Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLSTATE CORPALL · Entity 2989 | President, Financial Products | February 19, 2020 | February 21, 2020 |
| BARINGS CORPORATE INVESTORSMCI · Entity 2765 | Adviser Board Member | January 01, 2025 | January 13, 2025 |
| BARINGS GLOBAL SHORT DURATION HIGH YIELD FUNDBGH · Entity 8993 | Adviser Board Member | January 01, 2025 | January 13, 2025 |
| BARINGS PARTICIPATION INVESTORSMPV · Entity 6389 | Adviser Board Member | January 01, 2025 | January 13, 2025 |
| Barings BDC, Inc.BBDC · Entity 4971 | Adviser Board Member | January 01, 2025 | January 13, 2025 |
| Barings Capital Investment CorpBCIC · Entity 70260 | Adviser Board Member | January 01, 2025 | January 13, 2025 |
| Barings Private Credit CorpBPCC · Entity 70480 | Adviser Board Member | January 01, 2025 | January 13, 2025 |
| Kinsale Capital Group, Inc.KNSL · Entity 3606 | Director | January 01, 2026 | January 05, 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.
ALLSTATE CORP
Report date February 19, 2020 · Filed February 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $124.26 · Expires 2030-02-19 | Direct | 33,441 |
Reported balance
After 2020-02-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-02-19 · Grant · Acquired 33,441 · Balance 33,441 F1: Option exercisable in three increments, with one third vesting on February 19, 2021, February 19, 2022, and February 19, 2023, with any fractional shares to be rounded as provided for in award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Option exercisable in three increments, with one third vesting on February 19, 2021, February 19, 2022, and February 19, 2023, with any fractional shares to be rounded as provided for in award agreement.
BARINGS CORPORATE INVESTORS
Report date January 01, 2025 · Filed January 13, 2025
This filing explicitly reported no securities owned.
BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND
Report date January 01, 2025 · Filed January 13, 2025
This filing explicitly reported no securities owned.
BARINGS PARTICIPATION INVESTORS
Report date January 01, 2025 · Filed January 13, 2025
This filing explicitly reported no securities owned.
Barings BDC, Inc.
Report date January 01, 2025 · Filed January 13, 2025
This filing explicitly reported no securities owned.
Barings Capital Investment Corp
Report date January 01, 2025 · Filed January 13, 2025
This filing explicitly reported no securities owned.
Barings Private Credit Corp
Report date January 01, 2025 · Filed January 13, 2025
This filing explicitly reported no securities owned.
Kinsale Capital Group, Inc.
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 814 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 460 · Balance 814 F1: Reflects restricted shares issued pursuant to the terms of the Kinsale Capital Group, Inc. 2025 Omnibus Incentive Plan. The restricted shares have a grant date of January 1, 2026, and will vest on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted shares issued pursuant to the terms of the Kinsale Capital Group, Inc. 2025 Omnibus Incentive Plan. The restricted shares have a grant date of January 1, 2026, and will vest on the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 01, 2026 Filed Jan 5, 2026 21:18 UTC | Kinsale Capital Group, Inc. KNSL · Entity 3606 | GrantCommon Stock, par value $0.01 per share | 460 | $391.12 | $179,915.20 |
DisclosureSEC source: 0001271362-26-000002 · wk-form4_1767647874.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 814 F1 · shares: Reflects restricted shares issued pursuant to the terms of the Kinsale Capital Group, Inc. 2025 Omnibus Incentive Plan. The restricted shares have a grant date of January 1, 2026, and will vest on the first anniversary of the grant date. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:09 UTC | Kinsale Capital Group, Inc. KNSL · Entity 3606 | GrantCommon Stock, par value $0.01 per share | 354 | $465.13 | $164,656.02 |
DisclosureSEC source: 0001271362-25-000001 · wk-form4_1735938578.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354 F1 · shares: Reflects restricted shares issued pursuant to the terms of the Kinsale Capital Group, Inc. 2016 Omnibus Incentive Plan. The restricted shares have a grant date of January 1, 2025, and will vest on the first anniversary of the grant date. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:52 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 33,441 | $0.00 Strike: $124.26 | $0.00 |
DisclosureSEC source: 0001127602-20-007020 · form4.xml · derivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · President, Financial Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,441 Underlying: Common Stock · 33,441 shares Expires 2030-02-19 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 19, 2021, February 19, 2022, and February 19, 2023, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| February 09, 2020 Filed Feb 11, 2020 21:32 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 9,786 | $124.43 | $1,217,671.98 |
DisclosureSEC source: 0001127602-20-004854 · form4.xml · nonDerivative · entry 2 FORTIN MARY JANE · CIK 0001271362 · President, Financial Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,974 F2 · shares: Shares withheld to satisfy tax withholding obligations incident to the conversion of performance stock award. Read SEC document |
