Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | Director | July 29, 2022 | August 02, 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.
BERKLEY W R CORP
Report date July 29, 2022 · Filed August 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 4,566 |
Reported balance
After 2022-07-29 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2022-07-29 · Purchase · Acquired 4,566 · Balance 4,566 |
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 6,000 |
Reported balance
After 2022-08-01 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2022-08-01 · Purchase · Acquired 1,434 · Balance 6,000 F1: This Transaction was executed in multiple trades at prices ranging from $61.83 to $61.87. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 1,203,988 |
Reported balance
Holding disclosure · report date 2022-07-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,203,988 |
| Common StockSEC Table I · non-derivative | Direct | 89,191 |
Reported balance
Holding disclosure · report date 2022-07-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 89,191 |
Filing footnotes · ownership attribution and instrument terms
F1: This Transaction was executed in multiple trades at prices ranging from $61.83 to $61.87. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 3, 2017 21:05 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 21 | $70.26 | $1,475.46 |
DisclosureSEC source: 0000011544-17-000013 · edgar.xml · derivative · entry 1 BROCKBANK MARK ELLWOOD · CIK 0001068341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,884 Underlying: Common Stock · 21 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 |
| March 01, 2017 Filed Mar 2, 2017 21:38 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 34 | $72.09 | $2,450.89 |
DisclosureSEC source: 0000011544-17-000011 · edgar.xml · derivative · entry 1 BROCKBANK MARK ELLWOOD · CIK 0001068341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,863 Underlying: Common Stock · 34 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 |
| February 01, 2017 Filed Feb 1, 2017 23:11 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 312 | $67.18 | $20,960.16 |
DisclosureSEC source: 0000011544-17-000007 · edgar.xml · derivative · entry 1 BROCKBANK MARK ELLWOOD · CIK 0001068341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,829 Underlying: Common Stock · 312 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 |
| January 03, 2017 Filed Jan 3, 2017 22:28 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 15 | $66.48 | $997.13 |
DisclosureSEC source: 0000011544-17-000002 · edgar.xml · derivative · entry 1 BROCKBANK MARK ELLWOOD · CIK 0001068341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,517 Underlying: Common Stock · 15 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 |
| December 01, 2016 Filed Dec 1, 2016 22:15 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 40 | $62.34 | $2,493.40 |
DisclosureSEC source: 0000011544-16-000148 · edgar.xml · derivative · entry 1 BROCKBANK MARK ELLWOOD · CIK 0001068341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,502 Underlying: Common Stock · 40 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 |
| November 01, 2016 Filed Nov 1, 2016 21:58 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 370 | $56.63 | $20,951.25 |
DisclosureSEC source: 0000011544-16-000142 · edgar.xml · derivative · entry 1 BROCKBANK MARK ELLWOOD · CIK 0001068341 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,462 Underlying: Common Stock · 370 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.