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 |
|---|---|---|---|---|---|---|
| August 01, 2018 Filed Aug 1, 2018 21:04 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 276 | $75.86 | $20,937.36 |
DisclosureSEC source: 0000011544-18-000062 · edgar.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276 Underlying: Common Stock · 276 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, 2018 Filed Jul 9, 2018 15:58 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionRestricted Stock Unit · Derivative | 2,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-18-000177 · wf-form4_153115186480621.xml · derivative · entry 3 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,862 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, 2018 Filed Jul 9, 2018 15:58 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 752 | $86.51 | $65,055.52 |
DisclosureSEC source: 0000059478-18-000177 · wf-form4_153115186480621.xml · nonDerivative · entry 2 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,642 Read SEC document |
| July 05, 2018 Filed Jul 9, 2018 15:58 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-18-000177 · wf-form4_153115186480621.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,394 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 |
| May 31, 2018 Filed Jun 4, 2018 21:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-18-000043 · edgar.xml · nonDerivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,619 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 |
| July 05, 2017 Filed Jul 7, 2017 13:58 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 7,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000059478-17-000174 · wf-form4_149943590285128.xml · derivative · entry 1 Pusey Leigh Ann · CIK 0001708919 · SVP, Corp. Affairs & Comm. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,256 Underlying: Common Stock · 7,256 shares Expires not disclosed 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 annual 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 annual installments: 2,394 on July 5, 2018, 2,394 on July 5, 2019, and 2,468 on July 5, 2020. 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.