Tapewire

Nasdaq · USD

GBLI

Global Indemnity Group, LLC

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Tapewire entity
5587
SEC CIK
0001494904
Parsed reports
445

Last 12 months

Inside the activity.

1 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 19, 2025 Filed May 21, 2025 22:15 UTC
FOX SAUL ADirector · 10% owner
PurchaseClass A Common Shares 1,908 $31.05 $59,243.40
Disclosure

SEC source: 0000950170-25-075910 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,820,593

F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $30.50 to $31.50. The reporting person undertakes to provide to Global Indemnity Group, LLC, any security holder of Global Indemnity Group, LLC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4.

F2 · ownership.nature: Includes 1,135,258 Class A Common Shares ("A Common Shares") held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 Class B Common Shares ("B Common Shares"). The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

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May 14, 2025 Filed May 16, 2025 00:52 UTC
FOX SAUL ADirector · 10% owner
PurchaseClass A Common Shares 22,400 $30.31 $678,944.00
Disclosure

SEC source: 0000950170-25-073057 · ownership.xml · nonDerivative · entry 3

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,818,685

F5 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $30.15 to $30.64. The reporting person undertakes to provide to Global Indemnity Group, LLC, any security holder of Global Indemnity Group, LLC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (3) to this Form 4.

F6 · ownership.nature: Includes 1,133,350 A Common Shares held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 B Common Shares. The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

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May 14, 2025 Filed May 15, 2025 20:02 UTC
BROWN JOSEPH WDirector · Chief Executive
PurchaseClass A Common Shares 5,000 $30.00 $150,000.00
Disclosure

SEC source: 0000950170-25-072556 · ownership.xml · nonDerivative · entry 1

BROWN JOSEPH W · CIK 0001205159 · Director · Chief Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,404

Read SEC document
May 13, 2025 Filed May 16, 2025 00:52 UTC
FOX SAUL ADirector · 10% owner
PurchaseClass A Common Shares 1,400 $30.22 $42,308.00
Disclosure

SEC source: 0000950170-25-073057 · ownership.xml · nonDerivative · entry 2

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,796,285

F3 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $30.10 to $30.44. The reporting person undertakes to provide to Global Indemnity Group, LLC, any security holder of Global Indemnity Group, LLC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4.

F4 · ownership.nature: Includes 1,110,950 A Common Shares held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 B Common Shares. The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

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May 13, 2025 Filed May 16, 2025 00:52 UTC
FOX SAUL ADirector · 10% owner
PurchaseClass A Common Shares 10,000 $29.05 $290,500.00
Disclosure

SEC source: 0000950170-25-073057 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,794,885

F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $28.70 to $29.35. The reporting person undertakes to provide to Global Indemnity Group, LLC, any security holder of Global Indemnity Group, LLC, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4.

F2 · ownership.nature: Includes 1,109,550 Class A Common Shares ("A Common Shares") held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 Class B Common Shares ("B Common Shares"). The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

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May 12, 2025 Filed May 14, 2025 20:26 UTC
BROWN JOSEPH WDirector · Chief Executive
PurchaseClass A Common Shares 5,000 $28.45 $142,273.00
Disclosure

SEC source: 0000950170-25-071471 · ownership.xml · nonDerivative · entry 1

BROWN JOSEPH W · CIK 0001205159 · Director · Chief Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,404

Read SEC document
March 31, 2025 Filed Apr 2, 2025 21:15 UTC
FOX SAUL ADirector · 10% owner
GrantClass A Common Shares 4,623 $35.09 $162,221.07
Disclosure

SEC source: 0000950170-25-049572 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,784,885

F1 · shares: Represents a grant of 2,913 Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,710 A Common Shares granted as a tax gross-up.

