Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OLD REPUBLIC INTERNATIONAL CORPORI · Entity 1438 | Director | October 28, 2022 | November 09, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OLD REPUBLIC INTERNATIONAL CORP
Report date October 28, 2022 · Filed November 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAs Trustee of a two year GRAT Trust. | 0 |
Reported balance
After 2022-10-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-10-28 · Other · Disposed 84,883 · Balance 0 F1: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F2: Disposal by Trustee of the two year GRAT Trust of which Mr. Steiner was a beneficiary and trustee. |
| Common StockSEC Table I · non-derivative | Direct | 105,165 |
Reported balance
After 2022-10-28 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-10-28 · Other · Acquired 18,013 · Balance 105,165 F1: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F3: Acquired as a distribution from the two year GRAT by Mr. Steiner. |
| Common StockSEC Table I · non-derivative | Direct | 107,771 |
Reported balance
After 2022-10-28 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2022-10-28 · Other · Acquired 2,606 · Balance 107,771 F1: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F5: Acquired as a distribution from the three year GRAT by Mr. Steiner |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee of a three year GRAT Trust. | 95,596 |
Reported balance
After 2022-10-28 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-10-28 · Other · Disposed 2,606 · Balance 95,596 F1: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F4: Disposed by Trustee of the three year GRAT Trust of which Mr. Steiner was a beneficiary and trustee. |
| Common StockSEC Table I · non-derivative | IndirectAs Co-Trustee of the trusts for the benefit of Mr. Steiner's children. | 343,750 |
Reported balance
Holding disclosure · report date 2022-10-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 343,750 |
Filing footnotes · ownership attribution and instrument terms
F1: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership.
F2: Disposal by Trustee of the two year GRAT Trust of which Mr. Steiner was a beneficiary and trustee.
F3: Acquired as a distribution from the two year GRAT by Mr. Steiner.
F4: Disposed by Trustee of the three year GRAT Trust of which Mr. Steiner was a beneficiary and trustee.
F5: Acquired as a distribution from the three year GRAT by Mr. Steiner
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 28, 2022 Filed Nov 9, 2022 18:29 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-22-000072 · wf-form4_166801853210068.xml · nonDerivative · entry 5 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,771 F1 · kind: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F5 · ownership.direct: Acquired as a distribution from the three year GRAT by Mr. Steiner Read SEC document |
| October 28, 2022 Filed Nov 9, 2022 18:29 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-22-000072 · wf-form4_166801853210068.xml · nonDerivative · entry 4 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of a three year GRAT Trust. Disclosed balance after: 95,596 F1 · kind: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F4 · ownership.nature: Disposed by Trustee of the three year GRAT Trust of which Mr. Steiner was a beneficiary and trustee. Read SEC document |
| October 28, 2022 Filed Nov 9, 2022 18:29 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 18,013 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-22-000072 · wf-form4_166801853210068.xml · nonDerivative · entry 3 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,165 F1 · kind: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F3 · ownership.direct: Acquired as a distribution from the two year GRAT by Mr. Steiner. Read SEC document |
| October 28, 2022 Filed Nov 9, 2022 18:29 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 84,883 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-22-000072 · wf-form4_166801853210068.xml · nonDerivative · entry 2 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of a two year GRAT Trust. Disclosed balance after: 0 F1 · kind: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. F2 · ownership.nature: Disposal by Trustee of the two year GRAT Trust of which Mr. Steiner was a beneficiary and trustee. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 16:51 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 66,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-21-000103 · wf-form4_163578548894805.xml · nonDerivative · entry 3 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of two separate GRAT Trust of which Mr. Steiner is the sole beneficiary and trustee. Disclosed balance after: 183,085 F1 · kind: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 16:51 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 66,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-21-000103 · wf-form4_163578548894805.xml · nonDerivative · entry 2 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,152 F1 · kind: Transfer as an annuity payment of shares from indirect ownership by two separate GRAT trusts to direct ownership. Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 16:47 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-20-000111 · wf-form4_160407644246263.xml · nonDerivative · entry 3 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee of two separate GRAT Trust of which Mr. Steiner is the sole beneficiary and trustee. Disclosed balance after: 250,000 F1 · kind: Transfer of shares from direct ownership to indirect ownership by GRAT Trusts. Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 16:47 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-20-000111 · wf-form4_160407644246263.xml · nonDerivative · entry 2 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,237 F1 · kind: Transfer of shares from direct ownership to indirect ownership by GRAT Trusts. Read SEC document |
| September 11, 2019 Filed Sep 12, 2019 16:25 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | SaleCommon Stock | 47,250 | $22.60 | $1,067,850.00 |
DisclosureSEC source: 0000074260-19-000075 · wf-form4_156830553039159.xml · nonDerivative · entry 2 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-trustee of the Trusts for the benefit of Mr. Steiner's children Disclosed balance after: 343,750 Read SEC document |
| June 13, 2018 Filed Jun 13, 2018 20:33 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | SaleCommon Stock | 15,000 | $21.27 | $319,050.00 |
DisclosureSEC source: 0000074260-18-000045 · primary_doc.xml · nonDerivative · entry 3 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As co-trustee of the trusts for the benefit of Mr. Steiner's children Disclosed balance after: 391,000 Read SEC document |
| June 13, 2018 Filed Jun 13, 2018 20:33 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-18-000045 · primary_doc.xml · nonDerivative · entry 1 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,237 F1 · kind: No transactions to report related to this direct ownership of 270,237 shares. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 20:33 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | SaleCommon Stock | 25,000 | $21.10 | $527,500.00 |
DisclosureSEC source: 0000074260-18-000045 · primary_doc.xml · nonDerivative · entry 2 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As co-trustee of the trusts for the benefit of Mr. Steiner's children Disclosed balance after: 406,000 Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 17:56 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | SaleCommon Stock | 20,000 | $20.24 | $404,800.00 |
DisclosureSEC source: 0000074260-17-000044 · primary_doc.xml · nonDerivative · entry 2 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-trustee of a Trust for the benefit of Mr. Steiner's children. Disclosed balance after: 431,000 Read SEC document |
| June 16, 2017 Filed Jun 19, 2017 17:56 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-17-000044 · primary_doc.xml · nonDerivative · entry 1 STEINER ARNOLD L · CIK 0001185440 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,237 F1 · kind: No transactions to report related to this direct ownership of 270,237 shares. 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.