Welcome to our dedicated page for GLOBE LIFE SEC filings (Ticker: GL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Globe Life Inc. filings document operating results, governance and capital-structure disclosures for an insurance holding company focused on life and supplemental health insurance. Current reports include earnings releases furnished on Form 8-K, with disclosures on net income, net operating income, underwriting margins, premium revenue and guidance.
Proxy and governance filings cover director elections, shareholder voting results, advisory executive compensation matters, board composition, non-employee director compensation and executive retirement plan amendments. The filing record also identifies registered securities including common stock and subordinated debt, alongside recurring disclosures tied to shareholder meetings and corporate governance procedures.
Globe Life Inc. director Matthew J. Adams reported an acquisition of company stock. On 01/02/2026, he received 1,373 shares of Globe Life common stock in a transaction coded "A," which indicates an acquisition such as a grant or award. The shares were recorded at a price of $0, consistent with a non-cash equity grant.
After this transaction, Adams beneficially owned 2,556 shares of Globe Life common stock in direct ownership. The filing also notes that he had 0 shares held indirectly, described as "Not Applicable" for the nature of indirect beneficial ownership. The form is filed for one reporting person and reflects his status as a director of Globe Life Inc.
Globe Life Inc. insider Frank M. Svoboda, who serves as Co-Chairman, CEO and Director, reported changes in his indirect ownership of the company’s common stock. On 12/19/2025, 26,425 shares were transferred at a price of $0 from a family trust, where the holdings are now reported as 108,473 shares held indirectly, to his spouse's irrevocable trust, which now holds 26,425 shares indirectly. The filing also reports 35,868 shares of common stock and 1,947.384 shares held indirectly through a 401(k) plan following the reported transactions.
Globe Life Inc. reported insider stock transactions by Co-Chairman, CEO and Director Frank M. Svoboda on December 16, 2025. He exercised an employee stock option to acquire 12,500 shares of common stock at an exercise price of $82.56 per share, then sold portions of those shares on the same day.
The reported sales totaled 6,579 shares at a price shown as $140.2742 per share, with actual sale prices ranging from $139.65 to $140.64, and an additional 2,800 shares at $140.7887 per share, with prices ranging from $140.65 to $141.03. After these transactions, he directly owned 35,868 Globe Life common shares, plus 134,898 shares held through a family trust and 1,947.384 shares through a 401(k) plan.
Globe Life Inc. executive Michael Shane Henrie, SVP & Chief Accounting Officer, reported an option exercise and share sale on 07/29/2025. He exercised employee stock options for 3,250 shares of common stock at $103.23 per share, then sold 3,250 shares at a weighted average price of $139.7526, with individual trades between $139.67 and $139.90.
After these transactions, he directly owned 3,040 Globe Life shares and held an additional 152.182 shares indirectly through a 401(k) plan. The amended report also corrects the amount of underlying securities shown for the employee stock option in Table II, while noting that the original report was filed on time.
Globe Life Inc. officer Michael Shane Henrie, the company’s SVP and Chief Accounting Officer, reported exercising stock options and selling common shares on 12/12/2025.
He exercised 3,065 employee stock options at an exercise price of $120.49 per share and sold 3,065 shares of Globe Life common stock at a weighted average price of $139.0997 per share, with sale prices ranging from $138.87 to $139.325. After these transactions, he directly owned 3,040 shares of common stock and indirectly held 154.904 shares through a 401(k) plan. The Form 4 also lists 3,065 employee stock options expiring on 02/22/2030, which were first exercisable as to 50% of the shares on 02/22/2025 and the remaining 50% on 02/22/2026.
Globe Life Inc. filed a notice of proposed sale of common stock under Rule 144. The filing covers 12,500 shares of common stock to be sold through APEX Clearing in Dallas on or about 12/12/2025, with an indicated aggregate market value of 1,740,250.00. The shares relate to a prior stock option exercise dated 02/28/2019 involving 65,000 securities acquired from Globe Life Inc.
The filing notes that 79,119,086 shares of Globe Life common stock were outstanding when the notice was prepared. By signing the notice, the seller represents that they are not aware of any undisclosed material adverse information about Globe Life’s current or prospective operations.
Globe Life Inc. (GL) executive Robert Brian Mitchell, EVP, General Counsel and CRO, reported gift transactions on 11/13/2025 (Transaction Code G). The filing shows a disposition of 2,091 shares of common stock at $0 from the Mitchell Family Trust, and an acquisition of 283 shares at $0 into an irrevocable trust for his son.
Following these transactions, reported holdings were 39,042.3294 shares indirect via the Mitchell Family Trust, 1,853.3929 shares indirect via the Son's Trust, 12,303.005 shares indirect via the Thrift Plan Trust, and 8,074 shares held directly. The footnotes note 3.1994 shares added through a brokerage dividend reinvestment plan since the last report, and that of the 2,091 shares gifted by the family trust, 283 shares were gifted to the son's irrevocable trust.
Globe Life Inc. filed a Form 13F reporting its institutional holdings as manager, showing 2 reported positions with a total reported market value of $400,198,817. The report was signed by Christopher T. Moore on 11-07-2025.
Globe Life Inc. amended its Supplemental Executive Retirement Plan (SERP). The update revises the early retirement reduction factors, setting benefit levels from 50% at age 55 up to 100% at age 65.
The amendment also provides that SERP participants who are in the Executive Severance Plan and experience a “Qualifying Termination” during a “Change of Control Protection Period” will be deemed vested and eligible for Retirement Income. In that case, the participant’s retirement age is deemed the greater of actual age or 55; the Pension Plan benefit is assumed vested, early-retirement eligible, and calculated as of the greater of actual age or 55; and no additional Credited service is included in either the Pension Plan or SERP benefit.
Globe Life Inc. filed its quarterly report for the period ended September 30, 2025. The filing presents a larger balance sheet, reflecting growth in invested assets and liquidity.
All dollar amounts are in thousands. Total assets were $30,527,616 versus $29,076,181 at December 31, 2024. Total investments were $20,326,714, up from $19,571,563, including fixed maturities at fair value of $17,796,754 (amortized cost: 2025—$18,948,357; allowance for credit losses: 2025—$10,415). Cash was $302,716, compared with $165,325.
Total liabilities were $24,838,528 versus $23,770,661. Policy liabilities were $20,626,749, up from $19,716,330, including future policy benefits at current discount rates of $19,301,965. Short‑term debt was $394,349 and long‑term debt was $2,320,013 (estimated fair value: 2025—$2,196,342).
As context, common shares outstanding were 79,605,800 as of October 31, 2025.