Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRAVELERS COMPANIES, INC.TRV · Entity 2960 | EVP & Chief HR Officer | February 21, 2018 | February 23, 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.
TRAVELERS COMPANIES, INC.
Report date February 21, 2018 · Filed February 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,931.457 |
Reported balance
After 2018-02-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-21 · Grant · Acquired 5,931.457 · Balance 5,931.457 F1: Represents common stock paid out upon achievement of performance objectives contained in performance share rights granted in 2015. F2: Reflects the transfer of shares previously held directly by the Reporting Person. Such shares are now held indirectly. |
| Common StockSEC Table I · non-derivative | Direct | 3,444.457 |
Reported balance
After 2018-02-21 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-02-21 · Tax withholding · Disposed 2,487 · Balance 3,444.457 |
| Common StockSEC Table I · non-derivative | IndirectIn Trust | 13,000 |
Reported balance
Holding disclosure · report date 2018-02-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,000 F2: Reflects the transfer of shares previously held directly by the Reporting Person. Such shares are now held indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock paid out upon achievement of performance objectives contained in performance share rights granted in 2015.
F2: Reflects the transfer of shares previously held directly by the Reporting Person. Such shares are now held indirectly.
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 |
|---|---|---|---|---|---|---|
| February 21, 2018 Filed Feb 23, 2018 21:12 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | Tax withholdingCommon Stock | 2,487 | $139.72 | $347,483.64 |
DisclosureSEC source: 0001127602-18-008051 · form4.xml · nonDerivative · entry 2 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,444.457 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:12 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 5,931.457 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008051 · form4.xml · nonDerivative · entry 1 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,931.457 F1 · kind: Represents common stock paid out upon achievement of performance objectives contained in performance share rights granted in 2015. F2 · balance_after: Reflects the transfer of shares previously held directly by the Reporting Person. Such shares are now held indirectly. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 22:21 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantStock Option (Right to Buy) · Derivative | 19,124 | $0.00 Strike: $140.85 | $0.00 |
DisclosureSEC source: 0001127602-18-004657 · form4.xml · derivative · entry 1 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,124 Underlying: Common Stock · 19,124 shares Expires 2028-02-06 Read SEC document |
| August 10, 2017 Filed Aug 11, 2017 16:11 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | SaleCommon Stock | 3,525 | $129.85 | $457,703.63 |
DisclosureSEC source: 0001127602-17-025454 · form4.xml · nonDerivative · entry 1 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,657.874 Read SEC document |
| May 05, 2017 Filed May 9, 2017 14:34 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | SaleCommon Stock | 5,500 | $120.92 | $665,060.00 |
DisclosureSEC source: 0001127602-17-017292 · form4.xml · nonDerivative · entry 1 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,182.874 F1 · balance_after: Reflects the transfer of shares previously held indirectly by the Reporting Person. Such shares are now held directly. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:37 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | Tax withholdingCommon Stock | 3,785 | $121.85 | $461,202.25 |
DisclosureSEC source: 0001127602-17-008234 · form4.xml · nonDerivative · entry 2 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,025.874 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:37 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantCommon Stock | 7,803.146 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008234 · form4.xml · nonDerivative · entry 1 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,810.874 F1 · kind: Represents common stock paid out upon achievement of performance objectives contained in performance share rights granted in 2014. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 18:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | Exercise / conversionStock Options (Right to Buy) · Derivative | 18,294 | $0.00 Strike: $80.35 | $0.00 |
DisclosureSEC source: 0001127602-17-007969 · form4.xml · derivative · entry 4 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,294 shares Expires 2024-02-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 18:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | SaleCommon Stock | 18,294 | $121.25 | $2,218,165.79 |
DisclosureSEC source: 0001127602-17-007969 · form4.xml · nonDerivative · entry 2 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,007.728 F1 · price: Represents the weighted average sales price for price increments ranging from $121.18 to $121.33. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 18:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | Exercise / conversionCommon Stock | 18,294 | $80.35 | $1,469,922.90 |
DisclosureSEC source: 0001127602-17-007969 · form4.xml · nonDerivative · entry 1 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,301.728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 21:07 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantStock Options (Right to Buy) · Derivative | 21,671 | $0.00 Strike: $118.78 | $0.00 |
DisclosureSEC source: 0001127602-17-005385 · form4.xml · derivative · entry 1 CLIFFORD JOHN P JR · CIK 0001198913 · EVP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,671 Underlying: Common Stock · 21,671 shares Expires 2027-02-09 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.