F2 · ownership.nature: Includes 1,099,550 A Common Shares held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 Class B Common Shares ("B Common Shares"). The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 21:09 UTC GrantClass A Common Shares 2,284 $35.09 $80,145.56
Disclosure

SEC source: 0000950170-25-049553 · ownership.xml · nonDerivative · entry 1

Karlinsky Fred Evan · CIK 0002004698 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,460

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

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March 31, 2025 Filed Apr 2, 2025 21:13 UTC
Gersch SethDirector
GrantClass A Common Shares 4,524 $35.09 $158,747.16
Disclosure

SEC source: 0000950170-25-049563 · ownership.xml · nonDerivative · entry 1

Gersch Seth · CIK 0001426085 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,458

F1 · shares: Represents a grant of 2,850 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,674 vested A Common Shares granted as a tax gross-up.

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March 31, 2025 Filed Apr 2, 2025 20:58 UTC GrantClass A Common Shares 2,596 $35.09 $91,093.64
Disclosure

SEC source: 0000950170-25-049515 · ownership.xml · nonDerivative · entry 1

McGeehan Thomas · CIK 0001433568 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,940

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
March 31, 2025 Filed Apr 2, 2025 21:06 UTC GrantClass A Common Shares 2,462 $35.09 $86,391.58
Disclosure

SEC source: 0000950170-25-049546 · ownership.xml · nonDerivative · entry 1

Lederman bruce r · CIK 0001364461 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,284

F1 · shares: Represents a grant of 1,903 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 559 vested A Common Shares granted as a tax gross-up.

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March 14, 2025 Filed Mar 18, 2025 16:01 UTC
Reddy Praveen KothaPres/CEO, Penn-America UW LLC
PurchaseClass A Common Shares 1,500 $35.96 $53,940.00
Disclosure

SEC source: 0000950170-25-041125 · ownership.xml · nonDerivative · entry 1

Reddy Praveen Kotha · CIK 0002060631 · Pres/CEO, Penn-America UW LLC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500

Read SEC document
March 06, 2025 Filed Mar 14, 2025 20:04 UTC
FOX SAUL ADirector · 10% owner
GrantClass A-2 Common Shares 550,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-039396 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 550,000

F1 · shares: Represents a grant of A-2 Common Shares to Fox Paine & Company, LLC in recognition of its services for the conceived, designed, and directed successful completion of the Issuer's internal reorganization.

F2 · ownership.nature: Common Shares owned indirectly by Fox Paine Global, Inc. through its ownership in Fox Paine & Company, LLC, which holds 550,000 A-2 Common Shares. Mr. Fox is a director of Fox Paine Global, Inc. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

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March 06, 2025 Filed Apr 2, 2025 20:54 UTC Amendment
FOX SAUL ADirector · 10% owner
GrantClass A-2 Common Shares 550,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-049501 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 550,000

F1 · shares: Represents a grant of A-2 Common Shares to Fox Paine & Company, LLC in recognition of its services for the conceived, designed, and directed successful completion of the Issuer's internal reorganization.

F2 · balance_after: The Reporting Person's Form 4 filed with the SEC on 3/14/2025 inadvertently omitted the Power of Attorney as an exhibit. The transactions reported in this Form 4/A are being re-reported solely to allow the filing of this amendment to attach the Power of Attorney. Except as otherwise noted in this footnote, all other information disclosed in the Reporting Person's original Form 4 was accurately reported.

F3 · ownership.nature: Common Shares owned indirectly by Fox Paine Global, Inc. through its ownership in Fox Paine & Company, LLC, which holds 550,000 A-2 Common Shares. Mr. Fox is a director of Fox Paine Global, Inc. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

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March 06, 2025 Filed Apr 22, 2026 20:11 UTC
Riley Brian JosephChief Financial Officer
GrantBook Value Rights · Derivative 11,384.5 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-170407 · ownership.xml · derivative · entry 1

Riley Brian Joseph · CIK 0001244955 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,384.5

Underlying: Class A Common Shares · 11,384.5 shares

Expires not disclosed

F1 · derivative.exercise_price: Book Value Rights ("BVRs") represent a contingent right to receive an amount of cash pursuant to the terms of the Notice of Book Value Rights Grant or Class A Common Shares of equal value as determined by the Issuer's board of directors. BVRs are awards indexed to Belmont Holdings GX, Inc.'s equity that may be settled in cash or Class A Common Shares.

