American Equity Investment Life Holding, Co. (AEL)

Sector:
FINANCE
Industry:
INSURANCE
SIC:
LIFE INSURANCE
CEO:
John Michael Matovina
Employees:
554
6000 WESTOWN PARKWAY, WEST DEMOINES, IA 50266
5152210002

American Equity Investment Life Holding Co. engages in the provision of insurance and annuity. It involves in the sale of fixed index and fixed rate annuities as well as life, and health insurance. The company was founded by David J. Noble on December 15, 1995 and is headquartered in West Des Moines, IA.

Data derived from most recent annual or quarterly report
Market Cap 3.64 Billion Shares Outstanding96.949 Million Avg 30-day Volume 660.941 Thousand
P/E Ratio5.4763 Dividend Yield0.8519 EPS2.15
Price to Revenue1.3745 Debt to Equity0.1112 EBITDA1.444 Billion
Price to Book Value0.756 Operating Margin0.0 Enterprise Value2.551 Billion
Current Ratio EPS Growth0.035 Quick Ratio
1 Yr BETA 1.0164 52-week High/Low 44.49 / 26.87 Profit Margin26.6348
Operating Cash Flow Growth31.2639 Altman Z-Score Free Cash Flow to Firm 1.513 Billion
Earnings Report2022-08-04
View SEC Filings from AEL instead.

View recent insider trading info

Funds Holding AEL (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding AEL BETA

Active Schedule 13D and 13G filings

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Recent Filings

Events (8k)

  • 8-K: filed on 2022-06-14:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-05-04:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-02-23:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2022-02-17:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.02: Results of Operations and Financial Condition
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-01-03:
    Item 8.01: Other Events
  • 8-K: filed on 2021-11-22:
    Item 8.01: Other Events
  • 8-K: filed on 2021-11-10:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2021-11-08:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-10-12:
    Item 8.01: Other Events
  • 8-K: filed on 2021-09-29:
    Item 8.01: Other Events
  • Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    4.2 Thousand total shares from 2 transactions

    Exercise Derivative Conversion (M)

    23 Thousand total shares from 2 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    NORTH END RE (CAYMAN) SPC

    12,028,979 2022-06-15 1

    CUSHING BRENDA J

    • Director
    19,622 2022-06-10 1

    MULCAHY DAVID S.

    • Director
    125,061 2022-06-10 1

    HOWE ROBERT L

    • Director
    84,979 2022-06-10 3

    CHAPMAN JOYCE ANN

    • Director
    54,880 2022-06-10 2

    NEUGENT GERARD D.

    • Director
    54,604 2022-06-10 2

    KUNKEL WILLIAM R.

    • Director
    62,847 2022-06-10 1

    MATULA ALAN DAVID

    • Director
    32,842 2022-06-10 1

    HEALY DOUGLAS TAYLOR

    • Director
    9,772 2022-06-10 1

    GRENSTEINER RONALD JAMES EXECUTIVE VICE PRESIDENT

    • Officer
    103,238 2022-04-12 7

    LORENZEN JEFFREY D EVP-CHIEF RISK OFFICER

    • Officer
    61,439 2022-02-28 4

    BHALLA ANANT CEO & PRESIDENT

    • Officer
    • Director
    97,507 2022-02-23 3

    HAMALAINEN JAMES LOUIS EVP & CIO, INSURANCE

    • Officer
    26,415 2022-02-23 1

    ZANGHI PHYLLIS JOY EVP, CHIEF LEGAL OFFICER & SEC

    • Officer
    5,463 2022-02-23 1

    ANDRE AXEL CHIEF FINANCIAL OFFICER

    • Officer
    6,509 2022-02-23 3

    LUMMUS DEWAYNE SVP & CHIEF ACCOUNTING OFFICER

    • Officer
    12,600 2022-02-23 3

    NORTH END RE (CAYMAN) SPC

    BROOKFIELD ASSET MANAGEMENT REINSURANCE PARTNERS LTD.

    BAM RE PARTNERS TRUST

    BAM RE HOLDINGS LTD.

    15,886,163 2022-01-07 1

    MATOVINA JOHN M

    • Director
    250,224 2021-12-31 1

    GERLACH JAMES M

    • Director
    232,688 2021-06-10 0

    STRICKLAND ALONZO A J J

    • Director
    293,121 2021-06-10 0

    KEELEY MICHELLE M.

