Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Director | December 28, 2022 | December 29, 2022 |
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.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date December 28, 2022 · Filed December 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 6,709 |
Reported balance
After 2022-12-28 transaction · row 1
1 source rowRow 1 · 2022-12-28 · Gift · Disposed 200 · Balance 6,709 |
| Common SharesSEC Table I · non-derivative | Indirectby Davis Family Trust | 1,030 |
Reported balance
Holding disclosure · report date 2022-12-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,030 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ENDURANCE SPECIALTY HOLDINGS LTD
Report date March 28, 2017 · Filed March 30, 2017
Section 16 reporting ended · disclosed 2017-03-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, par value $1.00 per shareSEC Table I · non-derivative | IndirectIRA | 0 |
Reported balance
After 2017-03-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-03-28 · Disposition to issuer · Disposed 5,664 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash. |
| Ordinary Shares, par value $1.00 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-03-28 transaction · row 2
1 source rowRow 2 · 2017-03-28 · Disposition to issuer · Disposed 13,488 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash. F2: Includes all shares held directly by the Reporting Person immediately prior to the Merger, including previously granted restricted shares, each of which, at the effective time of the Merger, vested in full and was converted into the right to receive $93.00 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash.
F2: Includes all shares held directly by the Reporting Person immediately prior to the Merger, including previously granted restricted shares, each of which, at the effective time of the Merger, vested in full and was converted into the right to receive $93.00 in cash.
OneBeacon Insurance Group, Ltd.
Report date September 28, 2017 · Filed September 28, 2017
Section 16 reporting ended · disclosed 2017-09-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-09-28 transaction · row 1
1 source rowRow 1 · 2017-09-28 · Disposition to issuer · Disposed 49,428 · Balance 0 F1: Disposition in connection with the merger between Intact Acquisition Co. Ltd. and OneBeacon Insurance Group, Ltd. ("OneBeacon"), exempt pursuant to Rule 16b-3, in which each outstanding Class A common share of OneBeacon was converted into the right to receive an amount in cash equal to $18.10 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition in connection with the merger between Intact Acquisition Co. Ltd. and OneBeacon Insurance Group, Ltd. ("OneBeacon"), exempt pursuant to Rule 16b-3, in which each outstanding Class A common share of OneBeacon was converted into the right to receive an amount in cash equal to $18.10 per share.
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 |
|---|---|---|---|---|---|---|
| December 28, 2022 Filed Dec 29, 2022 14:26 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024526 · form4.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,709 Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 22:59 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 945 | $1,400.00 | $1,323,000.00 |
DisclosureSEC source: 0001062993-22-019880 · form4.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,909 Read SEC document |
| May 26, 2022 Filed May 27, 2022 17:03 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013668 · form4.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,854 F1 · shares: Annual WTM Chairman Share Award Read SEC document |
| December 08, 2021 Filed Dec 10, 2021 15:41 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012586 · form4.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,539 Read SEC document |
| May 27, 2021 Filed May 28, 2021 20:03 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-21-000017 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 1,030 F1 · shares: Annual WTM Chairman Share Award Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:46 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 337 | $1,117.00 | $376,429.00 |
DisclosureSEC source: 0001668244-21-000005 · edgar.xml · nonDerivative · entry 2 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 715 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:46 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 1,163 | $1,138.00 | $1,323,494.00 |
DisclosureSEC source: 0001668244-21-000005 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 1,052 Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 15:30 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-20-000017 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 1,900 Read SEC document |
| May 21, 2020 Filed May 22, 2020 20:00 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-20-000011 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,004 F1 · shares: Annual WTM Chairman Share Award Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 20:10 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | PurchaseCommon Shares | 50 | $785.00 | $39,250.00 |
DisclosureSEC source: 0001668244-20-000010 · edgar.xml · nonDerivative · entry 3 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,689 Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 20:10 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | PurchaseCommon Shares | 610 | $782.60 | $477,386.00 |
DisclosureSEC source: 0001668244-20-000010 · edgar.xml · nonDerivative · entry 2 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,639 Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 20:10 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | PurchaseCommon Shares | 390 | $715.00 | $278,850.00 |
DisclosureSEC source: 0001668244-20-000010 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,029 Read SEC document |
| December 17, 2019 Filed Dec 20, 2019 13:51 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-19-000045 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 2,000 Read SEC document |
| May 23, 2019 Filed May 28, 2019 21:20 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-19-000029 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 3,350 F1 · shares: Annual WTM Chairman Share Award Read SEC document |
| April 25, 2019 Filed Apr 25, 2019 21:06 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 554 | $928.40 | $514,333.60 |
DisclosureSEC source: 0001668244-19-000024 · edgar.xml · nonDerivative · entry 2 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 3,000 Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 21:06 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 696 | $910.11 | $633,436.56 |
DisclosureSEC source: 0001668244-19-000024 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 3,554 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| April 16, 2019 Filed Apr 17, 2019 20:17 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 354 | $912.90 | $323,166.60 |
DisclosureSEC source: 0001668244-19-000023 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 4,250 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| April 12, 2019 Filed Apr 12, 2019 20:32 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 585 | $916.95 | $536,415.75 |
DisclosureSEC source: 0001668244-19-000022 · edgar.xml · nonDerivative · entry 2 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 4,604 Read SEC document |
| April 10, 2019 Filed Apr 12, 2019 20:32 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 412 | $914.99 | $376,975.88 |
DisclosureSEC source: 0001668244-19-000022 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 5,189 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| April 04, 2019 Filed Apr 5, 2019 20:37 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 910 | $923.65 | $840,521.50 |
