Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Kairos Acquisition Corp.KAIRU · Entity 133301 | Director | January 05, 2021 | January 06, 2021 |
| RLI CORPRLI · Entity 3813 | Director | May 13, 2026 | May 15, 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.
Kairos Acquisition Corp.
Report date January 05, 2021 · Filed January 06, 2021
This filing explicitly reported no securities owned.
RLI CORP
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 433,247.5196 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Exercise / conversion · Acquired 1,681 · Balance 433,247.5196 F1: Shares acquired on the vesting of restricted stock units. F2: Ownership reflects dividend reinvestment. |
| Common StockSEC Table I · non-derivative | Direct | 433,315.5196 |
Reported balance
After 2026-05-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-13 · Other · Acquired 68 · Balance 433,315.5196 F3: Shares acquired on the vesting of accrued special and regular dividend equivalents on restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-13 · Exercise / conversion · Disposed 1,681 · Balance 0 F1: Shares acquired on the vesting of restricted stock units. F4: These restricted stock units are scheduled to vest 100% on the earlier of (1) the date of the RLI Corp. 2026 Annual Shareholders' Meeting or (2) one year after the date of grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,506 |
Reported balance
After 2026-05-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-14 · Grant · Acquired 2,506 · Balance 2,506 F1: Shares acquired on the vesting of restricted stock units. F5: These restricted stock units are scheduled to vest 100% on the earlier of (1) the date of the RLI Corp. 2027 Annual Shareholders' Meeting or (2) one year after the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired on the vesting of restricted stock units.
F2: Ownership reflects dividend reinvestment.
F3: Shares acquired on the vesting of accrued special and regular dividend equivalents on restricted stock units.
F4: These restricted stock units are scheduled to vest 100% on the earlier of (1) the date of the RLI Corp. 2026 Annual Shareholders' Meeting or (2) one year after the date of grant.
F5: These restricted stock units are scheduled to vest 100% on the earlier of (1) the date of the RLI Corp. 2027 Annual Shareholders' Meeting or (2) one year after the date of grant.
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 31, 2017 Filed Jun 1, 2017 16:13 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 25 | $55.17 | $1,379.25 |
DisclosureSEC source: 0001127602-17-019955 · form4.xml · nonDerivative · entry 5 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,370.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 16:13 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 700 | $55.21 | $38,647.00 |
DisclosureSEC source: 0001127602-17-019955 · form4.xml · nonDerivative · entry 4 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,395.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 16:13 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 100 | $55.23 | $5,523.00 |
DisclosureSEC source: 0001127602-17-019955 · form4.xml · nonDerivative · entry 3 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,095.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 16:13 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 100 | $55.26 | $5,526.00 |
DisclosureSEC source: 0001127602-17-019955 · form4.xml · nonDerivative · entry 2 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,195.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 16:13 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 75 | $55.27 | $4,145.25 |
DisclosureSEC source: 0001127602-17-019955 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,295.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| May 18, 2017 Filed May 23, 2017 15:06 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 400 | $54.41 | $21,764.00 |
DisclosureSEC source: 0001127602-17-019135 · form4.xml · nonDerivative · entry 2 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife, Custodian UTMA-FL Disclosed balance after: 880 Read SEC document |
| May 18, 2017 Filed May 23, 2017 15:06 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 400 | $54.41 | $21,764.00 |
DisclosureSEC source: 0001127602-17-019135 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,370.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| April 04, 2017 Filed Apr 4, 2017 19:56 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 941 | $58.89 | $55,419.54 |
DisclosureSEC source: 0001127602-17-013849 · form4.xml · nonDerivative · entry 3 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,770.0138 F3 · kind: Sale of shares re payment of tax liability on quarterly deferred compensation distribution. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| April 04, 2017 Filed Apr 4, 2017 19:56 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 3,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013849 · form4.xml · nonDerivative · entry 2 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,711.0138 F1 · kind: Quarterly distribution from the RLI Corp. Executive Deferred Compensation Plan to Michael J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| April 04, 2017 Filed Apr 4, 2017 19:56 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 3,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013849 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 46,134.1429 F1 · kind: Quarterly distribution from the RLI Corp. Executive Deferred Compensation Plan to Michael J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 09, 2017 Filed Jan 9, 2017 22:28 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 6,111 | $59.16 | $361,526.76 |
DisclosureSEC source: 0001127602-17-001381 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · M.J. Stone Grantor Retained Annuity Trust (M8) dtd. 01/30/13 Disclosed balance after: 0 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 15:53 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 1,008 | $61.87 | $62,364.96 |
