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MICHAEL JONATHAN E

Disclosed activity across 3 companies

Tapewire entity
37436
SEC CIK
0001192701

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
MARKEL GROUP INC.MKL · Entity 3229DirectorJune 15, 2026June 17, 2026
SS&C Technologies Holdings IncSSNC · Entity 3276DirectorMay 20, 2026May 22, 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.

MARKEL GROUP INC.

Report date June 15, 2026 · Filed June 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect332.7271 Reported balance After 2026-06-15 transaction · row 1
1 source row

Row 1 · 2026-06-15 · Other · Acquired 65.9218 · Balance 332.7271

F1: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan.

SS&C Technologies Holdings Inc

Report date May 20, 2026 · Filed May 22, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect81,964 Ending reported balance After 2026-05-20 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2026-05-20 · Exercise / conversion · Acquired 6,000 · Balance 82,124

Row 2 · 2026-05-20 · Sale · Disposed 2,740 · Balance 79,384

Row 3 · 2026-05-20 · Exercise / conversion · Acquired 2,580 · Balance 81,964

F1: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

F2: Restricted stock units convert into common stock on a one-for-one basis.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.45 · Expires 2026-05-25Direct0 Reported balance After 2026-05-20 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-05-20 · Exercise / conversion · Disposed 6,000 · Balance 0

F3: The stock option was fully vested as of the date of the grant.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-05-20 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2026-05-20 · Exercise / conversion · Disposed 2,580 · Balance 0

F2: Restricted stock units convert into common stock on a one-for-one basis.

F1: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect3,200 Reported balance After 2026-05-20 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2026-05-20 · Grant · Acquired 3,200 · Balance 3,200

F2: Restricted stock units convert into common stock on a one-for-one basis.

F4: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.

Common StockSEC Table I · non-derivativeIndirectThrough trust67,679 Reported balance Holding disclosure · report date 2026-05-20 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 67,679

Filing footnotes · ownership attribution and instrument terms

F1: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

F2: Restricted stock units convert into common stock on a one-for-one basis.

F3: The stock option was fully vested as of the date of the grant.

F4: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

RLI CORP

Report date May 02, 2024 · Filed May 14, 2024

Section 16 reporting ended · disclosed 2024-05-14. Current position is not established by this disclosure.

No balance rows disclosed in this filing.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 15, 2026 Filed Jun 17, 2026 20:34 UTC MARKEL GROUP INC. MKL · Entity 3229 OtherCommon Stock 65.9218 $1,668.65 $110,000.41
Disclosure

SEC source: 0001192701-26-000004 · wk-form4_1781728456.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 332.7271

F1 · kind: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan.

Read SEC document
May 20, 2026 Filed May 22, 2026 21:02 UTC MARKEL GROUP INC. MKL · Entity 3229 GrantCommon Stock 89 $0.00 $0.00
Disclosure

SEC source: 0001192701-26-000002 · wk-form4_1779483729.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 266.8053

F1 · kind: Restricted stock granted pursuant to the MKL 2024 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, on May 20, 2027.

Read SEC document
May 20, 2026 Filed May 22, 2026 20:38 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 3,200 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-237059 · ownership.xml · derivative · entry 7

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,200

Underlying: Common Stock · 3,200 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · shares: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.

F4 · derivative.exercise_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.

F4 · derivative.expiration_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2027.

Read SEC document
May 20, 2026 Filed May 22, 2026 20:38 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 2,580 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-237059 · ownership.xml · derivative · entry 6

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,580 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

Read SEC document
May 20, 2026 Filed May 22, 2026 20:38 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (right to buy) · Derivative 6,000 $0.00 Strike: $30.45 $0.00
Disclosure

SEC source: 0001193125-26-237059 · ownership.xml · derivative · entry 5

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2026-05-25

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: The stock option was fully vested as of the date of the grant.

Read SEC document
May 20, 2026 Filed May 22, 2026 20:38 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 2,580 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-237059 · ownership.xml · nonDerivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,964

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 21, 2025, together with 33 dividend equivalent rights accrued thereon.

F2 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 20, 2026 Filed May 22, 2026 20:38 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 SaleCommon Stock 2,740 $66.86 $183,196.40
Disclosure

SEC source: 0001193125-26-237059 · ownership.xml · nonDerivative · entry 2

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,384

Read SEC document
May 20, 2026 Filed May 22, 2026 20:38 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 6,000 $30.45 $182,670.00
Disclosure

SEC source: 0001193125-26-237059 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,124

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
June 13, 2025 Filed Jun 17, 2025 20:48 UTC MARKEL GROUP INC. MKL · Entity 3229 OtherCommon Stock 63.368 $1,735.89 $109,999.88
Disclosure

SEC source: 0001096343-25-000113 · wk-form4_1750193283.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177.8053

F1 · kind: Shares acquired pursuant to the MKL 2020 Employee Stock Purchase Plan.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:33 UTC MARKEL GROUP INC. MKL · Entity 3229 GrantCommon Stock 88 $0.00 $0.00
Disclosure

SEC source: 0001096343-25-000076 · wk-form4_1748032384.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114.4373

F1 · kind: Restricted stock granted pursuant to the MKL 2024 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, on May 21, 2026.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 2,547 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076920 · ownership.xml · derivative · entry 4

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,547

Underlying: Common Stock · 2,547 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · shares: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2025.

