CNO Financial Group, Inc. (CNO-PA)

Quarterly Report Filed: 2026-05-07

Key Insights

Q1 2026 10-Q filing shows the company maintains diversified investment portfolio across fixed maturities, mortgages, and government securities, indicating broad-based asset management and risk distribution.
The filing contains detailed disclosures on debt-to-value ratios for commercial mortgage segments across multiple LTV tiers (under 60% through 90%+), suggesting active monitoring of credit quality and real estate exposure.
Multiple preferred stock series and subordinated debt instruments ($125 Subordinated Debentures Due 2060) indicate a layered capital structure with various maturity profiles and subordination levels for liability management.

Current Report Filed: 2026-04-30

Key Insights

CNO Financial Group filed Q1 2026 earnings results on April 30, 2026, releasing press release, quarterly financial supplement, and detailed financial statements for the quarter ended March 31, 2026.
The filing is classified as Item 2.02 (Results of Operations and Financial Condition), indicating this is a routine quarterly earnings disclosure rather than a material event or strategic announcement.
The furnished exhibits are explicitly stated as not being 'filed' under Section 18 of the Exchange Act and will not be incorporated by reference into future filings unless expressly stated, limiting their use for future regulatory purposes.
CNO maintains three active security classes traded on NYSE: common stock (CNO), preferred stock rights, and 5.125% subordinated debentures due 2060 (CNOpA), indicating a diversified capital structure.

Insider Trading Filed: 2026-03-27

Key Insights

Paul H. McDonough, the Chief Financial Officer of CNO Financial Group, Inc., disposed of 13,063 shares of the company's common stock on March 25, 2026 to cover the required tax withholding on vested restricted stock units.
Following the reported transaction, McDonough still owns 234,939.077 shares of the company's common stock, indicating he continues to maintain a significant equity position.
The transaction appears to be a routine stock disposition to cover tax obligations, which is a common practice for executives holding equity-based compensation.

Insider Trading Filed: 2026-03-27

Key Insights

Gary C. Bhojwani, the Chief Executive Officer of CNO Financial Group, Inc., engaged in a transaction where he surrendered 45,746 shares of common stock to cover tax withholding on vested restricted stock units.
After the transaction, Bhojwani directly owns 231,780 shares of common stock and indirectly owns 635,471 shares through the Gary C. Bhojwani Revocable Trust.
The transaction was routine insider selling, as Bhojwani likely needed to cover tax obligations on the vested equity awards as part of his compensation.

Insider Trading Filed: 2026-03-27

Key Insights

Karen J. DeToro, the President of the Worksite Division at CNO Financial Group, disposed of 4,056 shares of common stock on March 25, 2026 at a price of $40.61 per share, likely to cover tax withholding requirements on vested restricted stock units.
This transaction represents a relatively small percentage of DeToro's total beneficial ownership of 50,524 shares, suggesting no major shift in her position or confidence in the company.
Insider transactions can provide insights into management's views on the company's prospects, but this particular sale appears routine and not indicative of any significant changes or concerns.

Insider Trading Filed: 2026-03-27

Key Insights

Yvonne K. Franzese, the Chief Human Resources Officer of CNO Financial Group, Inc., sold 6,049 shares of common stock at $40.61 per share, reducing her direct ownership to 29,013 shares.
Franzese also owns an additional 78,279 shares indirectly through the Yvonne K. Franzese Revocable Trust, indicating she continues to hold a significant stake in the company.
The transaction appears to be related to the vesting of restricted stock units and the subsequent sale of shares to cover tax withholding requirements, a common practice for executive compensation.

Insider Trading Filed: 2026-03-27

Key Insights

Scott L. Goldberg, President of the Consumer Division at CNO Financial Group, Inc., has disposed of 8,036 shares of the company's common stock to cover required tax withholding on vested restricted stock units.
Following the reported transaction, Goldberg continues to hold a significant direct ownership stake of 206,488 shares in CNO Financial Group.
The reported transaction represents a small portion of Goldberg's overall shareholding and does not indicate a major shift in his position or conviction in the company.

Insider Trading Filed: 2026-03-27

Key Insights

Insider Eric R. Johnson, the Chief Investment Officer, sold 7,081 shares of CNO Financial Group, Inc. common stock at $40.61 per share, reducing his direct ownership to 693,188 shares.
The sale was likely to cover required tax withholding on vested restricted stock units, a common practice for company insiders.
Insider transactions can provide insights into management's views on the company's outlook, though a single sale does not necessarily indicate a negative sentiment.

Insider Trading Filed: 2026-03-27

Key Insights

Jeanne L. Linnenbringer, the Chief Operations Officer of CNO Financial Group, Inc., has surrendered 1,649 shares of common stock to cover required tax withholding on vested restricted stock units.
Linnenbringer's beneficial ownership of CNO Financial Group's common stock following the reported transaction is 35,738 shares, indicating she maintains a significant equity stake in the company.
The transaction was executed on March 25, 2026, suggesting routine portfolio management by a senior executive of the company.

Insider Trading Filed: 2026-03-27

Key Insights

Matthew J. Zimpfer, the General Counsel of CNO Financial Group, Inc. (CNO), sold 7,481 shares of the company's common stock on March 25, 2026.
This transaction was to cover the required tax withholding on vested restricted stock units, reducing Zimpfer's direct beneficial ownership to 300,456 shares.
Insider transactions, especially by senior executives, can provide insights into management's views on the company's prospects and valuation.

Insider Trading Filed: 2026-03-27

Key Insights

Insider Michael E. Mead, the Chief Information Officer of CNO Financial Group, Inc., sold 1,953 shares of the company's common stock on March 25, 2026, likely to cover tax withholding on vested restricted stock units.
The transaction price of $40.61 per share suggests the shares were sold at the current market price, indicating a routine, non-discretionary sale.
After the transaction, Mead continues to hold 22,513 shares of CNO Financial Group, Inc. directly, representing his ongoing alignment with the company as a key executive.

Insider Trading Filed: 2026-03-27

Key Insights

Rocco F. Tarasi III, the Chief Marketing Officer of CNO Financial Group, Inc., has disposed of 4,141 shares of the company's common stock at $40.61 per share.
This transaction appears to be related to the withholding of shares to cover the required tax obligations on vested restricted stock units.
The reported transaction does not indicate a significant change in Tarasi's overall beneficial ownership, which remains at 87,307 shares.

Insider Trading Filed: 2026-03-27

Key Insights

The reporting person, Jeremy D. Williams, who is the Chief Actuary of CNO Financial Group, Inc., has disposed of 1,005 shares of the company's common stock through a stock surrender to cover tax withholding on vested restricted stock units.
Following the reported transaction, the reporting person still owns 62,163 shares of the company's common stock, suggesting continued significant ownership stake.
The transaction appears to be a routine stock sale for tax purposes and does not indicate any major change in the reporting person's overall ownership or outlook on the company.

Insider Trading Filed: 2026-03-27

Key Insights

Joel T. Koehneman, the Chief Accounting Officer of CNO Financial Group, Inc., has reported a transaction where he surrendered 202 shares of the company's common stock to cover the required tax withholding on vested restricted stock units.
This transaction reduces Koehneman's direct beneficial ownership of CNO Financial's common stock from 5,292 shares to 5,090 shares.
Insider transactions can provide insights into management's views on the company's performance and prospects, though a single transaction does not necessarily indicate a broader trend.

Insider Trading Filed: 2026-03-23

Key Insights

Insider Scott L. Goldberg, President of the Consumer Division, exercised stock options and sold a significant number of shares of CNO Financial Group, Inc. (CNO) on March 19 and 20, 2026.
The sale transactions were made pursuant to a pre-arranged 10b5-1 trading plan, indicating a planned, systematic approach to managing his stock position.
The sale price of around $40 per share represents a substantial gain from the $21.06 exercise price of the options, suggesting Goldberg is monetizing his equity compensation.

Annual Report Filed: 2026-02-24

Key Insights

The filing indicates that CNO Financial Group, Inc. (CNO-PA) has a diverse set of product lines and revenue segments, including fixed indexed annuities, fee and other revenue segments, and various borrowings.
The company appears to have a complex capital structure with common stock, rights to purchase preferred stock, and subordinated debentures, which may warrant further analysis.
The filing provides detailed information on the company's borrowings and debt maturities, which could be important for understanding its financial position and liquidity.

Insider Trading Filed: 2026-02-12

Key Insights

Gary C. Bhojwani, the Chief Executive Officer of CNO Financial Group, Inc., acquired 152,542 shares of the company's common stock through the vesting of performance share units, indicating his confidence in the company's long-term prospects.
Bhojwani also received 81,600 restricted stock units that will vest in three equal annual installments starting in March 2027, further aligning his interests with those of shareholders.
The reported transactions suggest Bhojwani's commitment to the company and his belief in its future growth and performance.

Insider Trading Filed: 2026-02-12

Key Insights

Matthew J. Zimpfer, the General Counsel of CNO Financial Group, Inc., reported significant insider buying and selling activity, including the acquisition of 25,384 shares and the sale of 30,970 shares.
Zimpfer also received 14,300 restricted stock units that will vest over the next three years, aligning his interests with long-term shareholders.
The insider transactions were executed pursuant to a Rule 10b5-1 trading plan, suggesting a pre-planned, systematic approach to managing his equity holdings.

Insider Trading Filed: 2026-02-12

Key Insights

The Chief Actuary, Jeremy D. Williams, acquired 4,916 shares of CNO Financial Group, Inc. common stock on February 10, 2026, and concurrently surrendered 1,443 shares to cover tax withholding.
Williams also received 3,200 restricted stock units as part of his compensation, which vest in three equal annual installments beginning March 25, 2027.
The transactions indicate continued executive confidence in the company's prospects, as insider buying typically signals a positive outlook.

Insider Trading Filed: 2026-02-12

Key Insights

Rocco F. Tarasi III, the Chief Marketing Officer, acquired 13,835 shares of CNO Financial Group, Inc. through the vesting of performance share units, indicating management's confidence in the company's future performance.
Tarasi also surrendered 4,219 shares to cover tax withholding, suggesting he plans to hold a significant portion of his shares, aligning his interests with those of shareholders.
The company granted Tarasi 7,900 restricted stock units, which vest over three years, further incentivizing him to drive long-term value creation.

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Important Information