Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFLAC INCAFL · Entity 28 | Sr. EVP, CFO | February 13, 2026 | February 17, 2026 |
| TRUPANION, INC.TRUP · Entity 4822 | Director | May 11, 2026 | May 14, 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 February 13, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSpouse | 383 |
Reported balance
After 2026-02-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-13 · Tax withholding · Disposed 12 · Balance 383 |
| Common StockSEC Table I · non-derivative | Direct | 147,376 |
Reported balance
Holding disclosure · report date 2026-02-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 147,376 |
TRUPANION, INC.
Report date May 11, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 6,375 |
Reported balance
After 2026-05-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 6,375 · Balance 6,375 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On May 11, 2026 the reporting person was granted 6,375 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2026, November 22, 2026, February 22, 2027, and May 22, 2027, subject to continued service through each vest date. Mr. Broden will not stand for reelection as a Director at the 2026 Annual Meeting of Stockholders (2026 Annual Meeting). Pursuant to the terms of the Non-Employee Director Compensation Program, Mr. Broden will vest in 1/4 of the shares immediately prior to the 2026 Annual Meeting, provided he continues in service through such date, and the remaining shares will be forfeited. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On May 11, 2026 the reporting person was granted 6,375 restricted stock units (RSUs). The RSUs vest and convert into common stock of the Issuer as to 1/4th of the total shares on each of August 22, 2026, November 22, 2026, February 22, 2027, and May 22, 2027, subject to continued service through each vest date. Mr. Broden will not stand for reelection as a Director at the 2026 Annual Meeting of Stockholders (2026 Annual Meeting). Pursuant to the terms of the Non-Employee Director Compensation Program, Mr. Broden will vest in 1/4 of the shares immediately prior to the 2026 Annual Meeting, provided he continues in service through such date, and the remaining shares will be forfeited. The reporting person has made a deferred settlement election pursuant to which the award will not settle until 60 days after the reporting person's death, disability or separation from service, or immediately upon a change of control.
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 21:56 UTC | AFLAC INC AFL · Entity 28 | GrantDividend Equivalent Rights · Derivative | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-18-000136 · edgardoc.xml · derivative · entry 1 Broden Max · CIK 0001703138 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15 Underlying: Common Stock · 15 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 |
| June 26, 2018 Filed Jun 29, 2018 20:55 UTC | AFLAC INC AFL · Entity 28 | Tax withholdingCommon Stock | 414 | $44.00 | $18,216.00 |
DisclosureSEC source: 0000004977-18-000103 · edgardoc.xml · nonDerivative · entry 1 Broden Max · CIK 0001703138 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,683 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 |
| June 26, 2017 Filed Jun 28, 2017 17:26 UTC | AFLAC INC AFL · Entity 28 | GrantEmployee Stock Option (right to buy) · Derivative | 2,334 | $0.00 Strike: $77.51 | $0.00 |
DisclosureSEC source: 0000004977-17-000145 · edgardoc.xml · derivative · entry 2 Broden Max · CIK 0001703138 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,334 Underlying: Common Stock · 2,334 shares Expires 2027-06-26 F1 · derivative.exercise_date: The option vests 778 shares on 06/26/2018; 778 shares on 06/26/2019; and 778 shares on 06/26/2020. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 17:26 UTC | AFLAC INC AFL · Entity 28 | GrantCommon Stock | 2,004 | $0.00 | $0.00 |
DisclosureSEC source: 0000004977-17-000145 · edgardoc.xml · nonDerivative · entry 1 Broden Max · CIK 0001703138 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,004 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.