Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Chief Investment Officer | March 01, 2017 | March 03, 2017 |
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.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date March 01, 2017 · Filed March 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares (restricted)SEC Table I · non-derivative | Direct | 4,725 |
Reported balance
After 2017-03-01 transaction · row 1
1 source rowRow 1 · 2017-03-01 · Grant · Acquired 1,500 · Balance 4,725 F1: On March 1, 2017, the Reporting Person received a restricted share award of 1,500 Common Shares, which vests on January 1, 2020. |
| Common SharesSEC Table I · non-derivative | Direct | 1,428 |
Reported balance
Holding disclosure · report date 2017-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,428 |
| Common SharesSEC Table I · non-derivative | Indirectby 401(k) | 15 |
Reported balance
Holding disclosure · report date 2017-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15 |
Filing footnotes · ownership attribution and instrument terms
F1: On March 1, 2017, the Reporting Person received a restricted share award of 1,500 Common Shares, which vests on January 1, 2020.
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 21:24 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | GrantCommon Shares (restricted) | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001668244-17-000016 · edgar.xml · nonDerivative · entry 1 Linker David · CIK 0001668114 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,725 F1 · shares: On March 1, 2017, the Reporting Person received a restricted share award of 1,500 Common Shares, which vests on January 1, 2020. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:07 UTC | WHITE MOUNTAINS INSURANCE GROUP LTD WTM · Entity 3904 | Tax withholdingCommon Shares | 360 | $836.05 | $300,978.00 |
DisclosureSEC source: 0001668244-17-000004 · edgar.xml · nonDerivative · entry 1 Linker David · CIK 0001668114 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,428 F1 · balance_after: On January 1, 2017, 1,025 restricted WTM Common Shares became unrestricted. 360 of the Common Shares were withheld by the Company to satisfy the Reporting Person's tax obligations. 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.