Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | EVP & Secretary | August 03, 2026 | August 05, 2026 |
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 August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,625 |
Reported balance
After 2026-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 14,086 · Balance 214,625 F1: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2021, 2022 and 2023 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2026 (consisting of 5,550 shares; 4,181 shares; and 4,355 shares, respectively). |
| Common StockSEC Table I · non-derivative | Direct | 214,033 |
Reported balance
After 2026-08-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-03 · Tax withholding · Disposed 592 · Balance 214,033 F2: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F3: Includes 139,750 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. |
| Common StockSEC Table I · non-derivative | IndirectBy ESPP | 25,139 |
Reported balance
Holding disclosure · report date 2026-08-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25,139 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2021, 2022 and 2023 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2026 (consisting of 5,550 shares; 4,181 shares; and 4,355 shares, respectively).
F2: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.
F3: Includes 139,750 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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 5, 2026 20:52 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 592 | $72.29 | $42,794.20 |
DisclosureSEC source: 0000011544-26-000044 · form4.xml · nonDerivative · entry 2 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,033 F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F3 · balance_after: Includes 139,750 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 03, 2026 Filed Aug 5, 2026 20:52 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 14,086 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-26-000044 · form4.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,625 F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2021, 2022 and 2023 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2026 (consisting of 5,550 shares; 4,181 shares; and 4,355 shares, respectively). Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 22:31 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 678 | $71.24 | $48,297.33 |
DisclosureSEC source: 0001062993-25-014719 · form4.xml · nonDerivative · entry 2 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,539 F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F3 · balance_after: Includes 126,256 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 15, 2025 Filed Aug 19, 2025 22:31 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 16,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-014719 · form4.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,217 F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2020, 2021 and 2022 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2025 (consisting of 6,396 shares; 5,549 shares; and 4,181 shares, respectively). Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:19 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 735 | $57.75 | $42,446.25 |
DisclosureSEC source: 0001062993-24-015396 · form4.xml · nonDerivative · entry 2 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,091 F4 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F5 · balance_after: Includes 110,808 shares of common stock underlying vested RSUs (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 22:19 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 17,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-015396 · form4.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,826 F1 · shares: On July 10, 2024, the Company's common stock split on a 3-for-2 basis (the "Stock Split"). The number of securities acquired, disposed of, or beneficially owned reported on this Form reflect such Stock Split. F2 · shares: Represents the vesting of tranches of shares of common stock underlying performance-based restricted stock units ("RSUs") granted in 2019, 2020 and 2021 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2024 (consisting of 5,529 shares; 6,397 shares; and 5,547 shares, respectively). F3 · balance_after: Includes an increase of 56,118 shares of common stock beneficially owned by the reporting person resulting from the Stock Split, including 31,357 shares of common stock underlying vested RSUs (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:38 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 363 | $63.14 | $22,919.82 |
DisclosureSEC source: 0001062993-23-016724 · form4.xml · nonDerivative · entry 2 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,236 F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F3 · balance_after: Includes 62,714 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 15, 2023 Filed Aug 17, 2023 20:38 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 7,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016724 · form4.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,599 F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2019 and 2020 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2023 (consisting of 3,686 shares; and 4,265 shares, respectively). Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:22 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 417 | $65.78 | $27,430.26 |
DisclosureSEC source: 0001062993-22-018293 · form4.xml · nonDerivative · entry 2 Welt Philip S · CIK 0001764818 · EVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,648 F3 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs. F4 · balance_after: Includes 55,126 shares of common stock underlying RSUs, 52,179 of which have vested (the receipt of which has been deferred) and the balance of 2,947 is scheduled to vest on August 15, 2023; and does not include unvested shares of common stock underlying performance-based RSUs. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 21:22 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018293 · form4.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,065 F1 · shares: Represents the vesting of a tranche of performance-based restricted stock units ("RSUs") granted in 2019 under the W. R. Berkley Corporation 2018 Stock Incentive Plan for the three-year performance period ending June 30, 2022. F2 · balance_after: On March 23, 2022, the Company's common stock split on a 3-for-2 basis (the "Stock Split"), resulting in an increase of 14,229 shares of common stock underlying vested RSUs beneficially owned by the reporting person. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:28 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 138 | $74.35 | $10,259.61 |
DisclosureSEC source: 0000011544-21-000069 · edgar.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,586 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Includes shares of common stock underlying RSUs, the receipt of 28,456 which have been deferred; 2,185 of which are scheduled to vest on August 15, 2022; 3,930 of which are scheduled to vest in two equal installments on August 15, 2022 and August 15, 2023; and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 17:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 78 | $72.23 | $5,633.55 |
DisclosureSEC source: 0000011544-21-000059 · edgar.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,724 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Includes shares of common stock underlying RSUs, the receipt of 24,445 which have been deferred; 4,370 of which are scheduled to vest in two equal installments on August 15, 2021 and August 15, 2022; 5,894 of which are scheduled to vest in three equal installments on August 15, 2021, August 15, 2022 and August 15, 2023; and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 17, 2020 Filed Aug 19, 2020 21:20 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 92 | $61.27 | $5,636.38 |
DisclosureSEC source: 0000011544-20-000120 · edgar.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,802 F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs"). F2 · balance_after: Includes shares of common stock underlying RSUs, the receipt of 22,175 which have been deferred; 2,348 of which are scheduled to vest on August 5, 2021; and 4,370 of which are scheduled to vest in two equal installments on August 15, 2021 and August 15, 2022; 5,894 of which are scheduled to vest in three equal installments on August 15, 2021, August 15, 2022 and August 15, 2023; and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 05, 2020 Filed Aug 8, 2020 00:58 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 200 | $62.07 | $12,414.00 |
DisclosureSEC source: 0000011544-20-000104 · edgar.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,894 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 restricted stock units, 53,098 of which have vested (the receipt of 20,083 which have been deferred); 2,348 of which are scheduled to vest on August 5, 2021; and 6,554 of which are scheduled to vest in three equal installments on August 15, 2020, August 15, 2021 and August 15, 2022; 5,894 of which are scheduled to vest in three equal installments on August 15, 2021, August 15, 2022 and August 15, 2023; and does not include shares of common stock underlying unvested performance-based RSUs. Read SEC document |
| August 05, 2019 Filed Aug 8, 2019 02:00 UTC | BERKLEY W R CORP WRB · Entity 3183 | Tax withholdingCommon Stock | 258 | $68.57 | $17,689.77 |
DisclosureSEC source: 0000011544-19-000100 · edgar.xml · nonDerivative · entry 1 Welt Philip S · CIK 0001764818 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,091 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 restricted stock units, 48,556 of which have vested (the receipt of 15,542 which have been deferred); 2,393 of which are scheduled to vest on August 5, 2020; 4,696 of which are scheduled to vest in two equal installments on August 5, 2020 and August 5, 2021; and 6,554 of which are scheduled to vest in three equal installments on August 15, 2020, August 15, 2021 and August 15, 2022; and 5,894 of which are scheduled to vest in three equal installments on August 15, 2021, August 15, 2022 and August 15, 2023. On April 2, 2019, the Company's common stock split 3-for-2 (the "Stock Split") resulting in the reporting person's acquisition of 13,692 shares of common stock underlying vested RSUs beneficially owned by the reporting person. 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.