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 |
|---|---|---|---|---|---|---|
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Tax withholdingCommon Stock | 58,971 | $101.25 | $5,970,813.75 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 14 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751,274.6436 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| November 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 9,000 | $58.73 | $528,570.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 13 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810,245.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 9,000 | $58.01 | $522,090.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 12 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,245.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 9,000 | $56.71 | $510,390.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 11 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792,245.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 5,250 | $59.77 | $313,792.50 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 10 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783,245.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 7,000 | $54.81 | $383,670.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 9 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 7,000 | $68.66 | $480,620.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 8 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 7,000 | $64.09 | $448,630.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 7 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 8,000 | $61.27 | $490,160.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 4,000 | $59.04 | $236,160.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 5 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 4,000 | $54.14 | $216,560.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 4 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 2,000 | $47.61 | $95,220.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 3 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 3,000 | $46.82 | $140,460.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 2 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,995.6436 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 10, 2020 Filed Nov 12, 2020 18:08 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 3,000 | $44.26 | $132,780.00 |
DisclosureSEC source: 0001127602-20-028736 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735,995.6436 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 02, 2020 Filed Nov 4, 2020 17:06 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 13,333 | $0.00 Strike: $89.28 | $0.00 |
DisclosureSEC source: 0001127602-20-028095 · form4.xml · derivative · entry 12 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333 Underlying: Common Stock · 13,333 shares Expires 2028-11-02 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 |
| August 21, 2020 Filed Aug 24, 2020 20:19 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 13,333 | $93.24 Strike: $93.24 | $1,243,168.92 |
DisclosureSEC source: 0001127602-20-024127 · form4.xml · derivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333 Underlying: Common Stock · 13,333 shares Expires 2028-08-21 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 |
| August 17, 2020 Filed Nov 4, 2020 17:06 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 12,000 | $90.75 | $1,089,000.00 |
DisclosureSEC source: 0001127602-20-028095 · form4.xml · nonDerivative · entry 3 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732,995.6436 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 07, 2020 Filed Nov 4, 2020 17:06 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,254 | $92.26 | $115,694.04 |
DisclosureSEC source: 0001127602-20-028095 · form4.xml · nonDerivative · entry 2 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744,995.6436 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 07, 2020 Filed Nov 4, 2020 17:06 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,254 | $92.26 | $115,694.04 |
DisclosureSEC source: 0001127602-20-028095 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Jonathan E. Michael Family Trust Number 2 Disclosed balance after: 20,781.8284 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 472 | $58.19 | $27,464.22 |
DisclosureSEC source: 0001209191-20-045454 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 62,006 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $58.17 to $58.21. 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 |
| May 20, 2020 Filed May 21, 2020 21:26 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $56.74 | $0.00 |
DisclosureSEC source: 0001209191-20-031394 · 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 2030-05-20 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 23:20 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionStock Option (right to buy) · Derivative | 42,500 | $0.00 Strike: $7.65 | $0.00 |
DisclosureSEC source: 0001209191-20-023468 · 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 · 42,500 shares Expires 2020-04-06 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 |
| April 01, 2020 Filed Apr 3, 2020 23:20 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | Exercise / conversionCommon Stock | 42,500 | $7.65 | $324,912.50 |
DisclosureSEC source: 0001209191-20-023468 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 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 03, 2020 Filed Feb 4, 2020 15:12 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 12,500 | $0.00 Strike: $94.62 | $0.00 |
DisclosureSEC source: 0001127602-20-003356 · form4.xml · derivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2028-02-03 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 19, 2019 Filed Dec 20, 2019 20:05 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 41 | $60.97 | $2,499.77 |
DisclosureSEC source: 0001209191-19-061499 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,534 Read SEC document |
| November 26, 2019 Filed Nov 26, 2019 22:22 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 24 | $60.59 | $1,454.16 |
DisclosureSEC source: 0001209191-19-058155 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,493 Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:21 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 70 | $57.15 | $4,000.50 |
DisclosureSEC source: 0001209191-19-055664 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,469 Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 19:47 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 12,500 | $0.00 Strike: $96.32 | $0.00 |
DisclosureSEC source: 0001127602-19-031613 · form4.xml · derivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2027-11-01 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 |
| September 09, 2019 Filed Sep 11, 2019 16:07 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 11,150.551 | $92.61 | $1,032,652.53 |
DisclosureSEC source: 0001127602-19-028176 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Jonathan E. Michael Family Trust Number 1 Disclosed balance after: 0 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 16:12 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,043 | $88.30 | $92,096.90 |
