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Helding Erik M

Disclosed activity across 2 companies

Tapewire entity
147010
SEC CIK
0001672583

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Benefytt Technologies, Inc.BFYT · Entity 147002Chief Financial OfficerAugust 21, 2020August 25, 2020
CNO Financial Group, Inc.CNO · Entity 576EVP and CFOMarch 27, 2019March 28, 2019

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.

Benefytt Technologies, Inc.

Report date August 21, 2020 · Filed August 25, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2020-08-21 transaction · row 1
1 source row

Row 1 · 2020-08-21 · Other · Disposed 30,000 · Balance 0

F1: On August 21, 2020, Daylight Beta Corp., a Delaware corporation ("Purchaser") and a wholly owned subsidiary of Daylight Beta Parent Corp., a Delaware corporation ("Parent"), successfully completed the tender offer ("Tender Offer") for all issued and outstanding shares of the common stock of Benefytt Technologies, Inc., a Delaware corporation (the "Issuer"), pursuant to that certain Agreement and Plan of Merger dated July 12, 2020 (the "Merger Agreement"), by and among Issuer, Parent and Purchaser. Following the Tender Offer, on August 21, 2020, Purchaser merged with and into Issuer with Issuer surviving the merger as a wholly owned and indirect subsidiary of Parent (the "Merger").

F2: Represents shares tendered to the Purchaser in connection with the Tender Offer.

Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $23.40 · Expires 2029-11-15Direct0 Reported balance After 2020-08-21 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2020-08-21 · Disposition to issuer · Disposed 50,000 · Balance 0

F1: On August 21, 2020, Daylight Beta Corp., a Delaware corporation ("Purchaser") and a wholly owned subsidiary of Daylight Beta Parent Corp., a Delaware corporation ("Parent"), successfully completed the tender offer ("Tender Offer") for all issued and outstanding shares of the common stock of Benefytt Technologies, Inc., a Delaware corporation (the "Issuer"), pursuant to that certain Agreement and Plan of Merger dated July 12, 2020 (the "Merger Agreement"), by and among Issuer, Parent and Purchaser. Following the Tender Offer, on August 21, 2020, Purchaser merged with and into Issuer with Issuer surviving the merger as a wholly owned and indirect subsidiary of Parent (the "Merger").

F4: In accordance with the terms of the Merger Agreement, these stock-settled stock appreciation rights held by the reporting person were deemed to be fully vested and cancelled and converted as of immediately prior to the effective time of the Merger into the right to receive a cash payment, without interest, equal to the product of: (i) the aggregate number of shares of the Issuer's Common Stock underlying these stock-settled stock appreciation rights, multiplied by (ii) the excess of $31.00 over the per share exercise price of such stock-settled stock appreciation rights, less any taxes required to be withheld.

F3: These stock-settled stock appreciation rights were granted under the Issuer's Long Term Incentive Plan and became vested in full immediately prior to the Merger.

Filing footnotes · ownership attribution and instrument terms

F1: On August 21, 2020, Daylight Beta Corp., a Delaware corporation ("Purchaser") and a wholly owned subsidiary of Daylight Beta Parent Corp., a Delaware corporation ("Parent"), successfully completed the tender offer ("Tender Offer") for all issued and outstanding shares of the common stock of Benefytt Technologies, Inc., a Delaware corporation (the "Issuer"), pursuant to that certain Agreement and Plan of Merger dated July 12, 2020 (the "Merger Agreement"), by and among Issuer, Parent and Purchaser. Following the Tender Offer, on August 21, 2020, Purchaser merged with and into Issuer with Issuer surviving the merger as a wholly owned and indirect subsidiary of Parent (the "Merger").

F2: Represents shares tendered to the Purchaser in connection with the Tender Offer.

F3: These stock-settled stock appreciation rights were granted under the Issuer's Long Term Incentive Plan and became vested in full immediately prior to the Merger.

F4: In accordance with the terms of the Merger Agreement, these stock-settled stock appreciation rights held by the reporting person were deemed to be fully vested and cancelled and converted as of immediately prior to the effective time of the Merger into the right to receive a cash payment, without interest, equal to the product of: (i) the aggregate number of shares of the Issuer's Common Stock underlying these stock-settled stock appreciation rights, multiplied by (ii) the excess of $31.00 over the per share exercise price of such stock-settled stock appreciation rights, less any taxes required to be withheld.

