Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBE LIFE INC.GL · Entity 3408 | Exec. Officer of Principal Sub | February 08, 2023 | February 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.
GLOBE LIFE INC.
Report date February 08, 2023 · Filed February 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,372 |
Ending reported balance
After 2023-02-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-08 · Exercise / conversion · Acquired 5,000 · Balance 13,372 Row 2 · 2023-02-08 · Sale · Disposed 5,000 · Balance 8,372 F1: Sales at prices ranging from $121.52 per share to $121.79 per share. F2: Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $87.60 · Expires 2025-02-26 | Direct | 35,000 |
Reported balance
After 2023-02-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-02-08 · Exercise / conversion · Disposed 5,000 · Balance 35,000 |
| Common StockSEC Table I · non-derivative | IndirectThrift/401(k) Plan Trust | 4,238 |
Reported balance
Holding disclosure · report date 2023-02-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,238 F3: Shares in unitized fund in Company's 401(k) employee benefit plan - estimated conversion of $ balance to shares using $121.74 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Sales at prices ranging from $121.52 per share to $121.79 per share.
F2: Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer.
F3: Shares in unitized fund in Company's 401(k) employee benefit plan - estimated conversion of $ balance to shares using $121.74 per share.
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 12, 2014 Filed Feb 26, 2021 00:22 UTC | GLOBE LIFE INC. GL · Entity 3408 | PurchaseCommon Stock | 63 | $74.33 | $4,682.79 |
DisclosureSEC source: 0001665773-21-000036 · edgar.xml · nonDerivative · entry 1 DICHIARO STEVEN JOHN · CIK 0001537474 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 F1 · balance_after: On July 1, 2014, the Registrant paid a 3-for-2 stock split in the form of a 50% dividend on its common stock, resulting in the ownership of 1,575 additional common shares by the reporting person. Read SEC document |
| May 09, 2013 Filed Feb 26, 2021 00:05 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 900 | $63.05 | $56,744.10 |
DisclosureSEC source: 0001665773-21-000034 · edgar.xml · nonDerivative · entry 1 DICHIARO STEVEN JOHN · CIK 0001537474 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 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.