Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | Executive V.P. | September 25, 2020 | September 29, 2020 |
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.
AFLAC INC
Report date September 25, 2020 · Filed September 29, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,260 |
Reported balance
After 2020-09-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-09-25 · Tax withholding · Disposed 527 · Balance 9,260 F1: Reflects 123 shares forfeited on February 13, 2020 for payment of tax liability incident to the vesting of a security, which was not reported on the February 2020 Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects 123 shares forfeited on February 13, 2020 for payment of tax liability incident to the vesting of a security, which was not reported on the February 2020 Form 4.
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 |
|---|---|---|---|---|---|---|
| September 25, 2020 Filed Sep 29, 2020 13:08 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 527 | $35.73 | $18,829.71 |
DisclosureSEC source: 0000004977-20-000123 · wf-form4_160138489422500.xml · nonDerivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,260 F1 · balance_after: Reflects 123 shares forfeited on February 13, 2020 for payment of tax liability incident to the vesting of a security, which was not reported on the February 2020 Form 4. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:07 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 1,128 | $52.46 | $59,174.88 |
DisclosureSEC source: 0000004977-20-000037 · edgardoc.xml · nonDerivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,791 F1 · shares: Total shares include 165 DER shares acquired. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 20:34 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 1,900 | $52.62 | $99,984.08 |
DisclosureSEC source: 0000004977-19-000187 · edgardoc.xml · nonDerivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,919 Read SEC document |
| September 27, 2019 Filed Sep 30, 2019 18:58 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 512 | $51.91 | $26,577.92 |
DisclosureSEC source: 0000004977-19-000162 · edgardoc.xml · nonDerivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,773 F1 · shares: Total shares include 71 DER shares acquired. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:31 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 1,466 | $49.02 | $71,863.32 |
DisclosureSEC source: 0000004977-19-000019 · edgardoc.xml · nonDerivative · entry 2 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,876 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:31 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 3,765 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-19-000019 · edgardoc.xml · nonDerivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,342 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 21:17 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 1,129 | $43.97 | $49,647.44 |
DisclosureSEC source: 0000004977-18-000158 · edgardoc.xml · nonDerivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,577 Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 15:54 UTC | AFLAC INC AFL · Entity 28 | OtherDividend Equivalent Rights · Derivative | 27 | $47.04 | $1,270.08 |
DisclosureSEC source: 0000004977-18-000146 · edgardoc.xml · derivative · entry 3 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62 Underlying: Common Stock · 27 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 15:54 UTC | AFLAC INC AFL · Entity 28 | OtherCommon Stock | 27 | $47.04 | $1,270.08 |
DisclosureSEC source: 0000004977-18-000146 · edgardoc.xml · nonDerivative · entry 2 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,561 F1 · price: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 15:54 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 504 | $47.04 | $23,708.16 |
DisclosureSEC source: 0000004977-18-000146 · edgardoc.xml · nonDerivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,534 Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 21:55 UTC | AFLAC INC AFL · Entity 28 | GrantDividend Equivalent Rights · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000134 · edgardoc.xml · derivative · entry 1 Williams Richard JR · CIK 0001749468 · Executive V.P. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Underlying: Common Stock · 89 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on employee restricted stock unit and will be released proportionately with the award to which they relate. Each dividend equivalent right is the economic equivalent of one share of AFL common stock. 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.