Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKEL GROUP INC.MKL · Entity 3229 | Director | June 15, 2026 | June 17, 2026 |
| SS&C Technologies Holdings IncSSNC · Entity 3276 | Director | May 20, 2026 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 332.7271 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,964 |
Ending reported balance
After 2026-05-20 transaction · row 3
3 source rows · reconciled sequenceRow 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 2026-05-25 | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2026-05-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 3,200 |
Reported balance
After 2026-05-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectThrough trust | 67,679 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 1,750 | $0.00 Strike: $57.09 | $0.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · derivative · entry 21 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,750 shares Expires 2024-05-05 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 | 2,000 | $0.00 Strike: $54.27 | $0.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · derivative · entry 20 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2024-02-01 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 / conversionCommon Stock | 3,000 | $51.73 | $155,190.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 14 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,447.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Tax withholdingCommon Stock | 52,845 | $130.05 | $6,872,492.25 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 13 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,447.1296 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 8,250 | $59.16 | $488,070.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 12 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789,292.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 8,250 | $65.75 | $542,437.50 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 11 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781,042.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 11,000 | $68.57 | $754,270.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 10 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772,792.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 11,000 | $56.14 | $617,540.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 9 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761,792.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 12,000 | $57.42 | $689,040.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 8 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,792.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 6,000 | $51.01 | $306,060.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 7 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,792.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 6,000 | $49.71 | $298,260.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,792.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 3,500 | $52.77 | $184,695.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 5 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726,792.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 1,750 | $47.81 | $83,667.50 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 4 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723,292.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 1,750 | $61.66 | $107,905.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 3 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,542.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 1,750 | $57.09 | $99,907.50 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 2 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719,792.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 30, 2023 Filed Feb 2, 2023 02:47 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 2,000 | $54.27 | $108,540.00 |
DisclosureSEC source: 0001127602-23-002995 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718,042.1296 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. F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| November 21, 2022 Filed Feb 1, 2023 19:09 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 9,000 | $130.59 | $1,175,310.00 |
DisclosureSEC source: 0001127602-23-002879 · form5.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716,042.1296 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 21:06 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $11.55 | $0.00 |
DisclosureSEC source: 0001209191-22-048014 · doc4.xml · derivative · entry 3 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2022-11-28 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. F1 · derivative.exercise_date: The stock option was fully vested as of the date of the grant. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 21:06 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 6,000 | $11.55 | $69,270.00 |
DisclosureSEC source: 0001209191-22-048014 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,500 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 |
| May 11, 2022 Filed May 12, 2022 23:02 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $59.34 | $0.00 |
DisclosureSEC source: 0001209191-22-028650 · doc4.xml · derivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2032-05-11 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 21:52 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 7,000 | $104.85 Strike: $104.85 | $733,950.00 |
DisclosureSEC source: 0001127602-22-002982 · form4.xml · derivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2030-02-01 F3 · 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 |
| December 22, 2021 Filed Dec 27, 2021 21:45 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 31 | $81.05 | $2,512.55 |
DisclosureSEC source: 0001209191-21-071272 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,679 Read SEC document |
| November 03, 2021 Filed Feb 2, 2022 21:49 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 10,000 | $112.57 | $1,125,700.00 |
DisclosureSEC source: 0001127602-22-002979 · form5.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723,952.1296 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 19:20 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 7,000 | $0.00 Strike: $110.02 | $0.00 |
DisclosureSEC source: 0001127602-21-028054 · form4.xml · derivative · entry 10 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2029-11-01 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 |
| August 25, 2021 Filed Aug 27, 2021 23:18 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 52 | $75.99 | $3,951.43 |
DisclosureSEC source: 0001209191-21-053742 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,648 Read SEC document |
| August 05, 2021 Filed Nov 2, 2021 19:20 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 603 | $108.24 | $65,268.72 |
DisclosureSEC source: 0001127602-21-028054 · form4.xml · nonDerivative · entry 2 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,952.1296 F1 · kind: Shares transferred from the Jonathan E. Michael Family Trust 2 to Jonathan E. Michael, Trustee F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 05, 2021 Filed Nov 2, 2021 19:20 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 603 | $108.24 | $65,268.72 |