F3 · derivative.exercise_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2025.

F3 · derivative.expiration_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2025.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 3,348 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-076920 · ownership.xml · derivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,348 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

Read SEC document
May 21, 2025 Filed May 23, 2025 20:10 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 3,348 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-076920 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,124

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on May 29, 2024, together with 44 dividend equivalent rights accrued thereon.

F2 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 01, 2025 Filed May 5, 2025 23:30 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 PurchaseCommon Stock 2,700 $75.53 $203,935.05
Disclosure

SEC source: 0000950170-25-063799 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,776

F1 · price: The price reported is the weighted average price of the shares purchased. The shares were purchased in multiple transactions at prices ranging from $75.53 to $75.55, inclusive. The reporting person undertakes, upon request by the issuer, the Staff of the Securities and Exchange Commission, or a security holder of the issuer, to provide full information regarding the number of shares purchased at each separate price.

F2 · balance_after: The total number of securities beneficially owned is being updated to reflect 3,576 shares previously acquired by the reporting person upon the settlement of restricted stock units on May 29, 2024, which was previously reported by the reporting person on a Form 4 at the time of settlement, but which shares were inadvertently not included on the reporting person's most recently filed Form 4 due to an administrative error.

Read SEC document
April 15, 2025 Filed Apr 17, 2025 20:55 UTC MARKEL GROUP INC. MKL · Entity 3229 OtherCommon Stock 11.437 $1,602.95 $18,332.94
Disclosure

SEC source: 0001096343-25-000056 · wk-form4_1744923312.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26.437

F1 · kind: Shares acquired under the MKL 2020 Employee Stock Purchase Plan.

Read SEC document
March 19, 2025 Filed Mar 22, 2025 00:03 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (right to buy) · Derivative 6,000 $0.00 Strike: $30.19 $0.00
Disclosure

SEC source: 0000950170-25-043424 · ownership.xml · derivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2025-05-28

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: The stock option was fully vested as of the date of the grant.

Read SEC document
March 19, 2025 Filed Mar 22, 2025 00:03 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 6,000 $30.19 $181,140.00
Disclosure

SEC source: 0000950170-25-043424 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,500

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 · balance_after: The total number of securities beneficially owned is being updated to reflect 6,000 shares previously acquired by the reporting person upon the exercise of stock options on February 27, 2024, as previously reported by the reporting person on a Form 4 at the time of exercise. The total number of securities beneficially owned was not updated at that time due to an inadvertent administrative error.

Read SEC document
March 15, 2025 Filed Mar 18, 2025 20:35 UTC MARKEL GROUP INC. MKL · Entity 3229 GrantCommon Stock 15 $0.00 $0.00
Disclosure

SEC source: 0001096343-25-000041 · wk-form4_1742330109.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15

F1 · kind: Restricted stock granted pursuant to the MKL 2024 Equity Incentive Compensation Plan. Shares will vest, subject to certain conditions, on March 15, 2026.

Read SEC document
May 29, 2024 Filed May 31, 2024 20:56 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 3,304 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-067415 · ownership.xml · derivative · entry 4

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,304

Underlying: Common Stock · 3,304 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · shares: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2025.

F3 · derivative.exercise_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2025.

F3 · derivative.expiration_date: The restricted stock units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2025.

Read SEC document
May 29, 2024 Filed May 31, 2024 20:56 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionRestricted Stock Units · Derivative 3,576 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-067415 · ownership.xml · derivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,576 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.

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F1 · kind: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon.

F1 · derivative.exercise_date: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon.

F1 · derivative.expiration_date: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon.

F1 · derivative.underlying_shares: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon.

Read SEC document
May 29, 2024 Filed May 31, 2024 20:56 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 3,576 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-067415 · ownership.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,076

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 · kind: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon.

F1 · shares: Reflects the vesting of restricted stock units granted to the reporting person on June 2, 2023, together with 43 dividend equivalent rights accrued thereon.

F2 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 23:45 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (right to buy) · Derivative 6,000 $0.00 Strike: $21.39 $0.00
Disclosure

SEC source: 0001209191-24-004128 · doc4.xml · derivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2024-05-29

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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant.