CNO Financial Group, Inc.

Report date March 27, 2019 · Filed March 28, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect66,600 Ending reported balance After 2019-03-27 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2019-03-27 · Exercise / conversion · Acquired 15,200 · Balance 78,445

Row 2 · 2019-03-27 · Sale · Disposed 11,845 · Balance 66,600

Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.88 · Expires 2020-02-27Direct0 Reported balance After 2019-03-27 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2019-03-27 · Grant · Disposed 15,200 · Balance 0

F1: One-half of these options vested on February 27, 2015 and one-half vested on February 27, 2016

Filing footnotes · ownership attribution and instrument terms

F1: One-half of these options vested on February 27, 2015 and one-half vested on February 27, 2016

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 21, 2020 Filed Aug 25, 2020 15:12 UTC Benefytt Technologies, Inc. BFYT · Entity 147002 Disposition to issuerStock Appreciation Rights · Derivative 50,000 Not disclosed Strike: $23.40 Not disclosed
Disclosure

SEC source: 0001567619-20-015950 · doc1.xml · derivative · entry 2

Helding Erik M · CIK 0001672583 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 50,000 shares

Expires 2029-11-15

F1 · date: On August 21, 2020, Daylight Beta Corp., a Delaware corporation ("Purchaser") and a wholly owned subsidiary of Daylight Beta Parent Corp., a Delaware corporation ("Parent"), successfully completed the tender offer ("Tender Offer") for all issued and outstanding shares of the common stock of Benefytt Technologies, Inc., a Delaware corporation (the "Issuer"), pursuant to that certain Agreement and Plan of Merger dated July 12, 2020 (the "Merger Agreement"), by and among Issuer, Parent and Purchaser. Following the Tender Offer, on August 21, 2020, Purchaser merged with and into Issuer with Issuer surviving the merger as a wholly owned and indirect subsidiary of Parent (the "Merger").

F4 · price: In accordance with the terms of the Merger Agreement, these stock-settled stock appreciation rights held by the reporting person were deemed to be fully vested and cancelled and converted as of immediately prior to the effective time of the Merger into the right to receive a cash payment, without interest, equal to the product of: (i) the aggregate number of shares of the Issuer's Common Stock underlying these stock-settled stock appreciation rights, multiplied by (ii) the excess of $31.00 over the per share exercise price of such stock-settled stock appreciation rights, less any taxes required to be withheld.

F3 · derivative.exercise_date: These stock-settled stock appreciation rights were granted under the Issuer's Long Term Incentive Plan and became vested in full immediately prior to the Merger.

Read SEC document
August 21, 2020 Filed Aug 25, 2020 15:12 UTC Benefytt Technologies, Inc. BFYT · Entity 147002 OtherClass A Common Stock 30,000 $31.00 $930,000.00
Disclosure

SEC source: 0001567619-20-015950 · doc1.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · date: On August 21, 2020, Daylight Beta Corp., a Delaware corporation ("Purchaser") and a wholly owned subsidiary of Daylight Beta Parent Corp., a Delaware corporation ("Parent"), successfully completed the tender offer ("Tender Offer") for all issued and outstanding shares of the common stock of Benefytt Technologies, Inc., a Delaware corporation (the "Issuer"), pursuant to that certain Agreement and Plan of Merger dated July 12, 2020 (the "Merger Agreement"), by and among Issuer, Parent and Purchaser. Following the Tender Offer, on August 21, 2020, Purchaser merged with and into Issuer with Issuer surviving the merger as a wholly owned and indirect subsidiary of Parent (the "Merger").

F2 · kind: Represents shares tendered to the Purchaser in connection with the Tender Offer.

Read SEC document
November 15, 2019 Filed Nov 19, 2019 16:44 UTC Benefytt Technologies, Inc. HIIQ · Entity 147002 GrantStock Appreciation Rights · Derivative 50,000 $0.00 Strike: $23.40 $0.00
Disclosure

SEC source: 0001567619-19-021873 · doc1.xml · derivative · entry 2

Helding Erik M · CIK 0001672583 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 50,000 shares

Expires 2029-11-15

F2 · derivative.exercise_date: These stock-settled stock appreciation rights were granted on November 15, 2019 under the Plan and vest 25% on each of the first four anniversaries of grant date, subject to the terms of the Plan and an award agreement under the Plan.

