SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Bewlay Nancy M | EVP, Chief Underwriting Off | 2026-09-08 | Grant/award | 55284 | $0 |
| Zaffino Peter | Executive Chair, Director | 2026-08-13 | Open-market sell 10b5-1 | 36629 | $2.8M |
| Zaffino Peter | Executive Chair, Director | 2026-08-13 | Open-market sell 10b5-1 | 200 | $15K |
| Zaffino Peter | Executive Chair, Director | 2026-08-12 | Open-market sell 10b5-1 | 200000 | $15.3M |
| Schaper Christopher | EVP, Chief Risk Officer | 2026-07-27 | Tax withholding | 2476 | $196K |
| Lafnitzegger Kelly | EVP, Chief HR Officer | 2026-06-03 | Tax withholding | 549 | $40K |
| Navagamuwa Roshan | EVP, Chief Info. Officer | 2026-04-01 | Option exercise | 19704 | $0 |
| Navagamuwa Roshan | EVP, Chief Info. Officer | 2026-04-01 | Tax withholding | 10059 | $760K |
| Carbone Kathleen | VP & Chief Accounting Officer | 2026-03-03 | Tax withholding | 6823 | $549K |
| Dandridge Edward Lee | EVP, Chief Marketing & Comms | 2026-03-03 | Tax withholding | 1171 | $94K |
| Fry Charles | EVP, Reinsur & Risk Cap Optim | 2026-03-03 | Tax withholding | 12744 | $1.0M |
| Glazer Rose Marie E. | EVP, General Counsel | 2026-03-03 | Tax withholding | 11753 | $946K |
| Hancock Jonathan | EVP & CEO, Int'l Insurance | 2026-03-03 | Tax withholding | 13259 | $1.1M |
| Lafnitzegger Kelly | EVP, Chief HR Officer | 2026-03-03 | Tax withholding | 702 | $57K |
| Navagamuwa Roshan | EVP, Chief Info. Officer | 2026-03-03 | Tax withholding | 1874 | $151K |
| Schaper Christopher | EVP, Chief Risk Officer | 2026-03-03 | Tax withholding | 10857 | $874K |
| Twiningdavis Melissa | EVP, Chief Admin Officer | 2026-03-03 | Tax withholding | 657 | $53K |
| Walsh Keith | EVP and CFO | 2026-03-03 | Tax withholding | 1405 | $113K |
| Zaffino Peter | Chairman & CEO, Director | 2026-03-03 | Tax withholding | 134150 | $10.8M |
| Carbone Kathleen | VP & Chief Accounting Officer | 2026-02-21 | Option exercise | 2109 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Risk exposure broadened across four distinct themes, with no offsetting easings. The most consequential escalation is the new linkage between credit downgrades and direct regulatory scrutiny, which converts a financing-cost risk into a potential operational and licensing threat. Liquidity risk also sharpened materially, with new contractual investment restrictions and explicit stressed-scenario language compounding the downgrade-triggered regulatory exposure.
3 company-specific · 1 common-mode
New dedicated risk factor on generative AI deployment in underwriting and claims, introducing novel risks: model bias, IP infringement, regulatory uncertainty, and unknown hazards from emerging technology.
Our development and use of new technology, such as generative artificial intelligence, may present risks. We use artificial intelligence (AI) in our business, including applying generative AI to…
Added explicit disclosure that certain investments have contractual restrictions limiting ability to sell or dispose. New language on stressed/distressed scenarios escalates liquidity risk severity.
We may not be able to generate cash to meet our needs due to the illiquidity of some of our investments. We have a diversified investment portfolio. However, economic conditions as well as adverse…
New disclosure of regulatory scrutiny and potential regulatory actions triggered by credit downgrades—a material escalation of consequences beyond financing costs.
Risk Factors A downgrade by one or more of the rating agencies in the Insurer Financial Strength ratings of our insurance companies could limit their ability to write or prevent them from writing new…
Added explicit reference to geopolitical events, international trade/tariff policy changes, and expanded anti-corruption law coverage (Foreign Extortion Prevention Act, UK Bribery Act). Reflects heightened regulatory and trade risk exposure.
Our foreign operations expose us to risks that may affect our operations. Through our operations, licenses and authorizations and network partners, we provide insurance solutions that help businesses…
Peter Zaffino, Executive Chair and Board member, is stepping down from his executive and board roles effective September 15, 2026, transitioning to a Senior Advisor position. While the filing also discloses John Rice's appointment as Chair and a compensatory amendment preserving Zaffino's existing compensation, the principal disclosed action is Zaffino's departure from his executive and board positions. This is material to investors as it represents a significant leadership transition at a major insurance company.
View raw filing on EDGAR →AIG issued a press release on August 6, 2026 reporting Q2 2026 financial results, disclosing net income of $948 million ($1.78 per diluted share), adjusted after-tax income of $1.069 billion ($2.00 per diluted share), and General Insurance underwriting income of $686 million.
View raw filing on EDGAR →The AIG Board of Directors declared a quarterly cash dividend of $0.50 per share on its Common Stock on August 6, 2026.
View raw filing on EDGAR →