Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C. H. ROBINSON WORLDWIDE, INC.CHRW · Entity 3306 | Director | May 07, 2026 | May 11, 2026 |
| KB HOMEKBH · Entity 4184 | Director | April 23, 2026 | April 27, 2026 |
| Leslie's, Inc.LESL · Entity 8291 | Director | March 15, 2023 | March 16, 2023 |
| MGIC INVESTMENT CORPMTG · Entity 791 | Director | March 06, 2026 | March 10, 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.
C. H. ROBINSON WORLDWIDE, INC.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Restricted Stock Units)SEC Table II · derivative / convertible security | Direct | 29,006 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 992 · Balance 29,006 F1: Each phantom share/restricted stock unit will be paid in one share of common stock. F2: Reflects restricted stock units granted as the annual equity-based award provided to each non-employee director. F3: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share/restricted stock unit will be paid in one share of common stock.
F2: Reflects restricted stock units granted as the annual equity-based award provided to each non-employee director.
F3: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person.
KB HOME
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,597 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 3,269 · Balance 30,597 F1: Award of common stock units under the Amended and Restated KB Home Non-Employee Directors Compensation Plan, which award is exempt under Rule 16b-3. Each stock unit represents the right to receive one share of KB Home common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of common stock units under the Amended and Restated KB Home Non-Employee Directors Compensation Plan, which award is exempt under Rule 16b-3. Each stock unit represents the right to receive one share of KB Home common stock.
Leslie's, Inc.
Report date March 15, 2023 · Filed March 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 15,658 |
Reported balance
After 2023-03-15 transaction · row 1
1 source rowRow 1 · 2023-03-15 · Exercise / conversion · Acquired 6,098 · Balance 15,658 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-03-15 | Direct | 0 |
Reported balance
After 2023-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-15 · Exercise / conversion · Disposed 6,098 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock.
MGIC INVESTMENT CORP
Report date March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,495.3901 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 77.87 · Balance 34,495.3901 F1: Dividends paid on Restricted Stock Units awarded under the Issuer's Omnibus Incentive Plan. No price was paid by the reporting person for them. |
| Share UnitsSEC Table II · derivative / convertible security | Direct | 29,531.6668 |
Reported balance
After 2026-03-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-06 · Grant · Acquired 164.489 · Balance 29,531.6668 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 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.
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 |
|---|---|---|---|---|---|---|
| February 28, 2020 Filed Mar 2, 2020 16:43 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 107.268 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-001841 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,322.1944 Underlying: Common Stock · 107.268 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 and/or acquired through compensation deferral. 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 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4 · derivative.exercise_date: 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 · derivative.expiration_date: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. Read SEC document |
| February 28, 2020 Filed Jun 11, 2020 20:38 UTC Amendment | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 64.7794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-004436 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,279.7058 Underlying: Common Stock · 64.7794 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 and/or acquired through compensation deferral. 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 · shares: This amended Form 4 is being filed to correct the number of share units that were acquired through the phantom dividend reinvestment. F4 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F5 · derivative.exercise_date: These Share Units are settled in cash, on a specified date, 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. They will be settled in cash at the time the underlying units are settled. F7 · balance_after: Balance as of February 28, 2020. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 21:00 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 8,667.6745 | $14.05 | $121,780.83 |
DisclosureSEC source: 0001562180-20-001296 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,214.9264 Underlying: Common Stock · 8,667.6745 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. The Share Units are settled in cash, generally within ten business days after February 1st in 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. The Share Units are settled in cash, generally within ten business days after February 1st in year after which they were awarded, unless a qualified election for later distribution is made by the reporting person. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:10 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 7,315.289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-000652 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,882.6009 Underlying: Common Stock · 7,315.289 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 · 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. F4 · derivative.exercise_date: These Share Units awarded on this transaction date are settled in cash ten business days after February 1, 2021 unless a qualified election for a later distribution was made by the reporting person. F5 · derivative.expiration_date: 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. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 18:09 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 1,505.5278 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-000082 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,567.3119 Underlying: Common Stock · 1,505.5278 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan (the "Plan") for Non-Employee Directors under which units corresponding to shares of common stock of the Issuer ("Share Units") are acquired by the reporting person through, among other ways, compensation deferral. Dividends which would have been received on shares represented by the Share Units are also invested in Share Units. The Share Units will be settled in cash, on the first business day of the calendar month following the Distribution Date (as defined in the Plan). 