Read SEC document
November 15, 2019 Filed Nov 19, 2019 16:44 UTC Benefytt Technologies, Inc. HIIQ · Entity 147002 GrantClass A Common Stock 30,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-021873 · doc1.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,000

F1 · price: Represents grant of restricted shares pursuant to the terms of a Restricted Stock Award Agreement granted under the Health Insurance Innovations Long Term Incentive Plan (the "Plan"). 25% of the shares vest on each of the first four anniversaries of date of grant.

Read SEC document
March 27, 2019 Filed Mar 28, 2019 16:41 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantStock Options · Derivative 15,200 $0.00 Strike: $10.88 $0.00
Disclosure

SEC source: 0001250988-19-000016 · edgar.xml · derivative · entry 3

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,200 shares

Expires 2020-02-27

F1 · derivative.exercise_date: One-half of these options vested on February 27, 2015 and one-half vested on February 27, 2016

Read SEC document
March 27, 2019 Filed Mar 28, 2019 16:41 UTC CNO Financial Group, Inc. CNO · Entity 576 SaleCommon Stock 11,845 $16.08 $190,467.60
Disclosure

SEC source: 0001250988-19-000016 · edgar.xml · nonDerivative · entry 2

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,600

Read SEC document
March 27, 2019 Filed Mar 28, 2019 16:41 UTC CNO Financial Group, Inc. CNO · Entity 576 Exercise / conversionCommon Stock 15,200 $10.88 $165,376.00
Disclosure

SEC source: 0001250988-19-000016 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,445

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 25, 2019 Filed Mar 27, 2019 11:11 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 1,413 $15.90 $22,466.70
Disclosure

SEC source: 0001252604-19-000007 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,245

F1 · shares: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock awards and units.

Read SEC document
February 20, 2019 Filed Feb 21, 2019 17:45 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantStock Options · Derivative 5,750 $0.00 Strike: $7.51 $0.00
Disclosure

SEC source: 0001250988-19-000011 · edgar.xml · derivative · entry 7

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 0 shares

Expires 2019-02-28

F6 · derivative.exercise_date: One-half of these options vested on February 28, 2014 and one-half vested on February 28, 2015.

Read SEC document
February 20, 2019 Filed Feb 21, 2019 17:45 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 3,401 $17.30 $58,837.30
Disclosure

SEC source: 0001250988-19-000011 · edgar.xml · nonDerivative · entry 5

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,658

F5 · shares: Shares surrendered to CNO Financial Group, Inc. for exercise price and required tax withholding.

Read SEC document
February 20, 2019 Filed Feb 21, 2019 17:45 UTC CNO Financial Group, Inc. CNO · Entity 576 Exercise / conversionCommon Stock 5,750 $7.51 $43,182.50
Disclosure

SEC source: 0001250988-19-000011 · edgar.xml · nonDerivative · entry 4

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,059

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 19, 2019 Filed Feb 21, 2019 17:45 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantStock Options · Derivative 29,500 $0.00 Strike: $17.48 $0.00
Disclosure

SEC source: 0001250988-19-000011 · edgar.xml · derivative · entry 6

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,500

Underlying: Common Stock · 29,500 shares

Expires 2029-02-19

F7 · derivative.exercise_date: One-half of these options vest on February 19, 2021 and one-half vest on February 19, 2022.

Read SEC document
February 19, 2019 Filed Feb 21, 2019 17:45 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantRestricted Stock Units 12,100 $17.48 $211,508.00
Disclosure

SEC source: 0001250988-19-000011 · edgar.xml · nonDerivative · entry 3

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,309

F3 · security: Restricted stock units convert into common stock on a one-for-one basis.

F4 · security: The restricted stock units vest in three equal annual installments beginning March 25, 2020.

Read SEC document
February 19, 2019 Filed Feb 21, 2019 17:45 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 1,462 $17.48 $25,555.76
Disclosure

SEC source: 0001250988-19-000011 · edgar.xml · nonDerivative · entry 2

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,209

F2 · shares: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on performance share units.

