Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WHITE MOUNTAINS INSURANCE GROUP LTDWTM · Entity 3904 | Director | May 21, 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.
WHITE MOUNTAINS INSURANCE GROUP LTD
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,936 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 190 · Balance 2,936 F1: Annual Chairman Share Award |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Chairman Share Award
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ALLEGHANY CORP /DE
Report date December 31, 2021 · Filed January 03, 2022
Section 16 reporting ended · disclosed 2022-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 8,009.3786 |
Reported balance
After 2021-12-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-12-31 · Grant · Acquired 65.385 · Balance 8,009.3786 F1: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 46,777 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 46,777 |
| Common StockSEC Table I · non-derivative | IndirectHeld by trust of which reporting person has voting and investment control | 9,460 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,460 |
| Common StockSEC Table I · non-derivative | IndirectHeld by trust of which reporting person has voting and investment control | 9,459 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,459 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the reporting person.
ALLIANCEBERNSTEIN HOLDING L.P.
Report date September 18, 2017 · Filed September 20, 2017 · Amendment
Section 16 reporting ended · disclosed 2017-09-20. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| units rep. assignments of beneficial owner. of lp interestsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-09-18 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-09-18 · Sale · Disposed 15,627 · Balance 0 F1: Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units"). F2: This amended form is being filed to correct an error in Reporting Person's original form: Reporting Person owned 0 AB Holding Units following his reported transaction, not 10,842 AB Holding Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units").
F2: This amended form is being filed to correct an error in Reporting Person's original form: Reporting Person owned 0 AB Holding Units following his reported transaction, not 10,842 AB Holding Units.
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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 4, 2017 11:13 UTC | ALLEGHANY CORP /DE Y · Entity 105528 | OtherPhantom Stock · Derivative | 271.4787 | $611.31 | $165,956.29 |
DisclosureSEC source: 0000775368-17-000003 · edgar.xml · derivative · entry 2 HICKS WESTON M · CIK 0001186549 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796.0523 Underlying: Common Stock · 271.4787 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the registrant. F2 · kind: The Reporting Person transferred the value of 271.4787 phantom stock units held under a multi-fund compensation plan into an account linked to the registrant's book value per share. F1 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the registrant. F1 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the registrant. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 11:13 UTC | ALLEGHANY CORP /DE Y · Entity 105528 | GrantPhantom Stock · Derivative | 60.0519 | $609.79 | $36,618.75 |
DisclosureSEC source: 0000775368-17-000003 · edgar.xml · derivative · entry 1 HICKS WESTON M · CIK 0001186549 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067.5309 Underlying: Common Stock · 60.0519 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the registrant. F1 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the registrant. F1 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the registrant. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 14:31 UTC | ALLEGHANY CORP /DE Y · Entity 105528 | GrantPhantom Stock · Derivative | 69.9085 | $523.81 | $36,618.77 |
DisclosureSEC source: 0000775368-16-000044 · edgar.xml · derivative · entry 1 HICKS WESTON M · CIK 0001186549 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,007.479 Underlying: Common Stock · 69.9085 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the reporting person. F1 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the reporting person. F1 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of the registrant's common stock. Phantom stock units are payable in cash on the date elected by the reporting person. Read SEC document |
| August 04, 2016 Filed Dec 5, 2016 21:29 UTC Amendment | ALLIANCEBERNSTEIN HOLDING L.P. AB · Entity 4151 | Saleunits rep. assignments of beneficial owner. of lp interests | 4,539 | $21.50 | $97,588.50 |
DisclosureSEC source: 0001186549-16-000008 · wf-form4a_148097333713719.xml · nonDerivative · entry 1 HICKS WESTON M · CIK 0001186549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,627 F1 · security: Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units"). F2 · balance_after: This amended form is being filed to correct a typographical error in Reporting Person's original form: Reporting Person owned 15,627 AB Holding Units following his reported transactions, not 26,469 AB Holding Units. Read SEC document |
| May 19, 2016 Filed Dec 5, 2016 21:27 UTC Amendment | ALLIANCEBERNSTEIN HOLDING L.P. AB · Entity 4151 | Grantunits rep. assignments of beneficial owner. of lp interests | 6,626 | $22.64 | $150,012.64 |
DisclosureSEC source: 0001186549-16-000007 · wf-form4a_148097326144671.xml · nonDerivative · entry 1 HICKS WESTON M · CIK 0001186549 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,166 F1 · security: Units representing assignments of beneficial ownership of limited partnership interests in AllianceBernstein Holding L.P. ("AB Holding Units"). F2 · balance_after: This amended form is being filed to correct a typographical error in Reporting Person's original form: Reporting Person owned 20,166 AB Holding Units following his reported transactions, not 31,008 AB Holding Units. 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.