| February 09, 2020 Filed Feb 11, 2020 21:32 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Stock | 24,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004854 · form4.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · President, Financial Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,760 F1 · shares: Shares acquired upon conversion of 2017 performance stock award, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. Read SEC document |
| October 05, 2019 Filed Oct 8, 2019 20:21 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionRestricted Stock Units · Derivative | 14,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030262 · form4.xml · derivative · entry 5 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,608 shares Expires 2019-10-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. Read SEC document |
| October 05, 2019 Filed Oct 8, 2019 20:21 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 6,472 | $108.46 | $701,953.12 |
DisclosureSEC source: 0001127602-19-030262 · form4.xml · nonDerivative · entry 3 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,984 Read SEC document |
| October 05, 2019 Filed Oct 8, 2019 20:21 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionCommon Stock | 14,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030262 · form4.xml · nonDerivative · entry 2 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,456 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. F2 · price: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2019 Equity Incentive Plan. Read SEC document |
| August 06, 2019 Filed Oct 8, 2019 20:21 UTC | ALLSTATE CORP ALL · Entity 2989 | GiftCommon Stock | 1,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-030262 · form4.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,848 F1 · shares: Gift of shares to charitable gift foundation. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 21:18 UTC | ALLSTATE CORP ALL · Entity 2989 | SaleCommon Stock | 9,773 | $104.21 | $1,018,444.33 |
DisclosureSEC source: 0001127602-19-026180 · form4.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,808 F1 · price: Reflects weighted average sale price for open-market sales transaction reported herein. Actual sales prices ranged from $104.20 to $104.26. The reporting person provided to the issuer, and will provide any security holder of The Allstate Corporation or member of the SEC staff, full information regarding the number of shares sold at each separate price upon request. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:33 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 9,152 | $92.46 | $846,193.92 |
DisclosureSEC source: 0001127602-19-005664 · form4.xml · nonDerivative · entry 2 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,581 F2 · shares: Shares withheld to satisfy tax withholding obligations incident to the conversion of performance stock award. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:33 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Stock | 24,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005664 · form4.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,733 F1 · shares: Shares acquired upon conversion of 2016 performance stock award, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:46 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 44,511 | $0.00 Strike: $92.46 | $0.00 |
DisclosureSEC source: 0001127602-19-005386 · form4.xml · derivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,511 Underlying: Common Stock · 44,511 shares Expires 2029-02-08 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 8, 2020, February 8, 2021, and February 8, 2022, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 21:14 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionRestricted Stock Units · Derivative | 14,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-029835 · form4.xml · derivative · entry 6 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,608 Underlying: Common Stock · 14,608 shares Expires 2019-10-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. The remaining restricted stock units will convert on October 5, 2019. F1 · derivative.exercise_date: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. The remaining restricted stock units will convert on October 5, 2019. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 21:14 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 1,080 | $99.44 | $107,395.20 |
DisclosureSEC source: 0001127602-18-029835 · form4.xml · nonDerivative · entry 4 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,439 F4 · shares: Shares withheld to satisfy tax withholding obligations incident to the conversion of performance stock award. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 21:14 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantCommon Stock | 2,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-029835 · form4.xml · nonDerivative · entry 3 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,519 F3 · shares: Shares acquired upon conversion of 2015 performance stock award, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 21:14 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 6,472 | $99.44 | $643,575.68 |
