Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNO Financial Group, Inc.CNO · Entity 576 | Chief Human Resources Officer | March 25, 2026 | March 27, 2026 |
| TCF FINANCIAL CORPTCF · Entity 155683 | Chief Human Capital Officer | July 18, 2017 | July 20, 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.
CNO Financial Group, Inc.
Report date March 25, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,013 |
Reported balance
After 2026-03-25 transaction · row 1
1 source rowRow 1 · 2026-03-25 · Tax withholding · Disposed 6,049 · Balance 29,013 F1: Shares were surrendered to the issuer to cover the required tax withholding on vested restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectYvonne K. Franzese Revocable Trust | 78,279 |
Reported balance
Holding disclosure · report date 2026-03-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 78,279 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were surrendered to the issuer to cover the required tax withholding on vested restricted stock units.
TCF FINANCIAL CORP
Report date July 18, 2017 · Filed July 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2017-07-18 transaction · row 1
1 source rowRow 1 · 2017-07-18 · Grant · Acquired 30,000 · Balance 30,000 F1: Restricted stock award pursuant to the Issuer's 2015 Omnibus Incentive Plan (which includes tax withholding rights) in a transaction exempt under Rule 16b-3. F2: Stock grant - price is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award pursuant to the Issuer's 2015 Omnibus Incentive Plan (which includes tax withholding rights) in a transaction exempt under Rule 16b-3.
F2: Stock grant - price is not applicable.
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 20, 2020 Filed Sep 22, 2020 20:53 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 720 | $17.40 | $12,528.00 |
DisclosureSEC source: 0001104659-20-107412 · a4.xml · nonDerivative · entry 1 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,903 F1 · shares: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on restricted stock units. Read SEC document |
| March 25, 2020 Filed Mar 27, 2020 16:29 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 1,230 | $12.88 | $15,842.40 |
DisclosureSEC source: 0001250988-20-000026 · edgar.xml · nonDerivative · entry 1 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,623 F1 · shares: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock units. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 20:04 UTC | CNO Financial Group, Inc. CNO · Entity 576 | PurchaseCommon Stock | 5,000 | $9.54 | $47,700.00 |
DisclosureSEC source: 0001252604-20-000011 · edgar.xml · nonDerivative · entry 2 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Yvonne K. Franzese Revocable Trust Disclosed balance after: 6,776 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:15 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units | 14,800 | $19.39 | $286,972.00 |
DisclosureSEC source: 0001250988-20-000005 · edgar.xml · nonDerivative · entry 1 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,853 F1 · security: Restricted stock units convert into common stock on a one-for-one basis. F2 · security: The restricted stock units vest in three equal annual installments beginning March 25, 2021. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 14:57 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 737 | $15.90 | $11,718.30 |
DisclosureSEC source: 0001252604-19-000004 · edgar.xml · nonDerivative · entry 1 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,053 F1 · shares: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock units. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:01 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 25,300 | $0.00 Strike: $17.48 | $0.00 |
DisclosureSEC source: 0001250988-19-000007 · edgar.xml · derivative · entry 2 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,300 Underlying: Common Stock · 25,300 shares Expires 2029-02-19 F4 · 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 22:01 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units | 10,400 | $17.48 | $181,792.00 |
DisclosureSEC source: 0001250988-19-000007 · edgar.xml · nonDerivative · entry 1 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,790 F1 · security: Restricted stock units convert into common stock on a one-for-one basis. F2 · security: The restricted stock units vest in three equal annual installments beginning March 25, 2020. F3 · balance_after: Includes 7,390 shares underlying restricted stock units that were previously reported in Table II. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 23:19 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 17,680 | $0.00 Strike: $23.33 | $0.00 |
DisclosureSEC source: 0001252604-18-000007 · edgar.xml · derivative · entry 2 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,680 Underlying: Common Stock · 17,680 shares Expires 2028-02-21 F3 · 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 23:19 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units · Derivative | 7,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001252604-18-000007 · edgar.xml · derivative · entry 1 Franzese Yvonne K · CIK 0001709782 · EVP and Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,390 Underlying: Common Stock · 7,390 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 25, 2019. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 25, 2019. Read SEC document |
| July 18, 2017 Filed Jul 20, 2017 16:11 UTC | TCF FINANCIAL CORP TCF · Entity 155683 | GrantCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001519695-17-000060 · edgar.xml · nonDerivative · entry 1 Franzese Yvonne K · CIK 0001709782 · Chief Human Capital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · shares: Restricted stock award pursuant to the Issuer's 2015 Omnibus Incentive Plan (which includes tax withholding rights) in a transaction exempt under Rule 16b-3. F2 · price: Stock grant - price is not applicable. 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.