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 | November 28, 2022 | November 29, 2022 |
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 November 28, 2022 · Filed November 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 460 |
Ending reported balance
After 2022-11-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-28 · Exercise / conversion · Acquired 7,500 · Balance 7,960 Row 2 · 2022-11-28 · Sale · Disposed 7,500 · Balance 460 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $87.60 · Expires 2028-02-26 | Direct | 2,500 |
Reported balance
After 2022-11-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-11-28 · Exercise / conversion · Disposed 7,500 · Balance 2,500 F2: First exercisable as to 25% of shares 2-26-20, an additional 25% of shares 2-26-21, an additional 25% of shares 2-26-22, and as to remaining 25% of shares 2-26-23. |
| Common StockSEC Table I · non-derivative | IndirectThrift/401(K) Plan Trust | 6,250 |
Reported balance
Holding disclosure · report date 2022-11-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,250 F1: Shares in unitized fund in Company's 401(k) employee benefit plan - estimated conversion of $ balance to shares using $115.92 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares in unitized fund in Company's 401(k) employee benefit plan - estimated conversion of $ balance to shares using $115.92 per share.
F2: First exercisable as to 25% of shares 2-26-20, an additional 25% of shares 2-26-21, an additional 25% of shares 2-26-22, and as to remaining 25% of shares 2-26-23.
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 |
|---|---|---|---|---|---|---|
| November 28, 2022 Filed Nov 29, 2022 20:11 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $87.60 | $0.00 |
DisclosureSEC source: 0001062993-22-022878 · form4.xml · derivative · entry 4 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 7,500 shares Expires 2028-02-26 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. F2 · derivative.exercise_date: First exercisable as to 25% of shares 2-26-20, an additional 25% of shares 2-26-21, an additional 25% of shares 2-26-22, and as to remaining 25% of shares 2-26-23. Read SEC document |
| November 28, 2022 Filed Nov 29, 2022 20:11 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 7,500 | $116.89 | $876,699.75 |
DisclosureSEC source: 0001062993-22-022878 · form4.xml · nonDerivative · entry 2 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 Read SEC document |
| November 28, 2022 Filed Nov 29, 2022 20:11 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 7,500 | $87.60 | $657,000.00 |
DisclosureSEC source: 0001062993-22-022878 · form4.xml · nonDerivative · entry 1 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,960 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 20, 2022 Filed Sep 21, 2022 20:09 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $82.56 | $0.00 |
DisclosureSEC source: 0001062993-22-019818 · form4.xml · derivative · entry 4 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,000 shares Expires 2026-02-28 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 20, 2022 Filed Sep 21, 2022 20:09 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 12,000 | $103.34 | $1,240,083.60 |
DisclosureSEC source: 0001062993-22-019818 · form4.xml · nonDerivative · entry 2 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 F1 · price: Sales at prices ranging from $103.10 per share to $103.43 per share. F2 · price: 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. Read SEC document |
| September 20, 2022 Filed Sep 21, 2022 20:09 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 12,000 | $82.56 | $990,720.00 |
DisclosureSEC source: 0001062993-22-019818 · form4.xml · nonDerivative · entry 1 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,460 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 12, 2022 Filed Sep 14, 2022 13:57 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,473 | $0.00 Strike: $77.26 | $0.00 |
DisclosureSEC source: 0001062993-22-019528 · form4.xml · derivative · entry 4 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,473 shares Expires 2027-02-21 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 12, 2022 Filed Sep 14, 2022 13:57 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 2,013 | $103.19 | $207,714.83 |
DisclosureSEC source: 0001062993-22-019528 · form4.xml · nonDerivative · entry 2 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 F1 · price: Sales at prices ranging from $103.14 per share to $103.22 per share. F2 · price: 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. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 13:57 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 2,473 | $77.26 | $191,063.98 |
DisclosureSEC source: 0001062993-22-019528 · form4.xml · nonDerivative · entry 1 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,473 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 |
| August 16, 2022 Filed Aug 18, 2022 15:18 UTC | GLOBE LIFE INC. GL · Entity 3408 | OtherCommon Stock | 4,033 | $103.52 | $417,496.16 |
DisclosureSEC source: 0001062993-22-018335 · form4.xml · nonDerivative · entry 1 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Indirect · Thrift/401(K) Plan Trust Disclosed balance after: 6,245 F1 · balance_after: Shares in unitized fund employee benefit plan - estimated conversion of $ balance to shares using $103.42 per share. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 02:54 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $103.23 | $0.00 |
DisclosureSEC source: 0001062993-22-005626 · form4.xml · derivative · entry 3 Harvey Jason A · CIK 0001904608 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2029-02-23 F2 · derivative.exercise_date: First exercisable as to 50% of shares 2-23-24 and as to remaining 50% of shares 2-23-25. 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.