Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEMPER CorpKMPR · Entity 719 | Director | November 07, 2022 | November 08, 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.
KEMPER Corp
Report date November 07, 2022 · Filed November 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,898 |
Ending reported balance
After 2022-11-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-11-07 · Exercise / conversion · Acquired 4,000 · Balance 23,898 Row 2 · 2022-11-07 · Sale · Disposed 4,000 · Balance 19,898 F1: This is the weighted average sale price per share for the transactions executed on 11/7/22. These sales were executed in multiple lots at prices ranging from $55.75 through $55.82 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price upon the request by the Commission staff, the issuer or security holder of the issuer. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $32.40 · Expires 2022-11-30 | Direct | 13,179 |
Reported balance
After 2022-11-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-11-07 · Exercise / conversion · Disposed 4,000 · Balance 13,179 F2: Option shares vest in equal consecutive annual installments beginning on 8/1/2013 in accordance with the 2011 Omnibus Equity Plan and award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This is the weighted average sale price per share for the transactions executed on 11/7/22. These sales were executed in multiple lots at prices ranging from $55.75 through $55.82 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price upon the request by the Commission staff, the issuer or security holder of the issuer.
F2: Option shares vest in equal consecutive annual installments beginning on 8/1/2013 in accordance with the 2011 Omnibus Equity Plan and award agreement.
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 07, 2022 Filed Nov 8, 2022 14:52 UTC | KEMPER Corp KMPR · Entity 719 | Exercise / conversionStock Option · Derivative | 4,000 | $0.00 Strike: $32.40 | $0.00 |
DisclosureSEC source: 0000860748-22-000178 · wf-form4_166791913020112.xml · derivative · entry 3 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,179 Underlying: Common Stock · 4,000 shares Expires 2022-11-30 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. F2 · derivative.exercise_date: Option shares vest in equal consecutive annual installments beginning on 8/1/2013 in accordance with the 2011 Omnibus Equity Plan and award agreement. Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 14:52 UTC | KEMPER Corp KMPR · Entity 719 | SaleCommon Stock | 4,000 | $55.76 | $223,040.00 |
DisclosureSEC source: 0000860748-22-000178 · wf-form4_166791913020112.xml · nonDerivative · entry 2 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,898 F1 · price: This is the weighted average sale price per share for the transactions executed on 11/7/22. These sales were executed in multiple lots at prices ranging from $55.75 through $55.82 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price upon the request by the Commission staff, the issuer or security holder of the issuer. Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 14:52 UTC | KEMPER Corp KMPR · Entity 719 | Exercise / conversionCommon Stock | 4,000 | $32.40 | $129,600.00 |
DisclosureSEC source: 0000860748-22-000178 · wf-form4_166791913020112.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,898 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 |
| May 04, 2022 Filed May 5, 2022 15:33 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-22-000087 · wf-form4_165176478665404.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,898 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2020 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| November 26, 2021 Filed Nov 29, 2021 19:24 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 500 | $57.71 | $28,854.00 |
DisclosureSEC source: 0000860748-21-000160 · wf-form4_163821385550381.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,373 Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 20:46 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 250 | $67.00 | $16,750.00 |
DisclosureSEC source: 0000860748-21-000140 · wf-form4_162888760152841.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,873 Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 21:13 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 250 | $65.36 | $16,340.00 |
DisclosureSEC source: 0000860748-21-000135 · wf-form4_162862998951991.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,623 Read SEC document |
| May 05, 2021 Filed May 6, 2021 23:21 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-21-000088 · wf-form4_162034327512843.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,373 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2020 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| May 05, 2020 Filed May 6, 2020 21:06 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-20-000091 · wf-form4_158879914498490.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,703 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2020 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:53 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 150 | $69.95 | $10,492.35 |
DisclosureSEC source: 0000860748-20-000049 · wf-form4_158396001304943.xml · nonDerivative · entry 3 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,696 Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:53 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 100 | $69.87 | $6,986.50 |
DisclosureSEC source: 0000860748-20-000049 · wf-form4_158396001304943.xml · nonDerivative · entry 2 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,546 Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 20:53 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 250 | $69.93 | $17,481.75 |
DisclosureSEC source: 0000860748-20-000049 · wf-form4_158396001304943.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,446 Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 20:50 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 500 | $69.75 | $34,875.00 |
DisclosureSEC source: 0000860748-19-000145 · edgar.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,196 Read SEC document |
| May 01, 2019 Filed May 2, 2019 22:09 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-19-000106 · edgar.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,696 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2011 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:12 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-18-000084 · edgar.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,220 F1 · shares: Award of deferred stock units that are vested on the grant date and convert to shares of Common Stock on the date of the reporting person's departure from Kemper Corporation's board of directors. The number of units is based on a grant date value of $110,000.00 pursuant to the current non-employee director compensation program. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:57 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,880 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-17-000046 · edgar.xml · nonDerivative · entry 1 Joyce Robert Joseph · CIK 0001555371 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,800 F1 · shares: Award of deferred stock units that are vested on the grant date and convert to shares of Common Stock on the date of the reporting person's departure from Kemper Corporation's board of directors. The number of units is based on a grant date value of $110,000.00 pursuant to the current non-employee director compensation program. 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.