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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
ARDC price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
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 | $11.12 | $12.45M | $32.00M | 1 | 2021-09-17 |
| KYN | 10%+ Owner | 1,645,902 | $14.01 | $23.06M | $0 | 2 | 2020-07-23 |
| NRO | 10%+ Owner | 0 | $2.54 | $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 · Page 2 of 2
12 filings| 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 |
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.