Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | EVP & Secretary | December 11, 2019 | December 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy The Ira S. Lederman Living Trust | 240,031 |
Reported balance
After 2019-12-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-12-11 · Gift · Disposed 600 · Balance 240,031 |
| Common StockSEC Table I · non-derivative | Direct | 251,801 |
Reported balance
Holding disclosure · report date 2019-12-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 20, 2019 Filed Dec 26, 2019 16:21 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 98,529 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| December 26, 2018 Filed Dec 28, 2018 21:27 UTC | BERKLEY W R CORP WRB · Entity 3183 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.