Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AlTi Global, Inc.ALTI · Entity 5344 | Director | May 31, 2023 | June 02, 2023 |
| EVEREST GROUP, LTD.EG · Entity 3370 | Director | February 26, 2026 | March 02, 2026 |
| REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716 | Director | May 20, 2026 | May 22, 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.
AlTi Global, Inc.
Report date May 31, 2023 · Filed June 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,111 |
Reported balance
After 2023-05-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-31 · Grant · Acquired 13,111 · Balance 13,111 F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2: The restricted stock units vest in whole on January 3, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock.
F2: The restricted stock units vest in whole on January 3, 2024.
EVEREST GROUP, LTD.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 4,161 |
Reported balance
After 2026-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 960 · Balance 4,161 F1: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan.
REINSURANCE GROUP OF AMERICA INC
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 817 |
Reported balance
After 2026-05-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 817 · Balance 817 F1: The phantom stock units convert 1 for 1 to common stock, based on fair market value. F2: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director. F3: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4: Distributable upon director's retirement from the Board in accordance with distribution elections. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units convert 1 for 1 to common stock, based on fair market value.
F2: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director.
F3: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period.
F4: Distributable upon director's retirement from the Board in accordance with distribution elections.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 22:15 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantPhantom Stock · Derivative | 817 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-037863 · wk-form4_1779488104.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 817 Underlying: Common stock · 817 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock units convert 1 for 1 to common stock, based on fair market value. F2 · shares: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · derivative.expiration_date: Distributable upon director's retirement from the Board in accordance with distribution elections. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:34 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 960 | $338.69 | $325,142.40 |
DisclosureSEC source: 0001628280-26-013396 · wk-form4_1772490872.xml · nonDerivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,161 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. Read SEC document |
| May 21, 2025 Filed May 23, 2025 22:56 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantPhantom Stock · Derivative | 810 | $203.75 Strike: $0.00 | $165,037.50 |
DisclosureSEC source: 0000898174-25-000117 · wk-form4_1748040964.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810 Underlying: Common stock · 810 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to deferral of stock grant (810 shares) to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · derivative.expiration_date: Distributable upon director's retirement from the Board in accordance with distribution elections. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:55 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 936 | $347.23 | $325,007.28 |
DisclosureSEC source: 0001628280-25-009474 · wk-form4_1741038919.xml · nonDerivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,201 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:22 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantCommon stock · Derivative | 778 | $212.20 Strike: $0.00 | $165,091.60 |
DisclosureSEC source: 0000898174-24-000121 · wk-form4_1716582126.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778 Underlying: Common stock · 778 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to deferral of stock grant (778 shares) to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · derivative.expiration_date: Distributable upon director's retirement from the Board in accordance with distribution elections. F5 · ownership.direct: The reporting person beneficially owns a total of 7,345 phantom shares. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 21:33 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 888 | $367.04 | $325,931.52 |
DisclosureSEC source: 0001628280-24-008939 · wk-form4_1709674369.xml · nonDerivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,265 F1 · security: The Common Shares are Restricted Common Shares awarded under the Company's 2003 Non-Employee Director Equity Plan. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 21:41 UTC | AlTi Global, Inc. ALTI · Entity 5344 | GrantRestricted Stock Units · Derivative | 13,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014388 · doc4.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,111 Underlying: Class A Common Stock · 13,111 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of ALTI Class A Common Stock. F2 · derivative.exercise_date: The restricted stock units vest in whole on January 3, 2024. F2 · derivative.expiration_date: The restricted stock units vest in whole on January 3, 2024. Read SEC document |
| May 24, 2023 Filed May 26, 2023 19:27 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantCommon Stock · Derivative | 1,072 | $144.54 Strike: $0.00 | $154,946.88 |
DisclosureSEC source: 0000898174-23-000112 · wf-form4_168512920712166.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,072 Underlying: Common Stock · 1,072 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to deferral of stock grant (1,072 shares) to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · derivative.expiration_date: Distributable upon director's retirement from the Board in accordance with distribution elections. F5 · ownership.direct: The reporting person beneficially owns a total of 6,431 phantom shares. Read SEC document |
| May 25, 2022 Filed May 27, 2022 20:08 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantCommon Stock · Derivative | 1,280 | $121.05 Strike: $0.00 | $154,944.00 |
DisclosureSEC source: 0000898174-22-000075 · wf-form4_165368205143273.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,280 Underlying: Common Stock · 1,280 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to deferral of stock grant (1,280 shares) to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · derivative.expiration_date: Distributable upon director's retirement from the Board in accordance with distribution elections. F5 · ownership.direct: The reporting person beneficially owns a total of 5,160 phantom shares. Read SEC document |
| May 19, 2021 Filed May 20, 2021 19:21 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantPhantom Stock · Derivative | 1,202 | $124.75 Strike: $0.00 | $149,949.50 |
DisclosureSEC source: 0001246360-21-000757 · form.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,202 Underlying: Common Stock · 1,202 shares Expires 2032-05-19 F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to annual grant of shares to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · ownership.direct: Ms. McNeilage beneficially owns a total of 3880 phantom shares. Read SEC document |
| May 20, 2020 Filed May 21, 2020 17:56 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantPhantom Stock · Derivative | 1,689 | $88.80 Strike: $0.00 | $149,983.20 |
DisclosureSEC source: 0001246360-20-001271 · form.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,689 Underlying: Common Stock · 1,689 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to annual grant of shares to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F3 · derivative.expiration_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · ownership.direct: Ms. McNeilage beneficially owns a total of 2678 phantom shares. Read SEC document |
| May 22, 2019 Filed May 24, 2019 17:42 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantPhantom Stock · Derivative | 989 | $151.69 Strike: $0.00 | $150,021.41 |
DisclosureSEC source: 0001246360-19-001559 · form.xml · derivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989 Underlying: Common Stock · 989 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 based upon fair market value of Common Stock. F2 · shares: Acquired pursuant to annual grant of shares to independent directors for services performed as a director. F3 · derivative.exercise_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F3 · derivative.expiration_date: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4 · ownership.direct: Ms. McNeilage beneficially owns a total of 989 phantom shares. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 17:35 UTC | REINSURANCE GROUP OF AMERICA INC RGA · Entity 2716 | GrantCommon Stock | 527 | $142.35 | $75,018.45 |
DisclosureSEC source: 0001246360-18-001963 · form.xml · nonDerivative · entry 1 McNeilage Hazel · CIK 0001743097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527 F1 · shares: Acquired pursuant to annual grant of shares to independent directors for services performed as a director. 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.