Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNO Financial Group, Inc.CNO · Entity 576 | Chief Investment Officer | March 25, 2026 | March 27, 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.
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 | 693,188 |
Reported balance
After 2026-03-25 transaction · row 1
1 source rowRow 1 · 2026-03-25 · Tax withholding · Disposed 7,081 · Balance 693,188 F1: Shares were surrendered to the issuer to cover the required tax withholding on vested restricted stock units. |
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.
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 |
|---|---|---|---|---|---|---|
| February 18, 2020 Filed Feb 20, 2020 16:22 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units | 19,700 | $19.39 | $381,983.00 |
DisclosureSEC source: 0001250988-20-000008 · edgar.xml · nonDerivative · entry 3 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,749 F3 · security: Restricted stock units convert into common stock on a one-for-one basis. F4 · security: The restricted stock units vest in three equal annual installments beginning March 25, 2021. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 16:22 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 5,737 | $19.39 | $111,240.43 |
DisclosureSEC source: 0001250988-20-000008 · edgar.xml · nonDerivative · entry 2 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,049 F2 · shares: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on performance share units. Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 16:22 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 19,001 | $19.39 | $368,429.39 |
DisclosureSEC source: 0001250988-20-000008 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,786 F1 · shares: These shares were acquired upon vesting of performance share units for the 2017-2019 performance period, based on the Issuer's average pre-tax operating return on equity over that period. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 11:12 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 2,725 | $15.90 | $43,327.50 |
DisclosureSEC source: 0001252604-19-000008 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,785 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 17:27 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 33,800 | $0.00 Strike: $17.48 | $0.00 |
DisclosureSEC source: 0001250988-19-000008 · edgar.xml · derivative · entry 4 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,800 Underlying: Common Stock · 33,800 shares Expires 2029-02-19 F5 · 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 17:27 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units | 13,800 | $17.48 | $241,224.00 |
DisclosureSEC source: 0001250988-19-000008 · edgar.xml · nonDerivative · entry 3 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,510 F3 · security: Restricted stock units convert into common stock on a one-for-one basis. F4 · security: The restricted stock units vest in three equal annual installments beginning March 25, 2020. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 17:27 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 6,259 | $17.48 | $109,407.32 |
DisclosureSEC source: 0001250988-19-000008 · edgar.xml · nonDerivative · entry 2 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,710 F2 · shares: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on performance share units. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 17:27 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 18,633 | $17.48 | $325,704.84 |
DisclosureSEC source: 0001250988-19-000008 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,969 F1 · shares: These shares were acquired upon vesting of performance share units for the 2016-2018 performance period, based on the Issuer's average pre-tax operating return on equity over that period. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 13:53 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantEmployee Stock Option (right to buy) · Derivative | 69,300 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001250988-19-000003 · edgar.xml · derivative · entry 3 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2019-02-28 F2 · derivative.exercise_date: One-half of these options vested on February 28, 2014 and one-half vested on February 28, 2015. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 13:53 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 41,753 | $17.31 | $722,744.43 |
DisclosureSEC source: 0001250988-19-000003 · edgar.xml · nonDerivative · entry 2 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,336 F1 · price: Shares surrendered to CNO Financial Group, Inc. for exercise price and required tax withholding. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 13:53 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Exercise / conversionCommon Stock | 69,300 | $7.51 | $520,443.00 |
DisclosureSEC source: 0001250988-19-000003 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 452,089 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 25, 2018 Filed Mar 27, 2018 15:54 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 1,466 | $21.24 | $31,137.84 |
DisclosureSEC source: 0001250988-18-000003 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,789 F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock units. F2 · balance_after: Includes 15,045 shares underlying restricted stock units that were previously reported in Table II. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 18:22 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 20,620 | $0.00 Strike: $23.33 | $0.00 |
DisclosureSEC source: 0001252604-18-000009 · edgar.xml · derivative · entry 4 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,620 Underlying: Common Stock · 20,620 shares Expires 2028-02-21 F5 · 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 18:22 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units · Derivative | 8,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001252604-18-000009 · edgar.xml · derivative · entry 3 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,630 Underlying: Common Stock · 8,630 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 25, 2019. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 25, 2019. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 18:22 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 10,894 | $23.33 | $254,157.02 |
DisclosureSEC source: 0001252604-18-000009 · edgar.xml · nonDerivative · entry 2 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,905 F2 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of performance share units. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 18:22 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 24,562 | $23.33 | $573,031.46 |
DisclosureSEC source: 0001252604-18-000009 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,799 F1 · price: These shares were acquired upon vesting of performance share units for the 2015-2017 performance period, based on the Issuer's average pre-tax operating income and relative total share return over that period. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 18:58 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantEmployee Stock Option (right to buy) · Derivative | 83,100 | $0.00 Strike: $7.38 | $0.00 |
DisclosureSEC source: 0001252604-18-000002 · edgar.xml · derivative · entry 3 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2018-03-08 F1 · derivative.exercise_date: One-half of these options vested on March 8, 2013 and the other one-half vested on March 8, 2014. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 18:58 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 45,242 | $23.15 | $1,047,352.30 |
DisclosureSEC source: 0001252604-18-000002 · edgar.xml · nonDerivative · entry 2 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,237 F2 · price: Shares surrendered to CNO Financial Group, Inc. for exercise price and required tax withholding. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 18:58 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Exercise / conversionCommon Stock | 83,100 | $7.38 | $613,278.00 |
DisclosureSEC source: 0001252604-18-000002 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,479 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 23, 2017 Filed Feb 27, 2017 15:33 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 30,970 | $0.00 Strike: $21.06 | $0.00 |
DisclosureSEC source: 0001250988-17-000010 · edgar.xml · derivative · entry 3 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,970 Underlying: Common Stock · 30,970 shares Expires 2027-02-23 F4 · derivative.exercise_date: One-half of these options becomes exercisable on February 23, 2019 and the other one-half becomes exercisable on February 23, 2020. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 15:33 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units · Derivative | 9,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001250988-17-000010 · edgar.xml · derivative · entry 2 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,720 Underlying: Common Stock · 9,720 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 25, 2018. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 25, 2018. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 15:33 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 4,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250988-17-000010 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 314,379 F1 · price: These shares were acquired upon vesting of performance share units for the 2014-2016 performance period, based on the Issuer's average pre-tax operating income over that period. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 09:15 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Exercise / conversionStock Options · Derivative | 70,000 | $0.00 Strike: $6.45 | $0.00 |
DisclosureSEC source: 0001252604-17-000002 · edgar.xml · derivative · entry 3 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 70,000 shares Expires 2017-03-18 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. F1 · derivative.exercise_date: One-half of these options vested on March 18, 2012 and the other one-half vested on March 18, 2013. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 09:15 UTC | CNO Financial Group, Inc. CNO · Entity 576 | SaleCommon stock | 37,801 | $20.78 | $785,504.78 |
DisclosureSEC source: 0001252604-17-000002 · edgar.xml · nonDerivative · entry 2 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,222 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 09:15 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Exercise / conversionCommon stock | 70,000 | $6.45 | $451,500.00 |
DisclosureSEC source: 0001252604-17-000002 · edgar.xml · nonDerivative · entry 1 JOHNSON ERIC R · CIK 0001263874 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,023 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.