F2 · derivative.exercise_date: Represents a grant of time-vested BVRs award in recognition of services rendered as an Officer of the Issuer. The BVRs vest as follows: (i) 33% on March 6, 2026, (ii) 33% on March 6, 2027, and (iii) 34% on March 6, 2028, in each case subject to the terms of the Notice of Book Value Rights Grant.

F2 · derivative.expiration_date: Represents a grant of time-vested BVRs award in recognition of services rendered as an Officer of the Issuer. The BVRs vest as follows: (i) 33% on March 6, 2026, (ii) 33% on March 6, 2027, and (iii) 34% on March 6, 2028, in each case subject to the terms of the Notice of Book Value Rights Grant.

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January 02, 2025 Filed Jan 16, 2025 21:30 UTC
BROWN JOSEPH WDirector · Chief Executive
GrantOption to Purchase Class A Common Shares (right to buy) · Derivative 50,000 $0.00 Strike: $36.25 $0.00
Disclosure

SEC source: 0000950170-25-006211 · ownership.xml · derivative · entry 1

BROWN JOSEPH W · CIK 0001205159 · Director · Chief Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 450,000

Underlying: Class A Common Shares · 50,000 shares

Expires 2032-01-02

F1 · shares: Options to purchase GBLI A Common Shares granted pursuant to the terms of Mr. Brown's January 17, 2024 Chief Executive Officer Agreement.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:02 UTC
FOX SAUL ADirector · 10% owner
GrantClass A Common Shares 5,118 $34.89 $178,567.02
Disclosure

SEC source: 0000950170-25-001118 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,780,262

F1 · shares: Represents a grant of 3,224 Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,894 A Common Shares granted as a tax gross-up.

F2 · ownership.nature: Includes 1,094,927 A Common Shares held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 Class B Common Shares ("B Common Shares"). The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:17 UTC GrantClass A Common Shares 2,149 $34.89 $74,978.61
Disclosure

SEC source: 0000950170-25-001195 · ownership.xml · nonDerivative · entry 1

Karlinsky Fred Evan · CIK 0002004698 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,176

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:19 UTC GrantClass A Common Shares 1,433 $34.89 $49,997.37
Disclosure

SEC source: 0000950170-25-001203 · ownership.xml · nonDerivative · entry 1

McGeehan Thomas · CIK 0001433568 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,344

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:12 UTC GrantClass A Common Shares 3,697 $34.89 $128,988.33
Disclosure

SEC source: 0000950170-25-001169 · ownership.xml · nonDerivative · entry 1

DONNER FRED ROBERT · CIK 0001363859 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,730

F1 · shares: Represents a grant of 2,329 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,368 vested A Common Shares granted as a tax gross-up.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:09 UTC GrantClass A Common Shares 3,411 $34.89 $119,009.79
Disclosure

SEC source: 0000950170-25-001158 · ownership.xml · nonDerivative · entry 1

Tolman Gary Charles · CIK 0001324265 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,436

F1 · shares: Represents a grant of 2,149 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,262 vested A Common Shares granted as a tax gross-up.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:06 UTC
Gersch SethDirector
GrantClass A Common Shares 4,549 $34.89 $158,714.61
Disclosure

SEC source: 0000950170-25-001146 · ownership.xml · nonDerivative · entry 1

Gersch Seth · CIK 0001426085 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 235,934

F1 · shares: Represents a grant of 2,866 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,683 vested A Common Shares granted as a tax gross-up.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 20:03 UTC
FOX SAUL ADirector · 10% owner
GrantClass A Common Shares 5,732 $31.16 $178,609.12
Disclosure

SEC source: 0000950170-24-111411 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,775,144

F1 · shares: Represents a grant of 3,611 Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 2,121 A Common Shares granted as a tax gross-up.

