Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MGIC INVESTMENT CORPMTG · Entity 791 | Director | March 05, 2025 | March 06, 2025 |
| VIRTUS INVESTMENT PARTNERS, INC.VRTS · Entity 4916 | Director | May 20, 2026 | May 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MGIC INVESTMENT CORP
Report date March 05, 2025 · Filed March 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,488.5241 |
Reported balance
After 2025-03-05 transaction · row 1
1 source rowRow 1 · 2025-03-05 · Grant · Acquired 161.412 · Balance 49,488.5241 F1: Dividends paid on Restricted Stock Units awarded under the Issuer's 2020 Omnibus Incentive Plan. No price was paid by the reporting person for them. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 93,471.0791 |
Reported balance
After 2025-03-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-03-05 · Grant · Acquired 511.631 · Balance 93,471.0791 F2: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral. F3: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange. F6: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F5: These Share Units do not expire on a fixed date. They are settled in cash on a specified date, unless a qualified election for later distribution is made by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividends paid on Restricted Stock Units awarded under the Issuer's 2020 Omnibus Incentive Plan. No price was paid by the reporting person for them.
F2: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral.
F3: These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.
F4: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person.
F5: These Share Units do not expire on a fixed date. They are settled in cash on a specified date, unless a qualified election for later distribution is made by the reporting person.
F6: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units.
VIRTUS INVESTMENT PARTNERS, INC.
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,178 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,377 · Balance 33,178 F1: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.
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 |
|---|---|---|---|---|---|---|
| May 15, 2019 Filed May 16, 2019 21:27 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 849 | $117.78 | $99,995.22 |
DisclosureSEC source: 0000883237-19-000069 · wf-form4_155804206265475.xml · nonDerivative · entry 1 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,164 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| February 15, 2019 Filed Mar 5, 2019 22:08 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 6,325.1107 | $12.55 | $79,380.14 |
DisclosureSEC source: 0001562180-19-001713 · primarydocument.xml · derivative · entry 2 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,938.2013 Underlying: Common Stock · 6,325.1107 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · date: Due to an administrative error, the Company did not report the transaction on behalf of the reporting person in a timely manner. F4 · derivative.exercise_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. F4 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| January 21, 2019 Filed Jan 23, 2019 20:14 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 8,591.0653 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000426 · primarydocument.xml · derivative · entry 2 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,263.312 Underlying: Common Stock · 8,591.0653 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_price: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution was made by the reporting person. F4 · price: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2020 unless a qualified election for later distribution was made by the reporting person. F6 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units awarded on January 22, 2018 and on this transaction date are settled in cash ten business days after February 1, 2019 and 2020, respectively, unless a qualified election for later distribution was made by the reporting person. Read SEC document |
| May 15, 2018 Filed May 16, 2018 21:32 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 806 | $124.00 | $99,944.00 |
DisclosureSEC source: 0000883237-18-000062 · wf-form4_152650636439901.xml · nonDerivative · entry 1 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,315 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:12 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 9,606.1479 | $14.13 | $135,734.87 |
DisclosureSEC source: 0001562180-18-001057 · primarydocument.xml · derivative · entry 2 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,672.2467 Underlying: Common Stock · 9,606.1479 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. F3 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units are settled in cash, generally within ten business days after February 1st in the year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 22:21 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 6,325.1107 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000401 · primarydocument.xml · derivative · entry 2 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,278.3946 Underlying: Common Stock · 6,325.1107 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on as one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_price: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F4 · price: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2019 unless a qualified election for later distribution is made by the reporting person. F6 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units awarded on this transaction date and on January 23, 2017 are settled in cash ten business days after February 1, 2019 and 2018, respectively, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| May 19, 2017 Filed May 22, 2017 23:09 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 916 | $103.70 | $94,989.20 |
DisclosureSEC source: 0000883237-17-000061 · wf-form4_149549458106239.xml · nonDerivative · entry 1 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,509 F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 22:20 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 9,606.1479 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-17-000365 · primarydocument.xml · derivative · entry 2 HOLT TIMOTHY A · CIK 0001263022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,953.2839 Underlying: Common Stock · 9,606.1479 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person. F2 · derivative.exercise_price: These Share Units do not have a specified dollar-denominated exercise or conversion price. (Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.) F3 · derivative.exercise_price: These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person. F4 · price: These Share Units were awarded to the reporting person pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2018 unless a qualified election for later distribution is made by the reporting person. F6 · derivative.expiration_date: These Share Units do not expire on a fixed date, except that the Share Units awarded on this transaction, date and on January 25, 2016 are settled in cash ten business days after February 1, 2018 and 2017, respectively, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.