DisclosureSEC source: 0001127602-19-026127 · form4.xml · nonDerivative · entry 4 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742,374.0978 F3 · 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, 2019 Filed Aug 6, 2019 16:12 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,043 | $88.30 | $92,096.90 |
DisclosureSEC source: 0001127602-19-026127 · form4.xml · nonDerivative · entry 3 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Jonathan E. Michael Family Trust Number 2 Disclosed balance after: 21,793.1203 F3 · 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, 2019 Filed Aug 6, 2019 16:12 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 3,373 | $88.30 | $297,835.90 |
DisclosureSEC source: 0001127602-19-026127 · form4.xml · nonDerivative · entry 2 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,331.0978 F1 · kind: Shares transferred from the Jonathan E. Michael Family Trust 1 to Jonathan E. Michael, Trustee F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 16:12 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 3,373 | $88.30 | $297,835.90 |
DisclosureSEC source: 0001127602-19-026127 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Jonathan E. Michael Family Trust Number 1 Disclosed balance after: 11,150.551 F1 · kind: Shares transferred from the Jonathan E. Michael Family Trust 1 to Jonathan E. Michael, Trustee F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 6,000 | $0.00 Strike: $59.04 | $0.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · derivative · entry 16 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 6,000 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. 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 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 8,000 | $0.00 Strike: $47.61 | $0.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · derivative · entry 15 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 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. 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 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 3,000 | $0.00 Strike: $38.15 | $0.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · derivative · entry 14 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 2022-08-01 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 $2.00 extraordinary dividend declared 11-12-15. F5 · derivative.exercise_price: Stock option grant price adjusted to reflect $3.00 extraordinary dividend declared 11/13/14. 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 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 3,000 | $0.00 Strike: $38.21 | $0.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · derivative · entry 13 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 2022-05-01 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 $2.00 extraordinary dividend declared 11-12-15. F5 · derivative.exercise_price: Stock option grant price adjusted to reflect $3.00 extraordinary dividend declared 11/13/14. 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 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 6,000 | $0.00 Strike: $54.14 | $0.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · derivative · entry 12 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 6,000 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. 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 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Tax withholdingCommon Stock | 19,469 | $90.33 | $1,758,634.77 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · nonDerivative · entry 6 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,958.0978 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| August 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 6,000 | $59.04 | $354,240.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · nonDerivative · entry 5 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,427.0978 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 |
| August 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 8,000 | $47.61 | $380,880.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · nonDerivative · entry 4 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 745,427.0978 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 |
| August 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 3,000 | $38.15 | $114,450.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · nonDerivative · entry 3 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 737,427.0978 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 |
| August 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 3,000 | $38.21 | $114,630.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · nonDerivative · entry 2 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734,427.0978 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 |
| August 02, 2019 Filed Aug 5, 2019 16:24 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionCommon Stock | 6,000 | $54.14 | $324,840.00 |
DisclosureSEC source: 0001127602-19-025963 · form4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751,427.0978 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 |
| August 01, 2019 Filed Aug 2, 2019 13:37 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 12,500 | $0.00 Strike: $89.47 | $0.00 |
DisclosureSEC source: 0001127602-19-025757 · form4.xml · derivative · entry 7 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2027-08-01 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 |
| August 01, 2019 Filed Aug 5, 2019 20:28 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 2,000 | $48.11 | $96,228.40 |
DisclosureSEC source: 0001209191-19-044548 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 61,399 F1 · price: The price reported is the weighted average of the shares purchased. The shares were purchased at varying prices in the range of $48.06 to $48.1495. 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 |
| May 15, 2019 Filed May 16, 2019 21:35 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | GrantStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $58.71 | $0.00 |
DisclosureSEC source: 0001209191-19-030533 · doc4.xml · derivative · entry 1 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 2029-05-15 F1 · derivative.exercise_date: The stock option is fully vested as of the date of grant. Read SEC document |
| May 06, 2019 Filed May 7, 2019 22:18 UTC | SS&C Technologies Holdings Inc SSNC · Entity 3276 | PurchaseCommon Stock | 93 | $59.05 | $5,491.65 |
DisclosureSEC source: 0001209191-19-028076 · doc4.xml · nonDerivative · entry 1 MICHAEL JONATHAN E · CIK 0001192701 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Through Trust Disclosed balance after: 59,399 Read SEC document |
| May 02, 2019 Filed May 3, 2019 13:51 UTC | RLI CORP RLI · Entity 3813 | GrantStock Option · Derivative | 12,500 | $0.00 Strike: $82.66 | $0.00 |
DisclosureSEC source: 0001127602-19-017160 · form4.xml · derivative · entry 7 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2027-05-02 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 |
| April 22, 2019 Filed Apr 24, 2019 14:21 UTC | RLI CORP RLI · Entity 3813 | Exercise / conversionStock Option · Derivative | 12,000 | $0.00 Strike: $46.82 | $0.00 |
DisclosureSEC source: 0001127602-19-016103 · form4.xml · derivative · entry 14 MICHAEL JONATHAN E · CIK 0001192701 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 12,000 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. F7 · 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.