Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVEREST GROUP, LTD.
Report date June 12, 2020 · Filed June 16, 2020
Section 16 reporting ended · disclosed 2020-06-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,281 |
Reported balance
After 2020-06-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-06-12 · Other · Disposed 11,727 · Balance 4,281 F1: These awards were forfeited upon his termination. |
Filing footnotes · ownership attribution and instrument terms
F1: These awards were forfeited upon his termination.
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 |
|---|---|---|---|---|---|---|
| June 12, 2020 Filed Jun 16, 2020 17:01 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | OtherCommon Shares | 11,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-012189 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,281 F1 · security: These awards were forfeited upon his termination. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 22:16 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 172 | $268.08 | $46,109.76 |
DisclosureSEC source: 0001567619-20-005200 · doc1.xml · nonDerivative · entry 4 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,008 F4 · security: Common Shares used to pay withholding taxes on 502 restricted shares that vested on 2/27/20 Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:16 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 171 | $277.15 | $47,391.80 |
DisclosureSEC source: 0001567619-20-005200 · doc1.xml · nonDerivative · entry 3 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,180 F3 · security: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/22/2017 Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:16 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 509 | $277.15 | $141,066.81 |
DisclosureSEC source: 0001567619-20-005200 · doc1.xml · nonDerivative · entry 2 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,351 F2 · security: Settlement in common shares of 509 performance share units (PSU) awarded on 2/22/2017 under the Company's 2010 Stock Incentive Plan Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:16 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 2,890 | $277.15 | $800,949.05 |
DisclosureSEC source: 0001567619-20-005200 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,842 F1 · security: Restricted shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted shares will vest on February 26, 2021 (578 shares), February 26, 2022 (578 shares), February 26, 2023 (578 shares), February 26, 2024 (578 shares), February 26, 2025 (578 shares) Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:09 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 144 | $280.65 | $40,412.88 |
DisclosureSEC source: 0001567619-20-005016 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,952 F1 · security: Common Shares used to pay withholding taxes on 448 restricted shares that vested on 2/25/20 Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 21:14 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 131 | $284.31 | $37,243.96 |
DisclosureSEC source: 0001567619-20-004876 · doc1.xml · nonDerivative · entry 2 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,096 F2 · security: Common Shares used to pay withholding taxes on 409 restricted shares that vested on 2/24/20 Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 21:14 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 110 | $284.31 | $31,273.55 |
DisclosureSEC source: 0001567619-20-004876 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,227 F1 · security: Common Shares used to pay withholding taxes on 342 restricted shares that vested on 2/22/20 Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 20:55 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 126 | $288.46 | $36,345.96 |
DisclosureSEC source: 0001567619-20-004798 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,337 F1 · security: Common Shares used to pay withholding taxes on 397 restricted shares that vested on 2/21/20 Read SEC document |
| November 19, 2019 Filed Nov 21, 2019 20:51 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 3,945 | $266.23 | $1,050,287.21 |
DisclosureSEC source: 0001567619-19-022021 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,463 F1 · security: Restricted shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted shares will vest on November 19, 2020 (789 shares), November 19, 2021 (789 shares), November 19, 2022 (789 shares), November 19, 2023 (789 shares), November 19, 2024 (789 shares) Read SEC document |
| September 06, 2019 Filed Sep 10, 2019 19:38 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 99 | $249.34 | $24,684.66 |
DisclosureSEC source: 0001567619-19-018105 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,518 F1 · security: Common Shares used to pay withholding taxes on 200 restricted shares that vested on 9/6/19. Read SEC document |
| May 15, 2019 Filed May 16, 2019 15:44 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | SaleCommon Shares | 1,048 | $248.01 | $259,918.25 |
DisclosureSEC source: 0001567619-19-011387 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,617 Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:29 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 2,510 | $223.45 | $560,859.50 |
DisclosureSEC source: 0001567619-19-005797 · doc1.xml · nonDerivative · entry 3 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,665 F3 · security: Restricted shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted shares will vest on February 27, 2020 (502 shares), February 27, 2021 (502 shares), February 27, 2022 (502 shares), February 27, 2023 (502 shares), February 27, 2024 (502 shares) Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:29 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 312 | $223.45 | $69,716.40 |
