Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | EVP, CFO Aflac Japan | August 21, 2023 | August 22, 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 August 21, 2023 · Filed August 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,274 |
Reported balance
After 2023-08-21 transaction · row 1
1 source rowRow 1 · 2023-08-21 · Sale · Disposed 3,355 · Balance 60,274 |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 2,232 |
Reported balance
Holding disclosure · report date 2023-08-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,232 |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 515 |
Reported balance
Holding disclosure · report date 2023-08-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 515 |
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 |
|---|---|---|---|---|---|---|
| February 09, 2018 Filed Feb 13, 2018 17:23 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 1,854 | $84.77 | $157,163.58 |
DisclosureSEC source: 0000004977-18-000019 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,854 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 20:40 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 1,430 | $87.11 | $124,569.73 |
DisclosureSEC source: 0000004977-17-000207 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,708 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 14:31 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $61.81 | $0.00 |
DisclosureSEC source: 0000004977-17-000179 · edgardoc.xml · derivative · entry 5 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2018-02-12 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 |
| September 29, 2017 Filed Oct 3, 2017 14:31 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 620 | $81.49 | $50,524.85 |
DisclosureSEC source: 0000004977-17-000179 · edgardoc.xml · nonDerivative · entry 3 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,065 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 14:31 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 769 | $81.54 | $62,702.57 |
DisclosureSEC source: 0000004977-17-000179 · edgardoc.xml · nonDerivative · entry 2 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,685 Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 14:31 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 1,000 | $61.81 | $61,810.00 |
DisclosureSEC source: 0000004977-17-000179 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,454 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 31, 2017 Filed Apr 4, 2017 19:59 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,881 | $0.00 Strike: $53.14 | $0.00 |
DisclosureSEC source: 0000004977-17-000088 · edgardoc.xml · derivative · entry 4 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,881 shares Expires 2017-07-30 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 31, 2017 Filed Apr 4, 2017 19:59 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 1,400 | $72.39 | $101,351.18 |
DisclosureSEC source: 0000004977-17-000088 · edgardoc.xml · nonDerivative · entry 2 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,299 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 1,881 | $53.14 | $99,956.34 |
DisclosureSEC source: 0000004977-17-000088 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,699 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 27, 2017 Filed Mar 29, 2017 20:57 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionRestricted Stock · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000084 · edgardoc.xml · derivative · entry 3 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2017-03-27 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 27, 2017 Filed Mar 29, 2017 20:57 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 1,254 | $71.84 | $90,087.36 |
DisclosureSEC source: 0000004977-17-000084 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,784 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:47 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionRestricted Stock · Derivative | 3,878 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000028 · edgardoc.xml · derivative · entry 3 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,878 shares Expires 2017-02-11 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 10, 2017 Filed Feb 14, 2017 22:47 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 1,435 | $69.98 | $100,421.30 |
DisclosureSEC source: 0000004977-17-000028 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,810 Read SEC document |
| February 10, 2017 Filed Mar 29, 2017 20:20 UTC Amendment | AFLAC INC AFL · Entity 28 | Exercise / conversionRestricted Stock · Derivative | 3,878 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000082 · edgardoc.xml · derivative · entry 2 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,878 shares Expires 2017-02-11 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 10, 2017 Filed Mar 29, 2017 20:20 UTC Amendment | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 1,435 | $69.98 | $100,421.30 |
DisclosureSEC source: 0000004977-17-000082 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,985 F1 · balance_after: The Form 4 filed on 2/14/2017 overstated the direct ownership by 2,825 shares. This amendment is to correctly state the number of shares held directly. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 20:12 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 1,100 | $69.18 | $76,094.04 |
DisclosureSEC source: 0000004977-16-000383 · edgardoc.xml · nonDerivative · entry 1 Daniels James Todd · CIK 0001658552 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,420 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.