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BERKLEY WILLIAM R

Disclosed activity across 1 company

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41555
SEC CIK
0000918186

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BERKLEY W R CORPWRB · Entity 3183Director · Executive Chairman · 10% ownerJune 03, 2026June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect17,366,375 Reported balance After 2026-06-03 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-06-03 · Grant · Acquired 3,090 · Balance 17,366,375

F1: Represents award granted pursuant to the terms of the W. R. Berkley Corporation 2009 Directors Stock Plan, as amended and restated.

F2: Includes 7,618,901 shares of common stock underlying Restricted Stock Units ("RSUs"), all of which have vested (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs.

Common StockSEC Table I · non-derivativeIndirectBy WR Berkley & Others LLC63,515,547 Reported balance Holding disclosure · report date 2026-06-03 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 63,515,547

F3: Mr. William R. Berkley, Jr. is the manager of the limited liability company. Mr. William R. Berkley and certain family trusts are the owners of the limited liability company as set forth in the Schedule 13D/A dated March 5, 2026.

Common StockSEC Table I · non-derivativeIndirectBy WR Berkley & Others 2 LLC3,553,486 Reported balance Holding disclosure · report date 2026-06-03 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 3,553,486

F3: Mr. William R. Berkley, Jr. is the manager of the limited liability company. Mr. William R. Berkley and certain family trusts are the owners of the limited liability company as set forth in the Schedule 13D/A dated March 5, 2026.

Common StockSEC Table I · non-derivativeIndirectBy William R. Berkley 2011 GST Trust1,350,000 Reported balance Holding disclosure · report date 2026-06-03 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 1,350,000

Common StockSEC Table I · non-derivativeIndirectBy spouse204,364 Reported balance Holding disclosure · report date 2026-06-03 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 204,364

Common StockSEC Table I · non-derivativeIndirectBy The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue4,287,201 Reported balance Holding disclosure · report date 2026-06-03 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 4,287,201

F4: Mr. William R. Berkley's wife is the trustee of this trust and Mr. William R. Berkley disclaims beneficial ownership of these shares.

Common StockSEC Table I · non-derivativeIndirectBy The William R. Berkley 2022 Family Trust f/b/o Lauren Berkley and Her Issue724,491 Reported balance Holding disclosure · report date 2026-06-03 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 724,491

F4: Mr. William R. Berkley's wife is the trustee of this trust and Mr. William R. Berkley disclaims beneficial ownership of these shares.

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.

F2: Includes 7,618,901 shares of common stock underlying Restricted Stock Units ("RSUs"), all of which have vested (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs.

F3: Mr. William R. Berkley, Jr. is the manager of the limited liability company. Mr. William R. Berkley and certain family trusts are the owners of the limited liability company as set forth in the Schedule 13D/A dated March 5, 2026.

F4: Mr. William R. Berkley's wife is the trustee of this trust and Mr. William R. Berkley disclaims beneficial ownership of these shares.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 03, 2026 Filed Jun 4, 2026 21:05 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 3,090 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-257711 · ownership.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,366,375

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: Includes 7,618,901 shares of common stock underlying Restricted Stock Units ("RSUs"), all of which have vested (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, 2025 Filed Aug 19, 2025 22:29 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 4,277 $71.24 $304,672.10
Disclosure

SEC source: 0001062993-25-014716 · form4.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,363,285

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.

F3 · balance_after: Includes 7,618,901 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 22:29 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 111,869 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-014716 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,367,562

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 43,765 shares; 38,840 shares; and 29,264 shares, respectively).

Read SEC document
June 11, 2025 Filed Jun 13, 2025 21:05 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 2,776 $0.00 $0.00
Disclosure

SEC source: 0001062993-25-011687 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,255,693

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: Includes 7,511,309 shares of common stock underlying vested Restricted Stock Units ("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 22:18 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 4,604 $57.75 $265,881.00
Disclosure

SEC source: 0001062993-24-015394 · form4.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,252,917

F4 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.

