Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NMI Holdings, Inc.NMIH · Entity 4161 | Director | March 11, 2024 | March 13, 2024 |
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.
NMI Holdings, Inc.
Report date March 11, 2024 · Filed March 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Shares, $0.01 par value per shareSEC Table I · non-derivative | Direct | 5,847 |
Reported balance
After 2024-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-11 · Sale · Disposed 48,294 · Balance 5,847 F1: The common stock was sold by the reporting person in a series of open market transactions at an average sale price of $30.4571. The range of sale prices on the transaction date was $30.36 to $30.66. The reporting person undertakes to provide, upon request by the SEC staff, NMIH or a security holder of NMIH, full information regarding the shares sold at each price. F2: Represents 5,847 unvested restricted stock units and eliminates a previously overreported 100 shares of Class A common shares. |
| Class A Common Shares, $0.01 par value per shareSEC Table I · non-derivative | IndirectBy James G. Jones and Maria F. Jones Revocable Trust | 57,000 |
Reported balance
Holding disclosure · report date 2024-03-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 57,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock was sold by the reporting person in a series of open market transactions at an average sale price of $30.4571. The range of sale prices on the transaction date was $30.36 to $30.66. The reporting person undertakes to provide, upon request by the SEC staff, NMIH or a security holder of NMIH, full information regarding the shares sold at each price.
F2: Represents 5,847 unvested restricted stock units and eliminates a previously overreported 100 shares of Class A common shares.
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 |
|---|---|---|---|---|---|---|
| March 11, 2024 Filed Mar 13, 2024 18:32 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 48,294 | $30.46 | $1,470,895.19 |
DisclosureSEC source: 0001547903-24-000049 · wk-form4_1710369151.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,847 F1 · price: The common stock was sold by the reporting person in a series of open market transactions at an average sale price of $30.4571. The range of sale prices on the transaction date was $30.36 to $30.66. The reporting person undertakes to provide, upon request by the SEC staff, NMIH or a security holder of NMIH, full information regarding the shares sold at each price. F2 · balance_after: Represents 5,847 unvested restricted stock units and eliminates a previously overreported 100 shares of Class A common shares. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:24 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 3,400 | $30.10 | $102,340.00 |
DisclosureSEC source: 0001547903-24-000043 · wk-form4_1709691851.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,241 F1 · price: The common stock was sold by the reporting person in an open market transaction on the transaction date at a sale price of $30.10. F2 · balance_after: Represents 48,394 Class A common shares and 5,847 unvested restricted stock units. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 19:31 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 54,900 | $30.16 | $1,655,707.14 |
DisclosureSEC source: 0001547903-24-000039 · wk-form4_1709339493.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,641 F1 · price: The common stock was sold by the reporting person in a series of open market transactions at an average sale price of $30.1586. The range of sale prices on the transaction date was $30.1000 to $30.2900. The reporting person undertakes to provide, upon request by the SEC staff, NMIH or a security holder of NMIH, full information regarding the shares sold at each price. F2 · balance_after: Represents 51,794 Class A common shares and 5,847 unvested restricted stock units. Read SEC document |
| December 22, 2023 Filed Dec 27, 2023 16:11 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 5,287 | $30.15 | $159,426.31 |
DisclosureSEC source: 0001547903-23-000148 · wk-form4_1703711456.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,541 F1 · price: The common stock was sold by the reporting person in a series of open market transactions at an average sale price of $30.1544. The range of sale prices on the transaction date was $30.0500 to $30.2800. The reporting person undertakes to provide, upon request by the SEC staff, NMIH or a security holder of NMIH, full information regarding the shares sold at each price. F2 · balance_after: Represents 106,694 Class A common shares and 5,847 unvested restricted stock units. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 16:51 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 700 | $30.04 | $21,028.00 |
DisclosureSEC source: 0001547903-23-000120 · wk-form4_1691527847.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,828 F1 · price: The common stock was sold by the reporting person in a series of open market transactions at an average sale price of $30.04. The range of sale prices on the transaction date was $30.00 to $30.12. The reporting person undertakes to provide, upon request by the SEC staff, NMIH or a security holder of NMIH, full information regarding the shares sold at each price. F2 · balance_after: Represents 111,981 Class A common shares and 5,847 unvested restricted stock units. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 16:08 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 3,952 | $29.11 | $115,056.55 |
DisclosureSEC source: 0001547903-23-000118 · wk-form4_1691438898.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,528 F1 · price: The common stock was sold by the reporting person in an open market transaction on the transaction date at a sale price of $29.1135. The reporting person undertakes to provide, upon request by the SEC staff, NMIH or a security holder of NMIH, full information regarding the sale. F2 · balance_after: Represents 112,681 Class A common shares and 5,847 unvested restricted stock units. Read SEC document |
| May 11, 2023 Filed May 15, 2023 16:16 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 5,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-23-000094 · wf-form4_168418179245976.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,480 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 116,633 Class A common shares and 5,847 unvested restricted stock units. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 16:03 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | Exercise / conversionStock Option (right to buy) · Derivative | 25,313 | $10.00 Strike: $10.00 | $253,130.00 |
DisclosureSEC source: 0001547903-22-000155 · wf-form4_166309941870876.xml · derivative · entry 4 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Shares, $0.01 par value per share · 25,313 shares Expires 2022-11-08 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. F3 · derivative.exercise_date: The options vested in full on November 8, 2015. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 16:03 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 25,313 | $20.30 | $513,894.40 |
DisclosureSEC source: 0001547903-22-000155 · wf-form4_166309941870876.xml · nonDerivative · entry 2 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,633 F1 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date at a weighted average sale price of $20.3016. The range of sale prices on the transaction date was $20.22 to $20.52. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · balance_after: Represents 109,693 class A common shares and 6,940 unvested restricted stock units. Read SEC document |
| September 09, 2022 Filed Sep 13, 2022 16:03 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | Exercise / conversionClass A Common Shares, $0.01 par value per share | 25,313 | $10.00 | $253,130.00 |
