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 and Equitable Holdings announced a definitive merger agreement to combine into a single retirement, life, wealth and asset management company. The companies say the combined firm will serve more than 12 million customers and hold $1.5 trillion in assets under management and administration. The companies describe a multi-channel distribution network and expect integration planning now while the transaction proceeds toward a close expected by year-end 2026, subject to customary closing conditions including regulatory and shareholder approvals.
Until closing it is "business as usual," and the firms will provide integration updates on organization, roles and benefits as planning advances.
Corebridge Financial and Equitable Holdings announced an all-stock merger to combine into a single retirement, life, wealth and asset management company. The communication states the combined company will serve more than 12 million customers and manage or administer $1.5 trillion in assets. The companies expect the transaction to close by year-end 2026, subject to customary closing conditions including required regulatory and shareholder approvals. Until closing, both firms will continue to operate separately and vendor contacts and operations remain unchanged.
Corebridge Financial announced a definitive agreement to combine with Equitable Holdings to form a single company operating under the Equitable name. The combined business will reach more than 12 million customers and $1.5 trillion in assets under management and administration. The companies expect the transaction to close by year-end 2026, subject to customary closing conditions, regulatory approvals and stockholder approvals. Corebridge’s CEO Marc Costantini will serve as President and CEO of the combined company; Equitable CFO Robin Raju will serve as CFO. The combined company will be headquartered in Houston, Texas, with a 14-person board split seven and seven and Mark Pearson serving as Executive Chair.
Corebridge Financial and Equitable Holdings have entered into a definitive agreement to combine in an all-stock merger to form a larger retirement, life, wealth and asset management company. The combined company will serve more than 12 million customers and hold $1.5 trillion in assets under management and administration. The companies expect the transaction to close by year-end 2026, subject to customary closing conditions including regulatory approvals and shareholder votes. Until closing, both firms will operate separately with no changes to current points of contact. The communication notes a forthcoming Registration Statement on Form S-4 and cautions that timing, approvals and realization of synergies are subject to customary risks.
Corebridge Financial and Equitable Holdings presented a communication describing the proposed merger and related disclosure process, noting that the transaction may become subject to a Registration Statement on Form S-4 for the new parent company. The release cautions that forward-looking statements involve risks, and it directs readers to the Form S-4, the joint proxy statement/prospectus and public SEC filings for full details.
The communication identifies typical closing risks and approvals, refers to Corebridge’s and Equitable’s 2025 proxy disclosures filed on April 16, 2025 and April 4, 2025 respectively, and states that the definitive joint proxy statement/prospectus will be mailed after the Registration Statement is declared effective.
Corebridge Financial and Equitable Holdings agreed to combine under a definitive merger agreement. The companies describe anticipated benefits including estimated synergies and projected cost savings, and note the transaction is subject to customary conditions and approvals. The parties intend to file a Registration Statement on Form S-4 and a joint proxy statement/prospectus with the SEC; shareholders will receive the definitive proxy/prospectus after effectiveness.
Corebridge Financial, Inc. and Equitable Holdings, Inc. announced an all‑stock merger to form a new holding company that will operate under the Equitable brand. On a pro forma basis, Corebridge shareholders will hold 51% and Equitable shareholders 49% of the combined company; Corebridge is expected to be the accounting acquirer.
The companies say the combination brings over 12 million customers, $1.5 trillion of assets under management and administration, a projected >$4 billion of annual cash flow, and identified run‑rate expense synergies of $500 million by end of 2028. The transaction is expected to close at the end of 2026, subject to regulatory and shareholder approvals.
Corebridge Financial, Inc. and Equitable Holdings, Inc. entered into an Agreement and Plan of Merger to combine via a two-step all-stock transaction to form a new publicly listed parent (HoldCo) to be renamed Equitable Holdings, Inc. at Closing. At Closing, current Corebridge stockholders will own approximately 51% of HoldCo and current Equitable stockholders will own approximately 49%. The Corebridge step occurs first, followed immediately by the Equitable step; HoldCo Common Stock and three series of HoldCo preferred stock will be listed on the NYSE. The transaction is subject to customary conditions including stockholder approvals, NYSE listing, regulatory approvals (including HSR and specified state insurance regulators), receipt of a tax opinion regarding Section 351, and client consents representing 75% of Equitable’s annualized advisory fees. The merger agreement includes mutual termination rights, two automatic three-month regulatory-extension provisions, and reciprocal termination fees of $475,000,000. HoldCo will be headquartered in Houston, Texas, with a 14-member board split evenly between designees of each company and leadership roles allocated between the current CEOs and chairs as specified.
Corebridge Financial is combining with Equitable Holdings in an all‑stock merger that values the new parent at about $22 billion. Each Corebridge share will convert into 1.0 new parent share, and each Equitable share into 1.55516 new parent shares, leaving Corebridge holders with roughly 51% of the combined company and Equitable holders with 49%.
The merged group will operate under the Equitable name, be listed on the NYSE, and be headquartered in Houston, with Marc Costantini as CEO and Mark Pearson as Executive Chair. Management targets more than $500 million of run‑rate cost synergies and immediate accretion to earnings per share and cash generation, rising to over 10% by the end of 2028. Closing, expected by year‑end 2026, depends on shareholder approvals, extensive insurance and antitrust clearances, SEC effectiveness of an S‑4, and consent from Equitable clients representing 75% of certain recurring fees. The agreement includes reciprocal termination fees of $475 million in specified failure or competing‑bid scenarios and an outside date of December 26 2026, with potential extensions for regulatory delay.
Corebridge Financial, Inc. reported that directors Rose Marie Glazer and Adam Burk resigned from its Board effective at the close of business on March 23, 2026. The company stated their resignations were not related to any disagreement over operations, policies, or practices.
The resignations follow Corebridge’s repurchase of common stock from American International Group, Inc. on February 17, 2026 at $30.42 per share for an aggregate of approximately $750 million, which reduced AIG’s ownership interest to about 5%. After this reduction, AIG’s right to designate Board members decreased and AIG then waived its remaining designation right, leading to the departure of its designees. The Board intends to reduce its size to eleven members from thirteen.