Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | Director | December 01, 2021 | December 03, 2021 |
| ELI LILLY & CoLLY · Entity 2794 | EVP, Corp. Affairs & Comm. | February 10, 2023 | February 14, 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.
BERKLEY W R CORP
Report date December 01, 2021 · Filed December 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,214 |
Ending reported balance
After 2021-12-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-01 · Exercise / conversion · Acquired 2,547 · Balance 15,761 F1: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. Row 2 · 2021-12-01 · Disposition to issuer · Disposed 2,547 · Balance 13,214 |
| Phantom StockSEC Table II · derivative / convertible security · Expires 2021-12-01 | Direct | 0 |
Reported balance
After 2021-12-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-12-01 · Exercise / conversion · Disposed 2,547 · Balance 0 F1: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021.
ELI LILLY & Co
Report date February 10, 2023 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,641 |
Reported balance
After 2023-02-10 transaction · row 1
1 source rowRow 1 · 2023-02-10 · Grant · Acquired 3,681 · Balance 31,641 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2024-02-01 | Direct | 1,744 |
Reported balance
After 2023-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-10 · Grant · Acquired 1,744 · Balance 1,744 F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock.
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 10, 2023 Filed Feb 14, 2023 21:55 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000059 · wf-form4_167641169507148.xml · derivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · EVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,744 Underlying: Common Stock · 1,744 shares Expires 2024-02-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:55 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 3,681 | $345.12 | $1,270,386.72 |
DisclosureSEC source: 0000059478-23-000059 · wf-form4_167641169507148.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · EVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,641 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:57 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 3,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000039 · wf-form4_167546142093711.xml · derivative · entry 3 Pusey Leigh Ann · CIK 0001708919 · EVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,154 shares Expires 2023-02-01 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:57 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,438 | $344.15 | $494,887.70 |
DisclosureSEC source: 0000059478-23-000039 · wf-form4_167546142093711.xml · nonDerivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · EVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,960 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 21:57 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 3,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-23-000039 · wf-form4_167546142093711.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · EVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,398 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 |
| February 09, 2022 Filed Feb 11, 2022 23:25 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 3,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-22-000048 · wf-form4_164462189343178.xml · derivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,154 Underlying: Common Stock · 3,154 shares Expires 2023-02-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:25 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 5,309 | $243.27 | $1,291,520.43 |
DisclosureSEC source: 0000059478-22-000048 · wf-form4_164462189343178.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,244 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:04 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 4,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-22-000030 · wf-form4_164392587950558.xml · derivative · entry 3 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,416 shares Expires 2022-02-01 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:04 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 2,010 | $245.39 | $493,233.90 |
DisclosureSEC source: 0000059478-22-000030 · wf-form4_164392587950558.xml · nonDerivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,935 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 22:04 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 4,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-22-000030 · wf-form4_164392587950558.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,945 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 |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Exercise / conversionPhantom Stock · Derivative | 2,547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012211 · form4.xml · derivative · entry 3 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,547 shares Expires 2021-12-01 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. F1 · derivative.exercise_price: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. F1 · price: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Disposition to issuerCommon Stock | 2,547 | $77.73 | $197,978.31 |
DisclosureSEC source: 0001062993-21-012211 · form4.xml · nonDerivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,214 Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Exercise / conversionCommon Stock | 2,547 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012211 · form4.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,761 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. F1 · price: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 21:34 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-21-000034 · edgar.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,214 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:39 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 4,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-21-000056 · wf-form4_161300753846399.xml · derivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,416 Underlying: Common Stock · 4,416 shares Expires 2022-02-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:39 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 10,791 | $205.77 | $2,220,464.07 |
DisclosureSEC source: 0000059478-21-000056 · wf-form4_161300753846399.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,529 Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:51 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 6,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-21-000028 · wf-form4_161239627141009.xml · derivative · entry 3 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,282 shares Expires 2021-02-01 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:51 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 2,854 | $207.97 | $593,546.38 |
DisclosureSEC source: 0000059478-21-000028 · wf-form4_161239627141009.xml · nonDerivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,738 Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 23:51 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 6,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-21-000028 · wf-form4_161239627141009.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,592 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 |
| January 04, 2021 Filed Jan 5, 2021 22:31 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 11 | $65.71 | $722.76 |
DisclosureSEC source: 0000011544-21-000005 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,547 Underlying: Common Stock · 11 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 22:08 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 18 | $67.02 | $1,206.36 |
DisclosureSEC source: 0000011544-20-000148 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,536 Underlying: Common Stock · 18 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 22:42 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 170 | $61.42 | $10,441.40 |
DisclosureSEC source: 0000011544-20-000140 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,518 Underlying: Common Stock · 170 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 21:09 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 20 | $62.12 | $1,242.40 |
DisclosureSEC source: 0000011544-20-000126 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,348 Underlying: Common Stock · 20 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| August 03, 2020 Filed Aug 3, 2020 21:49 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 169 | $61.98 | $10,473.78 |
