Welcome to our dedicated page for Corebridge Finl SEC filings (Ticker: CRBD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Corebridge Financial, Inc. filings document material-event, governance and capital-structure disclosures for the company and its 6.375% Junior Subordinated Notes due 2064. Its Form 8-K reports cover board changes, stockholder designation rights, material agreements, shareholder voting matters, common-stock repurchase activity, and operating and financial results.
The governance filings describe director-designation arrangements involving Nippon Life Insurance Company and American International Group, Inc., related separation and stockholder agreements, and changes in board composition. Other disclosures address capital-structure matters linked to Corebridge common stock and the CRBD junior subordinated notes, along with risk-factor and material-agreement categories associated with corporate transactions.
Corebridge Financial, Inc. has appointed Chief Accounting Officer Christopher Filiaggi as Interim Chief Financial Officer effective April 24, 2026, succeeding current CFO Elias Habayeb. Filiaggi will serve as both Interim Chief Financial Officer and Chief Accounting Officer as the company prepares for its planned merger with Equitable Holdings.
In connection with his appointment, Filiaggi received a time-vested restricted stock unit retention award with a grant date value of $750,000, vesting on April 1, 2028, subject to continued employment and certain termination protections, and his 2026 target short-term incentive award increased to $800,000 from $400,000. Corebridge notes it had more than $385 billion in assets under management and administration as of December 31, 2025.
Corebridge Financial and Equitable described post-merger retirement services plans and said Corebridge does not anticipate requiring plan sponsors to recontract or change day-to-day servicing relationships for the vast majority of plans. Corebridge is planning on an expected multi-year horizon of approximately three years, and any New York domiciled insurer consolidations would occur only with regulatory approval.
Nippon Life Insurance Company has amended its Schedule 13D/A on Corebridge Financial, Inc. to disclose a new Voting and Support Agreement tied to Corebridge’s planned merger with Equitable Holdings, Inc. Nippon Life beneficially owns 121,992,454 shares of Corebridge common stock, representing 26.7% of the outstanding shares based on 456,727,266 shares as of March 23, 2026.
Under the Voting and Support Agreement dated April 8, 2026, Nippon Life must, with limited qualifications, vote its Covered Stock in favor of the merger-related proposals and refrain from transferring that stock until stockholder approval, subject to certain exceptions. Nippon Life also agrees to use reasonable best efforts to obtain required regulatory and governmental approvals and keep Corebridge and Equitable informed of substantive regulatory communications.
At closing, Nippon Life and the new holding company are expected to enter a new stockholder’s agreement and a new registration rights agreement, replacing existing agreements with substantially similar terms. The filing also notes that a subsidiary, Nissay Asset Management Corporation, bought 33 shares and sold 573 shares of Corebridge stock in the open market on February 27, 2026 at $25.84 per share.
Corebridge Financial, Inc. entered into a Voting and Support Agreement with Nippon Life Insurance Company and Equitable Holdings, Inc. in connection with the previously announced merger between Corebridge and Equitable through newly formed holding companies. Nippon Life agrees to vote its Corebridge common stock in favor of the merger-related proposals and not transfer those shares before Corebridge stockholders approve the merger, subject to limited exceptions. Nippon Life also commits to use reasonable best efforts to obtain regulatory and governmental approvals and to keep Corebridge and Equitable informed about substantive regulatory communications. At closing, new stockholder and registration rights agreements between HoldCo and Nippon Life will replace existing agreements, and the Voting and Support Agreement will terminate upon closing, termination of the merger agreement, or certain other specified events.
Corebridge Financial and Equitable Holdings have entered a definitive all-stock merger agreement to combine their retirement, life, wealth and asset-management businesses. The companies say the combined firm will serve more than 12 million customers and manage or administer $1.5 trillion in assets. The parties expect the transaction to close by year-end 2026, subject to customary closing conditions including regulatory and shareholder approvals and the filing and effectiveness of a Registration Statement on Form S-4. Until closing, both companies will operate separately and current points of contact remain unchanged.
Corebridge Financial, Inc. and Equitable Holdings, Inc. announced a proposed merger (the "Proposed Transaction") and provide FAQs describing next steps. The communication explains that a Registration Statement on Form S-4 will be filed by the new parent company and that a definitive joint proxy statement/prospectus will be mailed after the Registration Statement is declared effective. The FAQ cautions that forward-looking statements involve risks, lists potential risk factors (including required approvals and integration risks), and directs investors to read the Registration Statement, joint proxy statement/prospectus, annual reports, and SEC filings for complete information.
Corebridge Financial Inc: Schedule 13G/A amendment shows The Vanguard Group reports 0 shares beneficially owned of Common Stock (0%).
The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries to report holdings separately. The amendment is signed March 26, 2026.
Corebridge Financial and Equitable Holdings announced an all-stock merger to form a combined company under the Equitable name with an implied transaction value of $22B. The transaction would create a scaled retirement, life, wealth and asset management firm with pro forma $1.5T AUM/A and roughly $130B AUM/A for certain asset classes. The pro forma ownership is 51% for Corebridge shareholders and 49% for Equitable shareholders, using exchange ratios of 1.0000 new parent share per Corebridge share and 1.55516 new parent shares per Equitable share. The parties expect closing by year-end 2026, subject to customary conditions and regulatory and shareholder approvals.
The filing discloses targeted synergies including $500M of expense synergies by YE 2028, projected run-rate adjusted operating earnings of $5B+ by 2027, and estimated accretion of 10%+ to EPS and cash generation by YE 2028. Leadership and governance plans include a 14-member board with equal representation and named executives for CEO, Executive Chair, CFO and Lead Independent Director.
Corebridge Financial and Equitable Holdings announced a definitive all-stock merger valued at approximately $22 billion, creating a combined company in which Corebridge shareholders will own approximately 51% and Equitable shareholders will own approximately 49%. The transaction has been unanimously approved by both boards and is expected to close by year-end 2026, subject to customary closing conditions, including the receipt of required regulatory approvals and approval of shareholders of both Corebridge and Equitable.
The companies will host a joint conference call and provide an investor presentation via their IR sites. The communication notes the Proposed Transaction will be the subject of a Registration Statement on Form S-4 and that a definitive joint proxy statement/prospectus will be mailed after effectiveness.
Corebridge Financial and Equitable Holdings have entered into a definitive all-stock merger agreement to combine into a single company. The combined company will serve more than 12 million customers and hold $1.5 trillion in assets under management and administration. The parties expect the transaction to close by year-end 2026, subject to customary closing conditions including required regulatory approvals and stockholder votes. Until closing, both companies will continue to operate separately and existing client contacts and operations remain unchanged.