Read SEC document
February 19, 2019 Filed Feb 21, 2019 17:45 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantCommon Stock 4,517 $17.48 $78,957.16
Disclosure

SEC source: 0001250988-19-000011 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,671

F1 · shares: These shares were acquired upon vesting of performance share units for the 2016-2018 performance period, based on the Issuer's average pre-tax operating return on equity over that period.

Read SEC document
September 02, 2018 Filed Sep 4, 2018 12:26 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 277 $21.61 $5,985.97
Disclosure

SEC source: 0001250988-18-000024 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,432

F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock award.

Read SEC document
March 25, 2018 Filed Mar 27, 2018 15:56 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 836 $21.24 $17,756.64
Disclosure

SEC source: 0001250988-18-000004 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,223

F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock awards and units.

F2 · balance_after: Includes 21,522 shares underlying restricted stock units that were previously reported in Table II.

Read SEC document
February 21, 2018 Filed Feb 23, 2018 18:20 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantStock Options · Derivative 20,620 $0.00 Strike: $23.33 $0.00
Disclosure

SEC source: 0001252604-18-000008 · edgar.xml · derivative · entry 4

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,620

Underlying: Common Stock · 20,620 shares

Expires 2028-02-21

F5 · derivative.exercise_date: One-half of these options becomes exercisable on February 21, 2020 and the other one-half becomes exercisable on February 21, 2021.

Read SEC document
February 21, 2018 Filed Feb 23, 2018 18:20 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantRestricted Stock Units · Derivative 8,630 $0.00 $0.00
Disclosure

SEC source: 0001252604-18-000008 · edgar.xml · derivative · entry 3

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,630

Underlying: Common Stock · 8,630 shares

Expires not disclosed

F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 25, 2019.

F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 25, 2019.

Read SEC document
February 21, 2018 Filed Feb 23, 2018 18:20 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 2,144 $23.33 $50,019.52
Disclosure

SEC source: 0001252604-18-000008 · edgar.xml · nonDerivative · entry 2

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,759

F2 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of performance share units.

Read SEC document
February 21, 2018 Filed Feb 23, 2018 18:20 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantCommon Stock 6,963 $23.33 $162,446.79
Disclosure

SEC source: 0001252604-18-000008 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,903

F1 · price: These shares were acquired upon vesting of performance share units for the 2015-2017 performance period, based on the Issuer's average pre-tax operating income and relative total shareholder return over that period.

Read SEC document
September 02, 2017 Filed Sep 5, 2017 13:43 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 306 $22.64 $6,927.84
Disclosure

SEC source: 0001250988-17-000038 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,206

F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock.

Read SEC document
March 25, 2017 Filed Mar 28, 2017 11:53 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 559 $20.20 $11,291.80
Disclosure

SEC source: 0001250988-17-000020 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,141

F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 15:31 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantStock Options · Derivative 35,400 $0.00 Strike: $21.06 $0.00
Disclosure

SEC source: 0001250988-17-000009 · edgar.xml · derivative · entry 3

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,400

Underlying: Common Stock · 35,400 shares

Expires 2027-02-23

F4 · derivative.exercise_date: One-half of these options becomes exercisable on February 23, 2019 and the other one-half becomes exercisable on February 23, 2020.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 15:31 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantRestricted Stock Units · Derivative 16,670 $0.00 $0.00
Disclosure

SEC source: 0001250988-17-000009 · edgar.xml · derivative · entry 2

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,670

Underlying: Common Stock · 16,670 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 25, 2018.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 25, 2018.

Read SEC document
February 23, 2017 Filed Feb 27, 2017 15:31 UTC CNO Financial Group, Inc. CNO · Entity 576 GrantCommon Stock 1,447 Not disclosed Not disclosed
Disclosure

SEC source: 0001250988-17-000009 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,700

F1 · price: These shares were acquired upon vesting of performance share units for the 2014-2016 performance period, based on the Issuer's average pre-tax operating income over that period.

Read SEC document
September 02, 2016 Filed Sep 7, 2016 14:32 UTC CNO Financial Group, Inc. CNO · Entity 576 Tax withholdingCommon Stock 307 $16.15 $4,958.05
Disclosure

SEC source: 0001250988-16-000061 · edgar.xml · nonDerivative · entry 1

Helding Erik M · CIK 0001672583 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,253

F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted 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.