Independence Holding Company, formed in 1980, is a holding company that is principally engaged in underwriting, administering and/or distributing group and individual specialty benefit products, including disability, supplemental health, pet, and group life insurance through its subsidiaries (Independence Holding Company and its subsidiaries collectively referred to as 'The IHC Group'). The IHC Group consists of three insurance companies (Standard Security Life Insurance Company of New York, Madison National Life Insurance Company, Inc. and Independence American Insurance Company). Company also owns the following agencies: (i) PetPartners, Inc.; (ii) IHC Specialty Benefits, Inc., a technology-driven full-service marketing and distribution company that focuses on small employer and individual consumer products through its call center, career agents, and Independence Brokerage Group; and (iii) The INSX Cloud Platform through My1HR, company's wholly owned Web Based Entity. Its InsureTech division is comprised of company's call centers, field and career agents, in-house MarTech artificial intelligence capabilities and domains, including www.healthedeals.com; www.healthinsurance.org; www.medicareresources.org; www.petplace.com; and www.mypetinsurance.com.

Company profile
Ticker
IHC
Exchange
Website
CEO
Roy T. K. Thung
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Independence Capital Corp. • Standard Security Life Insurance Company • IHC Health Holdings Corp. • Madison National Life Insurance Company, Inc. • Madison Investors Corporation • AMIC Holdings, Inc. • Independence American Holdings Corp. • Independence American Insurance Company • IHC Domain Holdings, LLC • Torchlight Technology Group, LLC ...
IRS number
581407235
IHC stock data
Calendar
8 Nov 21
19 Aug 22
31 Dec 22
Financial summary
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Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Feb 22 | Roy T K Thung | Common Stock, $1.00 par value per share | Sale back to company | Dispose D | No | No | 57 | 164,763 | 9.39M | 0 |
15 Feb 22 | Roy T K Thung | Stock Appreciation Right (Common Stock) Common Stock | Sale back to company | Dispose D | No | No | 27.65 | 16,500 | 456.23K | 0 |
15 Feb 22 | Roy T K Thung | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 37.38 | 176,000 | 6.58M | 0 |
15 Feb 22 | Roy T K Thung | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 27.65 | 82,500 | 2.28M | 0 |
15 Feb 22 | Teresa A Herbert | Common Stock, $1.00 par value per share | Sale back to company | Dispose D | No | No | 57 | 103,134 | 5.88M | 0 |
15 Feb 22 | Teresa A Herbert | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 37.38 | 15,766 | 589.33K | 0 |
15 Feb 22 | Larry Graber | Common Stock, $1.00 par value per share | Sale back to company | Dispose D | No | No | 57 | 59,280 | 3.38M | 0 |
15 Feb 22 | Larry Graber | Stock Appreciation Right (Common Stock) Common Stock | Sale back to company | Dispose D | No | No | 27.65 | 11,000 | 304.15K | 0 |
15 Feb 22 | Larry Graber | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 37.38 | 27,500 | 1.03M | 0 |
15 Feb 22 | Larry Graber | Employee Stock Option Common Stock | Sale back to company | Dispose D | No | No | 27.65 | 27,500 | 760.38K | 0 |
Institutional ownership, Q4 2021
85.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 72 |
Opened positions | 24 |
Closed positions | 7 |
Increased positions | 18 |
Reduced positions | 15 |
13F shares | Current |
---|---|
Total value | 278.27M |
Total shares | 12.55M |
Total puts | 0 |
Total calls | 0 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Geneve | 9.15M | $0 |
Cannell Capital | 525.09K | $29.76M |
BLK Blackrock | 349.54K | $19.81M |
Arnhold | 345.11K | $19.56M |
Vanguard | 252.54K | $14.31M |
TCW | 248.26K | $14.07M |
Glazer Capital | 240.47K | $13.63M |
Dimensional Fund Advisors | 235.59K | $13.35M |
Royce & Associates | 170.02K | $9.64M |
STT State Street | 102.11K | $5.79M |
Content analysis
?Positive | ||
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Readability |
H.S. sophomore Avg
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New words:
