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IHC Independence Holding Co.

Independence Holding Co. engages in the life and health insurance business. It operates through the following segments: Medical Stop-Loss; Specialty Health; Group Disability, Life, Short-Term Disability, and Paid Family Leave; Individual Life, Annuities, and Other; and Corporate. The Medical Stop-Loss segment provides coverage to public and private entities that elect to self-insure their employees' medical coverage for losses within specified range. The Specialty Health segment comprises of traditional distribution through independent agents and national accounts. The Group Disability segment is comprised of long term disability and disability benefits law. The company was founded in 1980 and is headquartered in Stamford, CT.

Company profile

Ticker
IHC
Exchange
NYSE
Website
www.ihcgroup.com
CEO
Roy T. K. Thung
Employees
Incorporated in
Delaware
Location
Connecticut
Fiscal year end
Dec 31
Sector
Finance > Life/Health Insurance
Industry (SEC)
Life Insurance
MetLife • Prudential Financial • Brighthouse Financial • Lincoln National • Genworth Financial • Athene Holding • Protective Life • Reinsurance Group Of America • American Equity Investment Life Holding • Globe Life ...
SEC CIK
0000701869
Corporate docs
IRS number
581407235

IHC stock data

(
)

Calendar

8 May 20
12 Jul 20
31 Dec 20

News

Company financial data Financial data

Chart IHC financial data
Quarter (USD) Dec 16 Sep 16 Jun 16 Mar 16
Revenue 78.87M 78.54M 77.7M 75.9M
Net income 8.65M 4.37M 4.64M 115.67M
Diluted EPS 0.49 0.25 0.26 6.08
Net profit margin 10.96% 5.56% 5.97% 152%
Operating income
Net change in cash -57.2M 52.58M -119.07M 128.2M
Cash on hand 22.01M 79.21M 26.62M 145.7M
Annual (USD) Dec 16 Dec 15 Dec 14 Dec 13
Revenue 311M 530.5M 530.35M 575.04M
Net income 133.31M 30.52M 16.92M 15.26M
Diluted EPS 7.09 1.71 0.92 0.77
Net profit margin 42.87% 5.75% 3.19% 2.65%
Operating income 48.19M 23.31M 23.65M
Net change in cash 4.51M -5.91M -821K 284K
Cash on hand 22.01M 17.5M 23.41M 24.23M

Financial data from company earnings reports

Recent insider trades

IHC insider ownership history Insider history
Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
20 Nov 19 Ronald I Simon Common Stock Other Aquire J No 0 2,475 0 33,950
20 Nov 19 Ronald I Simon Common Stock Other Dispose J No 0 2,475 0 12,950
14 Nov 19 Ronald I Simon Common Stock Sell Dispose S No 40.1 300 12.03K 32,175
14 Nov 19 Ronald I Simon Common Stock Sell Dispose S No 40.15 350 14.05K 31,825
14 Nov 19 Ronald I Simon Common Stock Sell Dispose S No 40.23 350 14.08K 31,475
12 Nov 19 John L Lahey Common Stock Grant Aquire A No 0 2,475 0 33,000
23 Aug 19 Roy T K Thung Common Stock Gift Dispose G No 0 5,000 0 245,198
19 Jul 19 Roy T K Thung Common Stock Gift Dispose G No 0 10,000 0 250,198
19 Jul 19 Roy T K Thung Common Stock Gift Dispose G No 0 10,000 0 240,198
10 Jan 19 Roy T K Thung Common Stock Gift Dispose G No 0 27,500 0 230,198
Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2020

