Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OLD REPUBLIC INTERNATIONAL CORPORI · Entity 1438 | Director | December 31, 2020 | February 08, 2021 |
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 December 31, 2020 · Filed February 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401-K | 132,207 |
Reported balance
After 2020-12-31 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-12-31 · Other · Acquired 9,270 · Balance 132,207 F1: This was a non-discretionary adjustment caused by the provisions of the Internal Revenue Code that requires minimum annual distribution from a 401-K account. While the number of Old Republic shares held by the Trustee did not change, the equivalent number of Old Republic shares held in Mr. Dew's account were increased by this distribution. |
| Common StockSEC Table I · non-derivative | Direct | 336,067 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 336,067 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 315,908 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 315,908 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 93,682 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 93,682 |
Filing footnotes · ownership attribution and instrument terms
F1: This was a non-discretionary adjustment caused by the provisions of the Internal Revenue Code that requires minimum annual distribution from a 401-K account. While the number of Old Republic shares held by the Trustee did not change, the equivalent number of Old Republic shares held in Mr. Dew's account were increased by this distribution.
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 |
|---|---|---|---|---|---|---|
| December 31, 2020 Filed Feb 8, 2021 22:32 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 9,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-21-000013 · wf-form5_161282351582698.xml · nonDerivative · entry 4 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401-K Disclosed balance after: 132,207 F1 · kind: This was a non-discretionary adjustment caused by the provisions of the Internal Revenue Code that requires minimum annual distribution from a 401-K account. While the number of Old Republic shares held by the Trustee did not change, the equivalent number of Old Republic shares held in Mr. Dew's account were increased by this distribution. Read SEC document |
| December 31, 2019 Filed Jan 8, 2020 17:32 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-20-000001 · wf-form5_157850474650492.xml · nonDerivative · entry 4 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401-K Disclosed balance after: 122,937 F1 · date: This filing reflects an adjustment caused by the provision of the Internal Revenue Code that requires minimum annual distributions from a 401-K account. The Reporting Person is entitled to a certain percentage of the assets held in a pooled retirement account, which holds shares of ORI Common Stock (the 401-K account). The number of shares held by the Reporting Person in the 401-K account is calculated by dividing the funds attributable to the Reporting Person by the share price of ORI Common Stock at any determination date. Although the Reporting Person received the required distribution mandated by the Internal Revenue Code, there was an increase in the value of the assets attributable to the Reporting Person in the 401-K account. That increase is expressed as the indicated additional shares of ORI Common Stock. F1 · kind: This filing reflects an adjustment caused by the provision of the Internal Revenue Code that requires minimum annual distributions from a 401-K account. The Reporting Person is entitled to a certain percentage of the assets held in a pooled retirement account, which holds shares of ORI Common Stock (the 401-K account). The number of shares held by the Reporting Person in the 401-K account is calculated by dividing the funds attributable to the Reporting Person by the share price of ORI Common Stock at any determination date. Although the Reporting Person received the required distribution mandated by the Internal Revenue Code, there was an increase in the value of the assets attributable to the Reporting Person in the 401-K account. That increase is expressed as the indicated additional shares of ORI Common Stock. Read SEC document |
| December 31, 2017 Filed Jan 26, 2018 18:28 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-18-000005 · primary_doc.xml · nonDerivative · entry 3 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 93,682 F3 · kind: No transactions to report related to this indirect ownership of 93,682 shares. Read SEC document |
| December 31, 2017 Filed Jan 26, 2018 18:28 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-18-000005 · primary_doc.xml · nonDerivative · entry 2 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 315,908 F2 · kind: No transactions to report related to this indirect ownership of 315,908 shares. Read SEC document |
| December 31, 2017 Filed Jan 26, 2018 18:28 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-18-000005 · primary_doc.xml · nonDerivative · entry 1 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,067 F1 · kind: No transactions to report related to this direct ownership of 336,067 shares. Read SEC document |
| December 15, 2017 Filed Jan 26, 2018 18:28 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-18-000005 · primary_doc.xml · nonDerivative · entry 4 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401-K Disclosed balance after: 118,461 F4 · kind: This was a non-discretionary disposition caused by the provisions of the Internal Revenue Code that requires minimum annual distribution from a 401-K account. The equivalent number of Old Republic shares held in Mr. Dew's account were reduced by this distribution. Read SEC document |
| December 31, 2016 Filed Jan 9, 2017 19:46 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-17-000001 · primary_doc.xml · nonDerivative · entry 3 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 93,682 F3 · kind: No transactions to report related to this indirect ownership of 93,682 shares. Read SEC document |
| December 31, 2016 Filed Jan 9, 2017 19:46 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-17-000001 · primary_doc.xml · nonDerivative · entry 2 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 315,908 F2 · kind: No transactions to report related to this indirect ownership of 315,908 shares. Read SEC document |
| December 31, 2016 Filed Jan 9, 2017 19:46 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-17-000001 · primary_doc.xml · nonDerivative · entry 1 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,067 F1 · kind: No transactions to report related to this direct ownership of 336,067 shares. Read SEC document |
| December 14, 2016 Filed Jan 9, 2017 19:46 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-17-000001 · primary_doc.xml · nonDerivative · entry 4 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401-K Disclosed balance after: 124,338 F4 · kind: This was a non-discretionary disposition caused by the provisions in the Internal Revenue Code that requires minimum annual distribution from a 401-K account. While the number of Old Republic shares held by the Trustee did not change, the equivalent number of Old Republic shares held in Mr. Dew's account were reduced by this distribution. F4 · price: This was a non-discretionary disposition caused by the provisions in the Internal Revenue Code that requires minimum annual distribution from a 401-K account. While the number of Old Republic shares held by the Trustee did not change, the equivalent number of Old Republic shares held in Mr. Dew's account were reduced by this distribution. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 13:47 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-16-000136 · primary_doc.xml · nonDerivative · entry 4 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401-K Disclosed balance after: 122,759 F3 · kind: No transactions to report related to this indirect ownership of 122,759 shares. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 13:47 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-16-000136 · primary_doc.xml · nonDerivative · entry 3 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 93,682 F2 · kind: No transactions to report related to this indirect ownership of 93,682 shares. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 13:47 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | OtherCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000074260-16-000136 · primary_doc.xml · nonDerivative · entry 2 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,067 F1 · kind: No transactions to report related to this direct ownership of 336,067 shares. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 13:47 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | PurchaseCommon Stock | 8,000 | $16.86 | $134,880.00 |
DisclosureSEC source: 0000074260-16-000136 · primary_doc.xml · nonDerivative · entry 1 DEW JIMMY A · CIK 0001185431 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 315,908 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.