Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN FINANCIAL GROUP INCAFG · Entity 743 | Director · Executive Vice President | February 25, 2020 | February 27, 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.
AMERICAN FINANCIAL GROUP INC
Report date February 25, 2020 · Filed February 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,093 |
Reported balance
After 2020-02-25 transaction · row 1
1 source rowRow 1 · 2020-02-25 · Grant · Acquired 7,674 · Balance 214,093 F1: Represents the grant of restricted stock from the Issuer that vests four years from the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectESPP | 2,519.7945 |
Reported balance
Holding disclosure · report date 2020-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,519.7945 F2: Shares allocated to the Reporting Person's account under the Issuer's Employee Stock Purchase Plan ("ESPP"). All ESPP information reporting herein is based on a plan statement dated as of 12/31/2019. |
| Common Stock HoldingSEC Table I · non-derivative | IndirectESPP DRIP | 166.5264 |
Reported balance
Holding disclosure · report date 2020-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 166.5264 F3: Represents shares purchased by the Reporting Person through dividend reinvestment with the Issuer's Employee Stock Purchase Plan ("ESPP"). All ESPP DRIP information reporting herein is based on a plan statement dated as of 12/31/2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock from the Issuer that vests four years from the date of grant.
F2: Shares allocated to the Reporting Person's account under the Issuer's Employee Stock Purchase Plan ("ESPP"). All ESPP information reporting herein is based on a plan statement dated as of 12/31/2019.
F3: Represents shares purchased by the Reporting Person through dividend reinvestment with the Issuer's Employee Stock Purchase Plan ("ESPP"). All ESPP DRIP information reporting herein is based on a plan statement dated as of 12/31/2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
National Interstate CORP
Report date November 10, 2016 · Filed November 14, 2016
Section 16 reporting ended · disclosed 2016-11-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares ($0.01 par value)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-11-10 transaction · row 1
1 source rowRow 1 · 2016-11-10 · Disposition to issuer · Disposed 9,479 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 25, 2016, by and among Great American Insurance Company, GAIC Alloy, Inc., and National Interstate Corporation (the "Company"), as amended by Amendment No. 1, dated as of August 15, 2016 (the "Agreement and Plan of Merger"). Pursuant to the Agreement and Plan of Merger, effective as of November 10, 2016, the Company's common shares were automatically cancelled and converted into the the right to receive $32.00 per share in cash. In addition, the Company declared a special cash dividend of $0.50 per common share payable to shareholders of record immediately prior to the effective time of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 25, 2016, by and among Great American Insurance Company, GAIC Alloy, Inc., and National Interstate Corporation (the "Company"), as amended by Amendment No. 1, dated as of August 15, 2016 (the "Agreement and Plan of Merger"). Pursuant to the Agreement and Plan of Merger, effective as of November 10, 2016, the Company's common shares were automatically cancelled and converted into the the right to receive $32.00 per share in cash. In addition, the Company declared a special cash dividend of $0.50 per common share payable to shareholders of record immediately prior to the effective time of the merger.
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 25, 2020 Filed Feb 27, 2020 21:17 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 7,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013409 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,093 F1 · shares: Represents the grant of restricted stock from the Issuer that vests four years from the date of grant. Read SEC document |
| February 23, 2020 Filed Feb 25, 2020 21:05 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 3,727 | $110.80 | $412,951.60 |
DisclosureSEC source: 0001209191-20-012416 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,419 F1 · shares: Represents shares withheld by the Issuer to satisfy taxes payable in connection with the vesting of previously awarded shares of restricted stock. Read SEC document |
| May 08, 2019 Filed May 10, 2019 20:32 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionStock Option Exercise · Derivative | 5,000 | $0.00 Strike: $56.44 | $0.00 |
DisclosureSEC source: 0001209191-19-028937 · doc4.xml · derivative · entry 6 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2024-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These Employee Stock Options become exercisble in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 08, 2019 Filed May 10, 2019 20:32 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionStock Option Exercise · Derivative | 5,000 | $0.00 Strike: $63.15 | $0.00 |
DisclosureSEC source: 0001209191-19-028937 · doc4.xml · derivative · entry 5 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2025-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These Employee Stock Options become exercisble in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| May 08, 2019 Filed May 10, 2019 20:32 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionCommon Stock | 5,000 | $56.44 | $282,200.00 |
DisclosureSEC source: 0001209191-19-028937 · doc4.xml · nonDerivative · entry 2 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,146 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 08, 2019 Filed May 10, 2019 20:32 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionCommon Stock | 5,000 | $63.15 | $315,750.00 |
DisclosureSEC source: 0001209191-19-028937 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,146 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2019 Filed Feb 27, 2019 21:04 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 8,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014026 · doc4.xml · nonDerivative · entry 2 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,144 F2 · shares: Represents the grant of restricted stock from the Issuer that vests four years from the date of grant. Read SEC document |
