Monitor for any upcoming earnings or material news that may have prompted the concentrated selling by both a 10% owner and a Japan-based executive. The lack of 10b5-1 plans suggests discretionary selling, which could signal near-term caution.
Price Chart
Executive Summary
AFLAC insider cluster shows two insiders selling a total of ~$1.32M in open-market transactions over a 7-day window. The largest seller is Japan Post Holdings (10% owner), disposing ~$3.2M across multiple trades, while a Japan-based executive sold ~$1.56M after exercising options. The total value is ~0.4% of AFL's market cap, a modest but notable amount, and the selling is concentrated in open-market sales without 10b5-1 plan indications, warranting a bearish tilt.
Key Financial Metrics
Key Facts
- Japan Post Holdings (10% owner) sold ~$3.2M in open-market sales across 4 trades on Sep 15-16.
- Koide Masatoshi (President of ALIJ) sold ~$1.56M in open-market sales on Sep 16, including after exercising options.
- Total open-market selling value ~$4.8M, representing ~0.4% of AFL's market cap.
- No 10b5-1 plan indications for any of the open-market sales.
- One tax-withholding transaction (Simard, 409 shares, $48K) is non-informative.
Financial Impact
Total open-market selling of ~$4.8M, or ~0.4% of market cap.
Risk Factors
- Insider selling may indicate negative sentiment or upcoming headwinds.
- Japan Post Holdings' selling as a 10% owner could signal reduced confidence or portfolio rebalancing.
- Option exercises followed by sales suggest liquidity needs but also reduce insider alignment.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-AFL-1789995647936 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 30, 2026 26d ago | Press Release | $111.18 $114.94 | ▲ +3.38% | ▲ +2.08% | $120.93 (+8.77%) |
Sep 25, 2026 4w ago | Insider Cluster | $113.72 $111.54 | ▼ −1.92% | ▼ −1.70% | $120.93 (+6.34%) |
Sep 24, 2026 4w ago | Insider Cluster | $113.72 $111.54 | ▼ −1.92% | ▼ −1.70% | $120.93 (+6.34%) |
Sep 23, 2026 4w ago | Insider Cluster | $115.23 $111.78 | ▼ −2.99% | ▼ −2.32% | $120.93 (+4.95%) |
Sep 22, 2026 5w ago | Insider Cluster | $115.23 $111.78 | ▼ −2.99% | ▼ −2.32% | $120.93 (+4.95%) |
Sep 21, 2026 5w ago | Insider Cluster | $115.18 $113.55 | ▲ +1.42% | ▲ +0.40% | $120.93 (−4.99%) |
Sep 18, 2026 5w ago | Insider Cluster | $115.18 $113.55 | ▼ −1.42% | ▼ −0.40% | $120.93 (+4.99%) |
Aug 19, 2026 9w ago | Insider Cluster | $116.51 $117.45 | ▲ +0.81% | ▲ +1.19% | $120.93 (+3.79%) |
Aug 18, 2026 9w ago | Insider Cluster | $121.73 $116.18 | ▼ −4.56% | ▼ −4.36% | $120.93 (−0.66%) |
Aug 17, 2026 10w ago | Insider Cluster | $120.98 $118.20 | ▼ −2.30% | ▼ −1.11% | $120.93 (−0.04%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers