Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBE LIFE INC.GL · Entity 3408 | Exec. Officer Principal Sub | November 01, 2022 | November 10, 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 01, 2022 · Filed November 10, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,143.1669 |
Reported balance
After 2022-11-01 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2022-11-01 · Exercise / conversion · Acquired 18,000 · Balance 34,143.1669 |
| Common StockSEC Table I · non-derivative | Direct | 16,239.7285 |
Reported balance
After 2022-11-01 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2022-11-01 · Sale · Disposed 18,000 · Balance 16,239.7285 F1: Sales at prices ranging from $113.19 per share to $113.75 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: Includes 95.901 shares acquired through Company's dividend reinvestment plan since date of last report. F4: Amended to change beneficial ownership balance to reflect inclusion of .6606 additional fractional shares acquired through a brokerage dividend reinvestment plan in 2022. Original filing timely made. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.64 · Expires 2023-02-24 | Direct | 0 |
Reported balance
After 2022-11-01 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2022-11-01 · Exercise / conversion · Disposed 18,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectNot Applicable | 0 |
Reported balance
Holding disclosure · report date 2022-11-01 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Sales at prices ranging from $113.19 per share to $113.75 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: Includes 95.901 shares acquired through Company's dividend reinvestment plan since date of last report.
F4: Amended to change beneficial ownership balance to reflect inclusion of .6606 additional fractional shares acquired through a brokerage dividend reinvestment plan in 2022. Original filing timely made.
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 01, 2022 Filed Nov 3, 2022 20:33 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $50.64 | $0.00 |
DisclosureSEC source: 0001062993-22-021502 · form4.xml · derivative · entry 4 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2023-02-24 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. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:33 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 18,000 | $113.47 | $2,042,373.60 |
DisclosureSEC source: 0001062993-22-021502 · form4.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,239.0679 F1 · price: Sales at prices ranging from $113.19 per share to $113.75 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. F3 · balance_after: Includes 95.901 shares acquired through Company's dividend reinvestment plan since date of last report. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 20:33 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 18,000 | $50.64 | $911,520.00 |
DisclosureSEC source: 0001062993-22-021502 · form4.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,143.1669 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 01, 2022 Filed Nov 10, 2022 14:09 UTC Amendment | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $50.64 | $0.00 |
DisclosureSEC source: 0001062993-22-021807 · form4a.xml · derivative · entry 4 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2023-02-24 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. Read SEC document |
| November 01, 2022 Filed Nov 10, 2022 14:09 UTC Amendment | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 18,000 | $113.47 | $2,042,373.60 |
DisclosureSEC source: 0001062993-22-021807 · form4a.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,239.7285 F1 · price: Sales at prices ranging from $113.19 per share to $113.75 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. F3 · balance_after: Includes 95.901 shares acquired through Company's dividend reinvestment plan since date of last report. F4 · balance_after: Amended to change beneficial ownership balance to reflect inclusion of .6606 additional fractional shares acquired through a brokerage dividend reinvestment plan in 2022. Original filing timely made. Read SEC document |
| November 01, 2022 Filed Nov 10, 2022 14:09 UTC Amendment | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 18,000 | $50.64 | $911,520.00 |
DisclosureSEC source: 0001062993-22-021807 · form4a.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,143.1669 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 23, 2022 Filed Feb 25, 2022 00:37 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $103.23 | $0.00 |
DisclosureSEC source: 0001062993-22-005606 · form4.xml · derivative · entry 4 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2029-02-23 F1 · 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 |
| February 23, 2022 Filed Feb 25, 2022 00:37 UTC | GLOBE LIFE INC. GL · Entity 3408 | Tax withholdingCommon Stock | 1,411 | $103.23 | $145,657.53 |
DisclosureSEC source: 0001062993-22-005606 · form4.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,143.1669 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 00:37 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantCommon Stock | 3,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-005606 · form4.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,554.1669 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:49 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $50.64 | $0.00 |
DisclosureSEC source: 0001062993-22-004494 · form4.xml · derivative · entry 4 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 17,000 shares Expires 2023-02-24 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. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 22:49 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 17,000 | $106.53 | $1,810,928.40 |
DisclosureSEC source: 0001062993-22-004494 · form4.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,970.1669 F1 · price: Sales at prices ranging from $106.22 per share to $107.02 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 |
| February 11, 2022 Filed Feb 15, 2022 22:49 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 17,000 | $50.64 | $860,880.00 |
DisclosureSEC source: 0001062993-22-004494 · form4.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec. Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,970.1669 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 04, 2022 Filed Feb 15, 2022 22:43 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 1,915 | $104.65 | $200,409.73 |
DisclosureSEC source: 0001062993-22-004492 · form4.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,970.1669 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. F3 · price: Sales at prices ranging from $104.51 per share to $104.96 per share. Read SEC document |
