SEC Filing Summary: CNO Financial Group, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by CNO Financial Group, Inc., an institutional investment manager. The report covers the calendar quarter ended December 31, 2014. The filing was signed by John R. Kline, Senior Vice President and Chief Accounting Officer, on November 14, 2016. The report includes holdings for one other included manager: 40/86 Advisors, Inc.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the issuer's operational financial performance. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for CNO Financial Group, Inc. itself.
- Total Value of Reported Holdings: $228,870,000 (reported in thousands).
- Total Number of Holdings Entries: 16.
- Number of Other Included Managers: 1.
Material Changes
The filing text does not provide comparative data against the prior period (September 30, 2014) to determine material changes in holdings or total portfolio value. The document lists the aggregate value and count of holdings for the reporting period only.
Guidance, Outlook, and Risks
Form 13F filings are statutory reports of equity positions and do not contain management commentary, forward-looking guidance, risk factors, or contingency disclosures regarding the reporting manager's business operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the specific 16 equity positions held by CNO Financial Group, Inc. as of December 31, 2014, which are detailed in the full schedule of the filing (not included in the provided text).
- Confirm the total portfolio value of approximately $228.9 million represents the aggregate value of all reported holdings.
- Note that this filing covers holdings managed by CNO Financial Group, Inc. and 40/86 Advisors, Inc.
- Understand that this document does not reflect the financial health, revenue, or debt levels of CNO Financial Group, Inc. as an operating company.