    • Director
    7,221 2021-06-10 0

    JOHNSON TED MORRIS CHIEF FINANCIAL OFFICER

    • Officer
    96,372 2021-05-18 0

    SAMUELSON SCOTT A. VICE PRESIDENT-CONTROLLER

    • Officer
    88,667 2021-02-25 0

    MONTZ RENEE DENISE EXEC VP-GEN COUNSEL & SEC

    • Officer
    163,675 2021-02-25 0

    BRYANT JENNIFER LYNN EVP & CHRO, AEILIC

    • Officer
    128,805 2021-02-25 0

    UZUNER TOLGA IBRAHIM EVP-CIO, ASSET MANAGEMENT

    • Officer
    139,661 2021-02-25 0

    SHAH SACHIN

    • Director
    0 2020-11-30 0

    RICHARDSON DEBRA J

    • Director
    104,060 2020-02-19 0

    CLARK ALEXANDER MEEKER

    • Director
    8,600 2018-06-07 0

    NOBLE DAVID J

    • Director
    1,546,997 2017-04-06 0

    WHITFIELD HARLEY A

    • Director
    29,500 2016-09-19 0

    HILTON ROBERT L

    • Director
    41,000 2013-06-06 0

    REIMER TERRY A EXECUTIVE VICE PRESIDENT

    • Officer
    158,507 2012-12-24 0

    CARLSON WENDY L PRESIDENT & CEO

    • Officer
    • Director
    139,512 2012-03-09 0

    CHAPMAN STEVEN GLEN

    • Director
    No longer subject to file 2010-12-31 0

    WINGERT KEVIN R VICE PRESIDENT

    • Officer
    • Director
    No longer subject to file 2008-12-31 0

    ANDERSON JOHN C

    • Director
    5,650 2007-02-26 0

    MORRIS BENJAMIN T

    • Director
    92,769 2006-01-06 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    NORTH END RE (CAYMAN) SPC

    2022-06-17 20:20:24 -0400 2022-06-15 J 3,857,184 $39.18 d 12,028,979 direct -0.0269 0.0 1 -0.0269 2

    KUNKEL WILLIAM R. - Director

    2022-06-14 16:18:42 -0400 2022-06-10 A 3,601 a 30,360 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    NEUGENT GERARD D. - Director

    2022-06-14 16:18:22 -0400 2022-06-10 A 3,601 a 54,604 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    HOWE ROBERT L - Director

    2022-06-14 16:18:02 -0400 2022-06-10 A 3,601 a 84,979 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    MULCAHY DAVID S. - Director

    2022-06-14 16:17:39 -0400 2022-06-10 A 3,601 a 125,061 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    HEALY DOUGLAS TAYLOR - Director

    2022-06-14 16:20:13 -0400 2022-06-10 A 3,601 a 9,772 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    CUSHING BRENDA J - Director

    2022-06-14 16:19:45 -0400 2022-06-10 A 3,601 a 19,622 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    CHAPMAN JOYCE ANN - Director

    2022-06-14 16:19:24 -0400 2022-06-10 A 3,601 a 54,880 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    MATULA ALAN DAVID - Director

    2022-06-14 16:19:06 -0400 2022-06-10 A 3,601 a 32,842 direct -7.5526 -3.8684 0.0 1 -7.5526 2

    NEUGENT GERARD D. - Director

    2022-05-18 15:15:07 -0400 2022-05-16 M 14,000 $10.52 a 55,240 direct -0.027 7.7069 7.7069 6 -0.027 2

    NEUGENT GERARD D. - Director

    2022-05-18 15:15:07 -0400 2022-05-16 S 3,923 $34.80 d 51,317 direct -0.027 7.7069 7.7069 6 -0.027 2

    NEUGENT GERARD D. - Director

    2022-05-18 15:15:07 -0400 2022-05-16 S 314 $35.35 d 51,003 direct -0.027 7.7069 7.7069 6 -0.027 2

    NEUGENT GERARD D. - Director

    2022-05-18 15:15:07 -0400 2022-05-16 M 14,000 $10.52 d 0 direct

    HOWE ROBERT L - Director

    2022-05-13 13:01:21 -0400 2022-05-11 M 9,000 $10.52 a 81,378 direct 3.351 10.5526 10.5526 6 0.0 1

    HOWE ROBERT L - Director

    2022-05-13 13:01:21 -0400 2022-05-11 M 9,000 d 0 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 19:15:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 18:45:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 18:15:04 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 17:45:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 17:15:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 16:45:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 16:15:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 15:45:04 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 15:15:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 14:45:04 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 14:15:03 UTC 1.32 0.25 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 13:45:04 UTC 1.3128 0.2572 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 13:15:04 UTC 1.3128 0.2572 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-27 12:45:03 UTC 1.3128 0.2572 5800000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-24 22:15:03 UTC 1.3083 0.2617 5900000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-24 21:45:03 UTC 1.3083 0.2617 5900000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-24 21:15:04 UTC 1.3083 0.2617 5900000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-24 20:45:03 UTC 1.3136 0.2564 5900000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-24 20:15:03 UTC 1.3136 0.2564 5900000
    AMERICAN EQUITY INVT LIFE HL AEL 2022-06-24 19:45:03 UTC 1.3136 0.2564 5900000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    Trust for Professional Managers- Convergence Market Neutral Fund AEL -4654.0 shares, $-111277.14 2020-08-31 N-PORT

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