Form 4: F&G Annuities Executive Chairman Reports Share Sale

William P. Foley II, Executive Chairman of F&G Annuities & Life, Inc., reported the disposition of 54,152 common shares at $32.66 per share under a 10b5-1 plan.

Summary

• William P. Foley II, Executive Chairman, Director, and 10% Owner of F&G Annuities & Life, Inc. (FG), reported the disposition of 54,152 shares of common stock.
• The transaction is dated December 1, 2025, and occurred at a price of $32.66 per share.
• The transaction code 'F' indicates the shares were disposed of to cover the payment of an exercise price or tax liability incident to the receipt, exercise, or vesting of a security.
• The transaction was made pursuant to a contract, instruction, or written plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
• Following this transaction, Mr. Foley directly owns 1,070,966 shares and indirectly owns an additional 286,895 shares through BilCar LLC (86,076 shares), Foley Family Charitable Foundation (48,151 shares), and Folco Development Corporation (152,668 shares).

Sentiment

Score: 5

Explanation: The transaction is a pre-planned, routine tax-related disposition (Code F) by an insider, executed under a Rule 10b5-1 plan. This is generally neutral in sentiment as it is not indicative of a change in investment conviction, but rather a necessary and anticipated part of equity compensation management.

Negatives

• Executive Chairman William P. Foley II disposed of 54,152 shares of common stock, reducing his direct beneficial ownership.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: The disposition represents a reduction in direct insider ownership, but as a pre-planned, tax-related sale, it is generally not viewed as a signal of negative sentiment towards the company's future prospects.

Key Dates

Recommendation

The filing reports a routine, pre-planned, non-discretionary sale of shares by an executive to cover tax liabilities (transaction code 'F') under a Rule 10b5-1 plan. This type of insider transaction typically does not signal a change in the company's fundamentals or the executive's long-term view, and therefore, does not warrant a change in investment recommendation based solely on this filing.

Keywords

F&G Annuities & Life, FG, William P. Foley II, Insider Transaction, Form 4, Stock Sale, Executive Chairman, Beneficial Ownership, 10b5-1 Plan