Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENDURANCE SPECIALTY HOLDINGS LTDENH · Entity 172868 | Director | March 28, 2017 | March 30, 2017 |
| GOLUB CAPITAL BDC, Inc.GBDC · Entity 4156 | Director | September 11, 2024 | September 13, 2024 |
| GOLUB CAPITAL DIRECT LENDING CORPNONE · Entity 67376 | Director | August 30, 2021 | August 30, 2021 |
| GOLUB CAPITAL INVESTMENT CorpNONE · Entity 154930 | Director | November 29, 2016 | November 29, 2016 |
| Golub Capital BDC 3, Inc.NONE · Entity 90239 | Director | November 28, 2017 | November 28, 2017 |
| Golub Capital BDC 4, Inc.NONE · Entity 67471 | Director | May 31, 2022 | May 31, 2022 |
| Golub Capital Direct Lending Unlevered CorpNONE · Entity 67375 | Director | May 31, 2022 | May 31, 2022 |
| Golub Capital Private Credit FundNONE · Entity 67374 | Director | June 30, 2023 | June 30, 2023 |
| Golub Capital Private Income Fund INONE · Entity 55300 | Director | December 30, 2025 | December 30, 2025 |
| Golub Capital Private Income Fund SNONE · Entity 67366 | Director | December 30, 2025 | December 30, 2025 |
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.
ENDURANCE SPECIALTY HOLDINGS LTD
Report date March 28, 2017 · Filed March 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, par value $1.00 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-03-28 transaction · row 1
1 source rowRow 1 · 2017-03-28 · Disposition to issuer · Disposed 31,516.515 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash. F2: Includes all shares held directly by the Reporting Person immediately prior to the Merger, including previously granted restricted shares, each of which, at the effective time of the Merger, vested in full and was converted into the right to receive $93.00 in cash. |
| Ordinary Shares, par value $1.00 per shareSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2017-03-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-03-28 · Disposition to issuer · Disposed 2,250 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash.
F2: Includes all shares held directly by the Reporting Person immediately prior to the Merger, including previously granted restricted shares, each of which, at the effective time of the Merger, vested in full and was converted into the right to receive $93.00 in cash.
GOLUB CAPITAL BDC, Inc.
Report date September 11, 2024 · Filed September 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 83,108 |
Reported balance
After 2024-09-11 transaction · row 1
1 source rowRow 1 · 2024-09-11 · Disposition to issuer · Disposed 0.767 · Balance 83,108 F1: Reflects involuntary disposition of a fractional share effected by broker upon consolidation of brokerage accounts. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects involuntary disposition of a fractional share effected by broker upon consolidation of brokerage accounts.
GOLUB CAPITAL DIRECT LENDING CORP
Report date August 30, 2021 · Filed August 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-08-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
GOLUB CAPITAL INVESTMENT Corp
Report date November 29, 2016 · Filed November 29, 2016
This filing explicitly reported no securities owned.
Golub Capital BDC 3, Inc.
Report date November 28, 2017 · Filed November 28, 2017
This filing explicitly reported no securities owned.
Golub Capital BDC 4, Inc.
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-05-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Golub Capital Direct Lending Unlevered Corp
Report date May 31, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-05-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Golub Capital Private Credit Fund
Report date June 30, 2023 · Filed June 30, 2023
This filing explicitly reported no securities owned.
Golub Capital Private Income Fund I
Report date December 30, 2025 · Filed December 30, 2025
This filing explicitly reported no securities owned.
Golub Capital Private Income Fund S
Report date December 30, 2025 · Filed December 30, 2025
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RLI CORP
Report date May 10, 2023 · Filed May 12, 2023
Section 16 reporting ended · disclosed 2023-05-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDirectors' Trust | 47,828.0816 |
Reported balance
After 2023-05-10 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-05-10 · Other · Acquired 36.7716 · Balance 47,828.0816 F2: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan. F1: Ownership reflects dividend reinvestment. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 6,000 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,000 |
| Common StockSEC Table I · non-derivative | Direct | 34,597.714 |
Reported balance
Holding disclosure · report date 2023-05-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,597.714 F1: Ownership reflects dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership reflects dividend reinvestment.
F2: The securities herein were allocated pursuant to the RLI Corp. Non-Employee Directors Deferred Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| December 19, 2016 Filed Dec 20, 2016 22:11 UTC | GOLUB CAPITAL BDC, Inc. GBDC · Entity 4156 | PurchaseCommon Stock, par value $0.001 per share | 5,500 | $18.14 | $99,783.75 |
DisclosureSEC source: 0001476765-16-000005 · wf-form4_148227185324650.xml · nonDerivative · entry 1 BAILY JOHN THOMAS · CIK 0001230667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,072 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.1423 to $18.1445, inclusive. Upon request by the Securities and Exchange Commission, the Issuer or any security holder of the Issuer, the reporting person undertakes to provide full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 18:23 UTC | ENDURANCE SPECIALTY HOLDINGS LTD ENH · Entity 172868 | GiftOrdinary Shares, par value $1.00 per share | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001179755-16-000151 · wf-form4_148098020679443.xml · nonDerivative · entry 1 BAILY JOHN THOMAS · CIK 0001230667 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 2,900 Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 19:47 UTC | RLI CORP RLI · Entity 3813 | OtherCommon Stock | 468.7389 | $55.96 | $26,230.63 |
DisclosureSEC source: 0001127602-16-065544 · form4.xml · nonDerivative · entry 1 BAILY JOHN THOMAS · CIK 0001230667 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 32,343.0915 F1 · kind: The securities herein were allocated to my account pursuant to the RLI Corp. Directors' Irrevocable Trust Agreement. F2 · ownership.direct: Ownership reflects dividend reinvestment. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:04 UTC | ENDURANCE SPECIALTY HOLDINGS LTD ENH · Entity 172868 | PurchaseOrdinary Shares, par value $1.00 per share | 40.373 | $64.96 | $2,622.78 |
DisclosureSEC source: 0001179755-16-000143 · wf-form4_147561145374941.xml · nonDerivative · entry 1 BAILY JOHN THOMAS · CIK 0001230667 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,459.457 F1 · kind: The ordinary share purchase reported on this form was made automatically through a broker-sponsored dividend reinvestment plan. 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.