Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGIC INVESTMENT CORPMTG · Entity 791 | Director | February 28, 2020 | June 11, 2020 |
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.
MGIC INVESTMENT CORP
Report date February 28, 2020 · Filed June 11, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Share UnitsSEC Table II · derivative / convertible security | Direct | 30,668.2273 |
Reported balance
After 2020-02-28 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2020-02-28 · Grant · Acquired 149.6013 · Balance 30,668.2273 F1: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral. F2: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange. F3: This amended Form 4 is being filed to correct the number of share units that were acquired through the phantom dividend reinvestment. F4: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F5: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F6: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. F7: Balance as of February 28, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral.
F2: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.
F3: This amended Form 4 is being filed to correct the number of share units that were acquired through the phantom dividend reinvestment.
F4: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units.
F5: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person.
F6: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled.
F7: Balance as of February 28, 2020.
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 |
|---|---|---|---|---|---|---|
| February 28, 2020 Filed Mar 2, 2020 16:43 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 192.0899 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001839 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,710.7159 Underlying: Common Stock · 192.0899 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange. F3 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4 · derivative.exercise_date: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F5 · derivative.expiration_date: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. Read SEC document |
| February 28, 2020 Filed Jun 11, 2020 20:41 UTC Amendment | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 149.6013 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004439 · primarydocument.xml · derivative · entry 1 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,668.2273 Underlying: Common Stock · 149.6013 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange. F3 · shares: This amended Form 4 is being filed to correct the number of share units that were acquired through the phantom dividend reinvestment. F4 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F6 · derivative.expiration_date: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. F7 · balance_after: Balance as of February 28, 2020. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 20:58 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 8,667.6745 | $14.05 | $121,780.83 |
DisclosureSEC source: 0001562180-20-001292 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,518.626 Underlying: Common Stock · 8,667.6745 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange. F3 · derivative.exercise_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. F3 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:09 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 7,315.289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-000646 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,186.3005 Underlying: Common Stock · 7,315.289 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange. F3 · price: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F4 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2021 unless a qualified election for a later distribution was made by the reporting person. F5 · derivative.expiration_date: These Share Units do not expire on a fixed date. They are settled in cash on a specified date, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| November 25, 2019 Filed Nov 25, 2019 17:39 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 135.3334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005680 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,871.0115 Underlying: Common Stock · 135.3334 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4 · derivative.exercise_date: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F5 · derivative.expiration_date: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. Read SEC document |
| September 20, 2019 Filed Sep 23, 2019 17:07 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 146.3591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-004914 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,735.6781 Underlying: Common Stock · 146.3591 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4 · derivative.exercise_date: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F5 · derivative.expiration_date: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. Read SEC document |
| February 15, 2019 Filed Mar 5, 2019 22:08 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 6,325.1107 | $12.55 | $79,380.14 |
DisclosureSEC source: 0001562180-19-001710 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,589.319 Underlying: Common Stock · 6,325.1107 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · date: Due to an administrative error, the Company did not report the transaction on behalf of the reporting person in a timely manner. F4 · derivative.exercise_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. F4 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 20:13 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 8,591.0653 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000420 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,914.4297 Underlying: Common Stock · 8,591.0653 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_price: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution was made by the reporting person. F4 · price: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2020 unless a qualified election for later distribution was made by the reporting person. F6 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units awarded on January 22, 2018 and on this transaction date are settled in cash ten business days after February 1, 2019 and 2020, respectively, unless a qualified election for later distribution was made by the reporting person. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:12 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 9,606.1479 | $14.13 | $135,734.87 |
DisclosureSEC source: 0001562180-18-001056 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,323.3644 Underlying: Common Stock · 9,606.1479 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. F3 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 22:01 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 6,325.1107 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000397 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,929.5123 Underlying: Common Stock · 6,325.1107 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on as one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_price: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F4 · price: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2019 unless a qualified election for later distribution is made by the reporting person. F6 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units awarded on this transaction date and on January 23, 2017 are settled in cash ten business days after February 1, 2019 and 2018, respectively, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 18:14 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 17,667.8445 | $11.17 | $197,349.82 |
DisclosureSEC source: 0001562180-17-000756 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,604.4016 Underlying: Common Stock · 17,667.8445 shares Expires not disclosed F1 · security: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. F3 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:18 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 9,606.1479 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000362 · primarydocument.xml · derivative · entry 2 CARR CASSANDRA C · CIK 0001103614 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,272.2461 Underlying: Common Stock · 9,606.1479 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_price: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F4 · price: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2018 unless a qualified election for later distribution is made by the reporting person. F6 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units awarded on this transaction, date and on January 25, 2016 are settled in cash ten business days after February 1, 2018 and 2017, respectively, unless a qualified election for later distribution is made by the reporting person. 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.