F5 · balance_after: Includes 7,511,309 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 22:18 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 120,430 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-015394 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,257,521

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 37,826 shares; 43,766 shares; and 38,838 shares, respectively).

F3 · balance_after: Includes an increase of 5,712,363 shares of common stock beneficially owned by the reporting person resulting from the Stock Split, including 2,465,161 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.

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June 12, 2024 Filed Jun 12, 2024 19:54 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 2,534 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-012478 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,424,727

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: Includes 4,930,321 shares of common stock underlying vested Restricted Stock Units ("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 3,417 $63.14 $215,749.38
Disclosure

SEC source: 0001062993-23-016726 · form4.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,422,193

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.

F3 · balance_after: Includes 4,930,321 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 89,507 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-016726 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,425,610

F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2018, 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 35,113 shares; 25,217 shares; and 29,177 shares, respectively).

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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
Disclosure

SEC source: 0001062993-23-013559 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,336,103

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: Includes 4,844,231 shares of common stock underlying vested Restricted Stock Units ("RSUs") (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs.

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August 15, 2022 Filed Aug 17, 2022 21:22 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 3,792 $65.78 $249,437.76
Disclosure

SEC source: 0001062993-22-018291 · form4.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,332,624

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of performance-based RSUs.

F3 · balance_after: Includes 4,844,231 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, 2022 Filed Aug 17, 2022 21:22 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 99,374 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-018291 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,336,416

F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2017, 2018 and 2019 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2022 (consisting of 39,043 shares; 35,114 shares; and 25,217 shares, respectively).

Read SEC document
June 15, 2022 Filed Jun 15, 2022 20:36 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 2,995 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-014899 · form4.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,237,042

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: Includes 4,748,649 shares of common stock underlying vested Restricted Stock Units ("RSUs") (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs. On March 23, 2022, the Company's common stock split on a 3-for-2 basis ("Stock Split"), resulting in an increase of 3,744,684 shares of common stock directly owned by the reporting person, including 1,582,885 shares underlying vested RSUs.

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August 16, 2021 Filed Aug 18, 2021 21:27 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 1,887 $74.35 $140,289.02
Disclosure

SEC source: 0000011544-21-000066 · edgar.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,489,363

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of performance-based RSUs.

F3 · balance_after: Includes 3,165,764 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 16, 2021 Filed Aug 18, 2021 21:27 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 49,438 $0.00 $0.00
Disclosure

SEC source: 0000011544-21-000066 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,491,250

F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2017 and 2018 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2022 (26,029 shares) and June 30, 2023 (23,409 shares).

Read SEC document
August 05, 2021 Filed Aug 9, 2021 17:52 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 1,164 $72.23 $84,069.90
Disclosure

SEC source: 0000011544-21-000054 · edgar.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,441,812

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of performance-based RSUs.

F3 · balance_after: Includes 3,118,213 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 05, 2021 Filed Aug 9, 2021 17:52 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 30,512 $0.00 $0.00
Disclosure

SEC source: 0000011544-21-000054 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,442,976

F1 · shares: Represents the vesting of a tranche of performance-based restricted stock units ("RSUs") granted in 2016 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2021.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 21:30 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 2,652 $0.00 $0.00
Disclosure

SEC source: 0000011544-21-000029 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,412,464

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: Includes 3,088,865 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 17, 2020 Filed Aug 19, 2020 21:09 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 993 $61.27 $60,836.15
Disclosure

SEC source: 0000011544-20-000110 · edgar.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,409,812

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of performance-based RSUs.

F3 · balance_after: Includes 3,088,865 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 17, 2020 Filed Aug 19, 2020 21:09 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 26,028 $0.00 $0.00
Disclosure

SEC source: 0000011544-20-000110 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,410,805

F1 · shares: Represents the vesting of a tranche of performance-based restricted stock units ("RSUs") granted in 2017 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2020.

Read SEC document
August 05, 2020 Filed Aug 8, 2020 00:54 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 3,004 $62.07 $186,458.28
Disclosure

SEC source: 0000011544-20-000102 · edgar.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,384,777

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.

