Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRAVELERS COMPANIES, INC.TRV · Entity 2960 | Vice Chairman | April 28, 2026 | April 29, 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.
TRAVELERS COMPANIES, INC.
Report date April 28, 2026 · Filed April 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 259,590 |
Ending reported balance
After 2026-04-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-28 · Exercise / conversion · Acquired 1,557 · Balance 261,147 Row 2 · 2026-04-28 · Sale · Disposed 557 · Balance 260,590 Row 3 · 2026-04-28 · Sale · Disposed 1,000 · Balance 259,590 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $189.01 · Expires 2033-02-07 | Direct | 8,000 |
Reported balance
After 2026-04-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-04-28 · Exercise / conversion · Disposed 1,557 · Balance 8,000 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 1,723.32 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,723.32 |
| Common StockSEC Table I · non-derivative | IndirectHeld By Spouse | 2,256 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,256 F1: The Reporting Person disclaims beneficial ownership of these shares. |
| Common StockSEC Table I · non-derivative | IndirectIn Trust For Stepson | 250 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 250 F1: The Reporting Person disclaims beneficial ownership of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person disclaims beneficial ownership of these shares.
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 |
|---|---|---|---|---|---|---|
| November 25, 2016 Filed Nov 28, 2016 16:04 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | Exercise / conversionCommon Stock | 1,000 | $78.65 | $78,650.00 |
DisclosureSEC source: 0001127602-16-068446 · form4.xml · nonDerivative · entry 1 HEYMAN WILLIAM H · CIK 0001198930 · Vice Chairman & Chief Inv Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,254.327 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 07, 2005 Filed Aug 27, 2021 20:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantDeferred Compensation Phantom Stock · Derivative | 502.35 | $36.98 | $18,576.90 |
DisclosureSEC source: 0001127602-21-024428 · form4.xml · derivative · entry 11 HEYMAN WILLIAM H · CIK 0001198930 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083.89 Underlying: Common Stock · 502.35 shares Expires not disclosed F4 · security: This Form 4 is also being filed to report the acquisition of Deferred Compensation Phantom Stock units, which were inadvertently not reported at the time the reporting person made a contribution to one of the Company's deferred compensation plans. F5 · derivative.exercise_price: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F6 · shares: Represents the approximate number of shares of Travelers Common Stock underlying the hypothetical investment of deferred compensation pursuant to one of the Company's deferred compensation plans. F5 · derivative.exercise_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F5 · derivative.expiration_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F9 · balance_after: Includes 11.83 shares of Travelers Common Stock underlying Deferred Compensation Phantom Stock units acquired from July 7, 2004 to the date of the reported transaction pursuant to the dividend reinvestment feature of the deferred compensation plan. Read SEC document |
| July 07, 2004 Filed Aug 27, 2021 20:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantDeferred Compensation Phantom Stock · Derivative | 98.34 | $39.19 | $3,853.94 |
DisclosureSEC source: 0001127602-21-024428 · form4.xml · derivative · entry 10 HEYMAN WILLIAM H · CIK 0001198930 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569.71 Underlying: Common Stock · 98.34 shares Expires not disclosed F4 · security: This Form 4 is also being filed to report the acquisition of Deferred Compensation Phantom Stock units, which were inadvertently not reported at the time the reporting person made a contribution to one of the Company's deferred compensation plans. F5 · derivative.exercise_price: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F6 · shares: Represents the approximate number of shares of Travelers Common Stock underlying the hypothetical investment of deferred compensation pursuant to one of the Company's deferred compensation plans. F5 · derivative.exercise_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F5 · derivative.expiration_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F8 · balance_after: Includes 7.83 shares of Travelers Common Stock underlying Deferred Compensation Phantom Stock units acquired from January 7, 2004 to the date of the reported transaction pursuant to the dividend reinvestment feature of the deferred compensation plan. Read SEC document |
| January 07, 2004 Filed Aug 27, 2021 20:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantDeferred Compensation Phantom Stock · Derivative | 380.71 | $39.40 | $14,999.97 |
DisclosureSEC source: 0001127602-21-024428 · form4.xml · derivative · entry 9 HEYMAN WILLIAM H · CIK 0001198930 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463.54 Underlying: Common Stock · 380.71 shares Expires not disclosed F4 · security: This Form 4 is also being filed to report the acquisition of Deferred Compensation Phantom Stock units, which were inadvertently not reported at the time the reporting person made a contribution to one of the Company's deferred compensation plans. F5 · derivative.exercise_price: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F6 · shares: Represents the approximate number of shares of Travelers Common Stock underlying the hypothetical investment of deferred compensation pursuant to one of the Company's deferred compensation plans. F5 · derivative.exercise_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F5 · derivative.expiration_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F7 · balance_after: Includes 0.80 shares of Travelers Common Stock underlying Deferred Compensation Phantom Stock units acquired from July 9, 2003 to the date of the reported transaction pursuant to the dividend reinvestment feature of the deferred compensation plan. Read SEC document |
| July 09, 2003 Filed Aug 27, 2021 20:44 UTC | TRAVELERS COMPANIES, INC. TRV · Entity 2960 | GrantDeferred Compensation Phantom Stock · Derivative | 82.03 | $36.57 | $2,999.84 |
DisclosureSEC source: 0001127602-21-024428 · form4.xml · derivative · entry 8 HEYMAN WILLIAM H · CIK 0001198930 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82.03 Underlying: Common Stock · 82.03 shares Expires not disclosed F4 · security: This Form 4 is also being filed to report the acquisition of Deferred Compensation Phantom Stock units, which were inadvertently not reported at the time the reporting person made a contribution to one of the Company's deferred compensation plans. F5 · derivative.exercise_price: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F6 · shares: Represents the approximate number of shares of Travelers Common Stock underlying the hypothetical investment of deferred compensation pursuant to one of the Company's deferred compensation plans. F5 · derivative.exercise_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. F5 · derivative.expiration_date: Pursuant to the terms of the plan, the executive will receive distribution of his deferred compensation account in cash following termination of his employment with the Company. 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.