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 · price: These Share Units are acquired through compensation deferral. F4 · derivative.exercise_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) F4 · derivative.expiration_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:26 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 479 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-001256 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,269 Underlying: Common Stock · 479 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 479 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F2 · price: The reporting person was granted 479 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| November 25, 2019 Filed Nov 25, 2019 17:41 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 55.4641 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005690 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,061.7841 Underlying: Common Stock · 55.4641 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 and/or acquired through compensation deferral. 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 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4 · derivative.exercise_date: 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 · derivative.expiration_date: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 16:18 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 1,059.8831 | $12.58 | $13,333.33 |
DisclosureSEC source: 0001562180-19-004977 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,006.32 Underlying: Common Stock · 1,059.8831 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 and/or acquired through compensation deferral. 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 · shares: These Share Units are acquired through compensation deferral. F4 · derivative.exercise_date: These Share Units do not become exercisable on a fixed date or expire. (Generally the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer, unless the reporting person makes a qualified election for an earlier payment in accordance with the applicable plan under which the Share Units are acquired.) F4 · derivative.expiration_date: These Share Units do not become exercisable on a fixed date or expire. (Generally the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer, unless the reporting person makes a qualified election for an earlier payment in accordance with the applicable plan under which the Share Units are acquired.) Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 20:44 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051752 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,790 Underlying: Common Stock · 442 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 442 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| September 20, 2019 Filed Sep 23, 2019 17:07 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 55.095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-004919 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,946.4369 Underlying: Common Stock · 55.095 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 and/or acquired through compensation deferral. 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 · price: These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units. F4 · derivative.exercise_date: 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 · derivative.expiration_date: These Share Units do not expire on a fixed date. They will be settled in cash at the time the underlying units are settled. Read SEC document |
| June 30, 2019 Filed Jul 2, 2019 16:54 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 1,014.7131 | $13.14 | $13,333.33 |
DisclosureSEC source: 0001562180-19-003739 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,891.3419 Underlying: Common Stock · 1,014.7131 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 · shares: These Share Units are acquired through compensation deferral. F4 · derivative.exercise_date: These Share Units do not become exercisable on a fixed date or expire. (Generally the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer, unless the reporting person makes a qualified election for an earlier payment in accordance with the applicable plan under which the Share Units are acquired.) F4 · derivative.expiration_date: These Share Units do not become exercisable on a fixed date or expire. (Generally the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer, unless the reporting person makes a qualified election for an earlier payment in accordance with the applicable plan under which the Share Units are acquired.) Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:40 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040336 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,348 Underlying: Common Stock · 444 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 444 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 16:20 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 1,010.8666 | $13.19 | $13,333.33 |
DisclosureSEC source: 0001562180-19-002085 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,876.6288 Underlying: Common Stock · 1,010.8666 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 · shares: These Share Units are acquired through compensation deferral. F4 · derivative.exercise_date: These Share Units do not become exercisable on a fixed date or expire. (Generally the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer, unless the reporting person makes a qualified election for an earlier payment in accordance with the applicable plan under which the Share Units are acquired.) F4 · derivative.expiration_date: These Share Units do not become exercisable on a fixed date or expire. (Generally the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer, unless the reporting person makes a qualified election for an earlier payment in accordance with the applicable plan under which the Share Units are acquired.) Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:43 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022576 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,904 Underlying: Common Stock · 431 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 431 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| February 15, 2019 Filed Mar 5, 2019 22:08 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | Disposition to issuerShare Units · Derivative | 2,317.8227 | $12.55 | $29,088.67 |
DisclosureSEC source: 0001562180-19-001715 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,865.7622 Underlying: Common Stock · 2,317.8227 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: 0001562180-19-000427 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,183.5849 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 October 24, 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 |
| December 31, 2018 Filed Jan 3, 2019 20:45 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 1,274.6969 | $10.46 | $13,333.33 |
