Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVEREST GROUP, LTD.EG · Entity 3370 | EVP & CFO | March 13, 2026 | March 17, 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.
EVEREST GROUP, LTD.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 35,796 |
Reported balance
After 2026-03-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 1,369 · Balance 35,796 F1: Settlement in common shares of performance share units (PSU) granted in 2023. |
| Common SharesSEC Table I · non-derivative | Direct | 35,095 |
Reported balance
After 2026-03-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-13 · Tax withholding · Disposed 701 · Balance 35,095 F2: 701 Common Shares disposed to pay withholding taxes on settlement of PSU's. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement in common shares of performance share units (PSU) granted in 2023.
F2: 701 Common Shares disposed to pay withholding taxes on settlement of PSU's.
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 |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 17, 2026 20:21 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 701 | $322.87 | $226,331.87 |
DisclosureSEC source: 0001628280-26-018748 · wk-form4_1773778862.xml · nonDerivative · entry 2 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,095 F2 · security: 701 Common Shares disposed to pay withholding taxes on settlement of PSU's. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:21 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 1,369 | $322.87 | $442,009.03 |
DisclosureSEC source: 0001628280-26-018748 · wk-form4_1773778862.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,796 F1 · security: Settlement in common shares of performance share units (PSU) granted in 2023. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:57 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 1,442 | $338.00 | $487,396.00 |
DisclosureSEC source: 0001628280-26-013988 · wk-form4_1772575031.xml · nonDerivative · entry 2 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,427 F2 · security: Common Shares withheld to pay taxes on 2,419 vested restricted shares that were granted on 02/26/2025 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 21:57 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 737 | $338.00 | $249,106.00 |
DisclosureSEC source: 0001628280-26-013988 · wk-form4_1772575031.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,869 F1 · security: Common Shares withheld to pay taxes on 1,236 vested restricted shares that were granted on 02/28/2024 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:25 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 3,691 | $338.69 | $1,250,104.79 |
DisclosureSEC source: 0001628280-26-013366 · wk-form4_1772490312.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,606 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:24 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 200 | $341.42 | $68,284.00 |
DisclosureSEC source: 0001628280-26-011694 · wk-form4_1772054686.xml · nonDerivative · entry 3 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,915 F3 · security: Common Shares withheld to pay taxes on 618 vested restricted shares that were granted on 02/23/2023 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:24 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 227 | $341.42 | $77,502.34 |
DisclosureSEC source: 0001628280-26-011694 · wk-form4_1772054686.xml · nonDerivative · entry 2 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,115 F2 · security: Common Shares withheld to pay taxes on 703 vested restricted shares that were granted on 02/23/2022 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:24 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 271 | $341.42 | $92,524.82 |
DisclosureSEC source: 0001628280-26-011694 · wk-form4_1772054686.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,342 F1 · security: Common Shares withheld to pay taxes on 820 vested restricted shares that were granted on 02/23/2021 Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 21:32 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 2,149 | $320.99 | $689,807.51 |
DisclosureSEC source: 0001628280-25-053206 · wk-form4_1763587944.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,613 F1 · security: Common Shares withheld to pay taxes on 4,200 vested restricted shares that were granted on 11/18/2020. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 20:23 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 829 | $362.70 | $300,678.30 |
DisclosureSEC source: 0001835214-25-000004 · wk-form4_1742415820.xml · nonDerivative · entry 2 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,762 F2 · security: Common Shares used to pay withholding taxes on settlement of PSU's. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 20:23 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 1,620 | $362.70 | $587,574.00 |
DisclosureSEC source: 0001835214-25-000004 · wk-form4_1742415820.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,591 F1 · security: Settlement in common shares of performance share units (PSU) granted in 2022. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:17 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 4,355 | $344.48 | $1,500,188.63 |
DisclosureSEC source: 0001835214-25-000002 · wk-form4_1740781018.xml · nonDerivative · entry 2 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,971 F1 · date: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:17 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 2,903 | $344.48 | $1,000,010.93 |
DisclosureSEC source: 0001835214-25-000002 · wk-form4_1740781018.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,616 F1 · date: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 21:11 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 2,149 | $370.09 | $795,312.67 |
