[SCHEDULE 13G] GLOBE LIFE INC. Passive Investment Disclosure (>5%)
Invesco Reports 5.1% Stake in Globe Life
Globe Life Inc Schedule 13G shows Invesco Ltd. reports beneficial ownership of 4,016,350 shares of Globe Life common stock, representing 5.1% of the class as of 03/31/2026.
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Globe Life Inc Schedule 13G shows Invesco Ltd. reports beneficial ownership of 4,016,350 shares of Globe Life common stock, representing 5.1% of the class as of 03/31/2026. The filing states sole voting power of 3,983,660 shares and sole dispositive power of 4,016,350 shares, and lists Invesco subsidiaries that hold the position on behalf of clients.
Key Figures
Shares beneficially owned:4,016,350 sharesPercent of class:5.1%Sole voting power:3,983,660 shares+3 more
6 metrics
Shares beneficially owned4,016,350 sharesBeneficial ownership reported as of 03/31/2026
Percent of class5.1%Percent of Globe Life common stock as reported on 03/31/2026
Sole voting power3,983,660 sharesShares with sole power to vote reported in Item 4(c)(i)
Sole dispositive power4,016,350 sharesShares with sole power to dispose reported in Item 4(c)(iii)
Reporting date03/31/2026Date tied to the ownership amounts reported
Signature date05/06/2026Schedule signed by Robert R. Leveille, Global Head of Compliance
Key Terms
Schedule 13G, beneficially own, sole dispositive power, investment advisers
4 terms
Schedule 13Gregulatory
"Item 1. (a) Name of issuer: Globe Life Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
sole dispositive powerregulatory
"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 4,016,350"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
investment advisersfinancial
"Invesco Ltd., in its capacity as a parent holding company to its investment advisers"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Invesco Ltd.'s 13G filing for GL mean?
It reports that Invesco Ltd. beneficially owns 4,016,350 shares of Globe Life, equal to 5.1% of the outstanding common stock as of 03/31/2026. The filing identifies voting and dispositive powers and relevant Invesco subsidiaries.
Who holds the voting and disposition powers in the GL 13G?
The filing lists sole voting power for 3,983,660 shares and sole dispositive power for 4,016,350 shares. It attributes holdings to Invesco Ltd. in its capacity as a parent holding company for its advisers.
Does the 13G show Invesco controls more than 5% of GL?
Yes. The Schedule 13G states beneficial ownership of 4,016,350 shares, representing 5.1% of the class as of 03/31/2026, which meets the >5% disclosure threshold under applicable reporting rules.
Which Invesco entities are referenced in the Globe Life 13G?
The filing names affiliated managers including Invesco Advisers, Inc., Invesco Management S.A., and Invesco Capital Management LLC as relevant subsidiaries or advisers associated with the reported holdings.
Are the Globe Life shares held for Invesco clients or the firm?
The Schedule 13G states the shares are held of record by clients of Invesco Ltd., and that no one individual client holds greater than 5% of the class; economic ownership resides with the clients served by Invesco advisers.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Globe Life Inc
(Name of Issuer)
Common Stock
(Title of Class of Securities)
37959E102
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
37959E102
1
Names of Reporting Persons
Invesco Ltd.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
BERMUDA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
3,983,660.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
4,016,350.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,016,350.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
HC, IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Globe Life Inc
(b)
Address of issuer's principal executive offices:
7677 Henneman Way, Mckinney, TX 75070
Item 2.
(a)
Name of person filing:
Invesco Ltd. ("Invesco Ltd.")
(b)
Address or principal business office or, if none, residence:
1331 Spring Street NW, Suite 2500, Atlanta, GA 30309
(c)
Citizenship:
Bermuda
(d)
Title of class of securities:
Common Stock
(e)
CUSIP Number(s):
37959E102
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
Invesco Ltd., in its capacity as a parent holding company to its investment advisers, may be deemed to beneficially own 4,016,350 shares of the Issuer which are held of record by clients of Invesco Ltd.
(b)
Percent of class:
5.1 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
3,983,660
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
4,016,350
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
However, no one individual has greater than 5% economic ownership. The shareholders of the Fund have the right to receive or the power to direct the receipt of dividends and proceeds from the sale of securities listed above.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
Invesco Advisers, Inc.
Invesco Management S.A.
Invesco Capital Management LLC
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
