Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Brighthouse Financial, Inc.BHF · Entity 1737 | Director | June 02, 2026 | June 04, 2026 |
| 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.
Brighthouse Financial, Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,454 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Exercise / conversion · Acquired 4,556 · Balance 54,454 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-02 · Exercise / conversion · Disposed 4,556 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan (the "2017 Plan"). 2,837 RSUs were awarded for service as a Board member, and 1,719 RSUs were awarded for service as independent Chairman. F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,257 |
Reported balance
After 2026-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-02 · Grant · Acquired 4,257 · Balance 4,257 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock. F4: Award for service as a Board member pursuant to the 2017 Plan. 2,651 RSUs were awarded for service as a Board member, and 1,606 RSUs were awarded for service as independent Chairman. F5: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive one share of Brighthouse Financial, Inc. ("BHF") common stock.
F2: Award for service as a Board member pursuant to the Brighthouse Financial, Inc. 2017 Non-Management Director Stock Compensation Plan (the "2017 Plan"). 2,837 RSUs were awarded for service as a Board member, and 1,719 RSUs were awarded for service as independent Chairman.
F3: The RSUs vested on the date of the 2026 annual meeting of stockholders of BHF.
F4: Award for service as a Board member pursuant to the 2017 Plan. 2,651 RSUs were awarded for service as a Board member, and 1,606 RSUs were awarded for service as independent Chairman.
F5: The RSUs will vest on the earlier of the first anniversary of the grant date or the date of the 2027 annual meeting of stockholders of BHF.
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 | 44,868.0344 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 145.482 · Balance 44,868.0344 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 | 50,374.3261 |
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 275.801 · Balance 50,374.3261 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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 4, 2017 17:43 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 3,084.8963 | $10.13 | $31,250.00 |
DisclosureSEC source: 0001562180-17-001400 · primarydocument.xml · derivative · entry 2 CHAPLIN C EDWARD · CIK 0001237570 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,432.0539 Underlying: Common Stock · 3,084.8963 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 acquired by the reporting person through, among other ways, compensation deferral. Dividends which would have been received on shares represented by Share Units are also invested in Share Units. The Share Units are settled in cash, generally at the time the reporting person ceases to be a Director of the Issuer. 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 · price: These Share Units are acquired through compensation deferral. F4 · derivative.exercise_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) F4 · derivative.expiration_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) Read SEC document |
| February 01, 2017 Filed Feb 1, 2017 21:37 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | ConversionShare Units · Derivative | 19,214.3531 | $10.45 | $200,789.99 |
DisclosureSEC source: 0001562180-17-000459 · primarydocument.xml · derivative · entry 2 CHAPLIN C EDWARD · CIK 0001237570 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,347.1576 Underlying: Common Stock · 19,214.3531 shares Expires not disclosed 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. 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 · derivative.exercise_date: The converted Share Units were subject to certain restrictions and vested on February 1, 2017 when such restrictions lapsed. F5 · derivative.expiration_date: These Share Units do not expire on a fixed date. Under certain circumstances, the Share Units are subject to forfeiture if the reporting person ceases to be a Director of the Issuer before the lapse of restrictions on the Share Units 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: 0001562180-17-000363 · primarydocument.xml · derivative · entry 2 CHAPLIN C EDWARD · CIK 0001237570 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,561.5107 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 |
| December 31, 2016 Filed Jan 4, 2017 22:49 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 3,999.0187 | $10.19 | $40,750.00 |
DisclosureSEC source: 0001562180-17-000164 · primarydocument.xml · derivative · entry 2 CHAPLIN C EDWARD · CIK 0001237570 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,955.3628 Underlying: Common Stock · 3,999.0187 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 acquired by the reporting person through, among other ways, compensation deferral. Dividends which would have been received on shares represented by Share Units are also invested in Share Units. The Share Units are settled in cash, generally at the time the reporting person ceases to be a Director of the Issuer. 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 are acquired through compensation deferral. F4 · derivative.exercise_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) F4 · derivative.expiration_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:29 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 5,468.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-003211 · primarydocument.xml · derivative · entry 2 CHAPLIN C EDWARD · CIK 0001237570 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,956.3441 Underlying: Common Stock · 5,468.75 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.expiration_date: These shares do not expire on a fixed date. 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.