DisclosureSEC source: 0001127602-21-028054 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Jonathan E. Michael Family Trust Number 2 Disclosed balance after: 20,383.3512 F1 · kind: Shares transferred from the Jonathan E. Michael Family Trust 2 to Jonathan E. Michael, Trustee F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 20:47 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 325 | $76.60 | $24,895.00 |
DisclosureSEC source: 0001209191-21-049956 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,596 Read SEC document |
| August 02, 2021 Filed Aug 2, 2021 21:34 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 7,000 | $0.00 Strike: $108.07 | $0.00 |
DisclosureSEC source: 0001127602-21-022785 · form4.xml · derivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2029-08-02 F3 · 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 |
| May 27, 2021 Filed May 28, 2021 20:14 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 20 | $74.33 | $1,486.60 |
DisclosureSEC source: 0001209191-21-036530 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,271 Read SEC document |
| May 19, 2021 Filed May 20, 2021 23:52 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $73.49 | $0.00 |
DisclosureSEC source: 0001209191-21-034663 · doc4.xml · derivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2031-05-19 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. Read SEC document |
| May 06, 2021 Filed May 10, 2021 20:23 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 7,000 | $113.02 Strike: $113.02 | $791,140.00 |
DisclosureSEC source: 0001127602-21-016052 · form4.xml · derivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2029-05-06 F3 · 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 |
| March 19, 2021 Filed May 10, 2021 20:23 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 8,535 | $112.16 | $957,285.60 |
DisclosureSEC source: 0001127602-21-016052 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,349.1296 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 00:53 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 37 | $67.31 | $2,490.47 |
DisclosureSEC source: 0001209191-21-016512 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,251 F1 · balance_after: This number has been corrected to reflect a gift of 814 shares by the Reporting Person that occurred in 2017. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 20:42 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 13,334 | $0.00 Strike: $97.64 | $0.00 |
DisclosureSEC source: 0001127602-21-003450 · form4.xml · derivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,334 Underlying: Common Stock · 13,334 shares Expires 2029-02-01 F3 · 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 |
| December 21, 2020 Filed Jan 29, 2021 21:59 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 9,390 | $103.37 | $970,644.30 |
DisclosureSEC source: 0001127602-21-002996 · form5.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,884.6436 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| December 03, 2020 Filed Dec 8, 2020 00:31 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 22 | $70.63 | $1,553.86 |
DisclosureSEC source: 0001209191-20-062019 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 62,028 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $69.605 to $70.98. The reporting person undertakes, upon request by 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. Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 9,000 | $0.00 Strike: $58.73 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 31 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 9,000 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 9,000 | $0.00 Strike: $58.01 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 30 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 9,000 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 9,000 | $0.00 Strike: $56.71 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 29 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 9,000 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 5,250 | $0.00 Strike: $59.77 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 28 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 5,250 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 7,000 | $0.00 Strike: $54.81 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 27 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 7,000 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 7,000 | $0.00 Strike: $68.66 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 26 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 7,000 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 7,000 | $0.00 Strike: $64.09 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 25 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 7,000 shares Expires 2024-05-05 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 8,000 | $0.00 Strike: $61.27 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 24 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 8,000 shares Expires 2024-02-01 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. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 4,000 | $0.00 Strike: $59.04 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 23 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2023-11-02 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 $2.00 extraordinary dividend declared 11-12-15. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 4,000 | $0.00 Strike: $54.14 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 22 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2023-08-03 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 $2.00 extraordinary dividend declared 11-12-15. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 2,000 | $0.00 Strike: $47.61 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 21 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2023-05-07 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 $2.00 extraordinary dividend declared 11-12-15. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 3,000 | $0.00 Strike: $46.82 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 20 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2023-02-02 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 $2.00 extraordinary dividend declared 11-12-15. F5 · 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 |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 3,000 | $0.00 Strike: $44.26 | $0.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · derivative · entry 19 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2022-11-03 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 $2.00 extraordinary dividend declared 11-12-15. F4 · derivative.exercise_price: Stock option grant price adjusted to reflect $3.00 extraordinary dividend declared 11/13/14. F5 · 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.