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4//SEC Filing

Karkowsky Adam 4

Accession 0001365555-18-000177

CIK 0001365555other

Filed

Nov 29, 7:00 PM ET

Accepted

Nov 30, 4:08 PM ET

Size

17.7 KB

Accession

0001365555-18-000177

Insider Transaction Report

Form 4
Period: 2018-11-29
Karkowsky Adam
Senior Vice President
Transactions
  • Disposition to Issuer

    Stock Option

    2018-11-29110,0020 total
    Exercise: $14.65From: 2014-05-23Exp: 2023-05-23Common Stock (110,002 underlying)
  • Disposition to Issuer

    Restricted Stock Units

    2018-11-2919,1130 total
    Common Stock (19,113 underlying)
  • Disposition to Issuer

    Restricted Stock Units

    2018-11-2943,7420 total
    Common Stock (43,742 underlying)
  • Disposition to Issuer

    Common Stock

    2018-11-2972,9870 total
  • Disposition to Issuer

    Restricted Stock Units

    2018-11-297,3080 total
    Common Stock (7,308 underlying)
  • Disposition to Issuer

    Restricted Stock Units

    2018-11-2928,1130 total
    Common Stock (28,113 underlying)
Footnotes (8)
  • [F1]Pursuant to the Rollover Agreement dated as of November 29, 2018, among the reporting person and Evergreen Parent, L.P. ("Parent"), the reporting person agreed to contribute these shares to Parent (the "Rollover") in exchange for Class A limited partnership interests in Parent, effective as of the effective time of the merger contemplated by the Agreement and Plan of Merger dated as of March 1, 2018 and as amended June 6, 2018, by and among AmTrust Financial Services, Inc., Parent and Evergreen Merger Sub, Inc. (the "Merger Agreement"). For purposes of the Rollover, the reporting person's shares were valued at $13.50 per share.
  • [F2]These options were canceled pursuant to the Merger Agreement for a cash payment per share equal to the difference between the exercise price and the merger consideration of $14.75 per share, without interest, less any applicable withholding taxes.
  • [F3]When granted, each restricted stock unit represented a contingent right to receive one share of AmTrust Financial Services, Inc.'s common stock.
  • [F4]Pursuant to the Rollover Agreement dated as of November 29, 2018, among the reporting person and Parent, effective as of the effective time of the merger contemplated by the Merger Agreement, pursuant to which AmTrust Financial Services, Inc. is the Surviving Corporation, these RSUs were converted into the right to receive a number of shares of non-voting common stock of the Surviving Corporation equal to the number of shares of AmTrust Financial Services, Inc. common stock underlying the RSU, upon the vesting dates and subject to the vesting conditions originally applicable to the RSUs. Upon vesting and conversion to non-voting common stock of the Surviving Corporation, the non-voting common stock is immediately convertible into Class A limited partnership interests in Parent.
  • [F5]On May 23, 2015, Mr. Karkowsky received restricted stock units subject to a four-year vesting schedule, vesting 25% on the first, second, third and fourth anniversaries of the grant date.
  • [F6]On May 23, 2016, Mr. Karkowsky received restricted stock units subject to a four-year vesting schedule, vesting 25% on the first, second, third and fourth anniversaries of the grant date.
  • [F7]On April 5, 2017, Mr. Karkowsky received restricted stock units subject to a four-year vesting schedule, vesting 25% annually on the first, second, third and fourth March 5th following the grant date.
  • [F8]On March 27, 2018, Mr. Karkowsky received restricted stock units subject to a four-year vesting schedule, vesting 25% annually on the first, second, third and fourth March 5th following the grant date.

Issuer

Amtrust Financial Services, Inc.

CIK 0001365555

Entity typeother

Related Parties

1
  • filerCIK 0001601030

Filing Metadata

Form type
4
Filed
Nov 29, 7:00 PM ET
Accepted
Nov 30, 4:08 PM ET
Size
17.7 KB