Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SiriusPoint LtdSPNT · Entity 554 | Director | May 29, 2026 | May 29, 2026 |
| Unum GroupUNM · Entity 3369 | Director | May 26, 2026 | May 28, 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.
SiriusPoint Ltd
Report date May 29, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 23,887 |
Reported balance
After 2026-05-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 5,903 · Balance 23,887 F1: Includes restricted shares that vest in full on May 30, 2027, subject to the Reporting Person's continued service as a director of the Company. F2: Includes Restricted Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted shares that vest in full on May 30, 2027, subject to the Reporting Person's continued service as a director of the Company.
F2: Includes Restricted Shares.
Unum Group
Report date May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,185 |
Reported balance
After 2026-05-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 2,191 · Balance 66,185 F1: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders. F2: Includes 8,599 deferred share rights ("DSRs"), 13,820 RSUs, and 43,766 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number. F3: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 2,198.000 RSUs since the date of the reporting person's prior Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: All are restricted stock units ("RSUs") vesting on the earlier of May 26, 2027, or the date of Unum Group's next annual meeting of shareholders.
F2: Includes 8,599 deferred share rights ("DSRs"), 13,820 RSUs, and 43,766 shares of common stock. All DSRs and RSUs may be settled, on a 1-for-1 basis, only in shares of common stock. Fractional amounts have been rounded to the nearest whole number.
F3: Beneficial ownership amount accounts for the delivery of shares of common stock upon the settlement of 2,198.000 RSUs since the date of the reporting person's prior Form 4.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Enstar Group LTD
Report date July 02, 2025 · Filed July 03, 2025
Section 16 reporting ended · disclosed 2025-07-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-07-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-02 · Disposition to issuer · Disposed 1,929 · Balance 0 F1: On July 2, 2025, Enstar Group Limited (the "Issuer") consummated the previously announced transaction with Sixth Street Partners, LLC ("Sixth Street"), pursuant to the Agreement and Plan of Merger, dated as of July 29, 2024, by and among Elk Bidco Limited, Enstar Group Limited and the other parties thereto, whereby Sixth Street indirectly acquired the Issuer (the "Merger"). In connection with the Merger, each Ordinary Share of the Issuer was canceled and converted into the right to receive an amount in cash equal to $338, without interest and less any applicable withholding taxes (the "Merger Consideration"). |
Filing footnotes · ownership attribution and instrument terms
F1: On July 2, 2025, Enstar Group Limited (the "Issuer") consummated the previously announced transaction with Sixth Street Partners, LLC ("Sixth Street"), pursuant to the Agreement and Plan of Merger, dated as of July 29, 2024, by and among Elk Bidco Limited, Enstar Group Limited and the other parties thereto, whereby Sixth Street indirectly acquired the Issuer (the "Merger"). In connection with the Merger, each Ordinary Share of the Issuer was canceled and converted into the right to receive an amount in cash equal to $338, without interest and less any applicable withholding taxes (the "Merger Consideration").
XL GROUP LTD
Report date September 12, 2018 · Filed September 14, 2018
Section 16 reporting ended · disclosed 2018-09-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 1
1 source rowRow 1 · 2018-09-12 · Disposition to issuer · Disposed 39,394 · Balance 0 F1: Disposed of following the completion of the merger (the "Merger") described in the Agreement and Plan of Merger, dated as of March 5, 2018, by and among AXA SA, Camelot Holdings Ltd. and the Issuer. At the effective time of the Merger, each issued and outstanding common share of XL Group Ltd was automatically cancelled and converted into the right to receive $57.60 in cash (the "Merger Consideration"). F2: Includes all common shares held directly by the Reporting Person immediately prior to the Merger and which were automatically cancelled and converted into the right to receive the Merger Consideration. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.27 · Expires 2020-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-09-12 · Disposition to issuer · Disposed 55,494 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $23.35 · Expires 2021-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-09-12 · Disposition to issuer · Disposed 51,283 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.61 · Expires 2022-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-09-12 · Disposition to issuer · Disposed 67,205 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.64 · Expires 2023-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-09-12 · Disposition to issuer · Disposed 59,953 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.40 · Expires 2024-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-09-12 · Disposition to issuer · Disposed 58,140 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.20 · Expires 2025-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-09-12 · Disposition to issuer · Disposed 76,104 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.64 · Expires 2026-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-09-12 · Disposition to issuer · Disposed 83,473 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.49 · Expires 2027-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-09-12 · Disposition to issuer · Disposed 37,092 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.31 · Expires 2028-02-28 | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-09-12 · Disposition to issuer · Disposed 19,343 · Balance 0 F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2018-09-12 · Disposition to issuer · Disposed 4,116 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one common share. F5: At the effective time of the Merger, each restricted stock unit granted by XL Group Ltd outstanding immediately prior to the effective time of the Merger (whether or not vested) vested in full, was automatically cancelled and converted into the right to receive the Merger Consideration. F6: At the time of grant, restricted stock units granted on February 28, 2017 were scheduled to vest in three equal annual installments on each anniversary of the grant date (February 28, 2018, 2019 and 2020). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2018-09-12 · Disposition to issuer · Disposed 4,728 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one common share. F5: At the effective time of the Merger, each restricted stock unit granted by XL Group Ltd outstanding immediately prior to the effective time of the Merger (whether or not vested) vested in full, was automatically cancelled and converted into the right to receive the Merger Consideration. F9: At the time of grant, restricted stock units granted on February 28, 2018 were scheduled to vest in three equal annual installments on each anniversary of the grant date (February 28, 2019, 2020 and 2021). |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2018-09-12 · Disposition to issuer · Disposed 125.93 · Balance 0 F7: The dividend equivalent rights accrued when and as dividends were paid on common shares. Each dividend equivalent right is the economic equivalent of one common share. F8: At the effective time of the Merger, each dividend equivalent right accrued and outstanding prior to the effective time of the Merger (whether or not vested) vested in full, was automatically cancelled and converted into the right to receive the Merger Consideration. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-09-12 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2018-09-12 · Disposition to issuer · Disposed 37.45 · Balance 0 F7: The dividend equivalent rights accrued when and as dividends were paid on common shares. Each dividend equivalent right is the economic equivalent of one common share. F8: At the effective time of the Merger, each dividend equivalent right accrued and outstanding prior to the effective time of the Merger (whether or not vested) vested in full, was automatically cancelled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of following the completion of the merger (the "Merger") described in the Agreement and Plan of Merger, dated as of March 5, 2018, by and among AXA SA, Camelot Holdings Ltd. and the Issuer. At the effective time of the Merger, each issued and outstanding common share of XL Group Ltd was automatically cancelled and converted into the right to receive $57.60 in cash (the "Merger Consideration").
F2: Includes all common shares held directly by the Reporting Person immediately prior to the Merger and which were automatically cancelled and converted into the right to receive the Merger Consideration.
F3: At the effective time of the Merger, each option to purchase common shares granted by XL Group Ltd outstanding and unexercised immediately prior to the effective time of the Merger (whether or not vested or exercisable) vested in full, was cancelled and was converted into the right to receive an amount in cash equal to the excess, if any, of the Merger Consideration over the per share exercise price of such option, multiplied by the number of common shares subject to such option immediately prior to the effective time of the Merger.
F4: Each restricted stock unit represents a contingent right to receive one common share.
F5: At the effective time of the Merger, each restricted stock unit granted by XL Group Ltd outstanding immediately prior to the effective time of the Merger (whether or not vested) vested in full, was automatically cancelled and converted into the right to receive the Merger Consideration.
F6: At the time of grant, restricted stock units granted on February 28, 2017 were scheduled to vest in three equal annual installments on each anniversary of the grant date (February 28, 2018, 2019 and 2020).
F7: The dividend equivalent rights accrued when and as dividends were paid on common shares. Each dividend equivalent right is the economic equivalent of one common share.
F8: At the effective time of the Merger, each dividend equivalent right accrued and outstanding prior to the effective time of the Merger (whether or not vested) vested in full, was automatically cancelled and converted into the right to receive the Merger Consideration.
F9: At the time of grant, restricted stock units granted on February 28, 2018 were scheduled to vest in three equal annual installments on each anniversary of the grant date (February 28, 2019, 2020 and 2021).
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 |
|---|---|---|---|---|---|---|
| February 28, 2018 Filed Mar 2, 2018 16:10 UTC | XL GROUP LTD XL · Entity 163619 | GrantXL Common Shares | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-015576 · doc4.xml · nonDerivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,688 F1 · balance_after: The acquisition reported represents 2008 Performance Restricted Shares that were not previously vested but which had voting rights, and which therefore had previously been included in the number of shares reported in Column 5. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 2,710 | $0.00 Strike: $36.90 | $0.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · derivative · entry 9 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,710 shares Expires 2018-02-21 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. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 37,290 | $0.00 Strike: $36.90 | $0.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · derivative · entry 8 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 37,290 shares Expires 2018-02-21 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. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 30,000 | $0.00 Strike: $19.62 | $0.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · derivative · entry 7 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 30,000 shares Expires 2018-08-11 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. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | SaleXL Common Shares | 15,000 | $41.00 | $615,000.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · nonDerivative · entry 6 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,688 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2017 and is now concluded. F3 · price: The price reported in Column 4 is the sale price. The reporting person undertakes to provide to XL Group Ltd, any security holder of XL Group Ltd or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionXL Common Shares | 15,000 | $19.62 | $294,300.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · nonDerivative · entry 5 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,688 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. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | SaleXL Common Shares | 55,000 | $40.00 | $2,200,000.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · nonDerivative · entry 4 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,688 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2017 and is now concluded. F3 · price: The price reported in Column 4 is the sale price. The reporting person undertakes to provide to XL Group Ltd, any security holder of XL Group Ltd or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionXL Common Shares | 2,710 | $36.90 | $99,999.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · nonDerivative · entry 3 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,688 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. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionXL Common Shares | 37,290 | $36.90 | $1,376,001.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · nonDerivative · entry 2 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,978 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. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:37 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionXL Common Shares | 15,000 | $19.62 | $294,300.00 |