acquiree, Annex, awaiting, beneficially, Committee, confidential, disapproval, disapprove, disinterested, furnish, furnished, magnitude, manner, merger, preliminary, proposal, proposed, prospectively, rata, recommend, Rule, runout, unanimously, written
Removed:
accreted, accuracy, actuarial, adequately, adjudicate, amounting, annuity, assist, backlog, bill, billing, cancelled, chartered, classified, coincide, coinsurance, coinsured, combined, continued, credited, delay, depending, depicted, developing, disabled, discounting, divided, dividend, doubtful, earned, epidemic, equal, experience, faith, favorable, frequency, fund, gap, generating, higher, hospital, IBNR, inadequate, incidence, instrument, issue, lease, mandated, monitored, morbidity, mortality, municipal, oThe, oUnderwriting, pricing, processing, produced, projected, promulgated, proportion, protection, ratio, recessionary, recoverable, redemption, redundant, representative, reserve, reserving, reviewing, secured, serviced, staffing, statistical, STD, termination, testing, ultimately, unfavorable, unfold, universal, unpaid, unusually, utilization, utilize, variety, volume, worksite, yield
Financial reports
Current reports
8-K
Completion of Acquisition or Disposition of Assets
15 Feb 22
8-K
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard
10 Jan 22
8-K
Completion of Acquisition or Disposition of Assets
3 Jan 22
8-K/A
Completion of Acquisition or Disposition of Assets
21 Dec 21
8-K
Completion of Acquisition or Disposition of Assets
20 Dec 21
8-K
Results of Operations and Financial Condition
9 Nov 21
8-K
Announces Definitive Acquisition Agreement
9 Nov 21
8-K
Regulation FD Disclosure
30 Aug 21
8-K
Results of Operations and Financial Condition
10 Aug 21
8-K
Entry into a Material Definitive Agreement
15 Jul 21
Registration and prospectus
15-12B
Securities registration termination
28 Feb 22
25-NSE
Exchange delisting
16 Feb 22
S-8 POS
Registration of securities for employees (post-effective amendment)
16 Feb 22
S-8 POS
Registration of securities for employees (post-effective amendment)
16 Feb 22
S-8 POS
Registration of securities for employees (post-effective amendment)
16 Feb 22
S-8 POS
Registration of securities for employees (post-effective amendment)
16 Feb 22
SC 13E3/A
Going private transaction (amended)
15 Feb 22
SC 13E3/A
Going private transaction (amended)
6 Jan 22
SC 13E3
Going private transaction
24 Nov 21
SC TO-I/A
Issuer tender offer statement (amended)
27 May 20
Proxies
DEFM14A
Proxy related to merger
6 Jan 22
PREM14A
Preliminary proxy related to merger
24 Nov 21
DEF 14C
Information statement
12 Nov 21
DEFA14A
Additional proxy soliciting materials
9 Nov 21
PREM14C
Preliminary information related to merger
1 Nov 21
DEFA14A
Additional proxy soliciting materials
1 Oct 20
DEFA14A
Additional proxy soliciting materials
3 Oct 19
DEF 14A
Definitive proxy
3 Oct 19
DEFA14A
Additional proxy soliciting materials
3 Oct 18
Other
UPLOAD
Letter from SEC
1 Jun 20
CORRESP
Correspondence with SEC
20 May 20
UPLOAD
Letter from SEC
11 May 20
CORRESP
Correspondence with SEC
30 Apr 20
UPLOAD
Letter from SEC
27 Apr 20
CORRESP
Correspondence with SEC
27 Jul 16
CORRESP
Correspondence with SEC
24 Jul 16
EFFECT
Notice of effectiveness
14 Nov 13
CORRESP
Correspondence with SEC
12 Sep 13
CORRESP
Correspondence with SEC
14 Jul 11
Ownership
4
INDEPENDENCE HOLDING / JAMES G TATUM ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / RONALD I SIMON ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / Colleen P. Maggi ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / STEVEN B LAPIN ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / JOHN L LAHEY ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / ALLAN C KIRKMAN ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / TERESA A HERBERT ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / LARRY GRABER ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / Vincent J. Furfaro ownership change
16 Feb 22
4
INDEPENDENCE HOLDING / ROY T K THUNG ownership change
16 Feb 22
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