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 04, 2022 | November 07, 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 04, 2022 · Filed November 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2022-11-04 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-11-04 · Exercise / conversion · Acquired 15,000 · Balance 15,000 Row 2 · 2022-11-04 · Sale · Disposed 14,700 · Balance 300 F1: Sales at prices ranging from $112.59 per share to $113.55 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. Row 3 · 2022-11-04 · Sale · Disposed 300 · Balance 0 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: Sales at prices ranging from $113.65 per share to $113.76 per share. |
| 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 2022-11-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-11-04 · Exercise / conversion · Disposed 15,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectN/A | 0 |
Reported balance
Holding disclosure · report date 2022-11-04 · 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 $112.59 per share to $113.55 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: Sales at prices ranging from $113.65 per share to $113.76 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 |
|---|---|---|---|---|---|---|
| November 04, 2022 Filed Nov 7, 2022 15:40 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $50.64 | $0.00 |
DisclosureSEC source: 0001062993-22-021597 · form4.xml · derivative · entry 5 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 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 04, 2022 Filed Nov 7, 2022 15:40 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 300 | $113.70 | $34,110.51 |
DisclosureSEC source: 0001062993-22-021597 · form4.xml · nonDerivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 · price: Sales at prices ranging from $113.65 per share to $113.76 per share. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 15:40 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 14,700 | $113.05 | $1,661,812.95 |
DisclosureSEC source: 0001062993-22-021597 · form4.xml · nonDerivative · entry 2 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F1 · price: Sales at prices ranging from $112.59 per share to $113.55 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 04, 2022 Filed Nov 7, 2022 15:40 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 15,000 | $50.64 | $759,600.00 |
DisclosureSEC source: 0001062993-22-021597 · form4.xml · nonDerivative · entry 1 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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 |
| February 23, 2022 Filed Feb 25, 2022 16:26 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $103.23 | $0.00 |
DisclosureSEC source: 0001062993-22-005647 · form4.xml · derivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 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 |
| March 17, 2021 Filed Mar 18, 2021 20:19 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $53.61 | $0.00 |
DisclosureSEC source: 0001665773-21-000118 · edgar.xml · derivative · entry 7 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2022-02-25 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 17, 2021 Filed Mar 18, 2021 20:19 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $30.33 | $0.00 |
DisclosureSEC source: 0001665773-21-000118 · edgar.xml · derivative · entry 6 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 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. F4 · derivative.exercise_price: Previously reported as option for 4,000 shares at an exercise price of $45.49 per share, but was adjusted to reflect 3-for-2 stock split in the form of 50% stock dividend occurring on July 1, 2014. F4 · shares: Previously reported as option for 4,000 shares at an exercise price of $45.49 per share, but was adjusted to reflect 3-for-2 stock split in the form of 50% stock dividend occurring on July 1, 2014. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 20:19 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 2,803 | $100.70 | $282,262.94 |
DisclosureSEC source: 0001665773-21-000118 · edgar.xml · nonDerivative · entry 4 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 · price: Sales at prices ranging from $100.58 per share to $100.92 per share. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 20:19 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 15,197 | $99.99 | $1,519,617.94 |
DisclosureSEC source: 0001665773-21-000118 · edgar.xml · nonDerivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,803 F1 · price: Sales at prices ranging from $99.55 per share to $100.52 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 |
| March 17, 2021 Filed Mar 18, 2021 20:19 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 15,000 | $53.61 | $804,150.00 |
DisclosureSEC source: 0001665773-21-000118 · edgar.xml · nonDerivative · entry 2 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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 |
| March 17, 2021 Filed Mar 18, 2021 20:19 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 3,000 | $30.33 | $90,980.10 |
DisclosureSEC source: 0001665773-21-000118 · edgar.xml · nonDerivative · entry 1 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 |
| February 24, 2021 Filed Feb 26, 2021 01:25 UTC | GLOBE LIFE INC. GL · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,200 | $0.00 Strike: $98.32 | $0.00 |
DisclosureSEC source: 0001665773-21-000045 · edgar.xml · derivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200 Underlying: Common Stock · 12,200 shares Expires 2028-02-24 F1 · 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 26, 2020 Filed Feb 28, 2020 01:06 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $100.74 | $0.00 |
