Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBE LIFE INC.TMK · Entity 3408 | VP & Dir. of Human Resources | July 28, 2017 | August 01, 2017 |
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 July 28, 2017 · Filed August 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,066 |
Ending reported balance
After 2017-07-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-07-28 · Exercise / conversion · Acquired 16,875 · Balance 17,941 Row 2 · 2017-07-28 · Sale · Disposed 16,875 · Balance 1,066 F1: sales at prices ranging from $78.20 per share to $78.75 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.59 · Expires 2018-04-28 | Direct | 0 |
Reported balance
After 2017-07-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-07-28 · Exercise / conversion · Disposed 16,875 · Balance 0 F4: Previously reported as option for 7,500 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. |
| Common StockSEC Table I · non-derivative | IndirectThrift Plan Trust | 2,373 |
Reported balance
Holding disclosure · report date 2017-07-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,373 F3: Shares in unitized fund in employee benefit plan - estimated conversion of $ balance to shares using $78.97 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: sales at prices ranging from $78.20 per share to $78.75 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: Shares in unitized fund in employee benefit plan - estimated conversion of $ balance to shares using $78.97 per share.
F4: Previously reported as option for 7,500 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.
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 |
|---|---|---|---|---|---|---|
| July 28, 2017 Filed Aug 1, 2017 23:39 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 16,875 | $0.00 Strike: $29.59 | $0.00 |
DisclosureSEC source: 0001183084-17-000139 · edgar.xml · derivative · entry 4 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,875 shares Expires 2018-04-28 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. F4 · derivative.exercise_price: Previously reported as option for 7,500 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. F4 · shares: Previously reported as option for 7,500 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 |
| July 28, 2017 Filed Aug 1, 2017 23:39 UTC | GLOBE LIFE INC. TMK · Entity 3408 | SaleCommon Stock | 16,875 | $78.45 | $1,323,924.75 |
DisclosureSEC source: 0001183084-17-000139 · edgar.xml · nonDerivative · entry 2 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066 F1 · price: sales at prices ranging from $78.20 per share to $78.75 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. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 23:39 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 16,875 | $29.59 | $499,351.50 |
DisclosureSEC source: 0001183084-17-000139 · edgar.xml · nonDerivative · entry 1 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,941 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 21, 2017 Filed Feb 23, 2017 19:52 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $77.26 | $0.00 |
DisclosureSEC source: 0001183084-17-000073 · edgar.xml · derivative · entry 3 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,000 shares Expires 2024-02-21 F2 · 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 |
| February 21, 2017 Filed Feb 23, 2017 19:52 UTC | GLOBE LIFE INC. TMK · Entity 3408 | GrantCommon Stock | 1,066 | $0.00 | $0.00 |
DisclosureSEC source: 0001183084-17-000073 · edgar.xml · nonDerivative · entry 1 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066 Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 21:43 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,375 | $0.00 Strike: $20.58 | $0.00 |
DisclosureSEC source: 0001183084-16-000448 · edgar.xml · derivative · entry 4 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,375 shares Expires 2017-02-25 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. F4 · derivative.exercise_price: Previously reported as option for 5,500 shares at an exercise price of $46.31 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. F4 · shares: Previously reported as option for 5,500 shares at an exercise price of $46.31 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. F4 · derivative.underlying_shares: Previously reported as option for 5,500 shares at an exercise price of $46.31 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. F4 · balance_after: Previously reported as option for 5,500 shares at an exercise price of $46.31 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 |
| November 10, 2016 Filed Nov 10, 2016 21:43 UTC | GLOBE LIFE INC. TMK · Entity 3408 | SaleCommon Stock | 5,375 | $68.95 | $370,603.56 |
DisclosureSEC source: 0001183084-16-000448 · edgar.xml · nonDerivative · entry 2 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: sales at prices ranging from $68.73 per share to $69.16 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 10, 2016 Filed Nov 10, 2016 21:43 UTC | GLOBE LIFE INC. TMK · Entity 3408 | Exercise / conversionCommon Stock | 5,375 | $20.58 | $110,629.86 |
DisclosureSEC source: 0001183084-16-000448 · edgar.xml · nonDerivative · entry 1 BOWIE ARVELIA · CIK 0001384421 · VP & Dir. of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,375 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.