STOCK TITAN

F&G CFO granted 26,817 restricted shares

F&G Annuities & Life’s CFO received a performance-based restricted stock award vesting over three years.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

F&G Annuities & Life, Inc. (symbol: FG) is the issuer of record for a Form 4 filing submitted to the SEC. Bailey Michael H reported acquisition or exercise transactions in this Form 4 filing.

F&G Annuities & Life, Inc. (FG) reported that its EVP and Chief Financial Officer, Michael H. Bailey, received a grant of 26,817 shares of restricted common stock on September 14, 2026. The award vests in three equal annual installments beginning September 14, 2027, subject to specified performance criteria.

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Insider Bailey Michael H
Role EVP, Chief Financial Officer
Type Security Shares Price Value
Grant/Award Common Stock F1 26,817 $0.00 $0.00
Holdings After Transaction: Common Stock — 26,817 shares (Direct)
Footnotes (1)
  1. F1. Grant of restricted common stock vesting in three equal annual installments beginning September 14, 2027, subject to the achievement of performance criteria specified in the reporting person's award agreement.
Restricted shares granted 26,817 shares Grant of restricted common stock to CFO on September 14, 2026
Price per share for grant $0.00 per share Award of restricted common stock with no cash price reported
Shares held after transaction 26,817 shares Direct ownership of FG common stock following the grant
Vesting installments 3 equal annual installments Restricted stock vests in three tranches beginning September 14, 2027
Vesting start date September 14, 2027 First vesting date for the CFO’s restricted stock award
restricted common stock financial
"Grant of restricted common stock vesting in three equal annual installments"
Restricted common stock is company shares that carry limits on selling or transferring for a set period or until certain conditions are met, like time-based vesting or regulatory clearance. Think of them as shares in a locked box that gradually open; they can become freely tradable later but initially reduce the number of shares available on the market. Investors watch restricted stock because its eventual release can change a company’s share supply, affect stock price, and influence control and dilution.
performance criteria financial
"subject to the achievement of performance criteria specified"
vesting financial
"vesting in three equal annual installments beginning September 14, 2027"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What transaction did FG report for its CFO Michael H. Bailey on this Form 4?

The filing reports that Michael H. Bailey, EVP and Chief Financial Officer of F&G Annuities & Life, Inc. (FG), received a grant of 26,817 shares of restricted common stock on September 14, 2026 as an award, not a market purchase.

Is the restricted stock grant to FG’s CFO immediately vested?

No. The 26,817 restricted shares granted to FG’s CFO vest in three equal annual installments beginning on September 14, 2027, and vesting is subject to the achievement of performance criteria specified in his award agreement.

How many FG shares does the CFO hold directly after this reported grant?

After the reported grant, Michael H. Bailey is shown as directly holding 26,817 shares of F&G Annuities & Life, Inc. common stock. This figure reflects the position reported following the September 14, 2026 restricted stock award.

Was the FG CFO’s restricted stock grant made under a Rule 10b5-1 trading plan?

No. The filing indicates that the Rule 10b5-1 checkbox is not selected, and there is no footnote stating that this restricted stock grant was made pursuant to a Rule 10b5-1 or other pre-arranged trading plan.

What performance conditions apply to the FG CFO’s restricted stock grant?

The filing states that vesting of the restricted common stock is subject to the achievement of performance criteria specified in the reporting person’s award agreement. The specific performance targets are not described in this Form 4.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bailey Michael H

(Last)(First)(Middle)
801 GRAND AVENUE
SUITE 2600

(Street)
DES MOINES IOWA 50309

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
F&G Annuities & Life, Inc. [ FG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP, Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/14/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock09/14/2026A26,817(1)A$026,817D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Grant of restricted common stock vesting in three equal annual installments beginning September 14, 2027, subject to the achievement of performance criteria specified in the reporting person's award agreement.
/s/ Stephanie Jurgens, attorney-in-fact09/15/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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