IHC institutional ownership history Ownership history
20.2% owned by funds/institutions
13F holders
 Current Prev Q Change
Total holders 53 60 -11.7%
Opened positions 1 6 -83.3%
Closed positions 8 1 +700.0%
Increased positions 17 23 -26.1%
Reduced positions 23 13 +76.9%
13F shares
 Current Prev Q Change
Total value 115.98M 176.38M -34.2%
Total shares 2.98M 2.96M +0.9%
Total puts 0 0
Total calls 0 0
Total put/call ratio – – –
Largest owners
 Shares Value Change
Arnhold 508.79K $13.01M -0.1%
Cannell Capital 322.24K $8.24M +25.4%
BLK BlackRock 298.63K $7.63M +1.6%
TCW 246.56K $6.3M +9.5%
Dimensional Fund Advisors 241.67K $6.18M +0.5%
Vanguard 221.69K $5.67M +0.8%
Royce & Associates 210.52K $5.38M 0.0%
Atom Investors 187.34K $4.79M -5.1%
STT State Street 115.49K $2.95M -0.9%
Bleichroeder 94.95K $2.43M -13.2%
Largest transactions
 Shares Bought/sold Change
Cannell Capital 322.24K +65.21K +25.4%
TCW 246.56K +21.3K +9.5%
Bridgeway Capital Management 24.76K -20.74K -45.6%
BAC Bank of America 32.76K +18.32K +126.8%
Bleichroeder 94.95K -14.48K -13.2%
Altium Wealth Management 0 -11.19K EXIT
ExodusPoint Capital Management 0 -10.72K EXIT
Atom Investors 187.34K -9.99K -5.1%
Nuveen Asset Management 20.55K +9.65K +88.6%
Renaissance Technologies 0 -9.57K EXIT
Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
New words: AAA, accelerate, accelerated, accelerating, accrual, AEP, AI, Aid, alongside, alternative, AMT, Android, announced, automation, bear, breach, bridging, Brokerage, build, California, cancelled, carryback, clear, complement, Connecticut, constrained, contemplated, Count, decide, deep, densely, depreciable, depreciation, discontinued, disruption, domain, economy, efficiency, emergency, entry, everyday, evidence, evincing, Evolving, examination, face, fact, factor, field, fluid, formatted, fourth, franchise, fully, grace, handful, hardest, harnessing, high, hiring, hit, home, hope, IAIC, implemented, impressive, incentive, Increasingly, infrastructure, instability, INSX, intent, IOS, issuer, Jersey, knowledge, lack, largescale, led, legislation, licensure, lifetime, LTV, mandated, MarTech, media, membership, MetLife, minimum, multiple, online, outbreak, ownership, package, page, pandemic, percent, policyholder, populated, predict, predominately, prejudice, produce, produced, property, proprietary, recoup, relationship, remotely, renew, renewal, reopened, repay, resell, resold, response, retroactive, rewarded, safety, salvage, science, site, Slower, social, spread, successful, target, taxable, team, telehealth, temporarily, tender, Torchlight, training, travel, treatment, unable, unfold, unmistakable, unprecedented, unused, varying, vast, volatile, volatility, waiving, WBE, web, wellbeing, widespread, World
Removed: account, administration, amounted, ancillary, animal, appraisal, arrangement, assessing, base, blended, broadest, callable, case, code, complex, country, customer, delivering, digital, discounted, diversified, doubled, effort, enrolling, equipment, exempt, exercise, expedient, expired, footprint, grant, growing, hindsight, HIP, import, Incorporate, Initially, intrinsic, iv, leased, linking, MBS, mobile, narrow, nonemployee, obligated, office, organic, pertaining, positive, practical, proportionate, prospectively, quoting, ramping, recent, reclassify, reducing, reduction, reliable, retrospectively, satisfy, scalable, select, serve, sharebased, shared, single, situated, spectrum, stage, stop, supporting, taker, technological, tool, traffic, transfer, unamortized, uniquely, USAA, veterinarian, weighted, welfare, withholding
From filing 10-Q 2020 Q1

Financial reports

View all
10-Q
2020 Q1
Quarterly report
8 May 20
10-K/A
2019 FY
Annual report (amended)
23 Apr 20
10-K/A
2019 FY
Annual report (amended)
16 Mar 20
10-K
2019 FY
Annual report
16 Mar 20
10-Q
2019 Q3
Quarterly report
8 Nov 19
10-Q
2019 Q2
Quarterly report
8 Aug 19
10-Q
2019 Q1
Quarterly report
8 May 19
10-K/A
2018 FY
Annual report (amended)
29 Apr 19
10-K
2018 FY
Annual report
15 Mar 19
10-Q
2018 Q3
Quarterly report
8 Nov 18