DisclosureSEC source: 0001668244-19-000021 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 5,601 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| April 02, 2019 Filed Apr 3, 2019 01:00 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 362 | $925.00 | $334,850.00 |
DisclosureSEC source: 0001668244-19-000020 · edgar.xml · nonDerivative · entry 2 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 6,511 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 01:00 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 852 | $924.15 | $787,375.80 |
DisclosureSEC source: 0001668244-19-000020 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 6,873 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| March 27, 2019 Filed Mar 28, 2019 20:30 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 601 | $922.66 | $554,518.66 |
DisclosureSEC source: 0001668244-19-000019 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 7,725 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| March 22, 2019 Filed Mar 25, 2019 20:37 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 709 | $914.00 | $648,026.00 |
DisclosureSEC source: 0001668244-19-000016 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 8,326 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| March 19, 2019 Filed Mar 20, 2019 20:52 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 954 | $925.21 | $882,650.34 |
DisclosureSEC source: 0001668244-19-000015 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 9,035 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 21:22 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 631 | $907.94 | $572,910.14 |
DisclosureSEC source: 0001668244-19-000014 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Davis Family Trust Disclosed balance after: 9,989 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Davis Family Trust on March 6, 2019. Read SEC document |
| November 29, 2018 Filed Nov 30, 2018 22:28 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-18-000031 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,259 F1 · shares: Gift Read SEC document |
| May 24, 2018 Filed May 25, 2018 16:29 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-18-000021 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,589 F1 · shares: Annual WTM Chairman Share Award Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $892.06 | $89,206.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 11 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,239 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 5 | $893.17 | $4,465.85 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 10 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,339 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 95 | $893.18 | $84,852.10 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 9 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,344 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $893.10 | $89,310.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 8 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,439 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 200 | $891.26 | $178,252.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 7 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,539 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $891.25 | $89,125.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 6 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,739 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $889.20 | $88,920.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 5 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,839 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $889.42 | $88,942.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 4 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,939 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $888.22 | $88,822.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 3 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,039 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $888.11 | $88,811.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 2 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,139 Read SEC document |
| May 15, 2018 Filed May 16, 2018 13:18 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 100 | $888.30 | $88,830.00 |
DisclosureSEC source: 0001668244-18-000017 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,239 Read SEC document |
| April 06, 2018 Filed Apr 9, 2018 12:40 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 2,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-18-000014 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,339 F1 · kind: Bona fide gift. Read SEC document |
| December 27, 2017 Filed Dec 28, 2017 17:13 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | SaleCommon Shares | 350 | $846.21 | $296,173.50 |
DisclosureSEC source: 0001668244-17-000041 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,790 F1 · kind: Open market sale. Read SEC document |
| December 04, 2017 Filed Dec 4, 2017 21:48 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-17-000039 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,140 F1 · kind: Gift to charitable foundation Read SEC document |
| September 28, 2017 Filed Sep 28, 2017 16:23 UTC | OneBeacon Insurance Group, Ltd. OB · Entity 107326 | Disposition to issuerClass A Common Shares | 49,428 | $18.10 | $894,646.80 |
DisclosureSEC source: 0000950157-17-001363 · form4.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposition in connection with the merger between Intact Acquisition Co. Ltd. and OneBeacon Insurance Group, Ltd. ("OneBeacon"), exempt pursuant to Rule 16b-3, in which each outstanding Class A common share of OneBeacon was converted into the right to receive an amount in cash equal to $18.10 per share. Read SEC document |
| May 25, 2017 Filed May 26, 2017 20:05 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-17-000017 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,640 F1 · shares: Annual Director Share Award Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 18:17 UTC | ENDURANCE SPECIALTY HOLDINGS LTD ENH · Entity 172868 | Disposition to issuerOrdinary Shares, par value $1.00 per share | 13,488 | $93.00 | $1,254,384.00 |
DisclosureSEC source: 0001179755-17-000033 · wf-form4_149091224277291.xml · nonDerivative · entry 2 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash. F2 · shares: Includes all shares held directly by the Reporting Person immediately prior to the Merger, including previously granted restricted shares, each of which, at the effective time of the Merger, vested in full and was converted into the right to receive $93.00 in cash. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 18:17 UTC | ENDURANCE SPECIALTY HOLDINGS LTD ENH · Entity 172868 | Disposition to issuerOrdinary Shares, par value $1.00 per share | 5,664 | $93.00 | $526,752.00 |
DisclosureSEC source: 0001179755-17-000033 · wf-form4_149091224277291.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger, dated October 5, 2016 (as amended by Amendment No. 1, dated as of December 1, 2016), by and among Sompo Holdings, Inc. ("Sompo"), Endurance Specialty Holdings Ltd. ("Endurance") and Volcano International Limited, an indirect, wholly-owned subsidiary of Sompo ("Volcano"), whereby Volcano merged with and into Endurance (the "Merger"), with Endurance surviving the Merger as an indirect, wholly-owned subsidiary of Sompo. At the effective time of the Merger, each issued and outstanding ordinary share of Endurance was automatically canceled and converted into the right to receive $93.00 in cash. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 21:56 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GiftCommon Shares | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-16-000026 · edgar.xml · nonDerivative · entry 1 DAVIS MORGAN W · CIK 0001265345 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,290 F1 · kind: Gift to charitable foundation 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.