $0.00 per share and, according to the footnotes, vests four years from the grant date.
The shares are held in trusts for the benefit of members of Thompson’s family, where he or his spouse serves as trustee and has voting and dispositive power, while disclaiming beneficial ownership except for his family’s pecuniary interest. Following the grant, trusts associated with him hold 594,947.586 shares of common stock, and additional indirect holdings include 357,044 shares in other family trusts and 29,750.258 shares held as custodian for minor children.
American Financial Group reported that Sr. VP & General Counsel Mark A. Weiss acquired 3,012 shares of common stock as a restricted stock grant. The shares were granted at no cash cost and will vest four years from the grant date. Following this award, Weiss directly holds 11,727 common shares and has indirect ownership of 9,461 additional shares through a trust.
LINDNER S CRAIG reported acquisition or exercise transactions in this Form 4 filing.
American Financial Group Co-CEO Craig S. Lindner reported an indirect grant of 11,294 shares of common stock on February 26, 2026. The filing describes this as restricted stock that vests four years from the grant date and is held through the SCL Living Trust.
The Form 4 also updates indirect ownership amounts held through several trusts, including the SCL Trust, the Frances R. Lindner Living Trust, a Dynasty Trust, a GST Trust, and the Legacy Trust dated 10/30/20. Additional shares are held in the company’s Retirement and Savings Plan, based on a statement dated December 31, 2025.