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v3.23.2

Insider Trading Arrangements | 3 Months Ended | 6 Months Ended
--- | --- | ---
Jun. 30, 2023 shares | Jun. 30, 2023 shares
Trading Arrangements, by Individual |  |
Rule 10b5-1 Arrangement Adopted | false |
Non-Rule 10b5-1 Arrangement Adopted | false |
Rule 10b5-1 Arrangement Terminated | false |
Non-Rule 10b5-1 Arrangement Terminated | false |
Officer Trading Arrangement [Member] |  |
Trading Arrangements, by Individual |  |
Material Terms of Trading Arrangement |  | The following table describes contracts, instructions or written plans for the sale or purchase of our securities adopted by our executive officers during the first quarter of 2023, each of which is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), referred to as Rule 10b5-1 trading plans. The plans are only executed when the stock price reaches a required minimum. In addition, the executives identified in the table below are required to maintain an ownership of the Company’s common stock with a value equal to at least a multiple of their annual base salary (6 times for Mr. Pearson and 3 times for Mr. Hurd and Mr. Lane).
Name and Title | Date of Adoption of Rule 10b5-1 Trading Plan | Scheduled Start Date of Rule 10b5-1 Trading Plan | Scheduled Expiration Date of Rule 10b5-1 Trading Plan(1) | Aggregate Number of Securities to be Purchased or Sold
Mark Pearson President and Chief Executive Officer | 2/10/2023 | 5/15/2023 | 5/15/2024 | Sale of up to 360,000 shares(2) of common stock in several transactions through the scheduled expiration date in 2024
Jeffrey J. Hurd Chief Operating Officer | 2/10/2023 | 5/15/2023 | 11/15/2023 | Sale of up to 48,600 shares(3) of common stock in several transactions through the scheduled expiration date in 2023
Nick Lane Head of Retirement, Wealth Management and Protection Solutions | 2/10/2023 | 3/15/2023 | 9/15/2023 | Sale of up to 120,000(4) shares of common stock in several transactions through the scheduled expiration date in 2023
(1)In each case, a Rule 10b5-1 trading plan may also expire on such earlier date as all transactions under the Rule 10b5-1 trading plan are completed. (2)240,000 of Mr. Pearson’s shares consist of stock options and 120,000 of Mr. Pearson’s shares consist of common stock already owned. (3)All 48,600 of Mr. Hurd’s shares consist of common stock already owned. (4)60,000 of Mr. Lane’s shares consist of stock options and 60,000 of Mr. Lane’s shares consist of common stock already owned.
Rule 10b5-1 Arrangement Adopted | true |
Officer Trading Arrangement [Member] | Mark Pearson [Member] |  |
Trading Arrangements, by Individual |  |
Name | Mark Pearson |
Title | President and Chief Executive Officer |
Adoption Date | 2/10/2023 |
Arrangement Duration | 366 days |
Aggregate Available | 360,000 | 360,000
Officer Trading Arrangement [Member] | Jeffrey J Hurd [Member] |  |
Trading Arrangements, by Individual |  |
Name | Jeffrey J. Hurd |
Title | Chief Operating Officer |
Adoption Date | 2/10/2023 |
Arrangement Duration | 184 days |
Aggregate Available | 48,600 | 48,600
Officer Trading Arrangement [Member] | Nick Lane [Member] |  |
Trading Arrangements, by Individual |  |
Name | Nick Lane |
Title | Head of Retirement, Wealth Management and Protection Solutions |
Adoption Date | 2/10/2023 |
Arrangement Duration | 184 days |
Aggregate Available | 120,000 | 120,000
Officer Trading Arrangement, Stock Option [Member] | Mark Pearson [Member] |  |
Trading Arrangements, by Individual |  |
Aggregate Available | 240,000 | 240,000
Officer Trading Arrangement, Stock Option [Member] | Nick Lane [Member] |  |
Trading Arrangements, by Individual |  |
Aggregate Available | 60,000 | 60,000
Officer Trading Arrangement, Common Stock Owned [Member] | Mark Pearson [Member] |  |
Trading Arrangements, by Individual |  |
Aggregate Available | 120,000 | 120,000
Officer Trading Arrangement, Common Stock Owned [Member] | Jeffrey J Hurd [Member] |  |
Trading Arrangements, by Individual |  |
Aggregate Available | 48,600 | 48,600
Officer Trading Arrangement, Common Stock Owned [Member] | Nick Lane [Member] |  |
Trading Arrangements, by Individual |  |
Aggregate Available | 60,000 | 60,000

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