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 | 38,899.718 |
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 38,899.718 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 307.266 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 307.266 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 21:07 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 952 | $189.01 | $179,937.52 |
DisclosureSEC source: 0001127602-23-004203 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,899.718 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 307.266 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 21:13 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,043 | $172.50 | $179,917.50 |
DisclosureSEC source: 0001127602-22-004242 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,640.452 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 299.423 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 21:26 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,252 | $139.83 | $175,067.16 |
DisclosureSEC source: 0001127602-21-003710 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,298.029 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 160.887 deferred stock units acquired since August 11, 2020 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 20:06 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | PurchaseCommon Stock | 825 | $121.06 | $99,876.15 |
DisclosureSEC source: 0001127602-20-023439 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,885.142 F1 · balance_after: Includes 178.91 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 28, 2020 Filed Mar 2, 2020 21:15 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | PurchaseCommon Stock | 670 | $118.54 | $79,421.80 |
DisclosureSEC source: 0001127602-20-008561 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,881.232 Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 22:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,320 | $132.58 | $175,005.60 |
DisclosureSEC source: 0001127602-20-004085 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,211.232 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 223.435 shares of deferred stock units acquired since December 31, 2018 pursuant to the dividend reinvestment feature of the Company's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| August 19, 2019 Filed Aug 19, 2019 20:10 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | PurchaseCommon Stock | 700 | $147.49 | $103,243.00 |
DisclosureSEC source: 0001127602-19-026970 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,644.297 Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:50 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,387 | $126.18 | $175,011.66 |
DisclosureSEC source: 0001127602-19-004449 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,944.297 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. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 17:27 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 271.4 | $119.75 | $32,500.15 |
DisclosureSEC source: 0001127602-19-000516 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,557.297 F1 · shares: These are deferred common stock units received in lieu of cash compensation pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 72.744 deferred common stock units acquired on December 31, 2018 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 20:53 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 250.56 | $129.71 | $32,500.14 |
DisclosureSEC source: 0001127602-18-028779 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,213.153 F1 · shares: These are deferred common stock units received in lieu of cash compensation pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 65.283 deferred common stock units acquired on September 28, 2018 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 18:25 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 265.65 | $122.34 | $32,499.62 |
DisclosureSEC source: 0001127602-18-022526 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,897.31 F1 · shares: These are deferred common stock units received in lieu of cash compensation pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 67.123 deferred common stock units acquired on June 29, 2018 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 18:04 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 234.05 | $138.86 | $32,500.18 |
DisclosureSEC source: 0001127602-18-013572 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,564.537 F1 · shares: These are deferred common stock units received in lieu of cash compensation pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 53.804 deferred common stock units acquired on March 30, 2018 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| February 12, 2018 Filed Feb 12, 2018 21:14 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | PurchaseCommon Stock | 1,600 | $136.44 | $218,296.00 |
DisclosureSEC source: 0001127602-18-005169 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,276.683 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 20:43 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,242 | $140.85 | $174,935.70 |
DisclosureSEC source: 0001127602-18-004574 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,676.683 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. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 17:59 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 239.6 | $135.64 | $32,499.34 |
DisclosureSEC source: 0001127602-18-000416 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,434.683 F1 · shares: These are deferred common stock units received in lieu of cash compensation pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 46.967 deferred common stock units acquired on December 29, 2017 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 18:37 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 265.26 | $122.52 | $32,499.66 |
DisclosureSEC source: 0001127602-17-028861 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,148.116 F1 · shares: These are deferred common stock units acquired pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 50.143 deferred common stock units acquired on September 29, 2017 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 17:41 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 256.86 | $126.53 | $32,500.50 |
DisclosureSEC source: 0001127602-17-022521 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,832.713 F1 · shares: These are deferred common stock units acquired pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 46.825 deferred common stock units acquired on June 30, 2017 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 15:34 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 269.62 | $120.54 | $32,499.99 |
DisclosureSEC source: 0001127602-17-013716 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,529.028 F1 · shares: These are deferred common stock units acquired pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 43.998 deferred common stock units acquired on March 31, 2017 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 16:46 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 1,473 | $118.78 | $174,962.94 |
DisclosureSEC source: 0001127602-17-005183 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,215.41 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. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 20:27 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 265.48 | $122.42 | $32,500.06 |
DisclosureSEC source: 0001127602-17-000168 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,742.41 F1 · shares: These are deferred common stock units acquired pursuant to the Company's Deferred Compensation Plan for Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 33.621 deferred common stock units acquired on December 30, 2016 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 19:33 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | PurchaseCommon Stock | 2,000 | $107.19 | $214,380.00 |
DisclosureSEC source: 0001127602-16-066669 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,443.309 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:34 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 283.72 | $114.55 | $32,500.13 |
DisclosureSEC source: 0001127602-16-064022 · form4.xml · nonDerivative · entry 1 Ruegger Philip T III · CIK 0001598593 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,443.309 F1 · shares: These are deferred common stock units received in lieu of cash compensation pursuant to the Company's Deferred Compensation Plan for the Non-Employee Directors. The deferred common 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 the deferred common stock units granted under one or more of the Company's directors' compensation plans. Also includes 34.073 deferred common stock units acquired on September 30, 2016 pursuant to the dividend reinvestment features of those plans, which will be distributed as described in footnote 1 above. 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.