Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| James River Group Holdings, Inc.JRVR · Entity 6368 | Director | March 01, 2023 | March 02, 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.
James River Group Holdings, Inc.
Report date March 01, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 21,455 |
Reported balance
After 2023-03-01 transaction · row 1
1 source rowRow 1 · 2023-03-01 · Grant · Acquired 2,013 · Balance 21,455 F1: Represents the annual grant of restricted share units (payable solely in common shares of the Issuer on the vesting date) under the James River Group Holdings, Ltd. 2014 Non-Employee Director Incentive Plan, as amended, which vest on March 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the annual grant of restricted share units (payable solely in common shares of the Issuer on the vesting date) under the James River Group Holdings, Ltd. 2014 Non-Employee Director Incentive Plan, as amended, which vest on March 1, 2024.
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 |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 2, 2023 17:09 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | GrantCommon Shares | 2,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001620459-23-000042 · wf-form4_167779497188527.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,455 F1 · shares: Represents the annual grant of restricted share units (payable solely in common shares of the Issuer on the vesting date) under the James River Group Holdings, Ltd. 2014 Non-Employee Director Incentive Plan, as amended, which vest on March 1, 2024. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 19:37 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | GrantCommon Shares | 2,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001620459-22-000019 · wf-form4_164635421731925.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,442 F1 · shares: Grant of restricted share units (payable solely in common shares of the Issuer on the vesting date), which vest on March 2, 2023. Read SEC document |
| February 17, 2021 Filed Feb 18, 2021 17:43 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | GrantCommon Shares | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001620459-21-000015 · wf-form4_161368817903689.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,003 F1 · shares: Grant of restricted share units (payable solely in common shares of the Issuer on the vesting date), which vest on February 17, 2022. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 15:56 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | GrantCommon Shares | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001620459-20-000031 · wf-form4_158231858093617.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,008 F1 · shares: Grant of restricted share units (payable solely in common shares of the Issuer on the vesting date), which vest on February 19, 2021. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 16:43 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | GrantCommon Shares | 1,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001620459-19-000035 · wf-form4_155078537528020.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,860 F1 · shares: Grant of restricted share units (payable solely in common shares of the Issuer on the vesting date), which vest on February 20, 2020. Read SEC document |
| May 15, 2018 Filed May 16, 2018 17:40 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | SaleCommon Shares | 11,993 | $36.51 | $437,828.45 |
DisclosureSEC source: 0000950138-18-000404 · edgar.xml · nonDerivative · entry 2 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,672 F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.50 to $36.57, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 14, 2018 Filed May 16, 2018 17:40 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | SaleCommon Shares | 5,312 | $36.52 | $194,015.49 |
DisclosureSEC source: 0000950138-18-000404 · edgar.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,665 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.50 to $36.62, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 08, 2018 Filed May 9, 2018 17:20 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | SaleCommon Shares | 22,695 | $37.51 | $851,380.23 |
DisclosureSEC source: 0000950138-18-000356 · edgar.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,977 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.50 to $37.675, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 16:16 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | GrantCommon Shares | 1,259 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-18-000171 · edgar.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,672 F1 · shares: Grant of restricted share units (payable solely in common shares of the Issuer on the vesting date), which vest on February 21, 2019. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 17:03 UTC | James River Group Holdings, Inc. JRVR · Entity 6368 | GrantCommon Shares | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0000950138-17-000184 · edgar.xml · nonDerivative · entry 1 Oakes Michael T · CIK 0001334939 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,413 F1 · shares: Grant of restricted share units (payable solely in common shares of the Issuer on the vesting date) which vest on February 14, 2018. 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.