SUN LIFE FINANCIAL INC
CIK 1097362 · last filed 2025-08-12
"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.
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Disclosed Exposure
$37.26M
Companies
6
Total Filings
12
Lifetime Open-Market Net
$32.00M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| ARDC | 10%+ Owner | 1,120,000 | $12.59 | $14.10M | $32.00M | 1 | 2021-09-17 |
| KYN | 10%+ Owner | 1,645,902 | $14.07 | $23.16M | $0 | 1 | 2020-07-23 |
| NRO | 10%+ Owner | 0 | $2.99 | $0 | $0 | 2 | 2017-06-06 |
| Kayne Anderson Energy Infrastructure Fund, Inc. (KYNpF) Delisted | 10%+ Owner | 0 | — | — | $0 | 1 | 2017-02-17 |
| 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 | 13,000,000 | $53.36 | $693.68M | $0 | 2 | 2013-11-27 |
Recent Filings · Page 2 of 2
12 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2013-11-21 | Tortoise Midstream Energy Fund, Inc. (NTG) Delisted | Other (J) | +1,000,000 | $1079.96B | EDGAR |
| 2013-11-21 | NRO | Mixed | −760 | $42.40M | EDGAR |
Showing 11–12 of 12
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.