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

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

SCHEDULE 13G

Under the Securities Exchange Act of 1934

(Amendment No. 11)*

AMERICAN NATIONAL GROUP, INC.

(successor issuer to American National Insurance Company)

(Name of Issuer)

Common Stock ($0.01 par value)

(Title of Class of Securities)

02772A 109

(CUSIP Number)

December 31, 2021

(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)

☒ Rule 13d-1(d)

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. 028591105

CUSIP No. 028591105

CUSIP No. 028591105

CUSIP No. 028591105

CUSIP No. 028591105

Item 1.

American National Group, Inc. (successor issuer to American National Insurance Company)

One Moody Plaza

Galveston, Texas 77550

Item 2.

The names of the persons filing this Amendment No. 11 to Schedule 13G are as follows:

Moody National Bank Trust Division (“Moody National Bank”)

Moody Bancshares, Inc.

Moody Bank Holding Company

Three R Trusts

Irwin M. Herz, Jr.

The address of the principal business office of Moody National Bank, Moody Bancshares, Inc. and Moody Bank Holding Company is:

2302 Postoffice

Galveston, Texas 77550

The address of the principal business office of the Three R Trusts is:

2302 Postoffice, Suite 702

Galveston, Texas 77550

The address of the principal business office of Irwin M. Herz, Jr. is:

One Moody Plaza

18^th Floor

Galveston, Texas 77550

Moody National Bank is a national banking association.

Moody Bancshares, Inc. is a Texas corporation.

Moody Bank Holding Company is a Nevada corporation.

Three R Trusts are Texas trusts.

Irwin M. Herz, Jr. is a citizen of the U.S.A.

Common Stock

02772A 109

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:

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.

Moody National Bank is the sole trustee of the Libbie Shearn Moody Trust and beneficially owns the 9,949,585 shares of the Issuer beneficially owned by the Libbie Shearn Moody Trust, as reported in the original Schedule 13G filed with the Securities and Exchange Commission on November 23, 2009, with respect to the shares of American National Insurance Company, to which this Amendment No. 11 relates. In addition, Moody National Bank also acts as (i) trustee for and votes the 1,155,000 shares of common stock owned by the W. L. Moody, Jr. Trust for Grandchildren; (ii) agent for and votes 896,678 shares of common stock held pursuant to an Agency and Investment Services Agreement for the benefit of The Moody Endowment; and (iii) trustee or agent for and votes the 788,315 shares of common stock owned by other fiduciary, agency and custodian accounts, for a total beneficial ownership of 12,789,578 shares.

Moody Bank Holding Company owns a controlling interest in Moody National Bank and, therefore, may have beneficial ownership of the 12,789,578 shares beneficially owned by Moody National Bank. Moody Bank Holding Company disclaims beneficial ownership of all of these shares pursuant to Rule 13d-4.

Moody Bancshares, Inc. owns all of the outstanding capital stock of Moody Bank Holding Company and, therefore, may have beneficial ownership of the 12,789,578 shares beneficially owned by Moody National Bank. Moody Bancshares, Inc. disclaims beneficial ownership of all of these shares pursuant to Rule 13d-4.

The Three R Trusts own a controlling interest in Moody Bancshares, Inc. and may have beneficial ownership of the 12,789,578 shares beneficially owned by Moody National Bank. In addition, the Three R Trusts separately beneficially own an additional 9,550 shares. The Three R Trusts disclaim beneficial ownership of the 12,789,578 shares beneficially owned by Moody National Bank pursuant to Rule 13d-4.

Irwin M. Herz, Jr. owns 19,325 shares directly. In addition, Mr. Herz is the sole trustee of the Three R Trusts and may beneficially own the 12,789,578 shares beneficially owned by Moody National Bank and the 9,550 shares owned by the Three R Trusts. Mr. Herz disclaims beneficial ownership of the 12,789,578 shares beneficially owned by Moody National Bank and the 9,550 shares beneficially owned by the Three R Trusts pursuant to Rule 13d-4.

Moody National Bank, Moody Bancshares, Inc., and Moody Bank Holding Company may each beneficially own 47.57% of the Issuer’s outstanding Common Stock.

Three R Trusts may beneficially own 47.60% of the Issuer’s outstanding Common Stock.

Irwin M. Herz, Jr., may beneficially own 47.67% of the Issuer’s outstanding Common Stock.

Irwin M. Herz, Jr. has the sole power to vote or direct the vote of 19,325 shares of the Issuer’s Common Stock.

Moody National Bank, Moody Bancshares, Inc. and Moody Bank Holding Company have shared power to vote or direct the vote of 12,789,578 shares of the Issuer’s Common Stock.

The Three R Trusts and Irwin M. Herz, Jr. have shared power to vote or direct the vote of 12,799,128 shares of the Issuer’s Common Stock.

Irwin M. Herz, Jr. has the sole power to dispose or direct the disposition of 19,325 shares of the Issuer’s Common Stock.

Moody National Bank, Moody Bancshares, Inc. and Moody Bank Holding Company have shared power to dispose or direct the disposition of 695,079 shares of the Issuer’s Common Stock.

The Three R Trusts and Irwin M. Herz, Jr. have shared power to dispose or direct the disposition of 704,629 shares of the Issuer’s Common Stock.

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

Not applicable.

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

Not applicable.

Item 8. Identification and Classification of Members of the Group

Not applicable.

Item 9. Notice of Dissolution of Group

Not applicable.

Item 10. Certification

Not applicable.

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.