DisclosureSEC source: 0001567619-19-005797 · doc1.xml · nonDerivative · entry 2 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,155 F2 · security: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/24/2016 Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:29 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 953 | $223.45 | $212,947.85 |
DisclosureSEC source: 0001567619-19-005797 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,467 F1 · security: Settlement in common shares of 970 performance share units (PSU) awarded on 2/24/2016 under the Company's 2010 Stock Incentive Plan Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:31 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 144 | $224.02 | $32,258.16 |
DisclosureSEC source: 0001567619-19-005489 · doc1.xml · nonDerivative · entry 2 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,514 F2 · security: Common Shares used to pay withholding taxes on 447 restricted shares that vested on 2/25/19 Read SEC document |
| February 24, 2019 Filed Feb 27, 2019 21:31 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 131 | $224.02 | $29,345.97 |
DisclosureSEC source: 0001567619-19-005489 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,658 F1 · security: Common Shares used to pay withholding taxes on 409 restricted shares that vested on 2/24/19 Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 20:02 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 109 | $223.56 | $24,368.04 |
DisclosureSEC source: 0001567619-19-005324 · doc1.xml · nonDerivative · entry 2 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,789 F2 · security: Common Shares used to pay withholding taxes on 342 restricted shares that vested on 2/22/19 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 20:02 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 136 | $222.43 | $30,249.80 |
DisclosureSEC source: 0001567619-19-005324 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,898 F1 · security: Common Shares used to pay withholding taxes on 397 restricted shares that vested on 2/21/19 Read SEC document |
| September 06, 2018 Filed Sep 10, 2018 18:25 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 69 | $220.34 | $15,203.72 |
DisclosureSEC source: 0001567619-18-002356 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,034 F1 · security: Common Shares used to pay withholding taxes on 200 restricted shares that vested on 9/6/18. Read SEC document |
| February 25, 2018 Filed Feb 28, 2018 22:07 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 143 | $241.90 | $34,590.99 |
DisclosureSEC source: 0001140361-18-010850 · doc1.xml · nonDerivative · entry 2 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,104 F2 · security: Common Shares used to pay withholding taxes on 448 restricted shares that vested on 02/25/18 Read SEC document |
| February 24, 2018 Filed Feb 28, 2018 22:07 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 131 | $241.90 | $31,688.25 |
DisclosureSEC source: 0001140361-18-010850 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,247 F1 · security: Common Shares used to pay withholding taxes on 409 restricted shares that vested on 02/24/18 Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 21:42 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 121 | $241.38 | $29,206.68 |
DisclosureSEC source: 0001140361-18-009891 · doc1.xml · nonDerivative · entry 2 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,378 F2 · security: The Common Shares were used to pay withholding taxes on 342 restricted shares that vested on 02/22/18 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:42 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,985 | $242.39 | $481,144.15 |
DisclosureSEC source: 0001140361-18-009891 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,499 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted Shares will vest on February 21, 2019 (397 shares), February 21, 2020 (397 shares), February 21, 2021 (397 shares), February 21, 2022 (397 shares) and February 21, 2023 (397 shares) Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 19:47 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,000 | $230.52 | $230,520.00 |
DisclosureSEC source: 0001140361-17-034929 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,514 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted Shares will vest on September 6, 2018 (200 shares), September 6, 2019 (200 shares), September 6, 2020 (200 shares), September 6, 2021 (200 shares) and September 6, 2022 (200 shares) Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 22:17 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 156 | $233.97 | $36,498.54 |
DisclosureSEC source: 0001140361-17-010034 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,514 F1 · security: The Common Shares were used to pay withholding taxes on 447 shares that vested Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 16:59 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 150 | $235.56 | $35,334.00 |
DisclosureSEC source: 0001140361-17-009588 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,670 F1 · security: The Common Shares were used to pay withholding taxes on 409 shares that vested Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:18 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 1,710 | $234.03 | $400,191.30 |
DisclosureSEC source: 0001140361-17-009105 · doc1.xml · nonDerivative · entry 1 ZAFFINO JONATHAN · CIK 0001668743 · SVP & President Everest Nat'l 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,820 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2010 Stock Incentive Plan. The Restricted Shares will vest on February 22, 2018 (342 shares), February 22, 2019 (342 shares), February 22, 2020 (342 shares), February 22, 2021 (342 shares) and February 22, 2022 (342 shares) 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.