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Insider Information:   Michael Jonathan E
Relationship:  
City:   Peoria
State:   IL
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   801,337    

Indirect Shares

  569,364      
Direct Value   $109,432,378    

Indirect Value

  $75,662,351      
Total Shares   1,370,701      
Total Value   $185,094,729      


RLI Corp
 $105,766,040 Ss&c Technologies Holdings Inc
 $3,666,338 RLI Corp
 $105,766,040 Ss&c Technologies Holdings Inc
 $3,666,338
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    7   
    0    

     Stock price went up :

    4   
    0    
     Stock price went down :
    3   
    0    
   
     Gain/Loss Ratio :
   1.3   
   0.0   
     Percentage Gain/Loss :
   -0.6%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            RLI Corp RLI 2024-02-22 743,261 2023-01-30 501,685    Premium*  
            Fieldstone Investment Corporation FICC Director 2007-07-17 0 2005-02-22 0    Premium*  
            Ss&c Technologies Holdings Inc SSNC 2024-05-29 58,076 2024-05-29 67,679    Premium*  
* Premium Members only  

Records found :    290         Free Registration Required For Full Results.    Limit: 25

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  Page 7 of 12
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
RLI RLI Corp President   •       •      –    2010-02-16 4 A $52.31 $6,000 D/D 115 168,693 0 -
RLI RLI Corp President   •       •      –    2010-05-17 4 A $56.08 $6,000 D/D 107 188,520 0 -
RLI RLI Corp officerTitle   •       •      –    2005-11-15 4/A A $55.06 $6,376 D/D 116 134,034 -
RLI RLI Corp President   •       •      –    2003-12-09 4 OE $37.70 $13,157 D/D 349 23,939 -
RLI RLI Corp President   •       •      –    2003-12-09 4 OE $8.24 $13,184 D/D 1,600 24,288 -
RLI RLI Corp President   •       •      –    2011-02-15 4 A $56.47 $18,001 D/D 319 211,333 0 -
RLI RLI Corp President   •       •      –    2013-12-04 4 S $97.48 $19,496 I/I (200) 4,860 0 -
RLI RLI Corp President   •       •      –    2010-02-16 4 A $51.10 $22,859 I/I 447 66,595 0 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2021-08-03 4 B $76.60 $24,895 I/I 325 61,596 2.1 %
SSNC Ss&c Technologies Holding... Director   –       •      –    2020-08-04 4 B $58.19 $27,464 I/I 472 62,006 2.1 %
SSNC Ss&c Technologies Holding... Director   –       •      –    2018-11-05 4 B $49.79 $29,876 I/I 600 49,143 2.1 -
RLI RLI Corp President   •       •      –    2004-05-04 4 B $34.48 $34,480 D/D 1,000 26,206 2.81 -
RLI RLI Corp President   •       •      –    2004-05-05 4 B $34.65 $34,645 D/D 1,000 27,206 2.81 -
RLI RLI Corp President   •       •      –    2004-05-03 4 B $34.85 $34,853 D/D 1,000 25,206 2.81 -
FICC Fieldstone Investment Cor... Director   –       •      –    2005-08-05 4 B $13.45 $40,350 D/D 3,000 27,000 2.39 -
FICC Fieldstone Investment Cor... Director   –       •      –    2005-08-04 4 B $14.03 $42,090 D/D 3,000 24,000 2.39 -
FICC Fieldstone Investment Cor... Director   –       •      –    2005-03-17 4 B $14.05 $42,150 D/D 3,000 21,000 2.39 -
FICC Fieldstone Investment Cor... officerTitle   –       •      –    2005-12-14 4 B $11.17 $44,680 D/D 4,000 31,000 2.39 -
RLI RLI Corp President   •       •      –    2004-05-19 4 OE $8.24 $49,440 D/D 6,000 33,325 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2011-08-09 4 B $16.79 $50,367 D/D 3,000 13,000 2.39 -
RLI RLI Corp President   •       •      –    2016-08-05 4 D $68.51 $57,891 I/I (845) 20,265 0 -
RLI RLI Corp President   •       •      –    2016-08-05 4 A $68.51 $57,891 D/D 845 634,335 0 -
FICC Fieldstone Investment Cor... Director   –       •      –    2005-02-22 4 B $14.69 $58,760 D/D 4,000 18,000 2.39 -
RLI RLI Corp Chairman & CEO   •       •      –    2021-08-05 4 A $108.24 $65,269 D/D 603 733,952 0 -
RLI RLI Corp Chairman & CEO   •       •      –    2021-08-05 4 D $108.24 $65,269 I/I (603) 20,383 0 -

  290  Records found
  1   2   3   4   5   6   7  8   9   10   11   12      
  Page 7 of 12  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed