• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI SuperconnectorNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Superconnector
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by National Western Life Group Inc.

    2/14/23 12:54:58 PM ET
    $NWLI
    Life Insurance
    Finance
    Get the next $NWLI alert in real time by email
    SC 13G 1 mood_sc13g.htm NATIONAL WESTERN LIFE GROUP, INC. SCH 13G

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C.  20549

     

     

    SCHEDULE 13G

     

    Under the Securities Exchange Act of 1934

     

    (Amendment No. __)*

     

    National Western Life Group, Inc. 

    (Name of Issuer)

     

    Class A Common Stock ($0.01 par value)

    (Title of Class of Securities)

     

    638517102

    (CUSIP Number)

     

     

    January 10, 2023

    (Date of Event Which Requires Filing of this Statement)

     

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

     

    [ ] Rule 13d-1(b) 

     

    [ ] Rule 13d-1(c) 

     

    [X ] Rule 13d-1(d) 

     

    *The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

     

    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provision of the Act (however, see the Notes).

     

     

     

     

     

     

     

    Persons who respond to the collection of information contained in this form are not

    required to respond unless the form displays a current valid OMB control number.




    CUSIP No.  638517102

     

     

    1.Names of Reporting Persons:    Moody RLM Jr Interests, Ltd 

     

    I.R.S. Identification Nos. of above persons (entities only):  85-0618122

     

     

    2.Check the Appropriate Box if a Member of a Group  

     

    (a) [ ]

     

    (b) [X]

     

     

    3.SEC Use Only 

     

     

    4.Citizenship or Place of Organization: Texas 

                         

     

     

     

    Number of shares

    Beneficially owned

    By each reporting

    Person with:

     

    5.  Sole Voting Power:  0

    6.  Shared Voting Power:  289,474

    7.  Sole Dispositive Power:  0

    8.  Shared Dispositive Power: 289,474

     

     

    9.Aggregate Amount Beneficially Owned by Each Reporting Person: 289,474 

           

    10.Check if the Aggregate Amount in Row (9) Excludes Certain Shares  [ ] 

     

    11.Percent of Class Represented by Amount in Row (9):  8.42% 

          

     

     

    12.Type of Reporting Person (See Instructions): PN 

     

     

     

    [DUPLICATE THIS PAGE AS NECESSARY FOR MULTIPLE FILERS.]

          




    CUSIP No.  638517102

     

     

    5.Names of Reporting Persons:    Moody RLM Jr Management Company, LLC 

     

    I.R.S. Identification Nos. of above persons (entities only):  85-0634342

     

     

    6.Check the Appropriate Box if a Member of a Group  

     

    (a) [ ]

     

    (b) [X]

     

     

    7.SEC Use Only 

     

     

    8.Citizenship or Place of Organization: Texas 

                         

     

     

     

    Number of shares

    Beneficially owned

    By each reporting

    Person with:

     

    5.  Sole Voting Power:  0

    6.  Shared Voting Power:  289,474

    7.  Sole Dispositive Power:  0

    8.  Shared Dispositive Power: 289,474

     

     

    13.Aggregate Amount Beneficially Owned by Each Reporting Person: 289,474 

           

    14.Check if the Aggregate Amount in Row (9) Excludes Certain Shares  [ ] 

     

    15.Percent of Class Represented by Amount in Row (9):  8.42% 

          

     

     

    16.Type of Reporting Person (See Instructions): OO 

     

     

     

    [DUPLICATE THIS PAGE AS NECESSARY FOR MULTIPLE FILERS.]

          




    CUSIP No.  638517102

     

     

    9.Names of Reporting Persons:    Robert L. Moody, Jr. 

     

    I.R.S. Identification Nos. of above persons (entities only):  ###-##-####

     

     

    10.Check the Appropriate Box if a Member of a Group  

     

    (a) [ ]

     

    (b) [X]

     

     

    11.SEC Use Only 

     

     

    12.Citizenship or Place of Organization: USA 

                         

     

     

     

    Number of shares

    Beneficially owned

    By each reporting

    Person with:

     

    5.  Sole Voting Power:  0

    6.  Shared Voting Power:  298,390

    7.  Sole Dispositive Power:  0

    8.  Shared Dispositive Power: 298,390

     

     

    17.Aggregate Amount Beneficially Owned by Each Reporting Person: 8,916 

           

    18.Check if the Aggregate Amount in Row (9) Excludes Certain Shares  [X ] 

     

    19.Percent of Class Represented by Amount in Row (9):  Less than 1% 

          

     

     

    20.Type of Reporting Person (See Instructions): IN 

     

     

     

    [DUPLICATE THIS PAGE AS NECESSARY FOR MULTIPLE FILERS.]

          




    Item 1.

     

    (a)  Name of Issuer    National Western Life Group, Inc. 

          

     

     

    (b)Address of Issuer’s Principal Executive Offices  10801 N. Mopac Expy, Bldg. 3 

              Austin, TX 78759 

         

     

     

     

    Item 2.

    (a)Name of Person Filing    Robert L. Moody, Jr. 

     

     

     

     

    (b)Address of Principal Business Office, or if None, Residence  2302 Post Office St.,       

     Suite 601

     Galveston, TX 77550

     

    (c)Citizenship   USA 

     

     

     

     

    (d)Title of Class of Securities   Class A Common Stock ($0.01 par value) 

     

     

    (e)CUSIP Number  638517102 

     

     

    Item 3.IF THIS STATEMENT IS FILED PURSUANT TO RULE 13(d)-1(b), or 13d-2(b) or (c), CHECK WHETHER THE PERSON FILING IS A: 

     

    (a)[ ]  Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). 

    (b)[ ]  Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). 

    (c)[ ]  Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). 

    (d)[ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). 

    (e)[ ]  An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E); 

    (f)[ ]  An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F); 

    (g)[ ]  A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G); 

    (h)[ ]  A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); 

    (i)[ ]  A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); 

    (j)[ ]  Group, in accordance with § 240.13d-1(b)(1)(ii)(J). 

     

    If this statement is filed pursuant to Rule 13d-1(c), check this box [ ].   




    Item 4.  Ownership

     

    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. 

     

    (a)Amount beneficially owned: The RLM Jr Partnership beneficially owns 289,474 shares of Issuer’s Class A Common Stock, representing 8.42% of such class. 

     

      

     

    (b)Percent of class:  8.42% 

     

     

     

    (c)Number of shares as to which such person has: 

     

    (i)Sole power to vote or to direct the vote:None 

     

     

     

    (ii)Shared power to vote or to direct the vote:  RLM Jr Partnership and Moody RLM Jr Management Company LLC have shared power to vote 289,474 shares. Robert L Moody, Jr. has shared power to vote 298,390 shares. 

     

     

     

     

    (iii)Sole power to dispose or to direct the disposition of:None 

     

     

     

    (iv)Shared power to dispose or to direct the disposition of:   RLM Jr Partnership and Moody RLM Jr Management Company, LLC 289,474 and Robert L. Moody, Jr. 298,390 shares. 

     

     

     

     

    Item 5.  Ownership of Five Percent or Less of Class

     

    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the  following: [ ]  

     

    Item 6.  Ownership of More than Five Percent on Behalf of Another Person

     

     

     

    Item 7.  Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company

     

     

     

    Item 8.Identification and Classification of Members of the Group 




    Item 9.  Notice of Dissolution of Group

     

     

     

    Item 10.  Certification

     

     

     

     

     

    SIGNATURE

     

    After reasonable inquiry and to the best of their knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct. 

     

    /s/ Robert L. Moody, Jr.              

    Robert L. Moody, Jr.

     

    Dated: January 31, 2023




    EXHIBIT A

     

    JOINT FILING AGREEMENT

     

    [TO BE INCLUDED ONLY IF THERE ARE MULTIPLE FILERS]

     

    The undersigned hereby agree that the amended statement on Schedule 13G with respect to the Common Stock of National Western Life Group, Inc. dated as of January 10, 2023 is, and any amendments thereto signed by each of the undersigned shall be, filed on behalf of each of the undersigned pursuant to and in accordance with the provisions of Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended. 

     

    /s/ Robert L. Moody, Jr.              

    Robert L. Moody, Jr.

     

    Dated: January 31, 2023


    Get the next $NWLI alert in real time by email

    Crush Q3 2025 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $NWLI

    DatePrice TargetRatingAnalyst
    More analyst ratings

    $NWLI
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    National Western and Prosperity Life Group Announce Expected Closing Date for $1.9 Billion Cash Merger

    AUSTIN, Texas, July 3, 2024 /PRNewswire/ -- National Western Life Group, Inc. ("National Western" or the "Company") (NASDAQ:NWLI), and Prosperity Life Group ("Prosperity Life Group") today announced that the previously announced acquisition of National Western by Prosperity Life Group company S. USA Life Insurance Company, Inc. ("SUSA") has received all required regulatory approvals. As a result, the transaction is expected to close no later than Thursday, July 11, 2024. At the closing, SUSA will acquire National Western in an all-cash merger transaction valued at approximatel

    7/3/24 12:01:00 PM ET
    $NWLI
    Life Insurance
    Finance

    National Western Life Group, Inc. Announces 2024 First Quarter Earnings

    AUSTIN, Texas, May 9, 2024 /PRNewswire/ -- Ross R. Moody, Chairman of the Board, President, and Chief Executive Officer of National Western Life Group, Inc. (NASDAQ:NWLI), announced today first quarter 2024 consolidated net earnings of $73.6 million, or $20.82 per diluted share of Class A Common Stock, compared with consolidated net earnings of $12.3 million, or $3.48 per diluted share of Class A Common Stock for the first quarter of 2023. The Company's book value per share as of March 31, 2024 was $686.73. The Company's reported revenues for the quarter increased 29% to $197.

    5/9/24 12:00:00 PM ET
    $NWLI
    Life Insurance
    Finance

    National Western Life Group, Inc. Announces 2023 Full Year and Fourth Quarter Earnings

    AUSTIN, Texas, Feb. 29, 2024 /PRNewswire/ -- Ross R. Moody, Chairman of the Board, President, and Chief Executive Officer of National Western Life Group, Inc. (NASDAQ:NWLI), announced today 2023 consolidated net earnings of $94.4 million, or $26.71 per diluted share of Class A Common Stock, compared with restated consolidated net earnings of $246.5 million, or $69.71 per diluted share of Class A Common Stock for 2022. The Company's book value per share as of December 31, 2023 was $670.99. The Company's reported results were prepared in accordance with the liability accounting

    2/29/24 4:00:00 PM ET
    $NWLI
    Life Insurance
    Finance

    $NWLI
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    NWLIC - SVP - CA Hathaway Joseph J exercised 1,634 shares at a strike of $181.22 and returned $672,000 worth of shares to the company (1,344 units at $500.00) (SEC Form 4)

    4 - National Western Life Group, Inc. (0001635984) (Issuer)

    7/11/24 1:37:05 PM ET
    $NWLI
    Life Insurance
    Finance

    NWLIC - VP Controller Lounsbury Allison L exercised 734 shares at a strike of $175.04 and returned $292,000 worth of shares to the company (584 units at $500.00) (SEC Form 4)

    4 - National Western Life Group, Inc. (0001635984) (Issuer)

    7/11/24 1:35:33 PM ET
    $NWLI
    Life Insurance
    Finance

    NWLIC - SVP - CIO Anderson Natalie U exercised 3,624 shares at a strike of $206.52 and returned $1,701,500 worth of shares to the company (3,403 units at $500.00) (SEC Form 4)

    4 - National Western Life Group, Inc. (0001635984) (Issuer)

    7/11/24 1:34:24 PM ET
    $NWLI
    Life Insurance
    Finance

    $NWLI
    SEC Filings

    View All

    SEC Form 15-12G filed by National Western Life Group Inc.

    15-12G - National Western Life Group, Inc. (0001635984) (Filer)

    7/19/24 9:00:02 AM ET
    $NWLI
    Life Insurance
    Finance

    SEC Form S-8 POS filed by National Western Life Group Inc.

    S-8 POS - National Western Life Group, Inc. (0001635984) (Filer)

    7/12/24 9:05:56 AM ET
    $NWLI
    Life Insurance
    Finance

    SEC Form S-8 POS filed by National Western Life Group Inc.

    S-8 POS - National Western Life Group, Inc. (0001635984) (Filer)

    7/12/24 9:00:22 AM ET
    $NWLI
    Life Insurance
    Finance

    $NWLI
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G/A filed by National Western Life Group Inc. (Amendment)

    SC 13G/A - National Western Life Group, Inc. (0001635984) (Subject)

    2/14/24 3:04:14 PM ET
    $NWLI
    Life Insurance
    Finance

    SEC Form SC 13G/A filed by National Western Life Group Inc. (Amendment)

    SC 13G/A - National Western Life Group, Inc. (0001635984) (Subject)

    2/9/24 9:59:15 AM ET
    $NWLI
    Life Insurance
    Finance

    SEC Form SC 13G/A filed by National Western Life Group Inc. (Amendment)

    SC 13G/A - National Western Life Group, Inc. (0001635984) (Subject)

    1/29/24 5:25:51 PM ET
    $NWLI
    Life Insurance
    Finance