Comparable stake leader
Gary J. Balzofiore
SEC ownership of INDEPENDENCE HOLDING CO
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000701869.
Disclosed value leader
Gary J. Balzofiore
Comparable rows
0/1
Latest evidence
29 Nov 2021
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Gary J. Balzofiore
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
29 Nov 2021
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000701869
- Issuer location
- Stamford, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of INDEPENDENCE HOLDING CO (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Gary J. Balzofiore
Disclosed value leader
Gary J. Balzofiore
Comparable rows
0/1
Latest evidence
29 Nov 2021
3/4/5
Highest disclosed value: $1,980,864
1 rows are not safely comparable across share classes.
Quick read
Gary J. Balzofiore has the largest disclosed position value at $1.98M.
0 of 1 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Gary J. Balzofiore's linked filing trail.
Disclosed position value
Top 1
Gary J. Balzofiore
$1.98M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-1 of 1 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Gary J. Balzofiore |
3/4/5
SVP - Specialty Health Ops
|
—
class O/S missing
|
$1,980,864
34,752 shares
|
— | 29 Nov 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 01 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-11 of 11 reporting-owner rows connected to INDEPENDENCE HOLDING CO. Open a relationship link for the CIK-to-CIK filing trail.
Rows
11
Largest Forms 3/4/5 holder
Gary J. Balzofiore
Net 12M change
$0
Latest report
15 Feb 2022
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Gary J. Balzofiore | SVP - Specialty Health Ops | $1,980,864 | Mixed | 29 Nov 2021 | ||
| John L. Lahey | Director | Mixed | 15 Feb 2022 | |||
| James G. Tatum | Director | Mixed | 15 Feb 2022 | |||
| Roy T. K. Thung | Chairman and CEO, Director | Mixed | 15 Feb 2022 | |||
| Steven B. Lapin | Director | Mixed | 15 Feb 2022 | |||
| Allan C. Kirkman | Director | Mixed | 15 Feb 2022 | |||
| Larry R. Graber | Director | Mixed | 15 Feb 2022 | |||
| Teresa A. Herbert | President, Director | Mixed | 15 Feb 2022 | |||
| Maggi Colleen P. | Corp. VP and CFO | Mixed | 15 Feb 2022 | |||
| Ph.D Ronald I. Simon | Director | Mixed | 15 Feb 2022 | |||
| Vincent J. Furfaro | SVP StrategicCorp. Dev. & CISO, Director | Mixed | 15 Feb 2022 |
Recent insider transactions for INDEPENDENCE HOLDING CO
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.