DisclosureSEC source: 0001835214-24-000010 · wk-form4_1732050669.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,713 F1 · security: Common Shares withheld to pay withholding taxes on 4,200 restricted shares that vested on 11/18/24. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:44 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 1,173 | $386.65 | $453,534.94 |
DisclosureSEC source: 0001835214-24-000008 · wk-form4_1710794676.xml · nonDerivative · entry 2 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,862 F2 · security: Common Shares used to pay withholding taxes on settlement of PSU awarded on 2/23/2021. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:44 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 2,293 | $386.65 | $886,577.67 |
DisclosureSEC source: 0001835214-24-000008 · wk-form4_1710794676.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,035 F1 · security: Settlement in common shares of performance share units (PSU) granted on 2/23/2021. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:49 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 3,708 | $369.52 | $1,370,170.89 |
DisclosureSEC source: 0001835214-24-000006 · wk-form4_1709329755.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,742 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:32 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 201 | $370.47 | $74,464.23 |
DisclosureSEC source: 0001835214-24-000004 · wk-form4_1709069501.xml · nonDerivative · entry 3 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,034 F3 · security: Common Shares used to pay withholding taxes on 618 restricted shares that were granted on 2/23/23 and vested on 2/23/24. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:32 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 228 | $370.47 | $84,466.89 |
DisclosureSEC source: 0001835214-24-000004 · wk-form4_1709069501.xml · nonDerivative · entry 2 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,235 F2 · security: Common Shares used to pay withholding taxes on 703 restricted shares that were granted on 2/23/22 and vested on 2/23/24. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:32 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 270 | $370.47 | $100,026.58 |
DisclosureSEC source: 0001835214-24-000004 · wk-form4_1709069501.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,463 F1 · security: Common Shares used to pay withholding taxes on 820 restricted shares that were granted on 2/23/21 and vested on 2/23/24. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 21:54 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | PurchaseCommon Shares | 1,000 | $349.00 | $349,000.00 |
DisclosureSEC source: 0001835214-24-000002 · wk-form4_1707774856.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,733 Read SEC document |
| November 18, 2023 Filed Nov 21, 2023 21:42 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 2,149 | $397.94 | $855,173.06 |
DisclosureSEC source: 0001835214-23-000002 · wk-form4_1700602961.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,733 F1 · security: Common Shares used to pay withholding taxes on 4,200 restricted shares that vested on 11/18/23. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:11 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 3,090 | $382.39 | $1,181,569.65 |
DisclosureSEC source: 0001567619-23-003870 · doc1.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,882 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2024 (618 shares), February 23, 2025 (618 shares), February 23, 2026 (618 shares), February 23, 2027 (618 shares), February 23, 2028 (618 shares) Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:02 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 525 | $382.39 | $200,752.13 |
DisclosureSEC source: 0001567619-23-003840 · doc1.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,792 F1 · security: Common Shares used to pay withholding taxes on 1,523 restricted shares that vested on 2/23/23. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 19:37 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 2,149 | $322.06 | $692,106.94 |
DisclosureSEC source: 0001567619-22-020669 · doc1.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,317 F1 · security: Common Shares used to pay withholding taxes on 4,200 restricted shares that vested on 11/18/22. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:37 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 3,515 | $301.54 | $1,059,895.53 |
DisclosureSEC source: 0001567619-22-005646 · doc1.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,466 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2023 (703 shares), February 23, 2024 (703 shares), February 23, 2025 (703 shares), February 23, 2026 (703 shares), February 23, 2027 (703 shares) Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 20:45 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 2,149 | $275.87 | $592,833.89 |
DisclosureSEC source: 0001567619-21-020834 · doc1.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,951 F1 · security: Common Shares used to pay withholding taxes on 4,200 restricted shares that vested on 11/18/21 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:05 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon Shares | 4,100 | $242.24 | $993,184.00 |
DisclosureSEC source: 0001567619-21-004926 · doc1.xml · nonDerivative · entry 1 KOCIANCIC MARK · CIK 0001835214 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,100 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2022 (820 shares), February 23, 2023 (820 shares), February 23, 2024 (820 shares), February 23, 2025 (820 shares), February 23, 2026 (820 shares) 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.