
| Trade Date | Filed | Owner | Role | Type | Shares | Price | Value | Owned After | ||
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 2026-05-01 | Ahmed Elizabeth Claire | EVP, People & Communications | Sale | 12.0K | $80.14 | $962K | 42.6K | View ↗ | |
| 2025-05-07 | 2025-05-12 | Ahmed Elizabeth Claire | EVP, People & Communications | Sale | 10.0K | $80.00 | $800K | 51.2K | View ↗ |
| Date | Member | Chamber | Type | Amount |
|---|---|---|---|---|
| 2025-10-31 | Lisa McClain(R-MI09) | house | Sale | $1,001 - $15,000 |
| 2025-10-30 | Lisa McClain(R-MI09) | house | Purchase | $1,001 - $15,000 |
| 2025-10-30 | Lisa McClain(R-MI09) | house | Sale | $1,001 - $15,000 |
| 2025-08-04 | Lisa McClain(R-MI09) | house | Purchase | $1,001 - $15,000 |
| 2025-06-17 | Lisa McClain(R-MI09) | house | Sale | $1,001 - $15,000 |
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Premium Income | $10.83B+3.2% | $10.50B+4.5% | $10.05B+4.5% | $9.62B+1.5% | $9.47B |
| Net Investment Income | $2.03B-4.6% | $2.13B+1.6% | $2.10B-1.2% | $2.12B-4.1% | $2.21B |
| Net Investment Loss | -$106.6M-208.1% | -$34.6M+3.9% | -$36.0M-129.3% | -$15.7M | — |
| Other Income | $318.4M+8.1% | $294.5M+5.5% | $279.2M+6.9% | $261.1M+7.5% | $242.9M |
| Total Revenue | $13.08B+1.5% | $12.89B+4.0% | $12.39B+3.4% | $11.98B-0.2% | $12.01B |
| Policy Benefits | $7.63B+2.0% | $7.48B+2.3% | $7.31B-3.1% | $7.54B-7.0% | $8.11B |
| Policy Benefits - Remeasurement Loss (Gain) | -$439.1M-178.1% | $562.3M+926.1% | $54.8M | — | — |
| Commissions | $1.36B+7.7% | $1.26B+7.6% | $1.17B+7.7% | $1.09B+4.7% | $1.04B |
| Interest and Debt Expense | $208.8M+3.8% | $201.1M+3.2% | $194.8M+3.3% | $188.5M+1.9% | $185.0M |
| Deferral of Acquisition Costs | -$697.1M-7.0% | -$651.5M-3.1% | -$632.2M-13.5% | -$556.9M-6.4% | -$523.2M |
| Amortization of Deferred Acquisition Costs | $527.1M+1.2% | $521.0M+8.2% | $481.4M+14.3% | $421.1M-6.9% | $452.1M |
| Compensation Expense | $1.18B+1.5% | $1.17B+0.3% | $1.16B+6.7% | $1.09B+11.7% | $975.2M |
| Other Expenses | $1.50B+22.6% | $1.22B+10.0% | $1.11B+10.5% | $1.01B+0.7% | $999.3M |
| Total Benefits and Expenses | $12.14B+14.2% | $10.64B-1.0% | $10.75B+5.0% | $10.23B-4.8% | $10.75B |
| Income Before Income Tax | $933.5M-58.5% | $2.25B+37.3% | $1.64B-6.3% | $1.75B+38.8% | $1.26B |
| Current | $71.7M-83.4% | $432.1M-4.4% | $452.0M-4.5% | $473.5M+122.5% | $212.8M |
| Income Tax - Deferred | $123.3M+207.5% | $40.1M+141.9% | -$95.7M+26.8% | -$130.7M-295.7% | $66.8M |
| Total Income Tax | $195.0M-58.7% | $472.2M+32.5% | $356.3M+3.9% | $342.8M+22.6% | $279.6M |
| Net Income | $738.5M-58.5% | $1.78B+38.6% | $1.28B-8.8% | $1.41B+43.4% | $981.0M |
| Basic | $4.3M-54.9% | $9.5M+45.3% | $6.5M-6.8% | $7.0M+46.0% | $4.8M |
| Assuming Dilution | $4.3M-54.9% | $9.5M+45.5% | $6.5M-6.6% | $7.0M+45.3% | $4.8M |
Source: SEC EDGAR XBRL. % change vs prior period shown where available.
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