DisclosureSEC source: 0001547903-22-000155 · wf-form4_166309941870876.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,946 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 |
| May 12, 2022 Filed May 16, 2022 16:38 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 6,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-22-000119 · wf-form4_165273344674422.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,633 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 109,693 class A common shares and 6,940 unvested restricted stock units. Read SEC document |
| May 12, 2022 Filed May 18, 2022 17:47 UTC Amendment | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 6,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-22-000134 · wf-form4a_165291038617109.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,633 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 109,693 class A common shares and 6,940 unvested restricted stock units. Read SEC document |
| May 13, 2021 Filed May 14, 2021 20:07 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 5,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-21-000126 · wf-form4_162103724737477.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,693 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 104,563 class A common shares and 5,130 unvested restricted stock units. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:35 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 9,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-20-000058 · wf-form4_158984850053859.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,563 F1 · shares: Represents restricted stock units granted pursuant to the NMIH 2012 Stock Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 95,548 class A common shares and 9,015 unvested restricted stock units. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 18:56 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 2,000 | $33.40 | $66,809.00 |
DisclosureSEC source: 0001547903-19-000139 · wf-form4_157377576429181.xml · nonDerivative · entry 2 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Jaime C. Jones Irrevocable Living Trust, of which the reporting person is the sole trustee Disclosed balance after: 0 F2 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date at a weighted average sale price of $33.4045. The range of sale prices was $33.40 to $33.43. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 18:56 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 2,000 | $33.37 | $66,740.00 |
DisclosureSEC source: 0001547903-19-000139 · wf-form4_157377576429181.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Jennie K. Jones Irrevocable Living Trust, of which the reporting person is the sole trustee Disclosed balance after: 0 F1 · price: The common stock was sold by the reporting person in an open market transaction on the transaction date, each at a sale price of $33.37. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the sale. Read SEC document |
| May 09, 2019 Filed May 13, 2019 19:11 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 4,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-19-000086 · wf-form4_155778904770023.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,548 F1 · shares: Represents restricted stock units granted pursuant to the NMI Holdings, Inc. 2012 Stock Incentive Plan on May 9, 2019. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 91,194 class A common shares and 4,354 unvested restricted stock units. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:28 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001547903-19-000045 · wf-form4_155295886636970.xml · derivative · entry 6 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,313 Underlying: Class A Common Shares, $0.01 par value per share · 12,500 shares Expires 2022-11-08 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. F3 · derivative.exercise_date: The option vested in full on November 8, 2015. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:28 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 12,500 | $26.16 | $327,045.00 |
DisclosureSEC source: 0001547903-19-000045 · wf-form4_155295886636970.xml · nonDerivative · entry 2 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,194 F1 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date at a weighted average sale price of $26.1636. The range of sale prices on the transaction date was $26.15 to $26.18. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. F2 · balance_after: Represents 86,271 class A common shares and 4,923 unvested restricted stock units. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 21:28 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | Exercise / conversionClass A Common Shares, $0.01 par value per share | 12,500 | $10.00 | $125,000.00 |
DisclosureSEC source: 0001547903-19-000045 · wf-form4_155295886636970.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,694 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 |
| August 22, 2018 Filed Aug 24, 2018 16:59 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 12,886 | $22.12 | $285,061.51 |
DisclosureSEC source: 0001547903-18-000111 · wf-form4_153514433209681.xml · nonDerivative · entry 2 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Jennie K. Jones Irrevocable Living Trust, of which the reporting person is the sole trustee Disclosed balance after: 2,000 F2 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date with a volume weighted average sale price of $22.1218. The range of sale prices on the transaction date was $22.0757 to $22.15. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. Read SEC document |
| August 21, 2018 Filed Aug 24, 2018 16:59 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 5,114 | $22.19 | $113,493.98 |
DisclosureSEC source: 0001547903-18-000111 · wf-form4_153514433209681.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Jennie K. Jones Irrevocable Living Trust, of which the reporting person is the sole trustee Disclosed balance after: 14,886 F1 · price: The common stock was sold by the reporting person in a series of open market transactions on the transaction date with a volume weighted average sale price of $22.1928. The range of sale prices on the transaction date was $22.15 to $22.25. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each price. Read SEC document |
| May 10, 2018 Filed May 14, 2018 18:18 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 4,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-18-000080 · wf-form4_152633626313073.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,194 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 86,271 class A common shares and 4,923 unvested restricted stock units. Read SEC document |
| June 09, 2017 Filed Jun 9, 2017 17:11 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | SaleClass A Common Shares, $0.01 par value per share | 10,000 | $11.25 | $112,500.00 |
DisclosureSEC source: 0001547903-17-000088 · wf-form4_149704269068521.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,271 F1 · shares: The common stock was held in an account as a joint tenancy with the reporting person's family member. F2 · balance_after: Represents 79,032 class A common shares and 7,239 unvested restricted stock units. Read SEC document |
| May 11, 2017 Filed May 15, 2017 17:30 UTC | NMI Holdings, Inc. NMIH · Entity 4161 | GrantRestricted Stock Unit (right to receive) | 7,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001547903-17-000077 · wf-form4_149488378829672.xml · nonDerivative · entry 1 Jones James G · CIK 0001289111 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,271 F1 · shares: Represents restricted stock units granted pursuant to the NMIH Amended and Restated 2014 Omnibus Incentive Plan on May 11, 2017. The restricted stock units vest on the first anniversary of the grant date. F2 · balance_after: Represents 89,032 class A common shares and 7,239 unvested restricted stock units. 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.