Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVEREST GROUP, LTD.EG · Entity 3370 | 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.
EVEREST GROUP, LTD.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,428 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 85 · Balance 2,428 F1: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer in the form of Common Shares having a fair market value equal to the retainer that would otherwise be paid in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer in the form of Common Shares having a fair market value equal to the retainer that would otherwise be paid in cash.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TRUIST FINANCIAL CORP
Report date February 28, 2023 · Filed March 08, 2023
Section 16 reporting ended · disclosed 2023-03-08. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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, 2026 Filed Oct 5, 2026 20:29 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 85 | $366.47 | $31,149.95 |
DisclosureSEC source: 0001628280-26-064961 · wk-form4_1791232161.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,428 F1 · security: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer in the form of Common Shares having a fair market value equal to the retainer that would otherwise be paid in cash. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:51 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 86 | $360.78 | $31,027.08 |
DisclosureSEC source: 0001628280-26-047004 · wk-form4_1783025463.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,343 F1 · security: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer in the form of Common Shares having a fair market value equal to the retainer that would otherwise be paid in cash. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:41 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 96 | $325.28 | $31,226.88 |
DisclosureSEC source: 0001628280-26-023562 · wk-form4_1775241658.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,257 F1 · security: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer in the form of Common Shares having a fair market value equal to the retainer that would otherwise be paid in cash. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:12 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 960 | $338.69 | $325,142.40 |
DisclosureSEC source: 0001628280-26-013332 · wk-form4_1772489529.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,161 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:26 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 92 | $336.76 | $30,981.92 |
DisclosureSEC source: 0001628280-26-000918 · wk-form4_1767734785.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,201 F1 · security: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer in the form of Common Shares having a fair market value equal to the retainer that would otherwise be paid in cash. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:21 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 88 | $352.30 | $31,002.40 |
DisclosureSEC source: 0001628280-25-044069 · wk-form4_1759522878.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,109 F1 · security: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive the quarterly retainer fee in the form of Common Shares having a fair market value equal to the retainer fee that would otherwise be paid in cash. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 13:09 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 91 | $339.74 | $30,916.34 |
DisclosureSEC source: 0001628280-25-034139 · wk-form4_1751548167.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021 F1 · security: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer fee in the form of Common Shares having a fair market value equal to the retainer fee that would otherwise be paid in cash. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:40 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 24 | $364.05 | $8,737.20 |
DisclosureSEC source: 0001628280-25-016539 · wk-form4_1743712812.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 930 F1 · security: Shares paid as compensation under the 2003 Non-Employee Director Plan to non-employee director in a transaction completed under Rule 16b-3. The reporting person elected to receive his quarterly retainer fee in the form of Common Shares having a fair market value equal to the retainer fee that would otherwise be paid in cash. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:22 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 906 | $359.28 | $325,507.68 |
DisclosureSEC source: 0001628280-25-011695 · wk-form4_1741638151.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:48 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000119 · f4_a1e2k00000rxrkfua1-live.xml · nonDerivative · entry 3 Howard John M · CIK 0001302900 · Chief Insurance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,908 F1 · shares: On February 24, 2020, the reporting person was granted 11,623 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2023 were met, resulting in 2,906 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:48 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000119 · f4_a1e2k00000rxrkfua1-live.xml · nonDerivative · entry 2 Howard John M · CIK 0001302900 · Chief Insurance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,976 F2 · shares: On September 1, 2020, the reporting person was granted 16,273 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2023 were met, resulting in 4,068 restricted stock units being earned. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 14:48 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 3,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000119 · f4_a1e2k00000rxrkfua1-live.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Chief Insurance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,186 F3 · shares: On February 22, 2021, the reporting person was granted 9,628 restricted stock units, which shall vest and become earned in 1/3 increments over four years based on certain performance criteria for each vesting period ending March 15, 2023, 2024, and 2025. The performance criteria for 2023 were met, resulting in 3,210 restricted stock units being earned. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 19:52 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | Tax withholdingCommon Stock | 4,661 | $58.02 | $270,431.22 |
DisclosureSEC source: 0001664272-22-000208 · f4_a1e2k00000rxlamua1-live.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Chief Insurance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,002 Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:25 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000133 · f4_a1e2k00000rxkg2uad-live.xml · nonDerivative · entry 3 Howard John M · CIK 0001302900 · Chief Insurance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,663 F3 · shares: On September 1, 2020, the reporting person was granted 16,273 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2022 were met, resulting in 4,068 restricted stock units being earned. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:25 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 2,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000133 · f4_a1e2k00000rxkg2uad-live.xml · nonDerivative · entry 2 Howard John M · CIK 0001302900 · Chief Insurance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,595 F2 · shares: On February 24, 2020, the reporting person was granted 11,623 restricted stock units, which shall vest and become earned ratably over four years based on certain performance criteria for each vesting year ending March 15, 2021, 2022, 2023 and 2024. The performance criteria for 2022 were met, resulting in 2,906 restricted stock units being earned. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:25 UTC | TRUIST FINANCIAL CORP TFC · Entity 1440 | GrantCommon Stock | 4,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-22-000133 · f4_a1e2k00000rxkg2uad-live.xml · nonDerivative · entry 1 Howard John M · CIK 0001302900 · Chief Insurance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,689 F1 · shares: On February 26, 2019, the reporting person was granted 12,286 restricted stock units, which shall vest and become earned ratably over three years based on certain performance criteria for each vesting year ending March 15, 2020, 2021, and 2022. The performance criteria for 2022 were met, resulting in 4,095 restricted stock units being earned. 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.