DisclosureSEC source: 0000011544-20-000095 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,328 Underlying: Common Stock · 169 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| July 05, 2020 Filed Jul 6, 2020 20:50 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 2,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-20-000121 · wf-form4_159406859487629.xml · derivative · entry 3 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,468 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in three installments: 2,394 on July 5, 2018; 2,394 on July 5, 2019; and 2,468 on July 5, 2020. F2 · derivative.expiration_date: The Restricted Stock Units vest in three installments: 2,394 on July 5, 2018; 2,394 on July 5, 2019; and 2,468 on July 5, 2020. Read SEC document |
| July 05, 2020 Filed Jul 6, 2020 20:50 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,114 | $163.87 | $182,551.18 |
DisclosureSEC source: 0000059478-20-000121 · wf-form4_159406859487629.xml · nonDerivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,310 Read SEC document |
| July 05, 2020 Filed Jul 6, 2020 20:50 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-20-000121 · wf-form4_159406859487629.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,424 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 |
| July 01, 2020 Filed Jul 6, 2020 18:39 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 65 | $57.40 | $3,730.68 |
DisclosureSEC source: 0000011544-20-000077 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,159 Underlying: Common Stock · 65 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| June 20, 2020 Filed Jun 12, 2020 21:03 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-20-000068 · edgar.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,562 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 21:59 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 13 | $57.44 | $746.66 |
DisclosureSEC source: 0000011544-20-000046 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,094 Underlying: Common Stock · 13 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:56 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 201 | $52.10 | $10,472.10 |
DisclosureSEC source: 0000011544-20-000037 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 201 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 21:39 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 18 | $68.39 | $1,230.93 |
DisclosureSEC source: 0000011544-20-000022 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,880 Underlying: Common Stock · 18 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:58 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 6,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-20-000038 · wf-form4_158163466596563.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,282 Underlying: Common Stock · 6,282 shares Expires 2021-02-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:45 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 141 | $74.37 | $10,485.75 |
DisclosureSEC source: 0000011544-20-000010 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,862 Underlying: Common Stock · 141 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| December 02, 2019 Filed Dec 3, 2019 22:04 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 29 | $68.11 | $1,975.19 |
DisclosureSEC source: 0000011544-19-000127 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,721 Underlying: Common Stock · 29 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 21:47 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 150 | $69.87 | $10,480.20 |
DisclosureSEC source: 0000011544-19-000113 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,692 Underlying: Common Stock · 150 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 22:25 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 17 | $71.35 | $1,212.87 |
DisclosureSEC source: 0000011544-19-000105 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,542 Underlying: Common Stock · 17 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| August 01, 2019 Filed Aug 2, 2019 21:12 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 151 | $69.53 | $10,499.48 |
DisclosureSEC source: 0000011544-19-000083 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,525 Underlying: Common Stock · 151 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 19:57 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 2,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-19-000214 · wf-form4_156261581139152.xml · derivative · entry 3 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,468 Underlying: Common Stock · 2,394 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in three installments, 2,394 on July 5, 2018, 2,394 on July 5, 2019, and 2,468 on July 5, 2020. F2 · derivative.expiration_date: The Restricted Stock Units vest in three installments, 2,394 on July 5, 2018, 2,394 on July 5, 2019, and 2,468 on July 5, 2020. Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 19:57 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,080 | $114.42 | $123,573.60 |
DisclosureSEC source: 0000059478-19-000214 · wf-form4_156261581139152.xml · nonDerivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,956 Read SEC document |
| July 05, 2019 Filed Jul 8, 2019 19:57 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-19-000214 · wf-form4_156261581139152.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,036 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 |
| July 01, 2019 Filed Jul 2, 2019 21:24 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 49 | $65.90 | $3,228.86 |
DisclosureSEC source: 0000011544-19-000073 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,374 Underlying: Common Stock · 49 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 21:22 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-19-000060 · edgar.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,079 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. F2 · balance_after: On April 2, 2019, the Company's common stock on a split 3-for-2 basis resulting in an increase of 1,309 shares of common stock beneficially owned by the reporting person. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 21:04 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 8 | $62.36 | $498.90 |
DisclosureSEC source: 0000011544-19-000040 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 Underlying: Common Stock · 8 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:49 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 170 | $61.41 | $10,438.85 |
DisclosureSEC source: 0000011544-19-000030 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317 Underlying: Common Stock · 170 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F3 · balance_after: On April 2, 2019, the Company's common stock split 3-for-2 resulting in the reporting person's acquisition of 383 additional shares of phantom stock. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 22:38 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 14 | $84.25 | $1,179.43 |
DisclosureSEC source: 0000011544-19-000022 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 764 Underlying: Common Stock · 14 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 22:01 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 135 | $77.26 | $10,429.43 |
DisclosureSEC source: 0000011544-19-000012 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 135 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| December 03, 2018 Filed Dec 3, 2018 22:06 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 31 | $78.32 | $2,427.92 |
DisclosureSEC source: 0000011544-18-000091 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615 Underlying: Common Stock · 31 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 21:34 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 277 | $75.62 | $20,946.74 |
DisclosureSEC source: 0000011544-18-000084 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584 Underlying: Common Stock · 277 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| September 04, 2018 Filed Sep 4, 2018 21:06 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 31 | $78.29 | $2,426.99 |
DisclosureSEC source: 0000011544-18-000078 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307 Underlying: Common Stock · 31 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. 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.