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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   $118,557,284    

Indirect Value

  $82,144,700      
Total Shares   1,370,701      
Total Value   $200,701,983      


RLI Corp
 $114,231,783 Ss&c Technologies Holdings Inc
 $4,325,500 RLI Corp
 $114,231,783 Ss&c Technologies Holdings Inc
 $4,325,500
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   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 8 of 12
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
FICC Fieldstone Investment Cor... Director   –       •      –    2006-08-14 4 B $8.40 $67,200 D/D 8,000 39,000 2.39 -
RLI RLI Corp President   •       •      –    2011-10-21 4 S $70.12 $67,733 I/I (966) 7,060 0 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2022-08-26 4 OE $11.55 $69,270 D/D 6,000 48,500 0 -
RLI RLI Corp President   •       •      –    2004-12-10 4 OE $8.24 $93,855 D/D 10,838 83,794 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2023-05-10 4 OE $15.84 $95,010 D/D 6,000 54,500 0 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2019-08-01 4 B $48.11 $96,228 I/I 2,000 61,399 2.1 -
RLI RLI Corp President   •       •      –    2011-02-24 4 D $56.77 $102,186 I/I (1,800) 5,667 0 -
RLI RLI Corp President   •       •      –    2011-02-24 4 A $56.77 $102,186 D/D 1,800 213,133 0 -
RLI RLI Corp President   •       •      –    2005-02-01 4 A $43.72 $106,689 I/I 2,440 33,644 -
RLI RLI Corp President & CEO   •       •      –    2020-08-07 4 A $92.26 $115,694 D/D 1,254 744,996 0 -
RLI RLI Corp President & CEO   •       •      –    2020-08-07 4 D $92.26 $115,694 I/I (1,254) 20,782 0 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2024-02-27 4 OE $21.39 $128,310 D/D 6,000 54,500 0 -
RLI RLI Corp President   •       •      –    2013-07-24 4 A $84.01 $140,633 D/D 1,674 237,028 0 -
RLI RLI Corp President   •       •      –    2013-07-24 4 D $84.01 $140,633 I/I (1,674) 6,035 0 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2016-02-18 4 B $57.24 $143,094 I/I 2,500 15,500 2.1 -
RLI RLI Corp President   •       •      –    2011-12-13 4 S $71.60 $143,190 I/I (2,000) 5,060 0 -
RLI RLI Corp President   •       •      –    2010-02-24 4 D $54.03 $143,234 I/I (2,651) 7,467 0 -
RLI RLI Corp President   •       •      –    2010-02-24 4 A $54.03 $143,234 D/D 2,651 171,344 0 -
RLI RLI Corp President   •       •      –    2012-08-02 4 D $62.90 $143,838 I/I (2,287) 6,545 0 -
RLI RLI Corp President   •       •      –    2012-08-02 4 A $62.90 $143,838 D/D 2,287 217,357 0 -
SSNC Ss&c Technologies Holding... Director   –       •      –    2016-02-19 4 B $57.93 $144,835 I/I 2,500 18,000 2.1 -
FICC Fieldstone Investment Cor... Director   –       •      –    2007-07-17 4 D $4.00 $160,000 D/D (40,000) 0 0 -
RLI RLI Corp President   •       •      –    2014-07-24 4 D $44.66 $168,056 I/I (3,763) 8,306 0 -
RLI RLI Corp President   •       •      –    2014-07-24 4 A $44.66 $168,056 D/D 3,763 518,872 0 -
RLI RLI Corp President   •       •      –    2013-08-02 4 A $83.77 $173,153 D/D 2,067 255,879 0 -

  290  Records found
  1   2   3   4   5   6   7   8  9   10   11   12      
  Page 8 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