Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNO Financial Group, Inc.CNO · Entity 576 | General Counsel | 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 | 300,456 |
Reported balance
After 2026-03-25 transaction · row 1
1 source rowRow 1 · 2026-03-25 · Tax withholding · Disposed 7,481 · Balance 300,456 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 19, 2019 Filed Feb 21, 2019 17:55 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 21,295 | $17.48 | $372,236.60 |
DisclosureSEC source: 0001250988-19-000014 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,875 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 |
| November 05, 2018 Filed Nov 7, 2018 13:20 UTC | CNO Financial Group, Inc. CNO · Entity 576 | SaleCommon Stock | 17,417 | $18.46 | $321,517.82 |
DisclosureSEC source: 0001250988-18-000029 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,580 Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 17:46 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 17,592 | $21.22 | $373,302.24 |
DisclosureSEC source: 0001250988-18-000025 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,997 F1 · shares: Award of restricted stock units under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. F2 · shares: Restricted stock units convert into common stock on a one-for-one basis. F3 · price: The restricted stock units vest in three equal annual installments beginning September 28, 2019. Read SEC document |
| March 25, 2018 Filed Mar 27, 2018 15:58 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 1,441 | $21.24 | $30,606.84 |
DisclosureSEC source: 0001250988-18-000005 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,405 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 24,485 shares underlying restricted stock units that were previously reported in Table II. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 18:25 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 23,570 | $0.00 Strike: $23.33 | $0.00 |
DisclosureSEC source: 0001252604-18-000012 · edgar.xml · derivative · entry 5 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,570 Underlying: Common Stock · 23,570 shares Expires 2028-02-21 F6 · 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 18:25 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units · Derivative | 8,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001252604-18-000012 · edgar.xml · derivative · entry 4 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,210 Underlying: Common Stock · 8,210 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: The restricted stock units vest on March 25, 2021. F5 · derivative.expiration_date: The restricted stock units vest on March 25, 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 18:25 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units · Derivative | 9,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001252604-18-000012 · edgar.xml · derivative · entry 3 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,860 Underlying: Common Stock · 9,860 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 18:25 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 7,145 | $23.33 | $166,692.85 |
DisclosureSEC source: 0001252604-18-000012 · edgar.xml · nonDerivative · entry 2 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,056 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 18:25 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 24,562 | $23.33 | $573,031.46 |
DisclosureSEC source: 0001252604-18-000012 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,201 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 shareholder return over that period. Read SEC document |
| March 25, 2017 Filed Mar 28, 2017 11:57 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 619 | $20.20 | $12,503.80 |
DisclosureSEC source: 0001250988-17-000022 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,639 F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 15:42 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 30,970 | $0.00 Strike: $21.06 | $0.00 |
DisclosureSEC source: 0001250988-17-000014 · edgar.xml · derivative · entry 3 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 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 15:42 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units · Derivative | 9,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001250988-17-000014 · edgar.xml · derivative · entry 2 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 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 15:42 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 4,403 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001250988-17-000014 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,258 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 |
| March 25, 2016 Filed Feb 3, 2017 13:14 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 1,455 | $18.06 | $26,277.30 |
DisclosureSEC source: 0001250988-17-000005 · edgar.xml · nonDerivative · entry 1 Zimpfer Matthew J. · CIK 0001438233 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,855 F1 · price: Shares were surrendered to CNO Financial Group, Inc. to cover required tax withholding on vesting of restricted stock. 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.