Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TRAVELERS COMPANIES, INC.
Report date May 11, 2016 · Filed September 21, 2016
Section 16 reporting ended · disclosed 2016-09-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 392,074.16 |
Reported balance
After 2016-05-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-05-11 · Gift · Disposed 30,000 · Balance 392,074.16 F1: Reflects the reporting person's total holdings of company common stock as of May 11, 2016. |
| Common StockSEC Table I · non-derivative | Direct | 377,074.16 |
Reported balance
After 2016-07-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2016-07-26 · Gift · Disposed 15,000 · Balance 377,074.16 F2: Reflects the reporting person's total holdings of company common stock as of July 26, 2016. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 1,420.408 |
Reported balance
Holding disclosure · report date 2016-05-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,420.408 F3: Reflects the reporting person's 401(k) Plan holdings of company common stock as of July 26, 2016. |
| Common StockSEC Table I · non-derivative | IndirectIn trusts for children | 24,288 |
Reported balance
Holding disclosure · report date 2016-05-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 24,288 F4: The Reporting Person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the reporting person's total holdings of company common stock as of May 11, 2016.
F2: Reflects the reporting person's total holdings of company common stock as of July 26, 2016.
F3: Reflects the reporting person's 401(k) Plan holdings of company common stock as of July 26, 2016.
F4: The Reporting Person disclaims beneficial ownership of these shares.
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 |
|---|---|---|---|---|---|---|
| July 26, 2016 Filed Sep 21, 2016 21:14 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062990 · form4.xml · nonDerivative · entry 2 FISHMAN JAY S · CIK 0001201696 · Former Exec. Chair. of the Bd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,074.16 F2 · balance_after: Reflects the reporting person's total holdings of company common stock as of July 26, 2016. Read SEC document |
| May 11, 2016 Filed Sep 21, 2016 21:14 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062990 · form4.xml · nonDerivative · entry 1 FISHMAN JAY S · CIK 0001201696 · Former Exec. Chair. of the Bd. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,074.16 F1 · balance_after: Reflects the reporting person's total holdings of company common stock as of May 11, 2016. 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.