Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERKLEY W R CORPWRB · Entity 3183 | Director | June 03, 2026 | June 04, 2026 |
| POPULAR, INC.BPOP · Entity 1363 | Director | October 01, 2026 | October 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 June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,234 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 3,090 · Balance 59,234 F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.
POPULAR, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,599 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-10-01 · Grant · Acquired 105 · Balance 17,599 F3: Restricted stock units convert into common stock on a one-for-one basis. F4: Reflects Restricted Stock Units ("RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs. F5: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. |
| Common Stock Par Value $0.01 per shareSEC Table I · non-derivative | Direct | 34,575.651 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 34,575.651 F1: Includes 174.689 shares acquired pursuant to reinvestment of dividends paid by the Corporation. The shares were acquired in transactions exempt from Section 16 of the Securities Exchange Act of 1934 pursuant to Rule 16a-11 thereunder. |
| Common Stock Par Value $0.01 per shareSEC Table I · non-derivative | IndirectThe Luis A. Ferre Foundation, Inc. | 10,156 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,156 F2: Ms. Ferre is the President and a Trustee of the Luis A Ferre Foundation, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 174.689 shares acquired pursuant to reinvestment of dividends paid by the Corporation. The shares were acquired in transactions exempt from Section 16 of the Securities Exchange Act of 1934 pursuant to Rule 16a-11 thereunder.
F2: Ms. Ferre is the President and a Trustee of the Luis A Ferre Foundation, Inc.
F3: Restricted stock units convert into common stock on a one-for-one basis.
F4: Reflects Restricted Stock Units ("RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs.
F5: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| October 01, 2019 Filed Oct 3, 2019 18:49 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-052056 · doc4.xml · derivative · entry 4 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,190 Underlying: Common Stock Par Value $0.01 per share · 13 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. F4 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 23:08 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040545 · doc4.xml · derivative · entry 4 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177 Underlying: Common Stock Par Value $0.01 per share · 12 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. F4 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 21:18 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,151 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-19-000056 · edgar.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,579 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. F2 · balance_after: On April 2, 2019, the Company's common stock split on a 3-for-2 basis resulting in an increase of 2,809 shares of common stock beneficially owned by the reporting person. Read SEC document |
| May 07, 2019 Filed May 8, 2019 21:02 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 2,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028263 · doc4.xml · derivative · entry 4 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,165 Underlying: Common Stock Par Value $0.01 per share · 2,165 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. F4 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 15:04 UTC | POPULAR, INC. BPOP · Entity 1363 | SaleCommon Stock Par Value $0.01 per share | 3,046 | $56.43 | $171,888.83 |
DisclosureSEC source: 0001209191-19-012397 · doc4.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,223.928 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions ranging from $56.411 to $56.435, inclusive. The reporting person undertakes to provide the Corporation, any security holder of the Corporation, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares acquired at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 31, 2018 Filed Feb 8, 2019 15:18 UTC | POPULAR, INC. BPOP · Entity 1363 | OtherCommon Stock Par Value $0.01 per share | 160.268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008392 · doc5.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,269.928 F1 · kind: Shares acquired pursuant to reinvestment of dividends paid by the Corporation and which are exempt under Section 16 of the Securities Exchange Act. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 20:51 UTC | POPULAR, INC. BPOP · Entity 1363 | SaleCommon Stock Par Value $0.01 per share | 22,500 | $50.12 | $1,127,700.00 |
DisclosureSEC source: 0001209191-18-046627 · doc4.xml · nonDerivative · entry 2 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Luis A. Foundation, Inc. Disclosed balance after: 21,239 F2 · price: This price is a weighted average price. These shares were sold in multiple transactions ranging from $50.00 to $50.31, inclusive. The reporting person undertakes to provide to the Corporation, any security holder of the Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F3 · ownership.nature: Ms. Ferre is the President and a Trustee of The Luis A. Ferre Foundation, Inc. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 20:51 UTC | POPULAR, INC. BPOP · Entity 1363 | SaleCommon Stock Par Value $0.01 per share | 297 | $49.89 | $14,817.33 |
DisclosureSEC source: 0001209191-18-046627 · doc4.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Ranfe, Inc. Disclosed balance after: 0 F1 · ownership.nature: Ranfe Inc. is 100% owned by the Ferre Rangel siblings. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 20:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-18-000039 · edgar.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,619 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| May 08, 2018 Filed May 10, 2018 16:29 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantCommon Stock Par Value $0.01 per share | 2,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029112 · doc4.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,940.224 F1 · kind: Award of Restricted Stock pursuant to Popular, Inc.'s 2004 Omnibus Incentive Plan. The restriction of such restricted stock award lapses upon the retirement of the director. F2 · balance_after: Includes 399.589 shares acquired pursuant to reinvestment of dividends paid by the Corporation and which are exempt under Section 16 of the Securities Exchange Act. Read SEC document |
| December 31, 2017 Filed Feb 12, 2018 21:32 UTC | POPULAR, INC. BPOP · Entity 1363 | OtherCommon Stock Par Value $0.01 per share | 392.603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009217 · doc5.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,407.635 F1 · kind: Shares acquired pursuant to reinvestment of dividends paid by the Corporation and which are exempt under Section 16 of the Securities Exchange Act. Read SEC document |
| May 23, 2017 Filed May 24, 2017 17:41 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantCommon Stock Par Value $0.01 per share | 2,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034859 · doc4.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,015.032 F1 · kind: Award of Restricted Stock pursuant to Popular, Inc.'s 2004 Omnibus Incentive Plan. The restriction of such restricted stock award lapses upon the retirement of the director. F2 · balance_after: Includes 273.145 shares acquired pursuant to reinvestment of dividends paid by the Corporation and which are exempt under Section 16 of the Securities Exchange Act. Read SEC document |
| May 16, 2017 Filed May 16, 2017 20:32 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-17-000037 · edgar.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. Read SEC document |
| December 31, 2016 Filed Feb 13, 2017 11:55 UTC | POPULAR, INC. BPOP · Entity 1363 | OtherCommon Stock Par Value $0.01 per share | 263.888 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009812 · doc5.xml · nonDerivative · entry 1 Ferre Maria Luisa · CIK 0001289698 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,398.887 F1 · kind: Shares acquired pursuant to reinvestment of dividends paid by the Corporation and which are exempt under Section 16 of the Securities Exchange Act. 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.