Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVEREST GROUP, LTD.EG · Entity 3370 | Director · President and CEO | 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 | 30,270 |
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 1,129 · Balance 30,270 F1: Settlement in common shares of performance share units (PSU) granted in 2023. |
| Common SharesSEC Table I · non-derivative | Direct | 29,636 |
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 634 · Balance 29,636 F2: 634 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: 634 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 20:19 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 634 | $322.87 | $204,699.58 |
DisclosureSEC source: 0001628280-26-018742 · wk-form4_1773778746.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,636 F2 · security: 634 Common Shares disposed to pay withholding taxes on settlement of PSU's. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 20:19 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 1,129 | $322.87 | $364,520.23 |
DisclosureSEC source: 0001628280-26-018742 · wk-form4_1773778746.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,270 F1 · security: Settlement in common shares of performance share units (PSU) granted in 2023. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:00 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 2,060 | $338.00 | $696,280.00 |
DisclosureSEC source: 0001628280-26-014000 · wk-form4_1772575219.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,141 F2 · security: Common Shares withheld to pay taxes on 3,701 vested restricted shares that were granted on 02/26/2025 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 22:00 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 673 | $338.00 | $227,474.00 |
DisclosureSEC source: 0001628280-26-014000 · wk-form4_1772575219.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,201 F1 · security: Common Shares withheld to pay taxes on 1,209 vested restricted shares that were granted on 02/28/2024 Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 22:26 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 7,751 | $338.69 | $2,625,186.19 |
DisclosureSEC source: 0001628280-26-013375 · wk-form4_1772490359.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,874 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:26 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 255 | $341.42 | $87,062.10 |
DisclosureSEC source: 0001628280-26-011700 · wk-form4_1772054801.xml · nonDerivative · entry 3 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,123 F3 · security: Common Shares withheld to pay taxes on 492 vested restricted shares that were granted on 02/23/2023 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:26 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 293 | $341.42 | $100,036.06 |
DisclosureSEC source: 0001628280-26-011700 · wk-form4_1772054801.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,378 F2 · security: Common Shares withheld to pay taxes on 565 vested restricted shares that were granted on 02/23/2022 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:26 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 301 | $341.42 | $102,767.42 |
DisclosureSEC source: 0001628280-26-011700 · wk-form4_1772054801.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,671 F1 · security: Common Shares withheld to pay taxes on 581 vested restricted shares that were granted on 02/23/2021 Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 21:28 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 646 | $320.99 | $207,359.54 |
DisclosureSEC source: 0001628280-25-053198 · wk-form4_1763587713.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,972 F1 · security: Common Shares withheld to pay taxes on 1,092 vested restricted shares that were granted on 11/18/2020. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:47 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | PurchaseCommon Shares | 1,000 | $337.97 | $337,970.00 |
DisclosureSEC source: 0001851417-25-000012 · wk-form4_1749847672.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,618 F1 · security: Shares purchased in the open market. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 20:18 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 706 | $362.70 | $256,066.20 |
DisclosureSEC source: 0001851417-25-000008 · wk-form4_1742415516.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,618 F2 · security: Common Shares used to pay withholding taxes on settlement of PSU's. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 20:18 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 1,303 | $362.70 | $472,598.10 |
DisclosureSEC source: 0001851417-25-000008 · wk-form4_1742415516.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,324 F1 · security: Settlement in common shares of performance share units (PSU) granted in 2022. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:36 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 637 | $355.23 | $226,278.33 |
DisclosureSEC source: 0001851417-25-000006 · wk-form4_1741210597.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,021 F1 · security: Common Shares withheld to pay taxes on 1,209 vested restricted shares that were granted on 2/28/24. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:21 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 7,258 | $344.48 | $2,500,199.55 |
DisclosureSEC source: 0001851417-25-000004 · wk-form4_1740781262.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,658 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 22:21 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 3,847 | $344.48 | $1,325,195.33 |
DisclosureSEC source: 0001851417-25-000004 · wk-form4_1740781262.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,400 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:23 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 245 | $340.40 | $83,398.61 |
DisclosureSEC source: 0001851417-25-000002 · wk-form4_1740604976.xml · nonDerivative · entry 3 WILLIAMSON JAMES ALLAN · CIK 0001851417 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,553 F3 · security: Common Shares withheld to pay taxes on 492 vested restricted shares that were granted on 2/23/23. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:23 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 281 | $340.40 | $95,653.10 |