F2 · ownership.nature: Includes 1,089,809 A Common Shares held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 Class B Common Shares ("B Common Shares"). The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 20:12 UTC GrantClass A Common Shares 2,407 $31.16 $75,002.12
Disclosure

SEC source: 0000950170-24-111465 · ownership.xml · nonDerivative · entry 1

Karlinsky Fred Evan · CIK 0002004698 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,027

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 20:15 UTC GrantClass A Common Shares 1,352 $31.16 $42,128.32
Disclosure

SEC source: 0000950170-24-111471 · ownership.xml · nonDerivative · entry 1

McGeehan Thomas · CIK 0001433568 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,911

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 20:10 UTC GrantClass A Common Shares 4,138 $31.16 $128,940.08
Disclosure

SEC source: 0000950170-24-111456 · ownership.xml · nonDerivative · entry 1

DONNER FRED ROBERT · CIK 0001363859 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,033

F1 · shares: Represents a grant of 2,607 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,531 vested A Common Shares granted as a tax gross-up.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 20:08 UTC GrantClass A Common Shares 3,821 $31.16 $119,062.36
Disclosure

SEC source: 0000950170-24-111444 · ownership.xml · nonDerivative · entry 1

Tolman Gary Charles · CIK 0001324265 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,025

F1 · shares: Represents a grant of 2,407 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,414 vested A Common Shares granted as a tax gross-up.

Read SEC document
September 30, 2024 Filed Oct 2, 2024 20:06 UTC
Gersch SethDirector
GrantClass A Common Shares 5,094 $31.16 $158,729.04
Disclosure

SEC source: 0000950170-24-111429 · ownership.xml · nonDerivative · entry 1

Gersch Seth · CIK 0001426085 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 231,385

F1 · shares: Represents a grant of 3,209 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,885 vested A Common Shares granted as a tax gross-up.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 22:00 UTC
FOX SAUL ADirector · 10% owner
GrantClass A Common Shares 5,717 $31.23 $178,541.91
Disclosure

SEC source: 0000950170-24-080871 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,769,412

F1 · shares: Represents a grant of 3,602 Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 2,115 A Common Shares granted as a tax gross-up.

F2 · ownership.nature: Includes 1,084,077 A Common Shares held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 Class B Common Shares ("B Common Shares"). The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 18:00 UTC GrantClass A Common Shares 3,202 $31.23 $99,998.46
Disclosure

SEC source: 0000950170-24-080868 · ownership.xml · nonDerivative · entry 1

HURWITZ JASON B · CIK 0001099190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,311

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 22:00 UTC GrantClass A Common Shares 2,402 $31.23 $75,014.46
Disclosure

SEC source: 0000950170-24-080866 · ownership.xml · nonDerivative · entry 1

Karlinsky Fred Evan · CIK 0002004698 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,602

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 22:00 UTC GrantClass A Common Shares 4,130 $31.23 $128,979.90
Disclosure

SEC source: 0000950170-24-080872 · ownership.xml · nonDerivative · entry 1

DONNER FRED ROBERT · CIK 0001363859 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,895

F1 · shares: Represents a grant of 2,602 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,528 vested A Common Shares granted as a tax gross-up.

Read SEC document
June 30, 2024 Filed Jul 2, 2024 22:00 UTC GrantClass A Common Shares 800 $31.23 $24,984.00
Disclosure

SEC source: 0000950170-24-080870 · ownership.xml · nonDerivative · entry 1

McGeehan Thomas · CIK 0001433568 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,559

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

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June 30, 2024 Filed Jul 2, 2024 22:00 UTC
Gersch SethDirector
GrantClass A Common Shares 5,082 $31.23 $158,710.86
Disclosure

SEC source: 0000950170-24-080869 · ownership.xml · nonDerivative · entry 1

Gersch Seth · CIK 0001426085 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,291

F1 · shares: Represents a grant of 3,202 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,880 vested A Common Shares granted as a tax gross-up.

