BALZOFIORE GARY (SVP Specialty Health Ops) exercised options at INDEPENDENCE HOLDING CO
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 12/1/2021ACC: 0001104659-21-145491
Officer· SVP Specialty Health Ops
Since Jan 2019
-5.62K
Net shares
Net seller
$317.5K
Total sold
0
Open market trades
0B · 0S
3
Total transactions
10K acquired · 15.62K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+10K
Price / share
$19.95
Trade value
$199.50K
% of position
32.9%
11/29/2021
30.37K→40.37K
Common Stock
Direct
Shares
−5.62K
Price / share
$56.50
Trade value
$317.53K
% of position
13.9%
11/29/2021
40.37K→34.75K
Total
Net shares
+4.38K
Net value
-$118.03K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 11/29/2021 | M · Option Exercise | +10K | $19.95 | $199.50K | 32.9% | 30.37K | 40.37K |
| Common Stock Direct | 11/29/2021 | F · Tax Withholding | −5.62K | $56.50 | $317.53K | 13.9% | 40.37K | 34.75K |
| Total | +4.38K | -$118.03K | ||||||
Derivative Transactions1
Employee Stock Option (Right to Buy)
Direct
Converts to
Common Stock
10K shares
Shares
−10K
Strike price
19.95
Held after
0.00
Exercisable
—
11/29/2021
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Employee Stock Option (Right to Buy) Direct | Common Stock10K shares | 11/29/2021 | M · Option Exercise | −10K | 19.95 | — | 0.00 |