Insider Trading March 23, 2026

CNO Financial Insider Executes Option Exercise and Disposes of Shares Worth $879k

President of Consumer Division sells 22,120 shares under a 10b5-1 plan while simultaneously exercising options to acquire the same number of shares

By Priya Menon CNO
CNO Financial Insider Executes Option Exercise and Disposes of Shares Worth $879k
CNO

Scott L. Goldberg, President of the Consumer Division at CNO Financial Group, sold 22,120 shares of common stock on March 19 and 20, 2026, under a Rule 10b5-1 plan and concurrently exercised options to buy 22,120 shares at $21.06 per share. The transactions occurred against a backdrop of mixed fourth-quarter 2025 results for CNO, with revenue beating expectations but EPS missing forecasts.

Key Points

  • Scott L. Goldberg sold 22,120 CNO shares on March 19 and 20, 2026 for approximately $879,423, at prices from $39.543 to $39.9709.
  • Goldberg exercised options to acquire 22,120 shares at $21.06 per share on the same dates, costing $465,847 in total; the sales were executed under a Rule 10b5-1 plan adopted on November 6, 2025.
  • CNO reported mixed fourth-quarter 2025 results: EPS of $0.95 missed the $1.21 forecast while revenue of $1.14 billion beat the $1.00 billion estimate; the stock trades at $40.54 with a $3.83 billion market cap and a P/E of 17.69.

Scott L. Goldberg, who serves as President of the Consumer Division at CNO Financial Group, Inc. (NYSE:CNO), completed a set of linked equity transactions on March 19 and 20, 2026. Over those two days Goldberg sold 22,120 shares of CNO common stock for aggregate proceeds of approximately $879,423.

The disposal occurred across pricing that ranged from $39.543 to $39.9709 per share. Concurrent with the sales, Goldberg exercised options to acquire 22,120 shares of CNO common stock at an exercise price of $21.06 per share, representing a cash outlay of $465,847 to acquire the shares through option exercise.

Company filings state the sales were carried out pursuant to a Rule 10b5-1 trading plan established on November 6, 2025. That pre-arranged plan governed the timing and execution of the share disposals reported on March 19 and 20, 2026.

At the time of reporting, CNO shares traded at $40.54, and the company had a market capitalization of $3.83 billion with a price-to-earnings ratio of 17.69. Analysis by InvestingPro places the stock among issues that appear undervalued relative to their Fair Value and lists the name on a Most Undervalued stocks compilation. InvestingPro Tips additionally note a 1.71% dividend yield for CNO and record that the company has raised its dividend for 14 consecutive years, alongside seven other investor-focused insights highlighted by that service.

These insider transactions come after the company released fourth-quarter 2025 financial results that presented a mixed picture. CNO reported earnings per share of $0.95, below the consensus expectation of $1.21. At the same time, the company recorded revenue of $1.14 billion, outperforming the anticipated $1.00 billion. Market commentary referenced resilience in the stock during after-hours trading following the results.

The juxtaposition of an insider executing option exercises while selling an equivalent number of shares under a pre-arranged plan, together with the mixed quarterly results, frames the recent activity. Investors and analysts will continue to monitor how the company reconciles the EPS shortfall with top-line strength going forward.


Contextual note - The transactions, market data, dividend details and quarterly results in this report reflect the facts disclosed in company filings and the InvestingPro analysis cited; no additional assumptions or extrapolations have been made.

Risks

  • Earnings uncertainty - the company posted fourth-quarter 2025 EPS of $0.95, short of the $1.21 consensus, creating near-term earnings risk for investors in the insurance and financial services sector.
  • Market reaction to mixed results - despite revenue exceeding expectations, mixed financial outcomes could lead to continued volatility in CNO shares in equity markets.
  • Insider activity interpretation - insider option exercises coupled with share sales under a pre-arranged 10b5-1 plan may raise questions among shareholders about timing and personal liquidity needs, affecting investor sentiment in the financial services sector.

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