F3 · balance_after: Includes 3,063,830 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 05, 2020 Filed Aug 8, 2020 00:54 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 78,736 $0.00 $0.00
Disclosure

SEC source: 0000011544-20-000102 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,387,781

F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2015 and 2016 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2020 for RSUs granted in 2015 (48,224 shares) and 2016 (30,512 shares).

Read SEC document
June 12, 2020 Filed Jun 12, 2020 20:44 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 3,483 $0.00 $0.00
Disclosure

SEC source: 0000011544-20-000058 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,309,045

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: Includes 2,988,098 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 05, 2019 Filed Aug 8, 2019 01:38 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 9,930 $68.57 $680,850.45
Disclosure

SEC source: 0000011544-19-000089 · edgar.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,305,561

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of RSUs.

F3 · balance_after: Includes 2,988,097 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 05, 2019 Filed Aug 8, 2019 01:38 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 260,235 $0.00 $0.00
Disclosure

SEC source: 0000011544-19-000089 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,315,491

F1 · shares: Represents the vesting of tranches of performance-based restricted stock units ("RSUs") granted in 2014, 2015 and 2016 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the: (i) five-year performance period ending June 30, 2019 for RSUs granted in 2014 (181,500 shares); (ii) four-year performance period ending June 30, 2019 for RSUs granted in 2015 (48,223 shares); and (iii) three-year performance period ending June 30, 2019 for RSUs granted in 2016 (30,512 shares).

Read SEC document
June 06, 2019 Filed Jun 10, 2019 21:10 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 3,151 $0.00 $0.00
Disclosure

SEC source: 0000011544-19-000046 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,055,256

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: Includes 2,737,792 shares of common stock underlying vested Restricted Stock Units ("RSUs") (the receipt of which has been deferred) and does not include shares of common stock underlying unvested performance-based RSUs. On April 2, 2019, the Company's common stock split on a 3-for-2 basis (the "Stock Split"), resulting in an increase of 2,350,702 shares of common stock beneficially owned by the reporting person, including 912,597 shares underlying vested RSUs.

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August 06, 2018 Filed Aug 8, 2018 22:22 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 1,227 $76.06 $93,319.49
Disclosure

SEC source: 0000011544-18-000067 · edgar.xml · nonDerivative · entry 2

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,841,403

F2 · shares: Represents payment of tax liability by withholding securities incident to the vesting of performance-based RSUs.

F3 · balance_after: Includes 1,825,194 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 06, 2018 Filed Aug 8, 2018 22:22 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 32,148 $0.00 $0.00
Disclosure

SEC source: 0000011544-18-000067 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,842,630

F1 · shares: Represents the vesting of a tranche of performance-based restricted stock units ("RSUs") granted in 2015 under the W. R. Berkley Corporation 2018 Stock Incentive Plan (or its predecessor plan) for the three-year performance period ending June 30, 2018.

Read SEC document
May 31, 2018 Filed Jun 4, 2018 20:29 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 2,619 $0.00 $0.00
Disclosure

SEC source: 0000011544-18-000027 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,810,482

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: Includes 1,794,273 shares of common stock underlying restricted stock units ("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 07, 2017 Filed Aug 9, 2017 22:05 UTC BERKLEY W R CORP WRB · Entity 3183 Tax withholdingCommon Stock 9,727 $68.45 $665,837.47
Disclosure

SEC source: 0000011544-17-000065 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,807,863

F1 · shares: Represents payment of tax liability by withholding securities incident to the vesting of restricted stock units ("RSUs").

F2 · balance_after: Includes 1,794,273 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.

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May 16, 2017 Filed May 16, 2017 20:17 UTC BERKLEY W R CORP WRB · Entity 3183 GrantCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0000011544-17-000025 · edgar.xml · nonDerivative · entry 1

BERKLEY WILLIAM R · CIK 0000918186 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,817,590

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: Includes 1,804,000 restricted stock units, 1,554,000 of which have vested (the receipt of which has been deferred) and the balance of which are scheduled to vest on August 7, 2017.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.