STOCK TITAN

MGIC Investment (NYSE: MTG) director granted Share Units and stock

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

MGIC Investment Corp director Jodee A. Kozlak reported routine equity-related awards. She acquired 164.489 Share Units tied to MGIC common stock value through phantom dividend reinvestment and plan participation, bringing her Share Units balance to 29,531.6668. She also received 77.870 shares of Common Stock from dividends on restricted stock units, increasing her direct common share holdings to 34,495.3901.

Positive

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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Kozlak Jodee A

(Last) (First) (Middle)
C/O MGIC INVESTMENT CORPORATION
250 E. KILBOURN AVE.

(Street)
MILWAUKEE WI 53202

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MGIC INVESTMENT CORP [ MTG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
03/06/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/06/2026 A 77.87 A (1) 34,495.3901 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Share Units(2) (3) 03/06/2026 A 164.489 (4) (5) Common Stock 164.489 (6) 29,531.6668 D
Explanation of Responses:
1. Dividends paid on Restricted Stock Units awarded under the Issuer's Omnibus Incentive Plan. No price was paid by the reporting person for them.
2. The reporting person participates in the MGIC Investment Corporation Deferred Compensation Plan for Non-Employee Directors under which units corresponding to shares of Common Stock of the Issuer ("Share Units") are awarded to the reporting person and/or acquired through compensation deferral.
3. These Share Units do not have a specified dollar-denominated exercise or conversion price. Their value is based, on a one-for-one basis, on the price of the Issuer's common stock on the New York Stock Exchange.
4. These Share Units are settled in cash, on a specified date, unless a qualified election for later distribution is made by the reporting person.
5. These Share Units do not expire on a fixed date. They are settled in cash on a specified date, unless a qualified election for later distribution is made by the reporting person.
6. These Share Units were acquired through phantom dividend reinvestment and no price was paid by the reporting person for the Share Units.
Remarks:
Leslie A. Schunk, Attorney-in-Fact 03/10/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did MGIC Investment (MTG) director Jodee Kozlak report?

Director Jodee A. Kozlak reported routine awards, not market trades. She acquired 164.489 Share Units and 77.870 shares of Common Stock on March 6, 2026, through dividend-related and compensation plan mechanisms rather than open-market purchases.

How many MGIC Investment (MTG) Share Units does Jodee Kozlak hold after this Form 4?

After the reported award, Jodee Kozlak holds 29,531.6668 Share Units. These units track MGIC common stock value on a one-for-one basis and are settled in cash on specified dates under the deferred compensation plan for non-employee directors.

How many MGIC Investment (MTG) common shares does Jodee Kozlak own after the filing?

Following the March 6, 2026 transactions, Jodee Kozlak directly owns 34,495.3901 shares of MGIC common stock. The additional 77.870 shares came from dividends paid on restricted stock units granted under MGIC’s omnibus incentive plan.

Were Jodee Kozlak’s MGIC (MTG) Form 4 transactions open-market buys or sells?

The Form 4 shows no open-market buying or selling. All transactions are coded as awards or other acquisitions, reflecting dividend payments and deferred compensation plan activity rather than discretionary purchases or sales in the open market.

How are MGIC Investment (MTG) Share Units held by Jodee Kozlak valued and settled?

The Share Units are valued one-for-one with MGIC common stock price on the NYSE. They have no fixed exercise price or expiration date and are settled in cash on specified distribution dates, unless Jodee Kozlak makes a qualified election for later payment.

What is the source of the new MGIC (MTG) Share Units reported by Jodee Kozlak?

The new 164.489 Share Units were acquired through phantom dividend reinvestment and participation in MGIC’s Deferred Compensation Plan for Non-Employee Directors, with no cash price paid by Jodee Kozlak for these additional units.
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