Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | Sr. Vice President | November 07, 2023 | November 09, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AFLAC INC
Report date November 07, 2023 · Filed November 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 124,821 |
Ending reported balance
After 2023-11-07 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-11-07 · Exercise / conversion · Acquired 6,000 · Balance 129,026 Row 2 · 2023-11-07 · Sale · Disposed 6,000 · Balance 123,026 F1: The price is the weighted average sale price of the aggregate number of shares that were sold. These shares were sold in multiple transactions at prices ranging from $81.01 to $81.031. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Row 3 · 2023-11-07 · Exercise / conversion · Acquired 1,795 · Balance 124,821 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.73 · Expires 2025-02-10 | Direct | 9,304 |
Reported balance
After 2023-11-07 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-11-07 · Exercise / conversion · Disposed 6,000 · Balance 9,304 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.97 · Expires 2026-02-09 | Direct | 12,785 |
Reported balance
After 2023-11-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-11-07 · Exercise / conversion · Disposed 1,795 · Balance 12,785 |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 1,413 |
Reported balance
Holding disclosure · report date 2023-11-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,413 |
Filing footnotes · ownership attribution and instrument terms
F1: The price is the weighted average sale price of the aggregate number of shares that were sold. These shares were sold in multiple transactions at prices ranging from $81.01 to $81.031. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 26, 2019 Filed Jun 28, 2019 15:24 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 13 | $54.24 | $705.12 |
DisclosureSEC source: 0000004977-19-000126 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,115 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2019 Filed Jun 28, 2019 15:24 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-19-000126 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,784 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 19:10 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 4,217 | $48.60 | $204,946.20 |
DisclosureSEC source: 0000004977-19-000030 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,863 Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 19:10 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 13,741 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-19-000030 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,080 Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 21:55 UTC | AFLAC INC AFL · Entity 28 | GrantDividend Equivalent Rights · Derivative | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000133 · edgardoc.xml · derivative · entry 3 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13 Underlying: Common Stock · 13 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 21:55 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 969 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000133 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,772 Read SEC document |
| June 26, 2018 Filed Jun 27, 2018 20:30 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 2,273 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000101 · edgardoc.xml · nonDerivative · entry 3 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,741 F1 · security: On March 19, 2018, Aflac Incorporated effected a 2-for-1 stock split. The number of shares and share prices reported throughout this Form 4 have been adjusted to reflect the stock split. F2 · shares: These restricted stock units (RSUs) will be released in two equal installments. The release dates will be June 26, 2019 and June 26, 2020. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| June 20, 2018 Filed Jun 27, 2018 20:30 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000101 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,468 F1 · security: On March 19, 2018, Aflac Incorporated effected a 2-for-1 stock split. The number of shares and share prices reported throughout this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| May 23, 2018 Filed Jun 27, 2018 20:30 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000101 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,804 F1 · security: On March 19, 2018, Aflac Incorporated effected a 2-for-1 stock split. The number of shares and share prices reported throughout this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:31 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,573 | $0.00 Strike: $57.90 | $0.00 |
DisclosureSEC source: 0000004977-18-000058 · edgardoc.xml · derivative · entry 6 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,573 shares Expires 2021-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:31 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 75 | $0.00 Strike: $34.18 | $0.00 |
DisclosureSEC source: 0000004977-18-000058 · edgardoc.xml · derivative · entry 5 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75 shares Expires 2019-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:31 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 2,648 | $90.33 | $239,193.84 |
DisclosureSEC source: 0000004977-18-000058 · edgardoc.xml · nonDerivative · entry 3 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,813 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:31 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 2,573 | $57.90 | $148,976.70 |
DisclosureSEC source: 0000004977-18-000058 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,461 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:31 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 75 | $34.18 | $2,563.50 |
DisclosureSEC source: 0000004977-18-000058 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:40 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 1,967 | $86.07 | $169,299.69 |
DisclosureSEC source: 0000004977-18-000031 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,813 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:40 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 6,342 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000031 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,780 Read SEC document |
| August 14, 2017 Filed Feb 12, 2018 21:29 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000016 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,438 Read SEC document |
| August 11, 2017 Filed Feb 12, 2018 21:29 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000016 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,563 Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 19:14 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,227 | $0.00 Strike: $57.90 | $0.00 |
DisclosureSEC source: 0000004977-17-000141 · edgardoc.xml · derivative · entry 6 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,573 Underlying: Common Stock · 4,227 shares Expires 2021-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 19:14 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,124 | $0.00 Strike: $47.06 | $0.00 |
DisclosureSEC source: 0000004977-17-000141 · edgardoc.xml · derivative · entry 5 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,124 shares Expires 2020-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 19:14 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 6,351 | $77.61 | $492,880.79 |
DisclosureSEC source: 0000004977-17-000141 · edgardoc.xml · nonDerivative · entry 3 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,508 Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 19:14 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 2,124 | $47.06 | $99,955.44 |
DisclosureSEC source: 0000004977-17-000141 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,859 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 19:14 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 4,227 | $57.90 | $244,743.30 |
DisclosureSEC source: 0000004977-17-000141 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,735 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 2,294 | $71.04 | $162,965.76 |
DisclosureSEC source: 0000004977-17-000035 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,273 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 19:22 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 6,729 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000035 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,567 Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:17 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,876 | $0.00 Strike: $47.06 | $0.00 |
DisclosureSEC source: 0000004977-16-000381 · edgardoc.xml · derivative · entry 6 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,124 Underlying: Common Stock · 3,876 shares Expires 2020-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:17 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,425 | $0.00 Strike: $34.18 | $0.00 |
DisclosureSEC source: 0000004977-16-000381 · edgardoc.xml · derivative · entry 5 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 Underlying: Common Stock · 1,425 shares Expires 2019-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:17 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 5,301 | $69.18 | $366,745.97 |
DisclosureSEC source: 0000004977-16-000381 · edgardoc.xml · nonDerivative · entry 3 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,838 Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:17 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 1,425 | $34.18 | $48,706.50 |
DisclosureSEC source: 0000004977-16-000381 · edgardoc.xml · nonDerivative · entry 2 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,139 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 16:17 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 3,876 | $47.06 | $182,404.56 |
DisclosureSEC source: 0000004977-16-000381 · edgardoc.xml · nonDerivative · entry 1 HOWARD JUNE P · CIK 0001505570 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,714 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.