Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGIC INVESTMENT CORPMTG · Entity 791 | Director | August 20, 2026 | August 21, 2026 |
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 August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,621.9721 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 195.031 · Balance 35,621.9721 F1: Dividends paid on Restricted Stock Units awarded under the Issuer's Omnibus Incentive Plan. No price was paid by the reporting person for them. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 19,856.7496 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Grant · Acquired 108.717 · Balance 19,856.7496 F2: 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. F3: 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. F6: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividends paid on Restricted Stock Units awarded under the Issuer's Omnibus Incentive Plan. No price was paid by the reporting person for them.
F2: 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.
F3: 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.
F4: 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: 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.
F6: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units.
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 |
|---|---|---|---|---|---|---|
| November 25, 2020 Filed Nov 30, 2020 19:20 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 45.7655 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-006949 · primarydocument.xml · derivative · entry 1 Hartzell Jay C. · CIK 0001792128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,412.4698 Underlying: Common Stock · 45.7655 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 |
| August 28, 2020 Filed Aug 31, 2020 20:40 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 61.2876 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-005700 · primarydocument.xml · derivative · entry 1 Hartzell Jay C. · CIK 0001792128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366.7043 Underlying: Common Stock · 61.2876 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 |
| May 29, 2020 Filed Jun 2, 2020 13:48 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 65.1492 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004044 · primarydocument.xml · derivative · entry 1 Hartzell Jay C. · CIK 0001792128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,305.4167 Underlying: Common Stock · 65.1492 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 Mar 2, 2020 16:43 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 45.0744 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001842 · primarydocument.xml · derivative · entry 1 Hartzell Jay C. · CIK 0001792128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,240.2675 Underlying: Common Stock · 45.0744 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 |
| 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: 0001562180-20-000650 · primarydocument.xml · derivative · entry 1 Hartzell Jay C. · CIK 0001792128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,195.1931 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 17:40 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 7.9829 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005683 · primarydocument.xml · derivative · entry 1 Hartzell Jay C. · CIK 0001792128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879.9041 Underlying: Common Stock · 7.9829 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 |
| October 24, 2019 Filed Oct 25, 2019 17:29 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 1,871.9212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005254 · primarydocument.xml · derivative · entry 1 Hartzell Jay C. · CIK 0001792128 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,871.9212 Underlying: Common Stock · 1,871.9212 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, 2020 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, except that the Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2020. 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.