Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OLD REPUBLIC INTERNATIONAL CORPORI · Entity 1438 | SrVP Secretary,General Counsel | May 06, 2020 | May 06, 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.
OLD REPUBLIC INTERNATIONAL CORP
Report date May 06, 2020 · Filed May 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2020 Employee Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $16.17 · Expires 2030-03-16 | Direct | 45,000 |
Reported balance
After 2020-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-06 · Grant · Acquired 45,000 · Balance 45,000 F1: While the option was approved 03/17/20, notice was not provided to the option holder until May 6, 2020. F2: These shares vest and become exercisable each December 31 at the rate of 10% the first year, 15% the second year, 20% the third year, 25% the fourth year and 30% the fifth year. Also, vesting shall accelerate if the optionee dies, becomes disabled, retires or a change of control of the company occurs. For those optionees over age 65 and who have been employed for 10 years or more by the company on the date of the grant, 100% of the option shares vest immediately. |
Filing footnotes · ownership attribution and instrument terms
F1: While the option was approved 03/17/20, notice was not provided to the option holder until May 6, 2020.
F2: These shares vest and become exercisable each December 31 at the rate of 10% the first year, 15% the second year, 20% the third year, 25% the fourth year and 30% the fifth year. Also, vesting shall accelerate if the optionee dies, becomes disabled, retires or a change of control of the company occurs. For those optionees over age 65 and who have been employed for 10 years or more by the company on the date of the grant, 100% of the option shares vest immediately.
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 |
|---|---|---|---|---|---|---|
| May 06, 2020 Filed May 6, 2020 20:01 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | Grant2020 Employee Stock Option · Derivative | 45,000 | $0.00 Strike: $16.17 | $0.00 |
DisclosureSEC source: 0000074260-20-000054 · wf-form4_158879524700190.xml · derivative · entry 1 HEITKAMP JOHN R JR · CIK 0001769206 · SrVP Secretary,General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2030-03-16 F1 · date: While the option was approved 03/17/20, notice was not provided to the option holder until May 6, 2020. F2 · shares: These shares vest and become exercisable each December 31 at the rate of 10% the first year, 15% the second year, 20% the third year, 25% the fourth year and 30% the fifth year. Also, vesting shall accelerate if the optionee dies, becomes disabled, retires or a change of control of the company occurs. For those optionees over age 65 and who have been employed for 10 years or more by the company on the date of the grant, 100% of the option shares vest immediately. Read SEC document |
| May 09, 2019 Filed May 10, 2019 19:59 UTC | OLD REPUBLIC INTERNATIONAL CORP ORI · Entity 1438 | Grant2019 Employee Stock Option · Derivative | 40,000 | $0.00 Strike: $21.12 | $0.00 |
DisclosureSEC source: 0000074260-19-000035 · wf-form4_155751836635584.xml · derivative · entry 1 HEITKAMP JOHN R JR · CIK 0001769206 · SrVP Secretary,General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2029-03-19 F1 · date: Date of notice to the optionee. F2 · shares: These shares vest and become exercisable each December 31 at the rate of 10% the first year, 15% the second year, 20% the third year, 25% the fourth year and 30% the fifth year. Also, vesting shall accelerate if the optionee dies, becomes disabled, retires or a change of control of the company occurs. For those optionees over age 65 and who have been employed for 10 years or more by the company on the date of the grant, 100% of the option shares vest immediately. 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.