Athene Holding Ltd. Form 8-K Summary
Business Context and Reporting Period
This Current Report on Form 8-K was filed by Athene Holding Ltd. on May 9, 2024. The filing serves as a Regulation FD disclosure regarding a Fixed Income Investor call held on the same date. The registrant is incorporated in Delaware and maintains its principal executive offices in West Des Moines, Iowa.
Key Financial Metrics
The filing text does not provide specific values for revenue, profit, cash flow, margins, debt, or liquidity. This document acts as a notice of a presentation rather than a financial statement. The company lists several registered securities on the New York Stock Exchange, including multiple series of Fixed-to-Floating Rate and Fixed-Rate Reset Perpetual Non-Cumulative Preferred Stock (Series A through E) and 7.250% Fixed-Rate Reset Junior Subordinated Debentures due 2064.
Material Changes
No material changes to financial performance or operations are reported within the text of this filing. The primary event is the dissemination of an investor presentation titled "Athene Fixed Income Investor Presentation May 2024."
Guidance, Outlook, and Risks
Management commentary, guidance, and risk factors are contained within the investor presentation furnished as Exhibit 99.1. The filing explicitly states that the presentation and the information in Item 7.01 are furnished and not "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, nor are they subject to the liabilities of that section. Consequently, the presentation is not incorporated by reference into other filings unless expressly stated.
Investor Verification Checklist
- Review Exhibit 99.1 ("Athene Fixed Income Investor Presentation May 2024") for specific financial data, guidance, and management commentary.
- Verify the terms and status of the listed preferred stock series (ATHPrA through ATHPrE) and junior subordinated debentures (ATHS).
- Note that the presentation is not legally "filed" and may not be incorporated by reference in future documents without specific citation.
- Confirm the date and time of the investor call (May 9, 2024, 10:00 a.m. ET) for any accompanying audio or transcript availability.