DisclosureSEC source: 0001209191-18-008850 · doc4.xml · nonDerivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,688 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 · balance_after: The Form 4's filed on March 14, 2017 and February 6, 2018 erroneously overstated Ms. Cross's beneficial ownership of XL common shares by adding 1000 shares that were already included in Column 5. Table I now reflects the corrected number of XL common shares beneficially owned following the February 7, 2018 transaction. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:07 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionEmployee Stock Option (Right to buy) · Derivative | 20,000 | $0.00 Strike: $19.62 | $0.00 |
DisclosureSEC source: 0001209191-18-007827 · doc4.xml · derivative · entry 3 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Shares · 20,000 shares Expires 2018-08-11 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. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:07 UTC | XL GROUP LTD XL · Entity 163619 | SaleXL Common Shares | 20,000 | $39.00 | $780,000.00 |
DisclosureSEC source: 0001209191-18-007827 · doc4.xml · nonDerivative · entry 2 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,688 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 7, 2017. F2 · price: The price reported in Column 4 is the sale price. The reporting person undertakes to provide to XL Group Ltd, any security holder of XL Group Ltd or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:07 UTC | XL GROUP LTD XL · Entity 163619 | Exercise / conversionXL Common Shares | 20,000 | $19.62 | $392,400.00 |
DisclosureSEC source: 0001209191-18-007827 · doc4.xml · nonDerivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,688 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. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 16:12 UTC | XL GROUP LTD XL · Entity 163619 | GrantDividend Equivalent Rights · Derivative | 39.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001911 · doc4.xml · derivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139.33 Underlying: Common Shares · 39.93 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.exercise_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.expiration_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.underlying_shares: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 16:10 UTC | XL GROUP LTD XL · Entity 163619 | GrantDividend Equivalent Rights · Derivative | 34.3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055758 · doc4.xml · derivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99.4 Underlying: Common Shares · 34.3 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.exercise_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.expiration_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.underlying_shares: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:17 UTC | XL GROUP LTD XL · Entity 163619 | GrantDividend Equivalent Rights · Derivative | 31.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043303 · doc4.xml · derivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65.1 Underlying: Common Shares · 31.02 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.exercise_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.expiration_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.underlying_shares: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 16:35 UTC | XL GROUP LTD XL · Entity 163619 | GrantDividend Equivalent Rights · Derivative | 34.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-024814 · doc4.xml · derivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34.08 Underlying: Common Shares · 34.08 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.exercise_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.expiration_date: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. F1 · derivative.underlying_shares: Dividend equivalent rights accrued on 2017 restricted stock unit award. Dividends will vest proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one XL common share. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:30 UTC | XL GROUP LTD XL · Entity 163619 | Tax withholdingCommon Shares | 135 | $40.45 | $5,460.75 |
DisclosureSEC source: 0001209191-17-020525 · doc4.xml · nonDerivative · entry 2 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,688 F2 · shares: Shares disposed of represent withholding to satisfy tax obligations on vesting of the 2007 Performance Restricted Stock Award. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 16:30 UTC | XL GROUP LTD XL · Entity 163619 | GrantCommon Shares | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-020525 · doc4.xml · nonDerivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,823 F1 · shares: Represents shares acquired upon vesting of the 2007 Performance Restricted Stock Award. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:35 UTC | XL GROUP LTD XL · Entity 163619 | GrantRestricted Stock Units · Derivative | 6,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016641 · doc4.xml · derivative · entry 4 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,175 Underlying: Common Shares · 6,175 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one XL common share. F4 · price: Each restricted stock unit represents a contingent right to receive one XL common share. F5 · derivative.exercise_date: Restricted stock units granted on February 28, 2017 vest in three equal annual installments on each anniversary of the grant date (February 28, 2018, 2019 and 2020). F5 · derivative.expiration_date: Restricted stock units granted on February 28, 2017 vest in three equal annual installments on each anniversary of the grant date (February 28, 2018, 2019 and 2020). Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:35 UTC | XL GROUP LTD XL · Entity 163619 | GrantEmployee Stock Option (Right to buy) · Derivative | 37,092 | $0.00 Strike: $40.49 | $0.00 |
DisclosureSEC source: 0001209191-17-016641 · doc4.xml · derivative · entry 3 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,092 Underlying: Common Shares · 37,092 shares Expires 2027-02-28 F3 · derivative.exercise_date: Exercisable in three equal annual installments commencing on the first anniversary of the grant. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:35 UTC | XL GROUP LTD XL · Entity 163619 | Tax withholdingXL Common Shares | 2,942 | $40.49 | $119,121.58 |
DisclosureSEC source: 0001209191-17-016641 · doc4.xml · nonDerivative · entry 2 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,823 F2 · shares: Shares disposed of represent withholding to satisfy tax obligations on vesting of long-term incentives for the 2014-2016 performance cycle. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 16:35 UTC | XL GROUP LTD XL · Entity 163619 | GrantXL Common Shares | 9,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016641 · doc4.xml · nonDerivative · entry 1 Cross Susan Lee · CIK 0001441862 · Global Chief Actuary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,765 F1 · shares: Represents settlement of long-term incentive awards for the 2014-2016 performance cycle. 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.