Current reports

View all
8-K
Results of Operations and Financial Condition
8 May 20
8-K
Other Events
24 Apr 20
8-K
Independence Holding Company Announces Intention to Commence Tender Offer
20 Apr 20
8-K/A
Financial Statements and Exhibits
9 Apr 20
8-K
Departure of Directors or Certain Officers
24 Mar 20
8-K
Results of Operations and Financial Condition
16 Mar 20
8-K
Submission of Matters to a Vote of Security Holders
12 Nov 19
8-K
1 1 201 9 Annual Meeting of Stockholders November 1 2 , 201 9 Independence Holding Company © 2017 The IHC Group
12 Nov 19
8-K
Results of Operations and Financial Condition
8 Nov 19
8-K
Results of Operations and Financial Condition
7 Aug 19

Registration and prospectus

View all
SC TO-I/A
Issuer tender offer statement (amended)
27 May 20
SC TO-I/A
Issuer tender offer statement (amended)
22 May 20
SC TO-I/A
Issuer tender offer statement (amended)
1 May 20
SC TO-I
Issuer tender offer statement
24 Apr 20
SC TO-C
Information about tender offer
20 Apr 20
SC TO-I/A
Issuer tender offer statement (amended)
30 Jun 17
SC TO-I/A
Issuer tender offer statement (amended)
27 Jun 17
SC TO-I/A
Issuer tender offer statement (amended)
16 Jun 17
SC TO-I
Issuer tender offer statement
26 May 17
S-8
Registration of securities for employees
23 May 17

Proxies

View all
DEFA14A
Additional proxy soliciting materials
3 Oct 19
DEF 14A
Definitive proxy
3 Oct 19
DEFA14A
Additional proxy soliciting materials
3 Oct 18
DEF 14A
Definitive proxy
3 Oct 18
DEF 14A
Definitive proxy
26 Sep 17
DEFA14A
Additional proxy soliciting materials
26 Sep 17
DEF 14A
Definitive proxy
11 Oct 16
DEFA14A
Additional proxy soliciting materials
11 Oct 16
DEFA14A
Additional proxy soliciting materials
13 Apr 15
DEF 14A
Definitive proxy
2 Apr 15

Other

View all
CORRESP
Correspondence with SEC
28 Jul 16
CORRESP
Correspondence with SEC
25 Jul 16
EFFECT
Notice of effectiveness
15 Nov 13
CORRESP
Correspondence with SEC
13 Sep 13
CORRESP
Correspondence with SEC
15 Jul 11
EFFECT
Notice of effectiveness
15 Jul 11
CORRESP
Correspondence with SEC
13 Jul 11
CORRESP
Correspondence with SEC
23 Jun 11
UPLOAD
Letter from SEC
21 Jun 11
UPLOAD
Letter from SEC
24 May 11

Ownership

View all
5/A
INDEPENDENCE HOLDING / ROY T K THUNG ownership change
20 Feb 20
5
INDEPENDENCE HOLDING / ROY T K THUNG ownership change
14 Feb 20
4
INDEPENDENCE HOLDING / RONALD I SIMON ownership change
21 Nov 19
4
INDEPENDENCE HOLDING / RONALD I SIMON ownership change
18 Nov 19
4
INDEPENDENCE HOLDING / JOHN L LAHEY ownership change
13 Nov 19
4
INDEPENDENCE HOLDING / ALLAN C KIRKMAN ownership change
13 Nov 19
4
INDEPENDENCE HOLDING / RONALD I SIMON ownership change
13 Nov 19
4
INDEPENDENCE HOLDING / JAMES G TATUM ownership change
13 Nov 19
5
INDEPENDENCE HOLDING / ROY T K THUNG ownership change
13 Feb 19
3
INDEPENDENCE HOLDING / Vincent J. Furfaro ownership change
11 Jan 19