Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | Director | June 12, 2020 | June 12, 2020 |
| COWEN INC.COWN · Entity 89620 | Director | July 27, 2020 | July 28, 2020 |
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 June 12, 2020 · Filed June 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,799 |
Reported balance
After 2020-06-12 transaction · row 1
1 source rowRow 1 · 2020-06-12 · Grant · Acquired 3,483 · Balance 149,799 F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
COWEN INC.
Report date July 27, 2020 · Filed July 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 128,355 |
Reported balance
After 2020-07-27 transaction · row 1
1 source rowRow 1 · 2020-07-27 · Grant · Acquired 14,620 · Balance 128,355 F1: Grant of restricted stock units for no monetary consideration. The shares underlying the restricted stock units will be delivered in accordance with the terms of the award agreement between the Issuer and the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units for no monetary consideration. The shares underlying the restricted stock units will be delivered in accordance with the terms of the award agreement between the Issuer and the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| July 27, 2020 Filed Jul 28, 2020 16:59 UTC | COWEN INC. COWN · Entity 89620 | GrantClass A Common Stock | 14,620 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-008524 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,355 F1 · price: Grant of restricted stock units for no monetary consideration. The shares underlying the restricted stock units will be delivered in accordance with the terms of the award agreement between the Issuer and the Reporting Person. Read SEC document |
| June 12, 2020 Filed Jun 12, 2020 20:50 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-20-000065 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,799 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 16:16 UTC | COWEN INC. COWN · Entity 89620 | GrantClass A Common Stock | 12,473 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-008816 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,735 F1 · price: Grant of restricted stock units for no monetary consideration. The shares underlying the restricted stock units will be delivered in accordance with the terms of the award agreement between the Issuer and the Reporting Person. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 21:21 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-19-000058 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,316 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. F2 · balance_after: On April 2, 2019, the Company's common stock split on a 3-for-2 basis resulting in an increase of 47,721 shares of common stock beneficially owned by the reporting person. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 16:58 UTC | COWEN INC. COWN · Entity 89620 | GrantClass A Common Stock | 12,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-010149 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,262 F1 · price: Grant of restricted stock units for no monetary consideration. The shares underlying the restricted stock units will be delivered in accordance with the terms of the award agreement between the Issuer and the Reporting Person. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 21:08 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-18-000049 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,444 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| June 22, 2017 Filed Jun 26, 2017 17:04 UTC | COWEN INC. COWN · Entity 89620 | GrantClass A Common Stock | 11,534 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-009586 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,930 F1 · price: Grant of restricted stock units for no monetary consideration. The shares underlying the restricted stock units will be delivered in accordance with the terms of the award agreement between the Issuer and the Reporting Person. F2 · balance_after: The number of securities shown in this report reflects a one-for-four reverse split of the Issuer's Class A Common Stock that occurred on December 2, 2016, including the reporting person's receipt of any cash in lieu of fractional shares. Read SEC document |
| May 16, 2017 Filed May 16, 2017 20:35 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-17-000039 · edgar.xml · nonDerivative · entry 1 NUSBAUM JACK H · CIK 0001198073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,825 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. 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.