DisclosureSEC source: 0001562180-19-000119 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,592.5196 Underlying: Common Stock · 1,274.6969 shares Expires not disclosed F1 · security: The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan (the "Plan") for Non-Employee Directors under which units corresponding to shares of common stock of the Issuer ("Share Units") are acquired by the reporting person through, among other ways, compensation deferral. Dividends which would have been received on shares represented by the Share Units are also invested in Share Units. The Share Units will be settled in cash, on the first business day of the calendar month following the Distribution Date (as defined in the Plan). 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 · price: These Share Units are acquired through compensation deferral. F4 · derivative.exercise_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) F4 · derivative.expiration_date: These Share Units do not become exercisable on a fixed date or expire. (Generally, the Share Units become payable at the time the reporting person ceases to be a Director of the Issuer.) Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:52 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001248 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,473 Underlying: Common Stock · 401 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 401 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| October 24, 2018 Filed Oct 26, 2018 15:22 UTC | MGIC INVESTMENT CORP MTG · Entity 791 | GrantShare Units · Derivative | 2,317.8227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-004287 · primarydocument.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317.8227 Underlying: Common Stock · 2,317.8227 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, 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 are settled in cash ten business days after February 1, 2019. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:57 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053250 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,072 Underlying: Common Stock · 344 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 344 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| June 29, 2018 Filed Jul 4, 2018 00:25 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 403 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041364 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,728 Underlying: Common Stock · 403 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 403 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 22:11 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023251 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,325 Underlying: Common Stock · 360 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 360 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| December 29, 2017 Filed Jan 4, 2018 00:05 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-001403 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,965 Underlying: Common Stock · 630 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: Of the 630 stock units, 378 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 252 were granted at a price of $89.09 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F2 · price: Of the 630 stock units, 378 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 252 were granted at a price of $89.09 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 21:16 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 738 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-055254 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,335 Underlying: Common Stock · 738 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: Of the 738 stock units, 443 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 295 were granted at a price of $76.10 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F2 · price: Of the 738 stock units, 443 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 295 were granted at a price of $76.10 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F3 · derivative.exercise_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 00:31 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-043818 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,597 Underlying: Common Stock · 818 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: Of the 818 restricted stock units, 491 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 327 were granted at a price of $68.68 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F2 · price: Of the 818 restricted stock units, 491 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 327 were granted at a price of $68.68 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F3 · derivative.exercise_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 22:47 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 727 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-025291 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,779 Underlying: Common Stock · 727 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: Of the 727 restricted stock units, 436 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 291 were granted at a price of $77.29 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F2 · price: Of the 727 restricted stock units, 436 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 291 were granted at a price of $77.29 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F3 · derivative.exercise_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 23:55 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 716 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-001460 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,052 Underlying: Common Stock · 716 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: Of the 716 restricted stock units, 426 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 290 were granted at a price of $73.26 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F2 · price: Of the 716 restricted stock units, 426 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 290 were granted at a price of $73.26 per unit in connection with the reporting person's election to defer receipt of her most recent quarterly cash retainer payment. F3 · derivative.exercise_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:13 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 744 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-144448 · doc4.xml · derivative · entry 1 Kozlak Jodee A · CIK 0001352848 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,336 Underlying: Common Stock · 744 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: Of the 744 restricted stock units, 443 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 301 were granted at a price of $70.46 per unit in connection with the reporting person's election to defer receipt of the most recent quarterly cash retainer payment. F2 · price: Of the 744 restricted stock units, 443 were granted at no cost to the reporting person as a quarterly installment of the annual equity-based award provided to each non-employee director, and 301 were granted at a price of $70.46 per unit in connection with the reporting person's election to defer receipt of the most recent quarterly cash retainer payment. F3 · derivative.exercise_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: Following the reporting person's termination of service as a director, vested restricted stock units become payable in shares of common stock according to the schedule previously chosen 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.