Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRAVELERS COMPANIES, INC.TRV · Entity 2960 | Director | February 07, 2023 | February 09, 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.
TRAVELERS COMPANIES, INC.
Report date February 07, 2023 · Filed February 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,193.633 |
Reported balance
After 2023-02-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-07 · Grant · Acquired 952 · Balance 41,193.633 F1: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2: Includes 847.618 shares of deferred stock units acquired since February 8, 2022 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors.
F2: Includes 847.618 shares of deferred stock units acquired since February 8, 2022 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors.
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 07, 2023 Filed Feb 9, 2023 21:04 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 952 | $189.01 | $179,937.52 |
DisclosureSEC source: 0001127602-23-004197 · form4.xml · nonDerivative · entry 1 Beller Alan L · CIK 0001397876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,193.633 F1 · shares: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 847.618 shares of deferred stock units acquired since February 8, 2022 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:03 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,043 | $172.50 | $179,917.50 |
DisclosureSEC source: 0001127602-22-004231 · form4.xml · nonDerivative · entry 1 Beller Alan L · CIK 0001397876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,394.015 F1 · shares: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 867.459 shares of deferred stock units acquired since February 2, 2021 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 21:11 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,252 | $139.83 | $175,067.16 |
DisclosureSEC source: 0001127602-21-003684 · form4.xml · nonDerivative · entry 1 Beller Alan L · CIK 0001397876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,483.556 F1 · shares: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 1,053.501 shares of deferred stock units acquired since February 4, 2020 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:15 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,320 | $132.58 | $175,005.60 |
DisclosureSEC source: 0001127602-20-003986 · form4.xml · nonDerivative · entry 1 Beller Alan L · CIK 0001397876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,178.055 F1 · shares: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 754.521 shares of deferred stock units acquired since February 5, 2019 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:40 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,387 | $126.18 | $175,011.66 |
DisclosureSEC source: 0001127602-19-004433 · form4.xml · nonDerivative · entry 1 Beller Alan L · CIK 0001397876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,103.534 F1 · shares: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 745.139 shares of deferred stock units acquired since February 6, 2018 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 20:25 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,242 | $140.85 | $174,935.70 |
DisclosureSEC source: 0001127602-18-004560 · form4.xml · nonDerivative · entry 1 Beller Alan L · CIK 0001397876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,971.395 F1 · shares: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 657.683 shares of deferred stock units acquired since February 9, 2017 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 16:54 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,473 | $118.78 | $174,962.94 |
DisclosureSEC source: 0001127602-17-005194 · form4.xml · nonDerivative · entry 1 Beller Alan L · CIK 0001397876 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,071.712 F1 · shares: Consists of deferred stock units awarded pursuant to the Company's Amended and Restated 2014 Stock Incentive Plan and the Deferred Compensation Plan for Non-Employee Directors. The deferred stock units will be converted into shares of Company common stock on a one-for-one basis upon distribution. Distribution of shares of common stock occurs, at the election of the director, either in a lump sum or in annual installments beginning at least six months following termination of his or her service as a director pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 603.663 shares of deferred stock units acquired since February 2, 2016 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. 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.