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June 30, 2024 Filed Jul 2, 2024 22:00 UTC GrantClass A Common Shares 3,812 $31.23 $119,048.76
Disclosure

SEC source: 0000950170-24-080867 · ownership.xml · nonDerivative · entry 1

Tolman Gary Charles · CIK 0001324265 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,204

F1 · shares: Represents a grant of 2,402 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,410 vested A Common Shares granted as a tax gross-up.

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June 18, 2024 Filed Jun 24, 2024 16:05 UTC
Ries Stephen WarrenSr. Vice President--Legal
Tax withholdingClass A Common Shares 2,066 $32.00 $66,112.00
Disclosure

SEC source: 0000950170-24-076706 · ownership.xml · nonDerivative · entry 1

Ries Stephen Warren · CIK 0002016559 · Sr. Vice President--Legal

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,200

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June 18, 2024 Filed Jun 24, 2024 20:10 UTC
Elliott David CSr. Vice President, Claims
Tax withholdingClass A Common Shares 2,422 $32.00 $77,504.00
Disclosure

SEC source: 0000950170-24-076718 · ownership.xml · nonDerivative · entry 1

Elliott David C · CIK 0001846717 · Sr. Vice President, Claims

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,487

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June 18, 2024 Filed Jun 24, 2024 20:09 UTC
Gibbons Thomas P.Executive VP & Chief Actuary
Tax withholdingClass A Common Shares 2,187 $32.00 $69,984.00
Disclosure

SEC source: 0000950170-24-076717 · ownership.xml · nonDerivative · entry 1

Gibbons Thomas P. · CIK 0001797893 · Executive VP & Chief Actuary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,707

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June 18, 2024 Filed Jun 24, 2024 20:07 UTC
Lam Stanley KSr Vice President-Penn-America
Tax withholdingClass A Common Shares 1,873 $32.00 $59,936.00
Disclosure

SEC source: 0000950170-24-076711 · ownership.xml · nonDerivative · entry 1

Lam Stanley K · CIK 0001846578 · Sr Vice President-Penn-America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,481

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May 15, 2024 Filed May 17, 2024 20:02 UTC
BROWN JOSEPH WDirector · Chief Executive
PurchaseClass A Common Shares 2,000 $32.00 $64,000.00
Disclosure

SEC source: 0000950170-24-061606 · ownership.xml · nonDerivative · entry 1

BROWN JOSEPH W · CIK 0001205159 · Director · Chief Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157,404

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May 13, 2024 Filed May 15, 2024 20:02 UTC
BROWN JOSEPH WDirector · Chief Executive
PurchaseClass A Common Shares 8,000 $32.47 $259,744.80
Disclosure

SEC source: 0000950170-24-060407 · ownership.xml · nonDerivative · entry 1

BROWN JOSEPH W · CIK 0001205159 · Director · Chief Executive

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155,404

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March 31, 2024 Filed Apr 2, 2024 20:06 UTC
FOX SAUL ADirector · 10% owner
GrantClass A Common Shares 5,976 $29.88 $178,562.88
Disclosure

SEC source: 0000950170-24-040142 · ownership.xml · nonDerivative · entry 1

FOX SAUL A · CIK 0001099187 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,763,695

F1 · shares: Represents a grant of 3,765 Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 2,211 A Common Shares granted as a tax gross-up.

F2 · ownership.nature: Includes 1,078,360 A Common Shares held by Mercury Assets Delaware LLC and Common Shares owned indirectly by Mercury Assets Delaware LLC through its limited partnership interest in Fox Mercury Investments, L.P., which holds 979,050 A Common Shares and 172,939 Class B Common Shares ("B Common Shares"). The sole member of Mercury Assets Delaware LLC is Benjerome Trust. Mr. Fox is the sole trustee of the Benjerome Trust. Mr. Fox disclaims beneficial ownership of these securities except to the extent of his indirect pecuniary interest therein.

