Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNO Financial Group, Inc.CNO · Entity 576 | President, Worksite Division | August 31, 2026 | September 02, 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 August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,450 |
Ending reported balance
After 2026-09-02 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2026-08-31 · Sale · Disposed 1,874 · Balance 44,250 F1: Shares sold pursuant to a Rule 10b5-1 trading plan adopted on May 11, 2026. F2: Reflects the weighted average sale price. For each of these two transactions, shares were sold at prices ranging from $54.855 per share to $55.36 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer. Row 2 · 2026-08-31 · Exercise / conversion · Acquired 7,500 · Balance 51,750 Row 3 · 2026-08-31 · Sale · Disposed 7,500 · Balance 44,250 F1: Shares sold pursuant to a Rule 10b5-1 trading plan adopted on May 11, 2026. F2: Reflects the weighted average sale price. For each of these two transactions, shares were sold at prices ranging from $54.855 per share to $55.36 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer. Row 4 · 2026-09-01 · Sale · Disposed 1,836 · Balance 42,414 F1: Shares sold pursuant to a Rule 10b5-1 trading plan adopted on May 11, 2026. F3: Reflects the weighted average sale price. Shares were sold at prices ranging from $54.415 per share to $55.12 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer. Row 5 · 2026-09-01 · Exercise / conversion · Acquired 7,500 · Balance 49,914 Row 6 · 2026-09-01 · Sale · Disposed 7,500 · Balance 42,414 F1: Shares sold pursuant to a Rule 10b5-1 trading plan adopted on May 11, 2026. F4: Reflects the weighted average sale price. Shares were sold at prices ranging from $54.415 per share to $55.13 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer. Row 7 · 2026-09-02 · Sale · Disposed 5,964 · Balance 36,450 F1: Shares sold pursuant to a Rule 10b5-1 trading plan adopted on May 11, 2026. F5: Reflects the weighted average sale price. Shares were sold at prices ranging from $54.56 per share to $55.48 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.83 · Expires 2029-09-30 | Direct | 41,930 |
Reported balance
After 2026-08-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-08-31 · Exercise / conversion · Disposed 7,500 · Balance 41,930 F6: One-half of the stock options vested and became exercisable on September 30, 2021, and one-half vested and became exercisable on September 30, 2022. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.83 · Expires 2029-09-30 | Direct | 34,430 |
Reported balance
After 2026-09-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-01 · Exercise / conversion · Disposed 7,500 · Balance 34,430 F6: One-half of the stock options vested and became exercisable on September 30, 2021, and one-half vested and became exercisable on September 30, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a Rule 10b5-1 trading plan adopted on May 11, 2026.
F2: Reflects the weighted average sale price. For each of these two transactions, shares were sold at prices ranging from $54.855 per share to $55.36 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer.
F3: Reflects the weighted average sale price. Shares were sold at prices ranging from $54.415 per share to $55.12 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer.
F4: Reflects the weighted average sale price. Shares were sold at prices ranging from $54.415 per share to $55.13 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer.
F5: Reflects the weighted average sale price. Shares were sold at prices ranging from $54.56 per share to $55.48 per share. Reporting person will provide full information regarding the number of shares sold at each separate price upon request by the SEC staff, the issuer or any security holder of the issuer.
F6: One-half of the stock options vested and became exercisable on September 30, 2021, and one-half vested and became exercisable on September 30, 2022.
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 30, 2021 Filed Oct 4, 2021 20:28 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 2,271 | $23.54 | $53,459.34 |
DisclosureSEC source: 0001757201-21-000091 · edgar.xml · nonDerivative · entry 1 DeToro Karen · CIK 0001789577 · Chief Actuary & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,164 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 25, 2021 Filed Mar 29, 2021 22:43 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 977 | $24.78 | $24,210.06 |
DisclosureSEC source: 0001757201-21-000044 · edgar.xml · nonDerivative · entry 1 DeToro Karen · CIK 0001789577 · Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,435 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 16, 2021 Filed Feb 19, 2021 02:36 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units | 8,400 | $22.97 | $192,948.00 |
DisclosureSEC source: 0001757201-21-000014 · edgar.xml · nonDerivative · entry 1 DeToro Karen · CIK 0001789577 · Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,412 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, 2022. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 20:06 UTC | CNO Financial Group, Inc. CNO · Entity 576 | Tax withholdingCommon Stock | 2,268 | $16.04 | $36,378.72 |
DisclosureSEC source: 0001757201-20-000007 · edgar.xml · nonDerivative · entry 1 DeToro Karen · CIK 0001789577 · Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,012 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 18, 2020 Filed Feb 20, 2020 21:14 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantRestricted Stock Units | 9,800 | $19.39 | $190,022.00 |
DisclosureSEC source: 0001250988-20-000004 · edgar.xml · nonDerivative · entry 1 DeToro Karen · CIK 0001789577 · Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,280 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 |
| September 30, 2019 Filed Oct 2, 2019 18:47 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantStock Options · Derivative | 59,430 | $0.00 Strike: $15.83 | $0.00 |
DisclosureSEC source: 0001757201-19-000004 · edgar.xml · derivative · entry 2 DeToro Karen · CIK 0001789577 · Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,430 Underlying: Common Stock · 59,430 shares Expires 2029-09-30 F3 · derivative.exercise_date: One-half of these options becomes exercisable on September 30, 2021 and the other one-half becomes exercisable on September 30, 2022. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 18:47 UTC | CNO Financial Group, Inc. CNO · Entity 576 | GrantCommon Stock | 23,480 | $15.83 | $371,688.40 |
DisclosureSEC source: 0001757201-19-000004 · edgar.xml · nonDerivative · entry 1 DeToro Karen · CIK 0001789577 · Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,480 F1 · shares: Award of restricted stock units, which convert into common stock on a one-for-one basis. F2 · shares: The restricted stock units vest in three equal annual installments beginning September 30, 2019. 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.