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LEDERMAN IRA S

Disclosed activity across 1 company

Tapewire entity
152851
SEC CIK
0001225185

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BERKLEY W R CORPWRB · Entity 3183EVP & SecretaryDecember 11, 2019December 30, 2019

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 December 11, 2019 · Filed December 30, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy The Ira S. Lederman Living Trust240,031 Reported balance After 2019-12-11 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2019-12-11 · Gift · Disposed 600 · Balance 240,031

Common StockSEC Table I · non-derivativeDirect251,801 Reported balance Holding disclosure · report date 2019-12-11 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 251,801

F1: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred), and does not include unvested shares of common stock underlying performance-based RSUs.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred), and does not include unvested shares of common stock underlying performance-based RSUs.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 20, 2019 Filed Dec 26, 2019 16:21 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 98,529 $0.00 $0.00
Disclosure

SEC source: 0000011544-19-000131 · edgar.xml · nonDerivative · entry 2

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Indirect · By The Ira S. Lederman Living Trust

Disclosed balance after: 240,631

Read SEC document
December 20, 2019 Filed Dec 26, 2019 16:21 UTC BERKLEY W R CORP WRB · Entity 3183 GiftCommon Stock 98,529 $0.00 $0.00
Disclosure

SEC source: 0000011544-19-000131 · edgar.xml · nonDerivative · entry 1

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Indirect · By The Carol J. Lederman Living Trust

Disclosed balance after: 0

Read SEC document
December 11, 2019 Filed Dec 30, 2019 21:17 UTC BERKLEY W R CORP WRB · Entity 3183 GiftCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0000011544-19-000133 · edgar.xml · nonDerivative · entry 1

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Indirect · By The Ira S. Lederman Living Trust

Disclosed balance after: 240,031

Read SEC document
August 05, 2019 Filed Aug 8, 2019 01:48 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 1,118 $68.57 $76,655.67
Disclosure

SEC source: 0000011544-19-000094 · edgar.xml · nonDerivative · entry 2

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 251,801

F3 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.

F4 · balance_after: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred), and does not include unvested shares of common stock underlying performance-based RSUs.

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August 05, 2019 Filed Aug 8, 2019 01:48 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 25,345 $0.00 $0.00
Disclosure

SEC source: 0000011544-19-000094 · edgar.xml · nonDerivative · entry 1

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 252,919

F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2014, 2015 and 2016 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the: (i) five-year performance period ending June 30, 2019 for RSUs granted in 2014 (16,500 shares); (ii) four-year performance period ending June 30, 2019 for RSUs granted in 2015 (4,386 shares); and (iii) three-year performance period ending June 30, 2019 for RSUs granted in 2016 (4,459 shares).

F2 · balance_after: On April 2, 2019, the Company's common stock split on a 3-for-2 basis (the "Stock Split"), resulting in an increase of 75,859 shares of common stock underlying vested RSUs beneficially owned by the Reporting Person.

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December 26, 2018 Filed Dec 28, 2018 21:27 UTC BERKLEY W R CORP WRB · Entity 3183 GiftCommon Stock 200 $0.00 $0.00
Disclosure

SEC source: 0000011544-18-000095 · edgar.xml · nonDerivative · entry 2

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Indirect · By The Carol J. Lederman Living Trust

Disclosed balance after: 65,686

Read SEC document
December 26, 2018 Filed Dec 28, 2018 21:27 UTC BERKLEY W R CORP WRB · Entity 3183 GiftCommon Stock 350 $0.00 $0.00
Disclosure

SEC source: 0000011544-18-000095 · edgar.xml · nonDerivative · entry 1

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Indirect · By The Ira S. Lederman Living Trust

Disclosed balance after: 94,735

Read SEC document
August 06, 2018 Filed Aug 8, 2018 22:38 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 129 $76.06 $9,811.10
Disclosure

SEC source: 0000011544-18-000076 · edgar.xml · nonDerivative · entry 2

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,715

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of performance-based RSUs.

F3 · balance_after: Represents 151,715 shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred), and does not include unvested shares of common stock underlying performance-based RSUs.

Read SEC document
August 06, 2018 Filed Aug 8, 2018 22:38 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 2,924 $0.00 $0.00
Disclosure

SEC source: 0000011544-18-000076 · edgar.xml · nonDerivative · entry 1

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,844

F1 · shares: Represents the vesting of a tranche of performance-based restricted stock units ("RSUs") granted in 2015 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2018.

Read SEC document
August 07, 2017 Filed Aug 9, 2017 22:12 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 775 $68.45 $53,050.69
Disclosure

SEC source: 0000011544-17-000071 · edgar.xml · nonDerivative · entry 1

LEDERMAN IRA S · CIK 0001225185 · EVP & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,920

F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs").

F2 · balance_after: Represents shares of common stock underlying RSUs, all of which have vested (the receipt of which has been deferred), and does not include unvested shares of common stock underlying performance-based RSUs.

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.