Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVEREST GROUP, LTD.RE · Entity 3370 | ExecVP, Gen Counsel, Secretary | March 15, 2023 | March 17, 2023 |
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.
EVEREST GROUP, LTD.
Report date March 15, 2023 · Filed March 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common sharesSEC Table I · non-derivative | Direct | 44,255 |
Reported balance
After 2023-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-15 · Grant · Acquired 1,161 · Balance 44,255 F1: Settlement in common shares of 1,161 performance share units (PSU) awarded on 2/26/2020. |
| Common sharesSEC Table I · non-derivative | Direct | 43,871 |
Reported balance
After 2023-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-03-15 · Tax withholding · Disposed 384 · Balance 43,871 F2: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/26/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement in common shares of 1,161 performance share units (PSU) awarded on 2/26/2020.
F2: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/26/2020.
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 |
|---|---|---|---|---|---|---|
| February 26, 2017 Filed Mar 1, 2017 22:15 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 228 | $233.97 | $53,344.02 |
DisclosureSEC source: 0001140361-17-010029 · doc1.xml · nonDerivative · entry 2 Mukherjee Sanjoy · CIK 0001514361 · ExecVP, Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,721 F2 · security: The Common Shares were used to pay withholdings taxes on 612 shares that vested Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 22:15 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 151 | $233.97 | $35,328.72 |
DisclosureSEC source: 0001140361-17-010029 · doc1.xml · nonDerivative · entry 1 Mukherjee Sanjoy · CIK 0001514361 · ExecVP, Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,949 F1 · security: The Common Shares were used to pay withholdings taxes on 421 shares that vested Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 16:56 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 149 | $235.56 | $35,098.44 |
DisclosureSEC source: 0001140361-17-009584 · doc1.xml · nonDerivative · entry 1 Mukherjee Sanjoy · CIK 0001514361 · ExecVP, Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,100 F1 · security: The Common Shares were used to pay withholding taxes on 431 shares that vested Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:18 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 275 | $234.03 | $64,358.25 |
DisclosureSEC source: 0001140361-17-008815 · doc1.xml · nonDerivative · entry 2 Mukherjee Sanjoy · CIK 0001514361 · ExecVP, Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,494 F2 · security: The Common Shares were used to pay withholding taxes on 800 shares that vested. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:17 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,755 | $234.03 | $410,722.65 |
DisclosureSEC source: 0001140361-17-009101 · doc1.xml · nonDerivative · entry 1 Mukherjee Sanjoy · CIK 0001514361 · ExecVP, Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,249 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted Shares will vest on February 22, 2018 (351 shares), February 22, 2019 (351 shares), February 22, 2020 (351 shares), February 22, 2021 (351 shares) and February 22, 2022 (351 shares) Read SEC document |
| February 20, 2017 Filed Feb 23, 2017 20:18 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 247 | $234.86 | $58,010.42 |
DisclosureSEC source: 0001140361-17-008815 · doc1.xml · nonDerivative · entry 1 Mukherjee Sanjoy · CIK 0001514361 · ExecVP, Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,769 F1 · security: The Common Shares were used to pay withholding taxes on 667 shares that vested. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 17:55 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 363 | $189.67 | $68,849.30 |
DisclosureSEC source: 0001140361-16-079769 · doc1.xml · nonDerivative · entry 1 Mukherjee Sanjoy · CIK 0001514361 · ExecVP, Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,016 F1 · security: The Common Shares were used to pay withholding taxes on 700 shares that vested 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.