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March 31, 2024 Filed Apr 2, 2024 16:17 UTC GrantClass A Common Shares 3,346 $29.88 $99,978.48
Disclosure

SEC source: 0000950170-24-040172 · ownership.xml · nonDerivative · entry 1

HURWITZ JASON B · CIK 0001099190 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,109

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

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March 31, 2024 Filed Apr 2, 2024 20:15 UTC GrantClass A Common Shares 2,510 $29.88 $74,998.80
Disclosure

SEC source: 0000950170-24-040168 · ownership.xml · nonDerivative · entry 1

Karlinsky Fred Evan · CIK 0002004698 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,218

F1 · shares: Represents a grant of vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer.

Read SEC document
March 31, 2024 Filed Apr 2, 2024 20:13 UTC GrantClass A Common Shares 4,316 $29.88 $128,962.08
Disclosure

SEC source: 0000950170-24-040161 · ownership.xml · nonDerivative · entry 1

DONNER FRED ROBERT · CIK 0001363859 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,765

F1 · shares: Represents a grant of 2,719 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,597 vested A Common Shares granted as a tax gross-up.

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March 31, 2024 Filed Apr 2, 2024 20:11 UTC GrantClass A Common Shares 3,984 $29.88 $119,041.92
Disclosure

SEC source: 0000950170-24-040157 · ownership.xml · nonDerivative · entry 1

Tolman Gary Charles · CIK 0001324265 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,392

F1 · shares: Represents a grant of 2,510 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,474 vested A Common Shares granted as a tax gross-up.

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March 31, 2024 Filed Apr 2, 2024 20:09 UTC
Gersch SethDirector
GrantClass A Common Shares 5,313 $29.88 $158,752.44
Disclosure

SEC source: 0000950170-24-040147 · ownership.xml · nonDerivative · entry 1

Gersch Seth · CIK 0001426085 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 221,209

F1 · shares: Represents a grant of 3,347 vested Class A Common Shares ("A Common Shares") in recognition of services rendered as a board member of the Issuer and GBLI Holdings, LLC, an indirect, wholly owned subsidiary of the Issuer and 1,966 vested A Common Shares granted as a tax gross-up.

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March 06, 2024 Filed Mar 14, 2024 20:09 UTC
Lam Stanley KSr Vice President-Penn-America
GrantOption to Purchase Class A Common Shares (right to buy) · Derivative 50,000 $0.00 Strike: $30.00 $0.00
Disclosure

SEC source: 0000950170-24-031477 · ownership.xml · derivative · entry 1

Lam Stanley K · CIK 0001846578 · Sr Vice President-Penn-America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Class A Common Shares · 50,000 shares

Expires 2029-03-06

F1 · derivative.exercise_date: Options to Purchase Class A Common Shares vest one-third on each of March 6, 2025, March 6, 2026 and March 6, 2027.

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March 06, 2024 Filed Mar 14, 2024 20:06 UTC
Elliott David CSr. Vice President, Claims
GrantOption to Purchase Class A Common Shares (right to buy) · Derivative 50,000 $0.00 Strike: $30.00 $0.00
Disclosure

SEC source: 0000950170-24-031466 · ownership.xml · derivative · entry 1

Elliott David C · CIK 0001846717 · Sr. Vice President, Claims

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Class A Common Shares · 50,000 shares

Expires 2029-03-06

F1 · derivative.exercise_date: Options to Purchase Class A Common Shares vest one-third on each of March 6, 2025, March 6, 2026 and March 6, 2027.

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March 06, 2024 Filed Mar 22, 2024 17:40 UTC
Hirst Alan DouglasChief Information Officer
GrantOption to Purchase Class A Common Shares (right to buy) · Derivative 50,000 $0.00 Strike: $30.00 $0.00
Disclosure

SEC source: 0000950170-24-035507 · ownership.xml · derivative · entry 1

Hirst Alan Douglas · CIK 0002016461 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Class A Common Shares · 50,000 shares

Expires 2029-03-06

F1 · derivative.exercise_date: Options to Purchase Class A Common Shares vest one-third on each of March 6, 2025, March 6, 2026 and March 6, 2027.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.