DisclosureSEC source: 0001127602-18-029835 · form4.xml · nonDerivative · entry 2 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,802 F2 · shares: Shares withheld to satisfy tax withholding obligations incident to the conversion of previously awarded restricted stock units. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 21:14 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionCommon Stock | 14,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-029835 · form4.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Pres Financial Businesses?AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,274 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 · price: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. The remaining restricted stock units will convert on October 5, 2019. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:20 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 37,969 | $0.00 Strike: $92.80 | $0.00 |
DisclosureSEC source: 0001127602-18-008463 · form4.xml · derivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Pres., Allstate Financial-AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,969 Underlying: Common Stock · 37,969 shares Expires 2028-02-22 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 22, 2019, February 22, 2020, and February 22, 2021, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| October 05, 2017 Filed Oct 10, 2017 15:17 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionRestricted Stock Units · Derivative | 14,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029618 · form4.xml · derivative · entry 4 FORTIN MARY JANE · CIK 0001271362 · Pres., Allstate Financial-AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,216 Underlying: Common Stock · 14,608 shares Expires 2019-10-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Half of the remaining restricted stock units will convert on October 5, 2018 and October 5, 2019. F1 · derivative.exercise_date: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Half of the remaining restricted stock units will convert on October 5, 2018 and October 5, 2019. Read SEC document |
| October 05, 2017 Filed Oct 10, 2017 15:17 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 5,729 | $92.86 | $531,994.94 |
DisclosureSEC source: 0001127602-17-029618 · form4.xml · nonDerivative · entry 2 FORTIN MARY JANE · CIK 0001271362 · Pres., Allstate Financial-AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,666 Read SEC document |
| October 05, 2017 Filed Oct 10, 2017 15:17 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionCommon Stock | 14,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029618 · form4.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Pres., Allstate Financial-AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,395 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 · price: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. Half of the remaining restricted stock units will convert on October 5, 2018 and October 5, 2019. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:46 UTC | ALLSTATE CORP ALL · Entity 2989 | GrantEmployee Stock Option (Right to Buy) · Derivative | 44,656 | $0.00 Strike: $78.35 | $0.00 |
DisclosureSEC source: 0001127602-17-005596 · form4.xml · derivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,656 Underlying: Common Stock · 44,656 shares Expires 2027-02-09 F1 · derivative.exercise_date: Option exercisable in three increments, with one third vesting on February 9, 2018, February 9, 2019, and February 9, 2020, with any fractional shares to be rounded as provided for in award agreement. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 14:13 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionRestricted Stock Units · Derivative | 14,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064477 · form4.xml · derivative · entry 3 FORTIN MARY JANE · CIK 0001271362 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,824 Underlying: Common Stock · 14,607 shares Expires 2019-10-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. One third of the remaining restricted stock units will convert on October 5, 2017, October 5, 2018, and October 5, 2019. F1 · derivative.exercise_date: Conversion of previously awarded restricted stock units into an equal number of common shares, without the payment of any consideration, pursuant to The Allstate Corporation 2013 Equity Incentive Plan. One third of the remaining restricted stock units will convert on October 5, 2017, October 5, 2018, and October 5, 2019. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 14:13 UTC | ALLSTATE CORP ALL · Entity 2989 | Tax withholdingCommon Stock | 4,820 | $67.84 | $326,988.80 |
DisclosureSEC source: 0001127602-16-064477 · form4.xml · nonDerivative · entry 2 FORTIN MARY JANE · CIK 0001271362 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,787 Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 14:13 UTC | ALLSTATE CORP ALL · Entity 2989 | Exercise / conversionCommon Stock | 14,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064477 · form4.xml · nonDerivative · entry 1 FORTIN MARY JANE · CIK 0001271362 · Executive Vice President - AIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,607 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.