Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | EVP, Treas Head of CorpFin&Dev | March 14, 2017 | March 15, 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.
AFLAC INC
Report date March 14, 2017 · Filed March 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,317 |
Ending reported balance
After 2017-03-15 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2017-03-03 · Gift · Disposed 7,000 · Balance 123,317 Row 2 · 2017-03-14 · Exercise / conversion · Acquired 3,570 · Balance 126,887 Row 3 · 2017-03-14 · Sale · Disposed 3,570 · Balance 123,317 Row 4 · 2017-03-15 · Exercise / conversion · Acquired 6,430 · Balance 129,747 Row 5 · 2017-03-15 · Sale · Disposed 6,430 · Balance 123,317 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.81 · Expires 2018-02-12 | Direct | 6,430 |
Reported balance
After 2017-03-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-03-14 · Exercise / conversion · Disposed 3,570 · Balance 6,430 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.81 · Expires 2018-02-12 | Direct | 0 |
Reported balance
After 2017-03-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-03-15 · Exercise / conversion · Disposed 6,430 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectCustodian/Children | 5,298 |
Reported balance
Holding disclosure · report date 2017-03-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,298 |
| Common StockSEC Table I · non-derivative | IndirectTrust | 15,000 |
Reported balance
Holding disclosure · report date 2017-03-14 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 15,000 |
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 |
|---|---|---|---|---|---|---|
| March 15, 2017 Filed Mar 15, 2017 20:34 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,430 | $0.00 Strike: $61.81 | $0.00 |
DisclosureSEC source: 0000004977-17-000078 · edgardoc.xml · derivative · entry 9 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,430 shares Expires 2018-02-12 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 15, 2017 Filed Mar 15, 2017 20:34 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 6,430 | $71.95 | $462,638.50 |
DisclosureSEC source: 0000004977-17-000078 · edgardoc.xml · nonDerivative · entry 5 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,317 Read SEC document |
| March 15, 2017 Filed Mar 15, 2017 20:34 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 6,430 | $61.81 | $397,438.30 |
DisclosureSEC source: 0000004977-17-000078 · edgardoc.xml · nonDerivative · entry 4 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,747 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 14, 2017 Filed Mar 15, 2017 20:34 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,570 | $0.00 Strike: $61.81 | $0.00 |
DisclosureSEC source: 0000004977-17-000078 · edgardoc.xml · derivative · entry 8 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,430 Underlying: Common Stock · 3,570 shares Expires 2018-02-12 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 14, 2017 Filed Mar 15, 2017 20:34 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 3,570 | $71.95 | $256,861.50 |
DisclosureSEC source: 0000004977-17-000078 · edgardoc.xml · nonDerivative · entry 3 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,317 Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:34 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 3,570 | $61.81 | $220,661.70 |
DisclosureSEC source: 0000004977-17-000078 · edgardoc.xml · nonDerivative · entry 2 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,887 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 03, 2017 Filed Mar 15, 2017 20:34 UTC | AFLAC INC AFL · Entity 28 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000078 · edgardoc.xml · nonDerivative · entry 1 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,317 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 19:54 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 8,344 | $71.04 | $592,757.76 |
DisclosureSEC source: 0000004977-17-000044 · edgardoc.xml · nonDerivative · entry 2 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,316 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 19:54 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 21,579 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000044 · edgardoc.xml · nonDerivative · entry 1 JANKE KENNETH S JR · CIK 0001075293 · EVP, Treas Head of CorpFin&Dev 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,660 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.