DisclosureSEC source: 0001665773-20-000055 · edgar.xml · derivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2027-02-26 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. 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 22, 2021 18:33 UTC Amendment | GLOBE LIFE INC. GL · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $100.74 | $0.00 |
DisclosureSEC source: 0001665773-21-000032 · edgar.xml · derivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2027-02-26 F2 · kind: Correction made to transaction code. Original filing made timely. F3 · shares: Correction made to reflect that derivative securities were acquired, not disposed of. Original filing made timely. 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 |
| November 13, 2019 Filed Nov 15, 2019 21:59 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $50.69 | $0.00 |
DisclosureSEC source: 0001183084-19-000217 · edgar.xml · derivative · entry 4 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2021-02-24 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 10,000 shares at an exercise price of $76.04 per share, but has been 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 10,000 shares at an exercise price of $76.04 per share, but has been 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 13, 2019 Filed Nov 15, 2019 21:59 UTC | GLOBE LIFE INC. GL · Entity 3408 | SaleCommon Stock | 15,000 | $99.23 | $1,488,495.00 |
DisclosureSEC source: 0001183084-19-000217 · edgar.xml · nonDerivative · entry 2 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Sales at prices ranging from $99.14 per share to $99.42 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 13, 2019 Filed Nov 15, 2019 21:59 UTC | GLOBE LIFE INC. GL · Entity 3408 | Exercise / conversionCommon Stock | 15,000 | $50.69 | $760,401.00 |
DisclosureSEC source: 0001183084-19-000217 · edgar.xml · nonDerivative · entry 1 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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 |
| May 22, 2019 Filed May 22, 2019 21:17 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $37.40 | $0.00 |
DisclosureSEC source: 0001183084-19-000155 · edgar.xml · derivative · entry 6 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2020-02-27 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. F4 · derivative.exercise_price: Previously reported as option for 10,000 shares at an exercise price of $56.10 per share, but has been adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. F4 · shares: Previously reported as option for 10,000 shares at an exercise price of $56.10 per share, but has been adjusted to reflect 3-for-2 stock split paid in the form of 50% stock dividend occuring on July 1, 2014. Read SEC document |
| May 22, 2019 Filed May 22, 2019 21:17 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,406 | $0.00 Strike: $29.59 | $0.00 |
DisclosureSEC source: 0001183084-19-000155 · edgar.xml · derivative · entry 5 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,406 shares Expires 2021-04-28 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. F3 · derivative.exercise_price: Previously reported as option for 2,500 shares at an exercise price of $66.58 per share, but has been adjusted to reflect 3-for-2 stock splits paid in the form of 50% stock dividends occuring on July 1, 2011 and July 1, 2014. F3 · shares: Previously reported as option for 2,500 shares at an exercise price of $66.58 per share, but has been adjusted to reflect 3-for-2 stock splits paid in the form of 50% stock dividends occuring on July 1, 2011 and July 1, 2014. Read SEC document |
| May 22, 2019 Filed May 22, 2019 21:17 UTC | GLOBE LIFE INC. TMK · Entity 3408 | SaleCommon Stock | 15,406 | $88.40 | $1,361,816.45 |
DisclosureSEC source: 0001183084-19-000155 · edgar.xml · nonDerivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Sales at prices ranging from $88.24 per share to $88.52 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 |
| May 22, 2019 Filed May 22, 2019 21:17 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 15,000 | $37.40 | $561,000.00 |
DisclosureSEC source: 0001183084-19-000155 · edgar.xml · nonDerivative · entry 2 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,406 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 22, 2019 Filed May 22, 2019 21:17 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 1,406 | $29.59 | $41,605.23 |
DisclosureSEC source: 0001183084-19-000155 · edgar.xml · nonDerivative · entry 1 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406 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 28, 2019 Filed Mar 4, 2019 16:24 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,900 | $0.00 Strike: $82.56 | $0.00 |
DisclosureSEC source: 0001183084-19-000076 · edgar.xml · derivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,900 Underlying: Common Stock · 12,900 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 26, 2018 Filed Feb 28, 2018 20:51 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,900 | $0.00 Strike: $87.60 | $0.00 |
DisclosureSEC source: 0001183084-18-000082 · edgar.xml · derivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,900 Underlying: Common Stock · 12,900 shares Expires 2028-02-26 F1 · derivative.exercise_date: First exercisable as to 25% of shares 2/26/20, an additional 25% of shares 2/26/21, and additional 25% of shares 2/26/22 and 25% of shares 2/26/23. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 19:54 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 13,000 | $0.00 Strike: $77.26 | $0.00 |
DisclosureSEC source: 0001183084-17-000074 · edgar.xml · derivative · entry 3 CARLSON DAVID KENDALL · CIK 0001554434 · Officer of Principal Sub. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Stock · 13,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.