DisclosureSEC source: 0001127602-17-000394 · form4.xml · nonDerivative · entry 3 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,347.0138 F3 · kind: Sale of shares re payment of tax liability on quarterly deferred compensation distribution. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 15:53 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000394 · form4.xml · nonDerivative · entry 2 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,355.0138 F1 · kind: Quarterly distribution from the RLI Corp. Executive Deferred Compensation Plan to Michael J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 15:53 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000394 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 49,079.529 F1 · kind: Quarterly distribution from the RLI Corp. Executive Deferred Compensation Plan to Michael J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:00 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 866 | $61.61 | $53,354.26 |
DisclosureSEC source: 0001127602-17-000928 · form4.xml · nonDerivative · entry 4 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,602.0138 F3 · kind: Shares transferred from the M.J. Stone Grantor Retained Annuity Trust (M9) to M.J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:00 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 866 | $61.61 | $53,354.26 |
DisclosureSEC source: 0001127602-17-000928 · form4.xml · nonDerivative · entry 3 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · M.J. Stone Grantor Retained Annuity Trust (M9) dtd. 01/30/13 Disclosed balance after: 7,819 F3 · kind: Shares transferred from the M.J. Stone Grantor Retained Annuity Trust (M9) to M.J. Stone. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:00 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,389 | $61.61 | $85,576.29 |
DisclosureSEC source: 0001127602-17-000928 · form4.xml · nonDerivative · entry 2 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,736.0138 F1 · kind: Shares transferred from the M.J. Stone Grantor Retained Annuity Trust (M8) to M.J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 17:00 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,389 | $61.61 | $85,576.29 |
DisclosureSEC source: 0001127602-17-000928 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · M.J. Stone Grantor Retained Annuity Trust (M8) dtd. 01/30/13 Disclosed balance after: 6,111 F1 · kind: Shares transferred from the M.J. Stone Grantor Retained Annuity Trust (M8) to M.J. Stone. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 17:33 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 6,000 | $62.40 | $374,400.00 |
DisclosureSEC source: 0001127602-16-069973 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,025.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 15:42 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 164 | $61.09 | $10,018.76 |
DisclosureSEC source: 0001127602-16-067310 · form4.xml · nonDerivative · entry 4 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,025.0138 F3 · kind: Shares distributed from the M.J. Stone Grantor Retained Annuity Trust (M6) to M.J. Stone F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 15:42 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 164 | $61.09 | $10,018.76 |
DisclosureSEC source: 0001127602-16-067310 · form4.xml · nonDerivative · entry 3 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · M.J. Stone Grantor Retained Annuity Trust (M6) dtd. 10/31/11 Disclosed balance after: 22,347.55 F3 · kind: Shares distributed from the M.J. Stone Grantor Retained Annuity Trust (M6) to M.J. Stone F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 15:42 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,613 | $61.09 | $98,538.17 |
DisclosureSEC source: 0001127602-16-067310 · form4.xml · nonDerivative · entry 2 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,861.0138 F1 · kind: Shares distributed from the M.J. Stone Grantor Retained Annuity Trust (M5) to M.J. Stone F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 15:42 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 1,613 | $61.09 | $98,538.17 |
DisclosureSEC source: 0001127602-16-067310 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · M.J. Stone Grantor Retained Annuity Trust (M5) dtd. 10/31/11 Disclosed balance after: 16,324.155 F1 · kind: Shares distributed from the M.J. Stone Grantor Retained Annuity Trust (M5) to M.J. Stone F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| October 26, 2016 Filed Oct 31, 2016 20:41 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 4,000 | $57.02 | $228,080.00 |
DisclosureSEC source: 0001127602-16-065559 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,248.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 15:05 UTC | RLI CORP RLI · Entity 3813 | GiftCommon Stock | 200 | $57.91 | $11,582.00 |
DisclosureSEC source: 0001127602-16-065244 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,248.0138 F1 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 15:22 UTC | RLI CORP RLI · Entity 3813 | SaleCommon Stock | 907 | $67.39 | $61,122.73 |
DisclosureSEC source: 0001127602-16-063608 · form4.xml · nonDerivative · entry 3 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,453.0138 F3 · kind: Sale of shares re payment of tax liability on quarterly deferred compensation distribution. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 15:22 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 2,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063608 · form4.xml · nonDerivative · entry 2 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,448.0138 F1 · kind: Quarterly distribution from the RLI Corp. Executive Deferred Compensation Plan to Michael J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 15:22 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 2,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063608 · form4.xml · nonDerivative · entry 1 STONE MICHAEL J · CIK 0001192707 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 50,660.7304 F1 · kind: Quarterly distribution from the RLI Corp. Executive Deferred Compensation Plan to Michael J. Stone. F2 · ownership.direct: Ownership reflects dividend reinvestment 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.