| February 04, 2022 Filed Feb 15, 2022 22:43 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 4,311 | $104.78 | $451,702.27 |
DisclosureSEC source: 0001062993-22-004492 · form4.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec. Officer of Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,885.1669 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 $104.645 per share to $104.955 per share. F4 · balance_after: Includes 38.863 shares acquired through Company's dividend reinvestment plan since date of last report. F5 · balance_after: Includes .2146 shares acquired through a brokerage dividend reinvestment plan since date of last report. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:42 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $98.32 | $0.00 |
DisclosureSEC source: 0001665773-21-000071 · edgar.xml · derivative · entry 4 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2028-02-24 F3 · derivative.exercise_date: First exercisable as to 50% of shares 2-24-23 and as to remaining 50% of shares 2-24-24. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:42 UTC | GLOBE LIFE INC. GL · Entity 3408 | Tax withholdingCommon Stock | 3,369 | $98.32 | $331,240.08 |
DisclosureSEC source: 0001665773-21-000071 · edgar.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,033.0354 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 17:42 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantCommon Stock | 11,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001665773-21-000071 · edgar.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,402.0354 F1 · balance_after: Includes 24.695 shares acquired through Company's dividend reinvestment plan since date of last report. F2 · balance_after: Includes .2252 shares acquired through a brokerage dividend reinvestment plan since date of last report. Read SEC document |
| December 21, 2020 Filed Jan 20, 2021 21:27 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 534 | $93.01 | $49,668.73 |
DisclosureSEC source: 0001665773-21-000024 · edgar.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,969.1152 F1 · shares: Late reporting of open market sale of shares previously reported in reporting person's direct beneficial ownership balance. F5 · 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. F6 · price: Sales at prices ranging from $92.83 per share to $93.21 per share. F1 · balance_after: Late reporting of open market sale of shares previously reported in reporting person's direct beneficial ownership balance. Read SEC document |
| December 16, 2020 Filed Jan 20, 2021 21:27 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 1,000 | $92.61 | $92,612.50 |
DisclosureSEC source: 0001665773-21-000024 · edgar.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,503.1152 F1 · shares: Late reporting of open market sale of shares previously reported in reporting person's direct beneficial ownership balance. F4 · price: Sales at prices ranging from $92.33 per share to $92.78 per share. F5 · 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. F1 · balance_after: Late reporting of open market sale of shares previously reported in reporting person's direct beneficial ownership balance. F2 · balance_after: Includes .9388 shares acquired in 2020 through a brokerage dividend reinvestment plan. F3 · balance_after: Includes 103.8460 shares acquired in 2020 through the Company's dividend reinvestment plan. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 16:21 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $100.74 | $0.00 |
DisclosureSEC source: 0001665773-20-000080 · edgar.xml · derivative · entry 4 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2027-02-26 F1 · derivative.exercise_date: First exercisable as to 50% of shares 2-26-22 and as to remaining 50% of shares 2-26-23. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 16:21 UTC | GLOBE LIFE INC. GL · Entity 3408 | Tax withholdingCommon Stock | 2,719 | $100.74 | $273,912.06 |
DisclosureSEC source: 0001665773-20-000080 · edgar.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,321.675 Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 16:21 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantCommon Stock | 9,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001665773-20-000080 · edgar.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,040.675 Read SEC document |
| November 18, 2019 Filed Jan 15, 2021 23:07 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 2,000 | $99.06 | $198,116.00 |
DisclosureSEC source: 0001665773-21-000022 · edgar.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,447.3304 F1 · balance_after: Late reported transaction that impacts one subsequent filing in 2020. F2 · balance_after: Includes 65.537 shares acquired 2016-2019 through a brokerage dividend reinvestment plan. F3 · balance_after: Includes 11.118 shares acquired in 2019 through the Company's dividend reinvestment plan. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:33 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $82.56 | $0.00 |
DisclosureSEC source: 0001183084-19-000079 · edgar.xml · derivative · entry 4 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2026-02-28 F1 · derivative.exercise_date: First exercisable as to 50% of shares 2-28-21 and as to remaining 50% of shares 2-28-22. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:33 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Tax withholdingCommon Stock | 2,038 | $82.56 | $168,257.28 |
DisclosureSEC source: 0001183084-19-000079 · edgar.xml · nonDerivative · entry 2 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,370.675 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:33 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantCommon Stock | 8,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001183084-19-000079 · edgar.xml · nonDerivative · entry 1 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,408.675 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 22:51 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $87.60 | $0.00 |
DisclosureSEC source: 0001183084-18-000101 · edgar.xml · derivative · entry 3 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2025-02-26 F1 · derivative.exercise_date: First Exercisable as to 50% of shares 2-26-20 and as to remaining 50% of shares 2-26-21. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 20:11 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (right to buy) · Derivative | 38,000 | $0.00 Strike: $77.26 | $0.00 |
DisclosureSEC source: 0001183084-17-000079 · edgar.xml · derivative · entry 3 Greer Steven Kelly · CIK 0001663799 · Exec Officer Principal Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 38,000 shares Expires 2024-02-21 F1 · derivative.exercise_date: First exercisable as to 50% of shares 2-21-19 and as to remaining 50% of shares 2-21-20. 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.