Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | SVP and General Counsel | May 15, 2018 | May 16, 2018 |
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 May 15, 2018 · Filed May 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,561 |
Reported balance
After 2018-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-05-15 · Tax withholding · Disposed 98 · Balance 15,561 F1: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2: Includes 13,961 shares of common stock underlying RSUs, 2,739 of which have vested (the receipt of which has been deferred), 5,674 of which are scheduled to vest in two (2) equal installments on May 15, 2019 and May 15, 2020, and 5,548 of which are scheduled to vest in three (3) equal installments on August 5, 2019, August 5, 2020 and August 5, 2021, and does not include unvested shares of common stock underlying performance-based RSUs . |
Filing footnotes · ownership attribution and instrument terms
F1: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs").
F2: Includes 13,961 shares of common stock underlying RSUs, 2,739 of which have vested (the receipt of which has been deferred), 5,674 of which are scheduled to vest in two (2) equal installments on May 15, 2019 and May 15, 2020, and 5,548 of which are scheduled to vest in three (3) equal installments on August 5, 2019, August 5, 2020 and August 5, 2021, 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 |
|---|---|---|---|---|---|---|
| May 15, 2018 Filed May 16, 2018 20:54 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 98 | $76.07 | $7,454.86 |
DisclosureSEC source: 0000011544-18-000024 · edgar.xml · nonDerivative · entry 1 RICCIARDI MATTHEW M · CIK 0001642774 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,561 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Includes 13,961 shares of common stock underlying RSUs, 2,739 of which have vested (the receipt of which has been deferred), 5,674 of which are scheduled to vest in two (2) equal installments on May 15, 2019 and May 15, 2020, and 5,548 of which are scheduled to vest in three (3) equal installments on August 5, 2019, August 5, 2020 and August 5, 2021, and does not include unvested shares of common stock underlying performance-based RSUs . Read SEC document |
| September 02, 2016 Filed Sep 6, 2016 21:58 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 5,548 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-16-000136 · edgar.xml · nonDerivative · entry 1 RICCIARDI MATTHEW M · CIK 0001642774 · SVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,659 F1 · shares: Represents restricted stock units granted under the W. R. Berkley Corporation 2012 Stock Incentive Plan that are scheduled to vest in three (3) equal installments on August 5, 2019, August 5, 2020 and August 5, 2021. F2 · balance_after: Includes 14,059 restricted stock units of which 8,511 are scheduled to vest in three (3) equal installments on May 15, 2018, May 15, 2019 and May 15, 2020, and 5,548 are scheduled to vest in three (3) equal installments on August 5, 2019, August 5, 2020 and August 5, 2021. 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.