Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBE LIFE INC.GL · Entity 3408 | Officer of Principal Sub | November 22, 2022 | November 23, 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 22, 2022 · Filed November 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-11-22 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-11-22 · Exercise / conversion · Acquired 4,300 · Balance 4,300 Row 2 · 2022-11-22 · Exercise / conversion · Acquired 7,000 · Balance 11,300 Row 3 · 2022-11-22 · Sale · Disposed 11,300 · Balance 0 F1: Sales at prices ranging from $115.725 per share to $116.41 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 $77.26 · Expires 2027-02-21 | Direct | 0 |
Reported balance
After 2022-11-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-11-22 · Exercise / conversion · Disposed 4,300 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.56 · Expires 2026-02-28 | Direct | 0 |
Reported balance
After 2022-11-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-11-22 · Exercise / conversion · Disposed 7,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectN/A | 0 |
Reported balance
Holding disclosure · report date 2022-11-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Sales at prices ranging from $115.725 per share to $116.41 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.
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 |
|---|---|---|---|---|---|---|
| July 31, 2017 Filed Aug 2, 2017 00:17 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 1,875 | $37.40 | $70,125.00 |
DisclosureSEC source: 0001183084-17-000141 · edgar.xml · nonDerivative · entry 1 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 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 01, 2017 Filed Mar 3, 2017 15:23 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $30.33 | $0.00 |
DisclosureSEC source: 0001183084-17-000108 · edgar.xml · derivative · entry 4 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2022-01-23 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. F3 · derivative.exercise_price: Previously reported as option for 3,000 shares at an exercise price of $45.49 per share, but was adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. F3 · shares: Previously reported as option for 3,000 shares at an exercise price of $45.49 per share, but was adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. F3 · derivative.underlying_shares: Previously reported as option for 3,000 shares at an exercise price of $45.49 per share, but was adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. F3 · balance_after: Previously reported as option for 3,000 shares at an exercise price of $45.49 per share, but was adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 15:23 UTC | GLOBE LIFE INC. TMK · Entity 3408 | SaleCommon Stock | 1,500 | $78.53 | $117,797.40 |
DisclosureSEC source: 0001183084-17-000108 · edgar.xml · nonDerivative · entry 2 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · 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. F2 · price: sales at prices ranging from $78.52 per share to $78.56 per share. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 15:23 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 1,500 | $30.33 | $45,490.05 |
DisclosureSEC source: 0001183084-17-000108 · edgar.xml · nonDerivative · entry 1 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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 21, 2017 Filed Feb 23, 2017 20:34 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (right to buy) · Derivative | 7,300 | $0.00 Strike: $77.26 | $0.00 |
DisclosureSEC source: 0001183084-17-000090 · edgar.xml · derivative · entry 3 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,300 Underlying: Common Stock · 7,300 shares Expires 2027-02-21 F1 · derivative.exercise_date: First exercisable as to 25% of shares 2/21/19, an additional 25% of shares 2/21/20, and additional 25% of shares 2/21/21 and 25% of shares 2/21/22. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 22:37 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,875 | $0.00 Strike: $50.69 | $0.00 |
DisclosureSEC source: 0001183084-16-000456 · edgar.xml · derivative · entry 4 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Underlying: Common Stock · 1,875 shares Expires 2024-02-24 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. F3 · derivative.exercise_price: Previously reported as option for 5,000shares at an exercise price of $74.06 per share, but was adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. F3 · shares: Previously reported as option for 5,000shares at an exercise price of $74.06 per share, but was adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. F3 · derivative.underlying_shares: Previously reported as option for 5,000shares at an exercise price of $74.06 per share, but was adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 22:37 UTC | GLOBE LIFE INC. TMK · Entity 3408 | SaleCommon Stock | 1,875 | $71.13 | $133,366.31 |
DisclosureSEC source: 0001183084-16-000456 · edgar.xml · nonDerivative · entry 2 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: sales at prices ranging from $71.015 per share to $71.26 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 |
| November 14, 2016 Filed Nov 14, 2016 22:37 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 1,875 | $50.69 | $95,050.13 |
DisclosureSEC source: 0001183084-16-000456 · edgar.xml · nonDerivative · entry 1 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 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 |
| November 07, 2016 Filed Nov 9, 2016 19:09 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $37.40 | $0.00 |
DisclosureSEC source: 0001183084-16-000444 · edgar.xml · derivative · entry 4 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 1,000 shares Expires 2023-02-27 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 |
| November 07, 2016 Filed Nov 9, 2016 19:09 UTC | GLOBE LIFE INC. TMK · Entity 3408 | SaleCommon Stock | 1,000 | $64.99 | $64,990.00 |
DisclosureSEC source: 0001183084-16-000444 · edgar.xml · nonDerivative · entry 2 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 19:09 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 1,000 | $37.40 | $37,400.00 |
DisclosureSEC source: 0001183084-16-000444 · edgar.xml · nonDerivative · entry 1 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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 21, 2016 Filed Sep 22, 2016 21:18 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 875 | $0.00 Strike: $37.40 | $0.00 |
DisclosureSEC source: 0001183084-16-000430 · edgar.xml · derivative · entry 4 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 875 shares Expires 2023-02-27 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 |
| September 21, 2016 Filed Sep 22, 2016 21:18 UTC | GLOBE LIFE INC. TMK · Entity 3408 | SaleCommon Stock | 875 | $65.03 | $56,901.34 |
DisclosureSEC source: 0001183084-16-000430 · edgar.xml · nonDerivative · entry 2 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 21:18 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 875 | $37.40 | $32,725.00 |
DisclosureSEC source: 0001183084-16-000430 · edgar.xml · nonDerivative · entry 1 Rogers John Henry JR · CIK 0001629960 · Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 875 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.