| February 23, 2019 Filed Feb 27, 2019 21:04 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 1,777 | $99.33 | $176,504.97 |
DisclosureSEC source: 0001209191-19-014026 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,084 F1 · shares: Represents shares withheld by the Issuer to satisfy taxes payable in connection with the vesting of previously awarded shares of restricted stock. Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 20:06 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionEmployee Stock Option Exercise · Derivative | 15,000 | $0.00 Strike: $63.15 | $0.00 |
DisclosureSEC source: 0001209191-18-054669 · doc4.xml · derivative · entry 7 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common · 15,000 shares Expires 2025-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These Employee Stock Options become exercisble in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 20:06 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionEmployee Stock Option Exercise · Derivative | 20,000 | $0.00 Strike: $56.44 | $0.00 |
DisclosureSEC source: 0001209191-18-054669 · doc4.xml · derivative · entry 6 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common · 20,000 shares Expires 2024-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These Employee Stock Options become exercisble in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 20:06 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionEmployee Stock Option Exercise · Derivative | 25,000 | $0.00 Strike: $44.01 | $0.00 |
DisclosureSEC source: 0001209191-18-054669 · doc4.xml · derivative · entry 5 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 25,000 shares Expires 2023-02-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These Employee Stock Options become exercisble in five equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 20:06 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionCommon Stock | 15,000 | $63.15 | $947,250.00 |
DisclosureSEC source: 0001209191-18-054669 · doc4.xml · nonDerivative · entry 3 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,543 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 20:06 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionCommon Stock | 20,000 | $56.44 | $1,128,800.00 |
DisclosureSEC source: 0001209191-18-054669 · doc4.xml · nonDerivative · entry 2 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,543 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 20:06 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Exercise / conversionCommon Stock | 25,000 | $44.01 | $1,100,250.00 |
DisclosureSEC source: 0001209191-18-054669 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,543 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 20:24 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 4,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019557 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,067 F1 · kind: Stock award from the Issuer made under the Senior Executive Equity Bonus Plan. Read SEC document |
| March 12, 2018 Filed Mar 15, 2018 20:55 UTC Amendment | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 5,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019887 · doc4a.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,543 F1 · kind: Stock award from the Issuer made under the Senior Executive Equity Bonus Plan. F2 · shares: Amendment is to correct an administrative error with the number of shares issued. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 20:44 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 1,992 | $112.23 | $223,562.16 |
DisclosureSEC source: 0001209191-18-013836 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,258 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:03 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 7,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012915 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,250 F1 · shares: Represents the grant of restricted stock from the Issuer that vests four years from the date of grant. Read SEC document |
| March 15, 2017 Filed Mar 15, 2017 20:19 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020799 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,160 F1 · kind: Stock award from the Issuer made under the Senior Executive Equity Bonus Plan. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 21:29 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | GrantCommon Stock | 8,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013784 · doc4.xml · nonDerivative · entry 2 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,641 F1 · kind: Represents the grant of restricted stock from the Issuer that vests four years from the date of grant. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:29 UTC | AMERICAN FINANCIAL GROUP INC AFG · Entity 743 | Tax withholdingCommon Stock | 4,042 | $93.98 | $379,867.16 |
DisclosureSEC source: 0001209191-17-013784 · doc4.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,166 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:45 UTC | National Interstate CORP NATL · Entity 181103 | Disposition to issuerCommon Shares ($0.01 par value) | 9,479 | $32.00 | $303,328.00 |
DisclosureSEC source: 0001301106-16-000226 · wf-form4_147916711984051.xml · nonDerivative · entry 1 Consolino Joseph E · CIK 0001364007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 25, 2016, by and among Great American Insurance Company, GAIC Alloy, Inc., and National Interstate Corporation (the "Company"), as amended by Amendment No. 1, dated as of August 15, 2016 (the "Agreement and Plan of Merger"). Pursuant to the Agreement and Plan of Merger, effective as of November 10, 2016, the Company's common shares were automatically cancelled and converted into the the right to receive $32.00 per share in cash. In addition, the Company declared a special cash dividend of $0.50 per common share payable to shareholders of record immediately prior to the effective time of the merger. 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.