Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | Chairman & Rep. Director, ALIJ | May 05, 2026 | May 07, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFG · Entity 2860 | Director | July 24, 2026 | July 28, 2026 |
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 May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,737 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Sale · Disposed 6,500 · Balance 50,737 F1: The price is the weighted average sale price of the aggregate number of shares that were sold. These shares were sold in multiple transactions at prices ranging from $113.43 to $113.49. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 1,327 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,327 |
Filing footnotes · ownership attribution and instrument terms
F1: The price is the weighted average sale price of the aggregate number of shares that were sold. These shares were sold in multiple transactions at prices ranging from $113.43 to $113.49. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,205 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 305 · Balance 1,205 F1: The Reporting Person acquired the shares under the Issuer's stock compensation plans on July 24, 2026. The Reporting Person did not make any out-of-pocket cash payment for the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person acquired the shares under the Issuer's stock compensation plans on July 24, 2026. The Reporting Person did not make any out-of-pocket cash payment for the shares.
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 04, 2018 Filed Sep 5, 2018 21:54 UTC | AFLAC INC AFL · Entity 28 | GrantDividend Equivalent Rights · Derivative | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000131 · edgardoc.xml · derivative · entry 1 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94 Underlying: Common Stock · 94 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 |
| August 08, 2018 Filed Aug 9, 2018 20:03 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 368 | $46.87 | $17,248.16 |
DisclosureSEC source: 0000004977-18-000117 · edgardoc.xml · nonDerivative · entry 1 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,424 F1 · security: On March 19, 2018, Aflac Incorporated effected a 2-for-1 stock split. The number of shares and share prices reported throughout this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:40 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 336 | $86.07 | $28,919.52 |
DisclosureSEC source: 0000004977-18-000032 · edgardoc.xml · nonDerivative · entry 2 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,666 Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:40 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 7,648 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000032 · edgardoc.xml · nonDerivative · entry 1 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,002 Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 20:26 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.81 | $0.00 |
DisclosureSEC source: 0000004977-17-000203 · edgardoc.xml · derivative · entry 4 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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 |
| December 07, 2017 Filed Dec 8, 2017 20:26 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 10,000 | $87.57 | $875,713.00 |
DisclosureSEC source: 0000004977-17-000203 · edgardoc.xml · nonDerivative · entry 2 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,354 Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 20:26 UTC | AFLAC INC AFL · Entity 28 | Exercise / conversionCommon Stock | 10,000 | $61.81 | $618,100.00 |
DisclosureSEC source: 0000004977-17-000203 · edgardoc.xml · nonDerivative · entry 1 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,354 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 |
| August 08, 2017 Filed Aug 10, 2017 20:24 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 12,310 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000166 · edgardoc.xml · nonDerivative · entry 1 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,224 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 20:23 UTC | AFLAC INC AFL · Entity 28 | SaleCommon Stock | 8,693 | $70.85 | $615,884.27 |
DisclosureSEC source: 0000004977-17-000057 · edgardoc.xml · nonDerivative · entry 1 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,756 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 19:23 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 748 | $71.04 | $53,137.92 |
DisclosureSEC source: 0000004977-17-000039 · edgardoc.xml · nonDerivative · entry 2 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,449 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 19:23 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 9,441 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000039 · edgardoc.xml · nonDerivative · entry 1 LAKE CHARLES D II · CIK 0001144994 · President -Aflac International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,197 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.