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 |
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 | 33,180 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 3,090 · Balance 33,180 F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated. |
| Common StockSEC Table I · non-derivative | IndirectBy DRP | 855 |
Reported balance
Holding disclosure · report date 2026-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 855 |
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.
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 |
|---|---|---|---|---|---|---|
| June 03, 2026 Filed Jun 4, 2026 20:54 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-257636 · ownership.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,180 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 |
| June 11, 2025 Filed Jun 13, 2025 21:04 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-011681 · form4.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,090 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 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. F3 · balance_after: Includes an increase of 9,104 shares of common stock beneficially owned by the reporting person resulting from the Stock Split. Read SEC document |
| June 12, 2024 Filed Jun 12, 2024 19:51 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012470 · form4.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,210 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 |
| June 14, 2023 Filed Jun 14, 2023 21:34 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013558 · form4.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,676 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 |
| January 20, 2023 Filed Feb 9, 2023 22:51 UTC | BERKLEY W R CORP WRB · Entity 3183 | OtherCommon Stock | 4 | $69.24 | $276.96 |
DisclosureSEC source: 0001062993-23-002568 · form4.xml · nonDerivative · entry 3 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DRP Disclosed balance after: 570 Read SEC document |
| December 23, 2022 Filed Feb 9, 2023 22:51 UTC | BERKLEY W R CORP WRB · Entity 3183 | OtherCommon Stock | 1 | $73.28 | $73.28 |
DisclosureSEC source: 0001062993-23-002568 · form4.xml · nonDerivative · entry 2 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DRP Disclosed balance after: 566 Read SEC document |
| September 29, 2022 Filed Feb 9, 2023 22:51 UTC | BERKLEY W R CORP WRB · Entity 3183 | OtherCommon Stock | 1 | $63.82 | $63.82 |
DisclosureSEC source: 0001062993-23-002568 · form4.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DRP Disclosed balance after: 565 Read SEC document |
| July 05, 2022 Filed Sep 14, 2022 20:45 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 6 | $67.60 | $405.57 |
DisclosureSEC source: 0001062993-22-019550 · form4.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DRP Disclosed balance after: 564 F1 · price: This Transaction was executed in multiple trades at prices ranging from $67.59 to $67.62. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 15, 2022 Filed Jun 15, 2022 20:39 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014908 · form4.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,197 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 March 23, 2022, the Company's common stock split on a 3-for-2 basis resulting in an increase of 3,067 shares of common stock beneficially owned by the reporting person. Read SEC document |
| December 20, 2021 Filed Feb 11, 2022 22:02 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 9 | $78.40 | $705.60 |
DisclosureSEC source: 0001062993-22-003799 · form5.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DRP Disclosed balance after: 372 Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Exercise / conversionPhantom Stock · Derivative | 681 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012209 · form4.xml · derivative · entry 3 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 681 shares Expires 2021-12-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. F1 · price: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Disposition to issuerCommon Stock | 681 | $77.73 | $52,934.13 |
DisclosureSEC source: 0001062993-21-012209 · form4.xml · nonDerivative · entry 2 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,501 Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:55 UTC | BERKLEY W R CORP WRB · Entity 3183 | Exercise / conversionCommon Stock | 681 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012209 · form4.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of phantom stock was deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors (the "Plan"). In connection with the amendment and restatement of the Plan and the transfer of its administration, the reporting person's shares of phantom stock were settled for cash as of December 1, 2021. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 21:36 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 2,652 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-21-000037 · edgar.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,494 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 |
| November 02, 2020 Filed Nov 3, 2020 22:43 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 170 | $61.42 | $10,441.40 |
DisclosureSEC source: 0000011544-20-000141 · edgar.xml · derivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681 Underlying: Common Stock · 170 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| August 03, 2020 Filed Aug 3, 2020 21:47 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 169 | $61.98 | $10,473.78 |
DisclosureSEC source: 0000011544-20-000092 · edgar.xml · derivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511 Underlying: Common Stock · 169 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| June 12, 2020 Filed Jun 12, 2020 20:52 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantCommon Stock | 3,483 | $0.00 | $0.00 |
DisclosureSEC source: 0000011544-20-000067 · edgar.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,842 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 01, 2020 Filed May 4, 2020 20:57 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 201 | $52.10 | $10,472.10 |
DisclosureSEC source: 0000011544-20-000038 · edgar.xml · derivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342 Underlying: Common Stock · 201 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:45 UTC | BERKLEY W R CORP WRB · Entity 3183 | GrantPhantom Stock · Derivative | 141 | $74.37 | $10,485.75 |
DisclosureSEC source: 0000011544-20-000011 · edgar.xml · derivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141 Underlying: Common Stock · 141 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of W. R. Berkley Corporation (the "Company") common stock pursuant to the terms of the Company's Deferred Compensation Plan for Directors. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash or stock or any combination thereof, in each case as determined by the Company, upon the reporting person's date of separation from service with the Company. Read SEC document |
| December 11, 2019 Filed Feb 13, 2020 21:28 UTC | BERKLEY W R CORP WRB · Entity 3183 | PurchaseCommon Stock | 3 | $70.27 | $210.81 |
DisclosureSEC source: 0000011544-20-000013 · edgar.xml · nonDerivative · entry 1 Talisman Jonathan · CIK 0001794251 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359 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.