Read SEC document
February 27, 2024 Filed Feb 29, 2024 23:45 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 6,000 $21.39 $128,310.00
Disclosure

SEC source: 0001209191-24-004128 · doc4.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,500

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 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 5,500 $0.00 Strike: $59.16 $0.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · derivative · entry 13

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,500 shares

Expires 2027-02-01

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 · derivative.exercise_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F2 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 5,500 $0.00 Strike: $65.75 $0.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · derivative · entry 12

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,500 shares

Expires 2026-11-01

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 · derivative.exercise_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F2 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 2,750 $0.00 Strike: $68.59 $0.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · derivative · entry 11

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,750 shares

Expires 2026-08-01

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 · derivative.exercise_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F2 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 2,750 $0.00 Strike: $56.14 $0.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · derivative · entry 10

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,750 shares

Expires 2026-05-03

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 · derivative.exercise_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F2 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 3,000 $0.00 Strike: $57.42 $0.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · derivative · entry 9

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,000 shares

Expires 2026-02-01

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 · derivative.exercise_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F2 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 3,000 $0.00 Strike: $51.73 $0.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · derivative · entry 8

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,000 shares

Expires 2025-11-01

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 · derivative.exercise_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F2 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Tax withholdingCommon Stock 15,206 $145.53 $2,212,929.18
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · nonDerivative · entry 7

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 743,261.1296

Read SEC document
February 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionCommon Stock 5,500 $59.16 $325,380.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · nonDerivative · entry 6

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 758,467.1296

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 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionCommon Stock 5,500 $65.75 $361,625.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · nonDerivative · entry 5

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 752,967.1296

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 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionCommon Stock 2,750 $68.59 $188,622.50
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · nonDerivative · entry 4

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 747,467.1296

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 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionCommon Stock 2,750 $56.14 $154,385.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · nonDerivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 744,717.1296

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 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionCommon Stock 3,000 $57.42 $172,260.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · nonDerivative · entry 2

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 741,967.1296

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 22, 2024 Filed Feb 26, 2024 21:10 UTC RLI CORP RLI · Entity 3813 Exercise / conversionCommon Stock 3,000 $51.73 $155,190.00
Disclosure

SEC source: 0001415889-24-005223 · form4-02262024_040201.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 738,967.1296

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
June 02, 2023 Filed Jun 5, 2023 21:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 GrantRestricted Stock Units · Derivative 3,533 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-034441 · doc4.xml · derivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,533

Underlying: Common Stock · 3,533 shares

Expires not disclosed

F1 · derivative.exercise_price: The Restricted Stock Units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2024.

F1 · shares: The Restricted Stock Units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2024.

F1 · derivative.exercise_date: The Restricted Stock Units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2024.

F1 · derivative.expiration_date: The Restricted Stock Units vest 100% on the earlier of (i) the first anniversary of the grant date and (ii) the date of the issuer's annual general meeting of stockholders held in fiscal 2024.

Read SEC document
May 10, 2023 Filed May 12, 2023 21:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionStock Option (right to buy) · Derivative 6,000 $0.00 Strike: $15.84 $0.00
Disclosure

SEC source: 0001209191-23-029096 · doc4.xml · derivative · entry 3

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2023-05-29

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 · derivative.exercise_date: The stock option was fully vested as of the date of the grant.

Read SEC document
May 10, 2023 Filed May 12, 2023 21:00 UTC SS&C Technologies Holdings Inc SSNC · Entity 3276 Exercise / conversionCommon Stock 6,000 $15.84 $95,010.00
Disclosure

SEC source: 0001209191-23-029096 · doc4.xml · nonDerivative · entry 1

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,500

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
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 3,000 $0.00 Strike: $51.73 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 32

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 3,000 shares

Expires 2025-11-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 8,250 $0.00 Strike: $59.16 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 31

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,500

Underlying: Common Stock · 8,250 shares

Expires 2027-02-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 8,250 $0.00 Strike: $65.75 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 30

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,500

Underlying: Common Stock · 8,250 shares

Expires 2026-11-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 11,000 $0.00 Strike: $68.59 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 29

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,750

Underlying: Common Stock · 11,000 shares

Expires 2026-08-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 11,000 $0.00 Strike: $56.14 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 28

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,750

Underlying: Common Stock · 11,000 shares

Expires 2026-05-03

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 12,000 $0.00 Strike: $57.42 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 27

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

Underlying: Common Stock · 12,000 shares

Expires 2026-02-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 6,000 $0.00 Strike: $51.01 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 26

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2025-08-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 6,000 $0.00 Strike: $49.71 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 25

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 shares

Expires 2025-05-04

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 3,500 $0.00 Strike: $52.77 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 24

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,500 shares

Expires 2025-02-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 1,750 $0.00 Strike: $47.81 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 23

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,750 shares

Expires 2024-11-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

Read SEC document
January 30, 2023 Filed Feb 2, 2023 02:47 UTC RLI CORP RLI · Entity 3813 Exercise / conversionStock Option · Derivative 1,750 $0.00 Strike: $61.66 $0.00
Disclosure

SEC source: 0001127602-23-002995 · form4.xml · derivative · entry 22

MICHAEL JONATHAN E · CIK 0001192701 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,750 shares

Expires 2024-08-01

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_price: Stock option grant price adjusted to reflect $7.00 extraordinary dividend declared 11-10-2022.

F4 · derivative.exercise_date: Pursuant to option schedule wherein 20% of the aggregate number of shares granted may be exercised commencing one year from grant date and each year thereafter in 20% increments.

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.