Key facts
- This page summarizes Gary J. Balzofiore's Form 4 filing for INDEPENDENCE HOLDING CO.
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 01 Dec 2021, 15:54.
Gary J. Balzofiore - 29 Nov 2021 Form 4 Insider Report for INDEPENDENCE HOLDING CO
- Reporting relationship
- SVP - Specialty Health Ops
- Issuer ticker
- N/A
- Reported as of
- 29 Nov 2021
- Net transaction value
- -$118,030
- Reporting owner signature
- /s/Gary J. Balzofiore
Source evidence
Original filing metadata and source links for verification.
3 source fields
Reporting owner
1 detail
Key filing fact
Gary J. Balzofiore filed Form 4 for INDEPENDENCE HOLDING CO on 01 Dec 2021.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: -$118,030.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
IHC
transaction
Common Stock
Options Exercise
- Transaction value
- $199,500
- Shares
- +10,000
- Change %
- +33%
- Price
- $19.95
- Shares after
- 40,372
- Date
- 29 Nov 2021
- Ownership
- Direct
IHC
transaction
Common Stock
Tax liability
- Transaction value
- $317,530
- Shares
- -5,620
- Change %
- -14%
- Price
- $56.50
- Shares after
- 34,752
- Date
- 29 Nov 2021
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
IHC
transaction
Derivative
Employee Stock Option (Right to Buy)
Options Exercise
- Transaction value
- $0
- Shares
- -10,000
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 29 Nov 2021
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 10,000
- Exercise price
- $19.95
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Represents a "net exercise"of stock option. The reporting person received 4,380 shares of common stock on net exercise option to purchase 10,000 shares of common stock. The Comapny withheld 5,620 shares of common stock underlying the option for payment of the exercise price and applicable taxes, based on the closing stock price on November 29, 2021 of $56.50.
Footnote F2
Fully vested as of the date hereof.