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Globe Life logoGlobe Life GL

Globe Life said the record keeper for the Globe Life Inc. Savings and Investment Plan will change from Empower Retirement to Fidelity Investments effective December 16, 2024.

8-KTemporary Suspension of Trading Under Registrant's Employee Benefit PlansFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Globe Life said the record keeper for the Globe Life Inc. Savings and Investment Plan will change from Empower Retirement to Fidelity Investments effective December 16, 2024.

  2. The company said the blackout period will begin at 3 p.m. Central Time on December 6, 2024 and is scheduled to end during the week of December 29, 2024. It said transactions cannot be processed during the blackout period.

  3. The company said certain transactions in the Globe Life Inc. Stock Fund will be suspended during the blackout period, and plan participants will be unable to access their account balances and other information, transfer or diversify their investments, or obtain a withdrawal, loan or distribution.

  4. The company said it sent notice of the blackout period to all affected directors and officers on November 14, 2024. It said participants can learn whether the blackout period has ended by calling Fidelity at 800-835-5095, and questions can be directed to Dana Sigler.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Record Keeper Change Schedule

Globe Life said the record keeper for the Globe Life Inc. Savings and Investment Plan will change from Empower Retirement to Fidelity Investments effective December 16, 2024.

Source · Based on the filing body and exhibits

Blackout Period for Trading

The company said the blackout period will begin at 3 p.m. Central Time on December 6, 2024 and is scheduled to end during the week of December 29, 2024. It said transactions cannot be processed during the blackout period.

Source · Based on the filing body and exhibits

Restricted Transactions During Blackout

The company said certain transactions in the Globe Life Inc. Stock Fund will be suspended during the blackout period, and plan participants will be unable to access their account balances and other information, transfer or diversify their investments, or obtain a withdrawal, loan or distribution.

Source · Based on the filing body and exhibits

Notice Distribution and Contact

The company said it sent notice of the blackout period to all affected directors and officers on November 14, 2024. It said participants can learn whether the blackout period has ended by calling Fidelity at 800-835-5095, and questions can be directed to Dana Sigler.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.