CRBG — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-08-05

• terms and abbreviations, which are summarized in the Glossary and Acronyms in the 2025 Form 10-K.

• Corebridge has incorporated into this discussion a number of cross-references to additional information included throughout this

• Quarterly Report to assist readers seeking additional information related to a particular subject.

• In this Quarterly Report, unless otherwise mentioned or unless the context indicates otherwise, we use the terms “Corebridge,” “we,”

• “us” and “our” to refer to Corebridge Financial, Inc., a Delaware corporation, and its consolidated subsidiaries. We use the term

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• Corebridge has incorporated into this discussion a number of cross-references to additional information included throughout this Quarterly Report to assist readers seeking additional information related to a particular subject.

• In this Quarterly Report, unless otherwise mentioned or unless the context indicates otherwise, we use the terms “Corebridge,” “we,” “us” and “our” to refer to Corebridge Financial, Inc., a Delaware corporation, and its consolidated subsidiaries. We use the term “Corebridge Parent” to refer solely t…

• This MD&A addresses the consolidated financial condition of Corebridge as of March 31, 2026, compared with December 31, 2025, and its consolidated results of operations for the three months ended March 31, 2026 and 2025. In addition to historical data, this discussion contains forward-looking statem…

• We are one of the largest providers of retirement solutions and insurance products in the United States, committed to helping individuals plan, save for and achieve secure financial futures. We offer a broad set of products and services through our market leading Individual Retirement, Group Retirem…

• On March 26, 2026, we and Equitable Holdings, Inc. (“Equitable”) announced the entering into of a definitive agreement to combine in an all-stock merger.

Text added vs the prior filing · source: 10-Q · 2026-08-05

• This Quarterly Report on Form 10-Q (“Quarterly Report”) includes statements, which, to the extent they are not statements of

• historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform

• Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believes,”

• “assumes,” “enable,” “estimates,” “anticipates,” “goals,” “guidance,” “formidable,” “preliminary,” “objective,” “continue,” “drive,”

• “improve,” “superior,” “robust,” “positioned,” “resilient,” “vision,” “potential,” “immediate,” “on track,” “progress”, “is optimistic,” and

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• ITEM 3 | Quantitative and Qualitative Disclosures about Market Risk

• There have been no material changes to the quantitative and qualitative disclosures about market risk described in “Quantitative and Qualitative Disclosures About Market Risk” in the 2025 Form 10-K.

• Disclosure controls and procedures are designed to ensure that information required to be disclosed in reports filed or submitted under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), is recorded, processed, summarized and reported within the time periods specified in SEC rules…

• There have been no changes in our internal control over financial reporting (as defined in Rule 13a-15(f)) that have occurred during the quarter ended March 31, 2026 that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.

• For information regarding certain legal proceedings pending against us, see Note 15 to the Condensed Consolidated Financial Statements.

Text added vs the prior filing · source: 10-Q · 2026-08-05

• This Quarterly Report on Form 10-Q (“Quarterly Report”) includes statements, which, to the extent they are not statements of

• historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform

• Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believes,”

• “assumes,” “enable,” “estimates,” “anticipates,” “goals,” “guidance,” “formidable,” “preliminary,” “objective,” “continue,” “drive,”

• “improve,” “superior,” “robust,” “positioned,” “resilient,” “vision,” “potential,” “immediate,” “on track,” “progress”, “is optimistic,” and

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• Disclosure controls and procedures are designed to ensure that information required to be disclosed in reports filed or submitted under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), is recorded, processed, summarized and reported within the time periods specified in SEC rules…

• There have been no changes in our internal control over financial reporting (as defined in Rule 13a-15(f)) that have occurred during the quarter ended March 31, 2026 that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.

• For information regarding certain legal proceedings pending against us, see Note 15 to the Condensed Consolidated Financial Statements.

• The completion of the Mergers is subject to a number of conditions, including stockholder approvals, and, if these conditions are not satisfied or waived, the Mergers may not be completed within the expected time frame or at all.

• The completion of the Mergers is subject to the satisfaction or waiver of certain conditions, including: (a) the approval of the merger agreement and the Corebridge Merger by the affirmative vote of the holders of a majority of the outstanding shares of our common stock entitled to vote thereon at t…

Text added vs the prior filing · source: 10-Q · 2026-08-05

• This Quarterly Report on Form 10-Q (“Quarterly Report”) includes statements, which, to the extent they are not statements of

• historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform

• Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believes,”

• “assumes,” “enable,” “estimates,” “anticipates,” “goals,” “guidance,” “formidable,” “preliminary,” “objective,” “continue,” “drive,”

• “improve,” “superior,” “robust,” “positioned,” “resilient,” “vision,” “potential,” “immediate,” “on track,” “progress”, “is optimistic,” and

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• For information regarding certain legal proceedings pending against us, see Note 15 to the Condensed Consolidated Financial Statements.

• The completion of the Mergers is subject to a number of conditions, including stockholder approvals, and, if these conditions are not satisfied or waived, the Mergers may not be completed within the expected time frame or at all.

• The completion of the Mergers is subject to the satisfaction or waiver of certain conditions, including: (a) the approval of the merger agreement and the Corebridge Merger by the affirmative vote of the holders of a majority of the outstanding shares of our common stock entitled to vote thereon at t…

• The obligation of each of Corebridge and Equitable to consummate the Mergers is also conditioned on, among other things, (i) the truth and correctness of the representations and warranties made by the other party as of the Closing date (subject to certain “materiality” and “material adverse effect” …

• There can be no assurance that the conditions to the completion of the Mergers will be satisfied or waived on a timely basis or at all. In addition, no assurance can be given as to the terms, conditions and timing of any approvals or clearances. Any delay in completing the Mergers could cause the pa…

Text added vs the prior filing · source: 10-Q · 2026-08-05

• This Quarterly Report on Form 10-Q (“Quarterly Report”) includes statements, which, to the extent they are not statements of

• historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform

• Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believes,”

• “assumes,” “enable,” “estimates,” “anticipates,” “goals,” “guidance,” “formidable,” “preliminary,” “objective,” “continue,” “drive,”

• “improve,” “superior,” “robust,” “positioned,” “resilient,” “vision,” “potential,” “immediate,” “on track,” “progress”, “is optimistic,” and

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• The completion of the Mergers is subject to a number of conditions, including stockholder approvals, and, if these conditions are not satisfied or waived, the Mergers may not be completed within the expected time frame or at all.

• The completion of the Mergers is subject to the satisfaction or waiver of certain conditions, including: (a) the approval of the merger agreement and the Corebridge Merger by the affirmative vote of the holders of a majority of the outstanding shares of our common stock entitled to vote thereon at t…

• The obligation of each of Corebridge and Equitable to consummate the Mergers is also conditioned on, among other things, (i) the truth and correctness of the representations and warranties made by the other party as of the Closing date (subject to certain “materiality” and “material adverse effect” …

• There can be no assurance that the conditions to the completion of the Mergers will be satisfied or waived on a timely basis or at all. In addition, no assurance can be given as to the terms, conditions and timing of any approvals or clearances. Any delay in completing the Mergers could cause the pa…

• While the Mergers are pending, we will be subject to business uncertainties.

Text added vs the prior filing · source: 10-Q · 2026-08-05

• This Quarterly Report on Form 10-Q (“Quarterly Report”) includes statements, which, to the extent they are not statements of

• historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform

• Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believes,”

• “assumes,” “enable,” “estimates,” “anticipates,” “goals,” “guidance,” “formidable,” “preliminary,” “objective,” “continue,” “drive,”

• “improve,” “superior,” “robust,” “positioned,” “resilient,” “vision,” “potential,” “immediate,” “on track,” “progress”, “is optimistic,” and

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• This Quarterly Report on Form 10-Q (“Quarterly Report”) includes statements, which, to the extent they are not statements of historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements…

• This Quarterly Report also includes forward-looking statements about the expected timing and completion of the proposed transaction between the Company and Equitable Holdings, Inc. (“Equitable Holdings”) (the “Proposed Transaction”), the anticipated benefits of the Proposed Transaction, including es…

• Such forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause the actual results, level of activity, performance or achievements to be materially different from those expressed or implied by such forward-looking statements. Key fa…

• Any forward-looking statements included herein are not a guarantee of future performance and involve risks and uncertainties, and there are certain important factors that could cause actual results to differ, possibly materially, from expectations or estimates reflected or implied in such forward-lo…

• •the deterioration of economic conditions, an economic slowdown or recession, changes in market conditions, weakening in capital markets, volatility in equity markets, inflationary pressures, the rise of pressures on the commercial real estate market, and geopolitical tensions;