Welcome to our dedicated page for F&G Annuities & Life SEC filings (Ticker: FG), 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.
F&G Annuities & Life, Inc. reports formal disclosures on operating results, investor presentations, governance and capital structure. Form 8-K filings document quarterly and annual financial-result releases, financial supplements and Regulation FD presentation materials for the company’s annuity, life insurance and institutional insurance operations.
Proxy filings cover annual meeting procedures, shareholder voting matters, board governance and executive-compensation disclosures. The filing record also identifies the company’s NYSE-listed F&G common stock, 7.950% senior notes due 2053 and 7.300% junior subordinated notes due 2065, along with ownership-related disclosures involving Fidelity National Financial.
F&G Annuities & Life, Inc. is providing preliminary figures for investment income from alternative investments and the impact of new capital rules before releasing full second-quarter results. For the three months ended June 30, 2026, it estimates pre-tax investment income from alternative investments of about $56 million to $66 million, implying an annualized return near 6%. Management expects this to be roughly $65 million pre-tax and $51 million post-tax below its current long-term expected return of about 12%. The company also estimates that applying new NAIC CLO Risk Based Capital factors to FGL Insurance’s June 30, 2026 CLO portfolio could reduce its December 31, 2026 pro forma U.S. RBC ratio by around 10 percentage points. All figures are preliminary, unaudited, and may change once closing procedures and final RBC calculations are completed.
F&G Annuities & Life, Inc. insider Mark Wiltse, who serves as Interim CFO, has filed an initial ownership report. The Form 3 shows he directly holds 8,671.1693 shares of common stock as of the reported date, providing a baseline of his equity position with the company. This filing records holdings only and does not reflect any recent stock purchases or sales.
QUIRK RAYMOND R reported acquisition or exercise transactions in this Form 4 filing.
F&G Annuities & Life, Inc. director Raymond R. Quirk received a grant of 1,009 shares of common stock. The shares were awarded at no cash cost as unrestricted stock in lieu of cash director fees.
Following this grant, Quirk holds 13,888 shares directly, plus indirect holdings of 298,610 shares through the Quirk 2002 Trust and 41 shares through a 401(k) account.
Nolan Michael Joseph reported acquisition or exercise transactions in this Form 4 filing.
F&G Annuities & Life, Inc. director Michael Joseph Nolan received a grant of 1,009 shares of common stock on July 1, 2026 as unrestricted stock in lieu of cash director fees. After this award, he directly holds 81,002 common shares and indirectly holds 753 shares through the Michael J. Nolan Trust.
Ammerman Douglas K reported acquisition or exercise transactions in this Form 4 filing.
F&G Annuities & Life, Inc. director Douglas K. Ammerman received a grant of 816 shares of common stock on July 1, 2026. The shares were granted at no cash cost as unrestricted common stock in lieu of cash director fees. Following this compensation grant, he directly holds a total of 64,902.87 common shares.
F&G Annuities & Life, Inc. held its Annual Meeting of Shareholders on June 24, 2026. As of the April 27, 2026 record date, 132,889,653 shares of common stock were outstanding and entitled to vote, and a quorum was present.
Shareholders elected three Class I directors to terms running until the 2029 annual meeting. John D. Rood received 113,646,889 votes for, Michael J. Nolan received 114,395,900 votes for, and J. Douglas Martinez received 121,516,937 votes for.
Shareholders also approved, on a non-binding advisory basis, the compensation of named executive officers, with 119,448,973 votes for and 3,813,140 against. In addition, they ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for 2026, with 128,066,731 votes for and 51,901 against.
F&G Annuities & Life, Inc. is implementing a planned executive leadership transition. Chris Blunt will retire as Chief Executive Officer on June 30, 2026, but will remain on the board and continue as CEO of subsidiary Peak Altitude, where he will lead a formal process to explore strategic alternatives.
Conor Murphy, currently President and Chief Financial Officer, becomes Chief Executive Officer and President, with his employment agreement amended to raise his target annual bonus to 200% of base salary (with a 2026 target effectively at 150%) and to recommend a 2026 equity grant of $6.0 million, subject to committee approval. Michael Bailey joins as Chief Financial Officer on August 3, 2026 on a three-year employment agreement that includes a $550,000 base salary, a target annual bonus equal to 100% of salary, a $620,000 cash sign-on bonus and a $620,000 performance-based restricted stock award, plus a recommended recurring $1.1 million annual equity award, all subject to stated conditions. Mark Wiltse, Chief Accounting Officer, will serve as Interim Chief Financial Officer from June 30 to August 3, 2026.
F&G Annuities & Life, Inc. reported much stronger results for the quarter ended March 31, 2026. Net earnings attributable to common shareholders were $244 million, compared with a loss of $25 million a year earlier, and diluted EPS improved to $1.78 from $(0.20).
Total revenues rose to $1.187 billion from $908 million, helped by higher interest and investment income of $723 million versus $666 million and a smaller recognized loss of $32 million versus $263 million. Benefits and expenses declined to $864 million from $934 million, supporting a pre-tax profit of $323 million.
Despite strong net income, other comprehensive income was a loss of $355 million, mainly from a $575 million unrealized loss on investments, turning total comprehensive income to a $107 million loss. Total assets reached $101.0 billion and total equity was $4.7 billion. Operating cash flow remained solid at $743 million. The company completed the sale of its Bermuda subsidiary F&G Life Re for $102 million in cash plus a 19.9% interest in the buyer, and repurchased about 1.2 million shares for $29 million under existing buyback authorization, while adding a new $100 million repurchase program.
F&G Annuities & Life, Inc. reported a strong turnaround for the first quarter of 2026. Net earnings attributable to common shareholders were $244 million, or $1.78 per diluted share, compared with a net loss of $25 million, or $0.20 per share, in the first quarter of 2025, largely reflecting favorable mark-to-market effects.
Adjusted net earnings, which exclude market volatility and other items, rose to $110 million, or $0.82 per share, from $91 million, or $0.72 per share, helped by asset growth, fee income from reinsurance and cost control despite alternative investment returns below long-term expectations. Assets under management before reinsurance reached a record $74.5 billion, up 11% year over year, with gross sales of $3.2 billion and net sales of $2.2 billion.
The company’s adjusted return on assets was 0.76% and adjusted return on equity excluding AOCI was 8.4%. F&G also returned $67 million to shareholders through dividends and buybacks, repurchasing about 1.2 million shares, and its board approved a new three-year share repurchase program of up to $100 million.