DisclosureSEC source: 0001851417-25-000002 · wk-form4_1740604976.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,798 F2 · security: Common Shares withheld to pay taxes on 565 vested restricted shares that were granted on 2/23/22. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 21:23 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 284 | $340.40 | $96,674.31 |
DisclosureSEC source: 0001851417-25-000002 · wk-form4_1740604976.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,079 F1 · security: Common Shares withheld to pay taxes on 581 vested restricted shares that were granted on 2/23/21. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 21:08 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 646 | $370.09 | $239,074.91 |
DisclosureSEC source: 0001851417-24-000012 · wk-form4_1732050501.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,363 F1 · security: Common Shares withheld to pay withholding taxes on 1,092 restricted shares that vested on 11/18/24. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 20:51 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | SaleCommon Shares | 200 | $370.00 | $74,000.00 |
DisclosureSEC source: 0001851417-24-000010 · wk-form4_1731963073.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,009 F1 · security: Sold shares in the open market Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 20:36 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 872 | $386.65 | $337,154.70 |
DisclosureSEC source: 0001851417-24-000008 · wk-form4_1710794190.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,209 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 20:36 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 1,609 | $386.65 | $622,112.29 |
DisclosureSEC source: 0001851417-24-000008 · wk-form4_1710794190.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,081 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 21:46 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | GrantCommon Shares | 3,627 | $369.52 | $1,340,239.97 |
DisclosureSEC source: 0001851417-24-000006 · wk-form4_1709329583.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,472 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:16 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 270 | $370.47 | $100,026.58 |
DisclosureSEC source: 0001851417-24-000004 · wk-form4_1709068578.xml · nonDerivative · entry 3 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,845 F3 · security: Common Shares used to pay withholding taxes on 492 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 21:16 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 311 | $370.47 | $115,215.80 |
DisclosureSEC source: 0001851417-24-000004 · wk-form4_1709068578.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,115 F2 · security: Common Shares used to pay withholding taxes on 565 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 21:16 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 323 | $370.47 | $119,661.42 |
DisclosureSEC source: 0001851417-24-000004 · wk-form4_1709068578.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,426 F1 · security: Common Shares used to pay withholding taxes on 581 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 21:50 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | PurchaseCommon Shares | 700 | $352.50 | $246,750.00 |
DisclosureSEC source: 0001851417-24-000002 · wk-form4_1707774616.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,749 Read SEC document |
| November 18, 2023 Filed Nov 21, 2023 21:40 UTC | EVEREST GROUP, LTD. EG · Entity 3370 | Tax withholdingCommon Shares | 646 | $397.94 | $257,069.24 |
DisclosureSEC source: 0001851417-23-000003 · wk-form4_1700602837.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,049 F1 · security: Common Shares used to pay withholding taxes on 1,092 restricted shares that vested on 11/18/23. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:16 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 2,460 | $382.39 | $940,667.10 |
DisclosureSEC source: 0001567619-23-003873 · doc1.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,695 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2024 (492 shares), February 23, 2025 (492 shares), February 23, 2026 (492 shares), February 23, 2027 (492 shares), February 23, 2028 (492 shares) Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:06 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 629 | $382.39 | $240,520.17 |
DisclosureSEC source: 0001567619-23-003844 · doc1.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,235 F1 · security: Common Shares used to pay withholding taxes on 1,146 restricted shares that vested on 2/23/23. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 19:39 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 592 | $322.06 | $190,659.52 |
DisclosureSEC source: 0001567619-22-020671 · doc1.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,864 F1 · security: Common Shares used to pay withholding taxes on 1,092 restricted shares that vested on 11/18/22. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:33 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon shares | 272 | $301.54 | $82,017.52 |
DisclosureSEC source: 0001567619-22-005641 · doc1.xml · nonDerivative · entry 2 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,456 F2 · security: Common Shares used to pay withholding taxes on 581 restricted shares that vested on 2/23/22. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:33 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | GrantCommon shares | 2,825 | $301.54 | $851,836.38 |
DisclosureSEC source: 0001567619-22-005641 · doc1.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,728 F1 · security: Restricted shares awarded under the Company's 2020 Stock Incentive Plan. The Restricted shares will vest on February 23, 2023 (565 shares), February 23, 2024 (565 shares), February 23, 2025 (565 shares), February 23, 2026 (565 shares), February 23, 2027 (565 shares) Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 20:50 UTC | EVEREST GROUP, LTD. RE · Entity 3370 | Tax withholdingCommon Shares | 462 | $275.87 | $127,449.63 |
DisclosureSEC source: 0001567619-21-020836 · doc1.xml · nonDerivative · entry 1 WILLIAMSON JAMES ALLAN · CIK 0001851417 · EVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,903 F1 · security: Common Shares used to pay withholding taxes on 1,092 restricted shares that vested on 11/18/21 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.