SUN LIFE FINANCIAL INC
CIK 1097362 · last filed 2025-08-12
SUN LIFE FINANCIAL INC is a corporate insider who has filed 12 SEC Form 4 insider transactions across 5 companies since 2013. Across all open-market trades the lifetime net is +$32.0M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $38.2M across reported positions. The firm reports its address in Toronto. 30 SEC filings were submitted jointly with Life Assurance Co of Canada Sun.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$38.15M
5
12
$32.00M
Filer Profile
ONE YORK STREET
TORONTO M5J 0B6
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| ARDC | 10%+ Owner | 1,120,000 | $12.30 | $13.78M | $32.00M | 1 | 2021-09-17 |
| KYN | 10%+ Owner | 1,645,902 | $14.81 | $24.38M | $0 | 2 | 2020-07-23 |
| NRO | 10%+ Owner | 0 | $2.86 | $0 | $0 | 2 | 2017-06-06 |
| Kayne Anderson Energy Total Return Fund, Inc. (KYE) Delisted | 10%+ Owner | 266,666 | — | — | $0 | 1 | 2016-02-16 |
| Tortoise Midstream Energy Fund, Inc. (NTG) Delisted | 10%+ Owner | 1,300,000 | $53.36 | $69.37M | $0 | 2 | 2013-11-27 |
Recent Filings
12 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-08-12 | — | Other (J) | −18,698,892 | -$503.37M | |
| 2025-02-14 | — | Buy (P) | +3,780,716 | $100.00M | |
| 2025-02-14 | — | Buy (P) | +3,921,568 | $100.00M | |
| 2021-10-04 | — | Buy (P) | +1,760,000 | $44.00M | |
| 2021-09-17 | ARDC | Buy (P) | +1,280,000 | $32.00M | EDGAR |
| 2020-07-23 | KYN | Other (J) | −868,195 | -$4802.28B | EDGAR |
| 2017-06-06 | NRO | Other (J) | −400 | -$50.0K | EDGAR |
| 2017-02-17 | KYN | Other (J) | −1,200,000 | -$30.32M | EDGAR |
| 2016-02-16 | Kayne Anderson Energy Total Return Fund, Inc. (KYE) Delisted | Other (J) | −666,668 | -$17.00M | EDGAR |
| 2013-11-27 | Tortoise Midstream Energy Fund, Inc. (NTG) Delisted | Other (J) | −18,000,000 | $2159.92B | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.